Delphi Office Hours Call (August 11th, 2022)

Below is the full recording and transcript of the Office Hours call our team did on Thursday August 11th, 2022.

• Overview (00:35)
• Macro (01:24)
  • Is the worst is behind us? (08:29)
• Tornado Cash & Stablecoins (14:19)
  • Is RAI struggling for adoption because of design flaws? (22:26)
• Curve Your Enthusiasm / DNS Hack (29:19)
• Bullish or Bearish? (34:50)
  • “Options traders are betting on over $4k by the end of sept” (34:50)
  • “Within 18months the treasury will require [..] stable coins to freeze all balances until addresses KYC” (39:08)
  • “Reddit is officially putting its points system on chain…” (49:00)
  • Mark Cuban: “purchasing land in the metaverse is the dumbest shit ever” (52:32)
  • “Optimism is the Fantom of L2s” (59:09)
• Q&A (1:0