Delphi Bi-Weekly Analyst Call (July 20th, 2021)

JUL 22, 2021 • 1 Min Read

mediodelphi + 3 others Can GurelYan Liberman, CFA, CAIAKevin Kelly, CFA mediodelphi

We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for Crypto markets, Axie and recent notes & reports exclusively for our Institutional members. 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.

Please reach out with any questions or feedback – we hope you enjoy!

Topics Covered:

  • 00:05 – Intro with Medio.
  • 00:47 – General Crypto Markets with Kevin.
  • 10:18  – Thorchain’s Security, exploit with Can.
  • 31:31 – Axie fundamentals, Blockchain gaming and Venture deal flow with Yan.
  • 01:00:45 – Solana with Medio.



Individual Segments

1. General Crypto Markets with Kevin:

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    mediodelphi + 3 others Can GurelYan Liberman, CFA, CAIAKevin Kelly, CFA mediodelphi