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Bitcoin

Sep 21, 2020 6:50 pm

Bitcoin Outlook 9/21/2020

In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in the current market.

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Delphi Daily, Bitcoin

Sep 18, 2020 5:11 pm

Bitcoin Breakout Tease & Looming Market Risks

Bitcoin flirts with a breakout while market risks begin to surface.

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Delphi Daily, Bitcoin

Sep 3, 2020 7:18 pm

Bitcoin Slides as Crypto Market Pulls Back

Bitcoin has fallen ~11% since Tuesday, putting it on pace for its worst two-day stretch since the second week of May. The latest DeFi craze was arguably overdue for a pullback, but bitcoin’s slide indicates there may be more to this than just pure profit taking.

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Delphi Daily, Bitcoin

Aug 17, 2020 8:18 pm

Floods and Mining in China

China has been experiencing historic levels of rainfall and flooding. With 70% of Bitcoin's hashrate originating from the country, what impact is this having on mining?

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Bitcoin

Jul 31, 2020 11:53 pm

Bitcoin Outlook for August

Bitcoin and Ethereum have finally come to life after a DeFi lead 'alt season'. In this Bitcoin Outlook for August, we explore likely reasons why ETH lead this recent rally.

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Bitcoin, Thematic Insights

Jul 7, 2020 6:13 pm

King Dollar: Network Effects & Safe Havens (Inst. Crypto – Part II)

Political responses to the coronavirus outbreak have exposed just how deeply-rooted today’s “Dollar Standard” is and the potential consequences of such a dominant world reserve currency.

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Bitcoin, Thematic Insights

Jun 29, 2020 6:28 pm

The Institutional Argument for Crypto (Part I)

An update to our popular series focused on making the argument for traditional money managers to look at crypto.

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Bitcoin

Jun 26, 2020 10:43 pm

Bitcoin & Market Update

Bitcoin has been trading in a relatively tight range over the last month, spending a vast majority of time between low $9,000s and $10k.

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Delphi Daily, Bitcoin

Jun 2, 2020 6:12 pm

Hash Rate Rises As Bitmain Falls

For my Daily today, I wanted to take a look at the current state of the mining market.

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Bitcoin, Market Commentary

May 22, 2020 3:30 pm

Bitcoin Hovers as Policymakers Face Critical Juncture

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Bitcoin, Market Commentary

May 15, 2020 3:52 pm

Bitcoin Enters Fourth Epoch

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Delphi Daily, Bitcoin

May 14, 2020 8:50 pm

Analyzing BTC Post-Halving

As I'm sure many of you have heard, an important event happened this week for Bitcoin - it's 3rd ever halving! On May 11th at block #630,000, the reward for miners fell, as intended, from 12.5 BTC to 6.25 BTC per block. This brings the annual issuance rate down to ~1.8%. While the price dipped ~12% heading into the halving, it's since seen a gradual recovery and is now relatively flat on the week. While price is clearly important, how has the network fared since the reduction in new supply? Let's dive into the data and find out.

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