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LTR (Delphi Digital)
Delphi Digital researcher and commentator who discusses cycle dynamics, token frameworks (e.g., CAC tokens), and on-chain product innovation; provides rapid-fire predictions in the episode.
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9 snips
Dec 26, 2025
• 39min
The Liquidity Chart That Could Decide Crypto in 2026 w/ Delphi Digital
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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.
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