Monthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
DEC 13, 2022 • 19 Min Read
DISCLOSURES: THE AUTHORS OF THIS REPORT MAY HOLD MATERIAL OPEN POSITIONS IN TOKENS REFERENCED IN THIS REPORT INCLUDING BTC, ETH, OP, GMX, DPX, rDPX, TCR, PREMIA, MAGIC, MCB, SPA, CAP, JONES, VSTA, DOGE, SHIB, BONE, MANA, SAND, JEWEL, RAIDERS, ILV, RBW, SPS, AXS, CRA. THE AUTHOR & EDITOR HAVE NOT PURCHASED OR SOLD ANY TOKEN FOR WHICH THEY HAVE MATERIAL NON-PUBLIC INFORMATION DURING THE RESEARCH AND DRAFTING OF THIS REPORT. DELPHI VENTURES MAY HOLD TOKENS MENTIONED IN THIS REPORT. THESE STATEMENTS ARE INTENDED TO DISCLOSE ANY CONFLICT OF INTEREST AND SHOULD NOT BE MISCONSTRUED AS A RECOMMENDATION TO PURCHASE OR SELL ANY TOKEN, OR TO USE ANY PROTOCOL. THE CONTENT IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD NOT MAKE INVESTMENT DECISIONS BASED SOLELY ON IT. THIS IS NOT INVESTMENT ADVICE.
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Introduction
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition focuses on:
- Macro Outlook
- Crypto Market Review: Market Structure and On-Chain Observations
- L1s, L2s, and DeFi Analysis
- NFTs and Gaming Analysis
Macro Outlook
This month’s macro section will be a shortened version of what we usually publish. The upcoming The Year Ahead for Markets report will cover the macro environment in much greater detail, and will give some insight into what we think the most important themes will be for 2023.
Keeping with the theme of previous iterations of The Chartbook, we ask ourselves the same high-level question. Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer.
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