Delta

SOFT SIGNAL // $DELTA Some positions change your portfolio A few change what you’re able to do next I found Delta when it was still under $1m. At the time, the thesis was simple: Robinhood Chain was going to need infrastructure, and liquidity was one of the first real problems worth solving Since then, Delta became more than a trade for me It gave me room to take profits, rotate into new ideas, and keep building while still leaving a position behind because the original thesis hasn’t disappeared Today, Delta is building toward being the liquidity layer of Robinhood: simplifying LP creation, management, staking and compounding around assets on the chain https://www.coindesk.com/research/robinhood-chain-a-distribution-moat-the-market-is-already-pricing I sold some of the position, I didn’t sell the thesis Higher Still early to what Delta is becoming