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 becoming way more open minded about the potential of other chains. This is good. At the end of the day, we want as many shots on net as possible and each one of these will try to onboard different types of builders and projects to then onboard the masses. Ideally, we realize being a maxi is not the way in crypto.
• NFTs
