Delphi Digital

Delphi Digital

对数字资产市场的机构级分析

The Hivemind - AI Agents, Zcash Mania & Crypto’s Ownership Crisis

The Hivemind - AI Agents, Zcash Mania & Crypto’s Ownership Crisis

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Jose: https://x.com/ZeMariaMacedo ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II 🎧 Listen here https://thehivemind.buzzsprout.com

Delphi Digital
ETHGas-Enabling Realtime Ethereum

ETHGas-Enabling Realtime Ethereum

Ethereum’s limitations today are not solely a function of raw capacity alone. The current blockspace market has created an environment that has incentivized adversarial ordering games and bidding wars that meaningfully degrade user experience, distort application designs, and limit how effectively the network can scale. ETHGas is an attempt to move away from this model, and reduce reliance on these sorts of terminal auctions and the extractive behaviors they incentivize.

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Jupiter: A Gassed Up Giant

Jupiter: A Gassed Up Giant

Jupiter has never raised a traditional venture round. The only known external investment is ParaFi Capital's recent $35M investment in Feb 2026, half a decade into its operations. With that near-zero capital base, Jupiter generated ~$176M in protocol revenue in 2025, processing $1.16T in trading volume across 42.9M wallets. That makes Jupiter one of the highest-revenue generating DeFi protocols ever built, assembled entirely through organic growth, product velocity, and indexing on Solana's trading focused evolution.

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