Delphi Digital — 机构研报

📚Daily Delphi ReadsAiLargest TAO Subnet to Leave↳https://x.com/covenant_ai/status/2042380152831951300View the entirereading list

📚Daily Delphi Reads🌐GeneralHivemind Moving Back to Delphi Media↳https://x.com/ceterispar1bus/status/2042227664157601958Crypto Privacy is Coming Together↳https://x.com/Delphi_Digital/status/2042054650770403530View the entirereading list

📚Daily Delphi Reads🏦DeFiAn Answer To Short Squeeze Risk: Basket Trading​ - Delphi Digital↳https://members.delphidigital.io/reports/an-answer-to-short-squeeze-risk-basket-trading🌐GeneralMonad Foundation to Subsidize Signing Devices for Teams with >$2.5M TVL↳https://x.com/monad/status/2041932260077637645⚙️InfrastructureBlockspace Under Pressure: An Analysis of Spam MEV on High-Throughput Blockcha...

📚Daily Delphi ReadsAiMilla Jovoich Announces Agentic Memory Tool - MemPalace↳https://x.com/bensig/status/2041229266432733356🏦DeFiMEV Is Due For A(nother) Rebrand↳https://x.com/buffalu__/status/2041541434008866970View the entirereading list

📚Daily Delphi Reads🏦DeFiAave <> Chaos Labs Part Ways↳https://x.com/StaniKulechov/status/2041219266972926195Chaos Labs Is Leaving Aave↳https://x.com/omeragoldberg/status/2041185313163276302Introducing DART: The New Era of Onchain Routing on Solana↳https://x.com/Titan_Exchange/status/2041154526909202648USDe Backing Diversification: Building Resilience Across Market Cycles↳https://ethena.fi/blog/us...

📚Daily Delphi Reads🌐GeneralDrift Exploit a 6 Month In-Person Operation↳https://x.com/DriftProtocol/status/2040611161121370409View the entirereading list

📚Daily Delphi ReadsAiHermes Agent v0.7.0 is Out Now↳https://x.com/NousResearch/status/2040147789573714427View the entirereading list

📚Daily Delphi Reads🏦DeFiBank of Canada - DeFi Lending: Returns, Leverage, and Liquidation Risk↳https://www.bankofcanada.ca/2026/04/staff-analytical-paper-2026-13/Drift Protocol exposure tracker↳https://x.com/SolanaFloor/status/2039772065054838969🌐GeneralConfirmation of NK for Drift Hack↳https://x.com/DivergSec/status/2039978714545766814Chewing Glass and Staring Into the Abyss↳https://x.com/meta...

📚Daily Delphi Reads🏦DeFi$250M+ Stolen From Drift - What We Know↳https://members.delphidigital.io/feed/250m-stolen-from-drift-what-we-know?&utm_source=link&utm_medium=portalNorth Korea Behind Drift Hack↳https://x.com/0xichigo/status/2039458153285206421View the entirereading list

📚Daily Delphi Reads🏦DeFiDrift Looks to be Exploited (Not April Fools Joke)↳https://x.com/mert/status/2039391990073176258🌐GeneralGoogle Uses Succinct SP1 to Prove Quantum Circuit↳https://x.com/SuccinctLabs/status/2039060025914663278View the entirereading list

📚Daily Delphi Reads🏦DeFiNoise Beta Is Live↳https://noise.xyz/news/noise-beta-is-liveHyperliquid Latency Map↳https://hyperlatency.glassnode.com/?utm_source=X&utm_medium=social&utm_campaign=hyperliquidMCP on Solana from first principles↳https://x.com/mmdhrumil/status/2038972059674722753🌐GeneralStablecoins are Building the Next Financial Stack↳https://x.com/Delphi_Digital/status/203903938491028283...

📚Daily Delphi ReadsAiMachine Economy 2030: What will the new internet look like and who wins?↳https://x.com/OnchainLu/status/2038618354009653691Hermes v6↳https://x.com/teknium/status/2038694680549077059🏦DeFiValinor announces a $25M seed round, putting private credit onchain↳https://fortune.com/2026/03/30/valinor-seed-round-25-million-crypto-private-credit-blackstone-staffers/🌐GeneralCrypto is D...

📚Daily Delphi Reads⚙️InfrastructureMost "Tokenized Securities" Are Intermediary Cosplay — Time to Really Put Securities Onchain↳https://x.com/lex_node/status/2038003451003547956View the entirereading list

📚Daily Delphi Reads🏦DeFiHoudini Swap With its Second Solana Integration in March↳https://members.delphidigital.io/feed/houdini-swap-with-its-second-solana-integration-in-march?&utm_source=link&utm_medium=portal⚙️InfrastructureUmbra Live on Solana Mainnet↳https://x.com/Arcium/status/2037524386698477743🎮NFTs & GamingP2E is back but it looks a lot different than you remember↳https://members.delphi...

📚Daily Delphi Reads🏦DeFiBULK Exchange: The Architecture That Pays Everyone to Win↳https://chainflow.io/bulk-exchange-the-architecture-that-pays-everyone-to-win/🌐GeneralFannie Mae to Accept Crypto-Backed Mortgages for the First Time↳https://www.wsj.com/real-estate/fannie-mae-to-accept-crypto-backed-mortgages-for-the-first-time-bfa502c7The State of China Tech↳https://x.com/delphi_intel/status/203...

📚Daily Delphi ReadsAiWhat I Learned from Two Weeks Inside China’s AI Ecosystem↳https://x.com/ZeMariaMacedo/status/2036779960598163864🏦DeFiPerps on Solana: The Missing Link↳https://x.com/therealchaseeb/status/2036828912181977290⚙️InfrastructureDoubling Down on The Monad Builders with Keone Hon Cofounder↳https://x.com/LoganJastremski/status/2036823358373835137Google - Quantum frontiers may be clos...

📚Daily Delphi Reads🌐GeneralThe Agentic Economy Will Be Massive. Agentic Commerce Won't↳https://x.com/robbiepetersen_/status/2036118525451047170View the entirereading list

📚Daily Delphi Reads⚙️InfrastructureTempo Mainnet is live↳https://x.com/tempo/status/2034253704807780543📈Macro & MarketsCrypto exchange Kraken freezes multibillion-dollar IPO plan due to difficult market conditions↳https://x.com/TreeNewsFeed/status/2034287480849973671View the entirereading list

📚Daily Delphi Reads⚙️InfrastructureStreaming, Batching, and the Economics of Execution Timing↳https://x.com/chorusone/status/2033546043254616553View the entirereading list

📚Daily Delphi Reads🏦DeFiSolana Per Exchange BULK Launches "Paper Mainnet"↳https://x.com/bulktrade/status/2033585921040277767🌐GeneralStablecoins Are Coming for FX Markets↳https://x.com/Delphi_Digital/status/2033589260205359605⚙️InfrastructureNeutron is Transitioning to Long Term Support↳https://x.com/neutron_org/status/2033647708234547605View the entirereading list