Delphi Office Hours Call (November 10th, 2022)

NOV 10, 2022 • 1 Min Read

Kevin Kelly, CFA + 4 others

The views and opinions expressed in this Office Hours are those of the speakers at the time of recording and do not necessarily reflect the views or positions of any entities they represent.

The Delphi Research participants in this episode may personally hold material positions in the assets mentioned or competitors thereof; have material open positions or be active participants in governance in protocols referenced or competitors thereof; or have other indirect interests, and should not be misconstrued as a recommendation to purchase or sell any token, or to use any protocol. The content in this episode is for informational purposes only and you should not make investment decisions based solely on it. This episode is not investment advice.

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Below are the full recording and notes from the Office Hours call our team held on Thursday, November 10th, 2022.

Given the magnitude of the FTX story, we decided to focus this week’s episode on the fallout and ramifications for the industry going forward.

Highlights Included:

Broad Ramifications of the FTX Collapse (01:30)
State of the Markets (11:50)
The Risk of Forced Selling (20:56)
The Future of Solana (25:05)
Is There a Silver Lining for DeFi? (45:07)
NFT Update (55:00)

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