Reports235 results
The Policymaker Conundrum (Oct. '21 Chartbook, Part II)
Below is the second part of Delphi’s October Chartbook focused on important macro developments our team is tracking. The Forest […]...
10 Min
Infrastructure
Nov 2021
Delphi Office Hours Call (November 4th, 2021)
We recently hosted our Delphi Office Hours call on November 4th, where we discussed our October'21 Chartbook and answered open questions from our Pro members....
1 Min
Macro & Markets
Nov 2021
Breakouts, Shakeouts, & Fresh Market Highs (Oct. '21 Chartbook)
In this edition of the Delphi Chartbook, we look at the state of crypto market structure, on-chain activity, and important […]...
9 Min
Infrastructure
Nov 2021
Liquidity Crisis: A Post Mortem of Yesterday's Events
Market Update The last 24 hours have been chaotic for crypto markets, with a liquidity crisis causing some of the […]...
4 Min
Macro & Markets
Sep 2021
Market Troubles, ETH Deflation, NFTs Cool Off
Market Update The crypto market experienced a flash crash as BTC moved downwards to ~$42k and ETH to ~$3k. ETH […]...
3 Min
NFTs
Sep 2021
The Delphi Chartbook - August 2021
This month’s chartbook covers some of the most salient trends in crypto while highlighting several of the top charts from […]...
7 Min
Macro & Markets
Sep 2021
September Showers Bring Fall Gains
Warning signs point to short-term trend exhaustion, but that may not last long as we approach the best time of the year for crypto markets....
4 Min
Macro & Markets
Aug 2021
The Evolution of Crypto Price Discovery
Derivatives are overpowering spot trading, and the effects of this are important for investors/traders to grasp....
4 Min
Macro & Markets
Aug 2021
An Update on Technicals and Market Sentiment
Breaking down the state of the crypto market....
3 Min
Macro & Markets
Aug 2021
Quarter in Review, Macro Correlations, and HODL Strength
Analyzing BTC and ETH quarterly returns, BTC's correlation to gold & stocks, and fading the HODLers....
3 Min
Macro & Markets
Jul 2021
Polygon's Clout and Bitcoin Hopium
Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement....
3 Min
Macro & Markets
Jun 2021
The Good, The Bad, & The Ugly [Charts]
Bitcoin’s price was nearly cut in half recently, largely driven by a major unwind in leveraged positioning, but what's next for the world's largest crypto asset?...
6 Min
Macro & Markets
Jun 2021
Pitching to the Next Wave of Crypto Investors
Kevin Kelly sits down with Ric Edelman, renowned financial advisor and best-selling author, for a wide ranging conversation on investing and bitcoin for an audience of RIAs....
2 Min
Macro & Markets
Apr 2021
Coinbase’s “Disappointing” Debut
The debate over Coinbase’s valuation continues, but what could the future hold for the crypto incumbent?...
11 Min
Macro & Markets
Apr 2021
The Great Bond Migration
The reallocation away from sovereign debt, specifically U.S. Treasuries, in favor of alternative assets will serve as another long-term tailwind for bitcoin and crypto assets....
8 Min
Macro & Markets
Mar 2021
MicroStrategy’s Bitcoin Blueprint
MicroStrategy’s convertible debt sale provides bond investors with a way to get exposure to BTC, laying the blueprint for similar offerings to come....
5 Min
Macro & Markets
Feb 2021
Embracing Bitcoin's Volatility
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
4 Min
Macro & Markets
Jan 2021
Embracing Bitcoin's Volatility
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
5 Min
Macro & Markets
Jan 2021
Bitcoin is King of the Hill...Again
Bitcoin finds itself atop the leaderboard of best performing assets in 2020 for the second year in a row....
4 Min
Macro & Markets
Dec 2020
Bitcoin Following the ATH Playbook
Bitcoin is more than 6% off its new all-time high but so far its following its early 2017 playbook....
4 Min
Macro & Markets
Dec 2020