Reports271 results
Pro Crypto Insider Talks - March 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
Avoiding the Real Banking Iceberg
We’ve been saying for months that access to funding is the biggest risk to the crypto industry this year. Never has that been more relevant than right now given the events of the last few days....
38 Min
Global Macro Themes
Mar 2023
Monthly Chartbook - Wishful Thinking
Investors are people, and they, too, underestimate the likelihood (and duration) of bad things happening. So far, 2023 is shaping up to be a case study in this kind of wishful thinking....
19 Min
NFTs
Mar 2023
Pro Crypto Insider Talks - February 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
Monthly Chartbook - Another Year, Another Rally
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
Markets Setup for Rollercoaster Ride in 2023
Recent increases in global liquidity have been a driving factor in this year's market rally. There is evidence supporting potential trend continuation in the coming weeks, as there are still multiple...
9 Min
Global Macro Themes
Feb 2023
Following the Market's Footprints: Order Flow Explained
When playing a new game, the first thing people usually do is learn the rules and game mechanics. Sometimes there are very few rules and the mechanics are simple. Other times, the game is more dynamic...
28 Min
Financial Market Themes
Feb 2023
Market Note: SOL Surges and Stalls
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
Market Note: LTC Shows Relative Strength Amid Market Chaos
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
Delphi Office Hours Call (January 19th, 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
GALA and LDO Pump Amid "Short-Squeeze Szn"
🌅 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
Delphi Office Hours Call (January 5th, 2023)
Join us as we discuss the most important themes, narratives, and projects to look for in 2023....
1 Min
Macro & Markets
Jan 2023
The Year Ahead for Markets
2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable c...
55 Min
Global Macro Themes
Dec 2022
FIL Loses $466M in Market Cap, Drops 36% Within 15 Minutes
🌅 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
Delphi Office Hours Call (December 15th, 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
A Nuanced Approach to Estimating Mark-to-Market Crypto-Asset Values
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
Monthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
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
GMX Outperforms As It Approaches An All-Time High
🌅 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
Delphi Office Hours Call (December 8th, 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
LTC Outperforms as the Halving Draws Closer
🌅 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