? Daily Delphi Reads

*? DeFi*
Delphi Pro - Paladin of the Solana Round Table
↳ https://members.delphidigital.io/reports/paladin-of-the-solana-round-table

Delphi AF: DEXs vs Front-Ends - Who Captures Value?
↳ https://members.delphidigital.io/feed/dexs-vs-front-ends-who-captures-value

Danning Sui on Choosing Solver Auctions Vs DEX Aggregators
↳ https://x.com/i/status/1831579323704521042

*⚙️ Infrastructure*
Doug Colkitt on Justin Drake's L2 Misunderstandings
↳ https://x.com/0xdoug/status/1831731734150336964

1 GB blocks - Celestia roadmap
↳ https://x.com/celestiaorg/status/1831724567389487187

Evolution of Blockchain State Architecture and Bonsai
↳ https://mirror.xyz/karnot.eth/KU9VQAEm-WlLpAtjg8jkqtBauq7yXu4stdVil7Sp47M

Embedded fee markets and ERC-4337 (part 2)
↳ https://x.com/ethresearchbot/status/1831642138859163656

Embedded fee markets and ERC-4337 (part 2)
↳ https://ethresear.ch/t/embedded-fee-markets-and-erc-4337-part-2/20384

An Analysis of Intent Based Markets
↳ https://x.com/0x_emperor/status/1831445941192421401

ICICLE v3 - Igonyama
↳ https://medium.com/＠ingonyama/icicle-v3-1c9cc2f94402

InfinityVM: Enshrining off chain compute
↳ https://x.com/infinity_vm/status/1831437802841751821

Understanding "An Analysis of Intent-Based Markets"
↳ https://crypto.mirror.xyz/yfBzBTJg5VTZXlpAZ9SpvVFbbkADiT34tS3xJ3Luo98

*? NFTs & Gaming*
Magic Eden Launching Separate US Frontend
↳ https://x.com/magiceden/status/1831772818008412314

View the entire reading list

? Daily Delphi Reads

*? DeFi*
Liquity v2 Tokenomics: A More Sustainable Flywheel?
↳ https://members.delphidigital.io/feed/liquity-v2-tokenomics-released?&utm_source=link&utm_medium=portal

Offending Tokens in Uni Labs CFTC Settlement
↳ https://x.com/spreekaway/status/1831355247341801743

CFTC Issues Order Against Uniswap Labs for Offering Illegal Digital Asset Derivatives Trading
↳ https://x.com/News_Of_Alpha/status/1831354031106666545

Euler Live
↳ https://x.com/eulerfinance/status/1831331399619756375

*? General*
Futarchy and Prediction Market Resources
↳ https://github.com/ith-harvey/futarchy-and-pm-resources

*⚙️ Infrastructure*
InfinityVM: Enshrining Offchain Compute
↳ https://x.com/Infinity_VM/status/1831437802841751821

Scaling Base: Looking towards the upcoming Pectra upgrade
↳ https://base.mirror.xyz/6NDvVKw8x5obo3h1OgQx582hF73m81CnJabgbRneW2Q

Renegade, the first on-chain dark pool, is live on Arbitrum.
↳ https://x.com/renegade_fi/status/1831384473524703311

Inelastic vs. Elastic Supply: Why Proof of Stake Could Be Less Centralizing Than Execution Tickets
↳ https://collective.flashbots.net/t/inelastic-vs-elastic-supply-why-proof-of-stake-could-be-less-centralizing-than-execution-tickets/3816

cyber•Fund | The Internet of Intelligence
↳ https://cyber.fund/content/ioi

Limitations of Forced inclusion for Censorship resistance
↳ https://blog.init4.technology/p/the-hand-off-problem

Primev - How to price preconfs
↳ https://x.com/primev_xyz/status/1831019300460863680

*? NFTs & Gaming*
SuiPlay 0X1: web3 handheld gaming device
↳ https://x.com/suiplayofficial/status/1830803349681381528

View the entire reading list

? Daily Delphi Reads

*? DeFi*
Fuse Wallet on Solana Launches Earn
↳ https://x.com/fusewallet/status/1830950699791737307

*? General*
Royco: the Incentivized Action Market (IAM) Protocol
↳ https://x.com/roycoprotocol/status/1831074026011451844

*⚙️ Infrastructure*
Stylus goes live on Arbitrum
↳ https://x.com/sgoldfed/status/1831019952607830439

On Script Upgrades & OP_CAT | bedlam
↳ https://bedlamresear.ch/posts/script/

Arch Litepaper
↳ https://x.com/ArchNtwrk/status/1830954209593757706

Lagrange's ZK Coprocessor 1.0: The First SQL-Based ZK Coprocessor
↳ https://www.lagrange.dev/blog/zk-coprocessor-1-0

Decentralized Energy - Qiao
↳ https://x.com/QwQiao/status/1830961236151873902

All We Needed Was A Cross-Chain Credit Card - SmokeOnChain
↳ https://x.com/sandmanarc/status/1830934206928794000

Bitcoin Hashrate Hit ATH
↳ https://x.com/BitcoinMagazine/status/1830888493838672008

Timestamp Ordering in MCP for Timing Games
↳ https://ethresear.ch/t/timestamp-ordering-in-mcp-for-timing-games/20372

*? Macro & Markets*
Galois Capital on SEC Settlement
↳ https://x.com/Galois_Capital/status/1831015164688093539

Investors asking what ails the market today
↳ https://x.com/garyblack00/status/1830984314340643212

Pervasive Quiet Quitting - New Travis Kling Thread
↳ https://x.com/Travis_Kling/status/1830981118566244633

FTX Estate Breakdown - Zaheer
↳ https://x.com/SplitCapital/status/1830954687383937056

*? NFTs & Gaming*
DungeonMove guide: fully on-chain game on Sui
↳ https://x.com/bl0ckrunner/status/1830955706284974282

CryptoKitties launched a P2E game
↳ https://x.com/CryptoKitties/status/1830833100567519394

View the entire reading list

? Daily Delphi Reads

*? DeFi*
Tokenized Time
↳ https://x.com/timedotfun/status/1802787057086967938

Sandwich bots on Solana
↳ https://x.com/jarxiao/status/1802759996020547734

Tether Launches Gold Back CDP Stablecoin
↳ https://x.com/Tether_to/status/1802676738440253772

*? General*
$EIGEN pre-market
↳ https://x.com/coinbaseintexch/status/1802777984610541813

Coinbase offers pre-launch markets on international and advanced exchanges
↳ https://x.com/TheBlock__/status/1802755192472920218

*⚙️ Infrastructure*
RISC Zero zkVM 1.0
↳ https://x.com/RiscZero/status/1802748523449819474

A Vision of Celestia (2030)
↳ https://forum.celestia.org/t/a-vision-of-celestia-2030/1745

BTC Txn Fees Close To Flipping Eth Txn Fees
↳ https://x.com/dlawant/status/1802739434946732529

Luke Saunders on Verifiable Inference in Crypto x AI
↳ https://x.com/lukedelphi/status/1802712146171588788

*? Macro & Markets*
RIAs still wary of BTC ETFs
↳ https://www.cnbc.com/2024/06/16/advisors-wary-of-bitcoin-etfs-are-on-slow-adoption-journey-says-blackrock-exec.html?&qsearchterm=adoption

Coinbase Pre-Launch Perps Markets
↳ https://x.com/0xRishi/status/1802738778630426859

*? NFTs & Gaming*
Fully onchain game on Solana
↳ https://x.com/magicblock/status/1802717656102978040

View the entire reading list

? Daily Delphi Reads

*⚙️ Infrastructure*
Solana L2s and Appchains
↳ https://x.com/yashhsm/status/1802328827026153564

*? Macro & Markets*
Crypto Could Stave Off a U.S. Debt Crisis — WSJ OpEd by Paul Ryan
↳ https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717?st=a9ozsrjaszutkno&reflink=article_copyURL_share

View the entire reading list

? Daily Delphi Reads

*? General*
Hivemind Pod - The Great L0 Sybil Hunt, Robinhood's Meme Season and Is TON the next hot L1?
↳ https://members.delphidigital.io/media/the-great-l0-sybil-hunt-robinhoods-meme-season-and-is-ton-the-next-hot-l1

*⚙️ Infrastructure*
Validao Airdrop
↳ https://x.com/validaoxyz/status/1801951306695008700

Armani on SVM L2s
↳ https://x.com/armaniferrante/status/1801143010358706239

*? Macro & Markets*
Turkey Bank USDC
↳ https://x.com/jerallaire/status/1802047750365724922

View the entire reading list

? Daily Delphi Reads

*? DeFi*
Bullpen launches Telegram trading bot
↳ https://x.com/salxyz/status/1800246757223227433

*⚙️ Infrastructure*
Optimism Fault Proofs
↳ https://x.com/optimism/status/1800256837088145799

All You Need to Know About Solana's v1.18 Update
↳ https://www.helius.dev/blog/all-you-need-to-know-about-solanas-v1-18-update

Fuse Smart Wallet Launches on iOS
↳ https://x.com/fusewallet/status/1800168186337497453

Blobstream
↳ https://x.com/celestiaorg/status/1800196683030298886

1.18.15 Explainer (Solana's New Scheduler)
↳ https://x.com/SolanaCompass/status/1800164995805913259

Solana Mainnet 1.18.15 Going Live
↳ https://x.com/0xMert_/status/1800043333466698190

View the entire reading list

? Daily Delphi Reads

*? General*
Futarchy by Robin Hanson - The OG Whitepaper
↳ https://mason.gmu.edu/~rhanson/futarchy.html

View the entire reading list

? Daily Delphi Reads

*? NFTs & Gaming*
friend.tech partners with Conduit for Friendchain
↳ https://x.com/friendtech/status/1799283480083435815

View the entire reading list

? Daily Delphi Reads

*? DeFi*
Everclear
↳ https://x.com/everclearorg/status/1797645031135904023

NSTR Fair Launch Details
↳ https://x.com/nostrafinance/status/1797634539021562084

Thread on Drift’s Futarchy Proposal
↳ https://x.com/pineanalytics/status/1797272294340902966

*? General*
Nic Carter on AI Impacts & Key Concerns
↳ https://x.com/nic__carter/status/1797635177973158182

Anatoly vs Justin Drake Bankless Debate
↳ https://x.com/trustlessstate/status/1797666129386827922

The best thing I’ve read recently — Where are the builders?
↳ https://near.blog/where-are-the-builders/

*⚙️ Infrastructure*
Computex 2024 - Is AWS Modular or Integrated?
↳ https://stratechery.com/2024/computex-2024-aws-and-integration/

What is Futarchy?
↳ https://x.com/solana/status/1797433208231067909

*? Macro & Markets*
E-Trade considering kicking Roaring Kitty off its platform
↳ https://x.com/thestalwart/status/1797718040848552165

View the entire reading list