A research-driven firm dedicated to making crypto happen sooner and better than it would without us.
Joined September 2018
- Tweets 11,656
- Following 999
- Followers 689,366
- Likes 9,369
4,024 Photos and videos
Pinned Tweet
Jun 12
Introducing the Token Design Toolkit
A free tool from Delphi Consulting to model your token design before launch
Stress-test unlocks, liquidity, and demand, then simulate to compare designs
Get insight into your token economy here:
delphi.link/Tokentool
Jun 12
I’ve been building a token design tool for founders and protocol teams.
Tokenomics should not just live in a spreadsheet or deck.
Teams should be able to test how their initial design affects liquidity, price, demand, unlock pressure, staking incentives, and growth.
The tool helps reason through:
- who gets tokens and when they unlock
- whether launch liquidity is enough
- whether demand can absorb sell pressure
- whether staking rewards are sustainable
- whether users will take risk for token yield
- how the system behaves across bull/base/bear simulations
The key question is not “does this token design look good?”
It’s:
“If we launch this design, where does it break?”
I want this to become an end-to-end workspace for token design before launch.
Would love feedback from founders, investors, researchers, and token teams.
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Yan explains what to look for in crypto’s next winners.
“There’s value in crypto to continue building... if you’re actually building something that has a lot of room for growth but hasn’t really repriced, that’s one way people are looking for returns right now.”
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Jun 13
Kevin explains why open-source AI is becoming so crucial.
"Prior to this example, we kind of had fears of being priced out or locked out. Now we’re starting to see that becoming real... And that’s where open source comes in.”
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Delphi Digital retweeted
Jun 12
Kevin explains why agent harnesses are becoming the next operating system.
"I could boot up straight into Hermes Desktop and everything I need to do can be done through that harness.”
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Delphi Digital retweeted
Jun 12
Introducing the Token Design Toolkit
A free tool from Delphi Consulting to model your token design before launch
Stress-test unlocks, liquidity, and demand, then simulate to compare designs
Get insight into your token economy here:
delphi.link/Tokentool
Jun 12
I’ve been building a token design tool for founders and protocol teams.
Tokenomics should not just live in a spreadsheet or deck.
Teams should be able to test how their initial design affects liquidity, price, demand, unlock pressure, staking incentives, and growth.
The tool helps reason through:
- who gets tokens and when they unlock
- whether launch liquidity is enough
- whether demand can absorb sell pressure
- whether staking rewards are sustainable
- whether users will take risk for token yield
- how the system behaves across bull/base/bear simulations
The key question is not “does this token design look good?”
It’s:
“If we launch this design, where does it break?”
I want this to become an end-to-end workspace for token design before launch.
Would love feedback from founders, investors, researchers, and token teams.
12
11
41
11,377
Jun 12
Kevin explains why agent harnesses are becoming the next operating system.
"I could boot up straight into Hermes Desktop and everything I need to do can be done through that harness.”
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8,754
Jun 12
Muhammad explains why AI models are commoditizing and where the new moat is.
"So the model itself is commoditized. The moat is now dependent on memory, context and data specifically."
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Delphi Digital retweeted
Jun 12
The $SPCX IPO marks chapter one.
Sixty years of flat launch costs ended with @SpaceX.
The next 20 drive a 150x drop, from $1,500/kg to $10/kg.
Each threshold unlocks an industry that used to be science fiction.
The full cost curve, and everything it unlocks, below:
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Jun 12
Jason explains why crypto assets need a good reason to be held in this market.
“Imagine owning ETH over the last year watching Hype or AI names, right? All of this will continue to bleed money out of crypto until Bitcoin starts to do its thing again.
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Delphi Digital retweeted
Jun 10
Everyone's watching the SpaceX IPO.
The bigger story is the multi-trillion-dollar economy it's unlocking.
The price of leaving Earth is about to undergo its most aggressive compression in history. Launch costs barely moved for sixty years, then SpaceX arrived and drove them down by an order of magnitude.
This report from @pierskicks anticipates another 60x drop by 2045.
Every drop in price makes previously impossible businesses viable. Each threshold unlocks an entire industry:
• $1,500/kg gave us megaconstellations and Earth observation.
• $500/kg opens orbital compute and commercial stations.
• $200/kg opens microgravity manufacturing.
• $50/kg unlocks a lunar economy.
• $10/kg underpins the Mars supply chain.
Starlink already carries capacity equivalent to as much as 20% of the world's real-time internet traffic. Orbital data centres sounded like science fiction in 2019 and are now funded in response to terrestrial power constraints. Anthropic and Google have signed deals paying SpaceX ~$26B a year for access to Colossus here on the ground.
The most interesting founders in the sector are already building for launch costs that don't exist yet.
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Jun 11
Jason explains why it’s still worth staying active in crypto.
"If you just stick around in crypto, it guarantees you to see something early. Whether or not you buy it is a different question, but it guarantees you the opportunity to be early to things."
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Jun 11
The disinflation story is under pressure.
Our markets team has been flagging this for three months, and this week's CPI print is the confirmation. That's a meaningful shift from the pre-war outlook and removes one of the reasons 2026 looked more resilient than 2022.
The oil shock from the Iran conflict is showing up in headline CPI. Core leading indicators are moving in the same direction. Prices paid remain elevated across manufacturing and services, and import prices ex-petroleum are picking up.
Wages are what's giving the Fed cover. Wages aren't yet accelerating enough to force the Fed's hand, but last Friday's reaction to a strong jobs print is a preview of how quickly that changes if labor data runs hot.
Against that backdrop, Warsh's first FOMC meeting lands next week. The market has a habit of testing incoming Fed Chairs (Greenspan in 1987, Bernanke in 2006). Consensus expects him to anchor on Dallas Fed Trimmed Mean PCE since it remains subdued.
But as a reminder, headline CPI leads it by six months.
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