Reports240 results
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...
1 Min
Macro & Markets
Apr 2023
Despite the Fed’s best intentions, its messaging is muddled and its monetary policy is contradictory - a combination that’s having a significantly negative impact on the market and threatens to worsen...
26 Min
Macro & Markets
Apr 2023
Price action following the COVID crash saw DeFi outperform pretty much every asset. Since then, DeFi has generally not shown any meaningful strength against the rest of the crypto market. That is, unt...
11 Min
Macro & Markets
Mar 2023
Raoul Pal, Kevin Kelly, and Ash Bennington engage in a comprehensive discussion on the current state of the crypto market, stablecoins, and the global economy....
2 Min
Macro & Markets
Mar 2023
In this month’s Pro Crypto Insider Talks, Delphi’s own Kevin Kelly and Ceteris join Raoul Pal, CEO of Real Vision, […]...
46 Min
Macro & Markets
Feb 2023
After a miserable 2022 for risk assets, 2023 opened on the opposite foot. Risk assets rose considerably across the board, in large part due to recent increases in global liquidity driven by China’s PB...
15 Min
Macro & Markets
Feb 2023
Many had written off Solana as yet another hyped L1 narrative play from this cycle. However, the most recent rally has left many market participants sidelined and speechless. The “up only” regime on a...
10 Min
Macro & Markets
Jan 2023
Before the first murmurs of an “echo bubble” could be heard, LTC began its move higher while the broader market struggled to maintain its footing. Seemingly nothing was immune to the FTX implosion and...
9 Min
Macro & Markets
Jan 2023
Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more....
1 Min
Macro & Markets
Jan 2023
🌅 Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]...
4 Min
Macro & Markets
Jan 2023
Join us as we discuss the most important themes, narratives, and projects to look for in 2023....
1 Min
Macro & Markets
Jan 2023
🌅 Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...
4 Min
Macro & Markets
Dec 2022
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more....
1 Min
Macro & Markets
Dec 2022
The reasons for the monumental collapse of FTX still aren't entirely clear. There are numerous theories that speculate on what went down. Yet, nothing can be said with absolute certainty. That said, s...
15 Min
Macro & Markets
Dec 2022
Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer....
19 Min
Macro & Markets
Dec 2022
🌅 Welcome! SBF will testify to the U.S. House Committee on Financial Services tomorrow. Meanwhile, Binance responds to a recent […]...
2 Min
Macro & Markets
Dec 2022
Join us as we discuss recent price action, Maple Finance's troubles, what on-chain metrics say about the markets, DAO treasury ranks, how insightful bridge flows are, and more....
1 Min
Macro & Markets
Dec 2022
🌅 Welcome! A crypto lender is leaving the United States due to a lack of regulatory clarity and a decentralized […]...
4 Min
Macro & Markets
Dec 2022
Tokens are an integral part of crypto projects. Over the years, the way token economies are designed has changed considerably, becoming increasingly complex. They can help a good project prosper but f...
24 Min
Macro & Markets
Dec 2022
Join us as we discuss SUAVE from Flashbots, how DeFi trading infrastructure can be improved, Uniswap's NFT plans, RPC alternatives, Frax's staked ETH growth, and more....
1 Min
Macro & Markets
Dec 2022