Should be time to add to the crypto portfolio

Thank you for this - it’s really helpful to keep perspective ….good time to load up

Thank you. Good stuff. My $ are ready to go.

Thank you for this detailed perspective. For who is interested, Maker has this great dashboard with its main KPIs and its liquidations: https://makerburn.com/#/

My honest thoughts about the Delphi team is that they are just some inexperienced kids who try to do their best, they put in the effort, but ultimately they lack fundamental understanding about price movments and macro conditions. One day i have no doubts they will get there, but they are not quite there now...

Nice coverage; was busy pumping in more cash all week as the price has been dropping. One thing that would be nice is a link or separate section with 'primers' - for example, I was trying to explain to my wife the ETH section on page 5, about why and how the ETH was being auctioned off in intervals - so perhaps something to explain the mechanics. Good observation on the L1's like ATOM and LUNA holding up slightly better in sell-offs recently- Keep up the good work

Thanks for the direction

Hanging on to my time horizon, stepping in with more BTC and ETH, and holding holding holding.

Could one of the Delphi team link the CVX deep dive please? I don't think it's posted on the Pro Crypto site.

Thank you for the update. My feathers are not ruffled. I am gleefully buying the dip! I've been waiting for this, lol. I'm a HODLR not a trader.

Thanks for the update, this was the kind of information I was hoping to get with Pro Crypto!

Seems like lots of data, but not a lot of insight.

would be nice to get an educated opinion from delphi and not just technical data, although I love data. I also appreciate well argumented opinions from professionals

ETH at a discount?

Many thanks. If I had any cash on the sidelines, I would be buying.

Nice technical analysis. However, perhaps requires more correlation with macro fundamentals.

Document is not readable in landscape and the letters are too small I cannot read this on my device please fix this

There is a limit to perspective a crypto focused research team can offer when macro conditions are driving the train - and that's in no way a knock on Delphi. What this is useful for is knowing what assets are worth targeting when the inevitable reversal comes.

Also to those who are enthusiastic buyers right now, I understand the mentality. Just hope your time horizon and risk tolerance are appropriate. Have to step back and understand risk assets and markets in general have benefitted from an absolutely unprecedented amount of liquidity. In addition to central banks pumping money into the system, the US and global investment community (now 25% of money in American stock market) has poured money into risk assets at an absolutely jaw-dropping level. Believe I heard in an RV interview more in 2021 than previous 10 years combined which if that is true is just staggering. So everyone on one side of the boat, long risk assets like tech stocks and crypto. This should lead you to two conclusions: 1) The price of crypto has absolutely been influenced by this surge in liquidity, to a degree we probably didn't fully understand at the time. 2) With everyone who piled into these trades clearly heading for exits as the Fed tightens, where are the buyers going to come from? Who would step in front of this thing with enough dry powder to prop up prices even at current levels? It's clear to me the tidal wave of institutional money isn't coming in the manner that was anticipated. Retail buyers are under pressure from inflation and participation in that sector after the May crash never recovered. Buy the dip was a great strategy when the liquidity was flowing but now I'm not so sure.... Given the above - and the extremely shaky state of global economy in general (China slowing down, massive debt & leverage, supply chain issues, geopolitical tensions) and what looks to be a wind down of both the 10 year credit cycle and likely the 80-90 year credit cycle - I don't think this is the moment to pile back in for most of us. It's clear the bull market has ended and the probability of this correction turning into a full blow nuke is better than 50% IMO. To me, this would mean BTC going all the way back to 2017 highs, and everything else that would entail. Think about what happened after the dot-com boom - this could be a similar type of event. I would love to be wrong but have to protect my downside until outcome is clear and that means staying on sidelines for now.

Definitely lots of data, but would appreciate more conclusions, theories and insight in order to correlate the data with the overall macro environment and sentiment. No disrespect, Nathan E in the remarks gave great conclusion to the article.