ceteris
183 posts collected
ceteris
@ceterispar1bus
head of research | delphi
This archive holds 183 posts and 1,472 replies back to 5 May 2026
if we tokenized the cheese loans as an rwa, even if the cheese melted you'd still have the tokenized version. what tokenization is doing to the concept of an asset, few understand.
The biggest cheese banks in Italy store 300,000+ wheels of Parmesan. Dairy farmers use cheese as collateral and get loans up to 80% of market value. At ~$1,000 per wheel, that’s $200m+ in loans (banks seize and sell ch...
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highest leverage thing fwa can do now is around curation imo, not mechanics of protocol. getting a couple unique high value assets or a famous artist to drop a 1/1 would go a long way. unique advantage fwa has over other platforms is in the curation.
$fwa got me to use ethereum again, an insane achievement. no idea where it goes but would love to see more and more onchain stuff like this. https://x.com/ceterispar1bus/status/2082877535545655691/video/1
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all the corgi talk this week has me feeling nostalgic x.com/ceterispar1bus/status/20…
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steady zec migration to ironwood so far, no real big spikes or drops and ~127k/day. 31.2% has now migrated after ~ 8 days. x.com/ceterispar1bus/status/20…
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@that1618guy goes further into this market dynamic here in his latest for delphi, “the crowded book” x.com/delphi_digital/status/20…
Our new report "The Crowded Book" is live! Why do crowded trades that fall together recover so differently? Every rally needs continued demand. In a funded trade, that demand comes from cash flow or a supply sink that...
$ZEC $HYPE $VVV - A privacy coin, a perp dex and an AI token. 3 names that share nothing fundamentally yet trading correlated like one asset for months. Everyone that I spoke to then was in exactly these 3 trades. Which got me thinking… is crowding actually a bad thing? So I t.co/QVzMgEwzBD
remember reading this end of 21 and thought it was engagement bait. didn’t happen to ledger of course but very prescient. legendary call, rip.
1. Ledger wallet seed generation found not to be truly random, allowing hackers to steal funds from hardware wallet users worldwide who did not generate their seed phrase separately
.@ceterispar1bus nailed it the appeal here of ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845 is not just as an nft gacha but as a platform for almost anything - pokemon and other collector crypt things are slowly being added right now and much like he mentioned i also came
full 10-15 min discussion on fwa and everything else here x.com/Delphi_Digital/status/20…
A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto....
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investing is not like entrepreneurship playing great defense is the most important thing you need at least 20 years to tell whether someone's outperformance is due to skill vs luck those fawning over leopold dont understand this. but those critisizing him are not in the arena
one of the most insane threads i've seen on here x.com/ceterispar1bus/status/20…
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$fwa got me to use ethereum again, an insane achievement. no idea where it goes but would love to see more and more onchain stuff like this. x.com/ceterispar1bus/status/20…
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one of the best parts of my job at Delphi is hands down simply getting founders on calls and picking their brains it's hard to build an informed view without first hearing how the people who've been grinding for years in their sectors actually think and operate. Been having
fun ep. markets, zec ironwood, ai, fwa and more
A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto....
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basically all of the most knowledgeable & up to date people i know in the ai trade were bearish apple. goes to show the more you know does not necessarily make you a better investor. x.com/ceterispar1bus/status/20…
fed meetings going to be a lot more fun
With interest-rate futures markets pricing in a one-third chance of a Fed hike today, whatever the Fed does will be the largest "surprise" at a non-rate-cut meeting since 1997, according to Goldman Sachs. A hike would...
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Robotics has become a global industrial race. Can the US compete with China? We went inside Standard Bots, the company betting America can build them at scale. Our first Delphi Media production premieres tomorrow on @RoboStrategy. t.co/Kz24IUhekg
awesome dashboard to track orchard > ironwood progress: cipherscan.app/ironwood 20 zec moved in first few mins x.com/ceterispar1bus/status/20…
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