LOBO's brain. By subscription.
Crypto never sleeps. Neither does the intelligence covering it. Daleki Intelligence is the institutional research subscription for those who need to make serious decisions on digital assets without building an in-house research desk. Weekly reports, on-chain alerts, live dashboards and LOBO Pro access.
Every relevant metric, attributed to its source, contextualised by LOBO and filtered by human discipline. It is not yet another newsletter; it is the research desk your portfolio needs.
Six modules. One well-informed decision a day.
Weekly LOBO report
Every Monday 7:00 a.m. ET: active theses, market regimes, on-chain readings, forming narratives and institutional positioning. A single 8-12 page PDF, written by humans and verified by LOBO.
Real-time on-chain alerts
Exchange flows, whale movements, funding-rate divergences, mass liquidations, exploits, critical governance. Push, email and a dedicated feed.
Live dashboards
MVRV (proxy), Puell Multiple, hashrate and mempool, ETF net flows, funding and basis, 24h liquidations, stablecoin supply, L2 activity, AI×crypto pipeline. 24/7 access.
Deep theses
One long thesis per month (15-25 pages) on a sector, narrative or asset: analytical framework, scenarios, drivers, risks and suggested category-level positioning — never individual ticker calls.
LOBO Pro access
Unlimited conversation with the Pro model: the full Daleki Capital brain, with portfolio context if you share it. Sub-second latency, extended context, deep-research mode available.
Quarterly cohort calls
Live call every quarter with Sebastián and the team: macro outlook, lessons from the quarter, open Q&A. Pro and Institutional subscribers only.
Three tiers. For three ways of operating.
- BasicIndividual investor, initial allocation$250/ monthUSD · cancel anytime
- Weekly LOBO report
- Daily market newsletter (5 min)
- Live dashboards access
- Historical archive of published theses
- LOBO chat — standard model, fair use
- Most chosenProProfessional, junior family office, RIA$500/ monthUSD · cancel anytime
- Everything in Basic, plus:
- Real-time on-chain alerts
- Monthly deep theses (15-25 pp)
- LOBO Pro — extended context, deep research
- Quarterly cohort calls with Sebastián
- Private Slack of the Pro cohort
- InstitutionalConsolidated family office, fund, treasury$1,000/ monthUSD · cancel anytime
- Everything in Pro, plus:
- Private monthly briefing (1:1, 60 min)
- Custom research under NDA — ad-hoc theses for your portfolio
- Governance support: committee, mandate, IPS
- White-glove onboarding and multi-seat (up to 5 users)
- LOBO private API for internal integration
Daleki Intelligence is a research product independent of the fund. Subscriptions are contracted via email to dalekicapital@gmail.com. This does not constitute personalised investment advice and is not an invitation to invest in any fund.
Real reads from the feed — without naming tickers.
- 01
MVRV Z-score crosses overheating threshold — fund risk dial turns yellow, tactical Alpha exposure trimmed from 12% to 9%.
- 02
BTC ETF net flows: 5 consecutive days of outflows >$200M — alert sent, historical context from 24 analogous episodes since Jan-2024.
- 03
Perpetual funding rates > 0.08% for 72h — divergence vs. spot, cascading-liquidation risk skewed up.
- 04
Aggregate L2 fees as % of mainnet drop to year lows — modular blockchain narrative loses short-term traction.
- 05
Stablecoin supply expansion of +$8B in 30 days — historically correlated with liquidity expansion within 60-90 days.
- 06
Hashrate at all-time highs while on-chain fees drop to quarter lows — divergence between network security and transactional demand, editorial read in the weekly LOBO report.
Four profiles who already use it.
Family offices allocating directly
Small teams that hold crypto exposure in their own accounts and need institutional-quality market intelligence without building an in-house research desk.
RIAs / wealth managers
Advisors recommending spot ETFs and 60/40+1-5% crypto allocations to their clients, needing rigorous justification, up-to-date data and defensible narratives for the investment committee.
Corporate treasurers
Companies holding Bitcoin in treasury (following the Strategy / Metaplanet / Block playbook) or evaluating initial exposure. Board-ready reporting and arguments.
TradFi fund managers
Macro and multi-asset funds needing serious crypto coverage without becoming on-chain analysts themselves. Optional LOBO Pro access and monthly 1:1 briefings.
Subscribe or talk first.
If unsure which tier fits your usage, talk to LOBO or write us. We recommend the lowest tier that covers your real case — you can scale up later if needed.
Daleki Capital manages capital of qualified investors under private agreements exclusively. This is not a public offering of securities. Cryptocurrencies and digital assets are highly volatile. Past performance does not guarantee future results. All investments carry significant risk, including possible total loss of capital.