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2/17 Analyst Call: BTC, Terra, Cosmos, NXM, NFTs, and Aggregators

Feb 20, 2021 · 1 min read

By Kevin Kelly, CFA, Ashwath Balakrishnan, Medio Demarco, and Piers Kicks

A couple of days ago our team hosted the second analyst call this month where we discussed our recent reports and our Institutional members also joined us live. For any members who couldn’t make it, we recorded the call and are sharing the full video below. For convenience, we’ve also cut up the video into segments with context for each below. 

Topics Covered:

2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly 5:45 – Bitcoin ETF, Funds & Futures with Kevin Kelly 6:27 – Inflation Expectations with Kevin Kelly 8:55 – Mirror & Terra Analysis with Medio Demarco
13:30 – Cosmos IBC Launch with Medio Demarco 15:50 – How Nexus Can Incentivize Auditors with Medio Demarco 21:43 – NFTs: The Lay of The Land with Piers Kicks 24:15 – Harvest Finance with Ashwath Balakrishnan 

 

Individual Segments:

Our in-house macro strategist Kevin Kelly kicked off the a

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