Check the Chain - Navigating Gamble-Fi

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 this pivotal Check the Chain episode, Jordan navigates the fallout from Curve's hack, transforming the chaos of founder Michael Egorov's precarious debt positions into profound insights about DeFi's evolution. Delve into the dynamics of Velodrome and Arrakis' rivalry, envision Maverick's potential dominance, and anticipate the upcoming Arrakis token launch. It's a balanced blend of immediate turbulence and a forward gaze into the maturing landscape of DeFi; it's no longer about just surviving the storm, it's about building a stronger, smarter future.

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.