Top Results298 results
Market Musings - New Year, More Volatility
With macroeconomic data prints beginning to pose threats to the Fed’s outlook, Powell and the committee...delivered the expected 25bps rate cut coupled with an extremely hawkish press conference and outlook...The FOMC shocked markets in a big way with their outlook, and this type of shock to consensus expectation...
13 Min
Macro & Markets
Jan 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
Further evidence can be found in the outlook for DOGE spending cuts and the “big beautiful bill”....Unexpected bouts of market volatility, driven by rising sovereign bond yields or rapid deteriorations in the outlook...Tactical View: Short Term Momentum Slowing, Longer Term Outlook Remains Constructive As we close out...
25 Min
Macro & Markets
Jun 2025
Market Musings - Uncertainty Permeates The Market
...honest I did not buy the lows during the Sunday flush, but the scenario I highlighted in the weekly outlook...So, what is the outlook moving forward?...think the macro landscape will eventually become more conducive to risk assets with a better liquidity outlook...
13 Min
Macro & Markets
Feb 2025
BTC Top Signal Update
Intensity: 55.55% Intensity Bucket: 80-90% HISTORICAL PERFORMANCE: 80-90% ————————————————–  30-Day Outlook...Average Return:       61.4%   • Median Return:        14.2%   • Win Rate:             63.0%  90-Day Outlook...190.5%   • Median Return:        60.2%   • Win Rate:             68.4% SUMMARY ————————————————– Overall Outlook...
1 Min
Macro & Markets
Jun 2025
Macro Signal Monday: BTC Holds the Range and Geopolitics Takes Center Stage (06/23/2025)
TLDR Hope Metric Score: 54.6 (Neutral Regime) Monetary Outlook: Dovish tone supports July cuts...Genius Stablecoin bill passing Senate vote / MiCA + US reforms create regulatory clarity tailwind Outlook..., but broad risk-on behavior across equities and yields suggests growing confidence in the economic outlook...
9 Min
Macro & Markets
Jun 2025
Something’s Gotta Give
We noted how the DXY bottomed out in late September, just as markets started to reprice a tighter outlook...
7 Min
Macro & Markets
Jan 2025
State of Crypto Markets - Crypto Insider Talks (Apr. 2025)
...acquisition strategy with plans to raise more capital Discussion covering memecoins and their potential outlook...
2 Min
Macro & Markets
May 2025
Delphi's Market Update - April 2025
We go around the table discussing the macroeconomic landscape, BTC, and the broad crypto market outlook...
1 Min
Macro & Markets
Apr 2025
BTC Coming Home? - Market Update 3/24/2025
...flipped bearish Current structure resembles early 2022 correction, but with different macro backdrop Outlook...ecosystems ETH/BTC ratio described as structurally weak and not compelling for allocation Technical Outlook...
3 Min
Macro & Markets
Mar 2025
The Year Ahead for Markets 2025
.” — Dark Night Rises If the outlook for macroeconomic conditions is generally favorable as we wade...Delphi Scope Since the election, the outlook could not be more different....But despite all the change, the outlook for SOL remains similar to this time last year....What’s the bear case to our outlook for risk markets?
90 Min
Macro & Markets
Dec 2024
Trump's Liberation Day: Market Update Live Stream
...with live coverage on the developing tariff situation, “liberation day”, and the impact on our market outlook...shows positioning-related moves with short covering followed by new positions at the highs Forward Outlook...
2 Min
Macro & Markets
Apr 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
Base Case: Steady and Sustainable The base case presents a more balanced outlook.
26 Min
AI
May 2025
Way Down We Go? - Market Update 3/31/2025
Wednesday, April 2nd Services PMI – Thursday Non-farm payrolls/unemployment rate – Friday S&P 500 Outlook...
2 Min
Macro & Markets
Mar 2025
Hope Metric : Macro Signal Monday (06-02-2025)
...spiked at month-end, mirroring March BTC-R² divergence tightening, but will need to remain cautious Outlook...Signal Breakdown The Hope Metric aggregates sentiment across 7 signals to form a structured outlook on...
7 Min
Macro & Markets
Jun 2025
Hope Metric : Macro Signal Monday (05-19-2025)
...accumulation   Signal Breakdown The Hope Metric aggregates sentiment across 7 signals to form a structured outlook...
4 Min
Macro & Markets
May 2025
Livin' On A Prayer? - Market Update 4/6/2025
...down 12% to FTX lows, and other retail favorites like XRP, LINK, and ALGO being “absolutely wrecked” Outlook...
3 Min
Macro & Markets
Apr 2025
Hope Metric : Macro Signal Monday (05-12-2025)
...tariffs de-escalation The Hope Metric aggregates sentiment across 7 signals to form a structured outlook...
3 Min
Macro & Markets
May 2025
Delphi's Market Matters - April 2025
Um, my, my more positive long-term outlook for Bitcoin relative to coming into the year, because I’ve...So that’s why I have a positive outlook on Bitcoin....So yeah, it, it’s still pain before pleasure type of outlook, but, um, longer, medium term, I think the...they’re transpiring makes me more positive than I was [00:08:00] four months ago on my like year end outlook...
73 Min
DeFi
Apr 2025
Market Musings - Eternal Chop
Powell, Jackson Hole 2023 Last week, Powell returned to the stage at Jackson Hole to provide an updated outlook...Was it all macro led due to the BoJ hiking, does dispersion get even worse from here, and what’s the outlook...One year later and Powell returned to the stage at Jackson Hole to provide an updated outlook on the...
10 Min
Macro & Markets
Aug 2024
Are Investors Too Bearish Now?
The outlook from fund managers for both the US Dollar and US profits is the “worst since 2006/2007”.
3 Min
Macro & Markets
Apr 2025