...developments in the crypto market. ...Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro...availability across crypto markets....These signals include: Monetary Policy and Fed Sentiment Macro Indicators and Market Expectations Geo-Economic...

Macro Thematics As we wade deeper into the summer months, markets have been anything but the dull doldrums...The constant barrage of market developments continues to keep participants honest & questioning....Markets hate uncertainty, and the initial uncertainty around these events was palpable.

The world has morphed into one big macro trade....We’ve been saying for a while how financial markets are increasingly driven by global policy rather than...As a result, elevated intermarket correlations between major asset classes puts financial markets on...Market volatility is likely to remain elevated as we inch closer to the election, but in our view, the...

However, the relative size of bitcoin’s market value compared to the investible gold market, for example...The crypto market is no different....market cap data....bear market, it appears that market sentiment is becoming more stable....Bitcoin Tweet and Market Cap Dominance are on the Up As Bitcoin’s share of the overall crypto market...

Developed and emerging market equities, long-term Treasuries, U.S....drawdown. 3 Current State of Crypto Market The crypto market has been the mirror image of the first...Despite the recent turmoil, our conviction in this market has never been stronger....highs despite several headwinds facing the financial markets.

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-On-the-Move-4-27-2020.pdf...” title=”Macro – Bitcoin On the Move – 4 27 2020″]...7b95-4229-9bd0-d955b2c257bf#/main 1/6 7/7/2020 Bitcoin On the Move Additionally, in last week’s market...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Consolidates-as-Macro-Backdrop-Strengthens...-7-15-2019.pdf” title=”Macro – Bitcoin Consolidates as Macro Backdrop Strengthens – 7 15 2019″]...Weekly Market Commentary - July 15, 2019 Kevin Kelly, CFA | Market Strategist | [email protected]...

Crypto is macro....In fact, the rise of Bitcoin and crypto assets is arguably the biggest macro trend in markets today....Treasury market and how each influences the yield on different bond maturities....Whether the Fed and other major central banks can remove themselves from markets.

Crypto Market BTC vs....Total Market ex-BTC Performance YTD The public crypto market rebounded in the first quarter with bitcoin...Total Market ex-BTC Performance Since 2018 The crypto market appears to be approaching a critical inflection...In other words, market narratives are marketing.

Developed and emerging market equities, long-term Treasuries, U.S....drawdown. 3 Current State of Crypto Market The crypto market has been the mirror image of the first...Despite the recent turmoil, our conviction in this market has never been stronger....highs despite several headwinds facing the financial markets.

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Rallys-With-The-Halving-Looming...-5-8-2020.pdf” title=”Macro – Bitcoin Rallys With The Halving Looming – 5 8 2020″]...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Fades-Alongside-Key-Macro-Drivers...-12-5-2019.pdf” title=”Macro – Bitcoin Fades Alongside Key Macro Drivers – 12 5 2019″]...Weekly Market Commentary - December 5, 2019 Kevin Kelly, CFA | Market Strategist | [email protected]...

The Aftermath of One Big Macro Trade The risks of insolvency and deflation were core themes in our latest...Macro Outlook report and for good reason....To Spend or Not to Spend Markets have ebbed and flowed with the latest headlines of a deal then no deal...Most investors are not going to pull all of their capital out of the equity market, especially when fixed...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Enthusiasm-Wanes-as-Macro-Tailwinds-Abate...-10-22-2019.pdf” title=”Macro – Bitcoin Enthusiasm Wanes as Macro Tailwinds Abate – 10 22 2019″]...Weekly Market Commentary - October 22, 2019 Kevin Kelly, CFA | Market Strategist | [email protected]...

Topics Market Update – Macro, S&P500 & Bitcoin Terra Update – LUNA/UST/ANCHOR Market Update...Souring sentiment and worsening macro headwinds have exacerbated the selloff in equity markets, with...We have highlighted these levels in our Market Insights posts for two main reasons....sentiment and worsening macro headwinds […]...

For more on the recent ETH rally, Delphi members can read our latest Market Insights report here....Inflation concerns have transitioned to growth fears as tighter conditions continue to weigh on markets...Crypto Market Cap Ok, two more charts and some thoughts…this time on crypto….

Market Update The market opened the day on a weak note with BTC down 4% today....For most of the last year, macro sentiment has been risk-on, and BTC trended upwards alongside the S&...gold and stocks have poor correlation, using BTC’s correlation to each asset as a means of gauging macro...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Hits-Resistance-Amid-Rebound-in...-_Alts_-1-24-2020.pdf” title=”Macro – Bitcoin Hits Resistance Amid Rebound in _Alts_ – 1 24 2020″]...Weekly Market Commentary - January 24th, 2020 Bitcoin Hits Resistance Amid Rebound in "Alts" Contrary...

...various other idiosyncrasies, Elon shared a surprising amount of color on the “challenging” global macro...Here, Elon is prioritizing market share over moolah.

Frax is the first fractional algorithmic stablecoin protocol that uses USDC, FXS, and Algorithmic Market...Markets React to Ukrainian Tragedy [Excerpt from our Feb. 25 Market Insights] A Humanitarian Crisis...was a hawkish Fed, markets nuked into $34K support before staging an impressive rally.