Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

Crypto

<ul>
<li>Crypto prices are still tracking our expected cycle trend, and the next big test is whether we see another period of consolidation — or if the breakout is finally near.</li>
<li>We outline a few notable risks in the near term that may stand in the way of the next crypto uptrend: stagnant liquidity, buyer exhaustion, further tightening in financial conditions</li>
<li>We don’t see these risks as long-term trends and view any downside volatility as an opportunity to increase exposure to the best assets at even better entry prices.</li>
</ul>


Crypto prices are still tracking our expected cycle trend, and the next big test is whether we see another period of consolidation — or if the breakout is finally near.
We outline a few notable risks in the near term that may stand in the way of the next crypto uptrend: stagnant liquidity, buyer exhaustion, further tightening in financial conditions
We don’t see these risks as long-term trends and view any downside volatility as an opportunity to increase exposure to the best assets at even better entry prices.


Through the Fire - Will the Rubber Meet the Road?

Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

<ul>
<li>High street inflation could fall in 2024 and real interest rates stay high, but the gold price and BitCoin (BTC$) may still break higher
</li>
<li>Gold has a 1.5-1.6 times sensitivity factor to the growth in Global Liquidity. BitCoin is a whopping 5 times this! It is 'exponential gold'
</li>
<li>Global Liquidity looks set to double in size over the next decade driven by soaring World debts. Alongside, the US dollar has been eclipsed as the marginal World reserve asset</li>
</ul>


High street inflation could fall in 2024 and real interest rates stay high, but the gold price and BitCoin (BTC$) may still break higher

Gold has a 1.5-1.6 times sensitivity factor to the growth in Global Liquidity. BitCoin is a whopping 5 times this! It is 'exponential gold'

Global Liquidity looks set to double in size over the next decade driven by soaring World debts. Alongside, the US dollar has been eclipsed as the marginal World reserve asset


Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Equity Bottom-Up

<ul>
<li>Coinbase sees the looming opportunity in the global crypto futures &amp; derivatives market. It's positioning itself to capitalize on a market that’s been hollowed out over last 12-18 months.</li>
<li>We explore 3 key areas of Coinbase’s business that we believe Wall Street is overlooking. These include: Coinbase International, ETF Spot approvals, and Base Chain</li>
<li>We estimate Coinbase has the potential to realize additional top-line revenue in the range of 15-20% on the low-end to +150% increase on the high-end over the next few years.</li>
</ul>


Coinbase sees the looming opportunity in the global crypto futures &amp; derivatives market. It's positioning itself to capitalize on a market that’s been hollowed out over last 12-18 months.
We explore 3 key areas of Coinbase’s business that we believe Wall Street is overlooking. These include: Coinbase International, ETF Spot approvals, and Base Chain
We estimate Coinbase has the potential to realize additional top-line revenue in the range of 15-20% on the low-end to +150% increase on the high-end over the next few years.


Coinbase: From Sleeping Giant To Industry Leader

Specialising in Fintech - Research and Development, Kiitot

Tatja Karkkainen

Specialising in Fintech - Research and Development

<ul>
<li>ZMT is the centralised exchange token of Zipmex crypto exchange that operates in the Asia Pacific.</li>
<li>The Zipmex exchange has aspirations to be the region’s largest digital asset bank that offers investors to earn interest on digital assets.</li>
<li>When exchanges should minimise operational risks, certain features can ramp it up.</li>
</ul>


ZMT is the centralised exchange token of Zipmex crypto exchange that operates in the Asia Pacific.
The Zipmex exchange has aspirations to be the region’s largest digital asset bank that offers investors to earn interest on digital assets.
When exchanges should minimise operational risks, certain features can ramp it up.


Zipmex (ZMT): Its Issuer Is Going Through Scrutiny as Are Other 150+ Crypto Exchanges in Singapore

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance 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>We’ve received loads of feedback from our clients regarding our Trump versus Biden basket.</li><li>As a result, we will provide a detailed breakdown of both baskets and explain the rationale behind each.</li><li>We are updating the baskets regularly based on the political proposals of the two candidates.</li></ul>

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket.As a result, we will provide a detailed breakdown of both baskets and explain the rationale behind each.We are updating the baskets regularly based on the political proposals of the two candidates.

Equity Watch: The Trump versus Biden Basket

United States

Bitcoin Pro is a powerful trading system based on artificial intelligence (AI) technologies. The robot trades bitcoin volatility by betting on BTC prices relative to other currencies.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Bitcoin Pro (BTCP CURNCY)

Through the Fire - Will the Rubber Meet the Road?

Crypto prices are following expected trends, but face short-term risks like stagnant liquidity and further financial tightening. We view downside...

Delphi Digital

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...

Michael J. Howell

Coinbase: From Sleeping Giant To Industry Leader

Coinbase plans to seize the opportunity in the crypto futures market, with potential for significant revenue growth in the coming years. Wall...

Delphi Digital

Zipmex (ZMT): Its Issuer Is Going Through Scrutiny as Are Other 150+ Crypto Exchanges in Singapore

ZMT token issued by Zipmex is going through regulatory scrutiny among all other crypto exchanges in Singapore. Will the features they have...

Tatja Karkkainen

Equity Watch: The Trump versus Biden Basket

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...

Steno Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Through the Fire - Will the Rubber Meet the Road?

​Crypto prices are following expected trends, but face short-term risks like stagnant liquidity and further financial tightening. We view downside...

Delphi Digital

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...

Michael J. Howell

Coinbase: From Sleeping Giant To Industry Leader

​Coinbase plans to seize the opportunity in the crypto futures market, with potential for significant revenue growth in the coming years. Wall...

Delphi Digital

Zipmex (ZMT): Its Issuer Is Going Through Scrutiny as Are Other 150+ Crypto Exchanges in Singapore

ZMT token issued by Zipmex is going through regulatory scrutiny among all other crypto exchanges in Singapore. Will the features they have...

Tatja Karkkainen

Equity Watch: The Trump versus Biden Basket

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...

Steno Research

Crypto prices are following expected trends, but face short-term risks like stagnant liquidity and further financial tightening. We view downside...

Coinbase plans to seize the opportunity in the crypto futures market, with potential for significant revenue growth in the coming years. Wall...