Reports240 results
Bitcoin and the broader crypto market are not isolated from macro risks, most notably those related to global liquidity and financial conditions. History suggests it isn't rate hikes that adversely im...
8 Min
Proof-of-Work
Jan 2022
Risk Assets Pullback on Hawkish Fed Minutes December’s Fed meeting minutes released yesterday pointed towards quicker and more aggressive rate […]...
3 Min
Macro & Markets
Jan 2022
The last couple weeks have been a bit of a whirlwind. Massive deleveraging sparked a sharp and violent sell-off that […]...
19 Min
Macro & Markets
Dec 2021
Powell’s Hawkish Comments Spark Volatility US equity markets opened higher today, recovering from yesterday’s dip incited by Fed Chairman Jerome […]...
5 Min
Macro & Markets
Dec 2021
Help, I’m Getting Liquidated BTC had a great run up through the first half of November, setting a new high […]...
3 Min
Macro & Markets
Nov 2021
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
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
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
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 Update The crypto market experienced a flash crash as BTC moved downwards to ~$42k and ETH to ~$3k. ETH […]...
3 Min
NFTs
Sep 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
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
Derivatives are overpowering spot trading, and the effects of this are important for investors/traders to grasp....
4 Min
Macro & Markets
Aug 2021
3 Min
Macro & Markets
Aug 2021
Analyzing BTC and ETH quarterly returns, BTC's correlation to gold & stocks, and fading the HODLers....
3 Min
Macro & Markets
Jul 2021
Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement....
3 Min
Macro & Markets
Jun 2021
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
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
The debate over Coinbase’s valuation continues, but what could the future hold for the crypto incumbent?...
11 Min
Macro & Markets
Apr 2021
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