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...

...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.

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...

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.

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.

...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...

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...

[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″]...

[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″]...

The chaotic global macro environment and bloodbath of insolvencies from centralized entities in mid 2022...Demand for blockspace is directly related to the demand to use the application and is not a side effect...Leaving regional regulatory registration aside, acquiring customers globally becomes more viable as blockchains...

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...

The global reserve framework itself is undergoing a fundamental shift Finally, a broader paradigm shift...The post-2000 “dollar-centric” reserve framework where global central banks recycled trade surpluses...partners, and global cross-asset sentiment....That demand is set to expand rapidly. U.S....into incremental demand for Treasuries.

Thesis #4: Stablecoins and Global Payments In 2023, global GDP was ~$100T....That same year, over $2T was spent on global transaction fees....In other words, for every $100 spent globally, on average $2 went to global payment fees....Arguably one of the greatest opportunities lies in serving demand for cheaper global payments.

Almost all of the top 10 global IPs have expanded into gaming, with Pokémon taking the top spot at an...We will soon see a lot more global IPs launch blockchain games and onboard millions into Web3....This report will outline the impact global IPs can have on gaming businesses, explore some of the more...

But China has a supply-demand mismatch — it has too much industrial capacity (supply) and not enough...domestic consumption (demand)....The big elephant in the room is concerns that foreign demand — especially from other central banks —...And foreign central banks are big holders of longer duration USTs, making them a key source of demand...

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.

Luckily, this coincided with the launch of spot Bitcoin ETFs, driving another wave of excitement and demand...And will demand remain strong enough to outweigh any near-term disruptions in this current liquidity...The currency debasement narrative is taking hold, sparking demand for assets that can fight back.

Global Fiscal Sustainability & Spiking Bond Yields The tariff situation has catalyzed a global shift...This trend is already putting strain onto global bond markets....If demand for sovereign debt wanes — as debt supply continues to expand — liquidity issues will almost...The contrast between BTC and ETH ETF demand remains significant.