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High off the Halving
With the bitcoin halving top of mind this week, we wanted to share a brief note summarizing our current...The halving is upon us....BTC’s price usually runs up into the halving — like we’ve seen this cycle — and then takes a breather...for a few weeks after.The halving also comes at a time when risk markets face a handful of potential...
7 Min
Macro & Markets
Apr 2024
April Showers… May Flowers? - Macro & Markets May 2025
...much-needed rebound in miner profitability, but the underlying dynamics still reflect a fragile post-halving...
25 Min
Macro & Markets
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...mining equipment), and all else equal, your revenues decline by 50% every 4 years with each Bitcoin halving...
32 Min
Macro & Markets
Jun 2025
An Onchain BTC revival: Oyl and Alkanes Ecosystem
Has one mint per block and the halving schedule already mirrors Bitcoin.
4 Min
DeFi
Apr 2025
The Year Ahead for Markets 2025
At the time, we were just over 3 months out from the next Bitcoin halving....For those interested, a few recent reports discussing this dynamic include High off the Halving, and...
90 Min
Macro & Markets
Dec 2024
The Dark Night Rises - Part 1
We noted favorable liquidity conditions, the launch of spot BTC ETFs, and hype around the Bitcoin Halving...Year Ahead report: All these potential near term catalysts (liquidity expansion, ETF launch, Bitcoin halving...
23 Min
Macro & Markets
Jul 2024
Delphi's Office Hours Call (April 24th, 2024)
Timestamps: 0:55 – Bitcoin Halving 18:20 – Ethena 45:35 – Modular Lending 55:15 – Eigen Yields...
1 Min
Macro & Markets
Apr 2024
Pro Crypto Insider Talks - July 2024
It was the Bitcoin halving.
Macro & Markets
Jul 2024
Charting Crypto Cycles
The halving occurs, and BTC accelerates towards new all-time highs as interest grows....BTC had already blasted through prior cycle highs well before the 2024 Halving in April, which was largely...
17 Min
Macro & Markets
Mar 2024
A Frenzy Over Bitcoin Ordinals & Runes
Bitcoin’s resurgence is driven by several factors, including the recent Bitcoin ETFs, the anticipated halving...Runes go live on mainnet at block 840,000 (halving block, expected sometime around in 20 April)....As of February 27, 2024: There are ~7,700 blocks left until the halving....The launch of Runes at the Bitcoin halving in April will be a key event to watch for.
35 Min
BRC-20 / Ordinals
Feb 2024
Your Guide to Ordinals and BRC-20s
Halving (next in late April) Approx. every 4 years / 210,000 blocks The amount of Bitcoin mined with...Epic Sat: First sat after each halving. ...Conjunction Approx. every 24 years Every 6 halvings the difficulty adjustment and halving event occur...Bitcoin Halving: The Bitcoin halving is a pivotal mechanism built into Bitcoin’s core design.
22 Min
BRC-20 / Ordinals
Feb 2024
The State Of Bitcoin
Since the last halving Bitcoin has only generated on average about 50 BTC per day in fees – 1/9th of...what miners will lose in the Halving....In a very real way, the Halving will cut miner revenue in half....Interestingly, the Halving makes inscriptions even more critical for Bitcoin’s long-term success.
28 Min
Layer 1 / L1
Feb 2024
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
ETFs, the Halving, Ordinals, Inscriptions, and Runes are making all the waves.
60 Min
Layer 2 / L2
May 2024
Stay The Course
With looming narratives such as the upcoming ETH ETF and the bitcoin halving (remember this is the first...
17 Min
Macro & Markets
Feb 2024
The Year Ahead for Markets - 2024
We’re also ~110 days out from Bitcoin’s next halving (April 2024)....The Bitcoin halving in early April gives price another boost as BTC tends to run up in the weeks leading...All these potential near term catalysts (liquidity expansion, ETF launch, Bitcoin halving) could lose...
76 Min
Macro & Markets
Dec 2023
The Year Ahead For NFTs 2024
...year for the broader crypto market, including a Bitcoin spot ETF approval and the upcoming Bitcoin halving...Ordinals will flourish as we head into the halving and renewed interest in Bitcoin.
37 Min
NFTs
Dec 2023
Return of the Coins
Notably, we’re now ~150 days out from Bitcoin’s next halving....Returns were lackluster in the 6-8 weeks immediately after the Halving.
27 Min
Financial Market Themes
Nov 2023
A Debate on Bittensor | Crypto x AI Event
...doing the math this morning, and so the nominal inflation rate for the next year until the until the halving...
57 Min
DeFi
Oct 2024
Ghosts of Cycles Past - The Early Innings of a New Cycle?
The July 2016 Halving occurred ~18 months after BTC bottomed (Jan. 2015) and ~7 months before BTC reached...The May 2020 Halving occurred ~18 months after BTC bottomed (Dec. 2018) and ~7 months before BTC reached...The April 2024 Halving will also occur ~18 months after BTC bottomed (Nov. 2022).
35 Min
Macro & Markets
Aug 2023
Blur: A Fundamental Analysis of NFT Marketplaces
Many expect BTC to perform well in 2024, especially given the halving.
33 Min
NFT Marketplace
Aug 2023