Research Associate
Jason is a Markets Analyst at Delphi and helps to provide insight into various macroeconomic and digital asset trends and narratives. Prior to Delphi, Jason worked on a fixed income trading desk and at JP Morgan’s Private Bank, working closely with private equity principals and their firms.
Jason is a Markets Analyst at Delphi and helps to provide insight into various macroeconomic and digital asset trends and narratives. Prior to Delphi, Jason worked on a fixed income trading desk and at JP Morgan’s Private Bank, working closely with private equity principals and their firms.
Markets
Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more.
Markets
Join us as we discuss the most important themes, narratives, and projects to look for in 2023.
Finance
We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every major tailwind that propelled the crypto market higher in Q2 2020-Q4 2021 turned against it, resulting in one of the sharpest and quickest price drawdowns we’ve seen to date. Bull markets are where most investors make their money, and bear markets are where you fight to preserve those gains. But long drawdowns have a silver lining in that they encourage deeper reflection, giving all of us a chance to re-evaluate what really matters and where we really want to spend our time.
Markets
2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable corrections are healthy for long-term secular uptrends.
Markets
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more.