-25)....this case, a 60/40 equity/bond portfolio) performs per unit of downside risk during the days the model calls...Risk On versus the days it calls Risk Off....The weighting between the two is mechanical, not fitted: the effective fed funds rate scaled against 2%...

From 2019 to 2024, gross revenue grew from ₩113.6 billion ($87 million) to ₩711.9 billion ($547 million...However, even after recording a ₩308.1 billion ($237 million) net profit in 2021, the company posted...steep losses in 2022 and 2023, at -₩185.8 billion (-$143 million) and -₩206.7 billion (-$159 million)...

We recently hosted our live, bi-weekly analyst call on October 15th, where we discussed our outlook for...The full recording is below, with individual segments broken out by analyst and topic area....outlook on: l1    Full slides: Individual Segments 1.Recent Research with Nick:  2.

Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...It has 2 modes of operation; fast and slow.

Join the Research team for the fourth edition of the Office Hours call of 2024!

Join the Research team this for the first edition of the Office Hours call of 2024!

We recently hosted our live, bi-weekly analyst call on September 3rd, where we discussed our outlook...For any members who couldn’t make it, you can find a recording of the full call below, as well as individual...segments broken out by analyst and topic area....Markets Update with Nick:  2. Art Blocks and NFTs with Alex:  3.

Last week, our team leveraged the platform Demio to test out a new way of hosting analyst calls where...For any members who couldn’t make it, we recorded the call and are sharing the full video below....Topics Covered: 2:45 – Introduction + Market Overview with Kevin Kelly 9:29 – Bitcoin Outlook + CRV...

Stacks has a novel consensus method called Proof of Transfer [PoX] and it’s own (non-BTC backed) gas...BRC-20’s on this DEX trade against sUSDT....Arkadiko is a protocol where users can collateralize their assets to mint a stablecoin called USDA....The limited edition NFT collection boasted tiers ranging from $10K to $200K.

A couple of days ago our team hosted the second analyst call this month where we discussed our recent...For any members who couldn’t make it, we recorded the call and are sharing the full video below....Topics Covered: 2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly 5:45 – Bitcoin ETF, Funds...

This month’s office call session covers key topics: The Tower & the Square with Pondering Durian...This month’s office call session […]...

We recently hosted our live, bi-weekly analyst call on August 26th, where we discussed our outlook for...For any members who couldn’t make it, you can find a recording of the full call below, as well as individual...segments broken out by analyst and topic area....Convex Financial with Duncan:  2. Lido Liquid Staking with Paul:  3.

Join the Research team for the third edition of the Office Hours call of 2024!...Timestamps: 0:55 – Bitcoin Halving 18:20 – Ethena 45:35 – Modular Lending 55:15 – Eigen Yields...

We recently hosted our live, bi-weekly analyst call (03/31) where we discussed several recent reports...For any members who couldn’t make it, you can find a recording of the full call below, as well as individual...segments broken out by analyst and topic area....The State of Decentralized Derivative with Ashwath: 2. DeFi and NFTs with Alex:    3.

Join the Research team for the second edition of the Office Hours call of 2024!

We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for...For any members who couldn’t make it, you can find a recording of the full call below, as well as individual...segments broken out by analyst and topic area.

We are thrilled to share our July, 2020 analyst call....Stay tuned for an in-depth call on Nexus mutual soon....Stay tuned for an in-depth call on Nexus Mutual soon....We hope you enjoy our analyst call and have a great weekend....The Delphi Team http://cdn.delphidigital.io/uploads/2020/08/July-2020-Analyst-Call.mp3...

We recently hosted our live, bi-weekly analyst call on May 11th, where we discussed recent reports on...For any members who couldn’t make it, you can find a recording of the full call below, as well as individual...segments broken out by analyst and topic area....Polygon with Alex: 2. NFT Platforms with Medio: ...

Below is the full recording and transcript of the Office Hours call our team held on Thursday, October...20th, 2022. ...(14:03) Q&A (22:53) Transcript To follow....We recently hosted our Delphi Office Hours call on October 20th.

We are thrilled to share our September 2020 analyst call below: http://cdn.delphidigital.io/uploads/...2020/09/September-analyst-call-2020-9302.mp3 Agenda 0:00     || Introduction and Market Outlook w/ Kevin...13:45    || Axie Infinity Purchase w/ Anil & Medio 23:00   || DXdao Proposals w/ Anil & Medio...