With the Fed finally cutting rates, everyone is wondering whether this was priced in.
Today, we are open sourcing our 60+ page markets chartbook for free.
This gives you everything you need to know about macro, markets, and what to look out for in Q4.
A Megathread 🧵
BTC has been the top performer since April lows
What does liquidity backdrop look as we head into Q4?
Potential headwinds exist but may alleviate towards year end.
How will rate cuts affect the market?
Where could future liquidity come from?
Everyone is fleeing to gold
Foreign central banks are now holding more gold than treasuries
Monetary debasement is expected to continue
Stablecoins continue to be a key narrative
The impacts of ETFs on crypto
DATs are real institutional drivers
Where could we be in the market cycle?
Are fundamentals back?
Hyperliquid has become a powerhouse
Pumpfun and Ethena have also seen success
Check out the full chartbook on our portal here.
delphi.link/SeptBook1
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