
Marcus (Delphi Digital)
Analyst at Delphi Digital who contributed to the 2026 market report; highlights charts like the TGA balance and discusses liquidity, institutional flows, and sector forecasts.
Best podcasts with Marcus (Delphi Digital)
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9 snips
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.


