Related research

The Year Ahead for Markets
By
Anil Lulla•
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.

A Nuanced Approach to Estimating Mark-to-Market Crypto-Asset Values
By
Anil Lulla•
The reasons for the monumental collapse of FTX still aren't entirely clear. There are numerous theories that speculate on what went down. Yet, nothing can be said with absolute certainty. That said, several pieces of this puzzle have been uncovered, and there’s one that stands out clearly.

Crypto's Make or Break Moment
By
Anil Lulla•
Crypto markets have been attached at the hip to traditional risk assets for the better part of the last 12 months. For better or for worse, everything has been distilled down into one big macro trade.

Post-Merge Fallout: A Closer Look Into Price and Issuance
By
Anil Lulla•
Post-Merge Fallout: A Closer Look Into Price and Issuance The Merge underscores perhaps the most impactful milestone from the original […]

With The Merge In The Rear View, What's Next?
By
Anil Lulla•
📊 Macro Back In Vogue? As we cautioned last week, the August 2022 CPI print on September 13th would likely […]

Wake Me Up When September Ends
By
Anil Lulla•
📊 Food For Thought Pt 2 In last week’s edition of Market Insights, “Markets Gear Up For Dreaded September”, we […]
Concepts
Access Exclusive Research
With Delphi Pro
Tap into the industry’s most comprehensive research reports and media content
on digital assets.
Be the first to discover exclusive opportunities & alpha
Understand the narratives driving the market
Build conviction with actionable, in-depth research reports
Engage with a community of leading investors & analysts