Reports275 results
Join the Macro & Markets team this Thursday (3/14) from 11am ET – 12PM ET for the next Markets Monthly […]...
1 Min
Macro & Markets
Mar 2024
“All the mixings needed to make a delicious cocktail for crypto markets are coming together, and things are really starting […]...
5 Min
Macro & Markets
Mar 2024
With the most recent Coinbase quarterly/annual numbers, this market memo aims to provide a short follow-up to our deep dive […]...
7 Min
Macro & Markets
Feb 2024
Join the Research team this for the first edition of the Office Hours call of 2024! As always, these webinars […]...
1 Min
Macro & Markets
Feb 2024
Join the Macro & Markets team this Thursday (2/15) from 11am ET – 12PM ET for our first webinar of […]...
1 Min
Macro & Markets
Feb 2024
CT was initially filled with FUD and “I told you so” proclamations as the Bitcoin ETF approvals proved to be […]...
17 Min
Macro & Markets
Feb 2024
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
2 Min
Macro & Markets
Jan 2024
Introduction — Oh, How Far We’ve Come Exactly one year ago, we published our last Markets Year Ahead report — […]...
76 Min
Macro & Markets
Dec 2023
Crypto Markets Take Center Stage The much-anticipated debate between ‘Uptober’ and ‘Octover’ came to a head in spectacular fashion. The […]...
27 Min
Financial Market Themes
Nov 2023
We’re getting closer to the point where the rubber will meet the road. We’ve written plenty on the bull case […]...
19 Min
Macro & Markets
Oct 2023
A Certified OG Coinbase was founded on June 20th, 2012. That same day, the price of BTC hit $6.65. It […]...
45 Min
Financial Market Themes
Sep 2023
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...
35 Min
Macro & Markets
Aug 2023
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...
1 Min
Layer 1 / L1
Jul 2023
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...
44 Min
Macro & Markets
Jul 2023
This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? We...
30 Min
Global Macro Themes
Jun 2023
A BART is a charting pattern that is most often seen in the crypto markets. BART patterns are most frequently characterized by a sharp surge in the price of an asset, followed by a period of consolida...
10 Min
Financial Market Themes
Jun 2023
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...
53 Min
Layer 1 / L1
May 2023
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...
38 Min
Macro & Markets
May 2023
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...
27 Min
Macro & Markets
May 2023
In early February, we wrote about the turnaround in the global liquidity cycle and its influence on the market’s strong start to the year. Since then, the broad crypto market is up ~14%, largely drive...
7 Min
Global Macro Themes
May 2023


















