[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Dominates-As-Digital-Gold-Narrative-Strengthens...-7-22-2019.pdf” title=”Macro – Bitcoin Dominates As Digital Gold Narrative Strengthens – 7 22 2019″]...

🔍 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...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-_Option-on-Digital-Gold_-Proving-It-Can-Walk-the-Walk-7-8-2019.pdf” title=”Macro – _Option on Digital Gold_ Proving It Can Walk the...

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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...

BTC was trading in the mid-$60Ks and gold was at $5,100 after its parabolic move....Gold subsequently rallied to $5,589 by January 28, 2026....The March 2026 purchase of approximately 5 tonnes was the largest in over a year....The most telling data point: PBOC did not stop buying when gold hit $5,000+.

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...level near 31 to around 53.

Median drawdown: -42.8% Current drawdown (-62.42%): 3rd deepest in history (2nd deepest was -63.3%) 5...BTC is also coming off a historically unusual stretch – 5 consecutive monthly losses, down 47% from ATH...$5,000-$5,500....gold surging past $5,800-$6,000 without any BTC relief.

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...

While they are all good, there are a lot and a big time sink so I wanted to list my top 5 here.  ...v=5809YJpbhFg This was done by Josh Bowen from the Shared Sequencing Network Astria, he goes over how...v=Sml3s6NeOtc I always enjoy talks from Chris even if I understand ~50% of them.

...producing blocks (https://testnet.mintscan.io/dydx-testnet) and will be available to the public on July 5.

<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....

Kevin Kelly and Jose Macedo - One Big Macro Trade: Dollar, Gold, Bitcoin...Dollar, gold and bitcoin....The Webinar also touched upon Delphi’s latest outlook for BTC, crypto, gold/precious metals over short...

The BTC to Gold ratio has slipped below the model’s lowest power-law band....fell out of the bottom like this was late 2017 and the ratio snapped back into the structure within 5...Either BTC is extremely undervalued relative to Gold or Gold is simply outperforming during a macro rotation...BTC can bounce / Gold can cool off / both can converge.

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...

Gold If you want to play Sanko Pets, you will need GOLD....After 5 days, these will produce their first 5 fruits....and enter a state of hibernation, and the only way to bring them back is with bunzempic, which costs 5...wasn’t until late 2022 that Sanko launched their first onchain game, Sanko Duel (the original landing page...