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.

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...

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...

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.

DELPHI CONSULTING State of Token Markets Fixing the Issues Plaguing Token Issuance and Token Markets...With Performance II What Broke Token Markets The TRUMP Effect on Memecoin Markets IV The Way Forward...Memecoin markets must reclaim authenticity Tokens considered a junior investment class The market...Design Better token Markets.

Fluctuating monetary policy and heightened geopolitical volatility have pushed traders to focus far more on macro...This has all underscored how quickly macro-driven assets can capture worldwide attention....Macro assets that were once primarily traded by institutions are increasingly becoming focal points for...

We know the historical 4-year cycle was driven by bigger macro factors like liquidity conditions though...But that’s not what we’re seeing… Macro Bifurcation —> Macro Convergence The macro backdrop is transitioning...results in higher correlations with traditional markets and global macro trends.

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...Macro Environment and Higher Rates: US Treasury yields averaged 4.7%, weighing on risk appetites....finance markets.

Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET...for the next Market Matters!...The macro landscape remains tough, and is one of the most challenging environments we have seen....With markets chopping and calls for a bear markets rising, it’s time to dig in.

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...

Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...for the next Market Monthly Webinar stream!...Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...

Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for...our monthly stream, Market Matters!...With the FOMC scheduled for Wednesday, this week promises to be important for macro and crypto markets...hedge fund with a focus on digital assets, to discuss everything macro, crypto, and the upcoming FOMC...

Join the Macro & Markets team this Thursday (2/15) from 11am ET – 12PM ET for our first webinar of...This month, we will be discussing any changes that might have occurred within our macro outlook, where...we see BTC and the broader crypto market in the wake of ETF approval, and much more.

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.

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...

With respect to markets, a lot has happened over the last few weeks, both from a macro and crypto specific...Macro Musings – The Time Has Come For Policy To Adjust On the macro front things are starting to look...Over the last two weeks, we’ve had a barrage of macro developments that promise to shake up risk assets...

...into the market. ...markets....Voided Markets Problem As sports markets becoming an ever increasing part of prediction markets we have...Here are five such frontiers: Opinion Markets: Meta Prediction Markets Opinion markets are a fascinating...Prediction markets make those incentives explicit.