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.

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

Crypto

<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.

Cross Asset Strategy

<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

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macroeconomics

<ul><li>What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in both FX and commodities.</li><li>In the equity space, we saw the biggest outperformance of the Russell 2000 against the Nasdaq since early 2021.</li><li>Yesterday’s rotation was driven by hedge funds facing a short squeeze on their small-cap and RE hedges as yields came down.</li></ul>

What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in both FX and commodities.In the equity space, we saw the biggest outperformance of the Russell 2000 against the Nasdaq since early 2021.Yesterday’s rotation was driven by hedge funds facing a short squeeze on their small-cap and RE hedges as yields came down.

Portfolio Watch: Be our guest to jump the great rotation bandwagon

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.


<ul>
<li>
Global Liquidity cycle is rising and set to hit a peak sometime around late-2025. This is bullish for risk assets</li>
<li>The timing of the recovery from October 2022 aligns with past cycles, but its scale is far less. Things need to speed up.</li>
<li>The US Fed has been a key culprit in keeping liquidity conditions too tight for too long. 2024 will see a significant ease from US policy-makers</li>
</ul>



Global Liquidity cycle is rising and set to hit a peak sometime around late-2025. This is bullish for risk assets
The timing of the recovery from October 2022 aligns with past cycles, but its scale is far less. Things need to speed up.
The US Fed has been a key culprit in keeping liquidity conditions too tight for too long. 2024 will see a significant ease from US policy-makers


Thinking About, Thinking About Central Banks ... And Liquidity

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.

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Bitcoin Pro (BTCP CURNCY)

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

Portfolio Watch: Be our guest to jump the great rotation bandwagon

What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in...

Steno Research

Thinking About, Thinking About Central Banks ... And Liquidity

US Fed has been a key culprit in keeping liquidity conditions too tight, too long. 2024 will see major ease from US policy-makers. Global Liquidity...

Michael J. Howell

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Portfolio Watch: Be our guest to jump the great rotation bandwagon

What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in...

Steno Research

Thinking About, Thinking About Central Banks ... And Liquidity

US Fed has been a key culprit in keeping liquidity conditions too tight, too long. 2024 will see major ease from US policy-makers. Global Liquidity...

Michael J. Howell

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