Markets· ★★★· neutral·

Delphi Digital: bet on speculative infrastructure, not individual assets

  • —Kalshi and Polymarket volume reached $53B in July 2026, up ~25x year over year
  • —0DTE options grew to 66% of all SPX options volume by July 2026
  • —Non-crypto derivatives on crypto exchanges rose from $52B in January to $268B in June 2026
  • —44% of US Gen Z investors picked crypto as their first investment
Why it matters: The report shifts investor focus from individual tokens to exchanges and protocols that earn on trading volume regardless of which speculative bet wins.
Source: CoinPost
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