Crypto

Thematic (Sector/Industry)

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

FX & Rates

Analysis of bonds and other fixed income instruments

Credit

Analysis of underlying commodity demand & supply dynamics, price trends and forecasts

Commodities

Macroeconomics

Asset allocation and country/region investment strategy

Cross Asset Strategy

Deep-dive assessments of company accounting irregularities

Forensic Accounting

Debt Capital Markets

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

Quantitative Analysis

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

Technical Analysis

Environment, Social and Governance research

United States

Canada

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

Roblox Corporation provides entertainment products and services. The Company designs and develops a wide range of online games such as internet three-dimensional and tutorial games for kids, teens, and adults. Roblox serves customers worldwide.

Epic Games, Inc. develops video games. The Company designs, produces, and retails high-end action games for consoles, personal computers, and mobile devices. Epic Games serves clients worldwide.

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone.

The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online ("Proof of Personhood") while maintaining their privacy through zero-knowledge proofs.

The Meta DAO (META) stands as the world's first market-governed organization, revolutionizing decentralized autonomous organizations (DAOs) with market-driven governance and decision-making. Operating on the Solana blockchain, The Meta DAO uses its native token, META, for governance.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.

Financials

Information Technology

Consumer Discretionary

The Delphi Podcast

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

The Delphi Podcast
Podcast with Crypto Gigabrains
• The Delphi Podcast

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