Last week, our team leveraged the platform Demio to test out a new way of hosting analyst calls where our Institutional members can join live and ask questions via a chat. 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:

  • 2:45 – Introduction + Market Overview with Kevin Kelly
  • 9:29 – Bitcoin Outlook + CRV Update with Paul Burlage
  • 20:10 – SUSHI & UNI Comparison with Ashwath Balakrishnan 
  • 26:10 – NBA TopShots Highlight with Alex Gedevani
  • 37:30 – Mirror & Terra Analysis with Medio Demarco
  • 50:52 – State of Algo Stablecoins and Our Upcoming ESD Proposal with Yan Liberman


We hope you enjoy this new format, and we’re always looking for ways to improve – so please don’t hesitate to reach out if you have any feedback or suggestions! 

Individual Segments:

Our in-house macro strategist Kevin Kelly kicked off the analyst call with a market overview and touches on the seasonality of Bitcoin. 


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