Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Crypto

<ul><li>Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.</li><li>Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.</li><li>Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency 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>I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.</li><li>There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.</li><li>This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.</li></ul>

I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.

Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption

Co Founder & Head of Engineering and Trading, HarmoniQ Insights

Christopher Rosa

Co Founder & Head of Engineering and Trading

HarmoniQ Insights

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

<ul>
<li>
$240K Target: Bitcoin is projected to reach $240K by late Q3–Q4 2025, driven by global liquidity, the halving, and institutional demand via spot ETFs.</li>
<li>
Liquidity Drivers: Bitcoin’s bull run will be fueled by U.S. fiscal easing, China’s liquidity injections, spot ETF demand, and the upcoming 2024 halving event.</li>
<li>
Strategic Timing: Historical patterns suggest Bitcoin will peak in late Q3–Q4 2025, driven by synchronized global liquidity expansion and institutional adoption.</li>
</ul>



$240K Target: Bitcoin is projected to reach $240K by late Q3–Q4 2025, driven by global liquidity, the halving, and institutional demand via spot ETFs.

Liquidity Drivers: Bitcoin’s bull run will be fueled by U.S. fiscal easing, China’s liquidity injections, spot ETF demand, and the upcoming 2024 halving event.

Strategic Timing: Historical patterns suggest Bitcoin will peak in late Q3–Q4 2025, driven by synchronized global liquidity expansion and institutional adoption.


2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

<ul><li>It should come as no surprise that inflation dominated headlines throughout 2022 and 2023.</li><li>This was largely because central banks around the world, including the U.S. Federal Reserve (Fed) and the European Central Bank (ECB), had to respond to rising inflation by aggressively increasing interest rates.</li><li>The chart below highlights these interest rate changes.</li></ul>

It should come as no surprise that inflation dominated headlines throughout 2022 and 2023.This was largely because central banks around the world, including the U.S. Federal Reserve (Fed) and the European Central Bank (ECB), had to respond to rising inflation by aggressively increasing interest rates.The chart below highlights these interest rate changes.

Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation

Podcast series by Dean Curnutt, Alpha Exchange

Alpha Exchange

Podcast series by Dean Curnutt

The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cycles, promoting a better understanding among listeners as to how prior periods provide important context to present day dynamics. The “price of risk” is an important topic. Here we engage experts in their assessment of risk premium levels in the context of uncertainty. Is the level of compensation attractive? Because Central Banks have played so important a role in markets post crisis, our discussions sometimes aim to better understand the evolution of monetary policy and the degree to which the real and financial economy will be impacted. An especially important area of focus is on derivative products and how they interact with risk taking and carry dynamics. Our conversations seek to enlighten listeners, for example, as to the factors that promoted the February melt-down of the VIX complex. We do NOT ask our guests for their political opinions. We seek a better understanding of the market impact of regulatory change, election outcomes and events of geopolitical consequence. Our discussions cover markets from a macro perspective with an assessment of risk and opportunity across asset classes. Within equity markets, we may explore the relative attractiveness of sectors but will NOT discuss single stocks.

<ul>
<li>Discussion of ins and outs of option pricing and market risk</li>
<li>Examples of price volume spirals in meltdown and melt up scenarios</li>
<li>Exploration of value and instability in market dynamics</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Discussion of ins and outs of option pricing and market risk
Examples of price volume spirals in meltdown and melt up scenarios
Exploration of value and instability in market dynamics

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Bitcoin (XBTUSD CURNCY)

Delphi's Infrastructure Year Ahead 2025

The rapidly evolving blockchain industry is embracing ZK technology to improve privacy, scalability, and efficiency, with major players like...

The Delphi Podcast

Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption

I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand. There is simply not enough...

Steno Research

2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

Forecasting Bitcoin’s Next Bull Run: How Global Liquidity, Institutional Demand, and Key Market Cycles Point to a $240K Target by 2025

Christopher Rosa

Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation

It should come as no surprise that inflation dominated headlines throughout 2022 and 2023. This was largely because central banks around the...

Steno Research

Bitcoin, Price / Vol Spirals and MSTR

A meeting is set shortly after Trump takes office, leading to discussions on uncertainty and option prices

Alpha Exchange

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