Reports271 results
Markets Gear Up for Dreaded September
📊 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
Futures OI Leverage Ratio Indicates Deleveraging Event Yet To Occur
🚨 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
Delphi Office Hours Call (August 25th, 2022)
We recently hosted our Delphi Office Hours call on August 25th....
1 Min
Macro & Markets
Aug 2022
The Great Decoupling: Perception vs. Reality
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
Delphi Office Hours Call (August 18th, 2022)
We recently hosted our Delphi Office Hours call on August 18th....
43 Min
Macro & Markets
Aug 2022
Bullish Sentiment Flips Amid Large Liquidations
🚨 In Case You Missed It Fei Labs proposes the dissolution of Tribe DAO. Holders of FEI can redeem tokens […]...
4 Min
Macro & Markets
Aug 2022
A Blast From The Past
The Genesis Halloween day, 2008: The financial world is still reeling from the implications of the Great Financial Crisis. Lehman […]...
11 Min
Macro & Markets
Aug 2022
Delphi Office Hours Call (August 11th, 2022)
We recently hosted our Delphi Office Hours call on August 11th....
1 Min
Macro & Markets
Aug 2022
Is This The Most Reliable BTC Bottom Signal?
🚨 In Case You Missed It Acala Network suffered an exploit where hackers minted over 1.2 billion aUSD tokens, leading […]...
3 Min
Macro & Markets
Aug 2022
Has Inflation Peaked?
A Breath of Fresh Air Those that believe peak inflation is behind us received welcome news on Wednesday. For the […]...
10 Min
Macro & Markets
Aug 2022
Monthly Chartbook - Crypto vs. Macro Battle Heats Up
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...
22 Min
Macro & Markets
Aug 2022
Dollar Reigns Supreme, Liquidity Runs The World
🚨 In Case You Missed It US Treasury imposed sanctions on Tornado Cash, banning American citizens from using the service. […]...
4 Min
Macro & Markets
Aug 2022
Delphi Office Hours Call (August 4th, 2022)
We recently hosted our Delphi Office Hours call on August 4th....
37 Min
Macro & Markets
Aug 2022
Liquidity Runs The World
Introduction Since we published our “Searching for Market Bottoms” report, things have started to accelerate. We outlined a number of […]...
23 Min
Global Macro Themes
Aug 2022
The Fed's Invisible Moving Target
“A prudent speculator never argues with the tape. Markets are never wrong, opinions are.” – Jesse Livermore Making Sense of […]...
10 Min
Macro & Markets
Aug 2022
ETH Leads The Charge, Post FOMC Market Update
🚨 In Case You Missed It Tiffany & Co. announces NFTiff, an exclusive NFT collection of 250 digital passes. CryptoPunks […]...
4 Min
Macro & Markets
Aug 2022
Reflexivity & the Fall of the Efficient Market Hypothesis
Soros – “The Efficient Market Hypothesis has failed…” In the aftermath of the 2008 Global Financial Crisis, in an interview […]...
22 Min
Financial Market Themes
Aug 2022
Delphi Office Hours Call (July 27th, 2022)
We recently hosted our Delphi Office Hours call on July 27th....
43 Min
Macro & Markets
Jul 2022
Not-So-Bad News is Good News
White House Steals Some Limelight Earlier this week, the White House found itself at the center of drama (yet again) […]...
11 Min
Macro & Markets
Jul 2022
ETH Outperforms BTC, Update On Macro Outlook
📰 In Case You Missed It Tesla sells 75% of its Bitcoin holdings, adds $936M of cash to its balance […]...
4 Min
Macro & Markets
Jul 2022