Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro..., including bitcoin and crypto markets more broadly....It blends seven structural signals across macro, institutional, and crypto-native flows....Each daily score is produced by synthesizing seven structural signals, which collectively span the macro...

We will discuss the high level operations of zkVerify, potential target markets, and dive into the protocol...Potential Markets Unlike other standalone chains, zkVerify does not have smart contract capabilities....zkVerify’s improved operation flow for zero-knowledge proof (ZKP) verification and highlights potential markets...

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.

The core problem is that illiquid markets = inefficient markets....Prediction markets do something similar for markets....Prediction markets are passive....Why should we trust markets?...Decision markets are essentially parallel markets for governance tokens.

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....straight week (–33.9% WoW) Institutions are still buying BTC directly (>$860M in corporate buys) Macro...Neutral Hope Metric remains in a holding pattern – no breakout in sentiment or R² yet   The Round Up Markets...

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...This week we focus almost entirely on crypto markets (with a bit of TradFi)....It is easy to get caught up in the shorter timeframes and minutia of markets.

Macro Signal Monday sets the tone for BTC capital flows at the start of the week. ...Market is still in consolidation unless sentiment and flows re-accelerate together   The Round Up Markets...with a major risk-on rotation, including a sharp rally in BTC, as sidelined capital flowed back into markets...

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....institutional interest) Institutional Accumulation: Strategy adds $1B; Metaplanet crosses 10,000 BTC Macro...The Round Up Markets opened the week on firmer footing....Importantly, markets appear to be looking past the latest escalation in the Israel–Iran conflict.

Internet capital markets (ICM) is the new narrative taking CT by storm....“internet capital markets” bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv — Steve (...TL;DR: Internet capital markets appears to be a hollow narrative....It has an intuitive connection to the internet capital markets brand and offers strong r/r relative to...

Macro Signal Monday Macro Signal Monday sets the tone for BTC capital flows at the start of the week....ETFs netted +$281M Institutional BTC treasury activity remains strong (Reitar, Strategy, others) Macro...tone improving: VIX, yields, gold up; equity markets mixed Fed ON RRP pullback underway, mirroring...

...morning and will be distributing 150 million liquid, non-dilutive $PLUME via Royco’s Incentived-Action Markets...It’s simple:  Protocols (Nest, Rooster, Solera, Tempest, etc.) have already created Royco markets that...And, Plume has allocated additional $PLUME token incentives for each of these markets....the highest risk-adjusted yield between markets. ...

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....The market is poised to break into optimism pending confirmation from flows and macro data The Round...Up The week opens with a broadly risk-on macro environment, highlighted by strong equity rallies and...

Everyone cheered and markets rallied....Where does that leave markets today?...On one hand, TradFi markets look generally fine....in crypto markets to continue....Spot markets and futures markets are distinctly different and equally important to monitor with respect...turned into a tale of two markets.

Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023. If you haven’t had the chan...

The Round Up Markets are kicking off the week with improving macro tailwinds and a clear risk-on tone...Supporting the idea that markets do not see WW3 as imminent, risk assets are telling a similar story:...The VIX has retreated back to ~20, indicating that while markets remain risk-aware, perceived tail risk...

Delphi Digital co-founder Kevin Kelly and Delphi’s Head of Research Ceteris discuss the latest trends in macro...AI Summary Market Overview Markets showing positive momentum with green candles despite recent volatility...happening after Liberation Day and tariff effects Recent tech earnings came in better than expected, giving markets...

Tariffs are looming, rate debates are heating up, and global markets are caught in the crossfire....climbed to 33.1 million contracts in February, a rush fueled by uncertainty and a growing appetite for macro...NDX (Nasdaq 100), DJI (Dow Jones), German DAX, Japanese Nikkei, plus CAD and MXN FX pairs, lean into macro...

The recent macro-economic headwinds from Trumps tariff policies have further added fuel to the uncertainty...for risk-on assets as markets continue to fall off a cliff....As the current macro-economic situation would suggest, the uncertainty has consequently caused the yen...Money Printer Go Brrr Back to the topic on macro factors.

...crypto investors, I would argue the concept of a moat is even more important in the context of crypto markets...The ability to fork apps and protocols implies that barriers to entry are implicitly lower in crypto markets...While we have numerous precedents and heuristics for understanding moats in traditional markets, we lack...

...risks by designing decentralized ownership models, crypto-based revenue-sharing systems, and labor markets...productivity gains, fostering open economic participation, and expanding access to innovation across global markets...