Reports216 results
Market Musings - The Bulls Strike Back
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
4 days ago
Delphi's Market Matters - July 2024
Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
4 days ago
The Dark Night Rises - Part 1
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...
23 Min
Macro & Markets
8 days ago
Market Musings - A Bad Break For Bulls... What's Next?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
10 Min
Macro & Markets
Jul 2024
Delphi's Office Hours Call (June 26th, 2024)
We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...
1 Min
Macro & Markets
Jun 2024
Market Musings - Strong Summer Start Turns Sour
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...
12 Min
Macro & Markets
Jun 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jun 2024
Delphi's Market Matters - June 2024
Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for our monthly […]...
1 Min
Macro & Markets
Jun 2024
Market Musings - April Showers Bring May Flowers
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
8 Min
Macro & Markets
Jun 2024
Market Musings - Return of the Flows
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most important and timely […]...
11 Min
Macro & Markets
May 2024
Market Musings - A Bullish Beat Down For BTC Bears
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
8 Min
Macro & Markets
May 2024
Delphi's Monthly Markets Webinar - May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
May 2024
Delphi's Office Hours Call (May 21st, 2024)
Join the Research team for the fourth edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
May 2024
Market Musings - Bulls Attempt To Take The Initiative
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...
9 Min
Macro & Markets
May 2024
Market Musings - Bitcoin Battles ETF Outflows
Welcome to the first edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
6 Min
Macro & Markets
May 2024
High off the Halving
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...
7 Min
Macro & Markets
Apr 2024
Delphi's Office Hours Call (April 24th, 2024)
Join the Research team for the third edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
Apr 2024
Delphi's Monthly Markets Webinar - April 2024
Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
Apr 2024
No Pain, No Gain
One of our highest conviction theses at the start of the year was that — given a more supportive liquidity […]...
13 Min
Macro & Markets
Apr 2024
Charting Crypto Cycles
A Change of Seasons In crypto, nothing is older than our habit of calling everything new. — Mark Twain Despite […]...
17 Min
Macro & Markets
Mar 2024