0/ [RESEARCH RECAP PUBLIC RELEASE]

First, a huge thank you to everyone who's supported the Delphi team this past year!

As a small token of appreciation, we’re releasing a special edition report covering some of our best work recently!

TLDR thread

1/ Bitcoin is King of the Hill…Again

@Kevin_Kelly_II illustrates why #bitcoin can no longer be ignored by investment managers on the back of its 2nd consecutive year outperforming just about every major asset class.

https://t.co/aR8iwhbgnD

2/ The Bitcoin Bull Case: 2021 & Beyond

@mediodelphi's rigorous on-chain analysis paints the ideal setup for BTC while @Kevin_Kelly_II reaffirms several technical & macro tailwinds heading into 2021.

$BTC is up ~70% since the report was first

3/ 'Tis the Season

@mediodelphi examines seasonality and foreshadows $ETH outperformance heading into early 2021.

Return since publish (12/23):
🔸ETH = 79%
🔸BTC =

4/ #Ethereum Ecosystem Analysis & ETH 2.0

@Alex_Ged's marquee monthly deep dive into all things ETH.

$ETH began heating up in late Nov. as holders refused to sell & the amount held by centralized exchanges fell ~15%.

A staple report for us