Check the Chain - Beyond Curve: DeFi's Future

Delphi Co-founder & Head of Research, Kevin Kelly, and Founder & CEO of Real Vision, Raoul Pal, are back to analyze exactly what is going on at the nexus of crypto and macro. Recorded on July 25th, 2023.

In our season finale of Bull vs. Bear, we dissect the recent market selloffs, spotlighting tokens that performed well. As we ponder on endings, we also cast our gaze forward, predicting what the next months hold. Then, in the Bullish or Bearish section, we'll go back and forth on the whirlwind rise of Friendtech, Base's impact on COIN, Curve's continued price concerns, NVIDIA's earnings anticipation, and the sustainability of Rune's new rise. Join us, as we look forward to the golden sky at the end of the storm. 

Amid DeFi's changing narrative, true yield is resurfacing. In this Check the Chain episode, join Jordan as he explores yield rooted in protocol revenue. Spotlighting Voltz, IPOR, Maverick, and Thales, he positions these protocols on a risk-reward matrix, using T-Bills as our tradfi benchmark. Tune in to uncover the potential upside hidden in stablecoin positions and witness the new wave of yield in DeFi.