Crypto Research Reports & Releases

A Certified OG Coinbase was founded on June 20th, 2012. That same day, the price of BTC hit $6.65. It […]

Delphi Co-founder & Head of Research, Kevin Kelly, and Founder & CEO of Real Vision, Raoul Pal, are back to analyze exactly what is going on at the nexus of crypto and macro. Recorded on July 25th, 2023.

In our season finale of Bull vs. Bear, we dissect the recent market selloffs, spotlighting tokens that performed well. As we ponder on endings, we also cast our gaze forward, predicting what the next months hold. Then, in the Bullish or Bearish section, we'll go back and forth on the whirlwind rise of Friendtech, Base's impact on COIN, Curve's continued price concerns, NVIDIA's earnings anticipation, and the sustainability of Rune's new rise. Join us, as we look forward to the golden sky at the end of the storm. 

To outsiders, crypto may lack rhyme and rhythm. But spend enough time doomscrolling on CT, and you begin to notice a method to the madness. Crypto is just like every other asset — driven by the whims and emotions of humans, who are cyclical beings.

Dive into a riveting Bull vs. Bear episode as we navigate the 'Dog Days of DeFi Summer', spotlighting Uniswap’s trends and Unibot's promising profit-sharing approach. Join our heated debate on Solana's trajectory, the pivotal role of stablecoins in DeFi liquidity, and the potential interplay of GBTC/ETHE and MSTR. A must-watch.

In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull market, and the Unibot Telegram bot.

Join us for a lively Bull vs. Bear episode post-FOMC speech, where we discuss Fed's impact on the markets, the intriguing Unibot phenomenon, and the latest market trends. We'll cover everything from stablecoins, Fed's rate hikes, Worldcoin's market confidence signal to breakthrough crypto apps, Doge/X rebrand and more.

Narratives are meeting places for minds. They are how we make sense of our confusing, intimidating, and seemingly random world. Humans have been inventing narratives since at least the time of ancient Greece.

In today's Bull vs. Bear episode, we'll examine COIN, Coinbase's stock, as it takes center stage in Market Matters. As it surges due to its new role as Bitcoin custodian for proposed ETFs, we'll ask is COIN, with its potential for institutional flow, acting as a higher beta version of BTC and ETH, or should we view it in the same light as tech stocks like Tesla or Nvidia? A highlight during our Bullish or Bearish section will be scrutinizing Rollbit, the hot leader of the Gamble-Fi narrative, despite it's predominantly web2 nature. Join us for this deep-dive into today's critical market dynamics.

Delphi Co-founder & Head of Research, Kevin Kelly, and Founder & CEO of Real Vision, Raoul Pal, are back to analyze exactly what is going on at the nexus of crypto and macro. Recorded on June 28th, 2023.

Dive into an electrifying Bull vs. Bear episode where we tackle the seismic impact of Blackrock's prospective Bitcoin ETF on BTC's resurgence past the 30k mark. Amid SEC filings against Coinbase, its chosen custodian, we'll explore what this development means for the industry in our Market Matters segment. In Bull vs. Bear, we debate Bitcoin's dominance over altcoins and its potential year-end performance, but also whether Blackrock's potential ETF means crypto industry and Solana, in particular, have regained credibility in the aftermath of the FTX debacle.

Join us for a riveting episode of Bull vs. Bear, immediately following Fed Chair Jerome Powell’s FOMC speech. In Market Matters, we'll dissect the Fed’s decision to hit pause on rate hikes and what the future might hold. We’ll delve into The Great Decoupling, examining the diverging paths of crypto and equities. Is crypto still the canary in the coal mine?  Later, in our Bull vs. Bear segment, Brian will lead a rapid-fire round of hot takes on Binance and Coinbase’s long-term prospects, the sustainability of equity market outperformance, Yellen’s comments, and the rise of AI coins like RNDR. Don’t miss this insightful and timely discussion!