Jason (Delphi Digital)
Researcher and contributor at Delphi Digital focused on macro and on-chain analysis; speaks about macro liquidity trends, fragility in U.S. Treasury markets, and implications for crypto.
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Dec 26, 2025 • 39min
The Liquidity Chart That Could Decide Crypto in 2026 w/ 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.
