Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

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

Crypto

<ul><li>Austin from Solana tweeted about Solana's new network extensions</li><li>Kyle Samani discussed how Solana rollups will differ from Ethereum's</li><li>Prasad observed developments in Solana rollups, including SVM separation and new apps like Magic Block and Spicenet.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Austin from Solana tweeted about Solana's new network extensionsKyle Samani discussed how Solana rollups will differ from Ethereum'sPrasad observed developments in Solana rollups, including SVM separation and new apps like Magic Block and Spicenet.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Prasad Mahadik: Is Solana Going Modular?

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago.</li><li>As we have emphasized repeatedly in recent weeks, we continue to anticipate a gradual yet steady recovery of the crypto market, with prices to return to their pre-crash levels over the next month.</li><li>Now, let us dive into this week’s top news.</li></ul>

Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago.As we have emphasized repeatedly in recent weeks, we continue to anticipate a gradual yet steady recovery of the crypto market, with prices to return to their pre-crash levels over the next month.Now, let us dive into this week’s top news.

Crypto Crisp: Where Are the Memecoins? Solana Asks

<ul><li>Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.</li><li>Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.</li><li>Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.</li><li>There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.</li><li>This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.</li></ul>

I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.

Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption

Credit/Macro/Crypto Analyst, Former Credit/MA PM

Rose Choy

<ul>
<li>On Nov 3, it was leaked that Alameda seemed to have a weaker than expected balance sheet with $7.6 bn of loans and a relatively illiquid portfolio of assets.</li>
<li>Alameda, a large proprietary crypto trading firm, did not officially comment but its CEO Caroline stated on Twitter that most of the loans were repaid. </li>
<li>The potential linkages between Alameda and FTX, a large crytpo exchange, both controlled by Sam Bankman-Fried, are of utmost concern and has riled the crytpo market.</li>
</ul>


On Nov 3, it was leaked that Alameda seemed to have a weaker than expected balance sheet with $7.6 bn of loans and a relatively illiquid portfolio of assets.
Alameda, a large proprietary crypto trading firm, did not officially comment but its CEO Caroline stated on Twitter that most of the loans were repaid. 
The potential linkages between Alameda and FTX, a large crytpo exchange, both controlled by Sam Bankman-Fried, are of utmost concern and has riled the crytpo market.


FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Solana (SOL CURNCY)

Prasad Mahadik: Is Solana Going Modular?

The podcast explores the introduction of new Solana network extensions, compared to Ethereum roll ups, and the growing interest and potential...

The Delphi Podcast

Crypto Crisp: Where Are the Memecoins? Solana Asks

Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago. As we have emphasized repeatedly in...

Steno Research

Delphi's Infrastructure Year Ahead 2025

The rapidly evolving blockchain industry is embracing ZK technology to improve privacy, scalability, and efficiency, with major players like...

The Delphi Podcast

Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption

I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand. There is simply not enough...

Steno Research

FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Alameda Research's leaked balance sheet seems to be weaker than expected. The linkages between FTX and Alameda is now under the microscope as...

Rose Choy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Prasad Mahadik: Is Solana Going Modular?

The podcast explores the introduction of new Solana network extensions, compared to Ethereum roll ups, and the growing interest and potential...

The Delphi Podcast

Crypto Crisp: Where Are the Memecoins? Solana Asks

Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago. As we have emphasized repeatedly in...

Steno Research

Delphi's Infrastructure Year Ahead 2025

The rapidly evolving blockchain industry is embracing ZK technology to improve privacy, scalability, and efficiency, with major players like...

The Delphi Podcast

Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption

I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand. There is simply not enough...

Steno Research

FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Alameda Research's leaked balance sheet seems to be weaker than expected. The linkages between FTX and Alameda is now under the microscope as...

Rose Choy

Prasad Mahadik: Is Solana Going Modular?