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....Dydx [$1B] 4. Wormhole [$1B] 5....for markets.

And although there are key differences, the similarities between markets and AI models like GPT-4 are...would let you place a $1 million bet on Kamala at 48% and exit at 50% with trivial slippage to earn a 4%...The core problem is that illiquid markets = inefficient markets....Prediction markets do something similar for markets.

With “Liberation Day”  and the volatile month of April in the books, where are markets heading?...Given the macro calendar, we are surely in for yet another big week.

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Neutral Hope Metric remains in a holding pattern – no breakout in sentiment or R² yet   The Round Up Markets...Signal 4: Institutional BTC Actions – Neutral No daily ETF flow reported....Volatility Creeping Higher: VIX and yields are both climbing, signaling macro discomfort.

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...Will she keep her recent promises to the crypto industry, or will it be more of the same from the last 4...

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...nearing end of its easing cycle, and Dimon’s warning on bond markets reflect growing caution in macro...

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....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....Signal 4: Institutional BTC Actions – Neutral No new public-sector BTC integration; flows remain private-sector-led...

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...

Internet capital markets (ICM) is the new narrative taking CT by storm....Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...“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.

...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...

We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...

Everyone cheered and markets rallied....Where does that leave markets today?...If investors can clip 4-5% on USTs, there’s little incentive to move money on-chain compared to the near-zero...in crypto markets to continue....$BTC https://t.co/qGFwqXszHB pic.twitter.com/pUePy42cPK — 3xLiquidated 🎢 (@3xliquidated) September 4,...

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...

...in the S&P 500, returns are typically positive on average when looking 6-12 months out Equity Markets...

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...