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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Watch the full Hivemind pod featuring @3xliquidated here. https://t.co/caWy5zGbLG
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Jason is cautiously optimistic going into year end. "We are breaking back into the 90-110k that we have spent quite some time in. If we could hold around here and then start breaking back into year end I think there's a decent chance we have a relief rally for Bitcoin."
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Be notified when our 2026 Year Ahead Reports go live here. https://t.co/7KYP3NjcXA
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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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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Hedge funds running leveraged basis trades are now among the largest holders of US Treasury debt. According to the Federal Reserve, Cayman-domiciled hedge funds held ~$1.85 trillion of US Treasuries at the end of 2024, overtaking major foreign official holders like Japan, China,
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What's Next for Crypto? | 2026 Year Ahead For Markets
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What's Next for Crypto? | 2026 Year Ahead For Markets
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Our Year Ahead in Markets report breaks down the fragility in UST funding markets, the macro liquidity regime shift, and what this means for crypto. Read it here. https://t.co/lXeqNB51i3
members.delphidigital.io
The Year Ahead for Markets 2026: After two years defined by liquidity withdrawal and elevated policy rates, 2026 marks a critical inflection point. This report explores how the macro regime is...
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Hedge funds running leveraged basis trades are now among the largest holders of US Treasury debt. According to the Federal Reserve, Cayman-domiciled hedge funds held ~$1.85 trillion of US Treasuries at the end of 2024, overtaking major foreign official holders like Japan, China,
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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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