Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro...It blends seven structural signals across macro, institutional, and crypto-native flows....strength, especially in periods of macro uncertainty or structural realignment.

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.

Welcome back to Market Musings, our weekly memo covering timely market happenings....We spoke about this dynamic during the macro section of our recent Market Matters episode from January...Will macro worsen before it gets better?  ...I think the macro landscape will eventually become more conducive to risk assets with a better liquidity...

Advanced GDP Reading, Apple and Amazon Earnings ⚡ Out of The Frying Pan, Not Out of The Fire The macro...Crypto Market Cap Ok, two more charts and some thoughts…this time on crypto…....accepted narrative of the BTC Halving cycle what drives the BTC cycle (and all crypto) or is it the macro...

Everyone cheered and markets rallied....Where does that leave markets today?...In our Market Musings from August 6th, we cautioned that markets we’re not likely out of the woods just...in crypto markets to continue....In previous editions of Market Musings, we’ve looked into identifying and taking advantage of market...

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...The next obvious macro structure support is likely 3250-3400 should SPX lose 4000; another leg lower...

Much of the last few Market Musings have been focused on the shifting tides in macro land....For those who haven’t had a chance to read my updated thoughts on the shifting macro landscape, make...markets....The market structure shift we discussed in the previous editions of Market Musings has solidified with...

Apps like Pendle have found product market fit by allowing users to speculate on the points market....There is no marketing budget; restaurants market to nearby restaurants and grow the business through...Market Research Market research, and more broadly advertising, is one of the biggest industries in existence...

But all of us feed the market....The core problem is that illiquid markets = inefficient markets....the market....Prediction markets do something similar for markets....Decision markets are essentially parallel markets for governance tokens.

The ETFs were an overwhelming success, even outshining the fading bullish macro tailwinds that had previously...Eventually, these “heavyweight” macro drivers caught up with BTC and crypto markets, and for ~7 months...This is the cycle that solidifies BTC as a macro asset that can no longer be ignored....Our Year Ahead for Markets - 2025 does just that.

BTC Market Structure — Market Structure Shift Solidified When looking at BTC price action on the higher...For more information about low/high volume nodes, market structure, and auction market theory, check...What are prediction markets? What are the different types of prediction markets?...How do prediction markets work?...and macro.

This month’s edition focuses on: Market Bottoms & Macro Headwinds Crypto Market Review – Market...Bottoms & Macro Headwinds In our latest Pro markets report, “Liquidity Runs The World”, we discussed...It is easy to see why we have referred to this market as a macro-driven bear market when the markets...

...important and timely developments in the crypto market....Market Structure Musings While markets were certainly experiencing some excruciating pains last week,...This is very much like the market: the bigger the liquidation event, the longer it will take markets...It’s not been the bull market many had hoped for.

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...

...important and timely developments in the crypto market....Delphi’s Market Matters (Delphi Research) The crypto markets are teetering on a knife’s edge....On the macro side, the picture is equally grim....Was it all macro led due to the BoJ hiking, does dispersion get even worse from here, and what’s the...

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...Multiple Moving Averages, or GMMA—have been invaluable at keeping traders and investors away from false macro...

What We’re Reading The Dark Night Rises – Part 1 (Delphi Research) This is one of the most challenging macro...This report recaps how macro has influenced markets this year, outlines where we are today, and explores...We discuss the most important macro drivers — global liquidity, rates, and economic data — that impact...

This report recaps how macro has influenced markets this year, outlines where we are today, and explores...We discuss the most important macro drivers — global liquidity, rates, and economic data — that impact...With markets chopping and calls for a bear markets rising, it’s time for a macro deep dive.

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...

It truly was a non-stop action-packed year for macro lovers and crypto market enjoyers alike....With macro headwinds transitioning into cyclical tailwinds, and regulatory concerns abating, 2024 could...Whether this is because BTC halvings have typically lined up with larger macro liquidity factors discussed...