Welcome to another Market Musings, spooky szn edition. Sixteen years ago, to the day, one of the most innovative and influential papers in the 21st century was published and began to permeate the...

Much of the last few Market Musings has been focused on the shifting tides in macro land. And rightfully so – a lot has materially changed over the last several weeks. For those who haven’t had a...

Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....

It’s good to be back in the saddle after a brief hiatus while attending industry conferences in Singapore. If you haven’t had a chance to read my conference takeaways, you can find them on the Alpha F...

When we compare traditional markets to crypto markets, the difference is clear. 2024 has essentially turned into a tale of two markets. On one hand, TradFi markets look generally fine. We see near...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. A year ago, Jerome Powell took the stage...

The Macro & Markets team is back this Wednesday (8/21) from 12pm to 1pm EST with the next installment of Market Matters. This live stream, exclusively for Delphi Pro subscribers, will be available...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. The theme of last week’s musings was eff...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. Last week’s musings was brought to you jus...

A week ago, things looked pretty good. BTC was at $69K, ETH nearing $3500 and Solana testing $190. Many of the more desirable altcoins were staging strong rallies too. Life was nice. And then everythi...

Join us for this month’s episode of the Office Hours, where Ceteris, Kevin, Jason and Duncan digest this week’s […]...

Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

The first half of 2024 has been a tale of two seasons for crypto markets. We went from a classic crypto summer to the dog days of summer. It looks like we’re finally emerging out of our first bull...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET for the next Market Matters! As always, these streams will take place right here on the member’s portal for Delphi Pro su...

This is one of the most challenging macro environments we’ve seen in a long time. The latest soft data seems to illuminate a path to rate cuts and a soft landing, but that rosy outlook could change qu...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...

At the time of writing, the relentless sound of aggr liquidations continues to chime in the background, with BTC trading at ~$58.6K. Two weeks ago, BTC was trading within striking distance of yet a...