The post below has also been posted on Twitter by the CEO & Co-Founder of Delphi Digital, Anil Lulla. You can read the thread on Twitter here: https://x.com/anildelphi/status/1838155707788767579?s=46

Projects/Sectors Mindshare

• There’s a big difference between the online discourse within the echo chamber that is CT and what people are talking about IRL.

• Two projects that constantly came up in conversations were @HyperliquidX and @berachain. Hyperliquid’s slick UX has become the go to exchange for degens. Meanwhile, @SmokeyTheBera and team have done a really impressive job getting Asia excited. I feel underexposed to both.

• Barely had any conversations about memecoins to be honest. Maybe that was just in my circle, but that was pretty motivating to see. Only memecoin that came up really was $MOTHER.

• First conference I’ve been to in years that I felt like the L2s presence was nonexistent. Spotlight is on Alt L1s. With Solana’s success, people are now