Reports24 results
Mantle 2.0: Merging DeFi with CeFi?
Mantle Network has grown from its beginnings as BitDAO into Mantle 2.0, an Ethereum Layer 2 now closely aligned with Bybit. Built with a modular design, Mantle positions itself as the liquidity chain,...
31 Min
Financial Market Themes
Sep 2025
The Evolution of Digital Asset Secondary Markets - 2025
This report explores the transformative shifts in crypto secondary markets, driven by regulatory advancements like legislative progress, spot ETF approvals and the resurgence of crypto IPOs. This driv...
14 Min
Financial Market Themes
Aug 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
The regulatory environment for crypto has never been more bullish. With the SEC dismissing case after case against DeFi and crytpo, as well as Paul Atkins becoming the new SEC chair, the growing deman...
20 Min
Other
May 2025
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane), and addresses common misconceptions, deal logistics, valuation dynamics, best practices, and regu...
1 Min
Macro & Markets
Apr 2025
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 and crypto....
Macro & Markets
Oct 2024
Delphi's Office Hours (6th of August, 2024)
Join us for this month’s episode of the Office Hours, where Ceteris, Kevin, Jason and Duncan digest this week’s […]...
Macro & Markets
Aug 2024
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 and crypto....
Macro & Markets
Jul 2024
Attention Is All You Need
Unpack the mechanisms behind the attention economy in our latest report. Discover how AI and crypto are challenging Big Tech's dominance, turning your digital attention into a valuable asset, and resh...
33 Min
Financial Market Themes
May 2024
Bitcoin's Global Breakout
“All the mixings needed to make a delicious cocktail for crypto markets are coming together, and things are really starting […]...
5 Min
Macro & Markets
Mar 2024
King $COIN Marches On
With the most recent Coinbase quarterly/annual numbers, this market memo aims to provide a short follow-up to our deep dive […]...
7 Min
Macro & Markets
Feb 2024
The Year Ahead for Markets - 2024
Introduction — Oh, How Far We’ve Come Exactly one year ago, we published our last Markets Year Ahead report — […]...
76 Min
Macro & Markets
Dec 2023
Return of the Coins
Crypto Markets Take Center Stage The much-anticipated debate between ‘Uptober’ and ‘Octover’ came to a head in spectacular fashion. The […]...
27 Min
Financial Market Themes
Nov 2023
Through the Fire - Will the Rubber Meet the Road?
We’re getting closer to the point where the rubber will meet the road. We’ve written plenty on the bull case […]...
19 Min
Macro & Markets
Oct 2023
Coinbase: From Sleeping Giant To Industry Leader
A Certified OG Coinbase was founded on June 20th, 2012. That same day, the price of BTC hit $6.65. It […]...
45 Min
Financial Market Themes
Sep 2023
Catalysts Stacking Up - Will Narratives Drive Fundamentals?
Narratives are meeting places for minds. They are how we make sense of our confusing, intimidating, and seemingly random world. Humans have been inventing narratives since at least the time of ancient...
44 Min
Macro & Markets
Jul 2023
A Wild BART Appears
A BART is a charting pattern that is most often seen in the crypto markets. BART patterns are most frequently characterized by a sharp surge in the price of an asset, followed by a period of consolida...
10 Min
Financial Market Themes
Jun 2023
Finding the Edge
Edge is a repeatable process in which a trader can expect to make money over time, net of costs and fees. In other words, edge can be thought of as a trading process with positive expected value. Expe...
24 Min
Financial Market Themes
Mar 2023
Following the Market's Footprints: Order Flow Explained
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...
28 Min
Financial Market Themes
Feb 2023
The Aftermath of FTX's Downfall
We broke down the FTX collapse and what it means for the industry going forward....
32 Min
Financial Market Themes
Nov 2022
Liquidity Cascades & the Evolution of Financial Markets
This paper is a logical continuation and practical application of many concepts that were discussed in the report “Reflexivity & […]...
24 Min
Financial Market Themes
Sep 2022