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6 Nov, 5 tweets, 3 min read
0/ [NEW] Monthly Delphi Research Recap

A monthly digest highlighting some of our research team’s top reports and content.

Free access to the first edition here: delphidigital.io/reports/best-o…

Highlights 👇
1/ If you like what you see, we're offering a limited time discount on ALL our memberships.

Just use the code "DELPHIRECAP" at checkout to lock in a 50% discount on your 1st month OR a 20% discount on any of our annual plans!

(FYI: This won't last long!)
delphidigital.io/subscription-p…
2/ This edition includes:

🔸 Setup for #Bitcoin & key on-chain metrics $BTC
🔸 Analysis on Ethereum's evolving ecosystem $ETH
🔸 Crypto taxation
🔸 Relationship between Yearn & Curve $YFI $CRV
🔸 In-depth notes on $NXM, smart stablecoins, impact of vested rewards, & more! Image
3/ Here are a few pages from the report which hopefully help make this required weekend reading! ImageImageImageImage
4/ Once again, you can view the full report at the link below.

Be sure to take advantage of the 'DELPHIRECAP' discount code we're currently offering. You'll receive full access to our Member Portal and more!
delphidigital.io/reports/best-o…

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More from @Delphi_Digital

Delphi Digital Profile picture
7 Dec
0/ [PUBLIC RELEASE] The Bitcoin Bull Case: 2021 & Beyond

After 1,081 days of waiting, #Bitcoin recently reached a new ATH. So what’s next?

We’re making our latest report public to provide the $BTC community with ammo 👇
delphidigital.io/reports/the-bi…
1/ It's packed w/ on-chain data, market cycle forecasts, key trading trends, and macro market analysis (thread below):

🔸 UTXO Analysis
🔸 Market Cycle Patterns & Forecasts
🔸 Supply Shortage & Exchange Balances
🔸 Price Breakout & Momentum
🔸 Correlations, Sentiment, Volatility
2/ Forecasting Market Cycles

In our inaugural #Bitcoin report (Dec ‘18) we analyzed historical holder activity to predict a $BTC price bottom by 1Q19.

$BTC hit a cycle low 5 days later, setting up its 2019 surge.
Read 18 tweets
Delphi Digital Profile picture
13 May
0/ We hope everyone’s enjoying our new State of #Bitcoin report!

It’s close to 60 pages, so for convenience we wanted to tweet out a few of our favorite takeaways:

Short thread below 👇👇👇
delphidigital.io/halving
1/ The current composition of the underlying holder base looks nearly identical to the one leading into the 2nd halving:

58% of holders hadn’t moved their $BTC in at least 1YR back in 2016, that # stands at 59% today

27.1% hadn’t moved their $BTC in at least 3YRS, 27.8% today
2/ Prior #bitcoin cycles tended to peak when major central bank balance sheet growth began to decelerate (albeit price history is limited).

Meanwhile, U.S. debt-to-GDP is all but guaranteed to surpass its previous WWII high (~120%).
Read 11 tweets
Delphi Digital Profile picture
11 May
0/ The State of Bitcoin 2020

For the 3rd $BTC halving, our team wanted to arm the community with the most thorough, all-encompassing report on the current state of #Bitcoin.

Dive in here: delphidigital.io/halving
1/ This report serves as a special update to our inaugural State of Bitcoin report released back in Dec. 2018. At the time, we claimed $BTC was “easier to dismiss than understand.”

Safe to say a great deal has changed since then. Dismissing Bitcoin is no longer an option.
2/ Within The State of Bitcoin 2020, our team dives into all this and more!

🔸 Macro Backdrop
🔸 Adoption Analysis
🔸 On-Chain Trends
🔸 Exchange Flows
🔸 Upcoming Bitcoin Upgrades
🔸 Lightning Network
🔸 Contributor Pieces
Read 8 tweets
Delphi Digital Profile picture
1 Nov 19
0/ We recently sent our clients a special edition of the Monthly #Bitcoin Outlook by @YanLiberman and @Kevin_Kelly_II, and we’re excited to share it publicly today. This thread summarizes our take of the interplay between Price and Open Interest on Bitmex.
delphidigital.io/btc
1/ We start off by recapping the 2019 volume profile for $BTC. This year, Bitcoin's volume profile has resembled that of a mini bull bear cycle. A more detailed recap can be found within the report.
2/ Open Interest (OI) represents the number of perpetual futures contracts in existence, serving as a useful proxy for the amount of leverage in the market. In 2019, peaking OI has functioned as a potential sign of trend exhaustion and subsequent reversal.
Read 13 tweets
Delphi Digital Profile picture
8 Aug 19
0/ We recently released our Bitcoin Monthly Outlook covering several developing trends we’re watching closely. Below is a short thread on some of the key takeaways, but you can access the full report + our historical outlooks at delphidigital.io/research!

Join us today!
1/ #Bitcoin remains one of the best performing assets globally this year, tracking its 2017 performance so far YTD. Historically, the second half of the year has been kind to $BTC, especially the early autumn months, but important to note history is obviously limited.
2/ Correlation between $BTC & gold has strengthened considerably the last few months amid plunging debt yields + rising geopolitical tensions (our quarterly outlook gives more context on the macro backdrop & why demand for an uncorrelated, non-sovereign asset likely increases).
Read 6 tweets
Delphi Digital Profile picture
3 Aug 19
0/ The Perfect Storm for Bitcoin is Brewing.
Our team just released our Quarterly Macro Outlook, which digs deep into the key drivers behind Bitcoin’s long-term value proposition as a non-sovereign, digitally native store of value. Quick summary thread: delphidigital.io/research
1/ We begin with a brief update on the current state of the crypto market, highlighting the acceleration in upward price movement and the widening gap between $BTC and alternative crypto assets at large.
2/ We touch on some of the notable outperformers so far this year and provide key stats and context behind some of the most relevant names.
Read 18 tweets

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