Welcome back to Market Matters, September edition. What a difference a few weeks can make. Last month, markets continued to chug along, with our unified macro regime pointing to further upside potenti...

🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 X: https://x.com/delphi_digital 📺Youtube: https://www.youtube.com/@Delphi_Digital 🎧 Listen on all podcast platforms: https://thedelphip...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

Welcome back to Market Matters, August edition. Markets continue to chug along, with our unified macro regime pointing to further upside potential and an overall risk-on environment for assets. The b...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 X: https://x.com/delphi_digital 📺Youtube: https://www.youtube.com/@Delphi_Digital 🎧 Listen on all podcast platforms: https://thedelphip...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 X: https://x.com/delphi_digital 📺Youtube: https://www.youtube.com/@Delphi_Digital 🎧 Listen on all podcast platforms: https://thedelphip...

Welcome back to Market Matters, July edition. As has been the case for much of the last few months, markets continue to give mixed signals as we traverse one of the more complex macro environments in...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 X: https://x.com/delphi_digital 📺Youtube: https://www.youtube.com/@Delphi_Digital 🎧 Listen on All podcast platforms: https://thedelph...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

Welcome back to Market Matters, May & June edition. As has been the case for much of the last few months, markets continue to give mixed signals as we traverse one of the more complex macro enviro...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind. 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceteri...

Welcome back to Market Matters, April edition. Markets continue to give mixed signals as we traverse one of the more complex macro environments in recent years. Oil continues to grind higher, reachin...

Welcome back to Market Matters, March & Q1 2026 edition. The discussion centers on the macro and liquidity regime as the primary driver behind risk-asset performance, examining global liquidity tr...

Welcome back to Market Matters, February edition. Not much has changed over the last several weeks since our last Market Matters episode. Equities and TradFi markets have continued to grind sideways a...

This week, the Hivemind team breaks down the continued sell-off in markets, from crypto to software. We deep-dive into the historical L1 premium, the endgame for Hyperliquid, Bitcoin’s quantum threat,...