Delphi's Markets Year Ahead 2025
The Delphi Podcast10 Joulu 2024

Delphi's Markets Year Ahead 2025

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025.


🎯 Key Highlights


▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts

▸ Deep dive into stablecoin growth and institutional adoption trends

▸ Examination of L1 competition and relative value between BTC, ETH, and SOL

▸ Discussion of regulatory landscape changes and implications for crypto markets

▸ 2025 price predictions and major catalysts ahead


💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔


🧠 Follow the Alpha


▸ Ceteris' Twitter: @ceterispar1bus

▸ Kevin's Twitter: @kevin_kelly_ii

▸ Jason's Twitter: @3xliquidated

▸ Michael's Twitter: @mrink0


🔗 Connect with Delphi


🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital



🎧 Listen on


Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q



Timestamps


00:00 - Introduction and 2024 Overview

03:27 - ETF Impact and Market Trends

08:13 - ETH Breaking 4k and Market Dynamics

22:26 - Stablecoin Growth and Credit Markets

34:08 - Regulatory Environment Discussion

42:14 - Solana vs Ethereum Analysis

56:51 - 2025 Price Predictions

01:02:00 - Network Value Debate


Disclaimer


This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

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Web3 is Frictionless Collaboration: Stepan Simkin, Co-Founder & CEO of Squads Protocol

Web3 is Frictionless Collaboration: Stepan Simkin, Co-Founder & CEO of Squads Protocol

Continuing our Web3 series, we sit down with Stepan Simkin, Co-Founder and CEO of Squads Protocol, a collaborative infrastructure for Web3 native teams. We dive into how Squads facilitates collaboration, the state of DAOs on Solana, onboarding the next wave of users, and much more! Show Notes: (00:00:00) – Introduction. (00:04:04) – How Squads manages governance. (00:06:12) – Governance in Web3. (00:07:56) – DAO tooling on Solana. (00:13:21) – Squads onboarding process. (00:16:37) – DAOs on Solana. (00:25:16) – Interesting DAO tools. (00:29:22) – Bringing in the next wave of users. (00:39:16) – The future of governance. (00:44:24) – Squads’ roadmap. (00:48:24) – Closing. Social links: Stepan’s Twitter Squads Protocol Twitter Resources: Squads Protocol Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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BreederDAO: The Metaverse Factory Producing Strategically-Aligned Assets at Scale

BreederDAO: The Metaverse Factory Producing Strategically-Aligned Assets at Scale

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18 Maalis 202240min

Web3 Is Reimagining the Architecture of Applications: Preethi Kasireddy, Founder of DappCamp

Web3 Is Reimagining the Architecture of Applications: Preethi Kasireddy, Founder of DappCamp

Our Web3 series continues with Preethi Kasireddy, Founder of DappCamp, a hands-on experience on how to architect, develop, and scale a Web3 app on Ethereum. We dive into the differences in Web2 and Web3 application architecture including decentralized storage, blockchain querying, L2 solutions and much more. Show Notes: (00:00:00) – Introduction. (00:03:38) – Architecture of Web3 apps. (00:18:38) – Thoughts the future of wallets. (00:21:16) – Decentralized storage. (00:28:31) – Querying the blockchain. (00:33:47) – Aggregating fees for users. (00:37:46) – L2 scaling solutions. (00:42:23) – Cross-chain communication. (00:45:01) – Closing questions. Social links: Preethi’s Twitter DappCamp Twitter Resources: DappCamp Website The Architecture of a Web 3.0 Application Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

16 Maalis 202251min

Web3 Is the Logical Next Version of the Internet: Sahil Bloom, Investor and Co-Founder of The Room Where It Happens

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Our Web3 series continues with Sahil Bloom, Investor and Co-Founder of The Room Where It Happens. We talk about investing in Web3, differentiating community governance and ownership, onboarding the next generation of users into crypto, and much more! Show Notes: (00:00:00) – Introduction and Sahil’s background. (00:04:23) – XGamesDAO and governance. (00:11:13) – Community ownership and Reddit. (00:16:17) – Investing in Web3. (00:32:17) – Sahil’s Web3 focus. (00:37:32) – Industries ripe for disruption from tokenization. (00:41:43) – Thoughts on NFTs. (00:43:35) – What is Web3? (00:44:51) – Thoughts on Web3 social and closing. Resources: Sahil’s Twitter Sahil’s Website Sahil’s Podcast XGamesDAO Twitter Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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MetaMundo: The 3D NFT Marketplace for Building the Metaverse

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Web3 is Cryptography for All: Dhadrien, Founder of Sismo Protocol

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4 Maalis 20221h 16min