Top Results41 results
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
April Showers… May Flowers? - Macro & Markets May 2025
This can be best seen when looking at the dispersion between ETH-based DeFi protocols, and SOL-based...
25 Min
Macro & Markets
Jun 2025
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 - 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
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
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 - A Tale of Two Markets
The theme of dispersion has transformed into the theme of decimation....The theme of dispersion has turned into decimation. Eternal chop continues.
12 Min
Macro & Markets
Sep 2024
Market Musings - No Pain, No Gain
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
Market Musings - Crypto's Apathetic Recovery
Was it all macro led due to the BoJ hiking, does dispersion get even worse from here, and what’s the...
11 Min
Macro & Markets
Aug 2024
The Year Ahead for Markets 2025
The second driver of poor sentiment was dispersion....*@ceterispar1bus — YTD Performance thru December 5th* The dispersion we saw this year was new for crypto...
90 Min
Macro & Markets
Dec 2024
Delphi's Office Hours (6th of August, 2024)
Was it all macro led due to the bank of japan hiking, does dispersion get even worse from here, and what...I said, I think dispersion gets a lot worse from here....Like, do you think like, I guess this kind of goes to your, like this, like the dispersion thing that...He’s talked about dispersion, right. And supply overhang.
Macro & Markets
Aug 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
Market Musings - A Bad Break For Bulls... What's Next?
...liquidations finally rolling in → backwardation BTC market structure/positioning reset Altcoin – BTC intraday dispersion...
10 Min
Macro & Markets
Jul 2024
Pro Crypto Insider Talks - July 2024
...portfolio that things become more and more common, especially this year because we’ve seen so much dispersion...Not everything goes up the straight line and I think we’ll continue to see dispersion, but some of the...
Macro & Markets
Jul 2024
Delphi's Market Matters - February 2025
...was pretty bad for, for a lot of the market or for a lot of the year, and that was largely due to the dispersion...that we saw a dispersion of returns that we saw....Um, and like obviously last year was characterized by extreme dispersion.
64 Min
DeFi
Feb 2025
Ronin’s New Frontier
If gamer growth fails to keep pace with expanding game offerings, we’ll likely see greater dispersion...
8 Min
Gaming
Feb 2025
High off the Halving
...been held equal across all coins, as many alts find themselves near 2024 lows, making for quite the dispersion...
7 Min
Macro & Markets
Apr 2024
Attention Is All You Need
This cycle, the new infra has been less inspiring, and the market has been choppier, with greater dispersion...
33 Min
Financial Market Themes
May 2024
Delphi's Markets Year Ahead 2025
The second one, um, was dispersion....So there’s been like just extreme dispersion across the market. That would be number two....Uh, so it kind of like speaks to the, the big dispersion that’s been happening this year.
70 Min
DeFi
Dec 2024