To be sure all our Institutional members were able to benefit from the open conversations with strong teams building and investing in the space, we’re sharing a transcript of the first official AMA we...

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🔍 Bitcoin: More Than Just Digital Gold?...The buzz around Bitcoin being used as something other than digital gold has led to other players exploring...Combined, these projects represent a new path forward for Bitcoin: one where it is more than just digital gold...

BTC and Gold’s Relationship Back in 2019, BTC’s correlation to gold propelled the narrative that BTC...If BTC isn’t considered an inflation hedge — as gold is — by investors, then rising inflation could negatively...So yes, bond investors will eventually find #DeFi (Hint, I had 4 conversations myself with debt funds...

Delphi Daily on UMA....

Delphi Daily on UMA....

This post will be the final one in my series exploring the Ordinal <> Stacks connection. I looked at how Stacks works and how it will work post-Nakamoto and dived into how people use the chain....

Current Setup The BTC/Gold 1W 9/21 EMA chart is lining up for a potential downside cross....If gold continues to hold its gains into the September FOMC, the EMAs could formally cross down around...A proportional replay would imply about 70% upside in the BTC/Gold ratio, taking it from the current...

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....

Moving forwards, you should be able to find transcripts as the bottom of the episode pages....Some argue bitcoin’s latest parabolic move is stealing market share from gold but that’s only the tip...For perspective, net outflows from the two largest gold ETFs (GLD & IAU) totaled ~$5.7 billion in...

Introduction BTC/Gold remains in a corrective phase, but for now my base case is that this is a typical...The BTC/Gold ratio has long served as a reliable gauge of macro risk appetite and liquidity cycles....When Bitcoin strengthens relative to Gold, it often reflects improving market sentiment and rising liquidity...

Brendan from Polygon presented ‘Agg Layer’, the Polygon’s solution to solve fragmentation between zk rollups that may not share sequencers.  Recording Slides Bridging assets between zk rollu...

As promised – yet another market update video as the dust begins to settle in the aftermath of “Liberation Day”. It certainly promises to be a big week. If you have any questions, please comment bel...

We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...