
The Year Ahead for Markets 2025 - Delphi Digital

The future of the US economy—and, indeed, the world's—will be determined at the dynamic intersection of markets, technology, and politics.
J. Christopher Giancarlo, Cameron Winklevoss, • CryptoDad: The Fight for the Future of Money
Beyond the above five reasons, there’s also the possibility of new technologies and media that drive enormous opportunity — voice and audio-based social networks; opportunities on top of newly ubiquitous platforms such as Zoom*; artificial intelligence with models such as GPT-3; mainstream adoption of Bitcoin and other cryptocurrencies; CRISPR, mRN... See more
Nikhil Basu Trivedi • Consumer Technology Is Alive and Well
10 lessons from the past year
- There has to be value: product market fit, there must be fundamental value for users
- Web3 and crypto are not consumer friendly: people want problems addressed regardless of labels or terminology — " Crypto will scale when the technology becomes the invisible enabler of what consumer actually care about "
- Incentive desig
Katelyn Donnelly • Web3: It's all still happening!
Now, many potential catalysts for Bitcoin (and crypto generally) will rise in 2025. Here are a few:
- A Strategic Bitcoin Reserve (at the U.S. Federal level)
- Strategic Bitcoin Reserves (at the U.S. State level)
- Strategic Bitcoin Reserves (for other countries globally)
- The removal of SAB-121
- Clear regulations out of the SEC and CFTC on crypto
- The Stablecoin
Asymmetric Market Update™️ #25
The Collapse of Patience: How AI, Capital Efficiency, and Bitcoin Break the Cycle
Jordi Visser
May 27, 2025
Last week, I referenced how certain books can leave lasting impressions—memories that echo back throughout life. This week, I want to highlight a sports memory.
I’m a devoted New York sports fan and have attended important playoff games for near... See more
Jordi Visser
May 27, 2025
Last week, I referenced how certain books can leave lasting impressions—memories that echo back throughout life. This week, I want to highlight a sports memory.
I’m a devoted New York sports fan and have attended important playoff games for near... See more