Jason (Delphi Digital)

In this engaging discussion, Jason, Marcus, and LTR from Delphi Digital dive into the critical liquidity chart that could shape the future of crypto by 2026. Jason breaks down the fragility of U.S. Treasury markets, while Marcus reveals the TGA balance's significant impact on liquidity flows. LTR introduces innovative token models like CAC tokens. They also explore the dominance of institutional investors over retail, the shifting dynamics between Bitcoin and gold, and provide rapid-fire predictions for the upcoming crypto cycle.

Jason from Delphi Digital, Head of Markets known for on-chain research, breaks down prolonged crypto selling and Binance-driven spot pressure. He unpacks the 10/10 liquidation cascade and whether exchanges triggered the crash. He also explores institutional flows, why tradfi warmed to crypto, and why certain alts like Hyperliquid stand out.