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[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″]...
Report
1 Min
Macro & Markets
Jul 2019
Layer 1 / L1
Apr 2020
[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...
Report
1 Min
Macro & Markets
Jul 2019
DeFi
Mar 2019
Macro & Markets
Oct 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...
Report
7 Min
Layer 1 / L1
Mar 2023
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...
Report
3 Min
Infrastructure
Jun 2021
DeFi
Feb 2020
DeFi
Jan 2020
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%...
Alpha Insight
2 Min
Infrastructure
May 2024
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...
Alpha Insight
3 Min
Macro & Markets
Sep 2025
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As promised – yet another market update video....
Alpha Insight
1 Min
Macro & Markets
May 2025
...producing blocks (https://testnet.mintscan.io/dydx-testnet) and will be available to the public on July 5.
Alpha Insight
1 Min
Derivatives
Jun 2023
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...
Alpha Insight
6 Min
Macro & Markets
Oct 2025
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...
Alpha Insight
2 Min
Macro & Markets
May 2024
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...
Alpha Insight
1 Min
Macro & Markets
May 2025
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...
Report
3 Min
DeFi
Jan 2021
...have the sort of different maps in my mind that I think, okay, this should be at least two or three or 5%...
Media
Asset Management
Jul 2021
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...
Media
DeFi
Aug 2020
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...
Report
21 Min
Gaming
Jun 2024



















