Crypto Enters First Net-Positive Liquidity Since 2022: Delphi Digital

Crypto research firm Delphi Digital argues that global dollar liquidity has quietly flipped from a structural headwind to a marginal tailwind for risk assets for the first time since early 2022 – with 2026 emerging as the key inflection point for digital assets. In a macro thread on X, Delphi says “the Fed’s rate path […]