This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences...They also cover privacy coins, equity perps, and market cycles. Enjoy!...Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 Introduction 01:39 Market...

...enthusiasm and speculation drive BTC to a new market cycle top....The last few crypto market cycles have followed this blueprint to a T....On the surface, crypto market cycles appear rather uniform....Each of the last three business cycles has been an excellent predictor of crypto market cycles, and we...

Last cycle, Bitcoin led the market off December 2018 lows and Bitcoin dominance (BTC.D) rose until the...Instead, NFTs ended up being the final gasp of the bull market. This cycle will be no different....The bear market cycle began once more, cleansing the market excess.

Welcome back to Market Musings, our weekly memo covering timely market happenings....Is the cycle over?  ...Some thoughts on the cycle — Holdings (@cmsholdings) February 5, 2025 At this point, I do not believe...the top is in, nor is the cycle over....Absent a catalyst to break markets out of their current range (either to the upside or downside), we’...

Where does that leave markets today?...As we mentioned in our most recent Market Musings, the current crypto cycle has suffered from dampened...So, is this the environment that will finally unleash the crypto market cycle that everyone has been...in crypto markets to continue....turned into a tale of two markets.

We saw this last cycle with ETH and ETH memes and we are seeing it this cycle with SOL and SOL memes...Additionally, there are very big differences between this current cycle and cycles past; the interest...Last cycle we had stables grow from $5-$10bn market cap to nearly $200bn market cap at peak.

Cycles.Money Cycles posits that the prevailing mission of crypto to achieve a censorship-resistant store...Cycles is refocusing the discussion around money to the debt side....Cycles Architecture Cycles promises private, atomic, multilateral settlement....Cycles lowers the barrier to entry for starting a business.

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....It’s safe to say MetaDAO conducted the most generous and valuable airdrop of this cycle by far.

Ostium: The Gateway to Global Markets Traditional Markets ✓ Deep liquidity ✓ Commodities, FX, Equities...Ostium: The Gateway to Global Markets Delphi Consulting | 06 Market Structure is the Core Bottleneck...List every market around the globe....Market signal is clear.

cycle....cycles....liquidity cycles....Last cycle in 2020, the market grew from ~$280B to ~$2.8T, a 10x....Coincidentally, the current market cycle is the first cycle in which interest rates began at elevated...As the year winds to a close, it's time to look ahead to what 2025 will bring for markets....for markets.

Delphi Consulting | 01 Section 1 The Cycle That Wasn’t State of Token Markets Delphi Consulting...State of Token Markets Delphi Consulting | 06 The 30-Day Regret Test For most tokens this cycle, waiting...Every category, chain, and cycle breed the same outcome....The deleveraging cycle has started.

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...We can look to SOL (and ETH from prior cycles) as good examples of what is likely to happen....How do prediction markets work?

This has been the first crypto cycle with interest rates at such elevated levels....This is actually one of the major differences between the current cycle and previous ones....During the Fed’s rate hike cycle (March 2022-July 2023), stablecoin market cap fell by ~$20 billion....Most of these key institutional lenders from the last cycle have since collapsed.

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...Today we find ourselves in the middle of a bullish market cycle versus a few years ago in the middle...

But fret not, as Q4 is often where most of the magic happens in bullish cycles....Unlocks Token unlocks and overall token supply continues to be an important dynamic and theme of this cycle...With markets chopping and calls for a bear markets rising, it’s time for a macro deep dive.

3xliquidated) August 7, 2024 As we noted in the Dog Days of Summer, dispersion has been a key theme of this cycle...Unlocks Token unlocks and overall token supply continues to be an important dynamic and theme of this cycle...With markets chopping and calls for a bear markets rising, it’s time for a macro deep dive....Do Prediction Markets Work?

...has been a key driver of BTC cycles too....In prior cycles, we saw sustained periods of time where the totality of the crypto markets went on absolute...from prior crypto cycles....Think back to the early days of memecoin trading from the current market cycle.

...that any further turbulence in global markets will likely flow through into crypto markets as well....Rate cut sentiment peaked on August 5th amid the chaos of the market selloff, when markets were pricing...This also makes sense as these have been some of the most actively traded coins this cycle, producing...

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.