What's Next for Delphi

Bullish:

• $SUI - Delphi is working closely with SUI and believes in their potential, having provided consulting services to help with their story and go-to-market strategy.

  • “we work closely with SUI, still are”

    Anil·4:31
• $CRYPTOAI - Strong conviction in the convergence of crypto and AI creating massive winners, with AI providing abundance and crypto providing scarcity in a complementary relationship.

  • “we immediately saw that this convergence was going to net some insane winners and also insane technology and kind of like a very beautiful relationship, where AI is all about abundance. Crypto is all about scarcity. And I think these two paired together will make magic together”

    Anil·18:30

  • “we really believe there's gonna be a bunch of new, like, billion dollar companies created over the next five years because of AI and the convergence of AI and all these other trends”

    Jose·33:28
• $STABLES - Stablecoins are transitioning crypto from speculation to savings, exporting the dollar globally and creating new demand for US treasuries.

  • “crypto has gone from this technology that was primarily used for speculation... But it is now actually going to another bigger use case, is savings, right, via stablecoins exporting the dollar out to the world, which is both beneficial for other people in third world countries, places like India, etcetera, as well as The US, where now we have a new bid for treasuries”

    Anil·28:16
• $INFRA - Infrastructure and deep tech investments are a major focus area, with Delphi making significant investments in AI infrastructure and robotics.

  • “Fund three... that one saw a decent amount of crypto AI and and then actually gradually started. For the first time, we were investing non crypto names into that fund, and so that kind of was further down the deep tech rabbit hole of AI and and some robotics”

    Tommy·14:26
• $DEFI - Delphi has been heavily investing in DeFi infrastructure and sees continued opportunity in the space.

  • “fund two... that one primarily was in a lot of kind of DeFi and and infra, mostly crypto plays”

    Tommy·14:11

Bearish:

• $SAAS - SaaS businesses in crypto face horrible churn rates, especially with crypto payments that can't be automatically renewed like credit cards.

  • “SaaS businesses have horrible churn or pretty bad churn. But with a lot of our payments being made in crypto, they're not like credit cards where you can charge that again in twelve months later”

    Anil·4:00