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...

The demand is evident....Onchain markets, by contrast, remain heavily concentrated around crypto-native assets despite clear demand...crypto ✗ Limited RWA access ✗ No institutional depth Delphi Consulting | 03 Early Traction Confirms Demand...On top of packaging them all into the simplest and most demanded instrument, perps, Ostium’s range is...

...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...

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.

...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.

[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″]...0786 Total Public Market Value (ex-BTC) 12-Month Performance (Normalized) Bitcoin Eyes Breakout Amid Global...

...delphidigital.io | (585) 269-0786 Total Public Market Value (ex-BTC) 12-Month Performance (Normalized) Demand...for Growth Supports Crypto Assets Risk assets appear to be full steam ahead as demand for lackluster...The macro backdrop for crypto assets remains favorable under such conditions, evident in the recent demand...

[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″]...delphidigital.io | (585) 269-0786 Total Public Market Value (ex-BTC) 12-Month Performance (Normalized) Bitcoin Demand...

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...

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...

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.

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...

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...

Ostium is the single best place to trade perps on global markets.

But with Gary Gensler still running the circus, Brian Armstrong and co decided to pivot and go global...

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...

Onchain perps stopped being a rounding error this year. 24/7 price-discovery demand pulled flow toward...

My thesis is demand destruction is what’s going on....Most people assume demand is stable and supply is the variable....People look at money demand, and money demand is the real thing here....But, I talked about demand destruction....Right now, there’s demand destruction in copper.

Gartner is projecting 20% of global sovereign cloud infrastructure as a service (IaaS) workloads will...have shifted from global to local providers by 2027....Geopatriated workloads cost 20-30% more than global public cloud equivalents....A token-coordinated global compute layer that doesn’t care about jurisdictional exposure is another.

Like you guys have been trending globally on GitHub, which is nuts for, for weeks.