Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Crypto

<ul><li>Discussion on the performance and outlook of various assets, including Solana, Ethereum, and Bitcoin</li><li>Analysis of market trends and potential factors that could drive asset valuations in the future</li><li>Debate on the future dominance and valuation of different L1 networks such as Solana and Ethereum</li><li>Speculation on the potential for an L1 network to surpass the market cap of Bitcoin and gold</li><li>Mention of upcoming report release and the importance of becoming a subscriber for detailed insights</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the performance and outlook of various assets, including Solana, Ethereum, and BitcoinAnalysis of market trends and potential factors that could drive asset valuations in the futureDebate on the future dominance and valuation of different L1 networks such as Solana and EthereumSpeculation on the potential for an L1 network to surpass the market cap of Bitcoin and goldMention of upcoming report release and the importance of becoming a subscriber for detailed insightsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>In Crypto Moves #44 from September 19, we stated that Ethereum would shine again.</li><li>This prediction appears to be steadily materializing.</li><li>Since the U.S. Presidential election, Ethereum has regained some of the ground it has lost against Bitcoin during the year.</li></ul>

In Crypto Moves #44 from September 19, we stated that Ethereum would shine again.This prediction appears to be steadily materializing.Since the U.S. Presidential election, Ethereum has regained some of the ground it has lost against Bitcoin during the year.

Crypto Crisp: Indeed, Ethereum Shines Again

<ul><li>Last Thursday, I shared my conviction in our Telegram crypto chat:</li><li>My two cents: We touch $100,000 (or very close) but we do not comfortably get on the other side.</li><li>This makes all the leverage and open interest (and retail euphoria) turn against us.</li><li>After witnessing the Bitcoin price face repeated rejections since then, I am even more confident in this view.</li></ul>

Last Thursday, I shared my conviction in our Telegram crypto chat:My two cents: We touch $100,000 (or very close) but we do not comfortably get on the other side.This makes all the leverage and open interest (and retail euphoria) turn against us.After witnessing the Bitcoin price face repeated rejections since then, I am even more confident in this view.

Crypto Crisp: More Friendly, Still Overbought

<ul><li>In the second edition of Crypto Moves, published almost exactly a year ago, I shared this conviction:“Perhaps the only thing you want to know is: Do we expect the Bitcoin halving to cause a new run?”“The short answer is yes.</li><li>In this edition of Crypto Moves, we assess Bitcoin’s current position in its historical 4-year cycle. The 4-year cycle is fundamentally tied to Bitcoin’s halvings, which occurs roughly every four years and halves the mining block reward. </li><li>This process has now taken place four times, reducing the reward from 50 bitcoins per block to just 3.125 bitcoins per block.</li></ul>

In the second edition of Crypto Moves, published almost exactly a year ago, I shared this conviction:“Perhaps the only thing you want to know is: Do we expect the Bitcoin halving to cause a new run?”“The short answer is yes.In this edition of Crypto Moves, we assess Bitcoin’s current position in its historical 4-year cycle. The 4-year cycle is fundamentally tied to Bitcoin’s halvings, which occurs roughly every four years and halves the mining block reward. This process has now taken place four times, reducing the reward from 50 bitcoins per block to just 3.125 bitcoins per block.

Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes Again

<ul><li>In Crypto Moves #18 from early March this year, we referred to this crypto bull market as the least speculative in the history of the crypto market.</li><li>By Crypto Moves #35 in early July, we reaffirmed this view.</li><li>Meanwhile, during this period, Bitcoin had outpaced almost every other altcoin.</li></ul>

In Crypto Moves #18 from early March this year, we referred to this crypto bull market as the least speculative in the history of the crypto market.By Crypto Moves #35 in early July, we reaffirmed this view.Meanwhile, during this period, Bitcoin had outpaced almost every other altcoin.

Crypto Moves #52 – Are You Ready for Altcoin Season?

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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The Delphi Podcast

Crypto Crisp: Indeed, Ethereum Shines Again

In Crypto Moves #44 from September 19, we stated that Ethereum would shine again. This prediction appears to be steadily materializing. Since the...

Steno Research

Crypto Crisp: More Friendly, Still Overbought

Last Thursday, I shared my conviction in our Telegram crypto chat:My two cents: We touch $100,000 (or very close) but we do not comfortably get on...

Steno Research

Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes Again

Exclusively for clients: Join our crypto community chat on Telegram. To join, please fill out this form. In the second edition of Crypto Moves,...

Steno Research

Crypto Moves #52 – Are You Ready for Altcoin Season?

In Crypto Moves #18 from early March this year, we referred to this crypto bull market as the least speculative in the history of the crypto...

Steno Research

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