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Bitcoin Dominates As Digital Gold Narratives Strengthens
[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″]...
1 Min
Macro & Markets
Jul 2019
"Option on Digital Gold" Proving It Can Walk the Walk
[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...
1 Min
Macro & Markets
Jul 2019
Bitcoin: More Than Just Digital Gold?
🔍 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...
7 Min
Layer 1 / L1
Mar 2023
Bitcoin's Market Structure, Correlation to Gold, and Miner Revenue Mix
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...
3 Min
Infrastructure
Jun 2021
Top 5 Research Day Talks
While they are all good, there are a lot and a big time sink so I wanted to list my top 5 here.  ...talks about privacy and how when most people think of privacy they think of anonymity, which is only ~5%...
2 Min
Infrastructure
May 2024
BTC/GOLD Pair Trade Update - A 2023 Repeat?
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...
3 Min
Macro & Markets
Sep 2025
Let It Happen - Market Update 5/4/2025
<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....
1 Min
Macro & Markets
May 2025
dYdX Public Testnet Live July 5
...producing blocks (https://testnet.mintscan.io/dydx-testnet) and will be available to the public on July 5.
1 Min
Derivatives
Jun 2023
Embracing Bitcoin Volatility, The DeFi-NFT Symbiosis, DEX Aggregator Wars: The Delphi Debrief
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...
3 Min
DeFi
Jan 2021
Coinbase Earnings Today (5/2) After Market Close!
Today is earnings day for our favorite crypto stonk, Coinbase.   In February, Coinbase exceeded Wall Street expectations significantly, providing additional fuel on $COIN’s move towards yearly highs a...
2 Min
Macro & Markets
May 2024
Up Up & Away? - Market Update 5/12/2025
As promised – yet another weekly market update video. Last week was indeed a big week. BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months. Many al...
1 Min
Macro & Markets
May 2025
Crypto Venture Capital Series Ep. 5: Santiago Santos of Parafi Capital
...have the sort of different maps in my mind that I think, okay, this should be at least two or three or 5%...
Asset Management
Jul 2021
Enter the Dream Machine
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...
21 Min
Gaming
Jun 2024
Kevin Kelly and Jose Macedo - One Big Macro Trade: Dollar, Gold, Bitcoin
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...
DeFi
Aug 2020
An Ode To Bitcoin
Today, Bitcoin is digital gold....10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...So, we began by comparing BTC’s potential market value to that of the investible gold market....BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...
12 Min
Other
Dec 2024