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Market Musings - Uncertainty Permeates The Market
Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....When looking at the broad crypto market beyond the top 10 coins by market cap, we notice that the majority...It is certainly not the bull market everyone had been expecting.  ...
13 Min
Macro & Markets
Feb 2025
Market Musings - New Year, More Volatility
Welcome back to Market Musings, our weekly memo covering timely market happenings....Since November, the market has seemingly turned one jumping from catalyst to catalyst....We spoke about this market set up on our recent Market Matters episode, but it’s worth reviewing again...most important and timely developments in the crypto market.
13 Min
Macro & Markets
Jan 2025
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane), and addresses common misconceptions, deal logistics, valuation dynamics, best practices, and regu...
1 Min
Macro & Markets
Apr 2025
Delphi's Market Matters - June 2025
Obviously market structure changes the types of buyers involved in the market change, right?...How do you feel about the market today?...Like market, the market structure changes to adapt to, you know, what the primary participants in it...I, I don’t think a lot of people realize just how much money a billion dollars is.
64 Min
Macro & Markets
Jun 2025
The Inefficient Market Hypothesis
...carte menu for veToken perks, rendering the locking mechanism powerless, while those who do lock lose money...Apps like Pendle have found product market fit by allowing users to speculate on the points market....Cycles is refocusing the discussion around money to the debt side....To clear the most debt, for the most people, with the least amount of money.
43 Min
DeFi
Sep 2024
Delphi's Market Matters - June 2025
 Welcome back to Market Matters – June edition!...Since our last discussion, market volatility has generally subsided....With BTC and risk asset markets trading near all time highs, we discuss our views on the market.
1 Min
Macro & Markets
Jun 2025
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
Welcome to another Market Musings, spooky szn edition....These ideas have helped spawn an entirely new industry and asset class with a combined market cap of...Market Musings Over the last 2 months, we have been outlining our increasingly bullish attitude towards...As BTC began to trade back towards the key levels left behind from global market de-risking in August...
14 Min
Macro & Markets
Oct 2024
Delphi's Market Matters - April 2025
Um, today is probably a, a sad day if you had to part ways with like [00:01:00] 30% of your money at...But what we’re seeing is that the market is pushing back and the market is saying it, you know, judging...You have to listen to the market....00:34:00] days you could argue that, um, there was a bit of call, whatever you wanna call, like real money...
73 Min
DeFi
Apr 2025
Market Musings - Reawakening The Animal Spirits
...my conference takeaways, you can find them on the Alpha Feed, and again at the bottom of this week’s Market...It feels as though there has been a palpable shift in sentiment and risk appetite as expressed by market...Market structure remained poor, with BTC continuing to put in lower highs and lower lows on the higher...
16 Min
Macro & Markets
Oct 2024
Market Musings - Game Time For Crypto Markets
The money may be allocated to different areas, but it will be allocated....The market structure shift we discussed in the previous editions of Market Musings has solidified with...It feels like money is flowing into meme coins almost instantly, with only a few exceptions....There is simply not enough money for the ‘everything’ rally people have hoped for.
16 Min
Macro & Markets
Oct 2024
Prop AMMs: Conduits for OnChain Market Makers
And their rise likely reflects a shift in Solana’s market structure....Natural evolution to more sophisticated market makers with fierce competition and better prices for all...It’s everything you’d expect from a market maker looking to replicate their off-chain setup, just in...They’re basically active market makers onchain.
4 Min
AMM
Jul 2025
Tariff-Free Market Views
But I’ve also taken this time to really think about what’s going to happen when the market turns....BTC was become the macro asset for crypto, it is the only true money....I still think Eliza/ai16z is the outperformer when the market turns but this is loosely held.
3 Min
Macro & Markets
Apr 2025
Delphi's Market Update - April 2025
 Welcome back to Market Matters – April edition!...Market volatility has been the theme of the year so far, with the most recent bout coming on the back...We go around the table discussing the macroeconomic landscape, BTC, and the broad crypto market outlook...
1 Min
Macro & Markets
Apr 2025
Market Musings - Eternal Chop
...important and timely developments in the crypto market....But the inflation and labor market data show an evolving situation....Stablecoin market cap was ~$5 billion at the time....If investors can clip 4-5% on USTs, there’s little incentive to move money on-chain compared to the near-zero...In a prediction market, you bet on what you think will happen.
10 Min
Macro & Markets
Aug 2024
Noise: Turning Attention Into a Market
...they been in place (fees are 33 basis points per trade) While these stats were generated with fake money—and...I wish I was this good with real money🥲 pic.twitter.com/qDGlT7mEBF — barthazian.eth 巴特 (@Barthazian)...2025 Leaderboards made it fun to try and run up your account across specific assets, even with fake money...
9 Min
DeFi
Apr 2025
The IPO Narrative – Is the Market Rotating into Crypto Equities?
Fueled by regulatory clarity and a desire for structure and transparency, the market is beginning to...Meanwhile, emissions-based incentive schemes flooded the market with inflationary supply, diluting value...In effect, making the UNI token worthless, while the actual economic value migrates to the public market...
9 Min
Macro & Markets
Jun 2025
Up Up & Away? - Market Update 5/12/2025
As promised – yet another weekly market update video. Last week was indeed a big week.
1 Min
Macro & Markets
May 2025
Let It Happen - Market Update 5/4/2025
 As promised – yet another market update video....overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market...
1 Min
Macro & Markets
May 2025
Delphi's Market Matters - August 2024
& Markets team is back this Wednesday (8/21) from 12pm to 1pm EST with the next installment of Market...Meanwhile, memecoins have reached new highs in capital extraction, exacerbating the already fragile market...All eyes are on the Fed’s Jackson Hole summit this week amid signs of a weakening labor market and disappointing...
1 Min
Macro & Markets
Aug 2024
Market Musings - A Tale of Two Markets
...important and timely developments in the crypto market....Outside of the BTC ETFs, we have seen very little ‘new money’ flow into crypto markets, either through...If investors can clip 4-5% on USTs, there’s little incentive to move money on-chain compared to the near-zero...
12 Min
Macro & Markets
Sep 2024