Delphi Office Hours Call (June 29th, 2022)

Below is the full recording and transcript of the Office Hours call our team did on Wednesday June 29th, 2022.

• Overview (00:35)
• Macro #1 (01:11)
• Macro #2 (03:41)
• DAO Banking (06:08)
• Private Markets (11:50)
• NFT Update (14:07)
• Q&A (20:30)
  • $3T Market Cap: Over/under 18 months? (20:30)
  • One (DeFi, Metaverse/NFT, L1/L2) sector to buy and hold?  (29:04)
  • GBTC being approved?  (35:09)
  • Will private markets mirror public markets? (38:48)
  • Fair value for Solana? (40:31)

Transcript

00:35 · Nick
Welcome everybody. Today is June 29th, 2022, and this is Delphi Pro’s Office Hours. Today, we’ve got lined up for you some commentary around macro and markets. Then we’ll talk about a recent post around DAO debt markets and DAO banking. We’ll provide some commentary aro