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The Year Ahead for DeFi 2025
In 2025, there are two sub-trends that I expect will accelerate this broader shift: The rise of intent-based...Intuitively, the common denominator among these trends is that they increase competition at the DEX layer...The report outlines critical trends, innovations, and challenges expected to shape the decentralized...
72 Min
DeFi
Dec 2024
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro...Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro...
Macro & Markets
Oct 2024
April Showers… May Flowers? - Macro & Markets May 2025
Institutional Adoption Trends Accelerate May marked a renewed wave of institutional demand for crypto...Sustained green markers tend to accompany conviction-led trends where sentiment and price reinforce each...Institutional Crypto Adoption Trends: A surge in Bitcoin ETF inflows and emerging crypto treasury strategies...
25 Min
Macro & Markets
Jun 2025
Delphi's Market Matters - June 2025
We discuss several growing institutional trends that have taken markets by storm – public company digital...
1 Min
Macro & Markets
Jun 2025
Pro Crypto Insider Talks - July 2024
Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro...So in my view, I mean, I think a lot of the trends we talked about the last couple of months are still...It actually serves as a longer term kind of support for a continuation of the trends that you’re seeing...
Macro & Markets
Jul 2024
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
...powerful approach to crypto payments mirrors traditional banking convenience and aligns with industry trends...institutional and retail users through their product suite, Squads is positioning itself for three key trends...our comprehensive analysis of how Squads is positioning itself at the intersection of three powerful trends...
26 Min
Infrastructure
Feb 2025
Is The Market Carnage Over?
’s episode, Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends...
2 Min
Macro & Markets
Mar 2025
An Ode To Bitcoin
— the ultimate form of cross-border capital — and it sat at the heart of one of the biggest secular trends...In fact, we expect these global trends to only worsen over the next decade.
12 Min
Other
Dec 2024
State of Crypto Markets - Crypto Insider Talks (Apr. 2025)
 Delphi Digital co-founder Kevin Kelly and Delphi’s Head of Research Ceteris discuss the latest trends...
2 Min
Macro & Markets
May 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
...continue trading there, memecoin capital rotates fast – constantly chasing new launches, momentum, and trends...
16 Min
DeFi
May 2025
Noise: Turning Attention Into a Market
...mindshare—what Noise has referred to as relative attention index, modeled after tools like Baidu Index or Google Trends...It’s still early and admittedly primitive, but the concept is dead simple: bet on trends, not tokens....could expand into broader cultural markets—like music genres, artist popularity, or anything else that trends...
9 Min
DeFi
Apr 2025
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
If current trends persist, Shuffle could challenge Roobet for the #2 spot within the next 6-12 months...
19 Min
Betting
Jul 2025
Key Takeaways From Steam Next Fest 2025
The gaming team is all at GDC this week, so I thought I’d post some of my notes on the trends from the...at the data from the most recent Next Fest, which ran from February 23rd to March 3rd, to identify trends...When it comes to themes, you will notice a lot of general terms that make it hard to pick out clear trends...
4 Min
Gaming
Mar 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
Gas Abstraction Is Coming Most crypto UX trends point toward abstracting tokens away from the user experience...And the UX trends: stablecoin gas, app coins, passive bridging work against this future.
47 Min
Layer 1 / L1
Apr 2025
Reading the Market’s Mind Before Price Catches Up
Pessimism 0–19 → Extreme Fear The model draws from seven distinct signal clusters, including macro trends...
2 Min
Other
Apr 2025
DeAI’s Path Forward: Trust & Efficiency
Track verification-cost trends – Watch how much it costs to generate cryptographic proofs over time,...
22 Min
AI
May 2025
Hope Metric : Macro Signal Monday (05-12-2025)
This confirms strong institutional demand and reinforces bullish medium-term capital flow trends.
3 Min
Macro & Markets
May 2025
A Game Enthusiasts Guide to Tencent's Top Upcoming Games
Closing Thoughts These trends are not exclusive to Web2 companies....Blockchain-powered games are just as susceptible to industry trends as everyone else.
6 Min
Gaming
Apr 2025
BTC = f(Liquidity)^n
Because M2 trends higher by default and including it “flattens” the signal.
3 Min
Macro & Markets
Apr 2025
Programmable Asset Ledgers Will Eat The World
Transparency: On-chain markets provide visibility into pricing trends and utilization patterns, enabling...
25 Min
DeFi
Mar 2025