Delphi Digital
@Delphi_Digital
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A research-driven firm dedicated to making crypto happen sooner and better than it would without us.
🌍
Joined September 2018
The best time to get ahead is before everyone catches on. Get all three of our 2026 Year Ahead Reports (Markets, Apps, Infra) plus 2 free months of Delphi Pro. All for $89.
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With our 2026 Markets Year Ahead Report live, we are going on Spaces to break down the what's next for crypto, macro tailwinds, and more. Join us tomorrow Friday 1PM EST 👇 https://t.co/laInvCr2eo
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Our 2026 Markets Year Ahead Report is out now! The liquidity regime that defined crypto's struggle over the past two years is reversing. After removing $2.4 trillion from the system since mid 2022, the Federal Reserve has halted QT since December 1st. This marks the first major
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Many are calling for a cycle top. Meanwhile, the Federal Reserve has ended QT, the Treasury General Account is easing liquidity back into markets, and Global M2 is at all-time highs. Our Year Ahead in Markets Report breaks down how the 2026 macro backdrop differs from the past
2026 Shifts the Focus to Liquidity Expansion The liquidity regime that defined crypto's struggle over the past 2 years is finally turning. After pulling roughly $2.4T out of the system since 2022, the Fed officially halted QT on Dec 1st - the first real inflection in U.S.
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Our Ultimate pack bundle includes all three Year Ahead Reports (Markets, Infra, Apps) plus a 2 Month Free Subscription to Delphi Pro for only $89. Check it out here. https://t.co/FY8h9ItQJG
members.delphidigital.io
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Our 2026 Markets Year Ahead Report is out now! The liquidity regime that defined crypto's struggle over the past two years is reversing. After removing $2.4 trillion from the system since mid 2022, the Federal Reserve has halted QT since December 1st. This marks the first major
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Institutions can run blockchains on their own terms with @zksync. After years of building, the past few months delivered the technical milestones that eliminate the fundamental tradeoffs holding back institutional adoption. The Atlas upgrade delivers 15,000+ TPS and one second
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Be notified when our 2026 Year Ahead Reports go live here. https://t.co/JqFmSzAqJ9
delphidigital.io
The definitive crypto outlook for navigating the markets in 2026. This report details macro liquidity pivots, the shift to Consumer Apps and the Global Money Layer, and the rise of the Revenue Meta...
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@zksync Read the full consulting report for free here. https://t.co/kHXT5XPe3a
members.delphidigital.io
The biggest blocker for crypto capital hasn't been performance. It has been the confidence problem. Regulated finance has never been able to get Ethereum security without sacrificing the privacy and...
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Institutions can run blockchains on their own terms with @zksync. After years of building, the past few months delivered the technical milestones that eliminate the fundamental tradeoffs holding back institutional adoption. The Atlas upgrade delivers 15,000+ TPS and one second
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Watch the full Hivemind pod here. https://t.co/ArZ5wUAAnL
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Ceteris believes reversible transactions are inevitable for crypto. "There are standards out there...If you can choose between a reversible and a non reversible stablecoin, most users are going to choose reversible. Then you create a new set of problems because anybody not using
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One key headwind for crypto could finally shift in 2026. The Treasury General Account (TGA) has been quietly draining liquidity all year. Originally, the Treasury targeted an $850B refill, but the balance has surged to nearly $1 trillion. This overshoot came from precautionary
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This is a preview for our 2026 Markets Year Ahead Report coming this Thursday. You can read the previous Year Ahead Report here. https://t.co/W4uGaJFZm9
members.delphidigital.io
As the year winds to a close, it's time to look ahead to what 2025 will bring for markets. Our Year Ahead for Markets - 2025 does just that. We talk about the macro landscape and how falling rates...
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One key headwind for crypto could finally shift in 2026. The Treasury General Account (TGA) has been quietly draining liquidity all year. Originally, the Treasury targeted an $850B refill, but the balance has surged to nearly $1 trillion. This overshoot came from precautionary
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