Reports279 results
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
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















![The Good, The Bad, & The Ugly [Charts]](/_ipx/f_webp&q_50&fit_fill&blur_8&s_308x173/https://storage.googleapis.com/members-portal-bucket/uploads/2021/06/BTC-Drawdown-from-52-Week-High-vs.-UTXOs-in-Profit-768x393.png)



