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01 / Intelligence

Know what changed.
Understand why
it matters.

DALQEN connects market events with the assets, flows, and conditions around them.

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DQ / BRIEF.01
Macro / Policy

Rate outlook
shifts.

Event
Borrowing costs may stay higher for longer.
Context
A change from what markets expected.
In view
Treasuries USD Liquidity
DALQEN analysis

Read the policy message alongside the market response.

Illustrative example · Not live intelligence
Read the brief
Market Intelligence Infrastructure

02 / The Intelligence Flow

From information
to context.

Follow an event through its connections.

  1. 01

    Event

    What changed?

  2. 02

    Context

    What surrounds it?

  3. 03

    Affected assets

    What does it touch?

  4. 04

    Market relevance

    Why does it matter?

  5. 05

    DALQEN analysis

    What connects the pieces?

03 / Market Events

Start with
what changed.

Illustrative event types
Not live intelligence

01

Macro

Policy and economic shifts
Illustrative event

A central bank changes its rate outlook.

Compare the new message with what markets had expected.

02

Capital

Changes in positioning and flows
Illustrative event

Fund allocations move between equities and government bonds.

Check the direction, timing, and breadth of the shift.

03

On-chain

Network activity and transfers
Illustrative event

Stablecoin transfers increase across a network.

Look at where funds move. A transfer alone does not reveal intent.

04

Market Structure

Changes in liquidity, participation, or volatility
Illustrative event

Trading depth falls across several venues.

Compare participation and spreads across those venues.

05

Information

News and events that can move markets
Illustrative event

A major shipping route is disrupted.

Check the source, then trace possible connections to energy, trade, and inflation.

04 / Context

The headline is only
part of the story.

Read the event alongside the markets it connects.

DQ / CONTEXT.01Illustrative relationships · Select a connection
Illustrative event

A change in
the rate outlook.

The same event can reach more than one market.

Policy to Rates

Compare the policy message with the yield curve and changes in rate expectations.

05 / Affected Assets

See what
the event touches.

See where the event shows up next.

Illustrative scope · No price forecasts
Asset / MarketAsset classWhat to examine
BTCDigital assetFunding conditions and wider risk appetite
ETHDigital assetNetwork activity and market liquidity
USDCurrencyRate expectations and demand for dollars
TreasuriesFixed incomeThe yield curve and the policy outlook
Global EquitiesEquitiesFinancing costs and market participation
Digital Asset MarketsCross-marketStablecoin liquidity and capital allocation

06 / Market Relevance

What matters
now?

DALQEN brings changes in liquidity, positioning, and market conditions into the same view.

  1. 01

    Liquidity changes

    Is trading depth changing?

  2. 02

    Capital rotation

    Is capital moving between markets?

  3. 03

    Market structure shifts

    Has participation or the way prices form changed?

  4. 04

    Volatility

    Is the move broad or concentrated?

  5. 05

    Macro pressure

    Are rates or policy changing funding conditions?

07 / DALQEN Analysis

Put the pieces
together.

Illustrative example · Not live intelligence

DQ / BRIEF.01 — MACRO

A shift in the rate outlook.

Event
A central bank signals that rates may stay higher for longer.
Context
Markets had expected borrowing costs to fall sooner. The gap between those expectations and the new message is the starting point.
Affected assets
Treasuries, USD, global equities, BTC, and ETH.
Market relevance
Watch funding costs, trading depth, and changes in allocation across markets.
DALQEN analysis

Compare the announcement with yields, the dollar, and liquidity. Look for agreement across those signals before drawing a conclusion.

On-chain transfers can add context, but they do not show intent on their own.

Illustrative example · Not live intelligenceDALQEN / Research view

08 / Private Intelligence

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Some work
stays private.

Private research, market views, and intelligence built for professional use.

DQ / ACCESS — RESTRICTED

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Institutional access is limited.
DALQENPRIVATE INTELLIGENCE

Market view

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