Top Results162 results
The Public Crypto Accumulator Era - Part 1
From the onset of COVID-era quantitative easing in March 2020, to the start of the Fed’s aggressive rate...
31 Min
Macro & Markets
Jun 2025
Market Musings - Through The Fire And Flames
Largest VIX move since COVID, GFC —> one of the largest one-day spikes in implied volatility (VIX)...perspective, this recent meltdown saw equity market volatility jump to levels last seen during the COVID...
14 Min
Macro & Markets
Aug 2024
Proof of Gamer: How KGeN is Reimagining User Acquisition
Following a period of record growth during COVID-era lockdowns, 2023 and 2024 saw widespread layoffs...
44 Min
Gaming
Feb 2025
Pokémon Cards in 2025…as NFTs?
The Pandemic Boom The first modern wave of Pokémon mania began during the COVID-19 pandemic of 2020.
7 Min
Gaming
Apr 2025
A Game Enthusiasts Guide to Tencent's Top Upcoming Games
...important to note that Chinese domestic investment has reduced significantly from the highs during covid...
6 Min
Gaming
Apr 2025
The Inefficient Market Hypothesis
During the peak of Covid-19, when rid-sharing was at a historic low, Uber ran an expansive “No mask,...Ticketmaster’s grip on the entertainment industry has grown consistently since the merger, shrugging off COVID...
43 Min
DeFi
Sep 2024
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
From the post-Covid rally in 2020 to the inflation-driven drawdowns of 2022 and the multi-asset rebound...
10 Min
Macro & Markets
Jul 2025
The Year Ahead for Markets 2025
Household net worth is at an all-time high (>$160 trillion) — over $40 trillion higher than its pre-COVID...“Global M2 grew at an average annual rate of ~5% in the prior decade pre-COVID.
90 Min
Macro & Markets
Dec 2024
The Dark Night Rises - Part 1
...appears to be relatively healthy, while US households are >$40 trillion wealthier than they were pre-COVID...If US M2 growth were to revert back to just 50% of its pre-COVID annual average growth rate, that would...If we saw a full reversion back to its pre-COVID average, we’re talking $4-5 trillion of US M2 growth...
23 Min
Macro & Markets
Jul 2024
Delphi's Market Matters - April 2025
There’s been this khap recovery since Covid that has not left us because of the way the Fed and treasury...Besant, but that it wasn’t, it was definitely not at all clear like a March banking crisis liquidity or covid...
73 Min
DeFi
Apr 2025
DeAI IV: The Agentic Economy
Economics: predictions around unemployment and inflation Healthcare: predictions around the viral spread of COVID...
63 Min
Artificial Intelligence
Oct 2024
The Year Ahead for AI + DePIN 2025
China to eventually become AI-pilled and start building data centers like they built hospitals during COVID...
122 Min
Artificial Intelligence
Dec 2024
Pro Crypto Insider Talks - July 2024
But that imagery was from over COVID when I was living there for a year, which was wonderful.
Macro & Markets
Jul 2024
Overcoming The Limits of Scale in Virtual Worlds
...projections have had to be readjusted due to a slower than expected market recovery following the post-covid...
53 Min
Gaming
Aug 2024
Delphi's Office Hours (6th of August, 2024)
...really [00:35:53] Kevin Kelly: quickly to that, to that point, like you could, there’s some parallels to COVID...
Macro & Markets
Aug 2024
Delphi's Market Matters - February 2025
...feel scared, um, like, think during, like, the 2008 financial crisis or during, um, like, the start of COVID...
64 Min
DeFi
Feb 2025
Attention Is All You Need
Not to mention the COVID lockdowns, which absolutely decimated in-store sales.
33 Min
Financial Market Themes
May 2024
Tin Nguyen: Gaming IP in the Age of AI
I still feel like we don’t fully appreciate that COVID happened. Like, that was bizarre.
68 Min
DeFi
Jan 2025
Delphi's Market Matters - January 2025
We saw big uptakes COVID and we saw, you know, another kind of big uptake when the dollar got really...
70 Min
DeFi
Jan 2025
Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub
...from there, um, I kind of picked up the pieces and it was just like kind of right at the beginning of COVID...
78 Min
DeFi
Jan 2025