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

Jul 22, 2021 · 1 min read

By Medio Demarco, Kevin Kelly, CFA, Yan Liberman, CFA, CAIA, and Can Gurel

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:

Analyst Call Charts (07.20.21)


2. Thorchain’s Security, exploit with Can:



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