Alpha Insights

King $COIN's Calculated Moves
By
Anil Lulla•
With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight one of […]

Is Crypto a Bull Signal for Risk Assets?
By
Anil Lulla•
Further expansion of global liquidity is one of the major prerequisites for crypto markets to continue outperforming. But we may […]

Crypto Insider Talks - Nov. 2023 (Video)
By
Anil Lulla•
There’s plenty to talk about in crypto right now, so this month’s Crypto Insider Talks covers quite a bit of […]

COIN Breaks to Fresh 52-Week High
By
Anil Lulla•
COIN continues to gain momentum after breaking to a fresh 52-week high this morning. We’ve been noting its breakout potential […]

Victory Coinbase
By
Anil Lulla•
The Sword of Damocles hanging above crypto markets, the unresolved rumor of a DOJ enforcement action against Binance, is finally […]

Breakouts Breakouts Everywhere
By
Anil Lulla•
As the crypto market looks to cap off its fourth straight week of gains, we’re starting to see more bullish […]
Coinbase Research Reports

WalletsThe Fat Wallet Thesis
By
Anil Lulla•
Protocols and applications are “thinning-out”, freeing up more room for whoever owns the end user. The “Fat Wallet Thesis” asserts that as the ultimate front-end, no one is better positioned to re-capture this value than wallets

Financial Market ThemesKing $COIN Marches On
By
Anil Lulla•
With the most recent Coinbase quarterly/annual numbers, this market memo aims to provide a short follow-up to our deep dive […]

Macro & MarketsStay The Course
By
Anil Lulla•
CT was initially filled with FUD and “I told you so” proclamations as the Bitcoin ETF approvals proved to be […]

DeFiOur Top Picks From 2023
By
Anil Lulla•
The last year was massive for both Delphi Research and the broader Web 3 industry. Although we only felt the […]

Financial Market ThemesCoinbase: From Sleeping Giant To Industry Leader
By
Anil Lulla•
A Certified OG Coinbase was founded on June 20th, 2012. That same day, the price of BTC hit $6.65. It […]

Layer 1 / L1Pro Crypto Insider Talks - July 2023
By
Anil Lulla•
In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull market, and the Unibot Telegram bot.
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