Top Results142 results
Hope Metric : Macro Signal Monday (06-09-2025)
Since mid-May, we’ve seen repeated breakdowns in sentiment-price correlation, with no sustained recovery...June 9, the centroid sits at BTC ≈ $107,258 and HM ≈ 53.2, which places us firmly in one of those low-correlation...Institutional accumulation remains strong, macro conditions are improving at the margin, and sentiment-price correlation...
6 Min
Macro & Markets
Jun 2025
Global Markets Are One Giant Carry Trade
The normal correlation would indicate that a rise in JPY govt bonds would mean a selloff in risk-on assets...being a speculative asset, the rise in the Japanese government bond market would indicate an inverse correlation...Although $BTC has indeed moved in correlation with equities over the years, benefiting from global liquidity...
6 Min
Global Macro Themes
Apr 2025
Reading the Market’s Mind Before Price Catches Up
Many of the best setups emerge when this correlation breaks, price drifts from the emotional regime and...
2 Min
Other
Apr 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
Immediate Selling Pattern: On-chain data shows a clear correlation between new user verifications and...
26 Min
AI
May 2025
NFT Memo - Metas Worth Paying Attention To
The correlation of some NFTs with memecoins also means correlation to their downside, which explains...
19 Min
NFTs
Sep 2024
Hope, Quantified: When Sentiment Snaps Back, So Does BTC
...foundation for the Hope Metric, a 0 to 100 sentiment score and its companion tool, R², a 7-day rolling correlation...
7 Min
Macro & Markets
May 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
This selloff is primarily macro-driven rather than crypto-specific, with Bitcoin-equity correlation at...
3 Min
Macro & Markets
Mar 2025
Hope Metric : Macro Signal Monday (06-02-2025)
What stands out is the shift in correlation dynamics.
7 Min
Macro & Markets
Jun 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
RRP: Usage climbing again, liquidity cautious ahead of central bank meetings R² (Sentiment–Price Correlation...
6 Min
Macro & Markets
Jun 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
This enables them to definitively demonstrate the correlation between on-chain wallet activity and user...
44 Min
Gaming
Feb 2025
Running it back up again with YTs?
...with their underlying yield-bearing assets (YBA) to minimize impermanent loss through natural price correlation...
5 Min
DeFi
Feb 2025
Delphi's Office Hours (6th of August, 2024)
Close correlation or tight relationship with one another....You kind of have People that trade risk assets on correlation....And when your benchmark asset goes down, everything else de risk because of like, you know, correlation...
Macro & Markets
Aug 2024
Pro Crypto Insider Talks - July 2024
But what I like about this is the correlation is pretty uncanny, especially when you zoom in over the...Again, you’d expect this correlation to tighten back up, right?
Macro & Markets
Jul 2024
Trump, Tariffs, & Time - Crypto Insider Talks (Jan. 2025)
Kevin, you touched on this briefly before one of your other responses, but what’s your view on Bitcoin correlation...
50 Min
Macro & Markets
Feb 2025
The Year Ahead for Markets 2025
Global private credit growth has a strong correlation with Global M2 growth.
90 Min
Macro & Markets
Dec 2024
The Dark Night Rises - Part 1
Changes in household net worth have a close correlation with future USG revenue via increased tax receipts...
23 Min
Macro & Markets
Jul 2024
No Pain, No Gain
Just look at the correlation between US public debt levels and the Fed’s balance sheet over the last...We know the equity market exhibits an extremely strong correlation with Fed liquidity, so it’s no surprise...
13 Min
Macro & Markets
Apr 2024
High off the Halving
...asset prices This has been standard operating procedure in the post-GFC world, evidenced by the stark correlation...
7 Min
Macro & Markets
Apr 2024
Delphi's Market Matters - January 2025
...real yields versus the dollar, you can see again, we’ve showed this chart before, very, very strong correlation...
70 Min
DeFi
Jan 2025
A Frenzy Over Bitcoin Ordinals & Runes
Including data in a Bitcoin block can be costly due to the correlation between file size and fees.
35 Min
BRC-20 / Ordinals
Feb 2024