Alpha Beyond Alpha——DelaneyCapital Asia

Dubai
Joined February 2015
Regarding the #Delaney Ecosystem Incentive Upgrade: ⏰ Effective: Aug 26, 2026, 12:00 (UTC+8) The new 3-level referral incentive structure will take effect at that time: 🔹 Level A: 1% 🔹 Level B: 3% 🔹 Level C: 5% ⭐ Star-Level Rewards remain unchanged.
📢 Delaney Ecosystem Incentive Mechanism Upgrade Announcement To support the healthier, more sustainable, and long-term development of the Delaney ecosystem, and to further optimize the community incentive structure, Delaney will upgrade its existing referral reward mechanism:
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📢 Delaney Ecosystem Incentive Mechanism Upgrade Announcement To support the healthier, more sustainable, and long-term development of the Delaney ecosystem, and to further optimize the community incentive structure, Delaney will upgrade its existing referral reward mechanism:
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This adjustment is designed to simplify the incentive structure, optimize reward distribution, and focus ecosystem resources on community contributors who actively participate in market development and long-term ecosystem growth.
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Delaney will continue to pursue a stable and long-term development strategy, working together with its global community to drive sustainable ecosystem growth. 🚀 #Delaney #Web3 #Community #Ecosystem
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DelaneyCapital Asia retweeted
How much pizza does 1 BTC buy you over time?
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DelaneyCapital Official Announcement Since Delaney officially commenced operations on March 9, 2025, the project has maintained stable operations for more than one year. After long-term market practice and verification, the overall economic model of the project has operated smoothly, the architecture has remained solid, and all development trends have maintained a sound and stable momentum. In order to further optimize the project’s development structure, adapt to overall market development trends, and better meet the actual needs of users, the project operation team has reached the following decision after comprehensive research and evaluation: 🔄The cycle mechanism originally scheduled to be executed once every four months will be officially adjusted to a six-month cycle starting from June 20, 2026. Moving forward, the project will continue to uphold its philosophy of stable operations, steadily advance the implementation of various development plans, and fully safeguard the legitimate rights and interests of all participants as well as the long-term healthy development of the project. Hereby announced.
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DelaneyCapital Asia retweeted
In 2010, Satoshi Nakamoto gave his response to a question about Bitcoin and the rise of quantum computing “we can still transition to something stronger”
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Worth noting the real tension: Self-custody migrations + Satoshi’s coins. Either they move (signal) or they get locked (supply shock). Both are bigger market events than the quantum debate itself.
Saw some people panicking or asking about quantum computing's impact on crypto. At a high level, all crypto has to do is to upgrade to Quantum-Resistant (Post-Quantum) Algorithms. So, no need to panic. 😂 In practice, there are some execution considerations. It's hard to organize upgrades in a decentralized world. There will likely be many debates on which algorithm(s) to use, resulting in some forks. And some dead project may not upgrade at all. Might be a good to cleanse out those projects anyway. New code may introduce other bugs or security issues in the short term. People who self custody will have to migrate their coins to new wallets. This brings to the question of Satoshi's bitcoins. If those coins move, then it means he/she is still around, which is interesting to know. If they don't move (in a certain period of time), it might be better to lock (or effectively burn) those addresses so that they don't go to the first hacker who cracks it. There is also the difficulty of identifying all his addresses, and not confuse with some old hodlers. Anyway, it's a different topic for later. Fundamentally: It's always easier to encrypt than decrypt. More computing power is always good. Crypto will stay, post quantum.
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DelaneyCapital Asia retweeted
We’ve come a long way...
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DelaneyCapital Asia retweeted
#Bitcoin was over 30 years of work.
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In traditional finance, $100,000 gets you a seat at the table. In crypto, it can build the table. That’s the difference.
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On this day across the years, $1,000 in #Bitcoin: 2013 - worth $1,028,986 today 2015 - worth $280,632 today 2017 - worth $72,970 today 2019 - worth $17,892 today 2020 - worth $10,673 today 2021 - worth $1,330 today 2022 - worth $1,634 today Same $1,000. Very different outcomes.
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DelaneyCapital Asia retweeted
EXCLUSIVE: Students in mainland China being taught lessons on Bitcoin earlier this year 🇨🇳
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Most #GTC coverage missed the point. This wasn't a product launch. It was #NVIDIA telling capital markets exactly how it sees the next 3–5 years — and what it's locking in before anyone else can. #DelaneyCapital's full breakdown: Token factories, sovereign AI, the Groq play, and why the Age of Inference changes everything. Read it on Medium 👇 medium.com/@capitaldelaney/d…
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If Iran wins, it's the end of five eras. 1991-2026: the unipolar era 1974-2026: the petrodollar era 1945-2026: the postwar era 1776-2026: the union era 1492-2026: the Western era Specifically, the end of the petrodollar (1974) would also be the end of the unipolar moment (1991) and the postwar order (1945). It would mark the moment when Eurasian powers were once again dominant over Western powers (1492). Finally, a rapid crash in the dollar's purchasing power coupled with military defeat could well break apart the American union (1776). Few seem to viscerally understand just how dependent America is on money printing. But the end of the petrodollar is the end of Keynesianism as we know it. And if there's a sudden cost-of-living spike on top of pre-existing levels of political polarization, which are already near Civil War levels...we could see the scenarios that Dalio, the Fourth Turning, and Turchin have described.
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DelaneyCapital Asia retweeted
Working on something ambitious is like climbing a mountain that’s covered in fog. You can't see a clear path to the top. You have to take a few steps into the unknown to be able to see the next few steps in front of you. Inevitably, sometimes you’ll end up a local maximum and have to backtrack. That’s fine, just keep moving.
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Stablecoins quietly became the M2 of the internet economy. Up markets → dry powder enters. Down markets → people park liquidity. Either way supply expands. That’s not trading. That’s a new monetary system booting up.
When markets went up, stablecoin supply went up. When markets went down, stablecoin supply *𝘤𝘩𝘦𝘤𝘬𝘴 𝘯𝘰𝘵𝘦𝘴* also went up. People want money that moves at the speed of the internet. Who knew?
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DelaneyCapital Asia retweeted
🚨STABLECOIN MARKET HITS $312B Macquarie says the stablecoin market has reached $312B, up about 50% YoY. Crypto trading still dominates usage, but payments and institutional adoption are rising as Visa, Mastercard, and banks integrate stablecoins.
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DelaneyCapital Asia retweeted
The 20 millionth Bitcoin was mined yesterday. Now there are only one million new Bitcoins to be mined, which will take over 100 years. Decentralized, inflation-proof, global money.
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