Releases

Join us for the upcoming Bull vs. Bear episode with hosts Jason and Kevin. In Market Matters, we'll dissect Nvidia’s soaring performance, fuelled by an upswing in AI use, and whether the performance will trickle down on the wider market and crypto. In our Bull vs. Bear segment, we'll navigate the debt ceiling aftermath, consider the impact of resumed student loan payments and continued rate hike probabilities, and the ascent of AI coins like $RNDR.

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 dig into the most pressing questions at the nexus of crypto and macro.

This week on Bull vs. Bear, Kevin's away, but the show goes on as our bear, Jason, takes the spotlight. We're focusing on the trader's perspective, delving into how they analyze and strategize for different market scenarios. Brian will be probing Jason's insights on manoeuvring through crab, bull, and bear markets, and the tactics suitable for various market participants. Tune in for a unique look into the world of trading.

Understand Bitcoin through the lens of the (potential) fall of the US dollar and how it measures up against commodities like gold.

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. This may just sound like a bad dream, but for many people, and perhaps even for you, it’s no fantasy. It’s reality.

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

Join us for our next Bull vs. Bear episode following Fed Chair Jerome Powell's FOMC speech. In Market Matters, we'll delve into the Fed's credibility, exploring their capacity to maintain higher rates for longer and whether they'll need to reactively cut rates swiftly if things start to break. In Bullish or Bearish, we'll touch on favorable third-year presidential term market trends and the looming US debt ceiling issue.

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 driven by BTC and ETH, which have gained 25% and 15%, respectively. Bitcoin’s outperformance is logical given it’s arguably the “closest to the money” and the purest play on liquidity fluctuations.

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 the nexus of crypto and macro.

This week on Bull vs. Bear, we start with Charts of the Week, revisiting altcoin Open Interest Dominance and Treasury volatility. In Market Matters, we explore the “sell in May” meme’s relevance to crypto, looking at Bitcoin’s historical performance during this period and the driving factors behind it. Finally, we discuss the upcoming FOMC meeting, potential all-time highs, and whether we’re in an altcoin season in our Bullish or Bearish segment.

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 the ongoing banking crisis.

In this week's Bull vs. Bear episode, we delve deep into the Market Matters section, discussing the persistent banking crisis and its potential impact on the crypto markets. We analyze Jamie Dimon's Letter to Shareholders and dissect his outlook on the evolving financial landscape ahead of the upcoming CPI release. In our Charts of the Week segment, Kevin Kelly examines the US Treasury's role in the banking collapse, while Jason Pagoulatos explores the Open Interest Dominance of alt cryptocurrencies and its implications for market direction. Finally, our Bullish or Bearish section touches on a few critical topics in the crypto sphere, including Ethereum's possible breakout, Binance's legal issues, and the readiness of DeFi to overtake Centralized Exchanges.