🔍 Bitcoin: More Than Just Digital Gold?...The buzz around Bitcoin being used as something other than digital gold has led to other players exploring...Combined, these projects represent a new path forward for Bitcoin: one where it is more than just digital...gold...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Dominates-As-Digital-Gold-Narrative-Strengthens...-7-22-2019.pdf” title=”Macro – Bitcoin Dominates As Digital Gold Narrative Strengthens – 7 22 2019″]...gold....gold and crypto more broadly.

Bitcoin’s “digital gold” narrative took on new life earlier this summer as 6-Month Performance (Normalized...gold” narrative....Bitcoin’s “digital gold” Frequency of "Gold" in Bitcoin Headlines (The TIE) narrative took on new life...Louis, CME, CFTC 6 Research October 7th, 2019 Gold's Summer Rally Takes Break Gold Price vs.

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-_Option-on-Digital-Gold_-Proving-It-Can-Walk-the-Walk...-7-8-2019.pdf” title=”Macro – _Option on Digital Gold_ Proving It Can Walk the Walk – 7 8 2019″]...Bitcoin has demonstrated its merit as the "option on digital gold" the last several weeks, trading closely...

It may be more appropriate to treat BTC as a cheap option on the potential of digital gold instead....Gold Correlation (30-Day) GLD Price 0.6 Research March 1st, 2019 The "Option" on Digital Gold The...gold.”...It may be more appropriate to call it an option on digital gold instead.

Introduction Over the years, secondary markets for digital assets have undergone significant structural...The digital asset secondary market is increasingly resembling the robust secondary markets in traditional...Theme #1 – Digital Asset Secondary Market Continues To Mature Digital asset markets have evolved markedly...

Digital asset secondary markets have structurally flipped from token-dominated to equity-preferred, with...A Delphi Digital x SecondLane data report.

...the foundation for this new landscape and what it could mean for the future of automated commerce and digital...as a coordination layer that equips agents with the tools needed to reliably collaborate in complex digital...As specialized, autonomous agents become more capable and central to digital labor, the need for a universal...

The Role of NFTs in Shaping Digital Identity The concept of digital identity plays a heavy role in Reddit...Thus, Reddit’s introduction of NFT avatars signifies a profound evolution of digital identity, taking...The Collectible Avatar Shop serves as a marketplace for these unique digital assets.

The Macro & Market chartbook examines many of the key macro & market themes taking place throughout the course of the year. The chartbook publication aims to marry the top down macro-liquidity...

CFTC US Dollar Index (NET SPEC POS) Data as of August 2025 Source: Delphi Digital, Bloomberg Gold..., Bloomberg Gold Px (3mo%) -5% Jul-25 Aug-25 Sep-25 Gold Price (3mo%) GLD + IAU Fund Flows ($MM,...& BTC…this is what we often refer to as the End Game… BTC converge with Gold?

Moreover, photography has always adapted to new technologies, from film to digital images....This differs from the typical 10,000 PFP collections, which function more like digital collectibles and...The platform consists of Quantum Lens (NFT photographs) and Quantum Canvas (digital art).

...pricing data as of 5/14/25 close; all dollar references herein refer to USD Executive Summary Galaxy Digital...(“Galaxy” or the “Company”) is a digital asset and AI infrastructure focused holding company....Mike Novogratz (CEO and Founder) spent decades on Wall St. before founding Galaxy, making partner at Goldman...

Underperforming gold....Maybe “digital gold” isn’t enough when the original thesis was “digital freedom.”...It’s not even a straightforward “digital gold” narrative where you can point to Bitcoin and apply a percentage...Gold’s market cap is approximately $17 trillion (above-ground gold; broader estimates including reserves...

Gold’s Structural Demand, Debasement Trend Shines At the start of the year, we called gold “one of the...Goldman Sachs forecasts central bank gold buying will average 70 tonnes per month throughout 2026 or...trade in yuan (which is now backed by much more valuable gold reserves).

Today, Bitcoin is digital gold....We didn’t say it would steal all of gold’s market share in investor portfolios or replace central bank...So, we began by comparing BTC’s potential market value to that of the investible gold market....Bitcoin is now seen as a digital-gold-like asset that, similar to gold, doesn’t change a whole lot year...

Below I revisit the original BTC/Gold ratio call, walk through how the gold and macro calls from our...Nobody is talking about BTC outperforming gold through gold weakness, but that is precisely what has...Gold: The Year Ahead Scorecard In our Year Ahead Markets 2026 report, we called gold “one of the best...

In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....

...ideas in a niche cypher-punk internet mailing list has morphed into an asset colloquially known as ‘digital...gold’, a hedge against global fiat debasement and fiscal irresponsibility from government....With gold and equities consistently grinding to new all time highs and with the clear bullish shift in...Gold has hit yet another all time high.

Switzerland’s largest bank, UBS, deployed a Proof-of-Concept of their “Tokenized Gold” initiative on...Currently built on the UBS Global Gold Network, UBS Gold allows clients to purchase a claim to physical...gold. ...UBS deployed smart contracts on a ZK validium testnet to experiment with ways to scale its gold offering...