Top Results71 results
The Public Crypto Accumulator Era - Part 1
...the systemic consequences: how public accumulation is transforming token liquidity, reshaping price reflexivity...But this reflexivity works both ways....Balance Sheet Reflexivity (Volatility) – Assets whose accumulation creates positive feedback loops in...Balance Sheet Reflexivity: SharpLink’s capital raise created a reflexive loop where ETH accumulation...
31 Min
Macro & Markets
Jun 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
Interpretation in Reflexive Contexts The Hope Metric draws on reflexivity theory commonly applied in...This reflexivity lens allows the Hope Metric to function as more than a sentiment gauge.
25 Min
Macro & Markets
Jun 2025
Delphi's Market Matters - June 2025
So reflexivity, you know, cuts both [00:39:00] ways, right?
64 Min
Macro & Markets
Jun 2025
Noise: Turning Attention Into a Market
That reflexivity loop kicked in—trading led to tweeting, tweeting led to more people trading.
9 Min
DeFi
Apr 2025
Market Musings - Strong Summer Start Turns Sour
...everyone getting waxed 20%+ over the last month, with AI and MEME sectors getting hit the hardest (reflexivity...
12 Min
Macro & Markets
Jun 2024
Investing Beyond Human Labor
Such reflexivity not only advances technology timelines but also heightens investor expectations, fueling...
9 Min
Artificial Intelligence
Mar 2025
Agent Framework Consolidation
...behind the category as a whole 2) Investors: Waiting for the inevitable trough of disillusionment as the reflexivity...
3 Min
Artificial Intelligence
Jan 2025
From Pattern Matching to Daydreaming
Real-Time Reflexivity → Agents continuously refine their decision-making processes, allowing them to...
9 Min
Artificial Intelligence
Feb 2025
Charting Crypto Cycles
So, enjoy the reflexivity of the world’s youngest and most promising asset class.
17 Min
Macro & Markets
Mar 2024
Zetachain Part 1: A Competitive Landscape of Blockchain Bridges
Adoption & Protocol Reflexivity We have some more THORChain metrics in the BTC section but will be...
51 Min
Layer 1 / L1
Jan 2024
The Year Ahead for Markets - 2024
We’re now at the point where reflexivity kicks in. SOL is no longer some non-consensus ‘Sam coin.’...
76 Min
Macro & Markets
Dec 2023
Through the Fire - Will the Rubber Meet the Road?
The prevalence of asset composability tends to heighten correlations and reflexivity.
19 Min
Macro & Markets
Oct 2023
Web Proofs & Marketplaces
Web Proofs Obviously, the “macro reflexivity” cycle in the chart above has popped due to the Fed’s $4...
4 Min
Infrastructure
Sep 2024
The Evolution of Ethena: Challenges and Emerging Opportunities
However, it is worth noting that, if successful, this model could come with reflexivity risk.
9 Min
DeFi
Aug 2024
The Gotchiverse - Aavegotchi's Gaming Spirit
However, only time will tell whether Aavegotchi can outrun the negative reflexivity caused by the lack...
13 Min
Gaming
Apr 2023
Market Musings Expanded - Low Volume Nodes
...have covered many of these topics in the past, linked below: Markets Framework Report Series: Part 1: Reflexivity...
1 Min
Macro & Markets
May 2024
Monthly Chartbook - Spring Crossroads
However, only time will tell whether Aavegotchi can outrun the negative reflexivity caused by the lack...
26 Min
Macro & Markets
Apr 2023
An Alt Reversal?
The recent price action is almost undoubtedly due to the crypto market reflexivity.
2 Min
Macro & Markets
May 2024
Following the Market's Footprints: Order Flow Explained
The topics discussed below build on the foundations from our Reflexivity, Liquidity Cascades, and Inelastic...Part one of this report series, Reflexivity & the Fall of the Efficient Market Hypothesis, focused...At the conclusion of this fourth report, the connections between reflexivity theory, liquidity cascades...
28 Min
Financial Market Themes
Feb 2023
Coinbase Earnings Today (5/2) After Market Close!
In our view, we still believe Wall Street is underappreciating the reflexivity of the industry Coinbase...
2 Min
Macro & Markets
May 2024