Top Results72 results
An Ode To Bitcoin
Our thesis was the secular trend of global currency debasement would continue — if not accelerate — and...If global currency debasement was the virus, bitcoin was the most effective antidote.
12 Min
Other
Dec 2024
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
The reason for adoption might vary, be it diversification or hedging against the dollar debasement, but...
22 Min
Infrastructure
Apr 2025
The Public Crypto Accumulator Era - Part 1
But what began as a macro hedge against fiat debasement has since evolved into a repeatable capital structure...
31 Min
Macro & Markets
Jun 2025
April Showers… May Flowers? - Macro & Markets May 2025
Our underlying thesis of continued currency debasement remains firmly intact despite short-term fluctuations...
25 Min
Macro & Markets
Jun 2025
The Year Ahead for Markets 2025
In a world where the Fed — and other central banks — are driving 5-7% annual debasement of their currencies...Global Liquidity → Currency Debasement Marches On On the macro front, reality has been falling in line...value proposition is ultimately the purest expression of it — the most pure hedge on global currency debasement...
90 Min
Macro & Markets
Dec 2024
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
...mailing list has morphed into an asset colloquially known as ‘digital gold’, a hedge against global fiat debasement...
14 Min
Macro & Markets
Oct 2024
The Dark Night Rises - Part 1
Fed Liquidity is essentially a tracker on US monetary growth — and monetary growth drives currency debasement...In a world where the Fed — and other central banks — are driving 5-7% annual debasement of their currencies...
23 Min
Macro & Markets
Jul 2024
Market Musings - A Bad Break For Bulls... What's Next?
...decent time horizon, it is hard to be bearish an asset class programmed to move higher the more that debasement...
10 Min
Macro & Markets
Jul 2024
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
...really stimulus and liquidity growth that we expect from all these bigger macro factors and currency debasement...
Macro & Markets
Oct 2024
High off the Halving
Bitcoin is the purest hedge on currency debasement — an important distinction, and one we’ve been harping...Monetary inflation drives currency debasement — which in turn boosts asset prices as the denominator...With the path for future fiscal deficits all but inevitable, we’re finally seeing the currency debasement...
7 Min
Macro & Markets
Apr 2024
No Pain, No Gain
The currency debasement narrative is taking hold, sparking demand for assets that can fight back....We see a similar relationship if we swap in BTC — the highest beta bet on currency debasement and monetary...
13 Min
Macro & Markets
Apr 2024
Pro Crypto Insider Talks - July 2024
...because the 401K, if it’s in the S&P 500, goes up about 12% a year, which is the same as global debasement...
Macro & Markets
Jul 2024
DeAI II: Seizing the Means of Production
“outside money”: a tool to push hard-won property beyond the reaches of increasingly profligate and debasement-prone...
42 Min
Artificial Intelligence
Jul 2024
Charting Crypto Cycles
...in anticipation of these easing conditions, as crypto is one of the purest bets on global currency debasement...Historically, if an investor wanted to hedge against currency debasement, they only had a few choices...
17 Min
Macro & Markets
Mar 2024
Bitcoin's Global Breakout
...price, but it falls short of telling the bigger story at play right now — the story of global currency debasement...
5 Min
Macro & Markets
Mar 2024
Delphi's Market Matters - January 2025
You have to believe that currency debasement. trend, the secular trends going to reverse course.
70 Min
DeFi
Jan 2025
Attention Is All You Need
Many investors view crypto as a high-beta play on currency debasement.
33 Min
Financial Market Themes
May 2024
Delphi's Markets Year Ahead 2025
Uh, you know, monetary debasement, global liquidity, it’s, it’s just a very easy, clean narrative for...And as this whole, you know, monetary debasement thing continues to play out over the next decades, or...
70 Min
DeFi
Dec 2024
Why Things Will Get Crazier - Crypto Insider Talks October 2024
And so in that window, this whole point about currency debasement around deficits, we’ve added in the...stark sign around what’s happening, what really matters, liquidity, the outlook for liquidity, monetary debasement...
68 Min
Macro & Markets
Nov 2024
Investing Frameworks For The Exponential Age | Crypto x AI Event
...does that coexist with a lot of what we’ve talked about for arguably years now with the big currency debasement...the bigger picture thesis we’ve had around monetary inflation. [00:12:51] Raoul Pal: So the monetary debasement...But I realized from the debasement of currency that I’ve talked a lot about that actually That was not...
60 Min
DeFi
Oct 2024