Are Narratives Driving Fundamentals?

Published on: July 14th, 2023

In the July Chartbook, we dig into the narratives that are driving the markets. Heavyweight narratives like government policy and global liquidity have created huge headwinds since 2022… but some relief may be coming for investors. The Delphi team is keeping an eye on a shift in momentum — headwinds potentially shifting to tailwinds — and what that could mean for the new wave of Bitcoin-related narratives hitting the scene. As always, we’d like to hear from you — discuss your takeaways from this Chartbook in the Pro Crypto Discord.


  • MM
    Mark M.
    24 July 2023 @ 09:50
    A tad paranoid for my taste.
    • TW
      Thomas W.
      26 July 2023 @ 17:09
      really? I thought it was pretty objective. What parts did you find paranoic?