Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

Crypto

<ul>
<li>
Survive the purge, seize the opportunity: Last week’s extreme market volatility presents exceptional forward-looking opportunities for those who remain resilient.</li>
<li>
Liquidation waves: A path to equilibrium: Learn how major market disturbances like last week's can create ripples that take time to settle, offering strategic consolidation points.</li>
<li>
Unlocks and ETF flows: What’s next for crypto? Discover how upcoming token unlocks and recent ETF trends may shape the near-term outlook for key crypto assets.</li>
</ul>



Survive the purge, seize the opportunity: Last week’s extreme market volatility presents exceptional forward-looking opportunities for those who remain resilient.

Liquidation waves: A path to equilibrium: Learn how major market disturbances like last week's can create ripples that take time to settle, offering strategic consolidation points.

Unlocks and ETF flows: What’s next for crypto? Discover how upcoming token unlocks and recent ETF trends may shape the near-term outlook for key crypto assets.


Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

<ul><li>Financial markets are a humbling mechanism.</li><li>The past two weeks remind us just how difficult predicting the future can be.</li><li>Since our market cycle indicator signalled a crypto slowdown on June 2nd, we have been risk-off.</li></ul>

Financial markets are a humbling mechanism.The past two weeks remind us just how difficult predicting the future can be.Since our market cycle indicator signalled a crypto slowdown on June 2nd, we have been risk-off.

<ul>
<li>BTC's July surge highlights market volatility and potential Q3 consolidation.</li>
<li>Spot ETF launches drive significant crypto inflows, influencing market dynamics.</li>
<li>Upcoming token unlocks could impact market liquidity and trading conditions.</li>
</ul>


BTC's July surge highlights market volatility and potential Q3 consolidation.
Spot ETF launches drive significant crypto inflows, influencing market dynamics.
Upcoming token unlocks could impact market liquidity and trading conditions.


Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

<ul>
<li>High street inflation could fall in 2024 and real interest rates stay high, but the gold price and BitCoin (BTC$) may still break higher
</li>
<li>Gold has a 1.5-1.6 times sensitivity factor to the growth in Global Liquidity. BitCoin is a whopping 5 times this! It is 'exponential gold'
</li>
<li>Global Liquidity looks set to double in size over the next decade driven by soaring World debts. Alongside, the US dollar has been eclipsed as the marginal World reserve asset</li>
</ul>


High street inflation could fall in 2024 and real interest rates stay high, but the gold price and BitCoin (BTC$) may still break higher

Gold has a 1.5-1.6 times sensitivity factor to the growth in Global Liquidity. BitCoin is a whopping 5 times this! It is 'exponential gold'

Global Liquidity looks set to double in size over the next decade driven by soaring World debts. Alongside, the US dollar has been eclipsed as the marginal World reserve asset


Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Equity Bottom-Up

<ul>
<li>Coinbase sees the looming opportunity in the global crypto futures &amp; derivatives market. It's positioning itself to capitalize on a market that’s been hollowed out over last 12-18 months.</li>
<li>We explore 3 key areas of Coinbase’s business that we believe Wall Street is overlooking. These include: Coinbase International, ETF Spot approvals, and Base Chain</li>
<li>We estimate Coinbase has the potential to realize additional top-line revenue in the range of 15-20% on the low-end to +150% increase on the high-end over the next few years.</li>
</ul>


Coinbase sees the looming opportunity in the global crypto futures &amp; derivatives market. It's positioning itself to capitalize on a market that’s been hollowed out over last 12-18 months.
We explore 3 key areas of Coinbase’s business that we believe Wall Street is overlooking. These include: Coinbase International, ETF Spot approvals, and Base Chain
We estimate Coinbase has the potential to realize additional top-line revenue in the range of 15-20% on the low-end to +150% increase on the high-end over the next few years.


Coinbase: From Sleeping Giant To Industry Leader

United States

Bitcoin Pro is a powerful trading system based on artificial intelligence (AI) technologies. The robot trades bitcoin volatility by betting on BTC prices relative to other currencies.

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Bitcoin Pro (BTCP CURNCY)

No Pain, No Gain

Market volatility opens doors for the resilient. Discover how liquidation waves, token unlocks, and ETF trends can strategically impact crypto assets.

Delphi Digital

The Printer is Coming

Financial markets are a humbling mechanism. The past two weeks remind us just how difficult predicting the future can be.

Etherbridge

Will History Rhyme?

BTC's July surge shows market volatility and potential Q3 consolidation, while spot ETF launches drive crypto inflows and upcoming token unlocks...

Delphi Digital

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...

Michael J. Howell

Coinbase: From Sleeping Giant To Industry Leader

Coinbase plans to seize the opportunity in the crypto futures market, with potential for significant revenue growth in the coming years. Wall...

Delphi Digital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

No Pain, No Gain

Market volatility opens doors for the resilient. Discover how liquidation waves, token unlocks, and ETF trends can strategically impact crypto assets.

Delphi Digital

The Printer is Coming

Financial markets are a humbling mechanism. The past two weeks remind us just how difficult predicting the future can be.

Etherbridge

Will History Rhyme?

​BTC's July surge shows market volatility and potential Q3 consolidation, while spot ETF launches drive crypto inflows and upcoming token unlocks...

Delphi Digital

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...

Michael J. Howell

Coinbase: From Sleeping Giant To Industry Leader

​Coinbase plans to seize the opportunity in the crypto futures market, with potential for significant revenue growth in the coming years. Wall...

Delphi Digital

BTC's July surge shows market volatility and potential Q3 consolidation, while spot ETF launches drive crypto inflows and upcoming token unlocks...

Coinbase plans to seize the opportunity in the crypto futures market, with potential for significant revenue growth in the coming years. Wall...