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Charting Crypto Cycles
The above chart is canonical but somewhat overcomplicates the psychology at play.
17 Min
Macro & Markets
Mar 2024
The Good, The Bad, & The Ugly [Charts]
The Good [Charts], The Bad [Charts], and the Ugly [Charts] The good news is so far we’ve seen strong...Note: the chart below uses trading days on Bloomberg....But if you look at a chart of several of those same asset classes normalized against the growth of the...
6 Min
Macro & Markets
Jun 2021
Institutional Chat AMA - Nov 4 2020
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...
1 Min
DeFi
Nov 2020
Charting Price Clues, Liquidity, & Market Musings
Chart of the Week – The SEC Won’t Let Me Be, Or Let Me Be Me Anyone who’s hung around the cryptoverse...Let’s look at the charts below from the lens of the market participants and order types discussed above...The below chart combines several of the topics discussed above, and in the referenced Market Insights...
14 Min
Macro & Markets
Apr 2022
UMA Is Listing On Uniswap in 4 Hours <br>- We Can Already Tell You What Happens
The first chart below shows how quoted prices on Uniswap are impacted by various levels of buying and...The second chart shows how the constant product curve guides the exchange rate a trader will receive...has shut down one direction of the mechanism, represented by the shaded area applied to the previous charts...
5 Min
Spot Exchange
Apr 2020
The first chart below shows how quoted prices on Uniswap are impacted by various levels of buying and...The second chart shows how the constant product curve guides the exchange rate a trader will receive...has shut down one direction of the mechanism, represented by the shaded area applied to the previous charts...
5 Min
Data
Apr 2020
State of the Charts
On the other hand, the DeMark Sequential Setup indicator that was triggered 4 days ago is not generally...This can be seen from the green line in the chart above.
3 Min
Macro & Markets
Apr 2025
Charts of the Week (7/16)
Welcome to our third installment of Charts of the Week. Check out last week’s drop here.
3 Min
Global Macro Themes
Jul 2023
Charts of the Week (7/9)
Welcome to our second installment of Charts of the Week. To see last week’s edition, click here....This week saw a fairly depressing chart make the rounds on CT, showing new crypto startups nuking amid...share of Bitcoin supply held/traded by U.S. entities has experienced a notable uptick (see YTD flows chart...
6 Min
Macro & Markets
Jul 2023
Charts of the Week (6/30)
Welcome to the first installment of Charts of the Week, a new weekly series where we cover the coolest...charts in the world....And without further ado, let’s get to some charts!...July 17th is when equities start to fade.” – GS desk And we’ll end this inaugural Charts of the Week...
4 Min
Financial Market Themes
Jun 2023
My Stacks Journey Part 4 – Final Thoughts.
This post will be the final one in my series exploring the Ordinal <> Stacks connection. I looked at how Stacks works and how it will work post-Nakamoto and dived into how people use the chain....
3 Min
Layer 2 / L2
Jul 2023
Let It Happen - Market Update 5/4/2025
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....
1 Min
Macro & Markets
May 2025
RUT/ Total3 charts look similar structurally
Looked at small cap charts this AM and I was reminde...
1 Min
Macro & Markets
Sep 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
The current timing lines up. 4....We’re about 4 to 6 weeks out from a window that could line up macro, technicals, and flows all at once...
5 Min
Macro & Markets
Jun 2025
The Aggregation Layer Thesis - Preconfer Call Notes #4
Brendan from Polygon presented ‘Agg Layer’, the Polygon’s solution to solve fragmentation between zk rollups that may not share sequencers.  Recording Slides Bridging assets between zk rollu...
3 Min
Infrastructure
Mar 2024
Livin' On A Prayer? - Market Update 4/6/2025
As promised – yet another market update video as the dust begins to settle in the aftermath of “Liberation Day”. It certainly promises to be a big week. If you have any questions, please comment bel...
3 Min
Macro & Markets
Apr 2025
Tariff Tantrums - Market Update 4/9/2025
We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...
1 Min
Macro & Markets
Apr 2025
BTC vs USD - Three Charts, One Winner
From the chart, if inverse DXY (purple line) rallies, BTC rallies....A summary of the DXY chart: In 2015 and 2016, 100 read acted as a ceiling....BTC vs Gold: The Rotation Trade Remains Intact I shared this chart several times in the Delphi members...This chart helps track that shift in real time. ...
5 Min
Macro & Markets
Aug 2025
Crypto Venture Capital Series Ep. 4: Andrew Kang of Mechanism Capital
25:23] at that time, but we’ve since taken a small Alpha position, so we’re happy to be on the same page...And even clones of Dogecoin have become multi-billion dollar assets to the fact that it sold for 4 million...
Asset Management
Jul 2021
NFT Culture Series Ep. 4: VonMises on Collection Strategies, Art Blocks Curation, and Future of Generative Art
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with VonMises, a member of the Art Blocks curation board and an avid NFT collector. The two discuss managing a large collect...
2 Min
NFTs & Gaming
Sep 2021