Reports267 results
Crypto markets have been attached at the hip to traditional risk assets for the better part of the last 12 months. For better or for worse, everything has been distilled down into one big macro trade....
13 Min
Global Macro Themes
Oct 2022
🌅 Welcome! A global celebrity is coming under SEC scrutiny for her involvement in promoting a crypto scam. This should […]...
4 Min
Macro & Markets
Oct 2022
We recently hosted our Delphi Office Hours call on September 29th....
47 Min
Macro & Markets
Sep 2022
🌅 Welcome! Apple, Walmart, and Disney are all in the news for their future plans involving NFTs. Happy Metaverse Monday! […]...
4 Min
Macro & Markets
Sep 2022
We recently hosted our Delphi Office Hours call on September 22nd....
1 Min
Macro & Markets
Sep 2022
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
Post-Merge Fallout: A Closer Look Into Price and Issuance The Merge underscores perhaps the most impactful milestone from the original […]...
9 Min
Macro & Markets
Sep 2022
Introduction There are a number of crypto projects that generate revenue and simultaneously reward their users and token holders. Sometimes […]...
17 Min
DeFi
Sep 2022
We recently hosted our Delphi Office Hours call on September 15th....
1 Min
Macro & Markets
Sep 2022
🌅 Welcome! Heading into the Merge, Ethereum experienced its largest daily exchange inflow since 2016 on Sept 14th. As we […]...
5 Min
Macro & Markets
Sep 2022
📊 Macro Back In Vogue? As we cautioned last week, the August 2022 CPI print on September 13th would likely […]...
10 Min
Macro & Markets
Sep 2022
We recently hosted our Delphi Office Hours call on September 8th....
1 Min
Macro & Markets
Sep 2022
🌅 Welcome! Today, Starbucks announced they will introduce Polygon-based NFTs to their loyalty program. Monday mornings just became something to […]...
4 Min
Macro & Markets
Sep 2022
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...
24 Min
Macro & Markets
Sep 2022
📊 Food For Thought Pt 2 In last week’s edition of Market Insights, “Markets Gear Up For Dreaded September”, we […]...
10 Min
Macro & Markets
Sep 2022
We recently hosted our Delphi Office Hours call on September 1st....
54 Min
Macro & Markets
Sep 2022
📊 Food For Thought Upon reflection of the Jackson Hole speech, Jerome Powell spent 8 minutes reiterating the core stance […]...
10 Min
Macro & Markets
Sep 2022
🚨 In Case You Missed It Limit Break raises $200 million over two investment rounds to build Web3 MMO games. […]...
5 Min
Macro & Markets
Aug 2022
We recently hosted our Delphi Office Hours call on August 25th....
1 Min
Macro & Markets
Aug 2022
Introduction It has long been theorized that Satoshi’s inspiration behind the creation of Bitcoin was born in the wake of […]...
11 Min
Global Macro Themes
Aug 2022