Real Vision: Macro, Crypto, and Value

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. 

Dive into a riveting Bull vs. Bear episode as we navigate the 'Dog Days of DeFi Summer', spotlighting Uniswap’s trends and Unibot's promising profit-sharing approach. Join our heated debate on Solana's trajectory, the pivotal role of stablecoins in DeFi liquidity, and the potential interplay of GBTC/ETHE and MSTR. A must-watch.