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Bitcoin's Global Breakout
All markets are simply a function of supply and demand — and right now demand is outstripping available...As I said on @SquawkCNBC this morning, the supply/demand dynamic in bitcoin right now is off-the-hook...Global Breakouts All Around US BTCUSD is the most common currency pair for quoting BTC’s price, but it...
5 Min
Macro & Markets
Mar 2024
Macro & Markets
Apr 2019
Video Games as the Trojan Horse for Global Blockchain Adoption
...rights Transparency into virtual goods (history, supply, authenticity) Ability to legitimize evident demand...(Source: NewZoo) Amazingly, March of this year was the first ever month where global video game spend...It’s easy to forget whilst getting tangled up in the web and all that comes with it, but 40% of the global...
7 Min
Art
Nov 2020
Bitcoin Demand Grows as Market Volatility Returns
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Demand-Grows-as-Market-Volatility-Returns...-5-25-2019.pdf” title=”Macro – Bitcoin Demand Grows as Market Volatility Returns – 5 25 2019″]...
1 Min
Layer 1 / L1
May 2019
Time to Buckle Up: The State of Global Markets
Meanwhile, considerable demand has been pulled forward; if future demand slows, the whole economic machine...After a typical summer lull, investors are coming back in full force, and we expect to see stronger demand...On top of that, the optimistic narrative around pent-up demand has largely played out; in other words..., demand has been pulled forward.
16 Min
Derivatives
Oct 2021
A Shift in Futures Margin, Low Demand for Puts, RAI's Rise
Update BTC opened the Asia session with a fair bit of selling, but this reversed fairly quickly as demand...This is normal, and open interest usually recovers its lost ground as long as sentiment and demand remain...
4 Min
DeFi
Aug 2021
Bitcoin Eyes Breakout Amid Global Risk-On Rally
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Eyes-Breakout-Amid-Global-Risk-On-Rally...-11-6-2019.pdf” title=”Macro – Bitcoin Eyes Breakout Amid Global Risk-On Rally – 11 6 2019″]...
1 Min
Macro & Markets
Nov 2019
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
...there’s been a big shift in core approaches to ecosystem building since 2020-22 – users have come to demand...Thala’s continued growth as a DEX is contingent on the macro demand to trade on Aptos....If traders net lose on the platform, the global debt pool shrinks....Focus on the portion of the market that has proven demand and market-fit today.
39 Min
Infrastructure
Jun 2025
UST Demand Surges, Markets Turn Sour, & Ember Sword Alpha
Chart of The Day: LFG and Mars Protocol Spur UST Demand For those unfamiliar, UST is a decentralized...The launch of Mars Protocol’s Lockdrop could be yet another catalyst for UST demand....Chart of The Day: LFG and Mars Protocol Spur UST Demand For those unfamiliar, UST is a decentralized...
6 Min
Stablecoins
Feb 2022
SOL & LUNA DeFi Explosion, Anchor & Lido Symbiosis Drives UST Demand
Coupled with Anchor’s borrow-to-mine ANC program, demand for UST has increased as a result....Anchor's integration with Lido helps drive UST demand.
3 Min
Infrastructure
Aug 2021
Uniswap v3, DOGE Supply Concentration, and Crypto Eating Global Money Supply
Uniswap v3 Most liquid tokens on Uniswap v3 Top 100 DOGE addresses own 70% of supply Crypto’s share of global...Key Takeaways Crypto’s cumulative market cap now represents over 2% of global M2 money supply — the...BTC alone represents 1% of global money supply, while other cryptocurrencies make up the difference of...
2 Min
AMM
May 2021
Dollar Weakness Boosts Global Liquidity
US dollar weakness over the last few months has given a boost to global liquidity – when measured in...The trend in global liquidity, and its impact on the dollar, remains a key factor for markets this year...
1 Min
Macro & Markets
Feb 2023
Bald Man Goes Global
But with Gary Gensler still running the circus, Brian Armstrong and co decided to pivot and go global...
2 Min
Macro & Markets
Mar 2024
Global Markets Are One Giant Carry Trade
I have to emphasize relative here, because we did still see a significant drawdown following global market...During last year’s unwind we caught wind of what this could mean for broader global markets....https://www.statista.com/statistics/246420/major-foreign-holders-of-us-treasury-debt/ Global Markets...
6 Min
Global Macro Themes
Apr 2025
DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal
People look at money demand, and money demand is the real thing here....They’ve also found that they’re competing with the global workforce because of globalization....The dollar is the global wrecking ball....You see, the dollar is 87% of all global trade, but the US is only 25% of the global economy.
Macro & Markets
Jun 2022
Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub
Like you guys have been trending globally on GitHub, which is nuts for, for weeks.
78 Min
DeFi
Jan 2025
Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off
Join Tommy Shaughnessy from Delphi Ventures as he hosts Logan Allen, Founder of Zorp and Nockchain, for a deep dive into Nockchain, a novel proof-of-work L1 blockchain, and its implications for decent...
1 Min
Infrastructure
May 2025
Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs China
Um, second thing is like if you’re trying to solve this big global problem, you know, uh, um, venture...super intelligence powered surveillance on all of their citizens, and sort of get locked into this global...GDP is still only going up by three or 4% a year and we just [01:03:45] become this globally dominant...
103 Min
AI
Oct 2025
Reflexivity & the Fall of the Efficient Market Hypothesis
Soros – “The Efficient Market Hypothesis has failed…” In the aftermath of the 2008 Global Financial Crisis...To Soros, all of this changed in the aftermath of the Global Financial Crisis in 2008, when his mental...The most simple example of this is real estate bubbles, most notably in the Global Financial Crisis....This was seen in the Global Financial Crisis.
22 Min
Financial Market Themes
Aug 2022
Tether Grows, Whales Dump, and ETH Hash Rate at ATHs
Stablecoins, retail accumulating BTC, demand to mine ETH, and Lightning Network's sudden growth.
4 Min
DeFi
Aug 2021