Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET for the […]...

One of our highest conviction theses at the start of the year was that — given a more supportive liquidity […]...

A Change of Seasons In crypto, nothing is older than our habit of calling everything new. — Mark Twain Despite […]...

Join the Research team for the second edition of the Office Hours call of 2024! As always, these webinars will […]...

Join the Macro & Markets team this Thursday (3/14) from 11am ET – 12PM ET for the next Markets Monthly […]...

“All the mixings needed to make a delicious cocktail for crypto markets are coming together, and things are really starting […]...

With the most recent Coinbase quarterly/annual numbers, this market memo aims to provide a short follow-up to our deep dive […]...

Join the Research team this for the first edition of the Office Hours call of 2024! As always, these webinars […]...

Join the Macro & Markets team this Thursday (2/15) from 11am ET – 12PM ET for our first webinar of […]...

CT was initially filled with FUD and “I told you so” proclamations as the Bitcoin ETF approvals proved to be […]...

Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...

Introduction — Oh, How Far We’ve Come Exactly one year ago, we published our last Markets Year Ahead report — […]...

We’re getting closer to the point where the rubber will meet the road. We’ve written plenty on the bull case […]...

To outsiders, crypto may lack rhyme and rhythm. But spend enough time doomscrolling on CT, and you begin to notice a method to the madness. Crypto is just like every other asset — driven by the whims...

In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull mark...

Narratives are meeting places for minds. They are how we make sense of our confusing, intimidating, and seemingly random world. Humans have been inventing narratives since at least the time of ancient...

Delphi Co-founder & Head of Research, Kevin Kelly and Head of Delphi Labs, Jose Maria Macedo join Founder & CEO of Real Vision, Raoul Pal, for May 2023's edition of Crypto Insiders where they...

Imagine, for a moment, a world where crisis, conflict, and war run rampant. A world of failed institutions, corporate cynicism, and individual greed. A world where the past is brighter than the future...

How are we already one-third of the way through 2023? Well, as a wise man once said: “Time flies when the market is intent upon separating you from your capital.” – Jason Pagoulatos...

Delphi Co-founder & Head of Research, Kevin Kelly, joins Founder & CEO of Real Vision, Raoul Pal, for April 2023's edition of Crypto Insiders where they dig into the most pressing questions at...