Crypto Spring Is Here: A 2023 Macro/Crypto Outlook w/ Kevin Kelly

1

Introduction

00:00 • 2min

2

Delphi's Macro Crypto Framework

01:50 • 5min

3

Cryptocurrency and the Drawdown Cycle

06:34 • 4min

4

The Upside Return Potential of ETH in 2019

10:15 • 2min

5

The Short-Term Potential Bearish Narrative

12:23 • 2min

6

The Probabilities of a Crypto Bubble

14:33 • 2min

7

The Evolution of Cryptocurrency

16:08 • 4min

8

The Trade-Offs in NFT

20:06 • 3min

9

The Importance of Investing in ETH

23:16 • 2min

10

The Future of NFTs

25:36 • 3min

11

The Future of Cryptocurrency

28:12 • 3min

12

The Future of Bitcoin

31:16 • 2min

13

The Bifurcation Between DeFi and Bitcoin NFTs

33:21 • 5min

14

The Importance of Infrastructure in Financial Services

38:22 • 2min

15

The Rise of L Ones

39:59 • 2min

16

The Importance of Customization in ETH

42:18 • 3min

17

The Risks of Cryptocurrency Deplatforming

45:42 • 3min

18

The Importance of Innovation in the Crypto Economy

48:50 • 2min

19

The Upside of the Rally

50:52 • 2min

20

The Future of Tokens

53:03 • 2min

21

The Future of Cryptocurrency

54:48 • 2min