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April Showers… May Flowers? - Macro & Markets May 2025
The challenge now lies in balancing the near-term outlook with the long-term vision....The Delphi BTC Top Signal indicator is a proprietary model that measures conditions typically seen near...Despite BTC trading near all-time highs, the current signal reading of 57.9 remains well below prior...
25 Min
Macro & Markets
Jun 2025
Technicals Update
BTC Top Signal With BTC hitting a new ATH, our underlying intensity readings are nowhere near overheated...
2 Min
Macro & Markets
Jul 2025
Up Up & Away? - Market Update 5/12/2025
BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months...
1 Min
Macro & Markets
May 2025
What's going on with $WLD?  How will the World event affect future price action?
...on X, I decided to take a closer look at price action leading up to, during, and after Avalanche and NEAR...For example, $NEAR saw ~30% increase in the 30 days leading up to NEARCON 2023....As you can see, $AVAX and $NEAR demonstrated relative price changes around conference dates (with day...
4 Min
Layer 2 / L2
Apr 2025
Delphi's Market Matters - June 2025
With BTC and risk asset markets trading near all time highs, we discuss our views on the market.
1 Min
Macro & Markets
Jun 2025
The Fat App Thesis: An Inflection Point in Value Accrual
...is highly dependent on the sheer volume of increased demand and transactions that are consequent of near-zero...Celestia arguably offers a better option for appchains and L2s with more interoperability and near-zero...the past eight years) I view the last option less likely, however, realistically, I believe in the near...
43 Min
Layer 1 / L1
Apr 2025
Market Musings - Uncertainty Permeates The Market
...reserve, it seems as though crypto markets are facing an uphill battle for the next leg higher in the near...But the near to mid term is still plagued by a decently high degree of uncertainty.
13 Min
Macro & Markets
Feb 2025
Humanity Protocol: The Identity Solution Going after Meta
Palm print recognition can be performed via smartphone cameras, while vein scanning requires near-infrared...Future Roadmap Highlights Humanity’s near-term roadmap reflects a rapid transition from experimentation...The lack of public information about tokenomics leaves open questions about near-term sell pressure and...
31 Min
AI
Jun 2025
Still Falling Upwards
Near-term upside resistance is clustered around $105,000 – $107,000; initial support sits at $100,000...Near-term upside resistance is clustered around the $105,000 – $107,000 area; to the downside, the $100,000...
3 Min
Macro & Markets
May 2025
Prop AMMs: Conduits for OnChain Market Makers
A one where high throughput, near-zero fees, and composable orderflow have created an environment tailored...becoming the market structure norm on Solana moving forward, with a lot more prop AMMs cropping up in the near...
4 Min
AMM
Jul 2025
The Battle of the AI Agent Frameworks
Transaction costs drop to near zero and virtually every task transitions from a subscription / salaried...the application layer, has barely begun, a structural trend likely to benefit web3 frameworks in the near...unable to have Labs dive into its nuts and bolts, but REI plans to grant access to the SDK/API in the near...
50 Min
Artificial Intelligence
Feb 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
Equities are holding near highs, the VIX is falling, and the dollar has softened slightly,  all signaling...Ten-year Treasury yields remain stable near 4.47%, and oil is off recent highs, easing inflation pressure...week, it could indicate positioning was front-loaded ahead of FOMC, and BTC would likely remain capped near...
6 Min
Macro & Markets
Jun 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
US Net Liquidity: Back at the Top of the Range Net USD liquidity (excluding M2) continues to hover near...with Macro Timing TOTAL3, which measures the crypto market cap excluding BTC and ETH, is following a near-perfect...
5 Min
Macro & Markets
Jun 2025
Celestia to Verticalize?
This opens the door for near-free scaling and paired with the post above could be the end-state for Celestia...
2 Min
Layer 1 / L1
May 2025
Hope Metric : Macro Signal Monday (06-02-2025)
This small uptick signals a slow rebuild in sentiment, even as BTC holds steady near $104K....The R² recovery to 0.48 and HM score near 50 suggest the divergence regime may be fading, though it is...BTC continues to hover near the 104K to 105K zone, which now acts as a sentiment anchor.
7 Min
Macro & Markets
Jun 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
...of transaction ordering, allowing for speculative execution, arbitrage, and backrun logic to operate near...
13 Min
Infrastructure
Apr 2025
MegaETH: Performance to Compete With TradFi
...which unlocks the potential for truly high-frequency strategies on-chain Direct Memory Manipulation: Near-Instantaneous...State Transitions – Direct memory manipulation enables near-instantaneous state transitions.
21 Min
Layer 2 / L2
Jan 2025
Programmable Asset Ledgers Will Eat The World
...as open asset ledgers, blockchains could reduce the settlement of international trades from T+3 to near-zero...’t remain static — it will continuously improve, it will specialize and collaborate, and it will be near-infinitely...words, imagine if we took the most effective individuals across every domain and we replicated them near-infinitely...
25 Min
DeFi
Mar 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
...confirmed as the new SEC chair gives reason to be optimistic on the industry in the long-term despite the near-term...
20 Min
Other
May 2025
Macro Signal Monday: BTC Holds the Range and Geopolitics Takes Center Stage (06/23/2025)
...pointing in the same direction, the setup remains biased toward longer term bullish continuation; though near-term...ETF inflows remain strong (+$1.02B last week), sentiment (HM) is climbing, and BTC continues to base near...The recent pullback to ~$103K shows buyers stepping in near the bottom of the range, but conviction remains...
9 Min
Macro & Markets
Jun 2025