Excited to announce that OpenDelta joins forces with @nansen_ai to build a universe of onchain financial products under Joint Venture Protocol initiative. This partnership has been in the making for the past months.
OpenDelta has evolved significantly over this period and we are now ready to support a much more ambitious and long-term product roadmap.
Personally, I’m very excited to build together with @alexsvanevik and the Nansen team and push the industry forward.
1/ Today we’re launching NX8 — a crypto-native index product designed to track the top Layer-1 networks that underpin crypto’s most proven use cases.
It’s issued by OpenDelta and built in a strategic partnership with @nansen_ai.
Built for long-term, disciplined onchain wealth creation.
That's how we like it: a room full of payment professionals discussing how USDT on Bitcoin brings private stablecoin settlement to institutional traders.
Thanks to @GateInstitution for having us as co-hosts: Capital Social at @money2020 was a success!
Writing to our investors:
. Q1 was another terrible quarter for crypto, with total market cap declining -22% (after -27% decline in Q4 2025).
. Trading volume looked even worse: Q1 spot trading volume on centralized exchanges reached $3.1T, a -37% decrease vs Q4 2025. Perpetual futures trading volume (used by traders to trade on leverage) fell to $12.7T in Q1, a -26% decrease vs Q4 2025.
We continue to be in bear market, which we think will hold for 6-12 months. Institutional interest (eg Apollo, Fidelity, Blackrock), the technology (eg speed, privacy, AI adoption of crypto rails), revenue-generating applications (eg Hyperliquid, Pump), adoption of Real World Assets onchain (eg commodities, reinsurance) and regulatory improvements (eg Genius, Clarity bills) continue to build the foundation for the next major crypto cycle.
Happy to announce that tomorrow, May 9th, I am taking part in Colosseum's Frontier Hackathon with my https://t.co/RcmJf1oD22 project, build together with @StroomNetwork team (@rostique, @ablazetw)
Last week we incorporated Nansen Markets Pte Ltd in GMC, Bhutan 🇧🇹
We need bold ideas to build the future of finance. And GMC is a bold vision.
Grateful to everyone who hosted us in Bhutan - a beautiful country with an incredible people and culture.
Confession: 10 years in crypto, never used @solana. Until yesterday.
I taught my AI agent to use it for me — without handing it my keys.
Here's what happened 🧵 1/9
1/
We’ve made the decision to wind down OG30.
As we execute on our roadmap, we need to stay focused and allocate resources to the products and partnerships where we see the strongest traction and long-term potential.
While OG30 was an important experiment for OpenDelta, it hasn’t reached the scale we hoped for and maintaining it would take resources away from that focus. 🧵
Utexo has raised $7.5M from @tether, @BigBrainVC, and @PortalVentures to bring USDT natively on Bitcoin.
After more than a decade, USDT is finally coming home.
1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc.
https://t.co/oDYsukFxvF