Afleveringen
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Join Yan Liberman and Can Gurel as they speak with Samed Düzçay, founder of Tori, a yield protocol bringing institutional-grade delta-neutral strategies on-chain. Samed shares his journey from mining Bitcoin as a child to building and exiting a successful SaaS company, eventually identifying a massive gap in the stablecoin yield market.
They dive into the mechanics of the "carry trade," exploring how Tori captures spreads in emerging markets while hedging out local currency risk. Samed explains the protocol's multi-layered security approach, its real-time auditability through ZK-proofs, and how tokenization unlocks yield-enhancing "loops" that were previously impossible in traditional finance.
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Yan's Twitter: @YanLiberman
▸ Can's Twitter: @cannngurel
▸ Sam's Twitter: @eth_nox
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital
Watch on youtube:https://www.youtube.com/@Delphi_Digital
Timestamps
00:00 — Samed’s background: From mining BTC to SaaS exits
03:00 — The yield gap: Why recycling crypto-native capital isn't enough
04:45 — Carry Trade 101: Borrowing low, lending high
06:30 — Covered Interest Parity (CIP) and why spreads still exist
09:30 — Security of the hedge: Counterparty risk and credit risk
12:30 — Tail risk scenarios: How hedged positions survive 30% currency drops
15:30 — Execution Mandates: Why Tori separates design from implementation
20:30 — The "Access Edge": Why you need an 8-9 figure balance sheet to play
23:45 — Tokenomics: The two-token model (T-R-U-S-T and receipt tokens)
26:30 — NAV Oracles vs. DEX Market Price: Preventing debt spirals
31:30 — Transparency: Real-time on-chain balance sheets via Accountable
35:30 — Unwinding scenarios: Fixed yields vs. new capital risk
41:30 — Lessons from Drift, Resolve, and AU hacks
46:30 — Stress Tests: Handling mass exits and secondary market de-pegs
50:30 — The Drawdown Protocol: Reserve funds and redemption controls
53:30 — Roadmap: Ethereum mainnet launch and audits
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. -
Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vision, the physics of time-to-inclusion, and how innovations like Proprietary AMMs (PropAMMs) are redefining market making. Logan also explores the broader implications of AI, from the compounding power of Grok to the societal impact of a robot-led workforce.🎯 Key Highlights▸Analyzing the Frictionless chart showing that crypto apps on Solana are the fastest to reach $100M in revenue globally.▸ Why Logan remains bearish on the "incorrect" modular design and Layer 2 scaling solutions. ▸ How the speed of light and server location prevent current centralized exchanges from being truly global. ▸ A look at the next engineering frontier. ▸ The "crypto-native" evolution of order books that uses massive Oracle updates to eliminate stale quotes. ▸ Why Logan believes the market will split into either fully regulated exchanges or fully decentralized global engines. ▸ Why Elon Musk's Grok is positioned to be the smartest model over time. ▸ The "freaky" transition to humanoid automation and the potential for a 20-day "atom-moving" data center revolution.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Logan's Twitter: @LoganJastremski▸ Frictionless's Twitter: @FrictionlessVC🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Logan’s return to Miami & Fund 1 vs. Fund 2 thesis04:00 — The $100M revenue chart and acting on alpha08:00 — Why throughput alone isn't enough: execution as the North Star 11:00 — Solana’s parallel execution and the 2021 NFT "gas wars" 13:30 — Being "bearish decentralization" for its own sake 17:00 — The Global Exchange vs. New York physics limitations 22:00 — Multi-Leader design: 20ms inclusion and regional information 30:00 — Blockchains as the leading indicator for price discovery 34:00 — Rebuilding modern finance: efficient 24/7 global markets 38:30 — The hollowing out of regional, non-KYC exchanges 42:00 — Estimating the $20 trillion daily global trading market 45:00 — From AMMs to PropAMMs: the crypto-native order book 52:00 — Hyperliquid vs. Solana: product-led vs. engineering-led 59:00 — Retail order flow and the "payment for order flow" win-win 01:05:00 — Timeline for the multi-leader world (2027/2028) 01:11:00 — Returning to fundamentals: cash flows and PE ratios 01:15:30 — Bullish Grok: the vector of compute and real-world atoms 01:21:00 — Automation anxiety: Uber, gig work, and surgical robots 01:26:00 — Dystopian gambling, inflation, and the Zillow reality 01:29:00 — Financing the $30k robotDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, se
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Zijn er afleveringen die ontbreken?
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Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest online hackathons and why they chose to double down on the Solana ecosystem.They dive into the mechanics of sourcing 80,000 builders, the transition from remote to a massive in-person accelerator, and the shift from an infrastructure-focused crypto world to a new era of diverse consumer applications. From sub-3-hour marathons to "grenade" interview questions, Clay reveals what it truly takes to survive and win in the arena.🎯 Key Highlights▸The Numbers of Coliseum▸Clay shares the endurance training secrets that helped him clock a sub3-hour marathon in both Oakland and New York.▸How Coliseum distills 2,000+ global submissions down to a cohort of 10–15 elite investments.▸Why Coliseum moved from all-remote batches to a 75-desk physical hub in San Francisco.▸Why Clay believes Solana’s performance is the only viable infrastructure for the coming "application era".▸Why the Coliseum team now over-indexes on high-agency founders.▸The 15-minute "pressure test" interview used to suss out a founder’s conviction and humility.▸A new funding vehicle designed for companies launching on MetaDAO.▸A look at grand prize winners like Unruggable and Ore.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Clay's Twitter: @clayrobbins ▸ Coliseum's Twitter: @Colosseum 🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen onSpotify: https://open.spotify.com/show/62PR1Ri...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube: / @delphi_digital Timestamps
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Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensive research and discussions with Nobel Prize-winning physicists, Nic breaks down why the "quantum threat" has moved from theoretical FUD to a material risk that the Bitcoin community is currently unprepared to face.They explore the "Q-Day" timeline, the vulnerability of Satoshi’s 2 million BTC, and the urgent need for a migration to post-quantum cryptography. Can Bitcoin’s rigid governance survive the most significant technical challenge in its history, or will sovereign nations and private firms reach the coins first?🎯 Key Highlights▸Why Nic stepped away from podcasts and TV to focus on precise technical writing.▸The 2025 Quantum Inflection: Why 2025 was a record year for quantum investment.▸The Trillion Dollar Bug Bounty: The "unsolvable" problem of Satoshi’s P2PK addresses.▸Why Bitcoin developers implemented Taproot without making it quantum-resistant.▸Defense in Depth for BTC: The technical hurdles of implementing post-quantum signature schemes and the potential for a mandatory "migration" period.▸How the U.S.–China rivalry mirrors the 1939 race for the atomic bomb.▸Applying maritime law to the potential "theft" of ancient Bitcoins by private firms like IBM or Microsoft.▸Scoring the Bitcoin core developers’ preparedness at a 1/100.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Nic Carter Twitter: @nic_carter🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen onSpotify: https://open.spotify.com/show/62PR1Ri...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube:
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Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives?
Halcyon Futures: https://halcyonfutures.org
🎯 Key Highlights
▸ Leaving VC to focus entirely on AI safety and security
▸ Why Halcyon flipped the model: nonprofit first, fund second
▸ Multi-layered “defense in depth” approach to AI biosecurity & cyber risk
▸ The acceleration vs. safety debate — finding middle ground
▸ Good Fire case: career grants into interpretability research
▸ The 2×2 dilemma — speed vs. slowdown, centralization vs. decentralization
▸ U.S.–China dynamics and fast takeoff scenarios
▸ AI underwriting: how insurance can drive safety standards
▸ Founder-market fit and mission orientation in AI startups
▸ Risk, diffusion, and the uncertain path to AGI
💡 Subscribe for more crypto & infrastructure insights! 🔔
🧠 Follow the Alpha
▸ Mike's Twitter: @MikeMcCormick_
▸ Halcyon's Twitter: @HalcyonFutures
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 — Mike’s background & pivot to AI safety
03:00 — The realization: AGI could change everything
05:00 — Why VC wasn’t enough to solve the problem
06:00 — Halcyon’s hybrid model and early mission
08:00 — AI security concerns: misuse, bio, and control
12:00 — Defense in depth: pre-training → deployment
15:00 — The creativity vs. restriction trade-off
17:30 — Pause AI vs. Build Baby Build
20:00 — Speed vs. centralization: the 2×2 framework
24:00 — Good Fire: career grants & interpretability
27:00 — Writing to neurons: alignment and insight
30:00 — How insurance markets can enforce safety
36:00 — Mission-driven founders & conviction filters
44:00 — Geopolitical race: U.S., China, and compute
50:00 — Diffusion limits, adoption, and energy costs
57:00 — Mass unemployment and meaning after AGI
01:05:00 — What “winning” AGI means for humanity
01:12:00 — Critical thinking, sycophantic AI, and engagement traps
01:20:00 — UBI, adaptation, and new work paradigms
01:30:00 — Three AGI futures: scale, shift, or stall
01:36:00 — 20% catastrophic risk & asteroid analogy
01:40:00 — Final message: talent is upstream of everything
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.
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Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce build times from seven months to just days, Enso is positioning itself as the Unity engine for Web3.
Enso: https://www.enso.build
🎯 Key Highlights
▸ Connor's nine-year journey from writing Solidity in Mist Wallet to building crypto infrastructure
▸ How Enso powered Berachain's $3.1 billion DeFi launch behind the scenes
▸ Reducing developer build times from 7 months to 1.5 days through abstraction
▸ Why crypto needs more apps (4,800) than blockchains (1,000+) for mass adoption
▸ The "fat engine thesis" - how abstraction layers will control blockchain routing
▸ Enso's upcoming network model: action providers, grafters, and validators
▸ The "Enso Drop" - accessing 370+ potential airdrops through network participation
▸ Security through simulation: 4ms response times vs industry standard 2.6 seconds
▸ Chain abstraction vs. application abstraction: the real path to user adoption
▸ Why product beats paper in crypto's current critical juncture
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Connor's Twitter: @connor_enso
▸ Enso's Twitter: @EnsoBuild
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 — Intro: Connor Howe, Enso co-founder
01:15 — Nine years building in crypto: from Bitcoin to Ethereum
03:00 — Early DeFi development challenges and the birth of Enso
05:00 — Chain abstraction vs. application abstraction philosophy
08:30 — Serving 8% of Web3's developer mindshare (2,250+ developers)
11:00 — Berachain's $3.1B launch: Enso's behind-the-scenes role
13:15 — AI agents, automation, and new use cases emerging
15:00 — Reducing build times: from 7 months to 1.5 days case study
17:30 — Security through simulation: 4ms response times
21:30 — Why we need products people actually want to use
23:15 — New developer onboarding trends and product directions
26:30 — The Enso Network: action providers, grafters, validators
30:00 — Self-service protocol integration and scalability
33:00 — Enso vs. Yearn comparison and strategy differences
35:15 — Network economics and fee distribution mechanisms
39:00 — Upcoming TGE and token utility design
41:00 — The "Enso Drop": accessing 370+ protocol airdrops
42:00 — Developer relations strategy: YouTube, universities, incubators
45:15 — Keeping developers away from crypto Twitter for innovation
47:15 — Fat protocols vs. fat apps: the abstraction layer thesis
51:30 — "Product beats paper" - crypto's critical juncture
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens
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Join Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market.
DoubleZero: https://doublezero.xyz
🎯 Key Highlights
▸ The internet bottleneck: why high-performance blockchains are hitting infrastructure limits
▸ Building a parallel internet with dedicated fiber, FPGAs, and multicast technology
▸ Proof of utility: weaponizing greed and capitalism for positive-sum network outcomes
▸ 16% of Solana network already running on testnet despite limited infrastructure
▸ Technical deep-dive: signature verification, packet deduplication, and jitter reduction
▸ Token economics and bandwidth contribution models vs traditional staking
▸ Long-term vision: replacing IP addresses with public-private key routing
💡 Subscribe for more crypto & infrastructure insights! 🔔
🧠 Follow the Alpha
▸ Austin's Twitter: @Austin_Federa
▸ DoubleZero's Twitter: @doublezero
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 — Intro: Austin Federa and the internet bottleneck problem
02:00 — Building a parallel internet for distributed systems
06:00 — The Firedancer project and million TPS potential
09:15 — Technical architecture: fiber, FPGAs, and multicast technology
13:30 — Signature verification and packet deduplication explained
17:15 — Proof of utility: Shapley values and economic incentives
23:45 — Validator onboarding and network connection process
29:30 — Testnet success: 16% of Solana network adoption
33:15 — Latency, jitter, and bandwidth improvements explained
39:00 — Token economics: 2Z token and payment models
44:45 — Access models vs staking requirements for enterprises
51:30 — Validators.app badges and network transparency
59:15 — Governance roadmap: from mainnet beta to full decentralization
01:05:45 — Long-term vision: replacing IP addresses and DNS
01:09:15 — Lightning round: most misunderstood aspects
01:12:30 — Five-year vision: parallel internet for high performance systems
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.
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Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.
Legion: https://legion.cc
Cookie3: https://www.cookie3.com
🎯 Key Highlights
▸ Legion's funding: VanEck and Brevan Howard backing crypto innovation
▸ Attention Capital Markets: Linking mind share with financial commitment
▸ Cookie3's attribution tech: Measuring on/off-chain value creation
▸ Merit-based token distribution vs "whoever pays most"
▸ Almanac case study: 400% oversubscribed using attention metrics
▸ Retail investor access beyond accredited gatekeeping
▸ IPO/ICO convergence on-chain infrastructure
▸ Data-driven distribution with Web2 sophistication
▸ Fighting airdrop farmers with genuine supporter identification
▸ SEC progress toward disclosure-based regulation
▸ Creator monetization through tokenized influence
▸ Mobile-first social trading infrastructure
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Matt's Twitter: https://x.com/mattytokenomics
▸ Filip's Twitter: https://x.com/fwielanier
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction and Legion funding announcement
01:15 - Matt O'Connor: TradFi to crypto token design
03:00 - Filip Wielanier: Cookie3's attribution mission
04:30 - Capital attribution in Web3 vs Web2
07:30 - Attention Capital Markets explained
09:00 - MicroStrategy analogy: Money where mouth is
11:00 - Almanac presale implementation
13:30 - Legion scoring and merit-based selection
16:00 - Current ICO problems
17:30 - Merit-based investing vision
21:00 - IPO/ICO convergence outlook
25:00 - Market effectiveness through tokenization
28:45 - Information markets and creator influence
32:30 - SEC regulatory progress
37:00 - Regulation compliance concerns
40:30 - Retail protection vs access
43:00 - Project funding selection problems
45:30 - Pseudonymous contributors vs VCs
48:00 - "Nanny state" and risk-taking
52:30 - Cookie3 roadmap
54:30 - Proof of humanity considerations
55:30 - Cooperative network ownership
58:00 - Platform locations
59:30 - Closing thoughts
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, ser
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Join Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing.
6th Man Ventures: https://6thman.ventures
🎯 Key Highlights
▸ The untold story of Pump.Fun's seed round: from cold outreach to billion-dollar success
▸ Why regulatory risk-taking paid off in the Trump administration
▸ How to evaluate crypto founders differently than traditional startups
▸ The creator economy revolution: streaming meets tokenomics
▸ Digital Asset Trusts (DATs): the new MicroStrategy wave
▸ AI's impact on venture capital processes and decision-making
▸ Why attention spans are killing crypto Twitter's excitement
▸ From Bonk to Pump: lessons in meme coin investing
▸ Building conviction in contrarian bets during bear markets
▸ The importance of speed and decisiveness in early-stage investing
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Mike's Twitter: @mdudas
▸ 6MV's Twitter: @6thManVentures
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 — Intro: Mike Dudas, 6th Man Ventures
00:30 — The Pump.Fun origin story: cold outreach and magical moments
03:45 — Regulatory risk-taking and the Trump administration impact
06:30 — Why other VCs backed out over legal concerns
08:15 — Being hands-on with portfolio companies without being pushy
10:30 — Pump.Fun's evolution: from bonding curves to creator streaming
14:00 — The Bonk vs Pump competition and market dynamics
17:00 — How AI and AGI are changing venture capital investing
20:15 — Digital Asset Trusts: the new wave of crypto investment vehicles
26:00 — Why crypto Twitter seems less excited despite regulatory clarity
32:15 — Using AI in venture processes: market research and founder support
38:45 — The most common path from DM to investment
42:00 — Founder evaluation: red flags and green flags
47:15 — When to tell portfolio companies it's time to move on
51:15 — Decision-making under pressure: the "hell yes" principle
54:00 — Staying entrepreneurial as a fund grows and succeeds
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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Join José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi's original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to solve one of DeFi's biggest problems: impermanent loss. Learn how this innovation could finally unlock natural, sustainable yield on Bitcoin at scale, creating the long-sought "holy grail" of yield-bearing Bitcoin without the downsides of traditional AMM strategies.
Curve Finance: www.curve.finance
Yield Basis: https://yieldbasis.com
🎯 Key Highlights
▸ Yield Basis: Eliminates impermanent loss for single-sided crypto exposure
▸ Impermanent loss problem: Why AMMs underperform buy-and-hold
▸ Michael's solution: 2x leverage counters square-root pricing
▸ Why Curve pools beat Uniswap v2
▸ Historical sims: 10-20% APR on Bitcoin
▸ Borrowing mechanism: Capital via crvUSD allocation
▸ Tokenomics: Choose real yield OR tokens
▸ Dynamic admin fees adjust with staking
▸ GTM: Target miners, funds, treasuries
▸ Multi-chain: Separate tokens vs. bridges
▸ Market size: $50-100B addressable
▸ Beyond Bitcoin: ETH and volatile assets
▸ Michael on DeFi vs. OG principles
▸ Challenge: Matching sims to reality
▸ Why this beats points and yield farming
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Michael's Twitter: @newmichwill
▸ Curve Finance Twitter: @CurveFinance
▸ Yield Basis Twitter: @yieldbasis
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Intro: Yield Basis and Michael Egorov
01:15 - Yield Basis: Single-sided LP without impermanent loss
02:00 - Impermanent loss with Bitcoin/USDT
07:30 - AMMs create "buy low, sell high"
09:00 - Solution: Leverage eliminates square-root pricing
13:00 - Curve beats Uniswap v2
15:30 - Historical sims: 10-20% APR
19:00 - Borrowing: Arbitrage and debt management
24:30 - Net returns after costs
25:15 - crvUSD as low-cost capital
27:15 - Separate protocol vs. Curve integration
28:00 - Tokenomics: Real yield OR tokens
32:45 - Points vs. transparent distribution
36:00 - Dynamic fees prevent zero-division
40:00 - GTM: Miners, funds, institutions
43:00 - Multi-chain: Instances vs. bridges
48:30 - BD with competing chains
50:30 - Curve vs. Yield Basis governance
52:00 - Modern vs. OG DeFi principles
55:30 - Treasury relationships vs. decentralization
56:30 - Challenge: Real-world performance
58:30 - Market: $50-100B addressable
1:02:00 - crvUSD scaling mechanics
1:06:15 - Market cap ceiling calculations
1:08:00 - Beyond Bitcoin: Gold, volatiles
1:08:45 - DeFi innovations: Pendle, Athena
1:11:30 - Hyperliquid bootstrap strategy
1:12:00 - Closing: Growth parallels
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delp
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Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun’s bigger vision: beyond meme coins, it’s aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem.
Pump.fun: https://pump.fun
🎯 Key Highlights
▸ Pump.fun’s vision: TikTok + Robinhood + Twitch in one
▸ Streamers earning 100–300x more than on traditional platforms
▸ 9 failed products before finding product-market fit
▸ Why most crypto firms are just riding Bitcoin
▸ New fee model: $2.4M to creators on day one
▸ Mobile-first: beating desktop crypto apps
▸ $2B balance sheet for smart capital moves
▸ 100% revenue buybacks (Hyperliquid/Binance playbook)
▸ Roadmap: stablecoin + full financial stack
▸ Young founders vs. traditional finance
▸ Why social media’s incentives are broken
▸ Targeting 16–24s ignored by incumbents
▸ Stats: 70 staff, $1.6B locked, billion+ daily volumes
▸ Aggressive M&A, Facebook-style
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Sapijiju's Twitter: @sapijiju
▸ Pump.fun Twitter: @pumpdotfun
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 – Intro & Sapijiju’s crypto journey
04:45 – 9 failed products → Pump.fun success
07:15 – Product-market fit & anti-rug mechanism
09:15 – Scaling team to 70
10:30 – Vision: social trading super-app
13:00 – $2.4M to streamers on launch day
14:15 – Why social platforms fail creators
16:45 – 300x better monetization
18:15 – DMs, streaming & mobile-first
19:30 – Competing vs. Coinbase/Binance
21:45 – User patterns: TikTok + finance
24:30 – Network effects via creator rewards
26:30 – $500k creator starter kits
28:00 – Mobile strategy for viral growth
29:15 – Zora vs. Pump.fun (content vs. coin)
31:15 – Small changes → 5x streaming growth
33:30 – Sandbox for creator freedom
35:15 – Telegram + crypto-native tools
36:30 – Democratized ICOs
38:15 – $1.6B locked, billion+ daily volumes
39:15 – Stablecoin vision
40:15 – Long-term: global takeover
42:30 – $2B balance sheet strategy
44:30 – ROI-driven capital deployment
45:15 – M&A playbook
46:15 – DAT & institutional access
47:15 – Revenue buybacks model
49:15 – VCs missing meme culture
51:15 – Story Protocol critique
53:30 – Meme coins vs. infra “scams”
54:30 – Generational wealth cycles
57:45 – Crypto as last frontier
59:15 – TradFi as modern slavery
1:01:30 – Black Mirror & moderation
1:02:30 – Mobile growth engines
1:03:30 – Scaling to $200M daily revenue
1:04:30 – Post-token comms lessons
1:05:30 – Open DMs & next episode
1:06:15 – Closing thoughts
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures ma
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Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech.
Delphi Intelligence: https://www.delphiintelligence.io/
🎯 Key Highlights
▸ Why Delphi pivoted to AI after years in crypto research and investing.
▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more.
▸ How the team blends deep research with deal sourcing — like early crypto days.
▸ The three phases of AI scale: pretraining, inference, and the RL renaissance.
▸ José and PD on decentralizing RL and building “The World’s RL Gym.”
▸ The case for open AI: modular design, public reasoning, and collaboration.
▸ How LLMs are learning to “think longer” — and what it means for training.
▸ Open-source vs. proprietary AI — and China’s growing lead in open models.
▸ Why José believes AGI may already be here with GPT-4o.
▸ Where early AI startups can still win — from robotics to edge hardware.
▸ Why this AI moment feels like crypto in 2017 — and why it’s still early.
▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic.
▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences.
▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead.
▸ How Delphi plans to find early winners in AI, like they did in crypto.
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Delphi Intelligence's Twitter: @delphi_intel
▸ PD's Twitter: @PonderingDurian
▸ José's Twitter: @ZeMariaMacedo
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction to Delphi Intelligence
01:30 - Why AI Feels Like Crypto in 2017
03:30 - The AI Research Gap Delphi Aims to Fill
06:30 - Robotics Deep Dive: Humanoids vs. Specialization
10:00 - AI’s Impact on Traditional Tech Moats
14:30 - Can the Mag 7 Be Disrupted by AI Labs?
17:00 - Google, Meta, OpenAI, and the Race for Interface
21:00 - Crypto as a Hedge Against AI-Driven Inequality
24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI
28:00 - China’s Open-Source AI Strategy
31:30 - Zero-to-One vs. One-to-X Innovation Models
35:00 - Open-Source Models: Strategic or Suicidal?
38:00 - Early-Stage Edge: Where Startups Can Win
42:00 - Verticalized AI Apps, Context Engineering, and GPTs
46:00 - US vs. China in Robotics: Software vs. Hardware
50:00 - The Role of Simulation, Sensors, and Real-World Feedback
53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow
55:00 - The Vision for Delphi Intelligence 10 Years Out
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any f
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Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice.
Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock.
Dev.Fun: https://dev.fun/
🎯 Key Highlights
▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun
▸ Birth of Dev.Fun and the “vibe coding” philosophy
▸ Empowering non-tech users to build token-based apps
▸ Shift from memes to tools, productivity, and full-stack apps
▸ Views on AI autonomy vs. human-led design
▸ Monetization via in-app payments, tokens, and community ownership
▸ Vision: from solo devs to tokenized micro-startups
▸ Modular backend, AI-first SDKs, and payment stack
▸ Stance on moderation, decentralization, and freedom
▸ How Dev.Fun differs from Web2 builders like Locofy
▸ Long-term incentives and plans for a Dev.Fun token
▸ Crypto-native future of streaming, distribution, and curation
▸ Why Solana powers their user-generated crypto apps💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Dev.Fun's Twitter: @devfunpump
▸ Devlord's Twitter: @devlordone
▸ Robi's Twitter: @RxbiXyz
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: / delphi_digital
💼 LinkedIn: / delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 – Intro: Dev.Fun, Devlord & Robi
01:00 – Meeting via Pump.fun, founding story
02:20 – Vibe coding with AI
04:15 – Empowering non-devs to launch apps
06:30 – Token mechanics vs. traditional apps
08:00 – In-app monetization strategies
10:00 – Favorite builds: memes to tools
13:30 – Viral Epstein app & other hits
15:30 – AI autonomy vs. human input
18:00 – Can vibe-coded apps scale to startups?
20:00 – Foundation models shaping UX
22:00 – Dev.Fun vs. Lovable: app store vs. SaaS
24:00 – Crypto-native distribution’s edge
26:00 – Tokens, capital, and incentives
28:00 – What’s on-chain vs. off-chain
30:00 – AI scaffolding under the hood
33:00 – Future of decentralized infra
35:00 – Curation, virality, and app caps
37:00 – Moderation and NSFW policies
40:00 – Streaming, attention, Black Mirror
42:00 – Why Solana powers Dev.Fun
44:30 – Post-launch reflections
46:30 – Building vs. distributing
48:00 – Build team spotlight
49:15 – Token rewards & retention
51:30 – Key metrics: usage & value flow
53:00 – Final thoughts & visionDisclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode.
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Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale.
375ai: https://www.375.ai/
🎯 Key Highlights
▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai.
▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token.
▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used.
▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge.
▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses.
▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments.
▸ New buyer types and use cases emerging as the network scales and historical data grows richer.
▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies.
▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy.
▸ Modular sensor system design that supports future upgrades and evolving data needs.
▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage.
▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment.
▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths.
▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source.
▸ Key challenges and risks in building and scaling physical hardware for the network.
▸ The story behind the name “375ai.”💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ 375ai's Twitter: @375ai_
▸ Harry's Twitter: @harry_dewhirst
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: / delphi_digital
💼 LinkedIn: / delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Intro: Harry Dewhirst & 375ai
00:55 - Harry's background
02:26 - 375ai's pivot
08:29 - 375ai overview
10:48 - Why 375ai's data is valuable
13:28 - Concrete examples of data usage
18:18 - Current stage of 375ai
22:38 - Future customers and scale
25:57 - Go-to-market strategy
29:28 - Edge AI vs. Cloud AI
34:47 - Sensors and device design
38:15 - 375ai Street and self-deployment
41:52 - Comparison with Hivemapper
44:17 - 375ai Go (mobile app)
48:06 - Demand from LLMs and real-world data
53:29 - Biggest risks and challenges
57:48 - Meaning behind the name 375ai
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be
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Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch.
Taofu: https://www.Taofu.xyz/
Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5
🎯 Key Highlights
▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao
▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure
▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based
▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO
▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens
▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN
▸ How miners earn rewards for providing VPN infrastructure across 80+ countries
▸ Vesting mechanics and governance voting for SNS token holders
▸ Future AI predictions: robotics integration and potential for extended human lifespan
💡 Subscribe for more crypto & AI insights! 🔔
🧠 Follow the Alpha
▸ Taofu's Twitter: @taofuxyz
▸ Mikel's Twitter: @0xDutchmikel
▸ Mitch's Twitter: @Axilo
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: / delphi_digital
💼 LinkedIn: / delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Intro: Mitch, Mikel & Taofu
01:00 - Mikel's DeFi background and transition to Bittensor
02:00 - Mitch's growth background and getting "red-pilled" into Tao
03:00 - Taofu genesis: From liquid staking to subnet launchpad
05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics
06:00 - How Taofu solves subnet funding and exit liquidity problems
08:00 - Pre-dTAO barriers: High registration costs and predatory deals
11:00 - Taofu's tokenization process and multisig custody
14:00 - Due diligence and curation model for subnet selection
17:00 - Balancing AI advancement vs. Bittensor ecosystem growth
22:00 - Dream projects: Creative AI and privacy-focused solutions
25:00 - Tao Private Network (TPN): Decentralized VPN subnet
28:00 - TPN's global infrastructure and miner incentives
33:00 - User experience and dynamic incentive adjustments
34:00 - Upcoming TPN sale mechanics and vesting structure
37:00 - Taofu platform evolution: Analytics, governance, and bridges
38:00 - Future of AI: 6-month predictions and longevity implications
42:00 - AGI timeline predictions and closing thoughts
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing.
USD.AI: https://usd.ai
🎯 Key Highlights
▸ David and Conor's journey from Deutsche Bank to creating USD.AI
▸ USD.AI's three-pillar structure: Caliber, modular underwriting, and QEV design
▸ How USD.AI enables debt financing for DeepEnd hardware operators
▸ The unique redemption queue mechanism that maintains USD.AI stability
▸ Multiple lines of defense protecting depositors from defaults
▸ How leveraging hardware assets can dramatically increase yields
▸ USD.AI's potential to reduce token emission rates across DeepEnd networks
💡 Subscribe for more crypto & DeFi insights! 🔔
🧠 Follow the Alpha
▸ USD.AI's Twitter: @USDai_Official
▸ David's Twitter: @0xZergs
▸ Conor's Twitter: @_ConorMoore
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Intro: David Choi & Conor Moore from USD.AI
01:00 - Team background and journey to USD.AI
03:00 - USD.AI's origin and the DeepEnd hardware financing problem
06:00 - USD.AI's three-pillar structure overview
07:00 - Caliber: Tokenizing hardware assets with on-chain property rights
12:00 - Modular underwriting system with first-loss positions
15:00 - QEV design: Creating an arbitrage venue for redemptions
20:00 - Summary of USD.AI's value proposition
21:00 - Default protection and amortization process
24:00 - Value proposition for borrowers and DeepEnd networks
28:00 - How USD.AI benefits neo-cloud operators
31:00 - Phased approach to scaling USD.AI
34:00 - USD.AI's place in the broader crypto ecosystem
43:00 - Next steps and upcoming launch details
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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Join Tommy Shaughnessy as he hosts Logan Allen, founder of Zorp and Nockchain, to discuss Nockchain, a new proof-of-work L1 blockchain. Learn about its ZK Powell consensus mechanism, where miners generate ZK proofs.
Zorp: https://zorp.ioNockchain: https://nockchain.org
🎯 Key Highlights
▸ Logan Allen's journey to creating Nockchain.
▸ Nockchain's "ZK Proof of Work" (ZK Powell) and its "Dumbnet" initial phase.
▸ How block rewards will subsidize proving capacity to build a proof market.
▸ "Intents" on Nockchain: enabling micro-apps via conditional coin locks.
▸ Nockchain's state growth strategy: prove once, verify by many.
▸ Potential for specialized ZK ASICs.
▸ Knock App framework for off-chain verifiable services.
▸ Roadmap: Nockchain namespace and cross-chain atomic swaps.
▸ Vision: A circular economy with useful and engaging applications.
💡 Subscribe for more crypto & gaming insights!
🔔🧠 Follow the Alpha
▸ Zorp's Twitter: @ZorpZK
▸ Nockchain's Twitter: @Nockchain
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Intro: Logan Allen & Nockchain
01:00 - Interest in Knock instruction set & ZKVMs
02:00 - Building Nockchain: No pre-mine, PoW L1
03:00 - ZK Powell: Useful Proof of Work
10:00 - ZK Powell Deep Dive
12:00 - "Dumbnet" - Initial Nockchain Phase
15:00 - App Intents & Proving Capacity
19:00 - Miner Competition on Nockchain
22:00 - Knock App Development Framework
25:00 - State Growth & Verification
36:00 - Knock App Framework in Rust
38:00 - Nockchain Namespace Plans
46:00 - Challenge: Building Nockchain's Economy
52:00 - Getting Involved with Nockchain
53:00 - The "Aha!" Moment in Research
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season with a $1.5 million prize pool.
Cambria: https://cambria.gg
🎯 Key Highlights
▸ Ben's origins in the Runescape private server scene and the journey to founding Cambria.
▸ Cambria's "risk-to-earn" MMO model with massive on-chain stakes.
▸ Deep dive into Duel Arena (high-stakes 1v1) and Gold Rush (risk-to-earn MMO).
▸ How Season 2 generated a $1.5M+ prize pool and saw massive player engagement.
▸ The emergent player behavior, guild strategies, and exploits seen in high-stakes environments.
▸ Challenges of managing on-chain game economies: botting, exploits, and security.
▸ Cambria's approach to balancing casual vs. hardcore players and "pay-to-win" mechanics.
▸ Roadmap insights: Season 3 plans, Duel Arena V2, and the strategy for a potential token launch.
▸ Cambria's multi-chain strategy and experiences deploying on different ecosystems.
▸ The long-term vision for significant, high-stakes on-chain game economies and guild wars.
💡 Want to stay updated with the latest in crypto & gaming? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers' Twitter: @pierskicks
▸ Ben's Twitter: @cyberpunk
▸ Cambria's Twitter: @playcambria
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction to Ben & Cambria
01:00 - Origins in Runescape Private Servers
03:00 - Discovering Crypto & Early Web3 Gaming
05:00 - Cambria Overview: Duel Arena & Gold Rush
06:30 - Thesis Formation: Player Archetypes & Appeal
09:30 - Duel Arena Launch & Success ($100M+ Volume)
12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool
16:00 - Season 2 Player Stats & Engagement
17:30 - Emergent Behavior & Exploits in Season 2
22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies
29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win
32:00 - Roadmap: Season 3, Dungeons, Scaling
34:30 - Duel Arena V2 & Excalibur
36:30 - Token Launch Strategy & Considerations
39:30 - Multi-Chain Approach (Ronin & Blast/Abstract)
42:30 - Vision for the Future of On-Chain Game Economies
47:45 - Evolving Thesis & Learnings
51:00 - Most Impactful Digital Experience (Runescape)
53:00 - Favorite Games & Recommended Reads/Media
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym
🎯 Key Highlights
The three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance.
How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data.
Understanding "reasoning traces" and how models learn to "think" longer and more effectively.
The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo.
Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data.
Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies.
The critical role of high-quality base models for successful RL fine-tuning.
Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models.
Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks.
Debunking recent claims that "RL is dead" and understanding its true impact.
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
Tommy's Twitter: @Shaughnessy119
Sam's Twitter: @SPLehman
Symbolic Capital’s Twitter: @symbolicvc
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction: Sam Lehman, Symbolic Capital & "The World's RL Gym"
01:30 - History of AI Scaling: Pre-training Era
03:30 - Phase 2: Inference Time Compute Scaling
09:30 - Phase 3: The RL Renaissance & DeepMind Moment
14:30 - How DeepMind Trained R1 without Human Preferences
16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity?
20:30 - Generalizability of RL Training: How Far Does It Go?
22:30 - The "Aha Moment": Models Learning to Think Longer
25:30 - Concept: Decentralized RL & The World's Gym
31:30 - Why Decentralize RL? Open Collaboration vs. Closed Labs
35:00 - Understanding Reasoning Traces
39:00 - Current Decentralized RL Projects (Prime Intellect, General Reasoning)
41:30 - Future Architectures: Continuous Improvement & Modular Models
46:30 - Open Source vs. Proprietary AI: Landscape & Challenges
50:30 - The Lock-In Problem with Foundational Models
52:30 - Is AGI Here? Experiences with GPT-4o
56:30 - Investment Focus in Decentralized AI
59:00 - Modular MoE Models & Jensen's HDEE Paper
1:03:00 - Debunking "RL is Dead" Claims
1:06:00 - Importance of Performant Base Models for RL
Disclaimer
This pod
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Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach.
🎯 Key Highlights
▸ How Flowdesk created "market making as a service" to serve crypto-native projects
▸ The growing importance of transparency, neutrality, and trust in crypto trading
▸ Why institutional adoption is a slow, steady shift—not a tidal wave
▸ The role of stablecoins and tokenized assets in the future of finance
▸ How regulation and compliance are shaping crypto’s next phase
▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives
▸ Long-term vision for tokenizing real-world assets and transforming financial rails
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Kevin's Twitter: @Kevin_Kelly_II
▸ Guilhem's LinkedIn: Guilhem Chaumont
▸ Flowdesk's Twitter: @flowdesk_co
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital
🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction to Flowdesk
02:00 - Providing Institutional Grade Service to Crypto Native Teams
04:00 - Challenges and Convincing the Market
06:58 - Current Market Read
10:00 - Why We Won’t See Large Drawdowns
13:00 - Growth Areas Going Forward
15:52 - Tokenization of Existing vs. Illiquid Assets
18:48 - Institutional Hesitation and Fee Capture
21:28 - Biggest Opportunities for Flowdesk
24:50 - Stable Coin Demand
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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