To be sure all our Institutional members were able to benefit from the open conversations with strong teams building and investing in the space, we’re sharing a transcript of the first official AMA we...

Long-term value potential and analysis of Bitcoin...

Bitcoin Ordinals kicked off an entirely new concept and Bitcoin sub-market....Bitcoin miners are a fundamental part of the Bitcoin ecosystem....In October, $ORDI was trading at around $4....Bitcoin and Bitcoiners are famously skeptical of additions to Bitcoin core protocol....Bitcoin’s core premise.

Delphi Daily on UMA....

As I said on @SquawkCNBC this morning, the supply/demand dynamic in bitcoin right now is off-the-hook...Bitcoin is the cool kid on the block again…much to the dismay of gold bugs.  ...BTC is still ~10% off its all-time high in USD terms, whereas its market cap is within 4% of its respective...

Key Takeaways Bitcoin is capturing the mind share of younger generations because of its volatility and...Some argue bitcoin’s latest parabolic move is stealing market share from gold but that’s only the tip...Which is why Bitcoin is so fascinating to them....Bitcoin Running Ahead of Schedule Bitcoin wasted no time in the new year, kicking off 2021 with a +35%...

Is Bitcoin Eating the World?...Bitcoin was not the only asset taking a hit....As I’m writing this BTC is down 3-4% on the day alongside stocks, gold, bonds, and asset prices generally...Bitcoin, however, is new to most....But bitcoin won’t be shackled to playing just one role.

Insights from the Bitcoin options market.

Delphi Daily on UMA....

For more in-depth detail and context, be sure to check out our latest Bitcoin Outlook published just...Seasonality Struggles The early months of a new year are typically the most challenging for bitcoin,...But working off the data we do have, the argument for bitcoin’s Q1 weakness is likely two-fold.

I had the privilege of presenting at CoinDesk’s Bitcoin for Advisors conference earlier this week....The title of the session was “Global Macro Outlook and What It Means for Bitcoin”; needless to say I...Bitcoin’s investor adoption curve is one we’ll be watching closely for years to come...., “Global Macro Outlook and What It Means for Bitcoin”.

Eighteen months after our inaugural State of Bitcoin report and our conviction in the long-term value...proposition of Bitcoin is as strong as ever....We strongly believe Bitcoin offers several key advantages over traditional safe haven assets, which will...Within The State of Bitcoin 2020, our team dives into all this and more!

Something to watch for going forward… Bitcoin’s initial price drop following the CPI release triggered...a resurgence in memes mocking those who put their faith in bitcoin as an inflation hedge....Joe Weisenthal, host of Bloomberg’s Odd Lots podcast and frequent Bitcoin critic, got in on the action...

Key Takeaways The MVRV ratio is a on-chain metric that measures Bitcoin’s market value (MV) against...Realized value was conceptualized by David Puell and Murad Mahmudov, and it values the Bitcoin network...However, it’s important to note that the Bitcoin market is a completely different animal today than it...A look into key data points for Bitcoin and what they say.

As Bitcoin is the largest coin by market cap, a strong Bitcoin often acts as a tailwind for the broader...But the block rewards halve every 4 years, from 50 to 25 to 12.5, to 6.25 and so on....Bitcoin halvening events have historically signaled a substantial increase in the price of Bitcoin....be bearish in Bitcoin’s case.

On-chain analysis, market indicators, and cycle comparisons to understand the current state of Bitcoin...

The start of December has disappointed many bitcoin hodlers who thought BTC would be halfway to $30k...Bitcoin reacted similarly after putting in a new all-time closing high back in Feb. 2017; it fell more...“Declining market volatility, easing financial conditions, and a weaker USD” are all fodder for bitcoin...

Bitcoin is on pace for its best day in over five weeks on the back of its +10% surge in the last 18 hours...Bitcoin was trading around $7,200 at the time, equating to a +20% gain since....ve seen a steady decline in expected vol for risk assets like equities, which tends to bode well for bitcoin...

Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....Visions of Bitcoin Along with the ebbs and flows of Bitcoin’s narrative, Bitcoin the asset has gone through...10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...Bitcoin offers a life raft.