Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

Equity Bottom-Up

BTQ Technologies Corp. is a quantum technology company. The Company provides quantum security, verifiable scripting, hardware acceleration, and post-quantum blockchain scaling solution, as well as combines software and hardware to safeguard assets with post-quantum services and solutions. BTQ Technologies serves customers globally.

<ul>
<li>BTQ Technologies: Securing Crypto’s Future Against the Quantum Threat. The report argues that quantum computing poses an imminent and existential threat to Bitcoin and all digital assets secured with ECDSA.</li>
<li>Quantum computers—particularly when capable of running Shor’s algorithm—will be able to reverse Bitcoin’s public keys into private keys in hours or minutes, making billions of dollars of crypto vulnerable to theft.</li>
<li>The threat is accelerated by real-world developments from IBM, Google, IonQ, and government-level investment into quantum hardware.</li>
</ul>


BTQ Technologies: Securing Crypto’s Future Against the Quantum Threat. The report argues that quantum computing poses an imminent and existential threat to Bitcoin and all digital assets secured with ECDSA.
Quantum computers—particularly when capable of running Shor’s algorithm—will be able to reverse Bitcoin’s public keys into private keys in hours or minutes, making billions of dollars of crypto vulnerable to theft.
The threat is accelerated by real-world developments from IBM, Google, IonQ, and government-level investment into quantum hardware.


BTQ Technologies: Securing Crypto’s Future Against the Quantum Threat

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk up as NAND prices continue to surge, expect Kioxia to run also with recent Bain sale cleared.</li>
<li>JP factory automation names surged yesterday, but there are likely more gains yet as the next leg for AI.</li>
<li>Quantum names all strong on good numbers, but will Socionext catch on this time?</li>
</ul>


Sandisk up as NAND prices continue to surge, expect Kioxia to run also with recent Bain sale cleared.
JP factory automation names surged yesterday, but there are likely more gains yet as the next leg for AI.
Quantum names all strong on good numbers, but will Socionext catch on this time?


Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise

Japan Specialist

Mark Chadwick

<ul>
<li>Stocks rose as optimism grew ahead of next week’s Trump–Xi summit; Intel jumped on strong earnings; quantum computing stocks rallied on potential US equity stakes, </li>
<li>Crude prices surged +4% after Washington imposed sanctions on two major Russian energy firms, aiming to increase pressure on Moscow to end the Ukraine war.</li>
<li>Japan's RENGO says it will be seeking wage hikes of 5% or more in 2026 shunto negotiations; Watch today: Sep Core CPI YoY+2.9% Exp.</li>
</ul>


Stocks rose as optimism grew ahead of next week’s Trump–Xi summit; Intel jumped on strong earnings; quantum computing stocks rallied on potential US equity stakes, 
Crude prices surged +4% after Washington imposed sanctions on two major Russian energy firms, aiming to increase pressure on Moscow to end the Ukraine war.
Japan's RENGO says it will be seeking wage hikes of 5% or more in 2026 shunto negotiations; Watch today: Sep Core CPI YoY+2.9% Exp.


Ohayo Japan | Intel Surges, Trump-Xi Summit Set

<ul>
<li>Opposition coalition forming against Takaichi, but unlikely to succeed given vast policy differences</li>
<li>Samsung big beat this morning shows the memory super cycle may be a real thing</li>
<li>Softbank to surge with ARM architecture used in latest Broadcom/NVDA multi-year deal for ASIC</li>
</ul>


Opposition coalition forming against Takaichi, but unlikely to succeed given vast policy differences
Samsung big beat this morning shows the memory super cycle may be a real thing
Softbank to surge with ARM architecture used in latest Broadcom/NVDA multi-year deal for ASIC


Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

IonQ, Inc. operates as a computing hardware and software company. The Company develops a general-purpose trapped ion quantum computer and software to generate, optimize, and execute quantum circuits. IonQ serves customers worldwide.

Key points (machine generated)<ul><li>IonQ, valued at $12 billion, is shifting focus from quantum hardware to software and hybrid solutions amid industry challenges.</li><li>The company reported only $3.1 million in hardware revenue last quarter, indicating a decline, alongside $4.5 million from consulting and cloud services.</li><li>Investor sentiment is cautious, reflected by a short interest of 14.8% and a borrow cost of 0.5%.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)IonQ, valued at $12 billion, is shifting focus from quantum hardware to software and hybrid solutions amid industry challenges.The company reported only $3.1 million in hardware revenue last quarter, indicating a decline, alongside $4.5 million from consulting and cloud services.Investor sentiment is cautious, reflected by a short interest of 14.8% and a borrow cost of 0.5%.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.