Markets
Markets
A shortish video discussing current market price action using a lot of the concepts from the Market Frameworks Report series. […]
Markets
In this month’s Pro Crypto Insider Talks, Delphi’s own Kevin Kelly and Ceteris join Raoul Pal, CEO of Real Vision, […]
Markets
A guide to understanding the factors affecting crypto token unlocks and its impact on token prices.
Markets
After a miserable 2022 for risk assets, 2023 opened on the opposite foot. Risk assets rose considerably across the board, in large part due to recent increases in global liquidity driven by China’s PBoC and the Fed.
Markets
This is the follow up Video Note for our Market Frameworks series. The topics discussed in the video build on […]
Markets
Recent increases in global liquidity have been a driving factor in this year's market rally. There is evidence supporting potential trend continuation in the coming weeks, as there are still multiple headwinds that could drag on markets as we move closer to late Q1/Q2. Funding liquidity will remain a key risk throughout the year, especially for high-growth industries (like crypto). We've noted that the move to a more expansionary global liquidity environment is the most important catalyst for a renewed and sustainable bull run in our view.
Markets
When playing a new game, the first thing people usually do is learn the rules and game mechanics. Sometimes there are very few rules and the mechanics are simple. Other times, the game is more dynamic, accompanied by more complex rules and mechanics. Certain games even have different rulesets for different players.
Markets
Many had written off Solana as yet another hyped L1 narrative play from this cycle. However, the most recent rally has left many market participants sidelined and speechless. The “up only” regime on a billion-dollar asset has inspired renewed attention and, with it, plenty of opportunities.
Markets
Before the first murmurs of an “echo bubble” could be heard, LTC began its move higher while the broader market struggled to maintain its footing. Seemingly nothing was immune to the FTX implosion and subsequent widespread fears of contagion and potential knock-on effects.
Markets
Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more.
Markets
🌅 Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]
Markets
Join us as we discuss the most important themes, narratives, and projects to look for in 2023.