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A Theory of Dispersion
Dispersion reigns supreme. This is a post to try and understand why....This means dispersion. Welcome to fiscal dominance.
5 Min
Macro & Markets
Jun 2024
Dispersion Returns to the Layer 1 Index
Ever since, however, the dispersion has been steadily increasing....Ever since, however, the dispersion has...
1 Min
Indices
Feb 2023
Dispersion Accelerates Post ETH-ETF Approval
A few months back I posted this chart below on the much talked about dispersion we’ve seen in crypto...
2 Min
Macro & Markets
Jun 2024
This Time is Different? Dispersion in Alts and New Halving Narratives
The conversation discusses the recent market volatility and the dispersion effect in the cryptocurrency...
55 Min
DeFi
Apr 2024
Market Musings - Strong Summer Start Turns Sour
This market pullback continues to show the same signs of the dispersion that have been present throughout...crypto natives heavily allocated to areas outside of BTC, it is likely that we will continue to see dispersion...
12 Min
Macro & Markets
Jun 2024
Dog Days of Summer
@davidlawant   Winners & Losers The second major theme of 2024 is market dispersion....This dispersion has served as a wake-up call for crypto markets that have grown accustomed to everything...More mature markets experience dispersion all the time — just look at the big tech stonks and the rest...The last “why dispersion” theory is retail — err, the lack thereof.
34 Min
Macro & Markets
Jul 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Alts Suffer & Dispersion Continues Last week’s market flush is a small blip when looking at BTC price...Last week’s market pullback has been yet another example of the dispersion that we have seen throughout...many crypto natives heavily allocated to areas outside of BTC, it is likely that we continue to see dispersion...
9 Min
Macro & Markets
Jun 2024
Delphi's Market Matters - June 2024
Altcoin recoveries were anything but evenly distributed, with more signs of dispersion in crypto markets...
1 Min
Macro & Markets
Jun 2024
Governance Digest
The DAO tokens would be used to claim their portion of the dispersed treasuries.
9 Min
DAO
Jan 2022
The Great Decoupling: Perception vs. Reality
There are some valid points to this argument, including the notable dispersion in performance we’ve seen...Since late June, we’ve seen correlations abate a bit as return dispersion widened.
11 Min
Global Macro Themes
Aug 2022
Quarter in Review, Macro Correlations, and HODL Strength
The dispersion of returns across quarters and years is irregular, indicating that there’s no real pattern...
3 Min
Macro & Markets
Jul 2021
Futures OI Leverage Ratio Indicates Deleveraging Event Yet To Occur
There are some valid points to this argument, including the notable dispersion in performance we’ve seen...
5 Min
Macro & Markets
Aug 2022
Market Musings - Through The Fire And Flames
...qvkmqgPtrp — 3xLiquidated 🎢 (@3xliquidated) August 7, 2024 As we noted in the Dog Days of Summer, dispersion...Was it all macro led due to the bank of japan hiking, does dispersion get even worse from here, and what...
14 Min
Macro & Markets
Aug 2024
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
I have articulated this view many times in the past and why it has resulted in the performance dispersion...the next several weeks will be indicative of the market appetite and if we will continue to see the dispersion...
14 Min
Macro & Markets
Oct 2024
Sei Network: DeFi-Optimized Cosmos Chain
With internationally dispersed validators, it takes longer for messages to travel between them and thus...Colocation reduces latency by ~46% vs. international dispersion 50 validators is the limit before seeing...
15 Min
Orderbook
Sep 2022
Zenrock: Paving the Path in dMPC
As more blockchain platforms and protocols have emerged, assets have been dispersed across these chains...
12 Min
Cross-Chain
Feb 2025
Pickle Finance: More Than Just A Meme
...building a treasury makes much more sense as the project can build a balance sheet, add optionality (burn, disperse...
10 Min
Stablecoins
Sep 2020
Market Musings - Eternal Chop
Was it all macro led due to the BoJ hiking, does dispersion get even worse from here, and what’s the...
10 Min
Macro & Markets
Aug 2024