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.

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.

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...

Quarterly Macro Outlook Q2 2019 85 Broad Street New York, NY, 10004 www.delphidigital.io 1 Key Takeaways...The macro backdrop that’s emerging is the perfect storm for bitcoin to thrive as it has the potential...As we’ll discuss, the macro backdrop is primed for bitcoin to thrive as central banks race to cut interest...market cap data.

The "Everything Rally" & Shifting Macro Tailwinds 85 Broad Street New York, NY, 10004 www.delphidigital.io...Consolidation 32 Safe Haven Trade Loses Steam 15 The Great Distribution 33 Bitcoin Enters The Macro...The macro narrative that propelled bitcoin this summer has materially shifted in a few ways, most notably...

[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]...

Quarterly Macro Outlook Q1 2019 85 Broad Street New York, NY, 10004 www.delphidigital.io 1 Introduction...A Network 42 Infrastructure 10 Growth Investing Favors BTC 25 Regulatory Considerations 44 Macro...Contributor Pieces Sector Updates Macro Backdrop "Risk-On" Environment Supports Bitcoin Despite its...

Crypto is macro....In fact, the rise of Bitcoin and crypto assets is arguably the biggest macro trend in markets today....There are many macro concepts that have gained prominence among crypto investors the last few years;...“NLW”) on his popular podcast, The Breakdown, to talk through some of the foundational concepts of macro...

The "Everything Rally" & Shifting Macro Tailwinds 85 Broad Street New York, NY, 10004 www.delphidigital.io...Consolidation 32 Safe Haven Trade Loses Steam 15 The Great Distribution 33 Bitcoin Enters The Macro...The macro narrative that propelled bitcoin this summer has materially shifted in a few ways, most notably...

[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″]...

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...In our macro outlook, we stressed the importance of the banking system in the fight against deflation...

[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]...

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...

[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]...

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...

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...

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...

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...