The first half of 2024 has been a tale of two seasons for crypto markets. We went from a classic crypto summer to the dog days of summer. It looks like we’re finally emerging out of our first bull...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET for the […]...

This is one of the most challenging macro environments we’ve seen in a long time. The latest soft data seems to illuminate a path to rate cuts and a soft landing, but that rosy outlook could change qu...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...

At the time of writing, the relentless sound of aggr liquidations continues to chime in the background, with BTC trading at ~$58.6K. Two weeks ago, BTC was trading within striking distance of yet a...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for our monthly […]...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most important and timely […]...

Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...

Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for the […]...

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

Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...

Welcome to the first edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...

With the Bitcoin halving top of mind this week, our markets team issued a brief note to update their views on the short and longer-term outlook for BTC. The Delphi Research team has done a ton of w...

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

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 […]...