Delphi's Infrastructure Year Ahead 2025
The rapidly evolving blockchain industry is embracing ZK technology to improve privacy, scalability, and efficiency, with major players like...
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Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption
I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand. There is simply not enough...
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Crypto Crisp: QQQ’d MicroStrategy
Bitcoin has reached a new all-time high, surpassing $107,000 and steadily moving toward $110,000, as we predicted in Crypto Moves #55. That note...
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Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation
It should come as no surprise that inflation dominated headlines throughout 2022 and 2023. This was largely because central banks around the...
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Positioning Watch – Is the Santa Rally at risk of being canceled? Not yet..
Hi everyone, and welcome back to our weekly positioning update. I’ve been puzzled over the past weeks of just how much risk assets have been...
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