Delphi Office Hours Call (May 4th, 2022)

Below is the full recording and transcript of the Office Hours call our team did on Wednesday, May 4th, 2022.

• Macro (05:19)
• Aurora (08:58)
• STEPN (13:50)
• ETH Amsterdam Recap (17:38)
• Modular Summit (20:41)
• Flash Debate: Malfunctions (25:42)
• Flash Debate: L2s (29:35)
• Q&A (35:06)

Transcript

00:36 • Nick
Thank you for joining. Today is May 4th, 2022, and today’s Office Hours has quite an agenda lined up for you. We’re first going to begin with macro and markets. We’ll transition to Aurora and our latest Pro report there. We’ll talk about STEPN, an exciting primitive in the move-to-earn space. We’ll share our thoughts on ETH Amsterdam and our participation in the modular summit there. Without further ado, we’re going to turn things over to Jason with the macro side of thin