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Kevin Kelly
Delphi Digital
@Kevin_Kelly_II
Co-Founder @Delphi_Digital Founding Partner @Delphi_Ventures Sucker for Fed pivots, wide fairways, and dual axis charts.
Brooklyn, NY
members.delphidigital.io
Joined August 2017
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Aug 14, 2023
    The crypto market is highly cyclical. Crypto market cycles are also remarkably consistent. But their consistency isn’t just by coincidence. They’re predictable. If we're right, this has huge implications for the crypto market going forward. Time to air out some charts... 👇
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Jun 4, 2020
    #Bitcoin golden cross incoming $BTC
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Jun 12, 2021
    0/ Breaking down my latest #Bitcoin report for @Delphi_Digital 👇 TLDR; $BTC needs another major catalyst to regain momentum and combat some of the uglier charts in the near term. delphidigital.io/reports/the-go…
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Sep 19, 2024
    We live in a simulation
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    38K
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Jan 10, 2022
    Why Bitcoin is Behaving Like It Should Quick🧵on a couple takeaways from our latest market report 👇 (subscribe to @Delphi_Digital for immediate access)
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Jun 21, 2024
    Sometimes charts are worth 1000 words...
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Feb 23, 2020
    Still crazy how far the narrative for $BTC has come. #Bitcoin used to be the running joke of market pundits everywhere. Now investors everywhere are taking its value proposition seriously. Anyone hear any laughs in this segment...?
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    Anthony Pompliano 🌪
    @APompliano
    Feb 12, 2020
    "In a world where central bankers are tripping over themselves to devalue their currency, Bitcoin wins. In a world of fiat currencies, Bitcoin is the victor." 🔥🔥🔥🔥
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Oct 15, 2021
    Turn on @BloombergTV for the first time in a minute and the first commercial I see is a kid explaining how he makes a living playing @AxieInfinity That's it. That's the tweet.
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Jun 12, 2021
    Replying to @Kevin_Kelly_II
    13/ One of the biggest macro headwinds to $BTC is the deceleration in the growth of central bank asset purchases. Historically, bitcoin’s price tends to peak at roughly the same time as y/y growth in major central bank balance sheets. This is one of my favorite charts atm.
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Oct 9, 2020
    0/ The world has morphed into one big macro trade. Asset prices are increasingly driven by global policy expectations rather than underlying fundamentals. Deflation + insolvency risk is rising. Potential knock-on effects are too important to ignore. Thread 👇👇
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Jan 8, 2021
    Embracing Bitcoin’s Volatility 🔸#Bitcoin wasting no time, up +35% in 1st week of trading 🔸 $BTC now among best performing assets since Dec '17 peak, surpassing the #Nasdaq100 on a total return basis 🔸Bitcoin capturing mind share because it IS volatile delphidigital.io/reports/embrac…
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Dec 31, 2020
    #Bitcoin is King of the Hill...again. $BTC up 300% this year (6x the Nasdaq 100). Back-to-back crowns ain't easy. Same time next year to celebrate the 3-peat? @APompliano
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    Anthony Pompliano 🌪
    @APompliano
    Dec 31, 2019
    Lots of people spent the year screaming about how bad Bitcoin is and how it is destined to fail. Bitcoin didn’t care. It was busy outperforming all other assets in 2019. 🤷🏽‍♂️ (h/t @Kevin_Kelly_II)
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Nov 17, 2020
    #Bitcoin monthly RSI on the cusp of breaking above 70 for the first time since BTC's late 2017 run up. It first broke >70 at the end of 2016 and gained another +1,300% before $BTC hit its Dec. '17 peak. REMINDER: Past performance is not indicative of future resul...
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    Kevin Kelly
    Delphi Digital
    @Kevin_Kelly_II
    Aug 14, 2023
    Replying to @Kevin_Kelly_II
    Using $BTC as a benchmark, a typical cycle looks like this: - BTC hits new ATH - Suffers ~80% drawdown, bottoms 1yr later - Takes ~2yrs to recover to prior high - Price rallies for another year before reaching new ATH The last few cycles followed this blueprint almost exactly…
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