Delphi Office Hours Call (July 13th, 2022)
JUL 13, 2022 • 50 Min Read
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Below is the full recording and transcript of the Office Hours call our team did on Wednesday July 13th, 2022.
Highlights included:- Overview (00:35)
- Macro (01:30)
- Bitcoin & Chartbook (04:40)
- Curve Report (07:47)
- DeFi Options Vaults (11:39)
- DAO Digest (15:58)
- NFT Insights (20:40)
- Q&A (25:13)
- Which L1 bounces back first? (25:13)
- Should AMMs have dynamic fees? (33:27)
- What is the role of Cosmos (Atom) at maturity? (39:10)
- Future of decentralised stablecoins? (42:12)
- Thoughts on protocol Mergers and Acquisitions? (48:09)
- AAVE Fat Protocol Thesis? (50:08)
- Thoughts on protocol Mergers and Acquisitions? #2 (52:10)
- Corporatization of Maker and DAOs? (54:44)
- Investing in Investment DAOS? (57:54)
- New blockchain use-cases? (1:00:04)
- Games on blockchain? (1:01:16)
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