Top Results45 results
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
...on bolstering domestic industries and priorities over fiscal austerity will likely lead to increased deficit...these fiscal sustainability concerns, with many forecasting the opposite effect with respect to future deficit...is prompting a strategic shift toward self-sufficiency, raising the likelihood of increased fiscal (deficit...
25 Min
Macro & Markets
Jun 2025
Something’s Gotta Give
The Pledge Renewed inflation worries, soaring bond yields, growing deficit concerns, a strong US dollar...
7 Min
Macro & Markets
Jan 2025
Market Musings - Game Time For Crypto Markets
...any real concern or desire to address the 35-Trillion pound elephant in the room – the US debt and deficit...Don’t take our word for it, the congressional budget office projects that the annual budget deficit will...
16 Min
Macro & Markets
Oct 2024
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
2028, with a surplus of just 70.5M WLD after years of substantial shortfalls (including a 1.7B WLD deficit...
26 Min
AI
May 2025
Trump, Tariffs, & Time - Crypto Insider Talks (Jan. 2025)
It reduces the need for funding if you reduce the deficit....Lower deficits or narrowing that deficit, less UST issuance, less need for liquidity....outweighs any of those potentially negative events that would come from actually narrowing the fiscal deficit...was going to say, what is the in order to to fund that, you’re essentially just going to run a bigger deficit...
50 Min
Macro & Markets
Feb 2025
Tale of Two Chains - Arbitrum and Unichain’s New Sequencing Policies
This has left a net deficit of $118M.
8 Min
Infrastructure
May 2025
The Dark Night Rises - Part 1
, one thing remains clear — neither candidate seems to have any real feasible plan for reducing the deficit...
23 Min
Macro & Markets
Jul 2024
Delphi's Market Matters - April 2025
Uh, doge plus the budget reconciliation and, and reducing the, the fiscal deficit is extremely growth...
73 Min
DeFi
Apr 2025
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
...liquidity growth that we expect from all these bigger macro factors and currency debasement and the deficit...
Macro & Markets
Oct 2024
The Year Ahead for AI + DePIN 2025
...valued “firsts” or “originals” which tend to better withstand the harsh erosion of time in an attention deficit...
122 Min
Artificial Intelligence
Dec 2024
The Year Ahead for Markets 2025
Despite all the recent rhetoric around cutting the fiscal deficit, the gap between total government spending...
90 Min
Macro & Markets
Dec 2024
Delphi's Market Matters - January 2025
...everything from renewed concerns about re accelerating inflation to soaring bond yields to growing deficit...S. fiscal and global fiscal deficit concerns.
70 Min
DeFi
Jan 2025
No Pain, No Gain
...bonds—sparked by the then-incoming Prime Minister Liz Truss’s announcement of an aggressive and unfunded budget deficit—was...Treasury keeps funding at the short end, we are effectively on the path toward pure monetization of the deficit...
13 Min
Macro & Markets
Apr 2024
Why Things Will Get Crazier - Crypto Insider Talks October 2024
The next two or three, five– RAOUL PAL: What about Elon saying he can trim the deficit by $2 trillion...administration, we’re still not– it’s not like she’s coming in and solving, her administration solving this deficit....” – Raoul Pal Fiscal & Economic Outlook Examination of debt ceiling challenges and deficit spending...
68 Min
Macro & Markets
Nov 2024
Investing Frameworks For The Exponential Age | Crypto x AI Event
...tax revenue that can then actually start to potentially reverse that trend of debt to GDP growth, the deficit...like the bear case for Bitcoin because we’re talking about what a potential solution to this large deficit...
60 Min
DeFi
Oct 2024
The Year Ahead for Infrastructure 2024
The surplus or deficit dual LPs’ experience, manifests as an amplified or minimized IL depending on Rune...This begs the question; what happens in a hypothetical edge case black swan where the pool runs at a deficit...
93 Min
Infrastructure
Dec 2023
Monthly Chartbook - AI Narrative Takes the Wheel
A pittance when you consider we’re currently running a $1.4T per year fiscal deficit....the Treasury must rapidly rebuild its cash balance to sustain its functions due to the ongoing fiscal deficit...
30 Min
Global Macro Themes
Jun 2023
The End Game
At the time, the U.S. monetary mandarins began to worry about the balance of payments deficit because...The ideological contest drove up deficit spending and inflation — resulting in insufficient gold reserves...Sometimes the reserve currency nation may have to run a trade deficit to supply more of its currency...
38 Min
Macro & Markets
May 2023
Pulse Check on Liquidity Trends
The outlook for the US fiscal deficit is only getting worse, which means more Treasury debt issuance...
7 Min
Global Macro Themes
May 2023
A Theory of Dispersion
A permanent extension of the 1st term Trump Tax cuts (a stated priority) would increase the deficit by...
5 Min
Macro & Markets
Jun 2024