The last several weeks have been nothing short of crazy in the crypto market....In the meantime, I wanted to put a few key trends on your radar given how quickly markets can change....In last Thursday’s market commentary note, we highlighted just how strong the recent rally in precious...

Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....the broad crypto market)....the crypto market....Market prices react when something causes a change in market expectations....The central theme of last week’s Musings was the catalyst driven nature of the current market environment...

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...

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.

markets....The market structure shift we discussed in the previous editions of Market Musings has solidified with...For those that may have missed it, I have added my commentary below: What’s your take on the current...Last cycle we had stables grow from $5-$10bn market cap to nearly $200bn market cap at peak.

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...

We’ve discussed many of them in detail in some of our prior reports, which complement the commentary...At the time of writing… BTC’s market cap is still only 11% of the combined market cap of the MAG7 (AAPL...There’s 3x more money held in US money market funds compared to BTC’s market cap....Our Year Ahead for Markets - 2025 does just that.

...important and timely crypto market happenings....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?

...important and timely developments in the crypto market....It’s not been the bull market many had hoped for....Market Structure Musings While markets were certainly experiencing some excruciating pains last week,...This is very much like the market. Most of the time.

Powell’s Hawkish Comments Spark Volatility US equity markets opened higher today, recovering from yesterday...This is likely to be a topic of Debate at the FOMC meeting in December, but the market has already started...in global liquidity growth contributes to a somewhat negative outlook for both the equity and crypto markets...

...important and timely developments in the crypto market....But the inflation and labor market data show an evolving situation....Stablecoin market cap was ~$5 billion at the time....Delphi’s Market Matters (Delphi Research) The crypto markets are teetering on a knife’s edge.

...important and timely developments in the crypto market....Market Structure Musings – Will History Rhyme?...When we look into the market structure landscape, historical seasonality exhibited by these markets,...BTC Rally Breathes New Life Into Broad Crypto Market Two weeks ago in our July 15th edition of Market...

Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET...for the next Market Matters!...Crypto markets have been in a rough spot over the last month, with BTC breaking through multi month range...With markets chopping and calls for a bear markets rising, it’s time to dig in.

Much of the last week in markets can be attributed to a few factors completely external to crypto markets...Nothing has fundamentally changed within crypto markets aside from a complete reset in market structure...Volatility in bond markets, especially US Treasury markets, is something we monitor closely given it’...Do Prediction Markets Work?

We’ve discussed many of them in detail in some of our prior reports, which complement the commentary...It’s important to remember every bull market sees some period of price consolidation — the market never...Role of ETFs in Equity Markets ETFs have revolutionized investment markets by providing a vehicle that...

Without further ado, let’s dive in and do our best to read the market’s tea leaves....These developments have taken form through policy shifts in both domestic and foreign markets....Over the last several weeks, crypto markets feel as though they have turned a corner.

Unsurprisingly, interest tends to pick up during bull markets and wane in bear markets....If the market were to mimic the same peak-to-trough drawdown of last cycle (~93%), the total market cap...Once the market turns, we’d expect to see some of this dry powder re-enter the market....markets.

Hey Delphi Community, The Macro & Markets team is back this Wednesday (8/21) from 12pm to 1pm EST...with the next installment of Market Matters....The crypto markets are teetering on a knife’s edge....Meanwhile, memecoins have reached new highs in capital extraction, exacerbating the already fragile market...of Market Matters.

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...important and timely developments in the crypto market....Market Structure Musings – Range Break? What Range Break?...market presented participants with a fantastic opportunity?”...

The digital asset secondary market is increasingly resembling the robust secondary markets in traditional...Theme #1 – Digital Asset Secondary Market Continues To Mature Digital asset markets have evolved markedly...Market Composition and Transaction Types In H1 2025, SAFT deals maintained 54-59% market share, consistent...finance markets.