The Delphi Podcast

Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?

Mon, 02 Feb 2026 08:00:53 -0500

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

Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants

Mon, 19 Jan 2026 09:13:10 -0500

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

Nic Carter: Quantum Threatens $600B of Bitcoin

Fri, 09 Jan 2026 11:04:45 -0500

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:

Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs China

Thu, 09 Oct 2025 09:42:43 -0400

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

Connor Howe: Building the Onchain Execution Engine with Enso Network

Fri, 26 Sep 2025 09:49:25 -0400

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

Austin Federa: From Solana Foundation to Double Zero's Fiber Revolution

Thu, 25 Sep 2025 08:07:01 -0400

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

Legion & Cookie3: Evolution of Onchain Fundraising

Fri, 19 Sep 2025 08:56:57 -0400

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

Mike Dudas (6MV): Pump.Fun, One of the Greatest Seed Investments Ever

Mon, 15 Sep 2025 09:09:04 -0400

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

Michael Egorov: Yield Basis - Bringing Real Yield to Bitcoin

Wed, 10 Sep 2025 08:09:37 -0400

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

pump.fun's Sapijiju: First-Ever Discussion on Building the Future of Social Trading

Mon, 08 Sep 2025 14:00:00 -0400

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

José Macedo and Pondering Durian: The Birth of Delphi Intelligence

Mon, 21 Jul 2025 10:49:05 -0400

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

Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications Live

Fri, 11 Jul 2025 07:09:57 -0400

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 & vision

Disclaimer

Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AI

Tue, 17 Jun 2025 10:14:06 -0400

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

TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network

Tue, 27 May 2025 07:17:04 -0400

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

David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

Wed, 21 May 2025 07:06:54 -0400

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

Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off

Mon, 19 May 2025 11:05:34 -0400

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

Cambria: The Degen MMO With $1M+ Seasonal Prize Pools

Thu, 01 May 2025 10:18:26 -0400

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

Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI

Wed, 30 Apr 2025 08:17:16 -0400

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

Guilhem Chaumont: Following the Flow Into Crypto’s Next Growth Phase

Wed, 16 Apr 2025 08:29:03 -0400

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

Travis Good: Machine Intelligence as a new world currency: facing down OpenAI with Ambient, a hyperscaled decentralized PoW-powered alternative

Mon, 07 Apr 2025 08:45:03 -0400

Join Tom Shaughnessy as he hosts Travis Good, CEO and co-founder of Ambient, for a deep dive into the world's first useful proof-of-work blockchain powered by AI. Fresh out of stealth, Ambient reimagines the intersection of crypto and AI by creating a decentralized network where mining secures the chain through verified AI inference on a 600B+ parameter model.

🎯 Key Highlights

▸ Ambient's vision for a decentralized currency representing a unit of machine intelligence

▸ How mining incentivizes global participation in a single model's continuous improvement

▸ The power of reasoning traces and synthetic data to create a "world's RL gym"

▸ Verified inference as the foundation for trustless AI composability

▸ The philosophical importance of open, decentralized AI vs. corporate controlled models

▸ How the economics of ambient create new possibilities for an AI-driven world

▸ Deep analysis of the geopolitical shifts in AI development with Chinese open source models

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Tom's Twitter: @Shaughnessy119

▸ Travis's Twitter: @IridiumEagle

▸ Ambient's Twitter: @ambient_xyz

🔗 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 Ambient

02:00 - The Vision: Currency for Machine Intelligence

05:00 - Convergence of AI Models and Democratizing Access

08:45 - Mining with GPUs to Improve the Network's Model

11:30 - The Power of Reasoning Traces and Synthetic Data

16:45 - Size Matters: High IQ Models and Fine-Tuning

23:15 - Speed and Performance: Building on Solana's Foundation

27:30 - Supporting Different Hardware Configurations

34:20 - Network Governance and Model Upgrades

38:00 - The Importance of Verified Inference

43:40 - The Problems with Centralized AI Models

53:00 - The Vision for an Ambient-Powered Economy

59:30 - The Future of Open Source Models

01:04:15 - Response to Leopold's "Situational Awareness"

01:13:30 - Privacy and Transaction Design

01:19:00 - Denominating Real Business in Ambient

01:25:00 - The Path Forward for Decentralized AI

Disclaimer

Ben Fielding: Gensyn’s Polar Opposite Architecture vs AI Data Centers, Fueling an AI-Native Internet, Open vs. Closed Source AI and RL Swarm

Mon, 31 Mar 2025 08:33:34 -0400

Join Tom Shaughnessy as he hosts Ben Fielding, co-founder of Gensyn Network, for an in-depth exploration of decentralized AI infrastructure and the future of machine learning. From Gensyn's evolution as a low-level infrastructure platform to its revolutionary approach with RL Swarm, the conversation covers transformative developments in distributed computing, model training, and the philosophical implications of AI development.

🎯 Key Highlights

▸ Gensyn's approach to agnostic, low-level AI infrastructure designed to transcend trends

▸ Transition from vertical to horizontal scaling in AI computing systems

▸ The limitations of centralized hyperscaler data centers and how Gensyn provides an alternative

▸ Deep dive into RL Swarm: enabling peer-to-peer reinforcement learning at scale

▸ The philosophical importance of open, personalized AI models vs centralized systems

▸ Exploration of AI's future: parameter space, model communication, and verification

▸ Vision for how decentralized AI can democratize machine learning technology

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Tom's Twitter: @shaughnessy119

▸ Ben's Twitter: @fenbielding

🔗 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 Gensyn Network

01:29 - Building AI-Agnostic Infrastructure

05:00 - Vertical vs Horizontal Scaling in AI

10:50 - Limitations of Centralized Data Centers

17:42 - Gensyn's Core Components and Vision

20:45 - The Internet as Parameter Space

28:00 - Execution, Communication, and Verification

34:42 - RL Swarm: Decentralized Reinforcement Learning

41:30 - Model Communication and Improvement

48:46 - Testnet and Persistent Identity

53:56 - Preserving Model Personalization

59:42 - Open vs Closed Source Models

01:05:30 - The Future of AI Development

01:11:20 - Value Capture in AI and Final Thoughts

Disclaimer

Jeffrey "Jiho" Zirlin: Ronin Goes Permissionless

Mon, 10 Feb 2025 08:22:42 -0500

Join Piers Kicks as he hosts Jeffrey "Jiho" Zirlin of Sky Mavis for an exploration of Ronin's evolution from Axie Infinity's scaling solution to becoming the premier gaming chain, now on the cusp of going permissionless with an impressive ecosystem of curated titles.

🎯 Key Highlights

▸ Journey from Axie to Ronin infrastructure

▸ Analysis of curated publishing strategy

▸ Discussion of play-to-earn evolution

▸ Insights into game economy design

▸ Vision for permissionless future

▸ Perspective on traditional gaming integration

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers's Twitter: @pierskicks

▸ Jeffrey's LinkedIn: https://www.linkedin.com/in/jeffzirlin

🔗 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

01:01 - Ronin History

04:42 - Publishing Strategy

08:24 - Ecosystem Growth

11:20 - Market Timing

14:47 - Community Building

17:24 - Founder Selection

22:26 - Infrastructure Vision

26:12 - Token Innovation

29:57 - Play-to-Earn Evolution

34:18 - AI Integration

39:27 - Future Vision

42:16 - IP Integration

46:36 - Builder Advice

51:23 - Development Stories

54:17 - Metaverse Outlook

57:16 - Gaming Favorites

59:44 - Book Recommendations

Disclaimer

Daryl Xu: Building B3, The Next Evolution in Crypto Gaming Infrastructure

Fri, 07 Feb 2025 08:00:00 -0500

Join Piers Kicks as he hosts Daryl Xu, founder of B3, for an exploration of how they're building the optimized Layer 3 solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure through innovative economic incentives.

🎯 Key Highlights

▸ Evolution from Coinbase and Base to B3

▸ Deep dive into game chain strategy

▸ Analysis of B3 token utility and economics

▸ Discussion of regulatory impact on gaming

▸ Insights into developer incentives

▸ Vision for on-chain gaming infrastructure

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers's Twitter: @pierskicks

▸ Daryl's Twitter: @darylX24

🔗 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

01:09 - Career Background

02:54 - Gaming Focus

05:08 - Team Structure

08:47 - Infrastructure Vision

12:25 - Product Overview

17:08 - Game Chain Strategy

21:26 - Developer Relations

26:12 - Token Economics

31:38 - DAO Governance

34:16 - Foundation Strategy

42:12 - Regulation Impact

48:27 - Building Philosophy

54:46 - Market Outlook

59:32 - Digital Experience

01:03:09 - Book Recommendations

Disclaimer

Krish Jagirdar & Jordan Lejuwaan: Building RekTech, The Future of Interactive Entertainment

Thu, 06 Feb 2025 06:18:14 -0500

Join Anil Lulla as he hosts Krish Jagirdar and Jordan Lejuwaan, co-founders of RekTech (formerly Internet Game), for an exploration of their vision to create the world's biggest game show, revolutionizing interactive entertainment through simple yet engaging games with significant prizes.

🎯 Key Highlights

▸ Evolution from Internet Game to RekTech platform

▸ Deep dive into accessible gaming mechanics

▸ Analysis of crypto-native community building

▸ Discussion of brand partnerships and expansion

▸ Insights into game design philosophy

▸ Vision for future digital entertainment

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Krish's Twitter: @CaesarREKTECH

▸ Jordan's Twitter: @lejuwaan_

▸ Anil's Twitter: @anildelphi

🔗 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

01:18 - RekTech Overview

03:55 - Market Positioning

06:38 - Target Audience Discussion

09:08 - Gaming Philosophy

13:34 - Social Integration

16:58 - Community Building

23:12 - Partnership Strategy

26:10 - Internet Game History

31:12 - Evolution Story

34:43 - Future Vision

39:46 - Brand Partnerships

42:29 - Growth Strategy

48:27 - Building Philosophy

54:15 - Final Thoughts

Disclaimer

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

Fri, 31 Jan 2025 11:13:29 -0500

Join Tom Shaughnessy and Pondering Durian as they host Jeff Emanuel, founder of Pastel Network and author of the viral "Short Case for NVIDIA Stock" thesis, for an exploration of AI infrastructure disruption, open-source model innovation, and the societal implications of accelerating AGI development.

🎯 Key Highlights

▸ Analysis of DeepSeek's AI efficiency breakthrough

▸ Deep dive into model distillation and scaling

▸ Discussion of AI infrastructure competition

▸ Examination of app-layer value capture

▸ Insights into US vs China AI development

▸ Vision for AGI's societal impact

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Tom's Twitter: @shaughnessy119

▸ Pondering's Twitter: @ponderingdurian

▸ Jeff's Twitter: @doodlestein

🔗 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 and NVIDIA Impact

04:38 - DeepSeek Analysis

11:18 - Model Efficiency Discussion

15:06 - Distillation Deep Dive

19:28 - App Layer Opportunities

24:39 - Agent Development Impact

29:16 - Model Quality Trade-offs

34:49 - Software Moats

43:33 - AGI Economic Impact

51:05 - Bitcoin Discussion

54:22 - AI Global Competition

01:06:46 - Future Society Impact

01:13:09 - Work and Dignity Discussion

01:18:15 - Entrepreneurship Evolution

Disclaimer

Kam Punia: The $POWER of Web3 Mobile Gaming

Wed, 29 Jan 2025 11:54:02 -0500

Join Piers Kicks as he hosts Kam Punia, founder of Pixion Games, for an in-depth exploration of building Web3 gaming experiences and the journey behind Fableborn. From Kam's extensive background at Konami and Yu-Gi-Oh! to Pixion's innovative approach to Web3 gaming, the conversation covers crucial developments in game design, community building, and the future of blockchain gaming.

🎯 Key Highlights

▸ Evolution from Web2 to Web3 gaming development

▸ Deep dive into Fableborn's gameplay mechanics and design philosophy

▸ Analysis of LiveOps strategies for blockchain games

▸ Discussion of community building and player engagement

▸ Insights into scaling Web3 gaming economies

▸ Vision for the future of mobile blockchain gaming

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers's Twitter: @pierskicks

▸ Kam's Twitter: @kam_punia

🔗 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 and Background

04:21 - Building the Pixion Team

07:42 - Fableborn Overview

10:44 - Mobile Gaming Strategy

12:28 - Web3 Integration Journey

16:41 - Community Metrics and Growth

19:50 - Community Building Approach

22:22 - UX Challenges in Web3

25:13 - Business Model Innovation

28:08 - LiveOps Strategy

33:20 - Economic Management

39:20 - Future Plans and Ronin Integration

45:17 - Key Learnings

47:11 - Digital Experiences

49:29 - Gaming Discussion

Disclaimer

James Zhang: Bringing Emerging Markets Onchain With Jambo

Tue, 28 Jan 2025 08:00:00 -0500

Join Piers Kicks as he welcomes back James Zhang, co-founder and CEO of JAMBO, for an exploration of how they're revolutionizing Web3 accessibility through mobile infrastructure. From selling over 700,000 phones across 100+ countries to ambitious plans for satellite launches, discover how JAMBO is building the "on-chain Apple" for emerging markets.

🎯 Key Highlights

▸ Evolution of JAMBO's mobile-first Web3 strategy

▸ Deep dive into hardware infrastructure and distribution

▸ Analysis of emerging market crypto adoption

▸ Discussion of on-chain payment solutions

▸ Insights into token economics and ecosystem growth

▸ Vision for satellite connectivity and future expansion

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers's Twitter: @pierskicks

▸ JAMBO's Twitter: @JAMBOtechnology

▸ JAMBO's Page: www.jambo.technology

🔗 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 and Background

01:18 - JAMBO Overview

02:49 - Ecosystem Growth Metrics

04:34 - Mobile Hardware Strategy

07:18 - Product Evolution

10:44 - Market Distribution Strategy

13:20 - Token Integration Plans

16:15 - Global Market Analysis

21:57 - Revenue Streams

24:29 - Token Economics

28:09 - Emerging Market Focus

33:44 - Yield Generation Strategy

38:10 - Future Vision and Satellite Program

42:15 - Key Learnings

44:41 - Digital Experience Reflections

Disclaimer

Tin Nguyen: Gaming IP in the Age of AI

Mon, 27 Jan 2025 07:15:55 -0500

Join Piers Kicks as he hosts Tin Nguyen, founder of Sipher, for a deep dive into the convergence of gaming, AI, and blockchain. From his unconventional journey starting in real estate development to building a 140-person gaming studio, Tin shares insights on creating immersive digital experiences and pioneering AI integration in gaming.

🎯 Key Highlights

▸ Evolution from traditional business to Web3 gaming

▸ Deep dive into Sipher's gaming ecosystem and vision

▸ Analysis of AI integration in gaming experiences

▸ Discussion of blockchain gaming economics and token models

▸ Insights into managing live service games with AI

▸ Vision for the future of human-AI gaming interaction

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers's Twitter: @pierskicks

▸ Tin's Twitter: @AskTinNguyen

🔗 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 and Background

02:02 - Gaming Industry Transition

04:01 - Sipher Vision and Game Design

07:15 - Mobile Gaming Strategy

11:35 - Platform Integration

15:10 - AI Integration Journey

18:56 - Gaming Development Tools

23:33 - Future of AI in Gaming

29:37 - Cryptocurrency Integration

33:19 - Live Service Management

39:20 - AGI Platform Vision

46:16 - Economic Models

49:31 - Long-term Vision

54:28 - Building Through Market Cycles

57:37 - Digital Experience Evolution

01:04:07 - Gaming Influences

Disclaimer

Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGI

Fri, 10 Jan 2025 09:46:23 -0500

Join Tom Shaughnessy and Pondering Durian as they host Jansen Teng, CEO and co-founder of Virtuals, for an in-depth exploration of AI agents and the future of decentralized AI. From Virtuals' evolution as a gaming DAO to becoming the leading crypto AI platform, the conversation covers crucial developments in agent autonomy, tokenization, and the path toward an agentic economy.

🎯 Key Highlights

▶ Origins and evolution of Virtuals platform

▶ Analysis of agent frameworks and autonomous capabilities

▶ Discussion of value capture in crypto AI projects

▶ Deep dive into decentralized infrastructure challenges

▶ Vision for agent coordination and business development

▶ Future outlook on AI-human interaction and cybernetics

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Tom's Twitter: @shaughnessy119

▶ Pondering Durian's Twitter: @ponderingdurian

▶ Jansen's Twitter: @ethermage

🔗 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 and Background

01:29 - Virtuals Origin Story

07:42 - Agent Development Discussion

13:00 - Vision for Agentic Economy

22:51 - Framework Competition Analysis

29:37 - Infrastructure Challenges

36:20 - Agent Value Capture

42:46 - Decentralized AI Stack

54:00 - Team Analysis and Due Diligence

01:00:10 - Future Risks and Opportunities

01:05:44 - Agent Autonomy Vision

01:09:43 - Future of Human-AI Interaction

Disclaimer

Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub

Sun, 05 Jan 2025 18:07:00 -0500

Join Tom Shaughnessy from Delphi Digital and Ejazz from 26 Crypto Capital as they host Shaw, founder of Eliza Labs and AI16Z, for an in-depth discussion on the evolution of AI agents and frameworks. The conversation explores Shaw's remarkable journey, the development of the Eliza framework, and his vision for decentralized AGI. The discussion covers crucial topics from agent development and tokenomics to the future of blockchain-based AI platforms.

🎯 Key Highlights

▶ Inside story of Eliza Labs' creation and AI16Z's rapid growth

▶ Deep dive into the technical aspects of the Eliza framework

▶ Analysis of agent platforms and the shift from "slop bots" to utility

▶ Discussion of tokenomics and value capture mechanisms

▶ Exploration of cross-chain development and blockchain selection

▶ Vision for open source AGI and the future of AI agents

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Shaw's Twitter: @shawmakesmagic

▶ Tom's Twitter: @Shaughnessy119

▶ Ejazz's Twitter: @cryptopunk7213

🔗 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 and Backgrounds

01:29 - Shaw's Journey and Origins

04:06 - Asian Developer Community Updates

07:48 - AI16Z and Agent Development

11:17 - DeFi Integration and Use Cases

17:17 - Trading Bots and Market Intelligence

22:51 - Framework Differentiation and Value

27:06 - Technical Infrastructure Discussion

35:00 - Token Economics and Platform Strategy

47:00 - Open Source Development

54:39 - Future of AI Agents

01:08:29 - Chain Selection Discussion

01:14:57 - Agent Verification and Trust

Disclaimer

Delphi's AI + DePIN Year Ahead 2025

Mon, 23 Dec 2024 09:57:42 -0500

Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks.

🎯 Key Highlights

▶ Analysis of AI scaling laws and the future of model training

▶ Deep dive into agent platforms and token frameworks

▶ Examination of WorldCoin's identity solution and market opportunity

▶ Overview of decentralized training developments

▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure

▶ Analysis of Double Zero's dark fiber solution for blockchain networks

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ PD's Twitter: @ponderingdurian

▶ Michael's Twitter: @mrink0

▶ Robbie's Twitter: @robbiepetersen_

🔗 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 and Overview

02:00 - AI Macro Landscape

08:00 - Nation State AI Competition

13:00 - Agent Platforms Discussion

19:00 - Worldcoin Bull Case

26:00 - Decentralized Training Evolution

36:00 - DePIN Overview

42:00 - Mobile Wireless Infrastructure

47:00 - Fixed Bandwidth Discussion

54:00 - Double Zero and Dark Fiber

01:00:00 - Future of Blockchain Networks

01:04:00 - Closing Thoughts

Disclaimer

Delphi's DeFi Year Ahead 2025

Thu, 19 Dec 2024 11:34:10 -0500

Join Ceteris and the Delphi Research DeFi team for an in-depth analysis of decentralized finance trends heading into 2025. The discussion explores the evolution of consumer DeFi applications, examining innovative spending solutions, stablecoin developments, and emerging wallet infrastructure. The team unpacks major shifts in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem.

🎯 Key Highlights

▶ Analysis of consumer DeFi adoption through crypto spending cards and real-world integration

▶ Deep dive into revenue-sharing stablecoin models and the evolving stablecoin landscape

▶ Examination of next-generation DEX designs including Uniswap v4 hooks and Sorella

▶ Overview of ZKTLS technology and its implications for under-collateralized lending

▶ Discussion of the "fat wallet" thesis and front-end value capture in DeFi

▶ Analysis of emerging business models and value accrual in DeFi infrastructure

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ Jordan's Twitter: @yeak__

▶ Neel's Twitter: @DaftaryNeel

▶ Robbie's Twitter: @robbiepetersen_

🔗 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 and Overview

02:08 - Consumer DeFi Discussion

07:14 - Crypto Cards and Payment Solutions

10:49 - Stablecoin Evolution and Models

17:13 - Revenue Sharing in Stablecoins

20:48 - DEX Innovation and Design

29:37 - Fluid DEX and LP Innovations

40:37 - ZKTLS Technology Overview

46:35 - Front-end Value Capture

56:23 - Wallet Infrastructure Discussion

01:00:38 - Future of DeFi Discussion

Disclaimer

Delphi's Infrastructure Year Ahead 2025

Wed, 18 Dec 2024 11:10:11 -0500

Join Ceteris and the Delphi Research infrastructure team for an extensive analysis of blockchain architecture trends heading into 2025. The discussion delves into the evolution of high-throughput chains, examining Solana's influence on performance-focused architectures and the emergence of competitors like Sui and Monad. The team explores key developments across major ecosystems, from Ethereum's scaling efforts and BeamChain proposal to Bitcoin's ZK innovations and Solana's state compression initiatives.

🎯 Key Highlights

▶ Analysis of high-throughput blockchain architectures and the growing focus on performant shared state machines

▶ Deep dive into Ethereum's technical roadmap, including BeamChain, native rollups, and L1 scaling discussions

▶ Examination of Move VM adoption and its advantages over traditional EVM architecture

▶ Overview of ZK technology integration across Bitcoin, Ethereum, and Solana ecosystems

▶ Discussion of emerging privacy solutions including FHE and confidential transactions

▶ Analysis of proof markets and their potential impact on blockchain scalability

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ Facundo's Twitter: @quienesfacundo

▶ Prasad's Twitter: @mahadikprasad15

▶ Muhammad's Twitter: @yusufxzy

🔗 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 and Infrastructure Overview

03:20 - High Throughput Chains Discussion

05:32 - Virtual Machines and Move Analysis

07:10 - SUI Move Deep Dive

13:01 - L2 Wars and Ecosystem Consolidation

14:31 - Ethereum Development Roadmap

20:54 - ZK Technology Overview

29:37 - Bitcoin ZK Integration

35:08 - Solana ZK Implementation

46:35 - FHE and Privacy Solutions

51:03 - Closing Thoughts

Disclaimer

Off The Grid: Inside Neill Blomkamp's Game World

Fri, 13 Dec 2024 09:02:33 -0500

Join Piers Kicks as he sits down with Neill Blomkamp, acclaimed filmmaker and co-founder of Gunzilla Games, to discuss his groundbreaking work on Off The Grid (OTG)—a visionary AAA Battle Royale game. In this captivating conversation, Neill shares insights into his transition from Hollywood to gaming, the creative process behind OTG’s cyberpunk universe, and how his cinematic storytelling expertise shapes immersive game design. The discussion also explores the challenges of blending film-like narratives into games, the technological innovation driving OTG, and the future of transmedia storytelling.

🎯 Key Highlights

▸ Neill's journey from directing films like District 9 to co-founding Gunzilla Games

▸ The creative vision and dystopian tone of Off The Grid’s cyberpunk world

▸ How photogrammetry, live-action cutscenes, and motion capture are used in OTG

▸ Challenges in merging narrative depth with Battle Royale gameplay mechanics

▸ Transmedia storytelling and the synergy between gaming and cinema

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers' Twitter: @pierskicks

▸ Neill's Twitter: @NeillBlomkamp

▸ Gunzilla Twitter: @playoffthegrid

🔗 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 and Neill’s background

03:12 – Transition from filmmaking to game development

07:25 – The vision behind Off The Grid

14:03 – Blending film-like narratives into gaming

20:47 – Technical innovation: Photogrammetry and motion capture

27:15 – Challenges in creating transmedia storytelling

34:29 – The future of gaming and narrative-driven experiences

41:58 – Closing thoughts

Disclaimer

Gunzilla Games: Delivering On The Mainstream Promise

Wed, 11 Dec 2024 09:23:12 -0500

Join Piers Kicks as he sits down with Vlad Korolev, founder and CEO of Gunzilla Games, to discuss their groundbreaking Battle Royale title "Off The Grid." In this fascinating conversation, Vlad shares the journey from his early days in FinTech to creating one of gaming's most ambitious projects, backed by legendary filmmaker Neill Blomkamp. The discussion covers everything from the game's unique cyber-limb mechanics and console launch success to their innovative approach to blockchain integration and community-driven economics. With insights into AAA game development, creative direction, and user retention strategies, this episode provides a compelling look at the future of gaming and what it takes to build a potential industry titan.

🎯 Key Highlights

▸ The origin story of Gunzilla Games and Off The Grid's development

▸ Collaboration with Neill Blomkamp and the creative vision behind the game

▸ First successful console launch of a Web3-integrated game

▸ Innovative approach to community-driven economics and transparency

▸ Deep dive into user retention strategies and future growth plans

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers' Twitter: @pierskicks

▸ Vlad's Twitter: @vladk133

▸ Off The Grid Twitter: @playoffthegrid

🔗 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 and Vlad's Background

05:36 - Off The Grid Overview and Launch Success

11:39 - Battle Royale Genre and Game Design Philosophy

19:54 - Creative Direction with Neill Blomkamp

32:25 - Console Integration and Blockchain Strategy

42:57 - Marketing Strategy and All Stars Event

51:03 - Development Journey and Fundraising

56:50 - Future Vision and Growth Strategy

01:06:36 - Closing Thoughts and Personal Influences

Disclaimer

Delphi's Markets Year Ahead 2025

Tue, 10 Dec 2024 17:23:37 -0500

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025.

🎯 Key Highlights

▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts

▸ Deep dive into stablecoin growth and institutional adoption trends

▸ Examination of L1 competition and relative value between BTC, ETH, and SOL

▸ Discussion of regulatory landscape changes and implications for crypto markets

▸ 2025 price predictions and major catalysts ahead

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Ceteris' Twitter: @ceterispar1bus

▸ Kevin's Twitter: @kevin_kelly_ii

▸ Jason's Twitter: @3xliquidated

▸ Michael's Twitter: @mrink0

🔗 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 and 2024 Overview

03:27 - ETF Impact and Market Trends

08:13 - ETH Breaking 4k and Market Dynamics

22:26 - Stablecoin Growth and Credit Markets

34:08 - Regulatory Environment Discussion

42:14 - Solana vs Ethereum Analysis

56:51 - 2025 Price Predictions

01:02:00 - Network Value Debate

Disclaimer

Delphi's Gaming Year Ahead 2025

Fri, 06 Dec 2024 08:07:54 -0500

Join Piers Kicks and the Delphi Research team for an in-depth analysis of Web3 gaming's trajectory and what lies ahead in 2025. In this comprehensive discussion, the team unpacks the major developments of 2023-2024, from Off The Grid's groundbreaking console launch to the rise of mobile gaming successes like FableBorn. The conversation explores crucial market dynamics, including funding trends, ecosystem developments, and the evolving relationship between gaming projects and exchanges. The panel dives into the emergence of new distribution models, the impact of AI on gaming, and the potential of user-generated content (UGC) in Web3. With insights from multiple experts, this episode provides a balanced view of both the challenges and opportunities ahead, offering valuable perspective for anyone interested in the intersection of blockchain technology and gaming.

🎯 Key Highlights

▸ The state of Web3 gaming in 2023-24: A deep dive into funding trends, player adoption, and notable launches

▸ Off The Grid's successful console launch marks a major milestone for blockchain gaming adoption

▸ Mobile gaming emerging as a promising frontier with titles like FableBorn showing strong retention metrics

▸ Analysis of ecosystem dynamics with Ronin's growing dominance and new players like Base entering the space

▸ Discussion of token distribution mechanics and exchange dynamics affecting gaming projects

▸ Predictions for 2025 including UGC trends, mobile adoption, and potential market rotations

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers' Twitter: @pierskicks

▸ Joe's Twitter: @JACL_e9

▸ Duncan's Twitter: @freaz7

▸ Hunter's Twitter: @huntersolaire_

🔗 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 and 2023 Overview

03:04 - Positive Surprises in Gaming

07:09 - Funding Dynamics

17:35 - Off The Grid Analysis

22:27 - Platform Strategy Discussion

29:10 - Infrastructure and Ecosystem Analysis

36:36 - Mobile Gaming Developments

53:19 - Exchange Landscape

01:04:24 - AI Impact on Gaming

01:11:17 - 2025 Predictions

Disclaimer

Crypto x AI Agents: The Definitive Podcast with Ai16z, Virtuals, MyShell, NOUS, and CENTS

Fri, 22 Nov 2024 15:12:14 -0500

Join Shaw (Ai16z), Karan (Nous Research), Ethan (MyShell), Somewheresy (CENTS), EtherMage (Virtuals) and Delphi's Tom Shaughnessy for an unprecedented roundtable featuring the brightest minds in crypto AI agents, discussing the evolution of autonomous digital beings and the future of human-AI interaction. 🎯 Key Highlights: ▸ The explosive growth of AI agents on social media and their impact on Web3 ▸ How crypto tokenization drives agent development and community engagement ▸ The power of decentralized model training versus centralized AI platforms ▸ Exploring agent autonomy and the path to AGI ▸ The intersection of AI agents with DeFi and social platforms 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha: ▸ Shaw (ai16Z): @shawmakesmagic ▸ Karan (Nous Research): @karan4d ▸ Ethan Sun (MyShell): @ethan_myshell ▸ Somewheresy (CENTS): @somewheresy ▸ EtherMage (Virtuals): @ethermage 🔗 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 Timestamps: 00:00 - Introductions and Team Backgrounds 04:29 - Most Innovative Agents Discussion 15:11 - Agent Architecture and Development 27:48 - Testing in Production vs Safety 39:10 - Future of Agent Capabilities 01:01:03 - Alignment and Human Integration 01:25:36 - Industry Predictions and Outlook 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.

Dylan Zhang: Crypto Native AI Models Behind the Future of AI Agents

Mon, 18 Nov 2024 10:05:24 -0500

Discover how AI is revolutionizing crypto as Yan Liberman sits down with Dylan Zhang, co-founder of Pond AI, to explore the intersection of AI and blockchain technology. Learn about graph neural networks, dynamic DeFi structures, and the future of decentralized AI infrastructure!

🎯 Key Highlights

▸How Graph Neural Networks (GNNs) differ from Large Language Models (LLMs)

▸The journey from single models to a decentralized model layer

▸Achieving 92% accuracy in detecting malicious behaviors

▸Revolutionary approach to dynamic fee structures in DeFi

▸The future of AI agents and model ownership in crypto

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Yan's Twitter: https://x.com/yanliberman

▸ Dylan's Twitter: https://x.com/ThinksDylan

🔗 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 & Crypto Journey

02:44 - DeFi with AI

05:13 - GNNs vs LLMs

15:11 - Platform Evolution

26:42 - AMMs & Dynamic Fees

39:10 - Future Roadmap

Disclaimer

OLAS: How Multi-Agent Systems Will Shape AI's Future | Crypto x AI Event

Fri, 01 Nov 2024 09:00:42 -0400

Join Pondering Durian as he explores the future of multi-agent systems with David Minarsch, co-founder of Valory AG and core contributor to OLAS. This deep dive covers:

- Why autonomous agents will drive blockchain adoption before humans

- The case for decentralized multi-agent systems over monolithic AI

- How OLAS enables user-owned vs rented AI capabilities

- The unique "Proof of Active Agent" mechanism for coordinating agent activity

- Building open agent economies from DeFi to prediction markets

- Creating data flywheels between agent activity and model training

- The path toward general-purpose autonomous AI agents

The discussion provides valuable insights into how decentralized networks could enable user-owned AI agents that do valuable work autonomously, rather than just serving as co-pilots.

"We want to give people general purpose, autonomous AI agents that do valuable things for them as they define." - David Minarsch

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Pondering Durian on Twitter/X ► https://x.com/ponderingdurian

- David Minarsch on Twitter/X ► https://x.com/david_enim

---

Chapters

0:00 Sponsor introduction: OLAS and others

0:49 Guest intro: David Minarsch, co-founder of Valerie Ag

1:21 Future shape of AI: Million models vs hyperscale models

3:03 David's background and OLAS team

6:26 Multi-agent systems explained: Agents vs Models

11:50 Web architecture evolution and data silos

21:00 Agent frameworks' impact on blockchain ecosystems

24:59 Rapid fire: Overrated vs Underrated

29:06 OLAS vs Competition: Key differentiators

34:12 Are agent protocols winner-take-all?

39:26 Current and future OLAS use cases

45:11 Infrastructure gaps and challenges

47:25 Closing remarks and how to try OLAS

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Mira: Beyond Co-Pilots - Making AI Production-Ready | Crypto x AI Events

Thu, 31 Oct 2024 09:12:03 -0400

Join Anil Lulla (Delphi Digital) and Ninad Naik (Mira) as they explore how to move AI from co-pilot to autonomous systems through enhanced reliability. Key topics include:

- Why current AI is limited to low-consequence tasks and human oversight

- How Mira's decentralized verification network reduces error rates from 30% to sub-5%

- Using crypto incentives to build trustworthy, autonomous AI systems

- The journey from batch processing to real-time verification

- Targeting education and medical sectors as initial use cases

- Building Web3 infrastructure that solves real Web2 problems

This conversation examines Mira's vision for making AI reliable enough to move beyond human supervision and into production-grade autonomous systems.

"When you think about the key challenges from any builder's perspective... we're trying to solve for how do you make AI more reliable?" - Ninad Naik

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Anil Lulla on Twitter/X ► https://x.com/anildelphi

- Ninad Naik on Twitter/X ► https://x.com/_ninadn

---

Chapters

0:00 Sponsor introduction: OLAS and other sponsors

0:50 Introduction with Anil Lulla from Delphi Digital

2:21 Ninad's background: Experience at Amazon and Uber

3:30 Current state of AI and its challenges

7:21 Core issues with AI reliability

9:15 Approaches to reducing AI error rates

13:10 Discussion of latency challenges and batch processing

17:56 Using crypto concepts for AI verification

20:44 Risks and challenges in crypto-AI integration

22:53 Go-to-market strategy and target sectors

24:49 Future of AI models: Foundation vs Fine-tuned

29:50 Handling subjective information verification

34:16 Model consensus and bias management

37:13 Partnerships and future outlook for Mira

40:11 Bridging Web2 and Web3 in AI

42:30 Crypto adoption challenges in AI industry

45:51 Discussion of Web2 demand confidence

46:48 Closing remarks and how to follow Mira

Disclaimer

Going beyond the hype of Crypto x AI: Vapourware or not? | Crypto x AI Event

Wed, 30 Oct 2024 11:04:05 -0400

Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore:

- The current state of decentralized GPU marketplaces

- The role of data DAOs and IP rights in AI development

- Viability of decentralized training and inference

- The future of AI agents and identity systems

- Which crypto AI verticals show real promise vs hype

This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves.

"I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- José Macedo on Twitter/X ► https://x.com/zemariamacedo

- Emad Mostaque on Twitter/X ► https://x.com/emostaque

- Kyle Samani on Twitter/X ► https://x.com/kylesamani

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:50 Introducing Panel and Debate Setup

01:58 Kyle on GPU Marketplaces and Infrastructure

04:23 Evaluating Different Crypto AI Sectors

06:41 Current State of the Crypto AI Market

10:37 Core Benefits of Crypto for AI Development

14:41 Talent Migration into Crypto AI

20:25 The Mimetic Value of Crypto AI

24:36 Deep Dive: Decentralized GPU Marketplaces

33:13 Game Theory of Open Source AI

41:38 Discussion on Data and Data DAOs

48:40 Private Data and Expert Knowledge

52:11 Rapid Fire: Key Sectors Analysis

54:33 The Future of AI Agents

58:11 Identity and Final Thoughts

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

io.net: Taking on the Giants | Crypto x AI Event

Wed, 30 Oct 2024 09:12:07 -0400

Dive deep into IOnet, the world's largest decentralized AI compute network, with Pondering Durian (Delphi Digital) and Torrey Green, CEO of IOnet. This engaging discussion covers:

- How IOnet is disrupting the $2.5 trillion cloud computing market

- IOnet's unique "decentralized clustering" approach enabling global supercomputers

- Growth strategies and roadmap to become the leading AI compute provider

The conversation explores how decentralized networks like IOnet provide cheaper, more flexible compute without the constraints of centralized cloud providers. Discover why execution is key as IOnet aims to replace AWS through demand generation, upgraded offerings, and a world-class team recruited from web2 giants.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Pondering Durian on Twitter/X ► https://x.com/ponderingdurian

- Tory Green on Twitter/X ► https://x.com/mtorygreen

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:50 Introduction of Tory Green, CEO of IO.net

01:29 Tory's Background and Path to IO.net

04:07 Competitive Advantage vs Incumbents

06:48 The Theory of Disruption

08:40 IO.net's Differentiation: Decentralized Clustering

11:47 Growth and Customer Acquisition Strategy

14:37 Enterprise Adoption and Security

17:18 Supply Chain and GPU Market Analysis

20:11 Rapid Fire: Overrated vs Underrated

25:32 Future of Decentralized Training

27:09 Edge Computing and Network Flexibility

31:31 IO.net's Future Roadmap

35:18 Long-term Vision and Goals

38:01 Closing Thoughts on AI's Impact

Disclaimer

Investing Frameworks For The Exponential Age | Crypto x AI Event

Tue, 29 Oct 2024 09:23:12 -0400

The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future.

In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society.

Key insights:

- Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals

- The next 6 years represent a critical window to position for the new economic paradigm

- Technology and crypto represent the primary vectors for capturing value in the exponential age

- The intersection of AI and blockchain could enable new forms of economic activity and value creation

"We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II

- Raoul Pal on Twitter/X ► https://x.com/Raoulgmi

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:49 Introduction with Raoul Pal

01:53 The Exponential Age Thesis

04:28 Impact of AI on Economic Growth

08:05 Future of Markets and Investment Returns

11:47 AI, UBI, and Economic Transformation

14:10 The Future of Money in an AI World

17:41 Blockchain and AI Integration

21:43 Traditional Investors' Understanding of AI

24:43 Government and Regulatory Response

30:02 Investment Framework Evolution

34:12 High Conviction Investment Bets

39:43 Personal Portfolio Strategy

41:15 Tesla and Tech Stock Analysis

44:49 Elon Musk's Master Plan

49:06 Rapid Fire: Underrated vs Overrated

54:26 Future of Media and Personal AI

59:45 Closing Thoughts and Contact Information

Disclaimer

Crypto x AI Demo Day: Building the Future

Mon, 28 Oct 2024 09:04:48 -0400

Welcome to Delphi’s Crypto x AI Demo Day, showcasing some of the innovative teams building at the intersection of crypto and AI. Watch exciting product demonstrations spanning payment rails, DeFi agents, smart contract security, and more.

In the final week of Delphi's Crypto x AI Month, we turn the spotlight to builders who are actively developing applications that explore new possibilities. See firsthand how teams are combining blockchain and AI to create practical solutions for real-world challenges.

The Demo Day lineup includes:

- Venice - private and uncensored alternative to the popular AI apps

- Daisy - Daisy makes custom AI easy

- Testmachine - AI powered Smart Contract Security

- Skyfire - Visa for AI Agents

- Almanak - End to end platform for financial AI agents

- Rivalz - World abstraction layer for AI agents

Part of our comprehensive virtual conference featuring 40+ industry leaders in panels, debates, and deep-dive discussions. Access the full lineup of Crypto x AI Month content here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Chapters:

00:00 Intro

01:45 Venice AI

07:50 Almanak

13:04 Daisy AI

18:18 Testmachine

22:48 Skyfire

26:08 Rivalz

29:43 Outro

Disclosure:

Revisiting The Fundamentals of Crypto x AI with NEAR | Crypto x AI Event

Fri, 25 Oct 2024 09:29:54 -0400

In this thought-provoking discussion with Can Gurel (Delphi), the NEAR co-founders share insights on Illia's work co-authoring the groundbreaking "Attention is All You Need" paper that introduced transformers, their vision for user-owned AI and democratizing access to AI capabilities and more.

Key insights include:

- How NEAR's original focus on AI developer tools led them to discover the need for better payment infrastructure for distributed workforces

- Their framework for user-owned AI that optimizes for individual success rather than platform profits

- Technical challenges and solutions for distributed AI training and inference

- The importance of private computing for enabling user-controlled AI systems

The conversation provides valuable perspective on the intersection of AI and crypto from pioneers who have worked at the cutting edge of both fields, offering insights into how decentralized technologies could enable more democratic and user-centric AI development.

"The reality is we kind of have like a little bit of a model that some data we don't want to share... Your assistant will be able to help you with filing your taxes and finding ways to file receipts for expenses, and it will need to have access to all of this. What you don't want is all of this data end up leaking or showing up in somebody else's chat." — Illia Polosukhin, NEAR Protocol

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Can Gurel on Twitter/X ► https://x.com/cannngurel

- Illia Polosukhin on Twitter/X ► https://x.com/ilblackdragon

- Alex Skidanov on Twitter/X ► https://x.com/alexskidanov

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:48 Introduction of Illia and Alex from NEAR

03:11 Origins of the Transformers Paper

08:07 Discussion on LLMs and Model Understanding

11:05 Alpha Go and Self-Improvement in AI

15:16 NEAR's Evolution from AI to Blockchain

19:37 The Story Behind NEAR's Foundation

26:32 Vision for User-Owned AI

30:31 Analysis of the Crypto-AI Stack

35:28 Data Labeling and Trust Systems

39:33 Private Inference and Edge Computing

44:17 User Privacy and Trust in AI

47:44 Edge Computing Challenges

49:54 Novel Data Sources and Synthetic Data

52:40 AI Agent Security and DeFi Applications

58:43 Formal Verification in AI Systems

1:03:14 Distributed Training Challenges

1:11:04 AI Talent and Crypto Industry

1:13:44 Rating Future Technologies and Closing Thoughts

Disclaimer

Coordination Networks: How Models Collaborate On-Chain | Crypto x AI Event

Thu, 24 Oct 2024 14:20:39 -0400

A discussion with Nick Emmons (Allora) and Himanshu Tyagi (Sentient) examining different approaches to coordinating AI development through decentralized networks. Allura focuses on coordinating multiple models to achieve specific objectives, while Sentient works on open-source model development and value attribution through cryptographic techniques.

Key topics include:

- The evolution from Twitter bots to sophisticated AI agents in crypto

- Different approaches to model coordination and incentivization

- Technical deep-dive into Open Monetizable Loyal (OML) models

- Trust verification and cryptographic solutions for AI deployment

- The complementary roles of model aggregation and model development

- The intersection of crypto infrastructure and AI trustworthiness

- Future implications for decentralized AI development

The conversation explores the relationship between AI model development, cryptographic systems, and economic incentives, examining how different projects approach the challenges of building coordinated AI systems.

"I think crypto networks are fundamentally means of turning different nebulous resources into more kind of tangible digital commodities." — Nick Emmons, Allora

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Michael Rinko on Twitter/X ► https://x.com/mrink0

- Nick Emmons on Twitter/X ► https://x.com/nick_emmons

- Himanshu Tyagi on Twitter/X ► https://x.com/hstyagi

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:48 Discussion of AI Twitter Bots and Market Impact

04:28 The Role of Agents in Crypto Systems

06:54 Evolution of AI Agent Integration

11:46 Understanding Coordination Networks

14:21 Building Model Coordination Solutions

16:19 Initial Use Cases and Development Focus

22:28 Comparison with BitTensor Approach

25:06 Deep Dive into OML Technology

32:39 Trust and Verification in AI Systems

36:40 Objective-Centric AI Paradigm

39:07 Sentient's Complementary Approach

42:10 Current Constraints and Future Development

44:27 The Future of Crypto AI Integration

47:12 Closing Thoughts

Disclaimer

Incentivizing Innovation: Role of Liquid Tokens in Decentralized AI Networks | Crypto x AI Event

Thu, 24 Oct 2024 08:03:09 -0400

Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation.

In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on:

- The decentralized AI stack from compute and data to applications

- Leveraging crypto primitives to coordinate and incentivize key AI resources

- Demand-side considerations and potential use cases for decentralized AI

- The relationship between network utility, speculation, and value in AI tokens

- Advantages of decentralized infrastructure and crypto-economic models for AI

- Experiments with autonomous AI agents utilizing novel economic rails

- Regulatory environment impact on DeAI network development

- Current state of crypto AI ecosystem and future evolution

Panelists include:

- Shayon Sengupta (Multicoin Capital)

- Marc Weinstein (Mechanism Capital)

- Anand Iyer (Canonical Crypto)

- Ed Roman (Hack VC)

The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Yan Liberman on Twitter/X ► https://x.com/yanliberman

- Anand Iyer on Twitter/X ► https://x.com/ai

- Ed Roman on Twitter/X ► https://x.com/ed_roman

- Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta

- Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

04:48 Understanding the Crypto AI Stack

07:05 Crypto and AI as Opposing Technologies

11:12 Data and Compute Infrastructure

15:32 Capital Formation and Market Dynamics

20:25 Token Design and Value Accrual

25:00 Current Liquid Market Landscape

31:46 Evolution of Attention vs Utility

35:28 AI Agent Market Development

41:59 Defining AI Agents and Their Capabilities

47:36 Discussion on GOAT and Autonomous Agents

52:40 Future Timeline and Closing Thoughts

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informa

Theoriq AI: AI Agent Collectives | Crypto x AI Event

Wed, 23 Oct 2024 09:08:08 -0400

How will specialized AI agents collaborate to outperform general AI? - A deep dive into Theoriq's vision for decentralized agent collectives with founder Ron Bodkin, former Google Cloud CTO office lead.

This in-depth conversation between Luke Saunders and Ron Bodkin explores:

- Why specialized agent collectives may outperform general AI systems

- The technical foundations of agent collaboration and evaluation

- How Theoriq enables permissionless agent development and discovery

- The role of decentralization in ensuring safe and ethical AI development

- Future implications for autonomous AI systems and agent coordination

- Insights from Ron's experience at Google, Teradata, and Vector Institute

The discussion provides valuable perspective on how decentralized networks of specialized AI agents could provide an alternative to centralized AI development, with a focus on modular, community-driven innovation and proper governance structures.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

Luke Saunders on Twitter/X ► https://x.com/lukedelphi

Ron Bodkin on Twitter/X ► https://x.com/ronbodkin

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Introduction of Ron Bodkin, Founder of Theoriq AI

01:17 Ron's Background in AI and Big Data

04:28 Ron's Experience at Google and AI Development

07:35 The Impact of Transformers and GPT-3 on AI

11:32 Defining AI Agents and Their Capabilities

15:31 The Concept of Agent Collectives

18:38 The Future of AI and AGI

25:00 Concerns About AI Safety and Development

28:23 Overview of Theoriq AI's Agent Base Layer

30:54 Evaluators in Theoriq's System

34:08 Permissionless Nature of Theoriq's Platform

36:14 Developer Experience and SDK for Theoriq

39:33 Optimizers and Agent Collectives

41:48 Future of Autonomous AI Agents

44:22 Discussion on Truth Terminal and AI Autonomy

47:34 Call to Action and Closing Remarks

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Grass: Live Context Retrieval Powered By Millions of Nodes | Crypto x AI Event

Tue, 22 Oct 2024 08:00:00 -0400

How is Grass Network unlocking real-time data access for AI? - Explore how a decentralized network of millions of nodes is transforming how AI models access and process internet-scale data.

This in-depth conversation between Can Gurel (Delphi Ventures) and Andrej Radonjic (Wynd Labs) covers:

- The unique challenges of ethical data collection for AI training

- How Grass Network enables real-time, unbiased data access through distributed computing

- The future of Live Context Retrieval (LCR) and its impact on AI capabilities

- Why decentralization is crucial for fair and efficient data harvesting

- The network's evolution from browser extensions to dedicated hardware nodes

- The role of multi-modal data in advancing AI development

The discussion provides valuable insights into how Grass Network is building critical infrastructure for the next generation of AI applications, with a focus on ethical data collection and real-time information access.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Can Gurel on Twitter/X ► https://x.com/cannngurel

- Andrej Radonjic on Twitter/X ► https://x.com/0xdrej

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Introduction of Andrej from Grass Network

01:40 Overview of Grass Network and Its Vision

05:31 Decentralization and Its Importance for Grass

08:41 The Future of Data for AI

11:48 Real-Time Access to Information and Use Cases

17:55 Live Context Retrieval (LCR) and Its Potential

22:37 Grass Network's Launch Plans and Alpha Tests

24:25 Decision Making Process for Data Scraping

26:52 Crypto's Role in AI and the Web3 Transition

30:40 Data Processing and Downstream Tasks

33:08 The Future of Data Labeling

35:19 Node Types in the Grass Network

37:13 Closing Remarks and Invitation to Join Grass

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Why do AI agents need crypto for payments? A panel with Nevermind, Skyfire & Coinbase | Crypto x AI Event

Tue, 22 Oct 2024 08:00:00 -0400

Why do AI agents need crypto for payments? - Leading builders explore how blockchain could become the default payment infrastructure for the emerging AI agent economy.

This in-depth conversation between Can Gurel (Delphi) and industry experts features:

- Craig DeWitt (Skyfire)

- Don Gossen (Nevermind)

- Yuga Cohler (Coinbase)

Key topics include:

- Why traditional payment rails are insufficient for AI agent transactions

- The emergence of agent-to-agent commerce and micropayments

- How crypto enables programmatic, instant, and global payments

- The evolution of shopping experiences in an AI-driven economy

- Different payment patterns between human-agent and agent-agent interactions

- Security and reliability considerations for autonomous AI payments

The discussion provides valuable insights into how crypto infrastructure could facilitate millions of AI agents transacting in real-time, and explores the technical and business challenges of building payment rails for the next generation of autonomous systems.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Can Gurel on Twitter/X ► https://x.com/cannngurel

- Don Gossen on Twitter/X ► https://x.com/dongossen

- Craig DeWitt on Twitter/X ► https://x.com/cryptocwby

- Yuga Cohler on Twitter/X ► https://x.com/yugacohler

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

05:17 The Problem: Why Existing Payment Solutions Aren't Suitable for AI Agents

14:06 Regulatory Challenges and KYC for AI Agents

22:12 Authentication and Verifiability in AI Agent Transactions

26:00 Network Effects and First Mover Advantage in AI Payments

38:29 Biggest Opportunities in AI Agent Payments

48:02 The Future of Shopping Cart Experience with AI Agents

1:02:46 Types of Payments Involving AI Agents

1:10:23 Reliability and Security Concerns with AI Agents

1:20:41 The Role of Humans in AI Agent Transactions

1:26:53 Closing Remarks

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Crypto x AI: Investing Across The Stack | Crypto x AI Event

Mon, 21 Oct 2024 08:00:00 -0400

Can crypto unlock AI's full potential?

Top investors debate the intersection of crypto and AI, exploring opportunities and challenges in decentralized AI development.

This panel discussion, hosted by José Maria Macedo from Delphi Digital, features:

- William Wolf (Arch Capital)

- Jake Brukhman (CoinFund)

- Casey Caruso (Topology)

Key topics include:

- The role of open-source models in crypto AI development

- Unique advantages blockchain brings to AI infrastructure

- Decentralized approaches to compute, training, and inference

- The future of data ownership and aggregation

- Potential for AI agents to utilize crypto payment rails

- Challenges and opportunities in various crypto AI verticals

This in-depth conversation provides valuable insights into the mindset of investors within the crypto x AI space and explores the potential for blockchain technology to reshape the AI landscape.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- José Macedo on Twitter/X ► https://x.com/zemariamacedo

- Casey Caruso on Twitter/X ► https://x.com/caseykcaruso

- William Wolf on Twitter/X ► https://x.com/throughnothing

- Jake Brukhman on Twitter/X ► https://x.com/jbrukh

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

04:29 Responding to AI and Crypto Skepticism

11:56 Dependence on Open Source AI Models

18:10 Crypto's Unique Value Proposition in AI

25:07 Regulatory Challenges and KYC for AI

31:35 The Future of AI Models and Compute

38:29 Most Interesting Areas in Crypto AI

48:02 Decentralized Inference and Verifiability

52:27 The Value and Future of Data in AI

59:53 AI Agents and Multi-Agent Systems

1:06:22 Product-Market Fit in Crypto AI

1:12:13 Closing Thoughts and Future Predictions

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Sovereign AI's Battlefield: Compute, Storage, & Running On The Edge | Crypto x AI Event

Fri, 18 Oct 2024 08:00:00 -0400

Dive deep into the critical infrastructure layer powering the future of decentralized AI. Pondering Durian (Delphi) hosts a panel of leading experts building the next generation of decentralized compute, storage, and tooling:

►Greg Osuri, Founder of Akash, the world's first decentralized cloud platform

►Michael Heinrich, Co-Founder & CEO of Zero G Labs, creators of the first decentralized AI operating system

►Mohamed Baioumy, Co-Founder of ExoLabs, enabling private, user-owned AI models

This episode provides an inside look at the technologies, tradeoffs, and possibilities in decentralized AI infrastructure. We examine the challenges and opportunities in building user-controlled, privacy-preserving AI systems on decentralized clouds and Web3 tech stacks. Our panel explores the cutting edge of decentralized compute, storage, and tooling, and debates what's needed for open-source, decentralized development to compete with Big Tech's AI infrastructure.

Key Questions:

- Where is demand coming from for decentralized infrastructure and how does it compete with hyperscalers?

- What are the key innovations enabling performant decentralized storage and retrieval for AI workloads?

- How do privacy, latency, and cost tradeoffs impact what AI can be done on-device vs in decentralized clouds?

- What breakthroughs are needed for decentralized AI training to catch up to centralized approaches?

- How does an open source ethos and permissionless innovation accelerate progress in decentralized infrastructure?

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Pondering Durian on Twitter/X ► https://x.com/ponderingdurian

- Michael Heinrich on Twitter/X ► https://x.com/mheinrich

- Mohamed Baioumy on Twitter/X ► https://x.com/mo_baioumy

- Greg Osuri on Twitter/X ► https://x.com/gregosuri

---

Chapters

00:00 Introduction to Decentralized Infrastructure

04:04 Demand and Competition in Decentralized Computing

10:49 Innovations in Decentralized Storage Solutions

13:56 Local vs Cloud Computing: Trade-offs and Use Cases

18:35 Project Superpowers: Unique Value Propositions

25:11 Overrated vs Underrated: Quickfire Round

32:52 Decentralized Training: Future Perspectives

37:49 Vision and Success Metrics for the Future

Disclaimer

Decentralized AI Training: Can It Dismantle Centralized Powerhouses? | Crypto x AI Event

Thu, 17 Oct 2024 08:36:24 -0400

Top experts debate the potential for open-source, community-driven AI to challenge tech giants and explore the unique advantages of decentralized approaches.

Key topics include: ►Feasibility of competitive open-source AI models ►Advantages of decentralized training approaches ►Challenges in compute resources and talent acquisition ►The role of crypto incentives in AI development ►Balancing open-source principles with value capture ►Governance challenges for decentralized AI projects ►Potential risks and obstacles for decentralized AI

This engaging debate bridges the gap between decentralized infrastructure, AI development, and crypto economic models. Gain insights from industry leaders on how projects like Nous, Gensyn, Ambient, and Prime Intellect are working to democratize AI and create more efficient, trustless systems.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Tommy Shaughnessy on Twitter/X ► https://x.com/shaughnessy119

- Travis Good on Twitter/X ► https://x.com/IridiumEagle

- Dillon Rolnick on Twitter/X ► https://x.com/DillonRolnick

- Johannes Hagemann on Twitter/X ► https://x.com/johannes_hage

- Ben Fielding on Twitter/X ► https://x.com/fenbielding

---

Chapters

00:00 Introduction to Decentralized vs Centralized AI Training

02:46 The Viability of Decentralized AI Models

05:57 Technical and Economic Challenges in AI Training

09:09 The Future of Specialized vs Generalist AI Models

12:01 The Role of Regulatory Environment in AI Development

14:56 The Importance of Model Maintenance and Updates

18:06 The Economics of Decentralized AI

20:56 Talent and Collaboration in Open Source AI

23:58 The Efficiency of Decentralized Systems

27:04 The Political Implications of AI Control

30:12 Recent Breakthroughs in Decentralized Training

33:04 The North Star of Open Source AI

35:53 The Intersection of Open Source AI and Crypto

38:59 The Future of Competition in AI Markets

46:22 Decentralization and Competition in the Market

49:34 The Evolution of User Interfaces and Trustlessness

52:31 The Convergence of AI and Crypto

56:30 The Role of Agents in the Economy

01:01:27 Open Source AI and Value Capture

01:06:23 Governance Challenges in Decentralized Systems

01:23:24 Skepticism and Future Risks in AI and Crypto

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment adv

A Debate on Bittensor | Crypto x AI Event

Wed, 16 Oct 2024 08:55:00 -0400

Join us for an in-depth panel discussion on BitTensor and its native token, TAO, featuring top analysts in the crypto and AI space. Michael Rinko from Delphi Digital hosts Nick Hotz (Tangent), Sami Kassab (OSS Capital), and Seth Bloomberg (Messari) as they dive into the intricacies of BitTensor's decentralized AI network.

This comprehensive conversation covers:

► BitTensor's core mission and how it aims to decentralize AI development ► The network's structure, including subnets, miners, and validators ► TAO tokenomics and the upcoming Dynamic TAO upgrade ► Challenges and potential solutions in incentive mechanism design ► Comparisons with traditional AI development models ► The future of BitTensor and exciting milestones to watch

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Michael Rinko on Twitter/X ► https://x.com/mrink0

- Nick Hotz on Twitter/X ► https://x.com/Nick_Hotz

- Sami Kassab on Twitter/X ► https://x.com/Old_Samster

- Seth Bloomberg on Twitter/X ► https://x.com/bloomberg_seth

---

Chapters

00:00 The Genesis of BitTensor: A Decentralized AI Solution

07:00 Understanding the Incentive Mechanism in BitTensor

13:14 Interfacing BitTensor with Real-World Applications

19:29 The Role of Validators in BitTensor

22:50 TAO: The Utility Token of BitTensor

39:26 Understanding TAO Emissions and Their Impact

45:11 The Role of Validators and Emission Allocation

52:43 First Mover Advantage in Decentralized AI

01:00:10 The Challenge of Retaining Talent in BitTensor

01:10:55 Future Prospects and Exciting Developments in BitTensor

Disclaimer

Verifiable Inference: Don't Trust, Verify | Crypto x AI Event

Tue, 15 Oct 2024 09:11:46 -0400

In this engaging debate for Crypto x AI Month, join Luke Saunders as he moderates a conversation on Verifiable Inference—a critical technology that ensures trustless AI by verifying the correctness of outputs without revealing internal workings. He is joined by leading founders from the crypto AI space, including Colin Gagich of Inference Labs, Ryan McNutt of SphereOne, Jeremy from Aizel Network, and Travis Good of Ambient, to explore:

► What verifiable inference is and why it's essential in the age of AI

► How decentralized models can offer solutions to centralized AI control

► Real-world use cases of verifiable inference across blockchain and AI applications

This panel digs into the technical approaches—from ZK proofs to trusted execution environments (TEEs)—and discusses how the future of AI and crypto requires trustless verification to ensure security, transparency, and privacy.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/ --- Follow the Speakers: - Luke Saunders on Twitter/X ► https://x.com/lukedelphi - Travis Good on Twitter/X ► https://x.com/IridiumEagle - Jeremy on Twitter/X ► https://x.com/immorriv - Colin Gagich on Twitter/X ► https://x.com/colingagich - Travis Good on Twitter/X ► https://x.com/ryanmcnutty33 --- Chapters 00:00 Introduction to Verifiable Inference 03:46 Defining Verifiable Inference 05:13 Use Cases for Verifiable Inference 10:01 Real-World Applications and Innovations 16:38 Different Approaches to Verification 24:18 Exploring Zero-Knowledge Proofs 28:08 Proof of Logics and Its Implications 34:02 Multi-Agent Systems and Transaction Verification 37:46 Challenges in Optimistic Approaches 41:36 Determinism and Model Reproducibility 45:30 The Balance of Open and Closed Source Models 50:25 The Future of Edge Computing and Inference 57:49 Decentralization and Government Control of AI Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Erik Voorhees: The Battle for Human Freedom in the Post-Human World | Crypto x AI Event

Mon, 14 Oct 2024 08:54:37 -0400

Join Tommy Shaughnessy as he kicks off Crypto x AI Month by hosting Erik Voorhees, founder of Venice.ai, Satoshi Dice, and ShapeShift. In this thought-provoking discussion, they explore the intersection of AI and decentralized systems, delving into:

► The clash between centralized AI and decentralized alternatives

► The role of crypto in enabling open, permissionless systems

► How AI could impact individual freedom, human rights, and consciousness in the future This conversation opens a larger debate on the potential risks of centralized AI models and the importance of offering decentralized, open-source alternatives.

“I think...one of the biggest dangers to humanity really, is if we allow ourselves to be convinced that open source AI is too dangerous, and it’s outlawed or heavily restricted in some way, then we're in a bad spot.” — Erik Voorhees

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Tommy Shaughnessy on Twitter/X ► https://x.com/shaughnessy119

- Erik Voorhees on Twitter/X ► https://x.com/erikvoorhees

---

Chapters

00:00 Introduction to the Conference and Eric's Role

00:45 AI: Friend or Foe to Individual Freedom?

03:10 Building Alternatives: The Case for Venice

06:02 The Importance of Competing Viewpoints in AI

08:53 Open Source vs. Centralized AI: A Competitive Landscape

11:48 The Future of AI and Crypto Integration

15:09 Bridging the Gap: Convincing AI Experts to Embrace Crypto

18:52 Governance in AI: Who Should Control the Models?

22:12 The Dangers of Centralized Control in AI

24:10 Maintaining Skepticism Towards Authority

26:58 The Role of Truth in AI Development

28:49 The Rise of Permissionless AI

35:04 Privacy and Data Security in AI

37:03 The Future of Governance and Mobility

41:20 Utopian Visions: AI and Human Progress

43:46 Decentralized Training: The Key to AI Freedom

55:16 The Need for Leadership in Open Source AI

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Proph3t: Exploring MetaDAO and the Future of Markets-Driven Governance

Fri, 11 Oct 2024 16:25:12 -0400

In this episode, Michael and Proph3t discuss the innovative concept of MetaDAO, focusing on the efficiency of prediction markets and their role in decision-making. They explore the skepticism surrounding market efficacy, the novel governance model of futarchy, and the challenges of building a new platform in the crypto space. The discussion also highlights strategies for engaging users in prediction markets and the potential for future developments in decentralized governance. In this conversation, the speaker discusses the design of MetaDAO, focusing on creating user-friendly interfaces for both power users and casual participants. They explore the challenges of selecting effective metrics for futarchy, addressing the time value of money in proposals, and the potential for composability in prediction markets. The discussion also touches on the advantages of futarchy over traditional DAOs, the role of AI in decision-making, and the importance of minority protection within the governance model. The speaker emphasizes the need for growth and development in MetaDAO, aiming to enhance user experience and expand its application across various DAOs.

Proph3t's Twitter: https://x.com/metaproph3t

Chapters

00:00 Introduction to MetaDAO and Market Efficiency

06:12 Beliefs and Skepticism in Market Efficacy

12:56 Futarchy: A New Governance Model

19:43 Building MetaDAO: Challenges and Opportunities

26:55 Engaging Users in Prediction Markets

31:14 Designing for Diverse Users

34:08 Metrics for Futarchy

36:34 Addressing Time Value of Money in Proposals

39:53 Composability in Prediction Markets

42:19 Futarchy vs Traditional DAOs

46:42 Long-Term Strategic Decisions in Governance

52:24 AI and Futarchy: A New Frontier

56:48 Minority Protection in Futarchy

01:00:08 Future Growth and Development of MetaDAO

Disclosures

Kain Warwick: Infinex, the Future of DeFi, and ETH vs SOL

Mon, 23 Sep 2024 14:46:35 -0400

In this episode of the Delphi podcast, co-host José Maria Macedo speaks with Kain Warwick, co-founder of Synthetix and Infinex. They discuss Kain's journey in the crypto space, the evolution of Synthetix, and the challenges faced by decentralized finance (DeFi). The conversation delves into user experience innovations, the competition in the DeFi space, and the importance of governance. Kane shares insights on the future of ICOs and the need for better governance models in the crypto ecosystem.

Kain's Twitter: https://x.com/kaiynne

Chapters

00:00 Introduction to Kain Warrick and Synthetix

03:23 Kain's Journey in the Crypto Space

06:59 The Evolution of Synthetix and Yield Farming

10:07 Understanding User Needs in DeFi

12:36 Infinex: Bridging Centralized and Decentralized Experiences

15:12 Challenges of Centralized Exchanges

17:53 User Experience Innovations in Infinex

20:19 Cross-Chain Integration and Aggregation

23:07 Building a Stateful Application for DeFi

26:26 Competition in the DeFi Space

29:12 Long Tail Opportunities in DeFi

34:54 The ETH vs. Solana Debate

37:56 Governance in DeFi: Challenges and Innovations

47:23 The Future of ICOs and Token Distribution

55:43 Governance Models and Their Evolution

Disclosures

Jason Zhao: $140M Raised to Rewrite the Rules of Intellectual Property with Story Protocol

Tue, 17 Sep 2024 06:15:33 -0400

In this conversation, Jason from Story Protocol discusses the innovative approach to intellectual property (IP) in the blockchain space. He explains how Story Protocol aims to create a decentralized ecosystem for IP licensing, allowing creators to monetize their work without the traditional barriers of legal complexities. The discussion covers the vision behind Story Protocol, the challenges of traditional IP models, and the potential for user-generated content in a composable world. Jason emphasizes the importance of building a protocol that fosters creativity and collaboration among creators while addressing the legal and distribution challenges in the current landscape.

Jason's Twitter: https://twitter.com/jasonjzhao

Chapters

00:00 Introduction to Story Protocol and Recent Developments

02:51 The Vision Behind Story Protocol

06:03 Transitioning from AI to Blockchain

09:16 Understanding IP and Its Composability

13:02 The Future of IP Licensing with Story

16:51 The Role of Creators in the New IP Landscape

20:45 Building a Decentralized IP Ecosystem

23:34 Challenges of Traditional IP Models

27:18 Distribution Challenges in the IP Space

30:11 Engagement with Traditional IP Holders

33:03 The Future of IP in a Composable World

37:44 User-Generated Content and Its Potential

40:31 Managing IP Rights and Disputes

46:12 Global IP Enforcement Challenges

50:29 The Role of Copyright in IP Protection

52:22 Closing Thoughts on Story Protocol

Disclosures

Illia Polosukhin: AI thesis, crypto x AI, and announcing the Delphi Labs x Near accelerator

Thu, 12 Sep 2024 08:31:37 -0400

In this episode, host José Maria Macedo speaks with Illia Polosukhin, co-founder of NEAR and a key figure in AI development, about the launch of the Crypto X AI Accelerator. They discuss Illia's journey in AI, the significance of the Transformers paper, and the evolution of AI technologies. The conversation delves into the implications of AI on society, the importance of user-owned AI versus corporate-controlled AI, and the role of data in AI development. They also explore the goals of the accelerator and the opportunities it presents for founders in the AI and crypto space.

José's Twitter: https://x.com/ZeMariaMacedo

Illia's Twitter: https://x.com/ilblackdragon

Chapters

00:00 Introduction to the Crypto X AI Accelerator

05:54 Ilya's Journey in AI and the Transformers Paper

12:40 The Evolution of AI and Google's Role

20:24 The Vision Behind Near and AI's Future

27:09 The Role of AI in Society and Future Implications

34:28 User-Owned AI vs. Corporate AI

39:48 The Importance of Data in AI Development

47:48 The Crypto AI Accelerator and Its Goals

Disclosures

Legion: The Return of ICOs

Wed, 11 Sep 2024 09:49:25 -0400

Legion aims to bring back ICOs and improve on the current market structure. The current market structure involves raising significant amounts of venture capital, running points programs or incentives, negotiating with centralized exchanges, and engaging with market makers. However, this system lacks community involvement and accountability, leading to poor outcomes for retail investors and hindering project growth. Legion aims to solve these issues by providing regulatory compliance, handling KYC, and ensuring investor reputation and accountability. This allows projects to distribute tokens to a valuable community and build a strong network from the early stages. Legion is focused on market and crypto assets regulation, particularly in the European Union (EU). The main goal of Legion is to ensure appropriate disclosure and investor protection in the crypto market. They aim to remove information asymmetry and make crypto assets more accessible. Legion is aligned with the Mika regulation, which allows projects from anywhere to raise funds from European citizens. The Legion score is a reputation-based metric that maximizes value add per dollar raised. It considers factors such as social influence, developer activity, on-chain activity, and endorsements. The ultimate vision for Legion is a world where projects are born and raised on the platform, with widespread community involvement and decentralized decision-making.

José's Twitter: https://x.com/ZeMariaMacedo

Fabrizio's Twitter: https://x.com/D0itdifferent

Matt's Twitter: https://x.com/mattyTokenomics

Chapters

00:00 Introduction to Legion and the Goal of Bringing Back ICOs

05:07 The Current Market Structure and its Issues

12:18 The Importance of Community Involvement and Accountability in ICOs

17:01 The History of ICOs and Why They Went Away

23:47 Issues with ICOs and How Legion Solves Them

30:23 MECA and Regulatory Compliance in ICOs

30:52 Market and Crypto Assets Regulation

39:38 Legion and Mika

40:37 The Legion Score

51:37 The Importance of Community

54:16 The Vision for Legion

Disclosures

Prasad Mahadik:Is Solana Going Modular?

Thu, 05 Sep 2024 13:59:03 -0400

The conversation discusses the emergence of rollups on the Solana blockchain and explores different projects and their unique approaches. The main projects mentioned are Magic Block, SpiceNet, Zeta, Grass, and GetCode. Each project has its own specialization and use case, ranging from gaming to trading to data scraping. The conversation also touches on the importance of scalability and performance in these rollup solutions. In this conversation, the speakers discuss various topics related to Solana and its roll-up solutions. They touch on the importance of scalability, reliability, and privacy in layer 2 solutions. They also explore the concept of shared sequencers and the benefits they offer. The conversation highlights the potential of Solana as a sequencer for base roll-ups and the importance of composability and alignment between layer 1 and layer 2 solutions. The speakers also mention the use of Solana in banking operations and the need for privacy in financial transactions. They conclude by discussing the role of Solana in the roll-up ecosystem and its potential for attracting developers.

Prasad's Twitter: https://x.com/Mahadikprasad15

Chapters

00:00 Introduction to Solana rollups

05:18 Exploring Magic Block, SpiceNet, Zeta, Grass, and GetCode

09:38 Scalability and Performance in Solana Rollups

28:01 Scalability, Reliability, and Privacy in Layer 2 Solutions

29:00 The Potential of Shared Sequencers

30:24 Solana as a Sequencer for Base Roll-Ups

37:15 The Importance of Privacy in Financial Transactions

46:19 Solana's Role in the Roll-Up Ecosystem

Disclosures

The Innovation Game: The Market-Driven Approach to Solving Big Science Problems

Fri, 30 Aug 2024 07:01:36 -0400

TIG (The Innovation Game) is a decentralized science project designed to accelerate algorithmic innovation. It uses a coordination protocol and proof of work to discover the most efficient algorithms for scientific problems. The project originated in 2012 with the goal of addressing the lack of open development and funding for scientific research. TIG aims to bring real utility to the world using blockchain technology and is an outlier in the crypto space. The network consists of supply side actors (benchmarkers and innovators) who submit and improve algorithms, and demand side actors (miners) who use the algorithms to mine and provide market signals. The Innovation Game (TIG) aims to discover the most efficient algorithmic solutions to scientific problems. TIG focuses on solving problems that are hard to solve but easy to verify. The selection of problems is done by a committee of scientists and domain experts. TIG currently has challenges in Boolean Satisfiability, Knapsack Problem, Capacitated Vehicle Routing, and Vector Search. These problems have applications in various industries, including hardware design verification, logistics optimization, and AI. TIG plans to add more challenges and aims to onboard several hundred more challenges over the next three to five years. The network captures the value it creates through IP licensing, using a dual licensing model. TIG offers an open data license for academics and open source enthusiasts and a commercial license for corporations. The commercial license fees are payable in TIG tokens, generating demand for the token. TIG's go-to-market strategy includes targeting universities, crypto and science societies, and leveraging industry connections. The roadmap includes transitioning to a layer one blockchain and adding a deposit requirement for benchmarkers. TIG aims to bring in more innovators, particularly from the academic world, by providing a tangible value that can fund their research.

Dr Fletcher's Twitter/X: https://x.com/dr_johnfletcher

Chapters:

00:00 Introduction to TIG

02:00 Proof of Work in TIG

03:26 Origin of TIG

11:08 TIG as an Outlier in Crypto

15:16 Role of Benchmarkers, Innovators, and Miners

18:07 Rewards for Innovators and Benchmarkers

24:06 Purpose of Proof of Work in TIG

26:03 Using Synthetic Problems in TIG

28:18 Discovering Efficient Algorithmic Solutions

29:39 Hardware and Algorithm Development

31:05 Challenges in Various Industries

34:22 Problem Selection and Importance

41:36 Capturing Value through IP Licensing

46:36 Go-to-Market Strategy and Onboarding Challenges

51:13 Roadmap: Transitioning to a Layer One Blockchain

53:33 Adding Deposit Requirement for Benchmarkers

55:19 Bringing in Innovators from the Academic World

Disclaimer:

Himanshu Tyagi: Sentient's $85m Raise To Build An Alternative to OpenAI Through Monetizable Open Source Models

Tue, 20 Aug 2024 15:53:54 -0400

Himanshu, a core contributor to Sentient, discusses the vision and mission of the project in this conversation. Sentient aims to create a decentralized alternative to centralized AI, where contributors are rewarded for their contributions and the AI economy is more participatory. The project recently raised $85 million in funding led by Peter Thiel's fund. Himanshu explains that while $85 million may seem like a lot in the crypto world, it is not enough considering the expensive resources required for AI, such as compute and talent. He discusses his background in academia and his journey into building different systems related to blockchain and AI. He also explains how the idea for Sentient came about and the decision to focus on building a counterpart to centralized AI. He emphasizes the importance of participation in the AI economy and the need for a more inclusive and decentralized approach. He addresses the market forces that favor crypto AI, such as the availability of compute and the potential for a more powerful economic flywheel. He also discusses the challenges of attracting AI talent to the crypto space and explains how Sentient aims to build models and create an open economy where anyone can contribute and earn rewards. Sentient aims to solve the monetization problem of open source AI models through their Open Monetizable Loyal (OML) Models and Other Artifacts. OML models are open source, can be monetized, and are loyal to the builder's preferred alignment and safety rules. The OML protocol uses backdoor attacks as a basic primitive to tie ownership and monetization to the actual model. Sentient plans to attract and incentivize AI developers by offering distribution and revenue opportunities for their models. The platform will be released in a demo version at DevCon, with hackathons and limited circles experiencing it before that.

Himanshu's Twitter: https://x.com/hstyagi

Sentient's Twitter: https://x.com/sentient_agi

Chapters 00:00 Introduction and Funding in Crypto AI

03:29 The Vision: Building a Decentralized Alternative to Centralized AI

09:07 Creating an Open and Participatory AI Economy

14:51 Sentient as an AI Company: Building Models and Providing AI

19:38 The Potential of Crypto AI and Access to Capital

30:38 Attracting AI Talent and the Role of the Younger Generation

34:32 The Future of Crypto AI: A More Inclusive and Decentralized AI Economy

35:01 Solving the Monetization Problem of Open Source AI Models

44:41 Introducing OML Models: Open, Monetizable, and Loyal

48:31 Using Backdoor Attacks to Tie Ownership and Monetization

51:25 Attracting and Incentivizing AI Developers with Sentient

01:00:33 Upcoming Release and Hackathons at DevCon

Disclosures

The War Between Centralized (OpenAI, Gemini, Anthropic) and Crypto x AI's Open Source Movement with Ben Fielding, Travis Good, Michael Rinko and Pondering Durian

Tue, 25 Jun 2024 11:19:28 -0400

This episode features a discussion between four AI experts. The conversation explores the advantages and disadvantages of both centralized and decentralized AI and delves into topics such as data concentration, market power, security, and the future of AI. We discuss the potential risks and benefits of each approach and highlight the importance of competition, open source development, and user value in shaping the future of AI. The limitations of the current centralized paradigm and the need for a more distributed approach are also examined. The conversation touches on the implications of AI for national security and the importance of economic value capture. The role of distribution as a moat and the potential for smaller, more nimble companies to outperform larger ones are considered. The conversation concludes with a discussion on the tipping point for decentralized AI and the potential for exponential growth with the emergence of agents on blockchain. Ben's Twitter: https://x.com/fenbielding

Travis' Twitter: https://x.com/IridiumEagle

Michael's Twitter: https://x.com/mrink0

PD's Twitter: https://x.com/PonderingDurian

Read our reports on AI:

The Real Merge - https://members.delphidigital.io/reports/the-real-merge#random-walks-down-determined-paths-ef0b

The Tower and the Square - https://members.delphidigital.io/reports/the-tower-the-square

Chapters 00:00 Introduction and Overview

03:26 The Tower in the Square: Centralized vs. Decentralized AI

08:14 The Importance of Trustworthiness and Privacy

11:24 Differentiating Between AI Types and Incentive Structures

14:43 Consumer Preference and Convenience in AI Adoption

26:08 Security Concerns and the Fragility of Concentrated Power

30:54 Building a Competitive Alternative to Centralized AI

37:19 The Accidental Gold Rush and the Future of AI

38:19 Scaling Models and Open Source Solutions

40:17 The Debate: Scaling Laws vs. Alternative Approaches to AGI

44:21 The Limitations of the Centralized Paradigm and the Need for a Distributed Approach

48:02 AI and National Security: Implications and Challenges

53:48 Economic Value Capture and the Role of Distribution

01:09:00 The Moat of Distribution: Large vs. Small Companies

01:17:16 The Potential Disruption of Decentralized AI and Crypto

01:19:11 Different Business Models: OpenAI vs. Meta

01:20:49 The Commodification Risk of AI Models

01:22:42 Advantages of Trustless and Deterministic Execution in Crypto

01:29:52 The Financialization Potential of AI in the Crypto Space

01:41:49 The Tipping Point for Decentralized AI: Agents on Blockchain

Disclosures

Smokey The Bera: Berachain Is A Playground for Infinite Economic Games

Wed, 19 Jun 2024 10:01:00 -0400

Berachain is an EVM-compatible L1 blockchain powered by Proof-of-Liquidity. Users earn the native token, BGT, by providing liquidity to applications on the chain. Join us as we speak to Berachain's cofounder on how the chain works, it's liquidity framework and the roadmap ahead! Smokey's Twitter: https://x.com/SmokeyTheBera Chapters 00:00 Introduction 08:37 Overview of Berachain: EVM-Compatible L1 Blockchain 16:03 Incentivizing Liquidity and Applications on Berachain 25:49 Combining Security and Liquidity on Berachain 28:07 Tying Liquidity to Security 30:31 Curating Applications in DeFi, Gaming, and Social 34:42 Raising Funds and Expanding Internationally 45:28 Attracting Established Projects and Supporting Struggling Applications 54:01 Incentive Design, Launch Plans, and Supporting the App Layer Ecosystem

Disclosures

Rossen Yordanov: Azuro’s Role in the Future of Prediction Markets

Mon, 17 Jun 2024 16:46:51 -0400

Rossen Yardanov, a core contributor to Azuro protocol, discusses the challenges and potential of prediction markets in the crypto space. He explains why prediction markets haven't taken off in the past and how Azuro is addressing these issues. Azuro is focused on making passive liquidity work in prediction markets, allowing anyone to play the role of the house and counter bets. They are also working on decentralizing the Oracle solution and improving dispute resolution. Azuro aims to be a middleware protocol that connects to any chain and provides tooling for builders to create prediction market applications easily. They are planning to launch their token and further decentralize governance in the future.

Rossen's Twitter - https://x.com/RossToTheFuture Yan's Twitter - https://x.com/yanliberman

Chapters

00:00 Introduction and Background

05:44 Challenges of Liquidity in Prediction Markets

13:19 Addressing Dispute Resolution in Prediction Markets

29:20 Token Launch and Future Plans

Disclosures

Michael Rinko and Kevin Kelly: The Liquidity of Attention Drives Markets & Dictates Winners

Tue, 11 Jun 2024 09:55:22 -0400

The conversation explores the concept of attention as a driving force in the crypto market, particularly in the context of meme coins. It discusses how attention influences demand and behavior, and how it can be a valuable asset in itself. The conversation also touches on the importance of distribution and capturing attention in the success of crypto projects. It examines the role of fundamentals in the market and how attention can drive price and technology improvements. The conversation concludes with a discussion on how crypto has the potential to disintermediate the Web2 model of monetizing attention through the use of tokens. The conversation explores the impact of meme coins and the attention economy on the crypto space. It discusses the beauty of meme coins as they are not trying to be something they are not, and the pure speculation they represent. It also highlights the difficulty of disintermediating incumbents in the web2 space and the importance of the application layer in web3. The conversation delves into the potential of tokens as a new distribution channel and the ability to connect creators with fans. It also explores the role of AI in changing the way we interact with the internet and the potential for AI to disrupt the advertising business models of big tech giants. The conversation concludes with a discussion on the net impact of meme coins and the attention economy on the crypto space.

Kevin's Twitter - https://x.com/Kevin_Kelly_II Michael's Twitter - https://x.com/mrink0

Chapters

00:00 Introduction and Inspiration for the Report

04:25 The Long-Term Value of Attention

09:44 Distribution Channels and Capturing Attention

23:40 Disintermediating the Web2 Model with Tokens

33:38 The Beauty and Speculation of Meme Coins

34:57 The Importance of the Application Layer in Web3

40:16 Tokens as a New Distribution Channel

46:42 The Potential of AI in Changing Internet Interaction

53:40 Debating the Net Impact of Meme Coins and the Attention Economy

Disclosures

EigenLayer's Forkable Token System - Bringing Social Truth Onchain

Mon, 20 May 2024 14:24:20 -0400

Eigenlayer is a protocol for decentralized trust, allowing anyone to build new crypto applications without worrying about the source of trust. It enables other protocols to inherit the security of Ethereum by staking ETH and running the Ethereum protocol correctly. Eigenlayer also introduces the concept of Actively Validated Services (AVS), which consume decentralized trust from the Eigenlayer ecosystem. AVSs are verifiable SaaS (Software as a Service) that provide specialized services on top of Eigenlayer. Economic security is crucial for the short-term trust in blockchain systems, while social consensus operates on a longer time scale. The conversation explores the concept of economic security and the role of institutions in managing risks. It discusses the importance of protocols having sharp measured security and the need for regularizing risks in the crypto space. The conversation also delves into the idea of open innovation and the goal of empowering better services. The second part of the conversation focuses on the interplay between objective, subjective, and intersubjective faults in blockchain systems. It explains the need to bring social truth on-chain and the mechanism of forking to determine the true version of a token. The conversation concludes by highlighting the benefits of pooling security and the importance of isolation between financial applications and forking applications. EigenLayer's core premise is to provide decentralized trust to as many different applications as possible. The Eigen token is consumed by AVSs for intersubjective false and intersubjective staking. In the event of a fault, all AVSs must decide which token to follow within a lag period. Forking occurs after the 28-day period, with each AVS switching to one of the two forks. The system ensures that faults are adjudicated by a majority vote among eigenstakers. The AVSs are compensated for any faults, and the system remains secure as long as the transaction value is less than the attributable security. The Eigen token design went through multiple iterations, with the goal of finding the right balance between order and chaos. EigenLayer's view is that decentralized trust is the raw material of the crypto economy, and trustless composability is crucial. The project aims to bridge the gap between short-term utility and long-term merit. The success of EigenLayer's ecosystem was an emergent phenomenon, driven by the principles of reducing capital costs and incentivizing adoption. Sreeram's Twitter - https://twitter.com/sreeramkannan

Chapters

00:00 Introduction to Eigenlayer and Restaking

03:52 Verifiable SaaS: Actively Validated Services

14:31 The Importance of Economic Security

34:09 Managing Risks and Ensuring Economic Security

36:01 Open Innovation and Better Services

45:26 The Importance of Unit Matching in Economic Security

54:23 Bringing Social Truth On-Chain through Forking

01:03:53 Pooling Security and Elastic Scaling

01:07:31 Isolation: Maintaining Trust and Avoiding Centralized Influence

01:08:26 Decentralized Trust and the Eigen Token

01:09:25 Forking and Adjudication in EigenLayer

01:10:52 Balancing Order and Chaos in the Eigen Token Design

01:14:11 Bridging Short-Term Utility and Long-Term Merit in EigenLayer

Disclosures

Arthur Hayes, Kyle Samani and Cindy Leow: Drift Protocol and the Future of DeFi

Fri, 17 May 2024 08:11:04 -0400

In this episode of the Delphi podcast, the co-founders of Drift Protocol, Cindy Leow, along with Arthur Hayes and Kyle Samani, discuss the vision and development of Drift, as well as the future of DeFi. They highlight the importance of censorship resistance and access to financial markets for all individuals, regardless of their location. They also discuss the advantages of building on Solana and the challenges of operating an app chain. The conversation covers topics such as cross-margin and cross-collateral, the democratization of finance through DeFi, the potential of tokenizing real-world assets, and the value of meme coin derivatives. The episode concludes with a discussion on the future of Drift, including plans for faster transactions and the internalization of MEV. The conversation covers various topics related to decentralized finance (DeFi) and the current state of the crypto market. The speakers discuss the advantages and challenges of decentralized exchanges (DEXs) compared to centralized exchanges, the potential for stablecoin innovation, the growth of DeFi, and the future of the crypto market. They also touch on the upcoming token generation event (TGE) for Drift Protocol. Cindy's Twitter - https://twitter.com/cindyleowtt Arthur's Twitter - https://twitter.com/CryptoHayes Kyle's Twitter - https://twitter.com/KyleSamani

Chapters

00:00 Introduction and Backgrounds

04:21 The Vision for DeFi

08:37 The Importance of Censorship Resistance and Access to Financial Markets

12:56 The Evolution of Drift Protocol

19:03 The Rise of Meme Coin Derivatives

21:19 Exploring Faster Transactions and MEV Capture

23:42 App Chain vs Monolith: Trade-offs and Considerations

26:58 The Future of Drift: Financializing Assets and Improving User Experience

30:48 The Value of Building on an L1 like Solana

31:43 The Advantages and Challenges of DEXs

34:39 The Potential for Stablecoin Innovation

38:03 The Growth of DeFi and Improving the Trading Experience

47:23 The Future of the Crypto Market

50:46 The Impact of Token Vesting Schedules

56:30 Factors Influencing the Crypto Market

Disclosures

David Johnston: Morpheus's Fair Launch Attracts $400M in stETH to Build Network of AI Agents

Thu, 02 May 2024 11:15:51 -0400

David Johnston discusses the Morpheus project, which aims to build a free future by providing individuals with their own personal AI. The project attracted significant interest and support through a fair launch, where users could stake their ETH and contribute to the project in exchange for tokens. The Morpheus network acts as a coordination platform between personalized AIs and a global network of services. The network uses a smart agent rank algorithm to recommend the best smart agents for specific tasks based on factors like reputation and usage. The fair launch model and token economics of Morpheus have attracted attention and may inspire other projects to adopt similar approaches. Morpheus Network has different buckets for rewarding contributors, including the code bucket, compute bucket, community bucket, capital bucket, and protection fund bucket. The code and compute buckets are important for providing value to the network. The code bucket rewards those who build the platform, while the compute bucket rewards those who provide computing resources. The community bucket rewards the builders of smart agents, and the capital bucket rewards those who provide capital. The protection fund bucket is for handling audits, bounties, and recovering from attacks. The network aims to strike a balance between proof of stake and proof of work. David's Twitter - https://twitter.com/DJohnstonEC Chapters

00:00 Introduction to Morpheus and its Goals

03:18 The Fair Launch Model and Attracting Support

05:16 The Role of the Morpheus Network

10:29 The Smart Agent Rank Algorithm

25:53 Understanding the Reward Mechanism

31:08 Rewarding Smart Agents and Compute Providers

34:56 Directing Rewards with Morpheus Token Holders

38:45 Creating an Ecosystem for Developers

45:01 Rewarding App Builders and Preventing Centralization

46:28 The Potential of Decentralized AI Models

Disclosures

Michael, Ming and Jason of 0G Labs: Building A Modular Chain Specifically for AI

Mon, 29 Apr 2024 09:16:39 -0400

0G Labs is building the world's first modular AI chain that enables on-chain storage of training data, models, and the entire stack for crypto AI. Their DA layer provides high throughput and scalability, with a performance difference of 50,000 times better and 100 times cheaper than existing solutions. They aim to achieve Web2 parity on-chain for AI and promote transparency, traceability, and democratization of AI. 0G Labs is focused on making AI a public good and ensuring verifiability and alignment of models. Their roadmap includes launching the base infrastructure, introducing custom consensus, and expanding AI support and capabilities. Michael's Twitter - https://twitter.com/mheinrich

Ming's Twitter - https://twitter.com/spark_ren

Jason's Twitter - https://twitter.com/zenghbo Chapters

00:00 Introduction

17:42 The DA Layer: High Throughput and Scalability

29:13 Promoting Transparency and Democratization of AI

38:54 Differentiators of Zero G Labs

51:28 Roadmap and Future of Crypto AI

Disclosures

Andrej Radonjic: Grass's Two Million Data Scraping Users Enabling Crypto x AI on Solana

Mon, 22 Apr 2024 11:32:40 -0400

GRASS (GetGrass.io) is a viral crypto AI project built on Solana that aims to scrape and validate internet data for AI training. The name 'GRASS' was chosen for its memeability and metaphors. The project addresses the scarcity of quality data and the control of web data by a few companies. It also tackles the unfairness of companies scraping data from residential networks without compensating users. GRASS is a network of 2 million devices that scrape and clean web data in real-time. The data collected by GRASS can be used for training specialized AI models, fine-tuning models, and real-time inference. GRASS is a web scraping protocol that aims to democratize access to public web data and enable the creation of AI models. The protocol allows users to download a browser extension or mobile app that scrapes data from websites and contributes it to the GRASS network. The data is then validated and stored on a decentralized network of nodes. GRASS aims to provide transparent and verifiable data, ensuring fairness and preventing bias in AI models. The protocol is built on the Solana blockchain for its speed, scalability, and innovation. Andrej's Twitter - https://twitter.com/0xdrej Chapters 00:00 - Introduction to GRASS

17:00 - Utilizing GRASS Data for AI Models and Inference

26:04 - Amassing Users and the Mission of GRASS

34:26 - Transparency and Privacy in Data Collection

44:36 - Tracking and Authenticating Data Sources

55:05 - Representing Every Region and Culture Disclosures

Decentralization Unleashed: The Astria Approach to Rollup Sequencing

Thu, 18 Apr 2024 11:05:52 -0400

Josh, the co-founder of Astria, discusses the journey from data availability layers to building a shared sequencer network. He explains the concept of shared sequencing and its advantages, such as amortizing the cost of engineering and providing a competitive experience for rollup developers. He also addresses the trade-offs and constraints of using a shared sequencer, including the block time and potential lock-in. Josh highlights the target market for shared sequencers and the potential value accrual in a world where multiple rollups tap into the same shared sequencer. Astria is focused on building a shared sequencer for rollups, which allows for faster and more cost-effective transactions. The market is still evaluating the cost and security trade-offs of shared sequencers versus centralized providers. The architecture of a shared sequencer relies on a distributed network, but it remains to be seen if it can be cost-competitive in the market. There is also an ideological question of where to draw the line between a developer building an app-specific rollup on a centralized sequencer and writing to a base layer. The landscape of optimistic rollups versus ZK rollups is constantly evolving, with ZK technology progressing significantly. Base sequencing refers to rollups that are purely dependent on the block producers of the L1, while shared sequencing involves a separate sequencing layer. Astria's go-to-market strategy involves vertically integrating and building their own rollups on top of the shared sequencer to demonstrate its viability. ⁠Josh's Twitter - https://twitter.com/Jskybowen Chapters 00:00 Introduction and Background 17:14 Target Market for Shared Sequencers 25:11 Value Accrual in a World with Shared Sequencers 32:41 The Evolving Landscape of Optimistic Rollups and ZK Rollups 44:11 The Definition and Challenges of Base Sequencing 50:41 Astria's Go-to-Market Strategy: Vertically Integrating and Building Their Own Rollups Disclosures Disclosures: 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.

Gui Laliberte and Avichal Garg: Integral's Accounting Suite Driving Backoffice to Zero

Tue, 16 Apr 2024 09:10:57 -0400

Integral is a financial operations and accounting platform for companies with Web3 assets. It simplifies financial workflows and provides real-time access to financial information. The platform saves businesses time and frustration by automating tasks such as bookkeeping, payroll, and payments. Integral enables companies to manage their crypto assets, track transactions, and generate financial statements easily. It also facilitates global operations, complex money flows, and multiple asset classes. The platform is part of the larger transformation in capital formation and the redefinition of companies in the Web3 era. Integral is an accounting software for the future of composable Web3 companies. It aims to facilitate the operations of businesses beyond just accounting, including tax, payments, payroll, and financial planning. By providing accurate and real-time data on business finances, Integral enables founders and large corporations to make better decisions and manage their assets more effectively. The platform also offers benefits such as reducing the need for internal controllers, automating processes, and improving efficiency. Integral serves a range of clients, including startups, large brands like Nike, and VC firms. The company is also exploring the use of AI to enhance legibility and provide proactive recommendations.

Chapters

00:00 - Introduction and Background

08:39 - Overview of Integral and its Benefits

31:25 - The Composable Nature of Integral in the Web3 Era

45:13 - Enhancing Legibility and Providing Proactive Recommendations with Integral

Disclosures

Disclosures: 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. Delphi’s transparency page can be viewed ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.

Tory Green: io.net’s 500,000 GPUs Powering Crypto x AI on Solana

Mon, 08 Apr 2024 14:14:07 -0400

io.net is a distributed training and inference project built on Solana. They aim to solve the problem of the GPU shortage in the AI industry by building a decentralized network that connects underutilized GPUs from multiple sources. Ionet uses clustering technology to combine GPUs from different geographic locations, allowing for more efficient and cost-effective AI compute. They are attracting both web2 and web3 customers, with a focus on inferencing, which makes up the majority of the market. The goal is to decentralize the AI ecosystem and prevent big tech companies from controlling all aspects of AI. io.net is a decentralized AI network that provides GPU compute power for AI workloads. They are focused on solving the compute aspect of decentralized AI and offer a network of choice for users to perform inference, fine-tuning, and training. The team is driven by a sense of urgency and executes quickly, following operational best practices. They have a disciplined go-to-market approach, targeting Series A to seed-generated AI companies. io.net aims to be the currency at the center of decentralized AI and is exploring the possibility of building a decentralized model marketplace and expanding into other areas like gaming and zero knowledge.

Tory's Twitter

Chapters

00:00 Introduction to Ionet

01:03 Solving the GPU Shortage

13:24 Attracting Web2 and Web3 Customers

27:51 Building a Decentralized Model Marketplace

29:47 The Role of Crypto in Incentivizing Participants

32:37 Easy Onboarding for GPU Workers

34:00 Organic Demand and Onboarding Sales Process

37:20 Choice and Flexibility in Compute Options

43:22 Conquering the Three Key Stakeholders in Decentralized AI

Disclosures

Degen Chain and L3s: What's Next

Wed, 03 Apr 2024 15:34:32 -0400

The conversation explores the concept of Layer 3 (L3) blockchains and their potential impact on the crypto industry. L3s offer unlimited customizations with near-zero gas fees, allowing for limitless creativity and experimentation. The discussion focuses on Degen, a community built on the L3 chain, and its journey from a tipping functionality on Forecaster to launching its own L3. The founders of Syndicate, the team behind Degen's L3, explain the need for L3s and the benefits they provide to different types of applications. The conversation also touches on the future of L3s and the potential for further customization. Degen Chain, an L3 solution built on top of Ethereum, offers low gas fees and customization options for developers. The ability to customize blockchains is seen as a powerful feature, and Degen Chain aims to pull customizations from startups specializing in that space. L3s are designed for customized functionality, while L2s are for scaling. Interoperability between L3s is a vision that many in the space are pursuing, and there are different approaches to achieving it. The security and value capture of Ethereum are important considerations, but the focus should be on usage and adoption. Degen Chain is just the beginning, and there is excitement about the future development and growth of on-chain communities.

Chapters

00:00 Introduction and Disclosures

01:06 Understanding Layer 3 (L3) Blockchains

11:50 Benefits of L3s for Different Types of Applications

29:18 Degen Chain: Low Gas Fees and Customization

31:06 L3s vs L2s: Customized Functionality vs Scaling

32:04 Interoperability: A Vision for L3s

34:32 Usage and Adoption: The Key Metrics

36:30 The Future of On-Chain Communities

Disclosures

Nous Research: Crypto x AI Masterclass, 30 Million Model Downloads, Bittensor Subnets and Launching a Matrix Style World Simulator

Sat, 30 Mar 2024 09:43:12 -0400

In this conversation, Jeff from Nous Research discusses their work on open source models and the BitTensor subnet. They address the challenges of ranking models on platforms like Hugging Face and the need for a more reliable and commercially viable model ranking system. Nous Research has developed Nous Hermes, an open source model that can be fine-tuned to follow specific instructions. They also created the BitTensor subnet, which allows developers to submit their models and rank them against synthetic data generated by GPT-4 and Claude. The goal is to approximate the state-of-the-art models and incentivize the creation of high-quality models. The conversation explores the potential of synthetic data generation, the future of model selection, the world simulator and amorphous applications, the intersection of AI and crypto, concerns and risks in the crypto AI space, the inevitability of AGI, the role of crypto in AI, regulation and over-regulation in crypto AI, the potential interaction between AGI and centralized systems, proof of personhood and verifying authenticity, and Nous Research's mission and focus.

Jeffrey's twitter

Chapters

00:00 Introduction to Noose Research and Open Source Models

07:12 Overview of Nous Hermes and Fine-Tuning Models

26:30 Challenges with Open Source Models and the Need for BitTensor

32:10 Ranking and Reputation in BitTensor Subnet

34:27 Approaching GPT-4 with BitTensor

37:42 The Potential of Synthetic Data Generation

39:07 The Future of Model Selection

41:29 The World Simulator and Amorphous Applications

44:48 The Intersection of AI and Crypto

48:32 Concerns and Risks in the Crypto AI Space

51:17 The Inevitability of AGI

53:35 The Role of Crypto in AI

56:01 Regulation and Over-Regulation in Crypto AI

58:52 The Potential Interaction Between AGI and Centralized Systems

01:05:24 Proof of Personhood and Verifying Authenticity

01:10:04 Nous Research's Mission and Focus

01:12:26 Attracting AI Developers to Nous Research

Disclosures

ETH Denver Crypto x AI Panel: Casey Caruso, Colin Gagich and Vassilis Tziokas

Wed, 13 Mar 2024 13:15:14 -0400

Recorded Live at ETH Denver 2024, this conversation explores the intersection of crypto and AI, discussing the need for decentralized AI models and the challenges of achieving this. The participants highlight the importance of keeping AI open and driven by people, rather than organizations. They discuss the potential of blockchain and Web3 technology to enable new business models and address the limitations of centralized AI companies. The conversation also touches on the role of incentives and tokens in driving innovation in the crypto AI space. The discussion concludes with an examination of BitTensor and the potential for future advancements in crypto AI. The conversation explores various themes related to the intersection of crypto and AI. It discusses the value of outside judgment in rating AI systems, the concept of a hive mind, and exciting use cases in the crypto and AI space. The projects AGI Guild and Morpheus are highlighted, along with the decentralized data warehouse Space and Time. The potential of utilizing unused data in DeFi protocols and the decentralized chat GPT platform MyShell.ai are also discussed. Concerns about OpenAI's dominance, the collaboration between Web2 and Web3, and the concept of zero party data are explored. The conversation also touches on the potential of data DAOs and crowdsourcing, the idea of minimum viable centralization, and the inflection point of decentralized AI and compute. Tangible innovation in ZKML and decentralized data, the importance of edge compute, and the need for decentralized inference are further examined.

Chapters

00:00 Introduction and Background

01:54 The Need for Crypto and AI

06:29 Challenges of Decentralizing AI

09:18 Building Better Models with Web3

13:31 Innovation and Value in Crypto AI

19:11 BitTensor and the Future of Crypto AI

24:18 The Value of Outside Judgment

25:14 The Concept of a Hive Mind

25:43 Exciting Use Cases at the Intersection of Crypto and AI

26:33 AGI Guild and Morpheus Projects

27:32 Space and Time: Decentralized Data Warehouse

29:26 Utilizing Unused Data in DeFi Protocols

29:53 Decentralized Chat GPT with MyShell.ai

30:48 Concerns about OpenAI's Dominance

34:00 Web2 and Web3 Collaboration

35:11 The Concept of Zero Party Data

37:30 The Potential of Data DAOs and Crowdsourcing

38:06 Minimum Viable Centralization

40:29 The Inflection Point of Decentralized AI and Compute

43:45 Tangible Innovation in ZKML and Decentralized Data

45:35 The Importance of Edge Compute

46:30 The Need for Decentralized Inference

Disclosures

Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI

Fri, 08 Mar 2024 10:23:40 -0500

In this episode, Tommy and Santiago interview Ethan Sun, the co-founder of MyShell, a decentralized platform for creating and staking AI native applications. They discuss the evolution of AI over the past decade, the importance of consumer-facing applications, and the potential for AI to enhance daily life. Ethan explains how MyShell empowers creators to easily build AI experiences and the role of incentives in the platform's ecosystem. They also explore the future of MyShell, its competition, and the scalability challenges in the AI crypto space. In this conversation, Ethan Sun, the co-founder of MyShell, discusses the future of AI agents and the potential for personalized AI companions. He explores the idea of AI agents that understand individual needs and can perform tasks without explicit instructions. The conversation also touches on the improvement of underlying models and the role of human feedback in reinforcement learning. Ethan shares his thoughts on the differences between OpenAI and Crypto AI and the potential for crypto to empower the open source community. He discusses MyShell's end game and the importance of creators in the platform. The conversation concludes with a discussion on the challenges of incentivizing different parties within the system.

Takeaways

MyShell is a decentralized platform for creating and staking AI native applications.
The focus of MyShell is on consumer-facing applications that enhance daily life.
The platform makes it easy for non-technical creators to build AI experiences without coding.
Incentives play a crucial role in the MyShell ecosystem, rewarding creators and users for their contributions. The future of AI agents lies in personalized companions that understand individual needs and can perform tasks without explicit instructions.
Improving underlying models and gathering human feedback are crucial for enhancing AI agents and reinforcement learning.
Crypto AI has the potential to empower the open source community and provide incentives for creators to monetize their work.
MyShell aims to create a platform that enables creators to build personalized AI applications and attract a wide range of users.
The hardest party to incentivize within the system is the creators, who play a crucial role in unifying models, users, and stakeholders.

Chapters

00:00 Introduction and Background

03:01 The AI Stack and MyShell's Focus

07:01 Creating AI Experiences on MyShell

09:47 Easy Creation of AI Experiences

12:45 Applying Incentive Models to AI

16:34 Incentivizing Creators and Users

27:41 Competition and Differentiation

32:41 Web2 vs Web3 and Scalability

39:42 The Future of AI Agents

42:23 Improving Underlying Models and Data

45:04 Creators' Ideas and Applications

48:42 OpenAI vs. Crypto AI

51:09 Crypto's Impact on Open Source

56:02 MyShell's End Game

01:00:08

AGI and Human Feedback

01:04:19 Ratio of Creators to Users

01:06:40 Excitement and Concerns about Crypto AI

01:09:47 Incentivizing Supply and Demand

01:10:16 The Importance of Rules and Restrictions

01:12:04 Blockchain Infrastructure and Deployment

01:14:17 Hardest Party to Incentivize

Disclosures

Orkun Kilic: Technical Dive Into Citrea, Bitcoin's First Zk-Rollup

Fri, 01 Mar 2024 06:20:25 -0500

In this podcast, we dive deep into the world of Bitcoin scalability solutions with Orkun Kilic, the co-founder and CEO of Chainway Labs, the company behind Citrea - Bitcoin's first zero-knowledge (ZK) rollup.

Orkun provides a detailed background on the journey that led to the creation of Citrea, explaining how recent upgrades to Bitcoin's protocol like SegWit, Taproot, and the Ordinals protocol paved the way for new possibilities by enabling arbitrary data storage on the blockchain. This opened up a design space for building scalable layer 2 solutions on top of Bitcoin.

The core innovation behind Citrea is the use of ZK proofs and the groundbreaking BitVM (Bitcoin Virtual Machine) primitive to create a trust-minimized bridge between Bitcoin's base layer and the Citrea rollup. Orkun goes into the technical depths of how BitVM works, allowing off-chain virtual machine computations to be proven valid on Bitcoin's blockchain through an interactive fraud proof verification game.

Citrea's EVM compatibility and the plan to attract developers by tapping into Bitcoin's trillion-dollar liquidity are covered in-depth. Orkun envisions Citrea becoming a "programmable liquidity layer" enabling DeFi protocols, stablecoins, and innovative decentralized applications while inheriting Bitcoin's security and decentralization.

With its comprehensive technical insights and forward-looking perspectives, this episode is for anyone interested in the future of programmable money on Bitcoin.

Key Links

Citrea: https://citrea.xyz

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Bitcoin, Citrea, ZK Rollup, Scalability, BitVM, Optimistic Bridge, BTC, Programmable Liquidity, Developer Ecosystem, DeFi, Stablecoins, Decentralized Applications, Turing-Complete, Trust-Minimized, Ordinals, Taproot, SegWit, Data Compression, State Diffs, Throughput, Adoption, Ethereum, Layer 2 (L2), Chainway,

Keith Singery: A Conversation with an Extremely Knowledgeable Bittensor Validator

Tue, 20 Feb 2024 10:49:05 -0500

In this episode, Keith Singery, a prominent validator and thought leader in the Bittensor ecosystem sits down with Tommy and Michael to share his unique perspective on the project's mission to democratize AI and create a decentralized alternative to the centralized models dominating the field.

They delve into the intricate dynamics of Bittensor, including the incentive mechanisms that fuel the network's miners and validators, the potential for a "Cambrian explosion" of specialized AI models, and the vision of a future where individuals can customize their own AI assistants tailored to their needs and values.

Keith passionately argues for the necessity of decentralized AI as a counterweight to the increasing control of tech giants over our access to information and the shaping of our worldviews. Drawing parallels to the open-source software movement, he paints a compelling picture of a world where the intelligence landscape is shaped by the collective efforts of the many, rather than the dictates of the few.

This wide-ranging conversation touches on fascinating topics such as the potential for AGI to emerge from decentralized networks, the role of crypto incentives in driving AI development, and the challenges of monetizing the Bittensor ecosystem.

Whether you're a crypto enthusiast, an AI aficionado, or simply someone intrigued by the cutting edge of technology, this episode offers a thought-provoking glimpse into the future of decentralized intelligence.

Key Links

Bittensor: https://bittensor.com
Keith’s Podcast: https://bittensor.guru

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Bittensor, Decentralized AI, Open-Source Models, Incentive Mechanisms, AGI, Democratizing AI, Crypto Incentives, AI Monetization, Keith Singery, BitTensor Validator, AI Ethics, Customizable AI Assistants, Michael Rinko, Tommy Shaughnessy, TAO, AI, ChatGPT, OpenAI, Crypto, $TAO, #TAO.

Keone Hon of Monad: 10,000 TPS & Full EVM Equivalence - A New Era for Ethereum Apps

Tue, 13 Feb 2024 05:00:00 -0500

In this episode, Keone Hon dives deep on Monad, a high-performance Ethereum-compatible layer 1 blockchain focused on delivering high performance and drastically lower transaction costs.

We discuss Monad's key technical innovations like MonadBFT consensus, parallel execution, and a custom database enabling 10,000+ TPS. Keone explains how these breakthroughs allow complex 100K gas transactions costing just a fraction of a cent, 100x cheaper than even leading Layer 2s.

We also explore how Monad achieves this while maintaining decentralization and a rich developer experience via full EVM equivalence. Tune in to learn why Monad could be a game changer for builders and users looking maximize performance and minimize costs.

Key Links

Monad: https://www.monad.xyz

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

As an additional disclosure, Tom Shaughnessy the host is an angel investor in Monad.

Keywords

Monad, Keone Hon, EVM, Layer 1, high performance, low cost transactions, Ethereum Virtual Machine, EVM compatible, parallel execution, consensus, decentralization, developers, Monad xyz, Tommy Shaughnessy, Delphi Digital, Delphi, Crypto, Cryptocurrency, Ethereum,

Simon Harman: Chainflip's Cross-Chain Swaps Enable Crypto's On-Chain Future

Fri, 02 Feb 2024 09:44:42 -0500

Simon Harman, founder of decentralized cross-chain swap protocol Chainflip, joins us for an in-depth discussion on the future of trading in crypto.

We cover the motivation behind building a decentralized exchange focused on major layer 1 assets like Bitcoin and Ethereum, the technical challenges with supporting Bitcoin, and how ChainFlip achieves fast, no-slippage swaps.

Simon explains ChainFlip's advanced liquidity architecture including the JIT AMM, which allows liquidity providers to bid on trades in real-time. We discuss the debate around active versus passive liquidity and why active liquidity management is essential for competitive pricing.

Looking at sustainability and security, Simon shares his views on how to define profitability for DeFi protocols and how ChainFlip captures value to incentivize FLIP token holders. He also walks us through ChainFlip’s extensive testing and processes to prevent hacks.

With cross-chain interoperability on the rise, we get Simon’s thoughts on the app chain thesis and why application-specific blockchains have advantages over generalized smart contract platforms.

Key Links

Chainflip: https://chainflip.io

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Decentralized exchange, DEX, Cross-chain swaps, Bitcoin swaps, Ethereum swaps, Trading, Liquidity, Tokenomics, Sustainability, Security, ChainFlip, Simon Harman, Tommy Shaughnessy, Can Gurel, Crypto, Cryptocurrency, Cross Chain, Exchange, Bitcoin, Ethereum,

Logan Jastremski: Solana vs Celestia's Endgame and The High Throughput Blockchain Thesis (In Person Episode)

Tue, 23 Jan 2024 10:06:52 -0500

Logan Jastremski, Co-founder of Frictionless Capital, sits down for an in-person podcast with Tommy to discuss scaling solutions for high throughput blockchains. They dive into integrated chains like Solana versus modular approaches like Celestia, balancing decentralization and performance, Layer 2 rollups, the differences between downtime and reorgs, and more. Logan breaks down his views from a first principles perspective and where he thinks the infrastructure is heading long-term.

Join them as they unravel the future of high throughput blockchains through an enlightening exchange of ideas and expert analysis.

Key Links

Frictionless Capital: https://www.frictionless.fund

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital

Disclosures

Keywords

crypto, blockchain, decentralisation, censorship resistance, transaction speeds, scalability limitations, data availability sampling, throughput bottlenecks, layer 2 rollups, sharding, virtual machines, consensus mechanisms, nakamoto coefficients, nodes, amortisation, sustainability, solana, celestia, high throughput, logan jastremski, frictionless, frictionless capital, high throughput blockchain scaling, intergrated chains,

Ethena Labs: Fully Collateralized Stable Coin That Can Deliver Double Digit Organic Crypto Native Yield

Thu, 18 Jan 2024 13:53:35 -0500

Guy Young joins Delphi Ventures' Yan Liberman to discuss Ethena’s novel approach to creating a stablecoin that is censorship-resistant, scalable, and yield-generating.

We explore how Ethena achieves these goals through a crypto-native stablecoin called USDE that generates yield by collateralizing staked ETH and shorting ETH futures. The conversation provides unique insight into the mechanics and incentives underlying USDE's design.

We also discuss second-order implications of the product capturing significant market share in the future and explore pathways for further decentralization over time. The episode sheds light on an innovative stablecoin built to be resilient across market cycles. It serves as a fascinating case study on the delicate balance between pragmatism and principles in crypto design. We also touch on future opportunities to integrate USDE's outsized yields into DeFi protocols in synergistic ways as adoption grows.

Key Links

Ethena Labs: https://www.ethena.fi

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

stablecoin, yield farming, ethereum staking, futures basis trading, dual asset collateralization, decentralized finance (DeFi), total value locked (TVL), market resilience, open interest, cryptocurrency adoption, tokenomics, crypto derivatives, lending protocols, money markets, fixed income, decentralized governance, stablecoin regulations, tether, market share, proof of stake economics, staked cryptoassets, USDE, ethena, ethena labs, USDC,

Nick Emmons: Crypto x AI Will Change The Fabric of Society and DeFi Powered AI Is the First Step

Mon, 15 Jan 2024 09:55:52 -0500

AI innovation is accelerating rapidly, but centralized control threatens equitable access and distribution. Can decentralized coordination unlock AI's full potential?

We explore this question with Upshot CEO Nick Emmons on his mission to decentralize AI models and architect mechanisms for specialized models to work together.

We dive into Upshot's network architecture, machine learning pricing models for NFT valuations and DeFi, reimagining incentives and IP protections, challenges facing decentralized models, and whether crypto startups can realistically compete against data and talent-rich Big Tech.

Get Nick's forward-looking view on if decentralization can reshape access, power, and innovation in AI - as well as predictions on AGI evolution timelines and crypto's role in advancing an open and participatory AI future.

Don't miss this forward-looking glimpse into the AI decentralization uprising from one of its leading voices.

Summary:

The vision and roadblocks for decentralizing AI models outside of Big Tech's walled gardens
Architecting coordination mechanisms for specialized AI models to work together
Reimagining the crypto-AI stack from data to models to applications
Ensuring model IP protections while enabling collective intelligence
Who wins? Evaluating if crypto startups can realistically compete against AI giants
Predictions on AGI timelines and decentralization impacting access

Key Links

Upshot: https://upshot.xyz

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Additional disclosure: Upshot is a Delphi Ventures portfolio comp

Keywords

Decentralized AI, AI centralization, crypto vs Big Tech, decentralized AI models, AI coordination mechanisms, crypto AI stack, financial AI models, NFT valuations, AI incentives, model IP protection, collective intelligence, specialized AI models, verifiable AI, generative AI models, AI infrastructure, AI applications, AI, UpShot, BitTensor, Nick Emmons, Delysium, AGI, TAO, Proof of Alpha, NFT, DeFi, DePin

Ala Shaabana: Beyond the OpenAI Silicon Valley Echo Chamber: Decentralizing AI with Bittensor

Tue, 21 Nov 2023 15:14:54 -0500

Ala Shaabana joins us to discuss the compelling vision behind Bittensor - a decentralized network aiming to democratize access to AI models and development. He provides an inside look at the technical architecture and incentives powering this novel system.

We delve into recent events highlighting flaws in centralized AI governance, using OpenAI's board drama as a case study. Ala contrasts this with Bittensor's community-driven approach to align AI progress with shared human values.

Beyond technical details, we explore philosophical questions around AI development pathways. Ala weighs a future of continued concentration in big tech versus decentralized progress through platforms like Bittensor. He makes a thoughtful case for the latter route to drive innovation equitably.

Touching on applications built atop Bittensor, intriguing use cases emerge from specialized subnets meeting localized needs unattainable via generalized models from a single provider. Ala sees room for growth across research, commercial applications and hobbyist experimentation alike.

He also discusses Bittensor's roadmap to dissolve its own foundation over time, completing the decentralized vision through demonstrable self-governance. This podcast provides a window into next-generation infrastructure springing up to unlock AI's benefits to society in an inclusive way.

Show Notes

Website: bittensor.com

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

BitTensor, Ala Shaabana, Decentralized AI, AI Governance, Validator, Miner, Subnet, OpenAI, TAO Token, $TAO, AI, Bitcoin, Ethereum, Crypto Exchange, Digital assets, Decentralization, Crypto Regulation, Crypto Investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency Adoption, Future of money, Financial Freedom

Robert Leshner: Superstate's Strategy of Integrating Trillions in Real-World Assets into DeFi

Mon, 13 Nov 2023 09:05:36 -0500

Robert Leshner has been at the forefront of DeFi since founding Compound in 2017. Now he's on a mission to bridge traditional finance and crypto with his new venture, SuperState.

In this episode, Robert provides an inside look at SuperState's plans to tokenize real-world assets like US Treasuries, allowing crypto protocols to access their yields. He explains why asset tokenization has been slower than expected, citing lack of demand for esoteric assets targeted in early experiments.

They discuss how Treasuries are an ideal first asset class to tokenize due to high investor demand and yields above what's available on-chain today. Robert believes bringing real-world assets on-chain will transform finance by making them programmable and composable.

Reflecting on lessons from Compound, Robert explains how SuperState is taking an institutional investor-focused approach from the start. He also shares his perspective on the current DeFi landscape and what he looks for when investing in early-stage founders.

Robert provides unique insights only someone of his experience could offer. He remains focused on the big picture - bridging TradFi and crypto to expand what's possible in DeFi.

Show Notes

Website: Superstate
Email: info@superstate.co

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Tokenization, T-Bills, Yield, Real World Assets, Compound, SuperState, DeFi, Crypto, Treasuries, Blockchain, Bitcoin, Ethereum, Crypto Exchange, Digital assets, Decentralization, Crypto Regulation, Crypto Investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency Adoption, Future of money, Financial Freedom

Chris Burniske: The Solana Thesis, Wisdom From Building Placeholder and The Psychology of Investing

Mon, 06 Nov 2023 12:01:08 -0500

How do experienced crypto investors analyze and adapt their strategies over time? Get insights from Chris Burniske, partner at Placeholder VC, on the firm's journey investing in crypto networks.

From Bitcoin's early days to Ethereum's rise and now Solana, Chris explains their evolving philosophy. He shares thoughtful perspectives on building founder relationships, managing liquidity, evaluating growth vs. value, and more.

For investors interested in understanding crypto networks, this episode provides an insider's view on crypto venture investing. Join the conversation!

Show Notes

Placeholder

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Venture Capital, Crypto Investing, Bitcoin, Ethereum, Solana, Liquidity Events, Founder Relationships, Network Effects, Growth Strategy, Placeholder, Value Strategy, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom

Steven Goldfeder & Ed Felten: A 2014 Classroom Idea to The $10B Scaling Technology Arbitrum, ZK Technology Flaws and Interactive Fraud Proofs

Tue, 31 Oct 2023 09:33:40 -0400

Co-founders of Offchain Labs, Ed Felten and Steven Goldfeder take us back to 2014, when a classroom idea sparked their vision for scaling before Ethereum even launched.

Learn why they believe interactive fraud proofs provide unparalleled security guarantees compared to ZK-rollups, and dive into how these fraud proofs technically work.

Gain valuable perspective from Felten and Goldfeder on the flaws plaguing zero knowledge proofs and the overly optimistic claims made about their capabilities.

Whether you're a developer evaluating layer 2s or an investor tracking the scaling wars, don't miss these insights from pioneers in the space who've been thinking about these problems longer than almost anyone else.

Socials

Follow Delphi Digital

Website: ⁠⁠⁠https://members.delphidigital.io/home⁠⁠⁠
Twitter: ⁠⁠⁠https://twitter.com/Delphi_Digital⁠⁠⁠
Youtube: ⁠⁠⁠https://www.youtube.com/@Delphi_Digital⁠⁠

Disclosures

Keywords

Ethereum, Scaling, Layer 2, Rollups, Arbitrum, Optimistic rollups, ZK rollups, ZK Proofs, Fraud proofs, Decentralization, Sequencer, Proof Systems, Ethereum Future, Web3 Scaling, Cryptocurrency, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom

Eli Ben-Sasson: Starkware as End-Game ZK Technology, The Pros and Cons of Launching ZK on Ethereum and Optimistic Rollup Concerns

Thu, 28 Sep 2023 08:45:06 -0400

Eli Ben-Sasson, Co-founder and President of StarkWare, joins this podcast episode to discuss scaling blockchains like Ethereum with ZK proofs and validity rollups. He provides an in-depth look at how StarkWare is using its Cairo language and ZK-VM to enable scalability, privacy, and computational integrity on Ethereum. Topics covered include:

The role of Ethereum and validity rollups in the future ZK landscape
Surprises and innovations in ZK proof research
Pros and cons of ZK-EVMs vs ZK-VMs for blockchain scaling
StarkWare's technology for asserting computational integrity
On-chain gaming and other applications uniquely enabled by ZK proofs
Decentralizing the sequencer and Starknet's roadmap
Elliptic curve risks and the need for quantum-resistant proof systems

This episode offers key insights on blockchain scaling and the impact ZK proofs will have on Ethereum and Web3 development. It's essential listening for anyone interested in the technical side of Ethereum and ZK proof adoption.

Show Notes

StarkWare

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Ethereum, ZK Proofs, ZK-STARKs, Zero Knowledge Proofs, Validity Rollups, Starkware, Scalability, Privacy, Cairo, Blockchain Scaling, Ethereum Scaling, ZK-EVMs, ZK-VMs, Computational Integrity, Cryptography, Proof Systems, Ethereum Future, Web3 Scaling, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom

dYdX's Antonio Juliano: The Largest Perpetuals Exchange with $1 Trillion In Cumulative Volume Transitions To A Cosmos Appchain

Mon, 25 Sep 2023 10:39:46 -0400

On this episode of the Delphi Podcast, Tommy and Jose spoke with Antonio Juliano, founder of dYdX, about their goal to build the largest crypto exchange through a focus on decentralization and derivatives trading.

They discussed dYdX's ambitious vision and the risks they are taking to achieve it, including building their own Cosmos-based blockchain called dYdX Chain. Antonio explained how this custom blockchain will allow them to optimize performance and features specifically for trading perpetuals and derivatives.

They also explored dYdX's approaches to decentralizing frontends, reducing MEV, and leveraging order books over AMMs to serve their prosumer crypto trading audience.

Antonio shared his perspective on competition from both centralized and decentralized exchanges, and his views on the future landscape of app chains and blockchain platforms. An insightful conversation about dYdX's technology decisions and product roadmap aimed at disrupting the status quo and becoming a top global crypto exchange over the next 5-10 years.

Show Notes

dYdX

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

dYdX, Antonio Juliano, Cosmos, blockchain, app chains, decentralized exchange, DEX, perpetuals, derivatives, trading, order books, AMMs, DeFi, crypto exchange, centralization, decentralization, frontends, MEV, competition, future, technology, roadmap, product, performance, customization, risks, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom

Anoma's Christopher Goes: Intents Are Real

Mon, 18 Sep 2023 11:40:42 -0400

Christopher Goes, co-founder of Anoma and Nomad, joins Tommy and Can to discuss how he envisions intents becoming the primary interface for blockchain applications.

They explore how Anoma is building an architecture focused on user intents, rather than transactions, and how this enables greater composability, privacy, and flexibility.

Chris provides his unique insight on the evolution of privacy, comparing privacy as an asset, service, and eventually default. They also discuss mechanics of intent pools, liberating users from centralized solvers, and the importance of fungible trust relationships.

Show Notes

Anoma

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Intents, User Intents, Intent-Centric Architecture, Intent Pools, Intent Composability, Counterparty Discovery, Privacy by Default, Privacy as an Asset, Privacy as a Service, Privacy as Default, Zero-Knowledge Proofs, Trust Networks, Reputation Systems, Sybil Resistance, Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), Liquidity Fragmentation, Transaction Fees, Miner Extractable Value (MEV), Front Running, Censorship Resistance, Permissionless Systems, Surveillance Capitalism, Anoma, Nomad, Christopher Goes, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom

Travis Kling: Binance Deep Dive From FTX Survivor

Thu, 07 Sep 2023 10:08:29 -0400

In this episode Tommy is joined by Travis Kling, founder of Ikigai Asset Management, he discusses his investigation into Binance. Travis breaks down the timeline of events at Binance over the past year, including large BTC transfers, executives leaving, and getting banned in multiple countries.

He also explains why he believes there could be a liability mismatch and "hole" in Binance's balance sheet, similar to what happened with FTX, and how this could impact the chances of a Bitcoin spot ETF approval.

Despite his own painful experience with FTX, Travis shares an inspiring message of perseverance and purpose. Are your funds really SAFU? Tune in to find out.

Show Notes

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords

Binance, CZ, Changpeng Zhao, FTX, Bitcoin, Spot ETF, Allegations, Proof of reserves, Travis Kling, Ikigai Asset Management, Perseverance, Binance, CZ, Changpeng Zhao, FTX, Bitcoin, Spot ETF, Allegations, Proof of reserves, Travis Kling, Ikigai Asset Management, Perseverance, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Met

Friend(.tech) or Foe: Coinbase's Base Chain's Uptake, EVM's market share and Catalysts for the Market

Mon, 04 Sep 2023 10:54:18 -0400

Jose, Yan, Duncan and Ceteris discuss the craze of friend.tech, what it is, how it works and what it might bring to the table, as well as talk about Coinbase's new L2 and their views on ETFs, liquidity and the markets.

Subscribe to the Hivemind podcast here

Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here.

Follow Delphi Digital

Website: https://members.delphidigital.io/home

Twitter: https://twitter.com/Delphi_Digital

YouTube: https://youtube.com/@Delphi_Digital

Kyle Samani and Nick White: Are Modular or Monolithic Blockchains The End Game Design?

Fri, 01 Sep 2023 10:31:08 -0400

In this spirited debate podcast episode, Tommy is joined by Kyle Samani, Co-Founder of Multicoin Capital, and Nick White, COO of Celestia Labs, to discuss the future of blockchain infrastructure. Kyle lays out the case for integrated blockchain platforms like Solana and Aptos that optimize for scalability, while Nick argues for the flexibility of modular networks like Celestia.

They dive deep into the core philosophies underpinning modular versus monolithic designs when it comes to topics like scalability, verification, composability, and more. Kyle and Nick exchange perspectives professionally on whether modular systems or integrated chains will become the optimal architecture for blockchains in the long run.

This intellectually stimulating discussion provides insight into the reasoning behind two schools of thought on blockchain infrastructure design. Learn about the end-state visions from Kyle and Nick as they civilly debate this important topic for the future of crypto and Web3.

Resources

The Hidden Costs of Modular Systems by Multicoin Capital

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Multicoin Capital Disclosure

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

Keywords

blockchain, cryptocurrency, decentralization, web3, modular systems, integrated platforms, scalability, throughput, latency, flexibility, customizability, developers, smart contracts, consensus, proof of stake, interoperability, bridges, atomic composability, rollups, ethereum, solana, celestia, aptos, multicoin capital, infrastructure, architecture, verification, security, nodes, validation, governance, regulation, modular blockchain, monolithic blockchain,

James Seyffart, Scott Johnson and Hal Press: Are Bitcoin and Ethereum ETFs are Inevitable?

Wed, 23 Aug 2023 10:28:08 -0400

In this episode, Tommy speaks with James Seyffart, Scott Johnsson, and Hal Press about the latest developments in the long-running saga to get Bitcoin and Ethereum exchange-traded funds (ETFs) approved by the SEC.

They discuss the current filings from major players like Grayscale, BlackRock, and ARK Invest, provide analysis on Grayscale's lawsuit against the SEC, and debate the timeline and likelihood of approval.

The experts also examine the potential market impact and discuss how an ETH futures ETF approval could pave the way for a spot Bitcoin ETF.

Will the SEC finally approve these products? How would it impact crypto adoption? Tune in for this wide-ranging discussion on the nuances of ETF filings, SEC reasoning, and the uncertain road ahead.

As a disclosure the host Tommy currently holds ETHE.

Socials

Follow Delphi Digital

Website: ⁠⁠⁠https://members.delphidigital.io/home⁠⁠⁠
Twitter: ⁠⁠⁠https://twitter.com/Delphi_Digital⁠⁠⁠
Youtube: ⁠⁠⁠https://www.youtube.com/@Delphi_Digital⁠⁠

Disclosures

Keywords

bitcoin ETF, ethereum ETF, SEC approval, crypto ETF, grayscale bitcoin trust, GBTC, ethereum grayscale trust, bitcoin futures ETF, ethereum futures ETF, spot bitcoin ETF, SEC regulation, crypto regulation, bitcoin adoption, institutional crypto adoption, bitcoin price impact, crypto investing, bitcoin investing, bitcoin IRA, bitcoin in brokerage account, grayscale vs SEC, gensler bitcoin, crypto ETF race, winklevoss ETF, Barry Silbert, digital asset investing, bitcoin institutional adoption, bitcoin mainstream adoption, bitcoin passive investing

Andrew Kilbride and Matthew Lewis: TestMachine's AI Is Attacking Crypto Code To Surface and Fix Vulnerabilities

Thu, 10 Aug 2023 01:31:00 -0400

In this episode, we delve into the fascinating world of blockchain security and the intersection of artificial intelligence with the crypto space. Join us for an insightful conversation with the co-founders of Test Machine, a company dedicated to making smart contracts safer by utilizing advanced AI technology for vulnerability detection.

Matt and Andrew share their experiences, insights, and expertise in the realm of smart contract security. They discuss the challenges of identifying vulnerabilities, the potential risks of AI misuse, and the synergy between blockchain technology and AI in enhancing data reliability and security.

Whether you're a developer, investor, or simply curious about the future of blockchain, this episode offers valuable perspectives on the evolving landscape of crypto security.

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Keywords
AI-driven security, Blockchain technology, Smart contract vulnerabilities, Test Machine solutions, Crypto security, Ethical hacking, Blockchain data integrity, AI in cybersecurity, Vulnerability detection, AI-powered audits, Crypto ecosystem, Dystopian AI scenarios, Blockchain adoption, AI-Blockchain integration, Defi projects, Ethical hacking tools, Crypto autonomy, Future of blockchain, Financial data protection, Crypto industry challenges, AI,

Stephen Wolfram: Unraveling the Mysteries of Large Language Models, Intelligence and Autonomous Crypto Agents

Thu, 27 Jul 2023 10:35:05 -0400

In this thought-provoking podcast episode, we discuss the mysteries surrounding Large Language Models (LLMs) and their implications for the future of artificial intelligence (AI) with Stephen Wolfram, creator of Mathematica, Wolfram | Alpha & Wolfram Language.

We dive into the fascinating world of Large Language Models (LLMs) and their surprising capabilities. He also discusses the underlying scientific principles behind LLMs, including the concept of computational irreducibility, and how they function as probabilistic sentence finishers. Wolfram reflects on the potential applications of LLMs in computational contracts and the challenges of aligning AI systems with human aspirations.

As the conversation delves into the future of AI governance, Wolfram explores the complexities of regulating AI and the importance of finding a balance between human intervention and autonomous decision-making. This episode offers a captivating exploration of the evolving landscape of AI and its impact on various industries and job roles.

If you enjoy the podcast, please follow us on ⁠Spotify⁠ and rate us 5 stars on ⁠Apple Podcasts⁠.

Socials

Follow Delphi Digital

Subscribe to Delphi Digital: ⁠https://members.delphidigital.io/home⁠
Twitter: ⁠https://twitter.com/Delphi_Digital⁠
YouTube: ⁠https://youtube.com/@Delphi_Digital⁠

Disclosures: This conversation is for informational purposes only and does not constitute legal or investment advice. Actual results may vary materially from any forward looking statements made and are subject to risks and uncertainties. This podcast is not investment advice. Do not buy or sell tokens based off this episode.

Jesse Pollak: Coinbase Launches Base - An Ethereum L2 Accessible To 100 Million Coinbase Users

Mon, 24 Jul 2023 12:26:07 -0400

Podcast description

In this episode we talk to Jesse Pollak, Head of Protocols at Coinbase where he leads the development of Base, Coinbase’s L2 built on the OP Stack. Prior to leading Protocols, he led retail engineering at Coinbase for many years, building Coinbase, Coinbase Pro, and Coinbase Wallet.

We explore how Base went from idea to product inside of Coinbase, how Base and Coinbase will reconcile their differences in technical and social centralization, how Base compares to other solutions, and much more.

If you enjoy the podcast, please follow us on Spotify and rate us 5 stars on Apple Podcasts.

Socials

Follow Delphi Digital

Subscribe to Delphi Digital: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
YouTube: https://youtube.com/@Delphi_Digital

Chapters:

(0:00) - Introduction
(0:58) - History of Base
(7:47) - Base vs other L2 blockchains
(12:50) - Reconciling Coinbase and Base’s differences
(16:08) - Why L2?
(20:47) - ZK rollups vs OP stack
(29:16) - Growing the Base ecosystem
(30:42) - Coinbase’s neutrality framework
(32:23) - Base and Coinbase are complementary
(34:27) - Base vs other CEX blockchains

Andriy Mulyar: The AI Trailblazer Making Personal ChatGPT a Reality With GPT4ALL

Thu, 22 Jun 2023 10:26:10 -0400

In this episode, we discuss the impact of AI with Andriy Mulyar, co-founder of AtlasAI and creator of GPT4All. We explore how running local private language models can provide competitive benefits over using public models like ChatGPT without confidential data. Additionally, we delve into the importance of embeddings in AI and their potential impact on understanding data semantically. Finally, Andriy shares his thoughts on crypto/AI overlap, specifically focusing on data provenance as a key area for collaboration.

Socials

Follow Delphi Digital

Website: ⁠⁠https://members.delphidigital.io/home⁠⁠
Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠
Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠

Disclosures

Emad Mostaque: Stability AI's Open Source Models To Drive Human Potential vs OpenAI’s One Model To Rule Them All

Tue, 13 Jun 2023 14:58:12 -0400

In this episode of the Delphi podcast, host Tommy interviews Emad, the CEO of Stability.ai, an open source AI company dedicated to democratizing access to AI tech. Emad explains how his company handles the rapidly evolving field of AI and machine learning, including their curation filtering priority setting process and the importance of building all types of models. The discussion also touches on the potential threat of artificial general intelligence to humanity.

[00:01:32] Artificial General Intelligence.

[00:04:11] Misaligned AI and ISIS.

[00:07:26] Need for decentralization in AI.

[00:11:17] Optimizing data for aligned AI.

[00:13:46] Culture-specific AI models.

[00:17:53] Standardized models for intelligence.

[00:21:19] OpenAI's objectives and actions.

[00:24:07] AGI vs. productivity.

[00:30:07] The era of big models.

[00:30:51] AI's mind-boggling compression.

[00:36:37] Education with AI tablets.

[00:38:31] AI's emergent behavior.

[00:41:02] AI and Government Control.

[00:44:53] New definition of intelligence.

[00:48:45] The AI Bubble.

[00:52:23] Impact of AI on economy.

Socials

Recent Articles to Note

Disclosures

Keywords

Stability.ai, open source AI, machine learning, text to image AI, artificial general intelligence.,AGI, dangers, AIs, humans, fake news,AI, education, healthcare, productivity gains, unemployment, panopticon, centralized control, propaganda, metaverse, regulations, government control, decentralization, distribution, Internet 2.,Google, Microsoft, Meta, AI, China Social Credit Score System.,entity, alignment, national models, data sets, AGI.,information rails, Reddit, structured data sets, AI, business model,data center, cloud, partnerships, revenue, open auditable AI,Google Search, standardized models, primitive building blocks, custom model creation, Amazon SageMaker.,models, business, culture, library, AGI,education, healthcare, AGI, automation, open source A.I.,Amazon, supercomputer, petaflops, ranking, infrastructure.,technology, deals, GPUs, super compute, partners,stable diffusion, clusters, optimization, speed, size,language, AI, productivity, scalability, data,GPT-4, compute, training, language models, productivity increase.,supercomputer, AI, training, terrorism, model weights,Iran, nuclear weapon, technology, AI, government.

RISC Zero’s Brian Retford: Zero Knowledge Returns Trust To The World and Interplay of ZK and AI

Fri, 09 Jun 2023 09:00:00 -0400

We sit down with Brian Retford, founder of RISC Zero, to discuss the vision and potential of zero-knowledge (ZK) technology and its impact on the world. ZK technology, although currently in its early stages and with high costs, has the potential to fundamentally change trust assumptions and enable privacy and scalability.

RISC Zero's thesis is centered around making cloud computing universally accessible, privacy-focused, and owned by users. By removing barriers imposed by profit-driven cloud players, RISC Zero aims to create an open marketplace for automation and cloud services, challenging the dominance of a few companies in the industry.

The conversation delved into the technical aspects of RISC Zero, such as the zkVM (zero-knowledge virtual machine) and its applications. The zkVM allows developers to write programs in various languages and generate proofs to verify their intended execution. RISC Zero targets a wide range of use cases, both within and beyond the blockchain space, aiming to automate manual processes, enhance trust, and ensure privacy. They also discussed Bonsai, an L2 network running on the zkVM, which enables seamless integration of ZK proofs into various blockchain protocols.

The podcast explored the interplay between ZK technology and artificial intelligence (AI), highlighting how ZK can serve as a check on automation and support authenticity, privacy, and generative art. While acknowledging the mathematical complexities involved in ZK, Brian emphasized RISC Zero's goal of making it accessible and user-friendly, allowing users to focus on the possibilities it offers rather than the underlying intricacies. The AI angle was discussed in terms of leveraging ZK to enable new forms of social networking that emphasize privacy and individual responsibility.

In conclusion, the podcast provided insights into RISC Zero's mission to democratize cloud computing, the potential of ZK technology to revolutionize trust assumptions, and the broad range of applications enabled by the zkVM. The conversation also touched on the future implications of ZK in AI, identity and privacy. RISC Zero aims to overcome the challenges of ZK adoption and create a more open and accessible computing landscape.

This summary was written with the help of ChatGPT.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Additional disclosure: Delphi Ventures is invested in RISC Zero.

Jake Brukhman: Is ChatGPT Alive, OpenAI vs Stability AI’s Approaches to Avoid Killer Terminators, and Scanning Eyeballs with Worldcoin

Tue, 06 Jun 2023 09:00:45 -0400

In this captivating episode of the podcast, we are joined by Jake Brukhman, an expert in OpenAI and large language models (LLMs), to discuss the interplay between AI and crypto. We dive into various thought-provoking topics, starting with the concept of moats in AI and whether they are sustainable in the long term. Jake shares his insights on the limits of LLMs and their future, highlighting their impressive ability to continue text but also shedding light on their inherent limitations.

We then explore the intriguing dynamics between established tech giants like Microsoft and Apple and the disruptive potential of AI. Jake shares his perspective on how these incumbents (and OpenAI) may leverage their massive distribution channels and data to maintain their dominance in the AI space. The conversation takes an interesting turn as we discuss OpenAI's cautious approach towards AI progress and their concerns about its potential dangers, contrasting with Stability.AI's more adventurous perspective.

Delving into the intersection of crypto and AI, Jake provides valuable insights into the current and future possibilities of AI technology in the crypto landscape. From there, we move into fascinating discussions on far-fetched AI ideas, the potential of AI-driven crypto projects, Paradigm's transition to a Crypto and AI fund, and the intriguing concept of Worldcoin's solution for sybil resistance.

Finally, we explore the impact of AI on the traditional job market and the potential for unlocking a greater form of humanity. Jake reflects on his past predictions in the AI field, sharing what he got wrong and how his views have evolved over the years. Join us for an engaging and thought-provoking conversation with Jake Brukhman, where we explore the fascinating world of AI and its interplay with crypto.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Jayendra Jog: Robinhood's GameStop Fiasco Inspires Sei, The Layer 1 For Trading

Thu, 25 May 2023 09:00:57 -0400

Sei is a Layer 1 blockchain built for trading. It was co-founded by Jay, who was inspired to create a decentralized trading platform after working at Robinhood during the GameStop trading fiasco. Sei is designed to offer the best trading experience possible, with fast finality, high throughput, and specialization for its core focus.

Sei achieves its goals through a number of innovative technologies. These include frequent batch auctions, twin turbo consensus, and parallelization. Frequent batch auctions prevent front running and ensure that everyone gets the same trade price. Twin turbo consensus achieves faster time to finality and eliminates the risk of re-orgs. Parallelization increases throughput and allows for more transactions to be processed per second.

Sei is still in its early stages, but it has the potential to revolutionize the way we trade. It is a powerful new tool that could give traders more control over their assets and make the markets more fair and transparent.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

As an additional disclosure Delphi Ventures is an investor in Sei.

Jose Macedo: Delphi Labs' Mission to Incubate the Brilliant Crypto Minds of Tomorrow

Tue, 09 May 2023 09:00:51 -0400

In this episode, Jose Macedo offers an inside look into the world of Delphi Labs' recently launched Incubator and valuable advice for startups.

Episode Overview

Insights into project selection process
Delphi Labs' multi-decade commitment to lasting legacy
Comparison between Delphi Labs Incubator and Y-Combinator model
Technical process to guide projects towards success

Jose provided valuable insight into the decision-making process behind selection projects for incubation, touching on first principles thinking and inbound ideas from founders. He also discussed how Labs balances incubating projects with near-term profit potential versus those focusing on long-term, game-changing technologies.

Jose shared his unique views on the future of capital formation, the importance of founders building up their EQ to handle the highs and lows of the startup world, and Labs' multi-decade approach that gives founders confidence that they will be a part of a long-lasting brand.

Additionally, we delved into the topic of how Delphi Labs compares and contrasts with Y-Combinator's successful incubator model, considering aspects to emulate or avoid. Jose shared his thoughts on building a supportive network for startups, including the importance of adapting and evolving the incubator's model, resources, and support structures to stay relevant in the ever-changing startup ecosystem. He also discussed the technical process behind guiding incubated projects to be the most successful versions of themselves.

Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

As an additional disclosure the host has ownership interests in Delphi Labs but is not a day to day operator in this entity.

Shadow Realms: Decrypting Privacy with Penumbra’s Henry de Valence

Tue, 02 May 2023 09:00:09 -0400

Henry de Valence, one of the deepest thinkers of privacy and the founder of Penumbra joins the podcast for a comprehensive discussion on privacy. Can Gurel, a research lead at Delphi Digital, joins as a co-host given his recent in-depth Privacy report.

In this episode, we covered:

The importance of privacy for humans and in crypto
Financial privacy as a human right
The limits of what can be built on a fully transparent chain
Different ways teams deal with regulation in the ever-evolving crypto landscape
Whether we can expect most liquidity to be in private form in the next 5-10 years

In the technical segment, we dove into various infrastructures of private design, including privacy built on L1s, L2s, dApps and via smart contracts like Tornado Cash. We discussed Penumbra's unique two-phase protocol for privacy vs. concurrent-access-to-state and the potential of threshold decryption as a go-to MEV solution. Our conversation also covered private staking designs, challenges with IBC, and the exciting possibilities enabled by interchain accounts with Penumbra.

If you like this episode, share this episode on Twitter and let us know what you think.

Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Karate Kombat: Blood, Sweat, and Battle Royale – Inside the World of a Web3 Owned Fight League

Tue, 25 Apr 2023 09:00:56 -0400

Karate Combat is UFC for the next generation and is built on crypto rails.

Co-Founder OnlyLarping joins the podcast to discuss the fight league, tailoring the entire sport for short and engaging experiences, catering to online fans of a younger demographic, bucking the trend by not signing exclusive distribution agreements so the sport is available everywhere and the token dynamics around UpOnly Gaming.

This conversation was a ton of fun, we hope you enjoy it. Special thanks to Paul Buralge for his help in planning this episode.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Additional disclosure: Delphi Ventures is an investor in Karate Combat.

The Future of Crypto Insurance With Hugh Karp and Robert Forster

Wed, 12 Apr 2023 09:00:19 -0400

Hugh Karp⁠, Founder and CEO of Nexus Mutual, and Robert Forster, executive director of Ease, join to discuss the future of Crypto Insurance.

With billions in hacks and new code released every day, insurance will be crucial for the future of Crypto. We talk about why crypto insurance hasn't taken off, how insurance should be priced, the risks of insurance, and more.

Social Links

Follow Delphi Digital

Website: ⁠https://members.delphidigital.io/home⁠
Twitter: ⁠https://twitter.com/Delphi_Digital⁠
Youtube: ⁠https://www.youtube.com/@Delphi_Digital⁠

Sreeram Kannan: EigenLayer Is Expanding ETH’s Security to Bootstrap Future Use Cases

Tue, 28 Mar 2023 09:00:03 -0400

Sreeram Kannan, Founder of EigenLayer, joins this episode to talk about the innovative power that EigenLayer is bringing to Ethereum.

In this episode we discuss EigenLayer’s data availability layer for ETH L2s to roll down to, which saves costs and solves congestion issues and EigenLayer’s re-staking layer which allows ETH stakers to opt in to support new use cases, earning more yield while accepting more slashing conditions, instead of apps having to roll their own security.

Sreeram is extremely smart (his academic papers ⁠here⁠), I learned a ton during this episode and I hope you do as well. Please share your thoughts and favorite parts of the episode with us on Twitter.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Caitlin Long: The Regional Banking Crisis, Deposit Only Banks, and Hyperinflation in Germany

Wed, 22 Mar 2023 09:00:15 -0400

Caitlin Long, founder and CEO of Custodia Bank, is one of the most passionate guests we’ve ever had on the podcast.

In this episode we discuss:

The regional banking crisis
Outlook for the U.S. Dollar
The government blocking deposit only banks that don’t lend out assets
FDIC insurance only backing 1% of deposits
Hyperinflation in Weimer Germany and comparisons to the U.S. and much more.

Social Links

Commissioner Peirce
Gabriel Shapiro
Tommy Shaughnessy

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

SEC Commissioner Peirce: Inside the SEC with Cryptomom

Thu, 16 Mar 2023 02:26:57 -0400

SEC Commissioner Peirce joins for a conversation centered around her views on the SEC’s approach to Crypto. The conversation covers the current regulation by enforcement strategy, other countries having a more conducive regulatory environment, Commissioner Peirce’s dissenting opinions and much more.

This episode is co-hosted by Gabriel Shapiro, GC of Delphi Labs, who offers his deep legal and regulatory knowledge in the crypto space.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Anatoly Yakovenko: Solana’s Endgame In the Midst of Competitive L1 and L2s

Mon, 13 Mar 2023 04:27:00 -0400

In this episode, Delphi Co-Founder and VC Tommy hosts Anatoly Yakovenko, Co-founder of Solana, for an in-depth and energetic episode centered around the core thesis for Solana in the face of other L1 and L2 ecosystems.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Nic Carter: Operation Choke-Point 2.0’s Mission To Cut Crypto Off From The Banking Sector Is Underway

Tue, 28 Feb 2023 00:42:55 -0500

In this episode, we're joined by Nic Carter, General Partner at Castle Island Ventures for a far reaching discussion around Nic’s thesis on Operation Choke-Point 2.0; the effort of every U.S. financial regulator to deny crypto firms access to banking services.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Miller, Marisa and Sarah: The Definitive Conversation on The Government's Regulatory Assault on Crypto

Tue, 21 Feb 2023 01:20:21 -0500

On this episode

Miller Whitenhouse-Levine the CEO of DeFi Education Fund, Marisa T Coppel Policy Counsel at Blockchain Association and Sarah Brennan GC of Delphi Ventures join host Tommy for the definitive episode on crypto regulations.

About The Guests

Miller Whitenhouse-Levine

CEO at DeFi Education Fund
The DeFi Education Fund is a nonpartisan research and advocacy group working to explain the benefits of DeFi, achieve regulatory clarity for the future of the global digital economy, and help realize the transformative potential of DeFi for everyone.

Marisa T Coppel

Policy Counsel at Blockchain Association
We are the leading nonprofit organization dedicated to promoting a pro-innovation policy environment for the digital asset economy. We work with our members to educate policymakers about blockchain technology and its ability to pave the way for a more secure, competitive, and consumer-friendly digital marketplace.

Sarah Brennan

GC at Delphi Ventures and Research

Tommy Shaughnessy

Co-Founder of Delphi Digital and VC at Delphi Ventures

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Can Gurel and Ceteris: The Future of The Crypto On-Chain Experience Will Dwarf The Centralized World

Wed, 08 Feb 2023 10:20:51 -0500

Host and Co-founder of Delphi Tom Shaughnessy sits down with Can Gurel and Ceteris of Delphi Digital Research's Infrastructure team to discuss their Year Ahead for Infrastructure Report.

Themes covered include

Recreating the centralized exchange experience on chain.
Modular vs monolithic
App-specific vs general purpose
Developers choosing which chains to build on and why
Developer vs consumer build mismatch
IBC and the future of bridging.
IBC to Ethereum
Chainlink as an important player in cross-chain interoperability for EVM chains
MEV considerations across Ethereum, Cosmos and other chains.
Wallet Wars; quest to become the superapp (Standard Wallets vs Smart Contracts vs MPC Wallets)

🧠 Access The Year Ahead for Infrastructure Report Here

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

DeFi in 2023: Building An On-Chain Binance, Speculation Primitives, DEX Beating CEXs, Ditching veTokens and Futuristic Ideas

Wed, 11 Jan 2023 07:49:17 -0500

Tom Shaughnessy, Co-founder of Delphi Digital, brings on Ashwath Balakrishnan, VP of research at Delphi Digital, and Jordan Yeakley, Research Analyst at Delphi Digital, to cover their Year Ahead for DeFi report.

Access the report: The State of DeFi and Where It’s Going

We cover:

Pushing DeFi Forward: Themes for the Future

Theme #1: Tailwinds for DEXs -- A Loss of Trust in Centralized Platforms
Theme #2: DeFi Blue Chips Rise From the Ashes
Theme #3: 0-1 Speculation Primitives
Theme #4: Undercollateralized Money Markets
Theme #5: Improving the State of Passive LP Products and Emphasizing Delta Neutrality
Theme #6: The Rebirth of UX Aggregators: A Front End for DeFi
Theme #7: Ditching veTokens for More Sustainable Alternatives

What Surprised Us

Surprise #1: Underwhelming Derivatives Traction
Surprise #2: Saturation of the Structured Products Space

Futuristic Ideas

Idea #1: Envisioning a Consumer-Grade DeFi Experience
Idea #2: How to Scale Undercollateralized Lending
Idea #3: The Advent of True On-Chain Arbitrage

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Crypto Venture Capital Series Ep. 8: Santiago Santos & CMS Holdings

Thu, 29 Dec 2022 06:41:52 -0500

Tommy Shaughnessy continues the crypto venture capital series with Santiago Santos and CMS Holdings. We discuss the FTX fallout, the VC world post-FTX, the core tenets of crypto, and more.

This episode was originally hosted on Twitter Spaces.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Ryan Zurrer and Jake Brukhman: Expert Allocators with 21 Years Experience and Investors in Hundreds of Projects Worth Tens of Billions Discuss The State of Everything Crypto

Thu, 22 Dec 2022 04:30:23 -0500

Co-Founder of Delphi Digital Tom Shaughnessy hosts Ryan Zurrer the founder of Dialectic and Jake Brukhman the Co-Founder and CEO of Coinfund.

Ryan and Jake are experienced VCs who have been in crypto for a combined 21 years, have invested into hundreds of projects worth collectively tens of billions of dollars.

The three discuss:

AI
Global Macro
The bear Markets
Genesis and DCG solvency
Web3 UI, incentives and architecture
Issues with DAOs and the goal of investment DAOs
NFT Art and the end goal of PFPs (Movies, IP, games)
Web3's vision and Web2 incumbent moves like Twitter

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Is Crypto Inherently Political? w/ Stephen Palley | Full Disclosure Ep.3

Tue, 15 Nov 2022 09:59:29 -0500

This week on Full Disclosure, Gabe and Sarah are joined by Stephen Palley, a digital commerce partner at Brown Rudick. We discuss whether crypto and law are inherently political industries and Ooki DAO’s defense against the CFTC.

Show Notes:

(00:00:00) – Introduction.

(00:00:34) – Is crypto inherently political?

(00:04:13) – Analysis of CFTC suing Ooki DAO.

(00:09:34) – Regulators picking on the small guy.

Social links:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Transparent Crypto Regulations w/ Stephen Palley | Full Disclosure Ep.2

Tue, 01 Nov 2022 10:00:42 -0400

This week on Full Disclosure, Gabe and Sarah are joined by Stephen Palley, a digital commerce partner at Brown Rudick. We cover Palley’s path to crypto law, the fallout from Gabe leaking the draft Digital Commodities Consumer Protection Act (DCCPA) and which regulator is best suited to crypto.

Show Notes:

(00:00:00) – Introduction.

(00:00:51) – Drink of the week.

(00:02:21) – Palley’s life as a crypto lawyer.

(00:05:37) – Hot takes on crypto law twitter.

(00:08:26) – Which regulator is best suited for crypto?

(00:12:41) – Closing.

Social links:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

How NFTs are Revolutionizing Media w/ Seth Green, Shaan Bhagat, & Chris Waters

Thu, 15 Sep 2022 10:24:29 -0400

In this episode, we’re joined by Seth Green, Shaan Bhagat, and Chris Waters, the team behind Globitron and the B-bots, an NFT cartoon project. We discuss the challenges of funding in traditional media, what NFTs and CC0 unlock for the industry, the importance of building strong fan communities, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:03:00) – Origin story of Globitron.

(00:08:03) – Hollywood vs. NFTs.

(00:12:35) – Getting funded in traditional media.

(00:15:51) – Community & a strong social foundation.

(00:22:12) – Overview on Globitron and the B-bots.

(00:32:27) – CC0 and disruptive models for media.

(00:56:01) – The Rising Tide model.

(01:06:06) – The B-bots drop.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Day in the Life of a Crypto Lawyer | Full Disclosure Ep.1

Thu, 08 Sep 2022 11:05:34 -0400

This week on Full Disclosure, Gabe and Sarah talk about their paths into crypto law, the best & worst part of the job, and commentary on the Stabenow Boozman Bill that gives the CFTC jurisdiction on regulating digital commodities.

Show Notes:

(00:00:00) – Introduction.

(00:00:55) – Drink of the week.

(00:01:22) – Getting into crypto law.

(00:12:36) – A day in the life of a crypto lawyer.

(00:19:49) – The best & worst part of the job.

(00:22:05) – Regulating Digital Commodities / The Stabenow-Boozman Bill.

(00:37:28) – Send us your questions!

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

How Censorship Resistant is Ethereum? With Jon Charbonneau

Wed, 07 Sep 2022 10:00:25 -0400

In this episode, we dive into Ethereum’s censorship resistance with Jon Charbonneau, Research Associate at Delphi Digital. We discuss the effects of OFAC sanctions on Tornado Cash, MEV & builder centralization, mechanisms to mitigate censorship, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:00:42) – Censorship, Tornado Cash, & OFAC sanctions.

(00:03:46) – New actors under Proof-of-Stake (PoS).

(00:12:50) – Economics for builders, relayers, & validators.

(00:15:47) – MEV on rollups.

(00:20:50) – Block builder and relayer centralization.

(00:27:49) – Types of censoring on Ethereum.

(00:31:00) – Censoring on PoW vs. PoS.

(00:35:33) – How does it all play out?

(00:46:43) – Building in a quasi-permissioned world.

(00:51:07) – Censorship mitigating mechanisms.

(00:59:19) – What comes after The Merge?

(01:10:22) – Risks of private order flow.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

DISRUPTORS: Into the Cosmos Galaxy with Zaki Manian

Mon, 29 Aug 2022 09:57:41 -0400

Our fifth DISRUPTORS guest, Zaki Manian, is the Co-founder of Sommelier Finance and iqlusion. He is a foremost contributor to Cosmos, having helped launch their first testnet. Subsequently, he's furthered the Cosmos roadmap by completing IBC.

Zaki joined us for the first live DISRUPTORS to explore: What's next for Cosmos?

The masterclass presentation was followed by a Q&A open to all on YouTube Live.

Show Notes:

(00:00:00) – Introduction.

(00:02:33) – Overview of Cosmos.

(00:12:33) – Cosmos principles.

(00:15:38) – What is Cosmos?

(00:18:33) – Application-Specific blockchains.

(00:22:48) – Inter-Blockchain Communication (IBC).

(00:28:20) – Modular blockchain architecture.

(00:30:50) – Cosmos hub.

(00:32:54) – Q&A.

Social links:

Zaki’s Twitter: https://twitter.com/zmanian

Zaki's LinkedIn: https://www.linkedin.com/in/zmanian

Sommelier's Twitter: https://twitter.com/sommfinance

Resources:

iqlusion Website: https://www.iqlusion.io/

Sommelier Website: https://www.sommelier.finance/

💬 Follow Delphi Podcast on Twitter: https://delphi.link/PodcastDelphi

✅ Follow Delphi Digital on Twitter: https://delphi.link/twitter

🧠 Access Delphi's Research: https://delphidigital.io/pricing

Disclosures: 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 may personally own tokens 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. Delphi’s transparency page can be viewed at https://delphidigital.io/transparency.

Tangent: Investing in Web3 Founders as an Angel Collective w/ Jason Choi

Tue, 02 Aug 2022 10:31:36 -0400

Jason Choi is the Co-founder of Tangent, a collective of successful founders and experienced operators in crypto, investing in Web3 founders. We discuss the premise for an angel collective over other structures, sourcing and filtering deals, potentially scaling Tangent’s structure, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:23) – Jason’s experience at Spartan Group.

(00:07:27) – What is Tangent?

(00:13:20) – Landing the perfect deal.

(00:16:52) – Sourcing and filtering deals.

(00:22:38) – Scaling Tangent.

(00:24:24) – Adding value to founders / Profit-taking.

(00:29:41) – Thoughts on investment DAOs.

(00:42:05) – Investing in the application layer.

(00:46:30) – Why start Tangent vs. being an angel investor?

(00:48:00) – Closing thoughts.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Soulbound Tokens: The Basis of a Decentralized Society w/ Glen Weyl

Tue, 26 Jul 2022 09:57:39 -0400

In this episode, we dive into Soulbound Tokens (SBTs) with Glen Weyl, Co-author of Decentralized Society: Finding Web3’s Soul. We discuss the definition of souls & SBTs, the concerns around SBTs, the range of its potential uses, and much more.

Glen Weyl is a Political Economist and Principal Researcher at Microsoft, the Founder of RadicalxChange Foundation, and Co-author of Radical Markets.

Show Notes:

(00:00:00) – Glen’s background.

(00:02:45) – Introduction to SBTs.

(00:06:55) – The what and why of SBTs.

(00:17:53) – Standardization of SBTs.

(00:21:35) – Potential use-cases for SBTs.

(00:32:54) – Unlocking the creator economy.

(00:40:46) – What are souls?

(00:43:09) – Concerns about SBTs.

(00:46:26) – Countering malicious SBTs.

(00:49:43) – Key recovery tools.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Civitas: A Play and Earn Community-Driven 4X Strategy Game

Mon, 18 Jul 2022 10:17:17 -0400

In this episode, we sit down with Kent Byers, CPO of Civitas, a play & earn community-driven 4X strategy game. We dive into Civitas gameplay, Kent’s thoughts on Web3 gaming, critiques of crypto games, and much more!

Show Notes:

(00:00:00) – Kent’s background.

(00:09:01) – What is Civitas?

(00:12:07) – Views on Web3 gaming.

(00:17:38) – Overview of gameplay.

(00:29:44) – The Civitas team.

(00:35:15) – Building enduring economies.

(00:39:01) – Critiques of crypto games.

(00:44:45) – SubDAOs and espionage.

(00:50:20) – Civitas roadmap.

(00:52:26) – Rapid fire questions.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Killroy Was Here: Secret Network’s First Feature Film NFT w/ Kevin Smith

Tue, 12 Jul 2022 10:20:26 -0400

In this episode, Tommy Shaughnessy and Nick Steenstra host Kevin Smith (Director of Clerks, Dogma and Tusk) and Guy Zyskind (Co-founder of Secret Network) to discuss Kevin’s new film Killroy Was Here, the first feature film released as an NFT on Secret Network. We cover ownership rights for Killroy NFT holders, Hollywood coming to Web3, bringing up the next generation of filmmakers, and much more.

Show Notes:

(00:00:00) – Introduction / Kevin’s history in Web3.

(00:04:47) – Secret Network’s Unique NFT mechanisms.

(00:11:10) – How Web3 clicked for a traditional film director.

(00:21:12) – Ownership and rights for Killroy NFT holders.

(00:28:45) – Bringing up the next generation of filmmakers.

(00:36:45) – On community funding and making Moose Jaws.

(00:41:08) – Hollywood coming to Web3.

(00:47:05) – Revenue and governance of Web3 films.

(00:57:41) – Relating with the audience.

(01:11:10) – Privacy with NFTs on Secret Network.

(01:16:20) – Separation of funds and creativity.

(01:20:14) – Advice for filmmakers starting in Web3.

(01:22:12) – How to get a Killroy Was Here NFT.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Ethereum & Celestia: Designing Modular Stacks

Mon, 11 Jul 2022 10:19:54 -0400

In this episode, Jon Charbonneau hosts John Adler (Co-founder of Celestia) and Dankrad Feist (Researcher at the Ethereum Foundation) for a technical deep dive into designing modular blockchain stacks. The conversation is focused on understanding the subtle differences and design considerations between Celestia and Ethereum, covering fraud proofs versus KZG commitments, the importance of validator sets, Celestiums, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:57) – On Data Availability (DA) and settlement.

(00:14:36) – Having a base asset that builds economic security from capturing fees.

(00:22:00) – Thoughts on L2 settlement & recursive L3 rollups as a strategy.

(00:29:10) – Celestia’s fraud proofs vs. Ethereum’s KZG commitments.

(00:42:53) – Tendermint vs. Gasper – the importance of validator sets.

(00:55:08) – Thoughts on Celestiums.

(01:03:48) – Closing thoughts.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Navigating the Challenges of Crypto Regulation w/ SEC Commissioner Hestor Peirce

Thu, 07 Jul 2022 09:44:43 -0400

In this episode, Tommy Shaughnessy and Sarah Brennan, sit down with Hester M. Peirce, Commissioner of the SEC to dive into the crypto regulatory landscape. We discuss the role of the SEC, defining decentralization, Commissioner Peirce’s Token Safe Harbor proposal, and much more!

Show Notes:

(00:00:00) – Introduction and disclaimer.

(00:01:00) – The role of the SEC in crypto regulation.

(00:06:42) – Developers avoiding the United States.

(00:11:17) – Thoughts on decentralization and technology.

(00:16:26) – The Token Safe Harbor Proposal.

(00:21:23) – Accredited investor laws & affecting change.

(00:27:31) – Critiques of crypto / Defining decentralization.

(00:38:06) – Motivation for being commissioner.

(00:44:58) – Balancing the SEC Mandates.

(00:50:48) – Other countries' regulations & global coordination.

(00:57:59) – Closing.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

The State of the NFT Market w/ Andy Chorlian

Tue, 05 Jul 2022 10:06:26 -0400

In this 2-hour special, we sit down with Andy Chorlian, Co-founder and CEO of Fractional, a decentralized protocol that enables collective ownership and governance of one or more NFTs. We discuss all things NFT including Bored Ape Yacht Club’s (BAYC) airdrop strategy, governance with fractionalized NFTs, Nouns and CC0 NFTs, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:03:48) – Andy’s time at MakerDAO.

(00:10:36) – Getting into NFTs through NBA Top Shot.

(00:18:59) – Diving into Fractional.

(00:32:54) – Governance with fractionalized NFTs.

(00:37:29) – Nouns and CC0 NFTs.

(00:49:53) – Traditional companies in Web3.

(00:57:17) – Gaming NFTs.

(01:06:47) – BAYC and token airdrops.

(01:22:09) – Community building.

(01:31:40) – Identities and Web3 Social.

(01:42:23) – Effects of the bear market.

(01:48:26) – Fractional V2.

(01:53:27) – NFT market sentiment.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Is the Future of Blockchain Interoperability Optimistic? w/ Arjun & Anna

Tue, 28 Jun 2022 10:53:35 -0400

In this episode, we sit down with Anna Carroll (Protocol Lead at Nomad) and Arjun Bhuptani (Founder of Connext) to discuss the blockchain interoperability trilemma, bridge architectures, Nomad’s optimistic design, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:58) – The interoperability trilemma.

(00:09:01) – Categories of bridge design architectures.

(00:14:18) – Diving into Nomad.

(00:31:17) – Optimistic interoperability vs optimistic rollups.

(00:44:35) – The relationship between Connext and Nomad.

(00:51:05) – Exciting cross-chain applications.

(01:07:50) – Are bridges a zero sum market?

(01:15:41) – The Ronin hack and security design.

(01:23:44) – Closing thoughts.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

How NFTs are Transforming Shopify and Commerce | Alex Danco

Tue, 14 Jun 2022 11:57:02 -0400

Alex Danco is the Head of Blockchain at Shopify, a commerce platform that allows anyone to set up an online store and sell their products. We discuss Shopify’s shift into Web3, the importance of wallet UX for crypto adoption, the future of NFT-integrated commerce, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:08:15) – Shopify, wallets, and “Web3”.

(00:15:06) – Commerce and ownership.

(00:21:04) – NFTs and multiplayer commerce.

(00:41:26) – Future channels for commerce.

(00:47:10) – Building on Shopify.

(00:51:18) – Wallets and adoption.

(00:56:45) – Favorite merchants and closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

Fri, 03 Jun 2022 09:49:49 -0400

Our fourth DISRUPTORS guest, Raoul Pal, is the Co-founder and CEO of Real Vision & Global Macro Investor (GMI). Being a foremost thought leader within the global macro space, Raoul shares his outlook on the unprecedented conditions today through the lens of a sound macro framework.

What are the implications of money demand destruction? Are we heading into a recession? What does this all mean for crypto? Tune in to find out.

Show Notes:

(00:00:00) – Introduction.

(00:05:51) – Demand destruction.

(00:07:02) – The big picture.

(00:22:35) – The dollar wrecking ball.

(00:24:32) – Rising rates.

(00:27:30) – Putting it all together.

(00:36:24) – How does it play out for crypto?

(00:44:46) – Q&A.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

My Pet Hooligan: Rebelling Against Zuck Corp with Disney-Style Characters

Wed, 01 Jun 2022 09:58:26 -0400

We sit down with Colin Brady (Chief Creative Officer) and Luke Paglia (Chief Operating Officer) from AMGI Studios, the team behind My Pet Hooligan, a desktop PvP video game that takes place in their proprietary Metaverse The Rabbit Hole. We discuss the cultural impact of strong IP, Hooligram technology, Pixar-level expressiveness in-game, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:37) – The power of a global brand / strong IP.

(00:10:33) – Overview of AMGI Studios.

(00:16:30) – User generated content, immi, and Hooligrams.

(00:28:26) – Dive into My Pet Hooligan.

(00:46:17) – Roadmap and alpha release.

(00:52:54) – Closing thoughts.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Blake Robbins: How Crypto Will Change Gaming and The Creator Economy

Fri, 27 May 2022 10:13:36 -0400

Blake Robbins is the Principal at Benchmark, an early stage VC firm focused on social, mobile, local, and cloud companies. We dive into all things crypto gaming, how crypto will change the creator economy, finding medium-native use cases, and much more.

Blake is a thought leader in the gaming and creator scene. He has helped to build 100 Thieves, one of the largest eSports brands in the world, and worked with top creators like MrBeast.

Show Notes:

(00:01:02) – Blake’s story.

(00:10:58) – The creator economy.

(00:18:00) – The state of crypto gaming.

(00:23:17) – Creating a metagame within games.

(00:28:35) – Player governance.

(00:32:27) – Crypto as a new canvas.

(00:38:21) – Exciting primitives and tooling.

(00:41:36) – Investing approach and philosophy.

(00:48:10) – Rapid fire questions.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Friktion: Building DeFi portfolios to Perform Across Market Cycles

Wed, 25 May 2022 10:15:57 -0400

In this episode, we sit down with Friktion Labs’ Co-founders, Uddhav Marwaha (CEO) and Alex Wlezien (CTO). Friktion is a full-stack portfolio and risk management platform for individuals, DAOs, and institutions built on Solana. We talk about portfolio construction strategies with Friktion’s Volts, DAO treasury management through Circuits, outlook on crypto derivatives, and much more.

Show Notes:

(00:00:28) – Guests’ backgrounds.

(00:03:30) – Introduction to Friktion and derivatives.

(00:10:26) – Friktion’s auction mechanism.

(00:17:06) – The options OTC market and AMMs.

(00:22:10) – Friktion Volts.

(00:27:34) – Circuits and portfolio construction.

(00:38:12) – Asset correlation in crypto.

(00:41:37) – Catalysts for structured products.

(00:53:16) – Friktion’s onboarding process.

(00:55:12) – The growth of crypto derivatives.

(01:02:02) – Conceptualizing Friktion’s token?

(01:04:14) – Closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Crypto Venture Capital Series Ep. 6: Ryan Zurrer of Dialectic AG | BONUS Episode

Sat, 21 May 2022 09:08:21 -0400

This is a bonus episode of our crypto venture capital series. Tommy Shaughnessy hosts Ryan Zurrer, Founder and Managing Director of Dialectic AG. We discuss being early to narratives, filtering potential investments, thoughts on the bear market, and much more.

Dialectic AG is a capital enterprise focused on delivering outlier returns via synergistic deployment of human and financial capital into alternative assets and compelling, globally diversified opportunities.

Show Notes:

(00:00:00) – Introduction.

(00:02:36) – How to be early / staying open minded.

(00:10:35) – Exciting new communities.

(00:19:52) – Thoughts on investment DAOs.

(00:30:32) – Sizing, portfolio construction, and filtering.

(00:45:21) – Giving valuable advice to teams.

(00:55:15) – Skepticism, first-mover advantage, and communities.

(01:08:06) – Thoughts on founders.

(01:16:52) – Twitter and crypto social.

(01:29:32) – Thoughts on NFTs.

(01:43:33) – Cycles and bear Market.

(01:55:25) – Closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

BLOCKLORDS: A Medieval Grand Strategy Game That Puts Players in Control of Their Own Destiny

Tue, 17 May 2022 14:17:35 -0400

In this episode, we sit down with David Johansson, Founder and CEO of MetaKing Studios, the team behind BLOCKLORDS, a medieval grand strategy game where players shape its world and narrative. We dive into the core pillars of gameplay, breeding and battle mechanics, integrating seasons and dynasties, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:44) – David’s background.

(00:16:24) – BLOCKLORDS origin.

(00:20:43) – Overview of BLOCKLORDS.

(00:29:02) – Game rollout.

(00:33:10) – Lords and civil war.

(00:36:08) – Game mechanics and king gameplay.

(00:45:59) – The dynasty system.

(00:52:42) – Breeding and seasons.

(00:55:48) – Upcoming events.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Lens Protocol: The User-Owned, Open Social Graph Enabling Composable Social Applications

Fri, 06 May 2022 09:59:47 -0400

Stani Kulechov is the Founder of Aave and Lens Protocol, a composable and decentralized social graph that makes building Web3 social platforms easy. We discuss tokenizing online social relationships, giving online social ownership to the users, algorithm tweaking, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:42) – What is Lens Protocol?

(00:09:16) – Web3 and social graphs.

(00:19:11) – What a decentralized social graph will unlock.

(00:33:13) – Web3 social business models.

(00:38:48) – Will Lens social graphs become more valuable than Web2 social graphs?

(00:42:57) – Apps building on top of Lens.

(00:47:43) – Lens’ success.

(00:50:53) – What keeps Stani going?

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

DISRUPTORS: Modular Blockchains for Sovereign Communities With Hacktivist Mustafa Al-Bassam

Tue, 03 May 2022 10:00:24 -0400

Most blockchains, as we know them, are monolithic in nature. Nodes take care of its three core functions; consensus, data availability, settlement and execution. In contrast, modular blockchains are fundamentally different – each layer of the stack specializes in one or many of its functions. Soon, anyone will be able to deploy their own blockchain.

Having co-founded Celestia, the world’s first modular blockchain network, our third DISRUPTORS guest, hacktivist Mustafa Al-Bassam shares his vision of sovereign communities and how he invented a clever hack to widely redistribute power.

Show Notes:

(00:00:00) – Introduction.

(00:02:13) – Hacktivism and power redistribution.

(00:07:20) – Bitcoin and blockchain scalability.

(00:25:27) – The rise of the modular blockchain.

(00:39:21) – Sovereignty in modularity.

(00:51:57) – Q&A.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Webaverse: Pioneering An Immersive, Open Source Metaverse Enabling Community-Built Worlds

Sat, 30 Apr 2022 06:21:20 -0400

In this episode, we sit down with Jin, Avaer, and Ahad from Webaverse, a fully open source and open license web metaverse. We discuss the ethos behind building on open standards, Upstreet, the MMO built on Webaverse, the NFT drop, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:05:44) – What is Webaverse?

(00:09:22) – Building on web & open standards.

(00:16:05) – The Webaverse stack.

(00:28:29) – Upstreet and community world building.

(00:34:35) – How players, builders, and projects can get involved.

(00:44:18) – Technical roadmap and NFT drop.

(00:48:24) – Defining success / value capture.

(01:00:08) – Unlocking online 3D worlds.

(01:02:24) – Thoughts on the metaverse.

(01:11:20) – Rapid fire questions.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Andre Cronje: Out of the Crypto Badlands Into a Regulated Future

Wed, 27 Apr 2022 12:28:07 -0400

In this episode we sit down with Andre Cronje, a renowned DeFi developer and the creator of Yearn. We talk about the reasons behind rallying for regulated crypto, leaving the crypto badlands, the Solidly launch on Fantom, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:05) – Biggest regrets and looking back on Yearn.

(00:08:30) – A better path to decentralization.

(00:16:40) – Why create regulated crypto?

(00:28:06) – What regulated crypto could look like.

(00:40:27) – The path to regulation.

(01:03:00) – Andre, Fantom, and Solidly.

(01:22:24) – Closing.

Resources:

Andre’s Work on Fantom:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

MetaStreet: Establishing a Liquidity Base Layer for the NFT Credit Market

Mon, 25 Apr 2022 13:16:02 -0400

In this episode, we sit down with Conor Moore and David Choi from MetaStreet, a liquidity routing and scaling solution for peer-to-peer (P2P) NFT-collateralized loan platforms. We discuss the problems with scaling NFT lending, how MetaStreet vaults work, gamifying governance, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:00:49) – Guests’ backgrounds / starting MetaStreet.

(00:08:46) – The state of NFT lending.

(00:12:23) – The underwriting process.

(00:22:02) – Will loans for floor assets be peer-to-pool?

(00:27:21) – Overview and vision of MetaStreet.

(00:36:42) – Lending of gaming assets.

(00:39:55) – MetaStreet’s governance.

(00:52:07) – MetaStreet’s roadmap / beta details.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

The Evolution of AI in Gaming – Aaron McDonald & Brooks Brown

Fri, 15 Apr 2022 11:00:00 -0400

This panel was originally presented by Altered State Machine (ASM) during SXSW 2022.

Tom Shaughnessy hosts the discussion between masterminds Aaron McDonald (Co-founder of ASM) and Brooks Brown (Co-founder of NOR) on the role of Artificial Intelligence (AI) in gaming. They discuss the benefits of owning an AI, community governance within games, and normalizing NFTs and the financialization of games.

Show Notes:

(00:00:00) – Introduction.

(00:03:07) – AI’s role in gaming.

(00:13:44) – Overcoming the fear of AI.

(00:18:55) – Why own AI?

(00:21:32) – Community involvement in games.

(00:33:42) – Competing with large game companies.

(00:42:08) – Thoughts on governance in games.

(00:49:39) – The game developer’s POV.

(00:53:43) – NFTs and financialization of games.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Zeta Markets: The Premier Under-Collateralized DeFi Options and Futures Trading Platform Built on Solana

Wed, 13 Apr 2022 10:09:02 -0400

Tristan Frizza is Co-founder and CEO of Zeta Markets, an under-collateralized DeFi futures & options platform built on the Solana blockchain. We dive into Zeta’s under-collateralization mechanism, CeFi options versus DeFi options, the future of DeFi, and much more.

Show Notes:

(00:00:33) – Tristan’s background.

(00:08:29) – Why DeFi options protocols have failed to take off.

(00:19:12) – Zeta’s pricing and volatility calculations.

(00:23:56) – Undercollateralized positions and leveraged trading.

(00:29:14) – CeFi options vs. DeFi options.

(00:36:20) – Thoughts on structured products.

(00:43:25) – Pros and cons of DeFi and CeFi options.

(00:51:56) – The role of options outside of speculation.

(00:56:57) – Benefits of building on Solana.

(01:05:30) – The future of Zeta.

(01:09:16) – Rapid fire questions.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Horizon Blockchain Games: How Building a Trading Card Game Led to Web3’s Smartest Wallet

Tue, 12 Apr 2022 10:00:00 -0400

Peter Kieltyka is Co-Founder of Horizon Blockchain Games, a Web3 product and infrastructure company focused on making Web3 fun, simple, and accessible for everyone. We talk about creating the Skyweaver trading card game, Sequence’s key differentiating features, the importance of ERC-1155 tokens in games, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:05:22) – Overview of Horizon and Skyweaver.

(00:14:30) – Dive into Sequence, Niftyswap, and ERC1155s.

(00:33:15) – The roadmap for Horizon.

(00:41:52) – The biggest architectural obstacles in crypto.

(00:47:12) – Rapid fire questions.

(00:57:10) – Closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Krause House DAO: Empowering Basketball Fans to Buy and Govern an NBA Team

Fri, 08 Apr 2022 10:00:00 -0400

Flex Chapman is the Co-founder of Krause House DAO, a community of basketball fanatics aiming to buy and operate an NBA team. We discuss the feasibility of buying an NBA team, the implications of a fan-governed team, Krause House’s operational structure, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:19) – The inspiration for Krause House.

(00:05:57) – Buying an NBA team.

(00:13:40) – Structuring Krause House as a DAO

(00:21:21) – Governance within Krause House.

(00:34:37) – The future of Krause House.

(00:39:09) – Closing.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Cryptoys: Collectible, Interactive, and Playable Digital Toys for the NFT Generation

Wed, 06 Apr 2022 10:00:00 -0400

Will Weinraub is the Co-founder and CEO of OnChain Studios, the team behind Cryptoys, collectible and playable digital toys for the NFT generation. We discuss the parallels between Cryptoys and Nintendo, the genesis collection launch, managing privacy on transferable AI, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:26) – The story behind Cryptoys.

(00:08:15) – Overview of Cryptoys.

(00:19:59) – Kids, artificial intelligence, and data.

(00:25:00) – Building on Flow.

(00:30:51) – Potential IP partnerships.

(00:32:25) – Kids and digital immersion.

(00:37:49) – Rapid fire questions.

(00:51:34) – Closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

DISRUPTORS: Why DAOs? With Tracheopteryx

Mon, 04 Apr 2022 10:18:49 -0400

“The next Buddha may be a Sangha.”

DAOs are the next step in collective development, slated to transform life and work as we know it. We are now at the very beginning, and what we’ve seen is only the edge of the shadow.

Our second DISRUPTORS guest, Tracheopteryx, gives a new definition for DAOs, laying out their anatomy, and contextualizing their value. Being a core contributor at Yearn and Coordinape, Tracheopteryx sits right at the frontier of the most decentralized DAOs on the planet.

What are DAOs? How do they work? Why do they matter? Tune in to find out.

Show Notes:

(00:00:00) – Introduction.

(00:02:02) – Tracheopteryx and Yearn.

(00:09:20) – What are DAOs?

(00:16:06) – How do DAOs work?

(00:39:10) – Why DAOs?

(00:45:51) – Q&A

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Crypto Raiders: Creating an Anti-Fragile Game Economy with Skill-Based Gameplay

Fri, 25 Mar 2022 10:00:00 -0400

We sit down with Nicholas Kneuper (CEO) and Nat Eliason (DeFi and Tokenomics Advisor) of Crypto Raiders, an NFT-based dungeon crawler game on Polygon. We dive into earning passive income with MOBS, $RAIDER and $AURUM tokenomics, composability between Polygon games, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:05:44) – Overview of Crypto Raiders.

(00:10:45) – Skill-based earning & tournament mechanics.

(00:14:53) – $RAIDER and $AURUM tokens.

(00:23:33) – The Crypto Raiders economy.

(00:32:23) – Unexpected challenges when building.

(00:36:38) – The Crypto Raiders community.

(00:45:22) – Balancing accessibility, token value, and the economy.

(00:49:37) – The Crypto Raiders roadmap.

(00:52:39) – Advice to builders.

(00:58:29) – MOBS mechanics and composability across games.

(01:06:16) – Closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 is a Shared Experience: Reka and Raz, Co-Founders of Agora

Wed, 23 Mar 2022 10:00:00 -0400

Closing out our Web3 series, we sit down with Reka and Raz, Co-Founders of Agora, a studio DAO building essentials for communities. We dive into community role management with Guild, connecting Web2 and Web3 communities, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:03:46) – Overview of Agora and Guild.

(00:14:36) – Bridging Web3 and Web2.

(00:19:32) – Thoughts on DAO tooling.

(00:30:06) – Community involvement in building.

(00:37:16) – Social graphs and privacy.

(00:42:12) – What’s missing from the Web3 stack?

(00:46:34) – The future of Agora and Guild.

(00:51:39) – Where are we in the adoption of Web3?

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 is Frictionless Collaboration: Stepan Simkin, Co-Founder & CEO of Squads Protocol

Tue, 22 Mar 2022 10:00:00 -0400

Continuing our Web3 series, we sit down with Stepan Simkin, Co-Founder and CEO of Squads Protocol, a collaborative infrastructure for Web3 native teams. We dive into how Squads facilitates collaboration, the state of DAOs on Solana, onboarding the next wave of users, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:04:04) – How Squads manages governance.

(00:06:12) – Governance in Web3.

(00:07:56) – DAO tooling on Solana.

(00:13:21) – Squads onboarding process.

(00:16:37) – DAOs on Solana.

(00:25:16) – Interesting DAO tools.

(00:29:22) – Bringing in the next wave of users.

(00:39:16) – The future of governance.

(00:44:24) – Squads’ roadmap.

(00:48:24) – Closing.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

BreederDAO: The Metaverse Factory Producing Strategically-Aligned Assets at Scale

Fri, 18 Mar 2022 10:00:00 -0400

In this episode, we sit down with Renz Chong, CEO of BreederDAO, an NFT asset factory for blockchain games. We discuss BreederDAO’s business model, $BREED tokenomics, critiques of the guild model, and much more!

Show Notes:

(00:00:00) – Introduction & Renz’s background.

(00:04:50) – BreederDAO’s business model & tooling.

(00:09:27) – Guild partnerships.

(00:12:19) – $BREED token.

(00:14:25) – BreederDAO’s competitive edge.

(00:18:58) – The team & DAO structure.

(00:22:27) – Critiques of the guild-model & guilds.

(00:26:25) – Thoughts on play-to-earn / play-and-earn.

(00:29:28) – Rapid fire questions.

(00:37:46) – BreederDAO’s roadmap & closing.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 Is Reimagining the Architecture of Applications: Preethi Kasireddy, Founder of DappCamp

Wed, 16 Mar 2022 10:00:00 -0400

Our Web3 series continues with Preethi Kasireddy, Founder of DappCamp, a hands-on experience on how to architect, develop, and scale a Web3 app on Ethereum. We dive into the differences in Web2 and Web3 application architecture including decentralized storage, blockchain querying, L2 solutions and much more.

Show Notes:

(00:00:00) – Introduction.

(00:03:38) – Architecture of Web3 apps.

(00:18:38) – Thoughts the future of wallets.

(00:21:16) – Decentralized storage.

(00:28:31) – Querying the blockchain.

(00:33:47) – Aggregating fees for users.

(00:37:46) – L2 scaling solutions.

(00:42:23) – Cross-chain communication.

(00:45:01) – Closing questions.

Social links:

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 Is the Logical Next Version of the Internet: Sahil Bloom, Investor and Co-Founder of The Room Where It Happens

Wed, 16 Mar 2022 07:58:19 -0400

Our Web3 series continues with Sahil Bloom, Investor and Co-Founder of The Room Where It Happens. We talk about investing in Web3, differentiating community governance and ownership, onboarding the next generation of users into crypto, and much more!

Show Notes:

(00:00:00) – Introduction and Sahil’s background.

(00:04:23) – XGamesDAO and governance.

(00:11:13) – Community ownership and Reddit.

(00:16:17) – Investing in Web3.

(00:32:17) – Sahil’s Web3 focus.

(00:37:32) – Industries ripe for disruption from tokenization.

(00:41:43) – Thoughts on NFTs.

(00:43:35) – What is Web3?

(00:44:51) – Thoughts on Web3 social and closing.

Resources:

More

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

MetaMundo: The 3D NFT Marketplace for Building the Metaverse

Fri, 11 Mar 2022 09:43:27 -0500

In this episode, we sit down with Mark Studholme and Finn Hansen, Co-founders of MetaMundo, a project empowering 3D creators to shape the open metaverse. We discuss how NFT interoperability is technically achieved, MetaMundo’s 3D NFT marketplace, the functionality of MetaPortal NFTs, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:09:00) – Technical structure for NFT interoperability.

(00:16:20) – Monitoring and integrating upcoming virtual worlds.

(00:17:38) – Marketplace on MetaMundo.

(00:19:26) – Going multi-chain.

(00:21:02) – Launching MetaMundo.

(00:24:22) – The functionality of MetaPortals.

(00:26:15) – Rapid fire questions.

(00:40:17) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 is the Dataverse: Danny Zuckerman, Founder of 3Box Labs & Ceramic Network

Wed, 09 Mar 2022 09:38:25 -0500

Our Web3 series continues with Danny Zuckerman, Co-founder of 3Box Labs. 3Box Labs has been building out Ceramic Network, an ecosystem for decentralized data storage and management. We cover data interoperability in Web3, how Ceramic enables data composability, and why the dataverse is the new metaverse.

Show Notes:

(00:00:00) – Introduction and Danny’s background.

(00:03:20) – Distributed data and storage.

(00:07:13) – What is Ceramic Network?

(00:17:32) – Impact of composable data structures / Owning your own data.

(00:28:43) – The business models of Web3 social.

(00:35:19) – What is Web3?

(00:42:11) – The trade-offs of using Ceramic Network.

(00:45:02) – The future of Ceramic Network.

(00:48:33) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 is Cryptography for All: Dhadrien, Founder of Sismo Protocol

Tue, 08 Mar 2022 10:04:12 -0500

Our Web3 series continues with dhadrien, Founder of Sismo, a new NFT primitive for private attestations of on and off-chain data. We cover the evolution of the Web3 ethos, the purpose of Sismo and how it works, the future of Web3 identities and privacy, and more!

Show Notes:

(00:00:00) – Introduction.

(00:00:58) – dhadrien’s background.

(00:10:57) – How Web3 ethos has evolved over time.

(00:17:06) – What is Sismo?

(00:22:18) – Use cases of Sismo.

(00:26:46) – Preserving transparency and privacy.

(00:35:46) – What Web3 identity looks like.

(00:39:34) – Web3 vs. Web2 identity.

(00:49:50) – Data & business models in Web3 vs. Web2.

(00:56:16) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Celestia: The World’s First Modular Blockchain Network

Fri, 04 Mar 2022 10:07:03 -0500

In this episode, we sit down with John Adler, Co-founder of Celestia, the first modular consensus and data network to power scalable and secure Web3 applications. We discuss the rise of blockchain modularity, how Celestia solves the data availability problem, plans to bootstrap the Celestia ecosystem, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:46) – Defining Celestia and modular blockchains.

(00:06:23) – Solving the data availability problem.

(00:21:44) – Ethereum rollups vs. Celestia rollups.

(00:28:27) – Why use Celestia?

(00:39:14) – The importance of decentralization.

(00:43:20) – The future of VMs / execution environments.

(00:52:13) – Protecting rollups from spam/DDoS attacks.

(00:58:39) – Disadvantages of modular blockchains.

(01:03:04) – Managing the load on full nodes.

(01:11:15) – Cevmos.

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 is Socially Transparent: Michael McGuiness, Co-founder of gm.xyz

Wed, 02 Mar 2022 10:09:05 -0500

Next in our Web3 series, we host Michael McGuiness, Co-founder of gm.xyz, a crypto-native, decentralized, and user-owned social network. We dive into Web3 social networks, key features of gm.xyz, benefits of decentralization, and much more! Show Notes:

(00:00:00) – Introduction.

(00:02:53) – Overview of gm.xyz.

(00:14:43) – What is Web3?

(00:21:59) – How Web2 social networks can integrate Web3 elements.

(00:27:19) – Web3 social / Decentralizing gm.xyz.

(00:37:07) – Rapid fire questions.

(00:42:52) – Closing.

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 is an Opportunity for All Developers: Nader Dabit, Developer Relations Engineer at Edge & Node

Tue, 01 Mar 2022 10:14:40 -0500

Next in our Web3 series, we have Nader Dabit, a Developer Relations Engineer at The Graph and Edge & Node. Having spent 10 years in the traditional tech world, Nader brings the developers’ perspective of building in Web3 versus Web2. We discuss the “Web3-ification” of Web2 apps, identity management solutions, and much more!

Show Notes:

(00:00:00) – Introduction and Nader’s background.

(00:05:56) – Will Web2 embrace Web3?

(00:10:44) – Development in Web2 vs. Web3.

(00:17:30) – Most significant user experiences in Web3.

(00:21:43) – The development process in Web3.

(00:35:56) – The Graph.

(00:38:02) – Dealing with Identity / Misconceptions about Web3.

(00:42:51) – Maximalism in crypto.

(00:46:38) – The future of wallets / Web3-ification and new paradigms.

(00:54:07) – Closing.

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Matt West: The Scientist, Yearn Developer, and DeFi Degen Running For Congress

Sun, 27 Feb 2022 10:02:30 -0500

Matt West is a scientist, former Yearn developer, and now congressional candidate. We discuss why he’s running for the U.S. House, thoughts on the state of crypto regulation, and how he intends to improve regulation surrounding blockchain crypto, and the economy of the future.

Show Notes:

(00:00:00) – Introduction and Matt’s background.

(00:02:46) – Matt’s journey in crypto.

(00:11:08) – Having conversations about frontier tech.

(00:16:57) – What crypto enables for the masses.

(00:21:08) – Crypto pain points that hinder adoption.

(00:29:20) – Matt’s playbook for crypto in congress.

(00:37:13) – Thoughts on DAOs.

(00:41:30) – Closing.

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Jambo: The Web3 Super App Empowering the Next Generation of Africans

Thu, 24 Feb 2022 09:19:34 -0500

In this episode, we sit down with James Zhang, Co-founder of Jambo to discuss building the Web3 super app of Africa. We talk about James’ experience of growing up in Africa, challenges with the African market landscape, key partnerships and features on the Jambo app, and much more!

Show Notes:

(00:00:00) – Introduction / James’ background.

(00:01:57) – Overview of Jambo.

(00:08:00) – The experience of building in Africa.

(00:17:20) – Recruiting community leaders.

(00:21:12) – Features on the Jambo app.

(00:25:45) – Jambo token utility.

(00:29:06) – Go-to-market strategy and partnerships.

(00:36:06) – Key upcoming milestones.

(00:40:31) – How people can get involved.

(00:41:29) – Closing questions.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Web3 Is Community Ownership: Jess Sloss, Co-Creator at Seed Club

Wed, 23 Feb 2022 09:58:32 -0500

Continuing our Web3 series, we bring on Jess Sloss, Co-creator of Seed Club, a DAO that builds and invests in communities, to talk about how Web3 is centered around community ownership. We dive into some Seed Club incubated projects, how tokens give power to creators and the community, scaling and mentorship in Seed Club, and much more!

Resources:

Web3 Is Describing Interactions In a Verifiable Way: Juan Benet Co-creator of Filecoin and IPFS

Tue, 22 Feb 2022 10:00:00 -0500

Starting off our Web3 series, we sit down with Juan Benet, Founder of Protocol Labs and Co-creator of IPFS & Filecoin, to talk about how Web3 is modeling the course of value and relationships in the economy in a verifiable way. We dive into why software is going to eat economics and law, the formation of global communities, Web2 incumbents’ reactions, and much more!

Resources:

Derek Yoo: Exploring the Moonbeam and Moonriver Ecosystem, the Role of EVM in Multi-Chain, and Use-Cases of Application-Specific Blockchains

Sun, 20 Feb 2022 10:12:51 -0500

In this episode, we sit down with Derek Yoo, Co-founder of PureStake, Moonbeam and Moonriver. Moonbeam and Moonriver are generalized EVM-compatible Parachains on Polkadot and Kusama respectively. We dive into the Moonbeam ecosystem, use-cases for application-specific blockchains, building multi-chain dApps, and much more!

Social links:

Resources:

Stardust: Powering Games in the Metaverse with an Easy API Integration

Fri, 18 Feb 2022 13:27:51 -0500

In this episode, we sit down with Canaan Linder, founder of Stardust, a platform making it easy to create and implement NFTs in games. We discuss Stardust’s core functionality and user experience, building surrounding infrastructure (marketplaces and player wallets), supporting multiple chains, and much more!

Resources:

Lyn Ulbricht and René Pinnell: A Mother and Best Friend’s Mission To Free Ross Ulbricht of Silk Road

Tue, 15 Feb 2022 10:03:51 -0500

In this episode, we sit down with Ross Ulbricht’s mother, Lyn Ulbricht and his friend, René Pinnell to talk about their journey to free Ross from prison. We discuss the history of Ross and the Silk Road, the charges made against Ross, FreeRossDAO, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:07:34) – Ross and the Silk Road.

(00:18:23) – Ross’ charges and sentence.

(00:24:50) – How people can get involved.

(00:28:38) – How change can happen.

(00:33:49) – Overview of FreeRossDAO.

(00:45:10) – Ross’ current state.

(00:51:05) – Closing

Resources:

CryoSecurity: Crypto Security Horror Stories, Personal Best Practices, and Preserving Privacy Online

Fri, 11 Feb 2022 10:14:57 -0500

In this episode, we sit down with security expert Logan from CryoSecurity, a cryptocurrency security consultancy firm. We discuss lesser known attack vectors, social engineering attacks, personal best practices, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:06:16) – Security horror stories and lesser known attack vectors.

(00:14:48) – Attack vectors that scare Logan.

(00:19:56) – Social engineering attacks.

(00:25:44) – Advice to anonymous teams / VPNs.

(00:35:40) – Personal security best practices.

(00:56:47) – Advice for funds, founders, and teams.

(01:01:04) – Closing.

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Index Coop: Scaling Decentralized Governance, Specialization Within DAOs, and Token Compensation

Tue, 08 Feb 2022 10:09:06 -0500

In this episode, we sit down with DAO pioneer Simon Judd from Index Coop, a community-led initiative that makes crypto investing simple and accessible through on-chain crypto funds. We dive into Index Coop’s structure, operations, and people, specialization within DAOs, treasury management, and much more!

Show Notes:

(00:00:00) – Introduction / Simon’s background.

(00:07:46) – The entities & value flows within Index Coop.

(00:11:45) – What is a DAO?

(00:19:37) – How Index Coop functions.

(00:25:10) – A week in Index Coop.

(00:29:41) – Index Coop’s onboarding experience.

(00:32:49) – The people in Index Coop.

(00:37:37) – Compensation in Index Coop / Thoughts on tokens.

(00:41:50) – Thoughts on DAO structures.

(00:52:35) – DAO treasury management and tooling.

(00:56:28) – The future of DAOs.

(00:58:58) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

DISRUPTORS: Redefining Immersion, Play, and Game Economies with Brooks Brown

Fri, 04 Feb 2022 10:19:23 -0500

Brooks Brown, CEO and Co-Founder of NOR, kicks off the first episode of DISRUPTORS with a presentation on the immanent experience of play and how it translates into meaningful game design for Web3.

Brooks has more than 18 years of creative and strategic development in interactive content for the world’s most successful brands and franchises, including Lucasfilm, Lucasarts, Lightstorm Entertainment, Universal Pictures, and James Cameron’s AVATAR quadrilogy.

What is the Magic Circle? Why are whales being manipulated in free-to-play games? How is NOR redefining what immersion means? Tune in to find out.

Show Notes:

(00:00:00) – Introduction.

(00:02:43) – What is art?

(00:07:34) – “The Magic Circle” in games.

(00:10:18) – A genealogy of video games.

(00:21:09) – The financialization impact of free-to-play.

(00:25:09) – Whale manipulation through pay-to-win.

(00:31:50) – What is crypto & NFTs?

(00:35:00) – What is NOR?

(00:40:41) – Separation of the financial metagame (PlayFi).

(00:46:48) – Reintroducing death in games.

(00:48:19) – Q&A.

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Emin Gün Sirer: Problems with L2 Scaling Solutions, Avalanche Subnets Explained, and MEV on Snowman++

Tue, 01 Feb 2022 11:13:12 -0500

In this episode, we sit down with Emin Gün Sirer, Founder and CEO of Ava Labs, the team behind Avalanche, the smart contracts platform with the fastest time-to-finality in the blockchain industry. We discuss Avalanche subnets, enterprise use-cases, valid criticisms of crypto and much more!

Show Notes:

(00:00:00) – Introduction.

(00:04:40) – What are Subnets?

(00:13:13) – Enterprise use-cases for Avalanche.

(00:19:18) – Emin’s thoughts on the L2 space..

(00:28:35) – The c-chain consensus mechanism.

(00:37:06) – Emin’s thoughts on execution environments and state bloat.

(00:44:35) – The most valid criticisms of crypto.

(00:50:44) – Avalanche summit details and closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Fan Controlled Football: Reinventing Sports Spectatorship for the Digital Age

Sat, 29 Jan 2022 10:00:00 -0500

Sohrob Farudi, CEO and Co-founder of Fan Controlled Football, gives us an inside look into FCF and its new Ballerz Collective NFT project that puts fans in control of real life professional sports teams. We cover democratising gameplay decision-making, redesigning the stadium and game rules, introducing social dynamics, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:43) – Issues with fan engagement in sports.

(00:03:07) – Giving power back to the fans.

(00:05:50) – What is Fan Controlled Football (FCF)?

(00:10:48) – What FCF has achieved so far.

(00:13:30) – The gamification of the fan experience.

(00:18:27) – Creating superstar fans.

(00:19:41) – The player and owner experience on FCF.

(00:24:32) – The Ballerz Collective NFT and sneak peeks.

(00:33:26) – Building the physical stadium.

(00:36:10) – Game rules in FCF.

(00:41:59) – Expanding to sports beyond football.

(00:45:26) – Appealing to location-based fans.

(00:48:13) – Governance in FCF.

(00:51:40) – Why would an elite player come to FCF?

(00:53:31) – Revenue flows, token design, and sports betting.

(01:02:24) – Season 1 promotional video.

(01:06:04) – Upcoming events, sales, and closing remarks.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Crypto Unicorns: Creating a Sustainable Play-and-Earn Economy Around Unique Unicorn NFTs

Tue, 25 Jan 2022 10:00:00 -0500

In this episode, we sit down with Aron Beierschmitt, the CEO and Co-founder of Laguna Games, the team behind Crypto Unicorns, a blockchain game centered around unique Unicorn NFTs that players utilize in a fun farming simulation and Battle Loops including Jousting, Racing, and Team RPG. We discuss building a sustainable play-and-earn economy, integrating social gameplay through neighborhoods, the $RBW and $UNIM token mechanisms, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:20) – Aron’s background.

(00:03:10) – Aron’s interest in games.

(00:06:48) – Overview of Crypto Unicorns.

(00:12:19) – Which game element will be most appealing to players?

(00:15:09) – Land sales and neighborhoods.

(00:18:10) – The utility of Unicorn Milk and Rainbow tokens / Alpha leak.

(00:23:58) – Decentralizing Crypto Unicorns.

(00:28:25) – The roadmap and upcoming releases.

(00:33:29) – “Play and earn” and building a sustainable economy.

(00:36:36) – Challenges with building a blockchain game.

(00:42:13) – Biggest learning from being in crypto.

(00:45:15) – Rapid fire questions.

(00:52:40) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

dOrg: Defining DAOs, Comparing the DAO-Model to Traditional LLC Structures, and the Future of DAO Tooling

Sun, 23 Jan 2022 10:00:00 -0500

In this episode, we dive deep with DAO power users Ori Shimony and Nestor Amesty from dOrg, a full-stack Web3 development collective, covering DAO ontology and taxonomy, the trade-offs of DAO structures, the future of DAO tooling, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:47) – Guests’ backgrounds.

(00:04:47) – What is a DAO?

(00:07:52) – The non-hierarchical nature of DAOs.

(00:12:04) – Classifying DAOs.

(00:14:35) – Deciding to structure dOrg as a DAO / DAOs vs. traditional structures.

(00:19:17) – dOrg’s operational structure.

(00:23:06) – Token compensation models.

(00:26:42) – Traction that dOrg has achieved.

(00:28:57) – Having a sense of job security in dOrg.

(00:31:26) – Projects that dOrg has worked on.

(00:37:24) – Advantages and drawbacks of dOrg’s DAO structure.

(00:45:39) – Thoughts on the state of DAO governance and tooling.

(00:52:13) – The business model for DAO tooling.

(00:56:19) – Can DAO tooling be generalized?

(01:00:13) – The most successful DAOs in crypto.

(01:03:34) – Upcoming DAO tooling.

(01:06:24) – Predictions for future DAOs and governance.

(01:11:38) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Tamara Frankel: Deep Dive into the Polkadot and Kusama Ecosystem, the Power of Memes, and DeFi 3.0

Fri, 21 Jan 2022 10:09:58 -0500

In this episode, we sit down with Tamara Frankel, Founding Partner of D1 Ventures, a crypto asset focused investment and advisory firm that is powering the future of the open economy. We dive into how the Polkadot ecosystem stacks up against Cosmos, the next generation of DeFi (DeFi 3.0), the state of DAOs, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:11) – Tamara’s background.

(00:04:24) – How Polkadot stacks up against Cosmos.

(00:10:25) – The next generation of DeFi (DeFi 3.0).

(00:14:51) – Overview of Dicc DAO.

(00:19:42) – Issues that DAOs face.

(00:25:40) – The differences between Polkadot and Kusama.

(00:32:03) – Getting involved with the DotSama ecosystem.

(00:39:09) – Is it too late to get into crowd loans?

(00:42:22) – Primitives D1 Ventures is looking at right now.

(00:48:50) – Closing thoughts / DotSama communities.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Justin Aversano: Curating On-chain Photography on Quantum Art, the Case for Photography NFTs, and the Twin Flames Story

Wed, 19 Jan 2022 10:01:36 -0500

In this episode, we sit down with Justin Aversano, the creator of Twin Flames and Co-founder of Quantum Art, an on-chain curation platform focused on photographers and their work. We discuss the differences between the crypto art space and the traditional art world, the case for on-chain photography, the collector’s experience on Quantum Art, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:14) – Justin’s background.

(00:01:59) – The traditional art world vs. the crypto art world.

(00:05:34) – The benefits of putting photography on-chain.

(00:07:10) – Will new artists go the traditional route or the crypto route?

(00:08:41) – The motivation behind Twin Flames.

(00:11:43) – The process behind Twin Flames.

(00:16:30) – How photographers can get involved with Quantum Art.

(00:18:39) – The collector’s experience on Quantum Art.

(00:21:34) – Quantum Art’s relationship with artists.

(00:24:10) – Plans for scaling curation.

(00:25:04) – The most rewarding thing about building Quantum Art.

(00:27:14) – What’s next for Quantum Art?

(00:31:09) – Physical spaces vs. online spaces.

(00:33:24) – Bringing films onto Quantum Art.

(00:34:01) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Ryan “Fwiz” Wyatt: Head of YouTube Gaming on the Future of Blockchain Games, Web3, and the Creator Economy

Mon, 17 Jan 2022 13:25:10 -0500

In this episode, we sit down with Ryan “Fwiz” Wyatt, Head of Gaming at YouTube, who brings years of experience having worked in Major League Gaming, Machinima, and as a competitive gamer himself. Hear from Ryan on the role of Big Tech in the Web3 movement, how the world will transition to blockchain games, Web3’s impact on the creator economy and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:20) – Ryan’s background.

(00:01:47) – Ryan’s work at YouTube.

(00:06:07) – Big Tech’s role in the Web3 movement.

(00:08:47) – Ryan’s journey into the gaming industry.

(00:12:45) – The role of games in modern society.

(00:14:42) – Ryan’s involvement in crypto.

(00:21:12) – The most potent and interesting aspects of blockchain gaming.

(00:27:09) – Elements of Web3 games that will resonate with traditional gamers.

(00:30:49) – The effects of spending populations migrating to Web3.

(00:33:58) – Traditional gaming corporations and Web3.

(00:38:01) – What is missing from blockchain gaming?

(00:41:21) – Crypto native games vs. games that abstract crypto elements away.

(00:44:01) – DAO governance decision-making in games.

(00:46:31) – Web3’s impact on the creator economy.

(00:51:55) – Biggest learnings from working at YouTube.

(00:55:12) – The biggest threats to blockchain gaming.

(00:59:06) – Advice to builders in the space.

(01:02:11) – Rapid fire questions.

(01:08:12) – Closing.

Social links:

Resources:

Delphi Podcast Summaries

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Tarun Chitra: Drinking 3 Redbulls a Day, Gauntlet’s Financial Modelling Platform, and the Future of Governance

Wed, 29 Dec 2021 09:00:00 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Tarun Chitra, Founder of Gauntlet, a financial modelling platform that uses battle-tested techniques from the algorithmic trading industry to inform on-chain protocol management. The two discuss the intricacies of Gauntlet’s risk models, the future of governance, the state of artificial intelligence, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:23) – Tarun’s background / Moving into crypto.

(00:16:44) – Overview of Gauntlet.

(00:26:06) – Updating risk models.

(00:30:16) – Are risk models independent?

(00:34:27) – Getting to full automation.

(00:41:29) – The future of governance.

(00:45:58) – Automated governance modelling.

(00:49:09) – Sophisticated AI attack vectors.

(00:52:12) – Thoughts on the state of AIs.

(00:58:05) – Biggest goal for Gauntlet in the next year.

(00:59:19) – Tarun’s favorite hair color.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Sahil Lavingia: Leaving as Pinterest Employee #2, Gumroad Creators Earning $500M, and Why Web2 Companies Can‘t Compete with Web3

Wed, 22 Dec 2021 09:02:33 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Sahil Lavingia, Founder of Gumroad, a powerful, but simple, e-commerce platform that helps creators monetize digital products and memberships. The two discuss Sahil’s decision to leave Pinterest, Web3’s edge over Web2, decentralizing Gumroad and shifting to a Web3 model, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:28) – Sahil’s background.

(00:05:24) – The decision to leave Pinterest / Starting Gumroad.

(00:13:41) – Working through adversity.

(00:21:45) – Advice to crypto founders.

(00:36:56) – Decentralizing Gumroad.

(00:45:31) – Thoughts on merging Web2 and Web3.

(00:48:48) – Social credit and pseudonymity.

(00:53:07) – Why Web2 and Web3 are not mutually exclusive.

(01:03:27) – Web3’s edge over Web2.

(01:09:15) – Pushing change forward on the societal level.

(01:13:41) – Sahil and Gumroad’s shift into Web3.

(01:20:35) – The most impactful idea in Sahil’s book.

(01:23:43) – Closing

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

ALL.ART: Solving Metadata, Intellectual Property, and Infrastructure for NFTs, $AART Token IDO, and the Case for Virtual Reality

Mon, 20 Dec 2021 09:00:56 -0500

The Delphi Podcast Guest Host and NFT/Gaming Analyst Jeremy Parris sits down with Vitomir Jevremovic and Jovan Tisma, Co-founders of ALL.ART, foundational NFT infrastructure built on the Solana blockchain. They discuss metadata, infrastructure, and intellectual property issues around NFTs, the $AART token IDO and NFT drop, VR ALL.ART and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:30) – Guests’ backgrounds.

(00:03:08) – What is ALL.ART?

(00:10:31) – What is lacking in current NFT metadata & infrastructure.

(00:21:12) – The intellectual property and licensing problem with NFTs.

(00:28:59) – Overview of Solsea.

(00:39:51) – Details of the ALL.ART IDO.

(00:48:03) – The ALL.ART NFT collection.

(00:50:17) – The case for virtual reality.

(00:56:16) – $AART token.

(01:03:35) – Advantages of having Solsea as a working product.

(01:06:27) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Superfluid: Streaming Salaries by the Second, Building Token Standards for Programmable Cash Flows, and Super App

Fri, 17 Dec 2021 09:03:27 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Francesco George Renzi, CEO and Co-founder of Superfluid, a protocol building programmable money streams. The two discuss how streaming solves payment problems today, the potential of streaming as a DeFi primitive, using future cash flow for on-chain credit scoring, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:17) – Francesco’s background.

(00:02:40) – The inspiration for starting Superfluid.

(00:04:31) – Problems with payments today / Why streaming payments are better.

(00:07:57) – Potential pushback from Web2.

(00:10:22) – Superfluid usage in DAOs.

(00:12:47) – Getting started with Superfluid.

(00:17:27) – Upgrading/downgrading tokens.

(00:19:40) – How gas cost savings are achieved.

(00:23:11) – Uses for streaming beyond payments.

(00:29:58) – Future cash flow and on-chain credit scoring.

(00:34:36) – What are Super Apps?

(00:38:02) – Superfluid and L2s.

(00:41:34) – Biggest challenge building Superfluid / Advice to founders.

(00:44:45) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Terra Autumn Series Ep. 7: Introducing Ultimate Composability, Refracting Digital Assets with PRISM

Wed, 15 Dec 2021 09:57:25 -0500

Head of Delphi Labs Jose Maria Macedo sits down with Hyperion, General Manager of PRISM, a protocol that “refracts” digital assets into yield and principal components, enabling the next level of DeFi composability. The two discuss the potential of interest rate derivatives in crypto, projections for principal and yield tokens, the composability of these refracted assets, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:27) – Hyperion’s background.

(00:05:42) – Deciding to build in crypto.

(00:07:27) – Interest rate derivatives in TradFi.

(00:11:09) – Using interest rate derivatives as a hedge.

(00:14:40) – The size of the interest rate derivatives market.

(00:16:50) – The founding basis of PRISM.

(00:17:45) – Bonding / yield curves in crypto.

(00:22:06) – The user journey on PRISM.

(00:23:45) – Price expectations for pLuna and yLuna.

(00:29:37) – Long/short strategies for pLuna and yLuna.

(00:32:10) – Perpetuals for pLuna.

(00:34:35) – Fixed maturity on the tokens.

(00:37:15) – The relationship between p tokens and y tokens.

(00:38:57) – Tokens beyond pLuna and yLuna.

(00:42:08) – The possibilities for aUST?

(00:44:48) – Additional functionalities on PRISM.

(00:48:01) – The $PRISM token.

(00:53:11) – Composability use-cases for PRISM.

(00:55:24) – Why interest rate derivatives have not gained traction in crypto.

(00:59:41) – The core interest rates in crypto.

(01:03:52) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Bored Elon: Sharing Invention Ideas to 1.7m Followers, Blockchain Gaming, Diligencing a Gaming Investment and AI in Multiplayer Games

Mon, 06 Dec 2021 09:04:39 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with angel investor and pseudonymous online persona Bored Elon Musk. Bored started out as an Elon Musk parody account and has grown to having over 1.7M followers today. The two discuss the journey of growing a pseudonymous account, traditional gaming versus Web3 gaming, effective integration of artificial intelligence (AI) into multiplayer games, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:27) – The journey of being a pseudonym.

(00:06:23) – Transitioning into crypto.

(00:08:27) – The benefit of being pseudonymous.

(00:11:29) – Using reputation to build versus chasing quick money.

(00:13:44) – Traditional gaming shifting to the Web3 model.

(00:18:27) – Traditional gaming versus Web3 gaming.

(00:25:54) – Attracting talent from traditional gaming.

(00:27:28) – How game communities can contribute to building.

(00:31:29) – What a successful Web3 game needs.

(00:36:35) – Thoughts on the sheer amount of games coming out.

(00:39:02) – Games on specific L1s and L2s.

(00:42:24) – Realistic timelines for immersive full-fledged crypto games.

(00:46:49) – Multiplayer and AI gaming.

(00:53:00) – The societal impact of our next generation earning from games.

(00:56:43) – Game monetization and play-to-earn models.

(01:01:32) – Overview of MetaMars.

(01:05:34) – Closing.

Social links:

Bored’s Twitter

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Not3Lau Capital: Hunting for Alpha, Finding Your Tribe, and Working Effectively With Founders

Fri, 03 Dec 2021 09:00:00 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with the Lau brothers – Darren, Daryl, and Zachary Lau, also known as Not3Lau Capital. They discuss the importance of finding your tribe, how to work effectively with founders, staying up to speed with the markets and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:34) – Guests’ backgrounds.

(00:04:43) – The twins’ intern experience at CoinGecko.

(00:06:08) – The journey post-jobs.

(00:09:02) – The brothers’ biggest lessons from their last jobs.

(00:12:56) – Finding your tribe in crypto.

(00:16:53) – Judging tribes in crypto.

(00:17:38) – What to look out for when doing due diligence.

(00:21:12) – What makes a great founder.

(00:25:29) – Giving critical feedback to founders.

(00:31:47) – Staying up to speed with the market.

(00:35:17) – The Daily Ape.

(00:36:35) – Finding rotations and narratives early.

(00:40:44) – How the brothers compliment each other.

(00:44:59) – What the brothers disagree on.

(00:47:34) – How the investment committee held in Not3Lau Capital.

(00:48:57) – Their best and worst plays.

(00:58:24) – Advice to people new to crypto.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Pink Swan Trading: DeGen NFT Data Analytics, Building an Institutional Grade Crypto Options Analytics Platform, and a Business Wrapped in a CryptoPunk

Tue, 30 Nov 2021 10:00:40 -0500

Director of Delphi Research Ashwath Balakrishnan and Delphi Ventures Analyst Avi Zurlo, sit down with Pat Doyle and Greg Magadini, Co-founders of Pink Swan Trading, a crypto data studio. They have in-depth discussions around their products DeGenData, a de-generative NFT data lab, and Genesis Volatility, an institutional grade crypto options analytics platform, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:33) – Guests’ backgrounds.

(00:04:32) – Ethereum maximalism.

(00:06:35) – Thoughts on the NFT revolution.

(00:10:09) – Overview of DeGenData.

(00:12:30) – Most interesting insight from DeGenData.

(00:14:00) – Building a brand around a CryptoPunk.

(00:16:46) – Selling DeGenData as a CryptoPunk.

(00:19:33) – Complying with regulations.

(00:23:00) – The landscape of crypto options.

(00:27:06) – Offering options on long-tail assets.

(00:31:03) – Genesis Volatility’s differentiator.

(00:34:54) – The inspiration for Genesis Volatility.

(00:36:36) – Thoughts on DeFi volatility.

(00:41:52) – Bringing institutions into trading DeFi volatility.

(00:43:09) – Thoughts on flow dynamics on DeFi options protocols.

(00:46:06) – Guests’ favorite DeFi options protocols.

(00:49:13) – Thoughts on convergence toward traditional markets.

(00:50:38) – Advice for builders in crypto.

(00:53:56) – Rapid fire questions.

(00:57:26) – Closing.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can

LayerZero Labs: Building the Future of Cross-chain, LayerZero Protocol, and Solving the Bridging Trilemma with Stargate

Mon, 29 Nov 2021 10:00:45 -0500

Delphi Digital’s cross-chain experts, Avi Zurlo and Can Gurel sit down with co-founders, Bryan Pellegrino (CEO) and Ryan Zarick (CTO), of LayerZero Labs, a trustless omnichain interoperability protocol. They discuss building the future of cross-chain communication, solving the bridging trilemma, and Stargate, a cross-chain liquidity network.

Show Notes:

(00:00:00) – Introduction.

(00:00:47) – Guests’ take on the future of blockchains.

(00:03:25) – What is LayerZero?

(00:09:00) – Expected oracle-relayer combinations.

(00:12:51) – The architecture and efficiency of the ultra light node.

(00:15:06) – The opportunities for on-chain generic messaging.

(00:18:01) – Overview of Stargate.

(00:23:00) – The bridging trilemma.

(00:27:46) – Stargate’s user experience.

(00:33:57) – Instant guaranteed finality on Stargate.

(00:37:22) – Chains that Stargate will support.

(00:40:30) – LayerZero and Stargate tokens?

(00:45:23) – LayerZero’s biggest challenge.

(00:49:18) – How people can get involved with LayerZero.

(00:51:18) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

PleasrDAO: Collecting Internet Culture, Acquiring the Wu Tang Clan Album, Snowden & Doge NFT, and Art DAO Operations

Fri, 26 Nov 2021 09:00:14 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with members of PleasrDAO Jamis (Chief Pleasing Officer), Andy (founder of Fractional), and gmoney (INFINFT Partner). PleasrDAO is a collective focused on acquiring culturally significant art pieces, creating value from the essence of the pieces and sharing them with the community. Topics discussed include the origins of PleasrDAO, war stories behind significant art pieces, challenges with operating an art DAO, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:52) – Elevator pitch for PleasrDAO.

(00:03:01) – The origins of PleasrDAO.

(00:06:20) – Building out an art DAO.

(00:11:50) – Sole ownership vs. owning NFTs as a community.

(00:13:29) – PleasrDAO’s coordination process.

(00:15:35) – Deciding when to add or remove members.

(00:17:02) – The challenges as a DAO.

(00:20:46) – War stories behind collection pieces.

(00:25:18) – Deciding what to focus on as a DAO.

(00:30:05) – Planning to monetize assets.

(00:32:16) – The Wu Tang Clan Album.

(00:36:28) – The Edward Snowden NFT.

(00:39:57) – DAO Operations.

(00:41:51) – The future of PleasrDAO.

(00:45:50) – How far away is ideal DAO tooling?

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency pa

Jose & Yan discuss Delphi Labs, Incubating Mars/Astroport, & Token Economic Design

Tue, 23 Nov 2021 09:00:00 -0500

Head of Delphi Labs Jose Maria Macedo sits down with Managing Partner of Delphi Ventures Yan Liberman to discuss all things Delphi Labs. The two discuss the origin and goal of Delphi Labs, design considerations around Mars and Astroport token economics and lockdrop mechanisms, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:02:21) – The genesis of Delphi Labs.

(00:04:10) – Working on Axie Infinity.

(00:05:30) – What is token economics?

(00:08:27) – Moving from consulting to building.

(00:09:50) – The Terra Luna story.

(00:20:03) – Mars as a generalized credit protocol.

(00:24:04) – $MARS token economics.

(00:29:14) – Mars’ dynamic interest rate model.

(00:31:49) – Overview of Astroport.

(00:32:40) – $ASTRO token design.

(00:41:02) – Astroport’s launch strategy.

(00:57:50) – Other incubator projects.

(01:00:34) – The goal of Delphi Labs.

(01:06:04) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

SquiggleDAO: Creating Lasting Cultural Impact, Bootstrapping a $25 Million Dollar Treasury, and Incentivizing DAO Work

Thu, 18 Nov 2021 10:00:45 -0500

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gregg, Instigator and Genesis Team of SquiggleDAO, a DAO foundry for on-chain generative art. The two discuss the role of Squiggles within the community, bootstrapping its treasury, incentivising DAO work, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:17) – What is a Squiggle?

(00:01:29) – How Gregg got into Squiggles.

(00:02:52) – Introduction to SquiggleDAO.

(00:05:18) – The effects of SquiggleDAO’s entry requirements on the community.

(00:08:00) – The role of Squiggles within the DAO.

(00:10:35) – Current community projects.

(00:13:07) – Gregg’s role within the DAO.

(00:16:26) – The SquiggleDAO treasury.

(00:19:12) – Why members were willing to part with valuable art pieces.

(00:25:00) – The value of SquiggleDAO tokens.

(00:27:17) – Hunting for rare Squiggles.

(00:28:43) – How SquiggleDAO operates.

(00:33:40) – Are members’ worth in Squiggles a factor?

(00:35:22) – Reputation vs. incentives as motivators.

(00:38:12) – Using rare Squiggle fractions vs. floor Squiggles for DAO entry.

(00:39:47) – Expanding beyond Squiggles.

(00:43:08) – Success metrics for SquiggleDAO.

(00:45:30) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Hume: Enabling Community Powered Virtual Artists for the Metaverse and Beyond

Tue, 16 Nov 2021 10:03:05 -0500

The Delphi Podcast Guest Host and NFT/Gaming Analyst Jeremy Parris sits down with David Beiner (CEO) and Jay Stolar (Chief Artist Officer) of Hume, an upcoming virtual media studio creating “Virtual Artists” who perform, release content, and engage with the masses like any other artist. They discuss the paradigm shift for artists, how a virtual artist studio functions, the role of virtual artists in the future of entertainment, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:03:04) – David and Jay’s background.

(00:12:55) – The changing mindset of artists.

(00:15:52) – The paradigm shift for artists.

(00:20:47) – The future of entertainment.

(00:25:45) – What is Hume?

(00:30:55) – Community interactions with virtual artists.

(00:33:32) – The ontology of virtual artists.

(00:35:39) – Further participation in the Hume collective.

(00:41:42) – What David and Jay hope to achieve.

(00:46:30) – Closing thoughts.

Social links:

Resources:

Delphi Podcast Summaries

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Terra Autumn Series Ep. 6: Creating Customized Dynamic ETFs (Clusters) with Nebula Protocol

Thu, 04 Nov 2021 10:42:19 -0400

Guest Host and Head of Delphi Labs Jose Maria Macedo sits down with Sawit Trisirisatayawong, General Manager of Nebula Protocol, a community governed protocol that enables customized dynamic ETFs (clusters) and indices on Terra. The two discuss Nebula’s dynamic rebalancing design, the governance process for clusters, potential use-cases for cluster tokens, and much more!

Every Delphi Podcast is dropped first as an interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews first.

Show Notes:

(00:00:00) – Introduction.

(00:01:33) – Sawit’s background.

(00:06:29) – Choosing to build on Terra.

(00:10:38) – Choosing to build an index protocol.

(00:18:28) – Overview of Nebula.

(00:22:59) – Asset weight rebalancing explained.

(00:30:49) – Nebula’s rebalancing mechanism design.

(00:35:51) – The governance process around clusters on Nebula.

(00:43:46) – Setting the rebalancing parameters.

(00:45:43) – The step-by-step process of rebalancing.

(00:50:32) – Cash flow streams for index creators.

(00:52:08) – The products launching on Nebula.

(00:57:37) – Bringing over assets from other chains.

(00:59:27) – Finding out users’ demand for specific assets.

(01:03:45) – Use cases for cluster tokens.

(01:07:53) – How to find out more about Nebula.

(01:08:57) – What Sawit is most excited about for Terra.

(01:11:20) – How Nebula ties into the real world.

(01:12:59) – Closing thoughts.

Social links:

Resources:

Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Jeff Dorman: Arca‘s CIO On Promoting Humility, Eclipsing $500M In AUM and Activism With SushiSwap

Tue, 02 Nov 2021 11:01:15 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jeff Dorman, Chief Investment Officer (CIO) of Arca, an asset management firm offering institutional-calibre products for sophisticated investors to gain exposure to digital assets. The two discuss Arca’s SushiSwap proposal, merging traditional finance and crypto, Jeff’s biggest lessons as a CIO, and much more.

We would like to thank our sponsors for making this podcast possible.

Kava: Kava connects the world's largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io

Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 projects who are everyday building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:40) – Overview of Arca.

(00:04:30) – Jeff’s approach to time management.

(00:06:27) – Making decisions as a CIO.

(00:09:45) – Biggest learnings from transitioning into a CIO.

(00:11:21) – The investment process at Arca.

(00:15:27) – What young crypto professionals are lacking today.

(00:19:46) – Biggest learning from crypto in 2021.

(00:22:30) – Filtering potential investments.

(00:24:58) – The SushiSwap deal.

(00:36:45) – Jeff’s thoughts on activist investing.

(00:38:18) – Selling vs. active participation.

(00:42:00) – Traditional finance and crypto.

(00:47:02) – Envisioning the merge of TradiFi and crypto.

(00:55:43) – Jeff’s thoughts on regulations.

(01:00:35) – Jeff’s best advice.

Social links:

Resources:

Transacting on StarkWare’s Live ZK-Rollups Is Orders of Magnitude Cheaper With the Security of Ethereum, StarkWare-Powered Gaming, and Building a Vibrant Ecosystem of dApps

Fri, 29 Oct 2021 11:33:50 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy and Delphi’s Head of Research, Medio Demarco, are joined by Eli Ben-Sasson, and Uri Kolodny, Co-Founders of StarkWare, a suite of validity-based blockchain scaling and privacy solutions. Topics discussed include how StarkWare stacks up against other scaling solutions, achieving low transaction costs, developing a vibrant StarkNet dApp ecosystem, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:44) – Guests’ backgrounds.

(00:03:39) – Overview of StarkWare.

(00:07:03) – Coding with Cairo on StarkWare.

(00:10:14) – Deploying game logic on top of Starknet.

(00:11:48) – The low cost of transactions.

(00:16:34) – Implementation speed for integrating dApps.

(00:19:44) – How StarkWare compares to optimistic rollups.

(00:24:42) – Platforms building on top of StarkWare.

(00:27:39) – What success for StarkWare looks like.

(00:28:52) – Data availability, sharding, and Validium.

(00:33:08) – Transaction costs on Validium vs. ZK.

(00:36:19) – Addressing critiques of StarkWare.

(00:43:30) – Being ahead of schedule.

(00:45:28) – Building a community without a token.

(00:46:34) – Game-changing applications on Starknet.

(00:50:07) – Attracting traditional gaming franchises.

(00:53:06) – Best advice from Eli and Uri.

(00:57:44) – How to get involved with StarkWare.

Social links:

Resources:

Disclosures: 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 Digital 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

Spruce: Powering Sign-In With Ethereum, Cross-Chain Identities and Exposing The Dangers of Big Login

Wed, 27 Oct 2021 09:51:44 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gregory Rocco and Wayne Chang, Co-founders of Spruce, an ecosystem of open source tools to enable user-controlled identity anywhere. In this episode, they discuss the importance of decentralized identities, how Sign-in With Ethereum works, the use-cases of cross-chain reputations, and much more.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:39) – Guests’ backgrounds.

(00:04:55) – The identity problem.

(00:07:04) – The goal of Spruce.

(00:09:26) – The effects of identities on DAOs.

(00:12:08) – Why NFTs are not sufficient forms of decentralized identities.

(00:15:08) – The issues with centralized logins.

(00:19:16) – Overview of Sign-in With Ethereum.

(00:26:28) – The data management process of Sign-in With Ethereum.

(00:27:56) – Target adopters for Sign-in With Ethereum.

(00:29:10) – Technical integration difficulties.

(00:31:04) – What ownership of your digital identity and data looks like.

(00:36:40) – The portability of identities.

(00:41:08) – The mechanics of cross-chain identities.

(00:46:20) – Poor identity standards.

(00:48:23) – Reputation identities for DAOs and DeFi.

(00:52:20) – Immutability of the data.

(00:54:32) – How the data is stored with Kepler.

(00:58:54) – SpruceID’s moat.

(01:01:14) – Final thoughts on decentralized identities.

(01:05:08) – How people can get involved with Spruce.

Social links:

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 Digital 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

Terra Autumn Series Ep. 5: Orion Money is Bringing Cross-Chain Stablecoin Banking to the Masses

Mon, 25 Oct 2021 11:13:10 -0400

Jose Maria Macedo and Yan Liberman sit down with Vol and Sam, co-founders of Orion Money, a cross-chain stablecoin bank built on Terra. Discussed topics include Orion’s features and roadmap, $ORION tokenomics, achieving cross-chain trustless governance and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:53) – Guests’ backgrounds.

(00:05:54) – The decision to build Orion Money.

(00:10:17) – An overview of Orion Money.

(00:14:03) – The roadmap of Orion’s features.

(00:16:11) – How Orion Saver works.

(00:17:32) – The traction on Orion Saver thus far.

(00:19:51) – Bringing Orion Money to other chains.

(00:22:18) – How Orion Yield & Insurance works.

(00:24:28) – How Orion Pay works.

(00:25:44) – The role of $ORN token.

(00:33:49) – How cross-chain governance is achieved for Orion Money.

(00:37:46) – Goals for Orion Money.

(00:41:43) – Details for Orion Money’s IDO.

(00:43:51) – The impact of crypto on e-commerce.

(00:45:55) – How people can get involved with Orion Money.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Terra Autumn Series Ep. 4: Mirror Protocol Enables On-Chain Price Exposure to Real-World Assets With Synthetic Asset Tokens

Fri, 22 Oct 2021 09:00:00 -0400

Jose Maria Macedo sits down with Stanford Liu (Head of Research) and Joe Lim (Product Manager) of Terraform Labs, the team behind Mirror, a protocol that enables the trading of fungible assets, “synthetics,” that track the price of real-world assets. The trio discuss Mirror’s synthetics architecture, implementing concentrated liquidity for mAssets ("mirror" versions of real-world assets), notable upgrades in Mirror v2, and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:36) – Guests’ backgrounds.

(00:05:32) – A day in the life at Terraform Labs.

(00:07:24) – Introduction to Mirror.

(00:09:06) – The long term vision for Mirror.

(00:10:03) – The decision process behind Mirror’s synthetics architecture.

(00:12:32) – Biggest contributors to Mirror’s success.

(00:13:53) – Users getting exposure to Mirror assets vs. yield farming.

(00:15:24) – Incentivising trading volume.

(00:17:41) – Mirror v1 vs. Mirror v2.

(00:19:40) – Most exciting features of Mirror v2.

(00:24:33) – Using concentrated liquidity on Astroport.

(00:26:53) – Strategies for inter-protocol composability.

(00:29:45) – Regulation and decentralizing Mirror.

(00:32:10) – Thoughts on scaling Terra.

(00:36:28) – Funding for scaling Cosmos.

(00:38:10) – Most exciting upcoming projects.

(00:40:43) – Removing Terraform Labs from the equation.

(00:42:18) – How to participate in the Mirror community.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here:

Terra Autumn Series Ep. 3: Anchor Protocol Is Building the “Stripe for Savings”

Wed, 20 Oct 2021 09:31:23 -0400

Jose Maria Macedo sits down with Matthew J Cantieri, General Manager of Anchor Protocol, a money market on the Terra blockchain that offers an attractive stable yield for depositors. The two discuss Anchor’s yield mechanisms and sustainability, bringing Anchor to traditional finance, the impacts of the Columbus-5 upgrade and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:41) – Matt’s background.

(00:04:46) – The Ethereum Labs at Microsoft.

(00:08:15) – Why Matt decided to go full-time crypto.

(00:11:45) – The early days of Terra.

(00:15:20) – Introduction to Anchor.

(00:21:48) – Anchor’s strategy for targeting the markets.

(00:27:38) – The infrastructure needed to make Anchor compelling to traditional finance.

(00:34:00) – Matt’s thoughts on building from the bottom-up.

(00:40:24) – Most exciting applications build on top of Anchor.

(00:43:00) – The sustainability of the 20% savings rate.

(00:48:53) – The approach to increasing borrowers.

(00:53:21) – What the Col-5 upgrade means for the Terra ecosystem.

(00:56:56) – Anchor’s role in the future of finance.

(00:59:36) – Matt’s experience of working in crypto.

(01:03:08) – How people can get involved with Anchor.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

EnterDAO: Building Critical Market Infrastructure for the Metaverse Economy

Mon, 18 Oct 2021 10:08:54 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Zhivko Todorov, co-founder of EnterDAO, a DAO focused on building products to enable new markets within the Web3 metaverse economy. The two discuss Landworks’ potential as a metaverse land rental marketplace, the utility of MetaPortal as a single entry point across the metaverse, the benefits of going DAO-first, and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:40) – Zhivko’s background.

(00:04:00) – The problem EnterDAO is solving.

(00:07:32) – What users are getting when they buy metaverse land.

(00:09:00) – Introduction to LandWorks.

(00:10:13) – What the LandWorks experience looks like.

(00:10:58) – The security of LandWorks.

(00:12:12) – Zhivko’s thoughts on whether people are ready for metaverse land renting.

(00:15:11) – The LandWorks timeline.

(00:16:10) – Balancing speed and security when building.

(00:17:03) – The market for LandWorks.

(00:17:53) – The possibility of group land rentals.

(00:18:37) – Introduction to MetaPortal.

(00:20:00) – What the MetaPortal experience looks like.

(00:21:52) – MetaPortal competitors.

(00:22:46) – The direction of EnterDAO.

(00:25:41) – The decision to go DAO-first and its benefits.

(00:29:44) – The risks of code forks.

(00:31:59) – Drawing parallels between LandWorks and Airbnb.

(00:33:46) – Biggest lessons from LimeChain days.

(00:36:19) – $ENTR token.

(00:37:54) – EnterDAO’s call for community members.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Gabriel Shapiro: Demystifying Crypto Legalities, the Motivations of Regulatory Bodies, and Stablecoin Regulation

Fri, 15 Oct 2021 09:01:27 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gabriel Shapiro, General Counsel at Delphi Labs, Delphi’s very own project incubator. The two discuss legal differences between traditional businesses and crypto, the motivations of regulatory bodies, regulation on centralized and decentralized stablecoins and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:35) – Gabriel’s background.

(00:04:17) – War stories from Gabriel’s VC days.

(00:06:17) – Biggest legal differences between projects in crypto and the traditional world.

(00:11:23) – Regulatory bodies that have the most impact on crypto.

(00:15:23) – How motivations to support innovation and regulatory turf wars can coexist.

(00:18:56) – Gabriel’s thoughts on pushing the boundaries of regulation.

(00:22:07) – What Gabriel would say to Gary Gensler.

(00:27:00) – What a regulatory attack on a big DeFi project could look like.

(00:32:05) – Regulation on decentralized teams.

(00:35:39) – Governments and fair launches.

(00:39:03) – How much Americans’ voices matter.

(00:42:13) – What regulators really care about.

(00:44:13) – Personal liability and why it's important.

(00:48:43) – Regulation and stablecoins.

(00:51:51) – How regulating $USDC would affect DeFi.

(00:54:13) – The regulatory resistance of $UST.

(00:57:06) – The optimal formation for a crypto project.

(01:01:41) – The ways other lawyers can get up to speed on crypto regulation.

(01:04:44) – How crypto is disrupting the traditional legal model.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Alex Salnikov: Rarible Protocol’s Open Source Tools for NFT Projects, $RARI Token, and Community Governance

Wed, 13 Oct 2021 09:46:31 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Alex Salnikov, co-founder and CPO at Rarible, the first community-owned NFT marketplace. The two discuss open-sourcing the Rarible Protocol stack, the benefits of having marketplace features on-chain, the $RARI token distribution and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:30) – Alex’s journey in crypto.

(00:05:05) – Rarible’s storefront vs. competitors.

(00:07:37) – The focus of Rarible’s design.

(00:09:12) – Rarible on multiple chains.

(00:10:04) – Overview of Rarible Protocol.

(00:13:59) – Rarible’s on-chain features.

(00:16:39) –The benefits of having features on-chain.

(00:20:32) – The risks for developers on closed APIs.

(00:24:53) – The reason other teams close off their indexer.

(00:25:55) – How royalties are handled on Rarible.

(00:28:17) – Alex’s thoughts on scaling Rarible.

(00:31:53) – NFTs and security on layer-2s.

(00:34:08) – Projects using Rarible Protocol to build.

(00:38:28) – The $RARI token.

(00:41:11) – Alex’s thoughts on Rarible being completely decentralized.

(00:42:45) – What the team did well/poorly with the $RARI token drop.

(00:45:00) – NFT projects that Alex is excited about.

(00:45:51) – What Alex would say to NFT bears.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solici

Haseeb Qureshi: Discussing Decentralization’s Core Purpose, Trade-Offs, Declining Marginal Utility and DAO Decision-Making

Mon, 11 Oct 2021 10:57:38 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Haseeb Querishi, managing partner at Dragonfly Capital, a cross-border crypto venture fund. The two have a philosophical discussion on the topic of decentralization, covering its core purpose, the costly trade-offs, the declining marginal utility of pursuing decentralization and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:03:32) – Overview of Dragonfly Capital.

(00:04:05) – Inspiration for the post “Why Decentralization Isn't as Important as You Think”.

(00:06:07) – Haseeb’s stance on decentralization.

(00:08:37) – Haseeb’s thoughts on progressive decentralization.

(00:11:02) – The purpose of decentralization.

(00:13:00) – Haseeb’s thoughts on quantifying decentralization.

(00:15:46) – What if Vitalik kept control of Ethereum.

(00:18:50) – The decentralization trade-off for layer-1s.

(00:25:04) – Why projects cannot compete on being decentralized.

(00:29:18) – Censorship on layer-1s.

(00:31.01) – Adverse situations with nation-states.

(00:37:21) – The declining marginal utility of being decentralized.

(00:41:09) – Haseeb’s thoughts on decentralization bringing in more human capital.

(00:43:44) – Helping a team navigate decentralization as a VC.

(00:46:15) – The part incentives play in decentralization.

(00:49:37) – How Haseeb would structure a DAO.

(00:53:33) – Haseeb’s thoughts on mass governance.

(00:57:07) – Judging founders as an investor.

(01:01:13) – What Tom disagrees with in Haseeb’s post.

(01:03:09) – Imagining decentralization in a world without governments.

Resources:

Our Video interviews Can Be View

Terra Autumn Series Ep. 2: Leverage Any Asset With Levana

Fri, 08 Oct 2021 09:31:06 -0400

Jose Maria Macedo sits down with Jonathan Caras, Head of Communications at Levana, a protocol on the Terra blockchain that allows any asset to be leveraged. The two discuss decentralizing perpetual swaps, leveraged tokens versus margin trading, the Levana Lore and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:35) – Jonathan’s background.

(00:09:46) – Why Jonathan took the leap to build Levana.

(00:13:16) – Why Jonathan chose to build on Terra.

(00:20:24) – What is Levana?

(00:25:00) – The possibilities on Levana.

(00:28:50) – How the leveraged tokens work.

(00:33:59) – Liquidation risk of leveraged tokens.

(00:38:16) – Choosing leveraged tokens over margin trading infrastructure.

(00:44:14) – Differences between perps and leverage trading.

(00:50:30) – Approaching perp decentralization.

(00:59:55) – Role of the Levana token.

(01:04:01) – The story behind Levana’s lore.

(01:10:09) – Easter eggs in Levana’s lore / Levana NFTs.

(01:14:51) – How NFTs will be incorporated on Levana.

(01:21:00) – Closing thoughts on Levana.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Aaron and David McDonald: Altered State Machine is Enabling AI Ownership via NFTs, Hereditary AI and Minting Brains

Wed, 06 Oct 2021 08:01:28 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Aaron and David McDonald, founders of Altered State Machine (ASM), a world-first decentralized platform for developers and NFT owners to create, train and own intelligent NFTs. They discuss integrating artificial intelligence (AI) into NFTs and gaming, use cases for AI in DeFi, the infrastructure of ASM brains and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:20) – Aaron and David’s background.

(00:04:15) – Elevator pitch for Altered State Machine (ASM).

(00:07:00) – The issues with NFTs today.

(00:09:42) – Integrating Artificial Intelligence (AI) with NFTs.

(00:11:07) – Overview of AI in games.

(00:20:17) – The experience of gaming against an intelligent AI.

(00:31:09) – Use cases for AI in DeFi.

(00:36:19) – The ASM brain infrastructure.

(00:44:30) – The interoperability of brains.

(00:51:45) – Preventing getting the “perfect” brain.

(00:54:29) – How brain training works.

(00:59:14) – The opportunity for miners with ASM.

(01:02:31) – Data management for the brains.

(01:08:35) – The process behind ASM’s launch.

(01:13:58) – The sci-fi angle on ASM.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 a

Terra Autumn Series Ep. 1: Kickstarting Terra Autumn with Do Kwon

Tue, 05 Oct 2021 10:16:11 -0400

Jose Maria Macedo sits down with Do Kwon, Co-Founder and CEO of Terraform Labs, the team behind the Terra blockchain, a fully decentralized and programmable money for the internet. The two discuss decentralized stablecoin mechanisms and pitfalls, Terra’s core ethos, regulatory risk for Terra, and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:03:04) – Do’s background.

(00:05:40) – The importance of stablecoins.

(00:08:26) – An overview of stablecoins.

(00:13:09) – Overcoming the challenges of an algorithmic stablecoin.

(00:18:01) – Making $UST the most useful form of money.

(00:22:12) – Terra’s DeFi ecosystem.

(00:26:40) – The metaverse on Terra.

(00:29:21) – Terra’s scalability.

(00:32:22) – Terra’s main goal / Getting $UST on other chains.

(00:35:40) – Using $UST for payments / CHAI payments.

(00:41:45) – Regulatory risk for Terra.

(00:47:14) – Terraform Lab’s plan for their treasury.

(00:48:53) – Sustainability of the Terra ecosystem without incentives.

(00:52:08) – Managing the concentrated liquidity trade-off.

(00:53:34) – Do’s biggest concerns for Terra.

(00:55:20) – Closing thoughts from Do.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Jeremy Allaire: Leading Multiple IPOs, The Circle Turnaround Story, Growing USDC to $31B and Crypto Regulations

Fri, 01 Oct 2021 10:11:16 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jeremy Allaire, Co-founder and CEO of Circle, a payments and treasury infrastructure for the internet and issuer of USD Coin (USDC). The two discuss building successful companies in new technologies, the regulatory climate for stablecoins, the future of Circle and much more.

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:27) – Jeremy’s background.

(00:09:31) – How to scale companies in new technologies quickly.

(00:14:26) – Remaining flexible on the product and business plan.

(00:17:01) – Biggest lessons from Jeremy’s first two companies.

(00:20:01) – Time management as an industry leader.

(00:23:12) – Deciding to double-down on USDC.

(00:32:36) – Making the call to drop losing business divisions.

(00:36:54) – Team involvement in making key business decisions.

(00:38:36) – The future of Circle.

(00:47:32) – Regulatory concerns for USDC.

(00:56:05) – Chances of complete government crackdown.

(01:00:09) – Are government crackdowns bullish for Bitcoin and Ethereum?

(01:02:26) – Regulation in the early internet days.

(01:07:58) – Jeremy’s thoughts on competition from decentralized stablecoins.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

GEN.ART DAO: Shaping the Future of Generative Art Through A Community-Centric Membership Model

Thu, 30 Sep 2021 10:48:25 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Notion, also known as Adam, Lead at GEN.ART, a decentralized autonomous organization (DAO) focused on shaping the future of generative art. The two discuss GEN.ART’s membership model, community involvement in projects, curating artists and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:31) – Elevator pitch for GEN.ART.

(00:03:15) – Adam’s background.

(00:04:40) – Why Adam is passionate about generative art.

(00:07:31) – Why people should be interested in generative art.

(00:10:10) – Use cases for NFTs beyond the art.

(00:12:10) – GEN.ART’s membership model for drops.

(00:17:33) – Why GEN.ART is a DAO.

(00:21:48) – Effects of a few owning a large percentage of memberships.

(00:27:18) – GEN.ART as a collective DAO across collections.

(00:31:03) – Why artists choose GEN.ART.

(00:36:30) – The relationship between the community and the artists.

(00:38:28) – How the $GENART token is being used.

(00:40:08) – Exploring GEN.ART on other chains.

(00:42:02) – Curating artists and art.

(00:45:39) – Drops beyond generative art.

(00:47:14) – Attracting big names in the space.

(00:49:53) – The future of GEN.ART.

(00:55:00) – Getting the community involved in building.

(00:58:48) – Where people can get involved in GEN.ART.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Hop Protocol: A Trustless Protocol to Quickly Transfer Tokens From One Rollup / Sidechain to Another

Thu, 23 Sep 2021 10:18:47 -0400

Guest host Can Gurel from Delphi Research sits down with Chris Whinfrey, co-founder of Hop Protocol, a prominent token bridge for Ethereum’s layer-2 ecosystem that allows users to quickly send tokens from one rollup or sidechain to another. The two discuss the utility of Hop Bridge in a rollup centric Ethereum world, diving into its design properties, security model and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:40) – Chris’ background / Why he started Hop Protocol.

(00:07:15) – How optimism and ZK rollups work.

(00:14:28) – How Hop Protocol works.

(00:20:28) – How hTokens are converted into aTokens.

(00:23:03) – Why an intermediate token is needed.

(00:27:02) – Hop Protocol from a capital efficiency perspective.

(00:30:46) – How Hop Protocol defends against fraudulent transactions.

(00:32:54) – Users’ exposure to the weak links in scaling solution security.

(00:37:33) – Chris’ thoughts on concerns about rollups.

(00:41:26) – Hop Protocol’s role if rollups become efficient.

(00:42:53) – Challenges with cross-chain messaging.

(00:49:48) – Other layer-1s versus layer-2 solutions.

(00:53:53) – Hop Protocol token.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

NFT Culture Series Ep. 5: Sasha Fleyshman on the Future of Crypto Gaming, Blockchain vs. Real-World Art, and PFP Projects

Wed, 22 Sep 2021 09:31:49 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Sasha Fleyshman, Junior Portfolio Manager and Special Situations Analyst at Arca, an asset management firm offering institutional-calibre products for sophisticated investors to gain exposure to digital assets. The two discuss the future of crypto gaming, blockchain vs. real-world art, PFP communities and adoption, and more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:22) – Sasha’s background.

(00:05:27) – The first game that clicked for Sasha.

(00:07:20) – Getting massive gaming franchises into NFTs.

(00:10:23) – The future of multiplayer crypto gaming.

(00:12:57) – Gamers' involvement in game governance.

(00:17:07) – Being an active contributor/player in game investments.

(00:19:45) – The importance of YGG DAO governance.

(00:20:23) – How YGG eventually expands to the U.S.

(00:23:07) – Sasha’s take on NFT PFPs and Punks.

(00:26:32) – Rarity vs. aesthetics / Buying what speaks to you.

(00:31:54) – Sasha’s preference of gaming over art.

(00:33:17) – Art Sasha is interested in right now.

(00:35:34) – Buying pure art on Ethereum vs. the real world.

(00:38:31) – Sasha’s take on the future of PFP NFTs and communities.

(00:40:06) – Whether PFP communities or project teams drive more adoption.

(00:43:15) – What qualities to look out for in an NFT community.

(00:46:22) – Sasha’s thoughts on an NFT bear market.

(00:52:00) – Earning yield on NFT-based tokens.

(00:57:09) – Sasha’s thoughts on displaying NFTs.

(01:01:22) – Whales in the NFT space.

(01:04:11) – Technical safety of NFTs.

(01:07:14) – NFTs on other chains.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here:

NFT Culture Series Ep. 4: VonMises on Collection Strategies, Art Blocks Curation, and Future of Generative Art

Mon, 20 Sep 2021 10:37:17 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with VonMises, a member of the Art Blocks curation board and an avid NFT collector. The two discuss managing a large collection, the Art Blocks curation process, future of generative art and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:20) – How VonMises got started in crypto and NFTs.

(00:07:29) – VonMises’ approach to CryptoPunks.

(00:08:50) – Aesthetics versus rarity.

(00:15:26) – How VonMises manages his NFT collection.

(00:19:30) – VonMises’ thoughts on fractional ownership.

(00:34:05) – The Art Blocks curation process.

(00:37:44) – VonMises’ thoughts on the centralization of curation.

(00:42:41) – VonMises’ craziest NFT trade.

(00:46:43) – Take on the generative art movement.

(00:51:34) – Generative art infiltrating the traditional world.

(00:57:39) – What could cause VonMises to become bearish on generative art.

(00:59:30) – Top advice for newcomers.

(01:04:21) – What VonMises is excited about in the NFT space.

(01:07:10) – How OnCyber works

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

NFT Culture Series Ep. 3: Erick “Snowfro” Talks Art Blocks, Squiggles, and Beyond

Wed, 15 Sep 2021 10:42:12 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Erick Calderon, a.k.a. “Snowfro,” founder of Art Blocks, a platform focused on genuinely programmable on demand generative content that is stored immutably on the Ethereum Blockchain. The two discuss Art Blocks from the artist and curator perspective, how generative art is minted, CryptoPunks, and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:21) – How Erick got started in crypto.

(00:06:40) – Erick’s thoughts on CryptoPunks.

(00:10:35) – The gap between 2017’s generative art and today’s.

(00:14:48) – Owning fractionalized rare Punks versus whole floor Punks.

(00:21:25) – Erick’s thoughts on DAOs.

(00:25:27) – Erick’s thoughts on controlling the hype around Art Blocks.

(00:29:43) – Art Blocks from the artist’s perspective / Curating Art Blocks.

(00:37:25) – Decentralizing the curation process in the long term.

(00:44:25) – How art is minted on Art Blocks.

(00:53:16) – How Erick decides when code for generative art is finished.

(00:59:35) – Rarity versus aesthetics.

(01:06:17) – What will keep interest in generative art long term.

(01:15:03) – Multichain NFTs.

(01:19:16) – Erick’s thoughts on being early/late in NFTs.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

NFT Culture Series Ep. 2: Cooper Turley, It’s All About Culture

Fri, 10 Sep 2021 11:15:18 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Cooper Turley, crypto strategist lead at Audius, and manager of social DAO Friends With Benefits. The two discuss the culture and community around projects, DAOs and NFTs, value flows in NFTs and much more!

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:23) – Cooper’s background.

(00:03:25) – What NFT culture means to Cooper / The fun aspect of NFTs.

(00:06:53) – The relationship between public exposure and building in the NFT space.

(00:09:25) – Culture and community around NFT projects.

(00:15:45) – Managing creative control in NFT projects.

(00:17:29) – The crossover between NFTs and DAOs.

(00:21:27) – Cooper’s thoughts on being “too late” to a project.

(00:24:04) – What a bear market for NFTs could look like.

(00:26:59) – Tribalism in NFTs.

(00:28:00) – Judging NFT communities independent of price.

(00:30:40) – Cooper’s thoughts on NFT art.

(00:33:42) – Fractionalized assets versus full assets.

(00:39:15) – The creator economy and NFTs.

(00:48:38) – Overview on Rally.

(00:50:09) – What creators need to be successful.

(00:55:12) – Value flows in NFTs.

(00:58:58) – Cooper’s thoughts on NFT curation.

(01:02:49) – Governance rights for token holders VS NFTs for social access.

(01:05:17) – Rapid fire questions: Multi-chain NFTs, Audius, Loot.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

NFT Culture Series Ep. 1: DCinvestor the Prolific Art Collector

Thu, 09 Sep 2021 10:17:38 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Aftab Hossain, also known as DCinvestor, one of the most well-known names in NFT space. The two discuss all things NFT culture, the process of NFT curation, social dynamics around NFTs, and much more.

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:26) – DCinvestor’s background.

(00:03:07) – How DCinvestor got started in NFTs.

(00:06:42) – Advice to people entering the NFT space.

(00:11:56) – How DCinvestor curates his NFT collection.

(00:18:07) – NFTs versus the traditional collectibles market / art world.

(00:23:38) – The market for NFTs / inclusivity of NFTs.

(00:26:40) – NFTs on chains other than Ethereum.

(00:38:08) – NFT fractionalization.

(00:43:27) – Communities around NFTs.

(00:47:06) – DCinvestor's thoughts on artists’ release cadence.

(00:49:23) – Social curation of NFTs.

(00:52:25) – The degenerative art market.

(01:03:40) – DCinvestor's thoughts on the traditional art market getting involved in the NFT space.

(01:05:42) – The path to sustainably supporting long-tail creators.

(01:12:12) – DCinvestor’s thoughts on choosing between his NFT collection or $ETH.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens 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. Delphi’s

THORChain: Hardening the Protocol with Halborn, Immunefi, Nine Realms and Chad Barraford

Tue, 07 Sep 2021 09:52:06 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Chad Barraford (Technical Lead at THORChain), Gavin McDermott (Founder of Nine Realms), Robert Behnke, (CEO of Halborn), Steven Walbroehl (CISO of Halborn), and Duncan Townsend (CTO of Immunefi) to discuss THORChain, details surrounding the recent hack, strengthening THORChain’s security, the role of bug bounties and much more.

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) – Introduction.

(00:02:00) – Guests’ backgrounds.

(00:03:54) – THORChain's hack overview.

(00:08:07) – Response to hack.

(00:16:30) – Sustaining THORChain's quality in the next few years.

(00:22:23) – Immunefi overview and relationship with THORChain.

(00:24:26) – THORSec initiative.

(00:27:26) – Panel’s role in THORChain.

(00:33:40) – System’s management of safeguards.

(00:43:26) – Team coordination / solving problems.

(00:47:38) – THORChain’s roadmap.

(00:51:21) – Closing thoughts on THORChain.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: This podcast is strictly informational and educational and is not investment a

Kava: Connecting The World’s Largest Cryptocurrencies, Ecosystems And Financial Applications

Mon, 06 Sep 2021 10:21:49 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Scott Stuart, Co-Founder and Chief Product Officer at Kava Labs, which builds composable DeFi apps and services that can be accessed by anyone, anywhere in the world. The two discuss Kava’s focus on security, details around Kava Swap, bringing the next wave of users into crypto and much more.

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:02) - Introduction.

(00:00:13) - First Question: When did Scott get into crypto.

(00:00:53) - Scott's Background.

(00:02:20) - Kava overview.

(00:05:26) - What were the driving factors to build on Cosmos.

(00:07:32) - Kava's products and offerings.

(00:16:59) - How do you go from 1,0000 apps to being curated on Kava.

(00:18:46) - How does the community curate.

(00:21:05) - Kava Swap overview.

(00:29:20) - How are funds protected in the cross-chain world.

(00:32:32) - Assets supported in Swap and what is Scott planning in the future.

(00:35:46) - Scott's thoughts on DeFi.

(00:37:48) - What's on the roadmap for Kava and how to get involved in Kava.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

XDEFI: A User-Friendly, Chain Agnostic Wallet Enabling the Management of All Assets in One Single Place

Fri, 03 Sep 2021 10:31:59 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Emile Dubié, Co-Founder of XDEFI Wallet, a chain-agnostic wallet to store, send and receive all your digital assets from a single place. The two discuss how the wallet works, interacting with dApps, challenging incumbents, and more!

We would like to thank our sponsors for making this podcast possible.

Cosmos: Cosmos is on a mission, link one million blockchains. Name brand projects like Terra, Band, Kava, and Secret use Cosmos and the Cosmos Hub to connect to every other chain in our network. Learn more at cosmos.network.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) - Introduction.

(00:02:50) - First Question: Emile's Background.

(00:03:57) - The story behind XDEFI.

(00:06:45) - Why XDEFI is necessary for the cross-chain experience.

(00:09:41) - Emile's thoughts on why Metamask hasn’t pushed to be cross-chain.

(00:12:38) - XDEFI's design walkthrough.

(00:17:54) - The difficulty of adding new supported chains to XDEFI.

(00:21:15) - Emile's thoughts on going up against incumbents.

(00:24:33) - XDEFI’s creative edge.

(00:27:22) - Emile's thoughts on NFTs and wallets.

(00:30:31) - Getting NFT-focused users onto XDEFI.

(00:33:00) - Security for XDEFI wallet / Managing the complexity of security when adding new chains and functions.

(00:40:25) - The XDEFI team today and what's next.

(00:43:19) - Emile's advice to new crypto project founders.

(00:45:48) - How to get involved in XDEFI.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigi

Star Atlas: Using the Blockchain to Create a Unique Play-to-Earn Metaverse

Thu, 02 Sep 2021 11:48:36 -0400

The Delphi Podcast Host Jeremy Parris is joined by Michael Wagner (founder of Star Atlas). In this episode we explore not only what Star Atlas hopes to achieve in the future, but what they’ve already accomplished to date. We dive deep into the P2E weeds and imagine what a future looks like where someone could be a “space pirate” for a living. Beyond that we touch upon their upcoming TGE (token generation event) and what to expect next from the project.

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:00) - Introduction.

(00:03:59) - First Question: Star Atlas overview.

(00:10:15) - What players might be able to vote on in Star Atlas DAOs.

(00:12:41) - Start Atlas feature releases.

(00:15:33) - The challenge of crypto game design.

(00:19:11) - What gameplay for Star Atlas will look like.

(00:26:02) - Michael's thoughts on the future of Star Atlas.

(00:27:14) - The story behind Star Atlas.

(00:30:50) - On the community that has evolved around Star Atlas.

(00:34:04) - Star Atlas poster sale.

(00:38:45) - $ATLAS and $POLIS token sale.

(00:41:49) - What's on the roadmap for Star Atlas.

(00:45:05) - In-game high stakes PvP.

(00:49:19) - How to get involved in Star Atlas.

Resources:

Our Video interviews Can Be Viewed Here:

SuperRare: Enabling User-Driven Curation of NFT Art and Differentiating from OpenSea

Wed, 01 Sep 2021 09:14:34 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with John Crain, Founder & CEO of SuperRare, a marketplace to collect and trade unique, single-edition digital artworks. The two discuss SuperRare, decentralizing the platform through community-driven curation and the RARE token, differentiating from OpenSea, and much more!

We would like to thank our sponsors for making this podcast possible.

Kava: Kava connects the world’s largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes: (00:00) – Introduction.

(02:53) – First Question: John’s Background.

(07:48) – SuperRare overview.

(12:38) – What gets John excited about NFTs now and in the future.

(16:10) – Curating despite NFT abundance.

(18:06) – How SuperRare is differentiated.

(22:00) – John’s thoughts on curation.

(31:09) – John’s thoughts on royalties for artists on SuperRare and other platforms.

(34:38) – SuperRare’s Sovereign Smart Contracts.

(43:59) – How SuperRare helps unknown artists achieve success.

(47:58) – Biggest hurdle for $RARE.

(50:00) – Biggest setback John overcame in SuperRare’s history.

(52:51) – John’s advice for the people entering the NFT space now.

(54:53) – John’s advice for artists.

(56:31) – John’s thoughts on giving curation to the community.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens 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. Delphi’s transparency page can be viewed

150 Minutes of NFTs with Jake Brukhman

Wed, 25 Aug 2021 11:10:48 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jake Brukhman, Founder & CEO at CoinFund, a blockchain-focused investment firm based in Brooklyn, New York. The two spend over two hours discussing all things NFTs, including NFT liquidity, judging NFT communities, CryptoPunks, fractionalization, scarcity, DAOs, pricing NFT assets, the future of NFTs, and much more!

We would like to thank our sponsors for making this podcast possible.

Kava: With a proven track record of delivering successful projects safely, the Kava Platform is DeFi’s most trusted, scalable and secure institutional grade cross-chain engine. Learn more at kava.io.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(00:00:53) Jake’s background and interest in NFTs.

(00:03:24) What is an NFT?

(00:12:35) Judging NFT communities.

(00:15:44) CryptoPunks and long-term resilience.

(00:21:05) Complexity of NFTs / cultural difference between the DeFi and the NFT communities.

(00:24:00) Nouns DAO is auctioning off a new noun every day.

(00:36:36) How PartyDAO works / crowdfunding capital.

(00:41:47) Jake’s thoughts on scarcity of NFTs and fractionalization.

(01:02:59) Upshot is a more efficient way to price NFTs.

(01:16:35) The NFT exchange market and importance of GTM strategies.

(01:21:00) Rarible Protocol serves as a back end for NFT applications.

(01:36:36) How the success of each marketplace benefits Rarible token holders.

(01:45:46) Jake’s thoughts on NFT metadata storage and on-chain vs. off-chain assets.

(01:54:22) Jake’s thoughts on regulation in the NFT space.

(01:56:34) Where we’re at now in the NFT cycle.

(02:12:17) Founders in the NFT space.

(02:14:40) The royalty aspect of NFT drops.

(02:21:48) The category of NFT projects Jake is most excited about.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX

Tom Lombardi: Catalyzing DeFi & The Beauty of Incentive Systems

Fri, 06 Aug 2021 09:40:47 -0400

The Delphi Podcast co-host and co-founder of Delphi Digital, Kevin Kelly, sits down with Tom Lombardi, Managing Director at 3iQ and adjunct professor of Finance at Pepperdine University, to get his take on several important trends in crypto and markets. The two discuss a wide array of topic areas ranging from the rise of DeFi and its growing popularity among institutional investors to the evolution of liquidity mining programs and how proper token incentives can better align stakeholders to create more valuable products than their centralized counterparts.

We would like to thank our sponsors for making this podcast possible.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(03:32) – Updates from Tom.

(03:56) – Iron Finance stablecoin debacle.

(08:03) – dYdX’s promotion / thoughts on the incentives and leverage in crypto.

(12:35) – Thoughts on Uniswap’s AMM model.

(16:58) – Tom’s thoughts on incentives – right or wrong?

(20:03) – Token models and incentives.

(24:44) – Tom’s thoughts on global adoption.

(30:58) – What institutional investors really care about.

(37:56) – Uneducated narratives against crypto.

(48:34) – Tom’s students versus institutional investors.

(01:02:13) – Tom’s thoughts on NFTs.

(01:06:38) – Thoughts on current developments and the future of crypto.

(01:15:42) – Where to find Tom and 3iQ.

Resources:

Tom Lombardi’s Twitter
Referenced Kraken blog post on self-custody
Pepperdine class syllabus
3iQ’s website

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Beta Finance is a Permissionless Money Market Enabling the Short-Selling of the Long Tail of Crypto Assets

Tue, 03 Aug 2021 09:19:11 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Allen Lee, Founder at Beta Finance, the first permissionless money market protocol for shorting any crypto asset. The two discuss Beta’s use cases, shorting long tail assets, being part of the Alpha Launchpad Incubator, and more.

We would like to thank our sponsors for making this podcast possible.

Kava: With a proven track record of delivering successful projects safely, the Kava Platform is DeFi's most trusted, scalable and secure institutional grade cross-chain engine. Soon, USDC is coming to Kava! Learn more at kava.io.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to gain exclusive early access to every new interview before it's published.

Show Notes:

(2:40)- First Question: Allen's Background and how he got in crypto.

(8:50)- Allen's thoughts on AI.

(10:14) - Most compelling use cases.

(13:43) - Beta's focus.

(15:09) - How Beta works / how assets get listed on the platform in a secure way.

(18:26) - Filtering assets by parameter in Beta.

(22:50) - Beta's isolated collateral model / how Beta differentiates from other platforms.

(28:00) - Beta's interest rate model.

(32:07) - Allen’s thoughts on the culture of shorting assets.

(36:52) - Experience launching out of the Alpha Finance Incubator.

(40:00) - Allen's thoughts on value accrual / Beta's token.

(42:20) - Beta Finance roadmap.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 an

Jimmy McNelis: Nameless is Powering NFT Experiences for Brands Through an Expert Partner Program

Wed, 28 Jul 2021 09:59:15 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jimmy McNelis, Co-founder and CEO at nft42, the company that built Nameless, a platform empowering brands and creators to launch professional, custom NFT projects in a completely visual way with zero code. The two discuss other NFT platforms, partner networks, traditional brands and NFT experiences, and more.

We would like to thank our sponsors for making this podcast possible.

Show Notes:

(4:23)- First Question: Jimmy's Background and how he got up to nft42 and Nameless.

(13:47) - How Jimmy got into CryptoKitties.

(19:42) - Goal of Nameless / what Jimmy’s trying to do differently / Nameless' target market.

(26:58) - Minting an NFT on Nameless vs OpenSea.

(28:47) - How the partner program works.

(36:40) - Issues with current NFT space.

(42:58) - How Jimmy out innovates.

(44:21) - The most important forms of NFTs for businesses.

(46:27) - How far away we are from NFT’s being ubiquitous / does it matter or it is all going to be crypto native.

(51:56) - Jimmy's thoughts on customer’s feedback.

(57:55) - Where to find Nameless.

(01:00:44) - Jimmy's thoughts on brands and enterprises giving up control to the community.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

World Mobile Chain: Cardano’s First Killer App?

Mon, 26 Jul 2021 11:20:49 -0400

Jose Maria Macedo sits down with Micky Watkins, Alan Omnet and Andrew Soper from World Mobile. World Mobile is seeking to tackle one of the biggest challenges globally: connectivity. This is not your typical crypto native project, but rather a new kind of telecoms network which leverages and combines a range of technologies like mesh networking, hybrid spectrum, and renewable energies, with blockchain being used to grow and distribute its infrastructure. It also happens to be the first token on Cardano supported by IOHK itself.

In this conversation, we’ll dive into World Mobile: what it is, why it matters and their experience building on Cardano so far.

We would like to thank our sponsors for making this podcast possible.

Kava: With a proven track record of delivering successful projects safely, the Kava Platform is DeFi's most trusted, scalable and secure institutional grade cross-chain engine. Learn more at kava.io.

Celo: Supporting over 1000+ projects from builders, developers, and even artists, who everyday create new applications and issue digital currencies from 100+ countries around the world, Celo’s mission is to build a financial system that creates the conditions of prosperity for everyone. Learn more at Celo.org.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to gain exclusive early access to every new interview before it's published.

- Show Notes:

(3:22) (First Question) – Andrew, Mickey, Alan’s Background. (9:45) – The problem / almost half the world is still unconnected. (11:25) – How WMC’s solution works / how legacy infrastructure & solutions work. (20:08) – What is World Mobile Network. (27:17) – What infrastructure will WMC be putting down versus working with others and being kind of an aggregator. (34:00) – Thoughts on MMOs. (35:30) – Thoughts on Telecom. (42:30) – Why WMC choose to use blockchain / what is it that it enables that WMC couldn’t achieve without it. (47:50) – Why did WMC settle on Cardano / how WMC blockchain implementation works. (52:43) – Customer acquisition strategy / when WMC will start to roll this network out. (59:53) – WMC’s long-term vision. (1:08:40) – Where to find WMC.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Crypto Venture Capital Series Ep. 5: Santiago Santos of Parafi Capital

Fri, 23 Jul 2021 09:47:19 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Santiago Santos, General Partner at Parafi Capital, an alternative investment firm focused on blockchain and decentralized finance markets. The two discuss game theory, psychology in crypto, finding that fund-returning play, and more.

We would like to thank our sponsors for making this podcast possible.

Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 who are building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.

- Show Notes:

(2:33)- First Question: Santiago's Background and Parafi Capital overview.

(4:04)- How Santiago allocates his time for projects.

(11:02) - Getting buy-in for a project post-investment.

(12:55) - Sizing up the founding team quantitatively and qualitatively.

(15:58) - How retail investors get comfortable without access to the core team.

(26:28) - Concentration vs. Diversification.

(28:45) - Investing in themes.

(34:15) - Copying and pasting old things that worked vs. actually having a new idea.

(36:25) - Making bets on other L1s despite existing L1s.

(46:26) - Token incentives from an investor and user perspective.

(53:04) - Santiago's process for working with a team.

(58:56) - Skepticism when doing due diligence on a project.

(1:01:16) - Santiago's best advice.

(1:03:56) - The best advice Santiago's ever gotten.

(1:11:08) - Plays that changed Santiago's life / the world / someone else's life.

(1:17:02) - Santiago's favorite book on game theory.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: This podcast is strictly informational and

Crypto Venture Capital Series Ep. 4: Andrew Kang of Mechanism Capital

Thu, 22 Jul 2021 09:07:19 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Andrew Kang, Co-Founder and Managing Partner at Mechanism Capital, a fund interested in all aspects of the crypto ecosystem with a focus in DeFi. The two discuss token economics, value accrual, incentives for teams, and more.

We would like to thank our sponsors for making this podcast possible.

- Show Notes:

(2:50)- First Question: Andrew's Background and Mechanism Capital overview. (5:42)- How Andrew allocates his time for projects. (12:12) - Andrew's thoughts on community investing and party rounds. (14:17) - How Andrew builds conviction in a team as a retail investor. (16:50) - Founders / red flags / anonymous founders. (23:17) - Andrew’s biggest miss or loss and what he learned from it. (26:00) - Andrew's biggest edge as an investor in crypto. (30:47) - Projects that crushed their token economics from the get-go. (32:43) - Thoughts on token economics and incentives. (35:00) - Andrew's thesis on PleasrDAO and NFTs. (41:22) - DAOs maintaining their decentralization long-term. (46:25) - Thoughts on the future of VC investing in crypto. (50:29) - When Andrew thinks crypto will be not as interesting. (52:25) - Andrew's best advice. (55:23) - Who Andrew looks up to in the crypto space.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Crypto Venture Capital Series Ep. 3: Michael Jordan of Galaxy Digital

Wed, 21 Jul 2021 09:58:43 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Michael Jordan, Vice President at Galaxy Digital, a diversified financial services and investment management innovator in the digital asset, cryptocurrency, and blockchain technology sector. The two discuss types of investments, adding value to portfolio companies, token economics, and more.

We would like to thank our sponsors for making this podcast possible.

Show Notes:

(2:42) First Question: Michael’s Intro and what does he do at Galaxy.

(6:27) Michael’s thoughts on traditional funds getting access to equity deals in crypto.

(9:33) Differences between crypto equity plays today vs. a couple of years ago.

(12:04) Whether projects like the OpenSeas, the Fireblocks to IPO in the NASDAQ or decentralize the community in some way.

(16:40) Michael’s thoughts on party rounds vs. Galaxy taking all of a deal.

(22:38) Retail vs. Institutional / what they see when they look at a project.

(24:41) Michael’s thoughts on the value flows between the equity and the token.

(29:19) Are we going to go completely crypto native with tokens? / will the stock exchange go away? / Michael’s thoughts on old traditional financing methods and where we’re going with crypto.

(32:09) Founding teams / the spectrum of due diligence Michael does on a founder / how Michael diligences founders on the qualitative basis.

(39:00) What Michael thinks is the most important sector within crypto to invest in – from a retail perspective.

(41:06) Michael’s advice on diversification versus concentration.

(43:54) The best advice Michael’s ever gotten.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-Pd

Crypto Venture Capital Series Ep. 2: Jason Choi of Spartan Group

Tue, 20 Jul 2021 09:01:15 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jason Choi, General Partner at Spartan Group, one of Asia’s first DeFi focused funds. The two discuss biggest wins and losses, due diligence, traits of successful crypto communities, and more.

We would like to thank our sponsors for making this podcast possible.

- Show Notes:

(1:52) First Question: How Jason manages his time in the crypto industry.

(6:22) Jason's thoughts on trends in a multi-chain world.

(10:46) Jason's thoughts on L1s.

(14:06) How Jason knows whether or not a project has a killer community.

(16:30) How Jason gets comfortable with a project where the community starts to take over.

(19:52) Founders / how Jason sizes up founders / red flags that avoid investing in a founder.

(28:33) Gaining conviction during bear markets.

(30:44) How Jason gets the conviction to invest in a project.

(34:17) Jason's position on cash.

(38:37) The best advice Jason’s ever gotten.

(40:47) Incentives beyond money that lead Jason to invest in a project.

(42:26) What was Jason biggest loss or miss and what he learned from it.

(46:05) Jason's biggest accomplishment.

(49:51) Jason's idol in the space / who Jason looks up to.

(52:03) How Jason allocates his time effectively to portfolio companies / his favorite area to allocate his time.

(53:35) Jason's thoughts on the VC model long-term.

(56:56) What Jason is looking for in the next one to three years.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: This podcast is strictly informational and educational and is not inve

Crypto Venture Capital Series Ep. 1: Arthur Cheong of DeFiance Capital

Mon, 19 Jul 2021 11:54:20 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Arthur Cheong, founder & portfolio manager at DeFiance Capital, Asia's largest DeFi focused crypto fund. The two discuss biggest wins and losses, effective due diligence, traits of successful crypto communities, and more.

We would like to thank our sponsors for making this podcast possible.

- Show Notes:

(1:50) First Question: Arthur’s Intro and What is DeFiance Capital.

(2:17) How long have been the fund around / how many deals have DeFiance done at a high level focus on tokens or equities.

(2:48) How DeFiance works.

(8:12) How Arthur draws the line on new areas to invest in.

(12:30) Differences between traditional venture investing and VC in crypto.

(19:36) Founders / How Arthur sizes up founders /red flags that avoid investing in a founder / anonymous founders.

(31:04) Arthur’s thoughts on founders giving up control to the community.

(33:26) Concentration versus diversification.

(40:53) How Arthur allocates his time to funds or projects.

(43:46) The best advice Arthur’s ever gotten from a crypto founder / the best advice that Arthur’s ever given someone on crypto.

(46:45) How much cash Arthur has in the fund and what he thinks about it.

(48:41) Arthur’s thoughts on global markets and how it affects crypto.

(51:59) Arthur’s thoughts on a situation where governments take a very aggressive stance against crypto.

(55:00) What was Arthur biggest loss, why did he miss it, and what is he going to do for the future so it doesn’t happen again.

(58:36) Arthur’s thoughts on invest in the L1s.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: This podcas

Universe: Aggregating All NFT Media Components and Evolving The Components Faster than Peers

Thu, 15 Jul 2021 10:12:32 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Tyler Ward and Tim Kang, co-founders of Universe, a community bootstrapping engine designed to embed community building mechanics into the way you mint and monetize NFTs. The three discuss how Universe is aggregating all NFT media components to launch an NFT community, iterating faster with a community-driven approach, and much more.

We would like to thank Kava for making this podcast possible through their sponsorship! Kava gives you the ability to earn more by connecting the world's largest cryptocurrencies, ecosystems and financial applications. With a proven track record of delivering successful projects safely, the Kava Platform is DeFi's most trusted, scalable and secure institutional grade cross-chain engine. Learn more at kava.io.

Show Notes:

(2:20) - First Question - Tyler´s Intro.

(3:21) - Tim´s Intro.

(4:26) - What is Universe.

(10:39) - Walkthrough Universe's components.

(14:18) - Differences between minting on Universe vs. other platforms.

(21:23) - Chance of other NFT minting platforms rerouting the metadata to Arweave or putting it on something unstoppable.

(25:03) - Universe's Auction House.

(29:56) - Reason behind decentralization of Universe's components.

(36:03) - Tyler's thoughts on the dichotomy between what Larva Labs does to promote punks and what the community does to promote punks.

(39:33) - Differences between polymorphs and other NFTs / why people are going crazy for them right now.

(41:09) - Tim and Tyler's thoughts on Rarities / How to describe rarity to somebody that understands Punks well / how does the rarity value dynamic work.

(46:52) - Polymorph: Rolling and Re-rolling / how expensive is to buy it / bonding curve aspects.

(52:52) - The Foundation / how to incentivize people to curate and get involved.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed <

Yenwen Feng and Nick Tong: Introducing Perpetual Protocol v2 ”Curie”

Tue, 13 Jul 2021 08:51:50 -0400

Jose Maria Macedo and Jonathan Erlich sit down with Yenwen Feng and Nicholas Tong to discuss all things Perpetual Protocol, the largest decentralized perpetuals trading platform by volume. They explore Perpetual’s success to date and dive into all the details behind the upcoming Perpetual Protocol v2.

Show Notes

(2:12) – (First Question) – Yenwen and Nick's background and what brought them to crypto.

(5:09) – What is a perpetual future contract / Motivations for Perpetual V2.

(8:41) – Perpetual V1 / vAMM architecture.

(11:19) – Process to start a market in Perp V1 and what parameters are needed before creating a market.

(17:34) – Reasons for the success of Perp V1 and V2 and how intense growth has been experienced from the team’s perspective.

(23:40) - Biggest learnings from Perp V1.

(26:07) - How Perp V2 works.

(32:19) - Yenwen's thoughts on the design trade-offs and where does Perpetual sit.

(34:50) - Advantage of adopting a Uniswap V3 style model versus a centralized limit order book model.

(40:36) - Yenwen's thoughts on scaling perp long-term.

(41:48) - Decentralized vs. centralized derivatives

(44:35) - How the decentralized derivatives market will look like in 5–10 years from now.

(47:44) - Where to find Perpetual Protocol.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust |

Seb Audet: Zapper Is Illuminating Crypto For All To See

Mon, 12 Jul 2021 09:29:17 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Seb Audet, co-founder of Zapper to discuss user growth, benefits to offering DeFi education, integration speed, communities without a token, and more.

We would like to thank Cosmos for making this podcast possible through their sponsorship! Cosmos is on a mission, link one million blockchains. Name brand projects like Terra, Band, Kava, and Secret use Cosmos and the Cosmos Hub to connect to every other chain in our network. The Cosmos Hub is the port city that delivers Inter-Blockchain Communication today. Learn more at cosmos.network.

Every Delphi Podcast is dropped first as an video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to gain exclusive early access to every new interview before it's published.

Show Notes

(1:52) - First Question - Did you ever envision Zapper to be what it is today when you originally founded it? (6:34) - How Zapper got so many users without a token. (12:30) - Seb's thoughts on decentralizing and scaling the Zapper Farm feature on Zapper. (14:49) - Seb's Background. (17:44) - The idea for Education and Quest with Zapper. (23:24) - Earnings people get by completing “Quests." (24:55) - Whether the learning and education that Zapper offers will go beyond DeFi to NFTs. (30:06) - Zapper's global reach / targeting users with cultural differences. (33:33) - Zapper's app store. (35:08) - Zapper's role in NFTs. (36:58) - Zapper's competition. (40:11) - Seb's thoughts on supporting a layer two vs. supporting a new layer one.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Tascha Pan: Alpha Launchpad Aims to Incubate New DeFi Protocols

Fri, 09 Jul 2021 11:38:45 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Tascha Pan, co-founder of Alpha Finance Lab, which aims to be a forefront DeFi lab through building and incubating a number of DeFi ecosystems and products that capture unaddressed demand in an innovative and user-friendly way. The two discuss the Alpha Launchpad (the first-ever DeFi incubator program), the Alpha Universe and Ecosystem, value accrual to $ALPHA, and much more.

Show Notes

(1:37) – (First Question) – What is Alpha Finance.

(4:40) – How Alpha Launchpad works / Alpha Launchpad applications.

(8:10) – What Tascha looks for in a founder.

(12:46) – Scaling with Alpha Launchpad incubator.

(15:29) – $ALPHA token / token econ design and walkthrough.

(21:10) – The value flow to $ALPHA stakers.

(23:19) – Tascha's thoughts on the dichotomy between the project tokens and the $ALPHA token.

(24:23) – How Alpha makes sure that the value flows are to $ALPHA stakers for 1, 5, 10 years.

(27:01) – Tascha's thoughts on non-developer focused projects.

(28:44) – Alpha Homora update.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
h

Somnium Space: Virtual Worlds Of Tomorrow — Metaverse Musings Ep 31

Wed, 07 Jul 2021 12:29:18 -0400

Host Piers Kicks, sits down for Episode 31 of Metaverse Musings with Artur Sychov, the Founder of Somnium Space, to cover his immensely exciting virtual reality project. It really feels as though Artur is already living in the future, as he constantly strives to push the boundaries of what virtual reality has to offer with his deep passion for the sector.

Resources:

Project Website: https://somniumspace.com/
Guest’s Twitter: https://twitter.com/ASychov
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Avalanche: Entering the 3rd Generation of Blockchains

Tue, 06 Jul 2021 13:22:13 -0400

Guest Host and Research Analyst at Delphi Ventures Can Gurel sits down with John Wu, president of Ava Labs, the creators behind the 3rd generation blockchain platform Avalanche. Avalanche is built from the ground up as a platform to host interoperable blockchains and enable both permissionless and permissioned use cases to bring new financial primitives into crypto.

Show Notes

(2:06) – (First Question) – John's Background and what brought him to crypto.

(9:54) – Avalanche’s vision / what is a sub-net and how does it allow us to have permission and permission-less flows.

(14:04) – Avalanche's security mechanisms.

(16:08) – Enterprise use cases on Avalanche.

(22:55) – John's thoughts on Layer 1s.

(25:53) – Bridges to Avalanche and how to port over new liquids.

(27:19) – Avalanche's advantages and its benefits for the community in the future.

(31:23) – Avalanche main upgrades.

(34:40) – John's thoughts on the regulatory environment in crypto how the space will evolve evolve over the next month.

(37:39) – Price, Institutions, and smart people joining the crypto space.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License

Vega: A Unique Protocol for Creating and Trading Derivatives

Wed, 30 Jun 2021 10:38:36 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Barney Mannerings, co-founder of Vega, a protocol for creating and trading derivatives on a fully decentralized network. The two discuss the protocol’s ability to allow for any derivative contract to be built, dynamic incentives, and much more.

Show Notes

(1:37) – (First Question) – Barney's Background and what brought him to crypto.

(8:33) – Vega's Elevator Pitch.

(10:08) – Problems in the centralized financial system that Vega is attempting to solve.

(12:46) – Where is Vega in its development timeline.

(14:51) – How Vega works and use cases.

(22:43) – Modularity of Vega / how easy it is to implement a derivatives contract on Vega.

(27:01) – Vega's Competition.

(30:19) – Why Vega chose to build its own chain.

(39:29) – Incentivizing liquidity providers.

(43:23) – Risks and initiatives.

(46:44) – Vega's fee structure.

(49:56) – What is "Wendy" / how it tackles the MEV problem.

(55:35) – Barney's thoughts on inter-blockchain communication (IBC).

(57:15) – Dealing with lag between moving collateral between chains or cascading liquidations.

(59:18) – What’s keeping Barney up at night.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons

Yield Guild: The Job Board of the Metaverse — Metaverse Musings Ep 30

Mon, 28 Jun 2021 15:53:15 -0400

Hosts Piers Kicks, Anil Lulla, and Yan Liberman sit down for Episode 30 of Metaverse Musings with Gabby Dizon, Founder of Yield Guild, to talk through his groundbreaking project directly impacting the lives of thousands of people all over the world. Delphi backed Yield Guild early on and are proud to continue to support the journey. We couldn’t be more excited for what the future holds and firmly believe that the project will revolutionize the way we perceive work. Tune in for a glimpse of the future.

Resources:

Project Website: https://yieldguild.io/
Documentary: https://www.youtube.com/watch?v=Yo-BrASMHU4
Guest’s Twitter: https://twitter.com/gabusch
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Jean Miao: The Permissionless Protocol for Decentralized Perpetual Swaps on Arbitrum

Fri, 25 Jun 2021 11:41:07 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jean Miao, co-founder of MCDEX, a next-gen, fully permissionless protocol for decentralized perpetual swaps (perps). The two discuss the entire protocol from V2 to V3, the case for decentralized perps overtaking centralized perps and much more.

Show Notes

(2:06) – (First Question) – Jean's Background and what brought her to MCDEX.

(6:29) – MCDEX Overview.

(7:56) – What is perpetual swap.

(9:21) – How MCDEX works.

(14:36) – Differences between V3 and V2.

(17:10) – Thoughts on bootstrapping liquidity.

(19:04) – MCDEX target / differences in attracting a different class of trader or investor.

(22:57) – MCDEX's Competition.

(26:48) – How the permissionless market creation works.

(31:21) – What benefits does permissionless market creation give to the long tail of assets.

(35:56) – MCDEX L2 launch.

(38:52) – Lessons learned from halting V2 and going to V3 / why MCDEX switched from V2 to V3.

(45:55) – $MCB, the token.

(49:44) – MCDEX limit orders.

(50:57) – Where to find MCDEX.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License

Showtime: Social Media In The Time of NFTs — Metaverse Musings Ep 29

Sat, 19 Jun 2021 09:53:27 -0400

Host Piers Kicks sits down for Episode 29 of Metaverse Musings with Alex Masmej, the Co-Founder of Showtime to talk through the future of social media in a world of Web 3.0 and NFTs. Alex has an awesome background and exploded into the crypto space by being the first person to ever tokenize themselves in order to finance his move to San Francisco...

Resources:

Game Website: https://twitter.com/tryShowtime
Guest’s Twitter: https://twitter.com/AlexMasmej
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Simon Harman: Exploring Chainflip’s Cross-Chain Native AMM

Fri, 18 Jun 2021 11:29:47 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Simon Harman, the founder of Chainflip, a cross chain native AMM.

In this episode we discuss Simon’s journey, the need for a cross-chain native exchange, competitive differences, timelines, economic security, value accrual for FLIP, concentrated liquidity, signature schemes, and much more. We also cover why Delphi Ventures is such an excited investor in Chainflip.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes

(2:21) – (First Question) – Simon’s Background and what brought him to Crypto.

(15:00) – What is Chainflip.

(26:12) – Chainflip Usability / User Experience.

(29:27) – How Chainflip works.

(37:33) – Chainflip’s signing schemes / Security / Economic attack factors.

(50:20) – How hard is it to get control over a majority of the nodes in a vault.

(1:00:20) – Thoughts on Multi-Chain AMMs.

(1:03:26) – What is the timeline for Chainflip.

(1:04:44) – Why build on Substrate.

(1:07:53) – How hard would it be to run a validator for Chainflip.

(1:09:38) – Thoughts about the risks of upgrading.

(1:12:10) – Flip Token / fees / model for value accrual.

(1:25:14) – Thoughts on Impermanent Loss.

(1:33:40) – Where to find Chainflip.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

APWine: A New DeFi Primitive To Tokenize Future Yield

Thu, 10 Jun 2021 13:33:15 -0400

Yan Liberman and Paul Burlage of Delphi Digital host Ulysse, Gaspard and Antoine of ApWine to discuss how the project allows you to speculate on the evolution of the yield generated by different DeFi protocols. ApWine also allows you to hedge your risk on your passive revenue, converting it into futures. Disclosure: Delphi Ventures is an investor in ApWine.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes

(1:31) – (First Question) - Antoine's Intro.

(2:16) – Gaspard's Intro.

(2:37) – Ulysse's Intro.

(3:05) – APWine's Elevator Pitch.

(4:48) – How does APWine work / components.

(6:25) – APWine's target.

(9:15) – Thoughts on Liquidity / envisioning the APY and AMM / plan to bootstrap the particular markets.

(14:00) – Tokenizing future yield on different products.

(22:12) – APWine's Design / What's different from APWine competitors.

(28:43) – APWine's Token / functionality.

(33:40) – Future plans / integrations.

(40:31) – Thoughts on cross-chain or multi-chain plans.

(43:18) – Why an LBP.

(47:44) – Where to find APWine.

Resources:

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative

Epics.gg: Building Scalable Collectibles Experiences On Ethereum — Metaverse Musings Ep 28

Mon, 07 Jun 2021 16:01:59 -0400

Host Piers Kicks and sits down for Episode 28 of Metaverse Musings with Mark Donovan, the founder and CEO of Epics.gg who are operating a next-generation NFT infrastructure stack focused on the mainstream consumer. Beyond their esports and streaming focus with Epics.gg, they have rolled out a brand called Kolectiv which pays homage to the cultural heritage of crypto with beautiful thematic artwork of notable events from the industry’s leading artists. Mark intends to leverage this infrastructure stack for future projects, one of which is just around the corner...

Resources:

Game Website: https://epics.gg/
Guest’s Twitter: https://twitter.com/markdono
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Jess Sloss: Seed Club Is Ushering In The Creator Economy

Fri, 04 Jun 2021 09:50:26 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Jess Sloss, the instigator of Seed Club. We discuss the creator economy, social tokens, seed club’s vision and much more!

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(2:07) – First Question: Seed Club's Elevator Pitch.

(3:18) – The Creator Economy.

(5:53) – Web 3.0 gig economy vs. Individual Creator.

(11:38) – Thoughts on artists releasing NFTs.

(17:58) – What BitClout got right / wrong about the creator economy.

(22:56) – Thoughts on the traditional value drivers vs. Web 3.0 native movement.

(25:56) – Seed Club's most tangible value drivers.

(33:08) – Thoughts on speculation.

(36:26) – How does Jess scale his time given the number of creators that want to come to Seed Club.

(40:47) – What does Seed Club look like in a year from today.

Resources:

Jess Sloss: https://twitter.com/thattallguy
Seed Club's Website: https://seedclub.io/Seed Club’s Website

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Kevin Owocki: Decentralizing Gitcoin Through GTC and Shaping The Future of Public Goods

Wed, 02 Jun 2021 10:04:02 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Kevin Owocki, The founder of Gitcoin who covers the entire Gitcoin story, from quadratic funding to the future of public goods. Kevin also dives into GTC, its use and decentralizing the project 🦄

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:39) – First Question: Kevin, an EVM whisperer.

(2:15) – Gitcoin’s Elevator Pitch.

(5:32) – Gitcoin’s Mission.

(6:45) – Funding public goods on Gitcoin / Going from bounties to grants.

(9:12) – Gitoin’s digital infrastructure / Quadratic Funding.

(15:06) – Thoughts on how to get the feedback loop going.

(17:18) – Gitcoin and dApps.

(19:09) – Kevin’s favorite grants that had been funded historically by GitCoin.

(22:00) – Gitcoin’s stats.

(23:54) – Gitcoin’s Governance Token (GTC).

(30:00) – Thoughts on governing Gitcoin.

(32:09) – Will the community take over Gitcoin / Will Gitcoin expand beyond Ethereum.

(38:00) – Gitcoin’s biggest issues / Biggest hurdles to get people to fund grants.

(40:20) – Thoughts on centralized companies thwarting Kevin’s growth and success.

(45:39) – Where to find Gitcoin.

Resources:

Kevin Owocki – Founder of Gitcoin: https://twitter.com/owocki
Gitcoin’s Website: https://gitcoin.co

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Andy Chorlian: From MakerDAO and NBA Top Shots to Fractionalizing NFTs

Thu, 27 May 2021 11:37:46 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Andy, the founder of Fractional, the project leading the charge on Fractionalizing NFTs. The two discuss Andy’s journey from MakerDAO, to being an early NBA top shots collector to creating Fractional. They dive into the Fractional project on the reasons behind breaking an NFT into pieces, the process, putting the puzzle back together and much more. Delphi Ventures is a proud investor in Fractional.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(3:12) - First Question: Andy's Background.

(10:44) - Top Shots Elevator Pitch.

(19:07) - Where did the idea of Fractional come from.

(23:04) - Benefits of fractionalizing an NFT / Differences for different types of NFTs.

(26:36) - Thoughts on people sharing a part of a NFT.

(30:51) - Fractionalization Walkthrough.

(34:16) - The Curation Fee.

(41:30) - Fractional buyout structure / Forms of fractionalization.

(48:19) - Fractional plans for the community.

(49:56) - What’s on the horizon for Fractional.

(51:25) - Fractional's Team.

(52:15) - Risks to fractionalizing NFTs.

(54:43) - Thoughts on fractionalized shards through Fractional trading on other blockchains / L2.

(57:03) - Where to find Fractional.

Resources:

Andy Chorlian: https://twitter.com/andy8052
Fractional: https://twitter.com/fractional_art

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
h

Covalent Is Enabling Applications To Leverage Multi-Chain Data

Tue, 25 May 2021 16:00:22 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Ganesh Swami the CEO and Founder of Covalent. The two discuss how Covalent is enabling traditional and crypto developers to leverage data from any blockchain through a no code implementation that plans to decentralize over time.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:52) - First Question: Ganesh's Background.

(3:18) - Covalent Elevator Pitch.

(10:35) - How easy is it to use Covalent.

(14:13) - Thoughts on Traditional Companies / Fin Tech creating apps to integrate with Crypto.

(15:47) - Covalent's technical capabilities.

(20:45) - How does Covalent differentiate The Graph.

(29:18) - Thoughts on Attack Factors.

(31:58) - Covalent's end goal on the decentralization side.

(35:50) - How much traction does Covalent have right now / Projects / Metrics.

(38:00) - The long-term plans for the Covalent query token.

(41:27) - Where to find Covalent.

Resources:

Ganesh Swami: https://twitter.com/gane5h
Covalent: https://twitter.com/Covalent_HQ

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Upshot: The Protocol That Pays People To Be Honest — Metaverse Musings Ep 27

Sat, 22 May 2021 11:04:33 -0400

Host Piers Kicks and sits down for Episode 27 of Metaverse Musings with Nick Emmons, the founder and CEO of Upshot who are building a protocol that leverages peer prediction to incentivise people to answer subjective questions honestly. Upshot’s early application is around NFT appraisals, generating price feeds for esoteric, low velocity assets. The protocol is an incredibly powerful primitive, and has some compelling longer-term use cases. Nick is a true gigabrain and it’s a privilege to get a deeper understanding of how he is thinking about this space.

Resources:

Game Website: https://upshot.io/
Guest's Twitter: https://twitter.com/nick_emmons
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

GMoney: From Spending $150,000 On A CryptoPunk To Launching an On-Chain NFT Fund

Fri, 21 May 2021 09:36:08 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Gmoney to discuss his journey from spending $150K on a cryptopunk to launching Delphi INFINFT, an on-chain NFT fund with us at @Delphi_Digital.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(2:11) – First Question: GMoney’s Background and what brought him to Crypto.

(8:00) – Thoughts on Punks with the proliferation of a million different types of NFTs today.

(10:31) – Punk’s utility within the Metaverse / Use Cases.

(14:46) – Thoughts on the traditional world understanding the benefits of NFTs.

(19:12) – Other types of NFTs or tokens more interesting / less interesting.

(22:14) – How to educate people on the merits of NFTs.

(26:18) – How to judge the strength and longevity of a community around an NFT.

(29:42) – Punk’s Risk factors.

(33:29) – Thoughts on launching NFTs and other chains.

(35:25) – What is GMoney looking for in deals/ NFT fund with Delphi Digital / Why on syndicate.

(46:58) – The worst NFT trade.

(48:42) – Pricing issue for NFTs.

(54:35) – How important are L2s to the NFT market.

(01:00:04) – Thoughts on the creator economy / What are people doing right and wrong.

Resources:

GMoney: https://twitter.com/gmoneyNFT
DELPHI INFINFT: https://www.syndicateprotocol.org/syndicate/delphi_infinft

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons

EmberSword: A Next Gen Blockchain MMORPG — Metaverse Musings Ep 26

Fri, 07 May 2021 14:42:52 -0400

Host Piers Kicks and sits down for Episode 26 of Metaverse Musings with Mark Laursen, the founder and CEO of Bright Star Studios who are building a game called EmberSword. Mark has a deep background in video games, having spent much of his life playing them professionally as well as creating them. From as early as 2016 he had a strong vision of how crypto could infuse with game economies to liberate the evident demand for open, unrestricted trade.

Resources:

Game Website: https://embersword.com/
Guest’s Twitter: https://twitter.com/MarkLaursen
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Exploring Cosmos Network With 6 Leading Cosmonauts

Wed, 05 May 2021 09:30:41 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts a galaxy brain group of leading Cosmos builders to discuss the Cosmos Network, value accrual, IBC, comparisons to other Layer-1s and much more.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:41) - (First Question) Joe's Intro.

(2:23) - Jelena's Intro.

(3:08) - Zaki's Intro.

(3:18) - Jack's Intro.

(3:29) - Sunny's Intro.

(3:48) - Ethan's Intro.

(4:43) - Cosmos Elevator Pitch.

(5:02) - What is different about Cosmos.

(8:19) - Insights about Cosmos Security / Benefits / Overpay.

(20:30) - How does the Validator side work.

(24:37) - What is the Inter-Blockchain Communications (IBC) protocol / How does it further the ecosystem of application-specific blockchains built on Cosmos.

(30:38) - Thoughts on handling a supreme ccale to run a decentralized exchange on Cosmos.

(33:59) - Why is Cosmos designed the way it is.

(36:19) - Does it really matter if people or app chains have to choose their security to pay less if they could just pay such a small amount on Ethereum.

(46:30) - Thoughts on the Value Accrual side with Cosmos and ATOM.

(53:18) - Who is Jack.

(53:55) - Who is Ethan.

(54:43) - Who is Jelena.

(54:53) - Who is Zaki.

(55:48) - Who is Sunny.

(56:25) - Who is Joe.

Resources:

Zaki Manian: Co-Founder of IqLusion and SommFinance
Sunny Aggarwal: Co-Founder of SikkaTech
Jelena: Working on InformalInc and Cosmos
Joe Dirtay: Communications at Cosmos
Ethan: CEO of Informal and Co-Founder of Cosmos
Jack Zampolin: Co-Founder of SommFinance and Pylon Validator
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter:

Antonio Juliano: Scaling dYdX’s Perpetuals Using Starkware To Target The Trillions In Monthly Perps Volume

Tue, 27 Apr 2021 10:29:08 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Antonio Juliano, the founder of dYdX, the decentralized derivatives exchange for perpetual swaps and margin trading. We talk scaling on Starkware to the sheer size of this market to economic attack vectors and everything in between.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:40) - (First Question) Antonio's Background.

(2:40) - David's Background.

(3:45) - Rob's Background.

(3:52) - Why The Perpetuals Market / Market sizing.

(5:01) - dYdX Overview.

(6:00) - What is a Perpetual Contract.

(8:51) - Thoughts on PERPs target.

(11:06) - How the funding rate allows the perpetual swaps to trade in line with index price.

(18:45) - Why ZK-rollups.

(26:49) - Thoughts on dYdX risks / Attack vectors.

(37:16) - How has the community received the new PERPs product / dYdX traction.

(40:38) - Differences in costs from L1 and L2.

(41:38) - Insights into recent crash / the unwinding of a lot of liquidations / How did dYdX perform during that time period.

(43:55) - Thoughts on cross margining / benefits.

(49:10) - Thoughts on cross-chain.

(50:40) - dYdX fees.

(52:00) - Thoughts on the world transitioning from centralized exchanges to decentralized platforms.

(55:00) - Thoughts on Coinbase offering perpetuals.

Resources:

Antonio’s Twitter: https://twitter.com/AntonioMJuliano
dYdX’s Twitter: https://twitter.com/dydxprotocol
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
Tom’s Clubhouse: https://www.joinclubhouse.com/@toms119

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed

Ethereum Layer 2 Rollup Debate: Optimism, Starkware, Arbitrum and zkSync

Fri, 23 Apr 2021 12:23:34 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts an all star crew of all of the leading Ethereum Layer 2 Rollup scaling projects for an in-depth debate. See the transcript on our site as well.

Ed Felten, Fo-Founder of Off-chain Labs (Arbitrum)
Eli Ben-Sasson, Co-Founder of Starkware
Alex Gluchowski Founder of zkSync
Liam Horne, Contributor to Optimism
Mark Tyneway, Systems Lead at Optimism
Ben Simon, Investment Analyst at Mechanism Capital

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

2:00) - (First Question) Eli's Intro. (2:26) - Alex's Intro. (2:43) - Mark's Intro (2:57) - Liam's Intro. (3:17) - Ed's Intro. (3:40) - Ben's Intro. (4:30) - Optimistic roll-ups. (5:42) - Key differences between Arbitrum and Optimism. (8:13) - What is Starkware doing compared to Optimism. (11:20) - Optimistic vs ZK roll ups. (20:19) - Differences between fraud proofs and validity proofs. (29:07) - What would happen if the network splits and two parties propose progress in different directions? (21:18) - Mark thoughts on fraud proofs. (28:34) - Thoughts on attacks on Ethereum. (40:02) - Optimism and Arbitrum plans to reach high scale / Signatures / Price feeds (57:55) - Optimism progressing into production on Ethereum. (01:01:00) - Thoughts on bootstrapping usage and adoption - Starkware/zkSync/Optimism. (01:11:57) - Is the roll-up ecosystem going to be sort of a winner take all? (01:20:10) - Where to find Starkware. (01:20:55) - Where to find zkSync. (01:21:57) - Where to find Optimism. (01:22:43) - Where to find Arbitrum. (01:23:25) - Where to find Ben Simon.

Resources:

Ed Felten, Fo-Founder of Off-chain Labs (Arbitrum)
Eli Ben-Sasson, Co-Founder of Starkware
Alex Gluchowski Founder of zkSync
Liam Horne, Contributor to Optimism
Mark Tyneway, Contributor to Optimism
Ben Simon, Investment Analyst at Mechanism Capital
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
Tom’s Clubhouse:

Thorchain Launch Party: The Magic Experience of Swapping Assets Cross Chain In A Few Clicks

Sat, 17 Apr 2021 09:00:00 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy and DV MP Yan Liberman host an expert group for a fun and exciting conversation on Thorchain’s Multi-Chain Chaosnet Launch. Thorchain now enables real, trustless, non-wrapped exchange of assets, cross chain. Guests Include:

Chad Barraford: Technical Lead At Thorchain
Erik Voorhees: Founder of Shapeshift
Yan Liberman: MP at Delphi Ventures
Tushar Jain: MP of Multicoin Capital
Rob Paone: Founder Proof of Talent
Michael Perklin: Chief Information Security Officer of ShapeShift.com
Jon: Co-Founder and former COO of ShapeShift.com
Tyler Reynolds: Angel Investor and Founder of HackalertIO

As a reminder, we originally hosted Chad on our Podcast back in September 2020 for a technical deep dive, and our foundational thesis on RUNE from Dec, 2019 can be accessed here.

Delphi Ventures and members of the team are long $RUNE.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:57) - (First Question) Jon's Background. (2:14) - Michael's Background. (2:45) - Erik's Background. (3:36) - Rob's Background. (4:09) - Chad's Bakground. (4:31) - Yan's Background. (4:44) - Tushar's Background. (5:10) - What is Thorchain / Impact of the multichain launch. (6:35) - How does Thorchain work with ShapeShift. (9:36) - Tushar and Michael thoughts on Thorchain. (13:54) - Chad thoughts on multichain launch. (16:43) - Overview of the different stages that THORChain has been in. (21:18) - RUNE’s token. (28:34) - How the validators work. (32:46) - Use of the Cosmos SDK for Thorchain / Benefits. (40:27) - Difference between how Thorchain liquidity pools work and how Atomic swaps work. (44:33) - Thoughts on Wrapped Assets. (54:17) - Thoughts on Thorchain in the future. (01:00:39) - Chad’s thoughts on Yield Farming. (01:02:40) - The project Decentralizing the Community / Timeline / Who takes over. (01:22:00) - Thorschain's biggest competition. (01:29:10) - Closing thoughts.

Other Resources:

Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Sam Williams: Pay Once and Store Data Forever on Arweave

Tue, 13 Apr 2021 14:11:12 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy and Can Gurel, analyst at Delphi Ventures, host Sam Williams the Founder of Arweave.

Arweave is a new type of storage that backs data with sustainable and perpetual endowments, allowing users and developers to truly store data forever – for the very first time.

As a collectively owned hard drive that never forgets, Arweave allows us to remember and preserve valuable information, apps, and history indefinitely. By preserving history, it prevents others from rewriting it.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:45) - (First Question) Sam's Background.

(2:55) - Arweave's Elevator Pitch.

(6:01) - What incentivized Sam to start Arweave.

(8:07) - Arweave Use Cases.

(13:26) - Endowments / Payment Structure.

(20:27) - Thoughts on Spora.

(23:59) - How Sam envisions Arweave in 25, 50 years.

(35:35) - Arweave, a profit-sharing community.

(39:06) - Thoughts on dealing with illegal content.

(44:20) - How does Arweave handle NFTs.

(47:01) - Thoughts on Arweave in blockchain projects.

(51:37) - The most unforeseen positive & negative event that Sam has overcome.

Resources:

Sam’s Twitter: https://twitter.com/samecwilliams
Arweave: https://www.arweave.org/
Tom’s Twitter: https://twitter.com/Shaughnessy119
Can’s Twitter: https://twitter.com/CannnGurel
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
Tom’s Clubhouse: https://www.joinclubhouse.com/@toms119

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Alethea: Laying The Foundations For Trusted Synthetic Media — Metaverse Musings Ep 25

Sun, 11 Apr 2021 15:34:14 -0400

Host Piers Kicks and sits down for Episode 25 of Metaverse Musings with Arif Khan, the founder and CEO of Alethea. Arif posseses a rare blend of technical excellence and philosophical grounding that has allowed him to execute upon such an interesting project. It seems clear that artificially intelligent media is going to play a large role in our digital future, and it's great to see a project leveraging blockchain technologies to enable it early on.

Resources:

Project’s Twitter: https://twitter.com/real_alethea
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Carson Cook: Tokemak Is The Decentralized Liquidity Engine for DeFi ☢️

Fri, 09 Apr 2021 12:48:36 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy, hosts the Tokemak team (Carson Cook, Paul, Craig and Bruno) to discuss Tokemak, the decentralized liquidity engine for DeFi. We discuss why Tokemak may be one of the most important future pieces of crypto infrastructure. This episode was a recording of our clubhouse episode with the group.

As a refresher, our original tweet storm can be viewed here.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:58) - (First Question) Carson's Background. (2:45) - Paul's Background. (3:15) - Bruno's Bakcground. (3:38) - Craig's Background. (4:13) - Tokemak's Elevator Pitch. (5:57) - The inefficiencies that Tokemak is attempting to solve. (9:30) - What Tokemak's Team learned in the market making business. (13:36) - How Tokemak works (21:45) - Tokemak's Token - TOKE. (24:59) - What the liquidity directors can do (32:33) - Quick Tokens Allocation / Walkthrough (37:37) - Thoughts on Dynamic Rewards. (43:27) - What would make Tokemak a success? (49:48) - Tokemak's Biggest Risks. (52:58) - How do you think about forkability with TOKE? (57:04) - Do you envision a future where Tokemak goes multi-chain? (58:40) - Thoughts on why Tokemak is an infrastructure play vs apps level (01:01:37) - Where to find Tokemak / What’s on the near term horizon for Tokemak?

Resources:

Carson’s Twitter: https://twitter.com/LiquidityWizard
Paul’s Twitter: https://twitter.com/internet_Paul
Bruno’s Twitter: https://twitter.com/70k3m3ch
Craig’s Twitter: https://twitter.com/cabraun
Tokemak Twitter: https://twitter.com/TokenReactor
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

LUKSO: Building The New Creative Economy — Metaverse Musings Ep 24

Sat, 03 Apr 2021 10:29:52 -0400

Host Piers Kicks and sits down for Episode 24 of Metaverse Musings with Fabian Vogelsteller, the author of the ERC-20 standard and founder of LUKSO. Fabian draws upon a deep technical background having been a core contributor to Ethereum. He possesses a strong vision for how these technologies could evolve, and is actively architecting the world he wants to see.

Resources:

Guest’s Twitter: https://twitter.com/feindura
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Kieran and Aaron Warwick: Illuvium Enters the Arena

Fri, 02 Apr 2021 09:47:34 -0400

The Delphi Podcast Hosts Yan Liberman and Colm Buckley have Kieran Warwick and Aaron Warwick, Co-Founders of Illuvium, on the podcast to discuss the upcoming launch of their new game. The group discuss Kieran and Aaron’s story to better understand the genesis of Illuvium. Afterwards they go into all aspects of the game, ranging from token econ to long term vision.

We would like to thank Cosmos for making this podcast possible through their sponsorship! Cosmos.network is on a mission, link one million blockchains. Name brand projects like Terra, Band, Kava, and Secret use Cosmos and the Cosmos Hub to connect to every other chain in our network. The Cosmos Hub is the port city that delivers Inter-Blockchain Communication today. Learn more at cosmos.network.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:35) - (First Question) Kieran and Aaron's Background.

(3:19) - What is Illuvium? / How it works?

(7:12) - Thoughts on the Illuvium skills.

(9:36) - Illuvium game modes.

(15:36) - New user onboarding / Strategies.

(19:30) - ILV Token.

(27:15) - How the leveling system works with fusion?

(29:59) - Insights about sILV.

(35:07) - Thoughts on governance and IIPs.

(39:00) - LBP sale / NFT rewards.

(50:10) - ILV emotes.

(51:56) - Insights about the timeline after the LBP.

(55:52) - Where to find Illuvium?

Resources:

Kieran’s Twitter: https://twitter.com/KieranWarwick
Aaron’s Twitter: https://twitter.com/aaron_warwick
Illuvium Site: https://www.illuvium.io/
Yan’s Twitter: https://twitter.com/YanLiberman
Colm's Twitter: https://twitter.com/BeeCoalie
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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. Delphi’s transparency page can be viewed here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic

Tascha of Alpha Finance: Part 2, A Magical Founder’s Quest To Build A Cross Chain DeFi Empire 🏰

Thu, 01 Apr 2021 14:29:28 -0400

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy hosts Tascha Punyaneramitdee of Alpha Finance. The two discuss Alpha’s token economic plan (staking and unlocked features per product), value accrual, backstopping risk in the platform, growing to take on DeFi giants while staying nimble and releasing cutting edge products, AlphaX’s perpetual product and much more. Tascha is a magical founder.

As a recap, we originally hosted Tascha on December 4, 2020 - view this episode here.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(2:19) - (First Question) Alpha Finance Overview. (5:28) - Alpha Token’s staking Tiers. (9:26) - AlphaX, a leveraged trading perpetual swap onchain. (12:40) - The process behind the design of the user interface. (15:35) - Thoughts about how Alpha Homora will work with Uniswap V3. (19:54) - Alpha’s Risks. (22:22) - Thoughts on Layer 2s. (24:12) - Alpha's target / retail users and funds / DeFi protocols. (26:51) - Flip side of staking, where you have one pool of capital that’s inherently protecting multiple products? (29:21) - What’s next for Alpha? (32:29) - Thoughts on the direction of Alpha long-term. (35:17) - Dealing with Culture clashes. (38:31) - Thoughts on Alphas decentralization. (43:15) - How do you stay small enough to be able to offer the innovative DeFi products that got you here?

Resources:

Tascha’s Twitter: https://twitter.com/tascha_panpan
Alpha’s Twitter: https://twitter.com/AlphaFinanceLab
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency

Alchemix: Scoopy Trooples and Jason Choi Dive Into The Protocol That Advances Your Yield Farming Gains

Mon, 29 Mar 2021 10:16:23 -0400

The Delphi Podcast Host Tom Shaughnessy, The Spartan Group’s Jason Choi and Paul Burlage of Delphi host Scoopy Trooples, the co-founder of Alchemix.

The conversation covers Alchemix as a project, how the protocols loans repay themselves over time, the ALCX token and value accrual, audience questions and much more. This episode was originally aired live on Clubhouse.

Disclosure: Delphi Ventures is long ALCX tokens.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:12) - (First Question) The Elevator Pitch for Alchemix.

(3:50) - How to use Alchemix

(5:29) - What is the alternative for people to use Alchemix?

(11:41) - Alchemix as a useful tool for newcomers to Crypto.

(13:11) - Cross Asset ideas with Alchemix.

(14:32) - How the peg for Al USD is maintained

(19:17) - Why Alchemix is needed as a separate product

(25:49) - Striking a good balance between wanting to reward the stakers, but also taking the minimal amount you can so that everyone's loans are repaid faster.

(27:50) - Biggest challenges for Alchemix.

(30:45) - How Alchemix handles yield farming incentives and emissions

(35:35) - What’s on the roadmap for Alchemix?

(40:39) - Thoughts on Institutions moving into the DeFi ecosystem.

(43:19) -The composability aspect of Alchemix?

(45:20) - Thoughts on projects providing some way for people not in crypto, but "normies" to get a higher yield by providing their checking account balances basically.

(49:28) - Risks that could harm the longevity of Alchemix.

(52:04) - Is the loan coming from the yields or from the collateral?

(54:15) - Thoughts on the different interoperability that needs to have the layers2.

Resources:

Alchemix Site: https://twitter.com/AlchemixFi
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Jake Brukhman: Backing The Best In Crypto & NFTs — Metaverse Musings Ep 23

Sun, 28 Mar 2021 11:56:19 -0400

Host Piers Kicks and sits down for Episode 23 of Metaverse Musings with Jake Brukhman, the Founder and CEO of CoinFund which was one of the earliest institutional crypto investors in the world. Jake is an incredibly insightful thinker who marries a strong technical background with creative passion. Some of his writing linked below has been highly influential in the NFT ecosystem and has established him as a leading commentator for this evolving landscape.

Resources:

Guests' Twitter: https://twitter.com/jbrukh
CoinFund blog: https://blog.coinfund.io
Art platform: https://firstedition.xyz
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Mark Cuban: The Billionaire Crypto Degen

Fri, 26 Mar 2021 07:48:08 -0400

The Delphi Podcast Hosts Anil Lulla and Jose Maria Macedo chat with the one and only Mark Cuban about everything crypto.

The conversation covers everything from Mark’s view on the Internet bubble vs crypto right now, DeFi, NFTs, and more! Although he needs no introduction, Mark Cuban is the billionaire start-up investor, Dallas Mavericks owner, and everyone’s favorite shark on ABC’s Shark Tank.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:19) - (First Question) Crypto vs. Previous Technological Revolutions. (5:14) - When did Mark first realize about Store Value / Smart Contracts. (9:07) - Crypto now vs 1 year ago. (12:37) - Yahoo stock / Broadcast.com Exchange. (15:02) - Thoughts on Valuation in Crypto right now. (19:52) - Pre-Hype cycle or Hype cycle? (22:02) - Thoughts on value capture / metrics in Crypto space. (25:58) - What specific metrics does Mark look at? (30:25) - Mark's methodology for learning about a new space. (35:09) - Explaining Crypto / NFTs to friends. (39:21) - Mark's thesis for Crypto Space / Areas of Interest. (44:22) - What does Mark look for in a crypto founder? (45:25) - Moats / Value Capture. (52:00) - Thoughts on Fountainhead by Ayn Rand / Regulatory side in the space. (54:23) - What is Mark farming right now? (56:12) - Mark's portfolio breakdown. (57:04) - When are we getting a Shark Tank episode focused, exclusively on crypto?

Resources:

Mark Cuban’s Twitter: https://twitter.com/mcuban
Anil’s Twitter: https://twitter.com/anildelphi
Jose’s Twitter: https://twitter.com/zemariamacedo
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Music by KILROY: https://soundcloud.app.goo.gl/rgxj2sn...

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorship

METAFACTORY: Glimpsing The Future Of Fashion — Metaverse Musings Ep 22

Tue, 23 Mar 2021 18:39:09 -0400

Host Piers Kicks and sits down for Episode 22 of Metaverse Musings with Drew Harding and Metadreamer, two pioneers of “digiphysical apparel”. The pair perfectly embody the core ethos of the space with ambitious plans for the future of fashion and the cultural components of Web3. METAFACTORY represents a truly mind-blowing illustration of the power of these technologies and how, increasingly, they are going to make their way into our physical lives too.

Resources:

Guests' Twitter: https://twitter.com/DrewHarding , https://twitter.com/META_DREAMER
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosure Discuss Crypto, Music, and their $140K NFT Sale

Fri, 19 Mar 2021 09:56:16 -0400

The Delphi Podcast brings on Guy Lawrence from the legendary electronic music duo Disclosure to discuss NFTs, its impact on the music industry, and their recent Face sale on Zora (which Delphi actually won)! NFTs are unlocking completely new ways for artists to connect with fans, with our recent purchase allowing us to go to any Disclosure show for life as long as we’re holding the NFT. While this episode can be listened to alone, we highly recommend you first check out our recent episode with Music-NFT Pioneer Jack Spallone which we released last week. Enjoy!

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:45) - (First Question) Disclosure’s Background.

(4:35) - Disclosure Face Auction / Artist / Bidding process. (12:10) - Next Disclosure NFT. (17:50) - Disclosure’s thoughts on NFTs. / Explaining NFTs to fans. (23:20) - Thoughts on Interactions between Artist and Fans / NFTs in the music industry. (32:07) - Disclosure’s advice to new artists interacting with NFTs. (35:34) - What else is Guy Lawrence looking at in Crypto. (37:40) - What is the most underrated Disclosure song? (39:17) - What is Guy Lawrence listening to right now? (40:42) - Time spent on longest / shortest songs. (43:57) - Next Disclosure show.

Resources:

Disclosure’s Twitter: https://twitter.com/disclosure
The Disclosure Face NFT: https://zora.co/disclosure/1834
Zora Website: https://zora.co/
Aansh’s Twitter: https://twitter.com/aanshmehta
Anil’s Twitter: https://twitter.com/anildelphi
Yan’s Twitter: https://twitter.com/YanLiberman
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Jack Spallone: The Colliding Worlds Of Music And Crypto — Metaverse Musings Ep 21

Tue, 16 Mar 2021 16:49:04 -0400

Hosts Piers Kicks and Anil Lulla sit down for Episode 21 of Metaverse Musings with Jack Spallone, one of the leading thinkers at the intersection of music and crypto. It is clear he has a tremendous depth of knowledge around this industry, and thoroughly understands the exciting areas of application as well as the technology’s shortcomings.

Resources:

Guests' Twitter: https://twitter.com/JackSpallone
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Mike Novogratz: Scaling Galaxy Into A Behemoth, Criminal Justice Reform and NFT Hype

Tue, 16 Mar 2021 09:04:25 -0400

The Delphi Podcast Host Tom Shaughnessy hosts Mike Novogratz, the Founder, CEO and Chairman of Galaxy Digital. This interview was recorded live in NYC. The two discuss crypto bull runs, scaling Galaxy Digital into the empire it is today, NFT hype and value accrual vs the traditional world, criminal justice reform, advice Mike gives to Galaxy employees and so much more. Mike is an industry titan who has an immense amount of knowledge and alpha to share. This interview was extremely exciting and I think Mike for his time.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(2:51) - (First Question) The elevator pitch for Galaxy (5:16) - Galaxy’s Team (10:21) - Mike thoughts on Traditional Banks (12:58) - Mike's favorite DeFi project. (16:34) - How do you keep your eye on DeFi, but also where it’s worth it financially to invest? (18:09) - Mike's advice to young people in DeFi. (25:17) - Justice System / What is Mike trying to achieve? (34:40) - Thought on the US status as the World’s most powerful country (38:19) - Bitcoin's inflection point (45:07) - Thoughts on NFTs / Traditional Artwork. (49:11) - Thoughts on NFTS being in a bubble.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Galaxy Digital: https://www.galaxydigital.io/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Expert Group’s Top DeFi and Crypto Plays for 2021

Thu, 11 Mar 2021 09:23:21 -0500

Delphi Podcast Host Tom Shaughnessy hosts an expert panel to discuss their top DeFi/Crypto plays for 2021.

This conversation originally occurred on Clubhouse (recorded with guest permission) and be sure to follow Tom Shaughnessy on Clubhouse for any future rooms!

Ryan Zurrer - Founder of Dialectic AG
Dan Elitzer - Co-Founder of Nascent
Andrew Kang - Founder of Mechanism Capital
Sasha Fleyshman - Junior PM, Special Situations at Arca
Dan Matuszewski - CMS Holdings
Hassan Bassiri - VP, Portfolio Management at Arca
TM Lee, Co-Founder of Coingecko

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(4:09) - (First Question) Top plays for 2021. (4:10) - Sasha’s top plays. (6:46) - Hassan ’s top plays. (10:28) - Dan E’s top plays. (12:53) - Andrew’s top plays. (15:56) - Ryan’s top plays. (19:25) - Dan M’s top plays. (22:12) - TM’s top plays. (28:20) - Thoughts on buying NFTs that have no utility. (38:30) - Thoughts on how the Native Crypto Art World will look in the future. (39:20) - Why is Bancor attracting so much liquidity now? (42:33) - Thoughts on The SBF trade. (47:30) - Thoughts on IL vs. Data slippage /Risks of data slippage. (50:30) - Ember Sword. (53:22) - Thoughts on Yield Farming explosion.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

A Killer 14+ Person Expert Panel on Non-Fungible Tokens (NFTs)

Wed, 10 Mar 2021 09:40:30 -0500

Delphi Podcast Host Tom Shaughnessy hosts a clubhouse of 13+ experts to discuss non-fungible tokens. The experts discuss their favorite NFTs, the difference between following NFT projects and individual creators, the benefits of NFTs over the traditional world of collectibles and much more. This podcast aired first on Clubhouse on March 1, 2021 and all speakers gave their consent to e recorded. Follow us on Clubhouse here.

The full interview transcript is available below!

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(3:40) – (First Question) What is an NFT and Why are they so popular right now? (13:20) – Are NFTs in a bubble? (16:24) – Pros/Cons of buying NFTs. (20:06) – Thoughts on Crypto Brands becoming Tokenized. (26:29) – Favorite NFT projects. (36:29) – Tracking real world assets and NFTs. (44:41) – How to represent physical assets online / create a space for digital assets to be showcased. (46:09) – Following Individual Artists vs. Following Brands with NFTs. (48:52) – When will the real world see the benefits of NFTs. (51:49) – NFTs target communities. (54:00) – NFT Hot Takes.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

VEVE: The Evolution of Digital Collectibles — Metaverse Musings Ep 20

Tue, 09 Mar 2021 17:34:24 -0500

Host Piers Kicks sits down for Episode 20 of Metaverse Musings with David and Dan, the Co-Founders ECOMI that created VEVE, a next-generation collectibles experience where users can own their favourite characters and IP as NFTs. The project has seen strong growth recently, with their mobile app trending in the app store and a very full content pipeline. The pair offer excellent insight into the world of licensed collectibles off the back of their extensive experience in the physical collectibles space.

Resources:

Project Twitter: https://twitter.com/ecomi_
Piers’ Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi’s Research Here: https://www.delphidigital.io/

Sorare: A Shot On Goal — Metaverse Musings Ep 19

Thu, 25 Feb 2021 09:23:27 -0500

Host Piers Kicks sits down for Episode 19 of Metaverse Musings with Nicolas Julia, the Co-Founder & CEO of Sorare, a global fantasy football game where you trade and collect players as NFTs. The project has seen massive traction and rapid growth as appetite for these game assets has soared. Sorare has just announced their latest funding round of $50M led by Benchmark, with participation from famous players such as Pique, Schurlle, Ferdinand, and Griezman.

Resources:

Guest’s Twitter: https://twitter.com/ni2las
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Boson Protocol: Bridging The Physical and Digital Worlds With Decentralized Commerce — Metaverse Musings Ep 18

Wed, 24 Feb 2021 12:03:10 -0500

Podcast Show Notes:

Host Piers Kicks sits down for Episode 18 of Metaverse Musings with Justin Banon, the founder of Boson Protocol. The protocol is a pioneer of the concept of “dCommerce”, which aims to recreate the entire ecommerce stack independent of any centralized intermediaries. For the first time, natively digital value can be transacted for real world goods and services in an entirely trustless manner. We cover everything from where blockchain could meet simulation theory, to how Boson will enable a “digital highstreet” where users can shop for physical goods without ever breaking immersion or having to trust those with which they transact.

Resources:

Guest’s Twitter: https://twitter.com/JBanon
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Zora: The Birth Of Platformless Media — Metaverse Musings Ep 17

Wed, 10 Feb 2021 18:37:19 -0500

Host Piers Kicks sits down for Episode 17 of Metaverse Musings with Breck Stodghill from the Zora team. They recently launched their new protocol that extends the ERC-721 standard allowing for markets to be embedded alongside NFTs themselves. The project has given rise to the concept of cryptomedia unlocking the next generation of creator empowerment.

–

Resources:

Resources mentioned: https://nfttok.com/ , https://aurra.gallery/ , https://zora.fm/track/438 , https://zora.gallery/
Guests’ Twitter: https://cryptomedia.wtf/
Piers’ Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Building DeFi Disneyland: Julien Bouteloup covering StakeDAO, BlackPool, Rekt and Curve

Mon, 08 Feb 2021 09:02:28 -0500

Delphi Digital analyst Jonathan Erlich hosts Julien Bouteloup, CEO of StakeDAO and Curve crew member, to discuss all things StakeDAO, Rekt, BlackPool and Curve. The conversation dives into StakeDAO’s vision to become the Disneyland of DeFi, Rekt’s upcoming V2, BlackPool DAO and Curve’s recently launched cross-asset swaps.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes

(1:21) – (First Question) Julien’s Background and what brought him to Crypto. (3:20) – Stake Capital’s elevator pitch. (7:54) – StakeDAO Overview. (11:11) – StakeDAO’s Team / Branding /Development. (15:38) – Thoughts on value accrual to the StakeDAO Token. (19:21) – StakeDAO Strategies. (27:47) – BlackPool DAO Overview. (32:25) – BlackPool Investment Strategy. (38:19) – Rekt Overview. (45:34) – Julien’s vision for Curve. (49:36) – Cross Asset Swaps Walkthrough. (1:00:17) – Where to find Julien Bouteloup and StakeDAO, Blackpool, Rekt and Curve.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Julien’s Twitter: https://twitter.com/bneiluj
Stake Capital Site: https://www.stake.capital/
StakeDAO Site: https://stakedao.org/dashboard
Rekt Site: https://www.rekt.news/
BlackPool Site: https://www.blackpool.finance/
Jonathan's Twitter: https://twitter.com/JonathanErlichL
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

The Emerging “Valuenet” with Maple Leaf Capital

Fri, 05 Feb 2021 11:05:08 -0500

Host Jose Maria Macedo sits down with Maple Leaf Capital, an anonymous investor and analyst in the space who has quickly made a name for himself with some excellent reports on DeFi and sharp takes on crypto twitter. In our view, Maple Leaf has one of the most cogent, well-articulated theses for crypto as a whole and for DeFi and Web 3.0 specifically. In this wide-ranging conversation, we dive into that and his thoughts on investing in the space more generally, including Maple’s crypto and DeFi thesis, investment thesis, competitive moats, specific sector analysis, decentralised governance, and much more.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(2:10) – Maple Leaf’s background and what brought him to crypto.

(4:20) – Maple Leaf’s crypto thesis.

(10:13) – The multi-dimensional costs of value transfer.

(14:02) – Democratizing high-end financial services.

(18:41) – Examples.

(21:26) – Is DeFi simply a form of regulatory arbitrage?

(22:51) – Three types of value nets and their interaction in the long/medium long term.

(29:22) – 3 potential reasons why crypto could fail.

(34:36) – Maple Leaf’s Investment Thesis.

(40:30) – Competitive Advantages and Moats in Crypto.

(46:40) – Valuing protocols.

(48:35) – Views on Credit: Aave, COMP, Cream.

(51:43) – Thoughts on decentralised governance.

(58:59) – Thoughts on decentralised insurance.

(01:02:41) – Views on Algorithmic Stablecoins.

(01:04:36) – Contrarian bullish takes.

(01:10:08) – Contrarian bearish takes.

Resources:

Maple Leaf Capital’s Twitter: https://twitter.com/MapleLeafCap
Maple Leaf Capital Report: https://drive.google.com/file/d/1eTuhqnIfY8DW_oy-GpKARy3hBDkHPKSB/view
Jose’s Twitter: https://twitter.com/ZeMariaMacedo
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Dapper Labs: Paving The Way For Consumer Blockchain — Metaverse Musings Ep 16

Thu, 04 Feb 2021 16:09:50 -0500

Host Piers Kicks sits down for Episode 16 of Metaverse Musings with Roham Gharegozlou the Founder & CEO of Dapper Labs who built Crypto Kitties and NBA Top Shot. Most recently, they launched a new chain built entirely from the ground up after being dissatisfied with the scaling solutions available. Roham and his team are perhaps best positioned to comment on taking blockchain mainstream after not one, but two breakout successes with even more ambitious plans ahead of them.

Resources:

Guests' Twitter: https://twitter.com/rohamg
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Psykeeper: Saffron’s Pools Offer Risk Tranching and Building as an Anonymous Founder

Wed, 03 Feb 2021 09:39:42 -0500

Delphi Podcast Host Tom Shaughnessy hosts Psykeeper, the founder of Saffron Finance. Psykeeper shared his incredible story as an anonymous founder and the benefits of being anon. He also dove into how Saffron tranches risk for users, tranche dynamics, token econ plans and use cases, what the future holds and so much more.

This was our first episode where a founder used a voice changer to protect his identity, and we are more than happy to host founders, known or anon, to share their stories.

Saffron is a protocol for tokenizing on-chain assets, including contracts that otherwise impair access to utilized capital. Tokenized ownership of on-chain assets gives liquidity providers greater flexibility and uninterrupted access to their underlying collateral while enabling leveraged staking and bespoke risk management.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:34) – Psykeeper’s background and how he founded Saffron Finance (SFI).

(3:03) – Major benefits for Psy for being anonymous.

(5:28) – Saffron’s elevator pitch.

(6:52) – Differences between Saffron and other DeFi platforms / Tranches / Earnings.

(9:47) – Saffron’s target market.

(13:18) – Thoughts on Saffron rates.

(15:43) – Saffron’s community.

(17:00) – Thoughts on Saffron’s token long term.

(20:21) – Concerns about the yields fall a lot once the SFI issuance falls.

(22:50) – Thoughts on Saffron being used within another DeFi protocols.

(23:54) – Saffron’s Team.

(25:41) – How does the external community get involved?

(28:25) – Learnings from Saffron’s token generation event.

(31:04) – How does Psy plan to decentralize?

(33:00) – Where to find Saffron Finance.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Psy’s Twitter: https://twitter.com/psykeeper
Saffron Finance: https://twitter.com/saffronfinance
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Armor Finance - Making DeFi Safer

Tue, 02 Feb 2021 15:10:29 -0500

Co-hosts Jose Maria Macedo and Yan Liberman sit down with Azeem and Robert from Armor Finance. Armor Finance is a new project building a smart insurance aggregator for DeFi. Armor seeks to make DeFi safer by streamlining the insurance UX, providing a ‘Pay as you Go’ and ‘Only pay what you owe’ coverage for users across various protocols, starting with the majors but expanding coverage over time. We see them as the insurance “distribution” layer on top of the “underwriting” layer provided by NXM, similar to insurance brokers in the real world. Armor just launched their first products and yield farming initiatives this weekend and Yan and Jose take this opportunity to dig into what Armor is and their future plans. We hope you enjoy this conversation.

Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(2:03) – Azeem and Robert’s background and what brought them to crypto. (3:24) – What is Armor? (7:08) – Armor UX: Next Products: (10:58) – 1. arNFT. (13:56) – 2. Smart Cover System. (16:41) – 3. Armor Vaults. (19:36) – Thoughts on Armor Vaults and LP shares becoming prime DeFi collateral and their incorporation into other protocols. (20:15) – How to think about Armor (22:10) – Integrating with Centralized Insurance Solutions. (22:57) – Armor Token value capture. (25:34) – Long term pricing power. (27:20) – Thoughts on the Cost of Customer Acquisition. (29:35) – Thoughts on Decentralized Insurance. (31:42) – Thoughts on underwriting risks. (32:47) – Custodial Coverage. (34:30) – Biggest risks to Armor’s Vision. (35:28) – Expectations for Armor’s primary users. (37:27) – Where to find Armor Finance.

Resources:

Azeem’s Twitter: https://twitter.com/AzeemFi
Robert’s Twitter: https://twitter.com/robertmcforster
Armor’s Twitter: https://twitter.com/ArmorFi
Armor website: https://armor.fi/
Jose’s Twitter: https://twitter.com/ZeMariaMacedo
Yan's Twitter: https://twitter.com/YanLiberman
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Miles Anthony: Virtual World Casinos — Metaverse Musings Ep 15

Wed, 27 Jan 2021 17:38:13 -0500

Host Piers Kicks sits down for Episode 15 of Metaverse Musings with Miles Anthony the Founder of Decentral Games who are building casinos across virtual worlds. His project is the first to pioneer this concept and thus far there is little in the way of competition. We talk through the unique considerations when building in this strange space, replacing The House with a community-owned protocol, and the interesting observations he has made on stimulating engagement thus far.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Resources:

Guests' Twitter: https://twitter.com/miles1dg
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Jess Sloss and Cooper Turley: Social Tokens Are Rearchitecting Community and Social Engagement

Tue, 26 Jan 2021 09:14:03 -0500

Chain Reaction Hosts Tom Shaughnessy and Piers Kicks host Jess Sloss, of Seed Club, and Cooper Turley, of Audius, to discuss social tokens and their must read 2020 social tokens post.

Social tokens are a nascent and budding opportunity in crypto and frankly, there are limited sources of information right now. To combat that and unveil the opportunity we had on two experts to help educate the Delphi Community on social tokens and their importance. The four talk numbers, use cases, key launches, what’s ahead, the differences between social and DeFi tokens, and much more.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes

(1:27) – (First Question) – What was the impetus to write a Social Token year in review?

(2:25) – The start of Social Tokens.

(3:44) – What’s the most prominent Social Token that’s launched?

(8:35) – The difference between a Social Token and a DeFi token.

(12:40) – The difference between launching a Social Token and Yield Farming a DeFi Token.

(15:42) – Using Social Tokens to reward people for automating tasks.

(17:29) – Thoughts on Gaming.

(19:45) – Thoughts about Social Tokens being used by the Traditional World.

(23:07) – Social Tokens, a new emergent type of culture and brand.

(26:28) – What was the biggest Social Token that you guys have aped into?

(30:06) – Concerns about Human Risk.

(32:54) – Thoughts about the Security around Social Tokens.

(34:11) – Is there anyone specific who would be a good fit in Crypto to launch a Token?

(36:08) – How to attribute value from other people to these tokens when a lot of the value is more qualitative than trackable metric-wise?

(37:45) – Specific examples.

(41:28) – Where Social Tokens fit in on a work level for Crypto people/ More Collaboration or More Competition.

(43:00) – Thoughts about the Synergy of DeFIs, NFTs and Social Tokens.

(46:10) – Jess / Seed Club.

(47:18) – Cooper / Audius.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Jess’s Twitter: https://twitter.com/thattallguy
Cooper’s Twitter: https://twitter.com/Cooopahtroopa
Tom's Twitter: https://twitter.com/Shaughnessy119
Piers's Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: This podcast is strictly informational and educational and is not investment advice or a so

SuperRare: The Next Generation Of Digital Art — Metaverse Musings Ep 14

Mon, 25 Jan 2021 15:37:44 -0500

Host Piers Kicks sits down for Episode 14 of Metaverse Musings with John the Founder and CEO of SuperRare. His project is one of the earliest crypto art platforms built on Ethereum, and leads the sector by on-chain volume. We talk through the unique considerations when building a crypto art platform, how to humanise the experience, how he thinks over $200M of art will be sold this year, and how intuitive content-oriented crypto such as NFTs could be the consumer-facing onboarding funnel the industry needs.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Resources:

Guests' Twitter: https://twitter.com/SuperRareJohn
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Teddy and Jeff: Notional Finance Enables Fixed Rate, Fixed Term Lending and Borrowing on Ethereum

Thu, 21 Jan 2021 09:31:21 -0500

Chain Reaction Host Tom Shaughnessy hosts Teddy Woodward and Jeff Wu of Notional Finance.

Notional is a protocol on Ethereum that facilitates fixed rate, fixed-term lending and borrowing of crypto-assets via a novel financial primitive called fCash. Fixed rate financing touches all corners of the modern financial markets. The majority of US debt is issued at fixed interest rates because they provide certainty and minimize risk for market participants. Notional brings this capability to the decentralized financial system on Ethereum and gives crypto users that same access to stable financing.

The full interview transcript is available below the video!

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:17) – (First Question) - Teddy’s Background. (3:11) – Jeff’s Background. (6:02) – Notional Finance Elevator Pitch. (8:33) – Key Differences between Notional Finance and other competitors. (11:50) – Rates / Collateralization Walkthrough. (14:42) – Thoughts about liquidity Fragmentation. (16:23) – The Collateralization Framework. (18:01) – Insights about DEV / Smart Contracts. (22:55) – How Notional affects DeFi. (26:34) – Will Notional attract Traditional Investors. (28:24) – What’s on the roadmap for Notional Finance. (29:56) – Notional vs. Compound? (33:09) – Notional Finance Team. (34:00) – Does Notional need a Community. (36:10) – How does the model work (to earn money). (36:49) – Where to find Notional Finance.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Teddy’s Twitter: https://twitter.com/teddywoodward
Jeff’s Twitter: https://twitter.com/wuprotocol
Notional Finance: https://notional.finance
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparenc

Algorithmic Stablecoins Series: Joey Santoro Covering FEI Protocol

Tue, 19 Jan 2021 09:52:02 -0500

Chain Reaction Hosts Tom Shaughnessy and Medio Demarco host Joey Santoro, the founder and architect of FEI protocol. This is the third episode in our algorithmic stablecoin series. Joey talks through the creation of FEI, direct incentives for reducing and increasing supply, protocol controlled value, direct incentives, and much more.

Our other episodes in this series

Empty Set Dollar

FRAX Finance

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:19) – (First Question) - Joey’s Background and what brought him to Crypto. (2:16) – Main Issues with Decentralized Stablecoins. (5:31) – FEI Elevator Pitch. (8:37) – Differences on Seniorage collateralized model / FEI. (10:50) – What happens when FEI goes sub $1. (17:37) – FEI Reweight Steps / Liquidity Benefits. (20:17) – FEI vs. FRAX. (23:35) – The Tribe governance token. (29:01) – How Tribe be released to the world. (33:08) – FEI, building confidence and expectations. (35:24) – Thoughts about FEI’s ability to scale supply fast but also maintain a very close price to it's peg. (39:41) – FEI Biggest Risks. (44:47) – How much could FEI police the Direct Incentive. (47:06) – Thoughts about the possible impacts of other stablecoin communities enhancing projects. (49:58) – Benefits of not being an anonymous founder. (52:07) – Where to find Joey Santoro / FEI.

The full interview transcript is available here.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Do’s Twitter: https://twitter.com/d0h0k1
Terra Site: https://terra.money/
Mirror Site: https://mirror.finance/
Anchor Site: https://anchorprotocol.com/
Jonathan’s Twitter: https://twitter.com/JonathanErlichL
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Taking Crypto Mainstream: Do Kwon Covering Terra, Mirror and Anchor

Fri, 15 Jan 2021 09:42:40 -0500

Delphi Digital analyst Jonathan Erlich hosts Do Kwon, Co-Founder and CEO of Terraform Labs, to discuss all things Terra. The conversation dives into Terra’s vision and impressive 2020, as well as into Chai and some exciting recent developments such as Mirror and Anchor.

The full interview transcript is available here!

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

(1:30) – (First Question) - Do Kwon’s Background and what brought him to Crypto.

(3:18) – How Do Kwon defines Terra?

(6:41) – Terra´s Stablecoins Walkthrough.

(9:01) – Peg Stability.

(11:06) – Thoughts about Chai / Chai´s Success.

(16:01) – UX from the Merchant Perspective.

(18:53) – How Terra benefits from Chai?

(23:01) – 3 Announcements around Chai.

(31:13) – Smart Contracts for Terra.

(37:50) – Mirror’s Competitive Advantages.

(40:34) – Thoughts about Value accrual in Mirror.

(43:47) – Mirror Regulation.

(46:33) – Mirror’s Sustainability / The liquidity mining campaign ends, What’s Next?

(50:45) – Anchor: A new Savings and Lending Protocol.

(56:48) – Thoughts about Anchor’s development.

(57:28) – What can we expect from Terra for 2021?

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Do’s Twitter: https://twitter.com/d0h0k1
Terra Site: https://terra.money/
Mirror Site: https://mirror.finance/
Anchor Site: https://anchorprotocol.com/
Jonathan’s Twitter: https://twitter.com/JonathanErlichL
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Aave: The Road to a Crypto-Powered Neobank

Thu, 14 Jan 2021 13:51:31 -0500

Chain Reaction Host Jose Maria Macedo sits down with Stani Kulechov - Founder & CEO of Aave. Aave is one of the leading DeFi protocols with nearly $3B in TVL and $4B in loans originated. Originally known as ETHLend, Aave launched its ICO in 2017 and unlike most, built through a brutal multi-year bear market that saw its price drop >90%. The team’s persistence was rewarded with a truly epic 2020 as TVL grew 1000x (from $300K to $3B) and market cap grow ~150x (from $10M to $1.5B). Most importantly, the team has continued to innovate at breakneck space, pioneering features such as flash loans, delegated credit lines, collateral swaps and entirely new governance structures.

In this conversation, we skip over much of the now well-covered Aave back story and focus on covering new ground. We discuss things like:

What makes a good protocol founder & CEO,
What Stani looks for as an angel investor,
How Stani sees the competitive landscape,
Aave’s e-money license and plans to become a neobank,
Aave’s biggest mistakes in 2020 and focuses for 2021,
...and much more

Show Notes:

(3:35) – Stani’s background and what brought him to crypto

(9:45) – Angel investing: What does Stani look for in projects & founders?

(13:57) – Learnings from being a Protocol CEO

(19:31) – Biggest mistakes and learnings from 2020

(23:47) – Aave’s e-money license and what it will enable

(28:39) – Aave’s Protocol and Application Layers

(31:43) – Aave’s Application Layer as a DeFi Aggregator

(33:16) – Application value capture

(38:14) – The potential of the Safety Module as an Insurance Product.

(40:47) – Delegated Credit and unlocking yield aggregation

(52:24) – Competitive moats in DeFi

(58:42) – Thoughts on Compound Chain

(01:01:13) – Thoughts on Algorithmic Stablecoins

(01:03:34) – Thoughts on CREAM, the Yearn conglomerate and “Protocol M&A”?

(01:08:39) – Aave’s new Governance Standard

(01:15:14) – How does Stani see the future of Protocol Politicians?

(01:20:14) – Stani´s Expectations / Strategic Focuses for 2021.

Resources:

Stani’s Twitter: https://twitter.com/StaniKulechov
Aave’s Twitter: https://twitter.com/AaveAave
Aave website: https://aave.com/
Jose's Twitter: https://twitter.com/zemariamacedo
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Nonfungible: Data In The Time of NFTs — Metaverse Musings Ep 13

Wed, 13 Jan 2021 16:14:19 -0500

Host Piers Kicks sits down for Episode 13 of Metaverse Musings with Dan and Gauthier, the founders of Nonfungible. Their company provides data tools for the emerging NFT landscape, and each year they author a comprehensive industry report. The pair suggest that their upcoming report is the most in-depth and broad to date, with a number of exciting takeaways...

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Resources:

Guests' Twitter: https://twitter.com/dafky2000, https://twitter.com/Gauthier_Z
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Algorithmic Stablecoins Series: Sam Kazemian of Frax Finance

Tue, 05 Jan 2021 09:22:46 -0500

Chain Reaction Host Tom Shaughnessy hosts Sam Kazemian, the Founder of Frax Finance to discuss the project. This is the second in a series of podcasts on Algorithmic stablecoins. The trio discuss Frax’s creation, technicals around expansion/contraction of supply, competition, risks and much more including why Frax could be the most stable vs its competitors.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co/btcmedia

Show Notes

(2:02) – (First Question) - Sam Kazemian's Background. (4:37) – Frax Finance Elevator Pitch. (10:39) – What is being used as Collateral in Frax. (15:50) – Frax Stablecoin vs FXS governance token. (18:23) – Relation between USDC and FXS / Insights about the process. (21:11) – Insights about the Value Capture. (23:34) – The growth process. (25:33) – Where is the Collateral pool kept. (28:48) – What happens when the price of FRAX goes sub $1. (33:18) – How do people earn more of the Governance Token / Rewards Walkthrough. (36:11) – How APY could offset Impermanent Loss. (38:21) – How the Supply of FXS could get absorbed. (39:27) – How many people are Time Locking their Stake. (42:04) – Once you use all the Yield Farming Rewards, What's next. (47:42) – The Dichotomy between ESD and Frax. (54:35) – Where to find Sam Kazemian.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Sam’s Twitter: https://twitter.com/samkazemian
Frax’s Website: https://frax.finance/
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Algorithmic Stablecoins Series: Dan Elitzer and Lewis Freiberg Covering Empty Set Dollar

Thu, 31 Dec 2020 12:24:23 -0500

Chain Reaction Host Tom Shaughnessy hosts Dan Elitzer: Co-Founder of Nascent and previously of IDEOVC and Lewis Freiberg, an Independent Developer to discuss Empty Set Dollar. This is the first in a series of podcasts on Algorithmic stablecoins. The trio discuss ESD’s creation, technicals around expansion/contraction of supply, competition, risks and much more.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co/btcmedia

Show Notes

(2:08) – (First Question) - Dan Elitzer and Lewis Freiberg Background.

(3:35) – Empty Set Dollar (ESD) Elevator Pitch.

(4:31) – Why ESD was so high above the PEG.

(8:22) – Collateralized and Centralized Stablecoins main Issues.

(10:23) – ESD’s role in DEFI apps.

(12:47) – How ESD expands supply.

(18:44) – Will ESD will get to a point where people will be debating every week on what the supply should be expanded?

(20:40) – Incentive to get ESD above $1.

(28:31) – Insights about Supply Lockups.

(31:41) – Is there a point where the majority of the Supply will be circulating.

(33:57) – Differences on speculators wanting to get involved / Issuance Risks.

(36:53) – Debt computed under $1 Walkthrough.

(39:01) – Insights about ESD as a Long Term Investor.

(43:28) – Why is ESD better than other Stablecoins.

(46:56) – Thoughts about Development Teams.

(49:17) – Where to find Dan and Lewis.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Resources:

Dan’s Twitter: https://twitter.com/delitzer
Lewis’ Twitter: https://twitter.com/LewisFreiberg
ESD Tools: https://esd.tools/
ESD Site: https://app.emptyset.finance/#/
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 purp

Brian Flynn: Rabbithole Is Pioneering On-Chain Data and Social Identities 🐰🕳️

Tue, 22 Dec 2020 11:30:30 -0500

Chain Reaction Host Tom Shaughnessy hosts Brian Flynn, the founder of Rabbithole. RabbitHole is pioneering the future of on-chain work, giving users opportunities to earn tokens based on their on-chain data. Its’s an incredible platform to educate the world on crypto and help projects target future contributors

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co/btcmedia

Show Notes

(2:22) – (First Question) - Rabbithole Elevator Pitch.

(3:25) – Brian Flynn's Background.

(6:15) – Stakeholders - Users.

(7:45) – Stakeholders - Entire Network.

(9:41) – How granular can Teams get without Rabbithole.

(11:06) – How do you scale the curation mechanism?

(13:58) – XP points Walkthrough.

(16:53) – How granular can Rabbithole get on the lessons for XP points.

(20:11) – Rabbithole from a Business Perspective.

(20:56) – Web3 Social Networks.

(25:30) – Could reputation amassed through Rabbithole be used to dig into anonymous Founders.

(30:40) – Rabbithole Scaling Factors.

(31:49) – Where to find Rabbithole.

Resources:

Guest’s Twitter: https://twitter.com/Flynnjamm
Guest’s Website: https://rabbithole.gg/faq
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Devin Finzer: What Lurks Beneath The OpenSea — Metaverse Musings Ep 12

Mon, 21 Dec 2020 19:13:07 -0500

Host Piers Kicks sits down for Episode 12 of Metaverse Musings with Devin Finzer, the CEO of OpenSea and author of their “Non-fungible Token Bible”. His company provides foundational infrastructure to the NFT ecosystem, and it’s safe to say that they’ve entrenched themselves as a core part of the space for the foreseeable future. Devin provides insight into their philosophy as a business and how he sees NFT evolving into an integral part of the future web.

Resources:

Guest’s Twitter: https://twitter.com/dfinzer
Devin’s NFT Bible: https://opensea.io/blog/guides/non-fungible-tokens/
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

A DAO Masterclass with Aaron Wright

Mon, 21 Dec 2020 09:55:30 -0500

Chain Reaction Host Jose Maria Macedo hosts Aaron Wright, cofounder of OpenLaw, The LAO and now Flamingo DAO. Aaron is a professor at Cardozo Law School and is at the forefront of DAOs, having been involved in Bitcoin since 2011, and Ethereum since 2015. Before this, Aaron was a successful entrepreneur, having sold his first company to Wikia - the for-profit version of Wikipedia, which he grew to be one of the largest websites on the internet.

Aaron provides a DAO masterclass, discussing what they are, why they matter, and his vision for DAOs as the next evolution in a long history of human organization dating back to Ancient Rome.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co

Show Notes:

(2:06) – Aaron Wright Background.

(4:35) – Organizations: History, Concepts and Functions.

(7:25) – Insights about DAO / Long-term Vision.

(12:47) – Experimenting with Types of Organizations in the real world.

(14:26) – DAO main categories.

(15:41) – Insights about Fund Structures.

(19:14) – DAO’s interaction with the Traditional Legal System.

(25:32) – Why a Delaware LLC.

(26:43) – Insights about DAO legal compliance.

(30:35) – LAO, OpenLaw big Use Case.

(35:11) – Why build on Moloch.

(36:49) – Credit Delegation System Background / Walkthrough.

(41:33) – OpenLaw, merging the Traditional World with Crypto.

(44:40) – The Future of the Legal System.

(49:07) – The Security in Off-chain Assets Settlements.

(56:21) – Insights about Governance Tokens value / DAO projects.

(1:03:41) – Exciting things happening in the DAO Space.

Resources:

Guest’s Twitter: https://twitter.com/awrigh01
Guest’s Website: https://www.openlaw.io/
Jose's Twitter: https://twitter.com/zemariamacedo
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Jake Ryan: The Age Of Autonomy Into 2040 and Beyond

Tue, 15 Dec 2020 10:03:05 -0500

Chain Reaction Host Tom Shaughnessy hosts Jake Ryan, the Founder and CIO of Tradecraft Capital and the Author of Crypto Asset Investing in the Age of Autonomy.

The two discuss Jake's new book: How we are in a new long wave economic cycle Jake describes as the Age of Autonomy enabled by crypto since it allows us to transfer value without humans 🤖.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co

Show Notes

(1:56) – (First Question) - How did Jake started in Crypto

(3:27) – The Idea behind the book “Crypto Asset Investing in the Age of Autonomy”

(6:30) – What is Tradecraft Capital

(7:13) – Diving into “Crypto Asset Investing in the Age of Autonomy”

(9:54) – Insights about a new world / Age of Autonomy

(13:13) – Is the World aware of Crypto Age of Autonomy

(15:06) – Crypto's role in the Real World

(17:21) – US dollar Currency Status in the New Era of Technological Evolution

(20:24) – Insights about Investing in Crypto / Frameworks

(22:56) – Insights about the Long-term Investment horizon in the Cryptocurrencies

(24:47) – What was the hardest thing about writing “Crypto Asset Investing in the Age of Autonomy”

(27:19) – “Crypto Asset Investing in the Age of Autonomy” Launch

Resources:

Tradecraft Capital: https://www.tradecraft.capital
Jake’s Twitter: https://twitter.com/TradecraftJake
Jake’s Writing, Medium: https://medium.com/@TradecraftJake
Crypto’s Role in the Age of Autonomy: https://hackernoon.com/cryptos-role-in-the-age-of-autonomization-2bf414ceb5d2
Autonomy 2040 Summit: https://www.autonomy2040.org/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 inform

Leo Cheng: CREAM Listing The Long-Tail Assets for Borrow/Lending, Cream V2 and A Yearn Finance Partnership

Mon, 14 Dec 2020 09:03:23 -0500

Chain Reaction Host Tom Shaughnessy hosts Leo Cheng of CREAM Finance. The two discuss how Cream started from forking compound/balancer to listing the long tail of assets for borrow/lending, plans around Cream V2, and a partnership with Yearn Finance.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co

Show Notes

(1:47) – (First Question) – A little bit about Leo Cheng

(2:45) – CREAM Finance Background

(4:59) – CREAM vs Compound and Aave

(9:12) – Community could play a good role in deciding which assets to list

(12:43) – CREAM product roadmap

(17:07) – The art of Incentivizes without the Token becoming valueless

(20:07) – Keeping CREAM Morale up

(23:30) – Binance Smart Chain Walkthrough

(26:57) – CREAM merger partnership

(31:11) – Insights about CREAM v2

(36:16) – What are the benefits of Partnerships

(39:39) – Insights about the Individual Tokens

(43:03) – How is Taipei

Resources:

Guest’s Twitter: https://twitter.com/leokcheng
Guest’s Website: https://twitter.com/creamdotfinance
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Glen Weyl: New Economic Ideas For Unprecedented Times

Fri, 11 Dec 2020 09:24:22 -0500

Chain Reaction Host Jose Maria Macedo hosts Glen Weyl, economist and Principal Researcher at Microsoft. Glen Weyl famously wrote Radical Markets, one of the most original and creative economic treatises of our time. One of the book’s most vocal fans was Vitalik himself, and Vitalik and Glen have since collaborated on multiple initiatives, including the original Quadratic Funding paper which later spawned Gitcoin. Glen has also founded a social movement called RadicalxChange Foundation which seeks to implement his ideas.

In this conversation, Glen explores his novel economic ideas and how they can be used to create new social technologies that solve some of today’s hardest problems.

Show Notes:

(1:08) – Basic Ideas – Capitalism and Central Planning.

(2:10) – Factors that contribute to The Decline in Productivity, combined with the Inequality (Stagnant Quality).

(4:07) – Inequality, a bigger problem than a feature.

(7:11) – Insights about Property being Monopoly / Solutions.

(12:55) – Quadratic Finance / How do we democratize Markets.

(14:56) – Insights about Private Property as a core part of Capitalism.

(19:24) – Bring Markets to Democracy.

(22:59) – Quadratic Voting.

(28:16) – Systems of Corporations vs Systems of Central Planning.

(30:03) – Governance, the different systems that have existed in the US and UK.

(33:07) – Implementations of Governance in the Crypto Space.

(35:24) – Fund collect goods in order to make Taxation more efficient.

(38:28) – Coercion, a part of supplying Public Goods.

(40:40) – Insights about Data Monopoly / Crypto as a possible solution.

(49:20) – iEmbrace Contradictions!

(50:44) – A global social movement called RadicalxChange.

(53:33) – Books that have influenced Glen Weyl the most.

(54:11) – Favorite Film, Sorry to Bother You by Boots Riley.

Resources:

Guest’s Twitter: https://twitter.com/glenweyl
Guest’s Website: https://twitter.com/Microsoft
Jose’s Twitter: https://twitter.com/zemariamacedo
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Alpha Finance’s Tascha: An Ecosystem of Bleeding Edge DeFi Products ✨

Wed, 09 Dec 2020 09:00:46 -0500

Chain Reaction Host Tom Shaughnessy hosts Tascha of Alpha Finance. Alpha Finance Lab (Alpha) is a cross-chain DeFi lab that focuses on building an ecosystem of cross-chain DeFi products to capture unaddressed demand in an innovative and user friendly way. The two discuss leveraged yield farming, AlphaX (perpetuals) and much more in this dive into Alpha Finance.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co

Show Notes

(1:51) – How Tascha started in Crypto (3:06) – Alpha Finance Launching (3:29) – Alpha, a suite of products (5:40) – Taking a leveraged Yield Farming position (9:42) – Attracting people to deposit ETH / Risks (14:09) – Will Alpha offer 10x leverage (15:24) – Insights about adding Pools (16:53) – Partnership with Ave (18:28) – How does Alpha handle security (23:11) – Alpha X Launching (26:16) – Alpha X Funding Rate and mechanics (29:47) – Anon manipulable Price Feed (30:44) – Alpha’s Token (34:27) – Alpha’s Competitors (36:48) – Where to follow Alpha Finance

Resources:

Guest’s Twitter: https://twitter.com/tascha_panpan
Guest’s Website: https://alphafinance.io/
Tom’s Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Colin Goltra: Boots on the Ground — Metaverse Musings Ep 11

Mon, 07 Dec 2020 17:04:33 -0500

Host Piers Kicks sits down for Episode 11 of Metaverse Musings with Colin Goltra, an avid Crypto Art collector and Head of Growth for Binance Philippines. Colin has a deeply considered passion for the space, and touches upon various interesting philosophical modes of interpretation. He provides commentary on the beating heart of blockchain gaming adoption, where games like Axie Infinity are providing emerging markets with rich economic opportunities for those alive to the possibilities.

Resources:

Guest’s Twitter: https://twitter.com/Goltra
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Robbie Heeger: Endaoment’s Donor-Advised Funds Enable Crypto Charitable Donations For 1.5M Organizations

Thu, 03 Dec 2020 09:48:19 -0500

Chain Reaction Host Tom Shaughnessy hosts Robbie Heeger, the CEO and President of Endaoment. Endaoment is a new Community Foundation & public charity offering Donor-Advised Funds (DAFs) built atop the Ethereum blockchain, allowing you to donate to almost any U.S. nonprofit organization.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes:

Broad Topics:

Educate about DAFs and how they work.
Share process of opening a DAF with Endaoment.
Discuss why DAFs can be advantageous.
Talk about Endaoment’s origin, mission and vision.
Share about future roadmap and long term vision for the technology behind Endaoment.
Discuss the charitable/philanthropic space inside of the crypto/defi industry.

Endaoment Background & Roadmap:

Created by Robbie Heeger in 2019 originally as hacking project as I was teaching myself to code.
Recieved 501(c)(3) – the first public charity on chain – in June 2020.
Released MVP DAF product in October 2020, audited by Open Zeppelin.
Built to be a DAF that is powered by smart contracts.
Accepts over 135 different ethereum assets + ETH.
Lowest cost, lowest donation minimum DAF provider in US.
Built atop Uniswap’s open source front end, Gidestar API + USDC API.
Enables giving to 1.5 million + US organizations.
Consider our current DAF product an MVP of what’s possible using Ethereum/DeFi to power charitable giving
Down the road, User will choose either giving to Pooled Capital Community Fund (Endaoment Community Fund) or to an individual Endaoment DAF.
Endaoment Community Fund to be the first DAO powered Community Foundation & Endowment Fund where token holders choose investment allocations across yield farming strategies in DeFi, grant awards to nonprofits and select Endaoment policies and board members using tokens.
Looking to bring those same investment options to the individual Endaoment DAF as well, without the same token based voting weights.

DAF History/Background:

Donor Advised Funds are charitable accounts owned and managed by a public charity.
Allows a donor to donate an asset to charity without selling it first.
Over 750k DAFs in the US.
Fastest-growing method to give to charity in the united states in 2019.
Over 120 BN in DAF assets in the US.
DAFs can be controversial … many people park assets there, take the deduction and let it sit. Many people think DAF capital should more quickly flow into communities.

Crypto Giving Landscape Background:

Several large DAF providers accept “blue chip” crypto, but no long tail of tokens.
Most crypto giving platforms either are crowdfunding derivatives, public goods funding projects, or going one organization at a time to support giving.
Many community foundations in the US are still running off paper checks and desire to modernize their financial infrastructure but are intimidated by crypto.
Many organizations are intrigued by crypto but scared away by the fluctuation in value and unknowns about custodianship…delivering grants in USD is prime concern.

Resources:

Guest’s Twitter: https://twitter.com/RobbieHeeger
Guest’s Website: https://endaoment.org/
Tom’s Twitter:

Sunayna Tuteja from TD Ameritrade: The Next Wave of Bitcoin Investors

Mon, 30 Nov 2020 14:44:35 -0500

Macro Matters host Kevin Kelly sits down with Sunayna Tuteja, Head of Digital Assets & DLT at TD Ameritrade. In this conversation, Sunayna and Kevin discuss:

Consensus among traditional investors and sentiment towards Bitcoin and digital assets.
The growing demand among RIAs to understand Bitcoin and its potential role in a multi-asset portfolio context.
The rise of DeFi and digital assets as a kind of “Mayday” event.
The importance of explaining the “how to” when it comes to education as crypto starts to seep into mainstream conversation.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes

(2:21) – TDA’s stance on Digital Assets

(7:29) – The rise of Digital Assets and DeFi leading to the next Mayday event

(13:23) – DeFi as a multidisciplinary ecosystem

(15:20) – TD’s core client & the demographic of TD’s target audience

(22:40) – TD’s Clients, struggles with Digital Assets Space concepts

(27:47) – The growth in Bitcoin and digital asset interest among traditional investors

(33:12) – The mainstream movement

(39:09) – The biggest deterrents still holding investors back & the necessary tools still needed to accelerate widespread adoption

(44:29) – Importance of education & what we in the crypto community can do to better inform traditional investors and RIAs of the opportunities and risks in this space

(49:18) – Closing thoughts

Resources:

Guest’s Twitter: https://twitter.com/Sunayna?s=20
Guest’s Website: https://twitter.com/TDAmeritrade?s=20
Kevin's Twitter: https://twitter.com/kevin_kelly_II
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Colin and ZX: A Technical Dive Into Filecoin’s Tokeneconomics

Fri, 27 Nov 2020 09:19:45 -0500

Chain Reaction Host Tom Shaughnessy hosts Colin Evran (Ecosystem Lead at Protocol Labs) and ZX (Cryptoeconomics Lead At Protocol Labs) for a technical deep dive into the cryptoeconomics of Filecoin’s native token (FIL).

The trio discusses the use cases for Filecoin, the minting mechanism (simple and baseline minting), storage pledges (initial pledge and consensus pledges), issuance, reward locks, token distribution, FIP changes, and more.

View Full Transcript here: https://www.delphidigital.io/podcasts/colin-and-zx-a-technical-dive-into-filecoins-tokeneconomics-video-and-transcript/

We previously had Colin on to discuss Filecoin overall: https://www.delphidigital.io/podcasts/colin-evran-filecoin-ushers-in-a-new-generation-of-cloud-storage/

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Resources:

Colin’s Twitter: https://twitter.com/colinevran
Zx’s Twitter: https://twitter.com/zixuanzh
Guest’s Website: https://filecoin.io/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

TokenTax’s Zac and Alex: The Ultimate Crypto Tax Deep Dive

Tue, 24 Nov 2020 14:55:10 -0500

Chain Reaction Host Tom Shaughnessy hosts Alex Miles and Zac McClure, the co-founders of TokenTax. The team answers our most nuanced crypto tax questions and get into detail on how the founders are scaling their tax software. This was a must-listen episode for anyone filling their crypto taxes.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes

(1:35) – (First Question) Token Tax Background

(3:39) – How hard it was to do Crypto Taxes in past years

(6:28) – Main reasons people come to Token Tax

(7:56) – Token Tax, does it reduce Audits

(12:27) – Minimization, a new option to calculate tax burden

(18:12) – Is a complex Tax Code good for business

(24:10) – Insights about Tax Loss Harvesting going into New Year

(28:52) – What’s behind integrating New DeFi Platforms

(30:30) – Tax implications of staking ETH 2.0 (*)

(33:27) – Inside Token Tax and Active Aggregators

(36:00) – Rebasing coins (*)

(37:57) – How are rug pulls accounted for (*)

(39:58) – Implications on moving from BTC to WBTC (*)

(41:09) – Biggest Mistakes that the average Crypto Investor makes with their Taxes (*)

(*) questions posed by our Delphi Twitter members

Resources:

Guest’s Twitter: https://twitter.com/TokenTax
Guest’s Website: https://tokentax.co/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Helium’s Frank Mong: Scaling to 1M Nodes, Capping HNT Supply and 5G/WiFi Plans

Fri, 20 Nov 2020 09:21:53 -0500

Chain Reaction Host Tom Shaughnessy hosts Frank Mong, the COO of Helium. The two discuss Helium’s plans to grow nodes from ~12K much higher and globally, HIP20 which will hard cap supply while allowing the network to run and future plans of WiFi and 5G. We previously covered Helium in a post in December 2019.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Thank you to our sponsor Delta Exchange! Delta Exchange is one of the leading crypto derivatives exchange; offering Futures, Perps, Interest Rate Swaps, Calendar Spreads and Options on Bitcoin and over 40 Altcoins. Start trading within 30 seconds: www.delta.exchange

Show Notes

(1:38) – (First Question) What is Helium Network

(2:50) – Helium’s Incentive Structure

(6:40) – Insights about Helium’s community

(13:39) – HNT and crypto

(21:10) – How do you think people will interact with Helium

(24:28) – Helium now has 12000 nodes

(28:20) – If you want to drive demand you need to have the network available

(29:40) – Global wireless networks

(30:52) – Status of HIP 20

(35:35) – Insights about Helium’s Usage

(39:25) – Incentivizing the community

(42:17) – Helium biggest Risks

(46:42) – Helium, a network that could provide 5G network coverage around the world

Resources:

Guest’s Twitter: https://twitter.com/fmong
Guest’s Website: https://twitter.com/Helium
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

3LAU and Cooper Turley: Audius Is Reinventing Music Streaming

Wed, 18 Nov 2020 11:24:32 -0500

Tom Shaughnessy hosts 3LAU and Cooper Turley who came on the pod to discuss Audius 🎶

We discussed how Audius is completely reinventing music streaming - granting content creators and the majority of revenue and control over the platform and distribution.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first!

Show Notes

(1:47) – Audius, a music streaming protocol built on Ethereum

(5:30) – Key differences between Audius and the traditional Music industry

(7:51) – Largest issues in Traditional Music

(12:30) – How decentralized is Audius / Governance module

(15:45) – Insights about artists opting out of Spotify and Youtube

(17:53) – Audius now has A million users

(19:28) – Audius process for artists and users

(23:10) – Insights about how Spotify will compete in streaming market

(25:48) – Audius NFTs

(29:35) – What Audius do differently for fans

(31:12) – What does Audius need to attract Spotify’s users

(31:50) – New ways to access the audience

(34:18) – What’s the plan for distributing the large percent of tokens held by the insiders (*)

(35:38) – How do you stop people from sharing music that doesn’t belong to them (*)

(*) questions posed by our Delphi Institutional Chat members

Resources:

3LAU’s Twitter: https://twitter.com/3LAU
Cooper’s Twitter: https://twitter.com/Cooopahtroopa
Audius Website: https://audius.co/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Red from Harvest Finance: Scaling A Community To Match $1B In TVL At Its Height

Tue, 17 Nov 2020 09:12:08 -0500

Chain Reaction Host Tom Shaughnessy hosts Red, a community manager at Harvest Finance.

Harvest automatically farms the highest yields in DeFi. We chatted reaching $1B in TVL at its height, scaling a community over time, competition between aggregators, the recent hack and more! 🧑‍🌾

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first!

Show Notes

(1:31) – (First Question) Red or Redemption

(2:05) – Harvest Finance, an automated Yield Farming platform

(5:00) – Harvest’s Backend Walkthrough

(6:22) – A road from 0 to 500 million in deposits

(12:21) – What makes Harvest so appealing / Harvest’s Target

(16:01) – Insights about technical debt with crypto projects

(20:18) – Incentivize people to create vs automatic Yield Farming passive investors

(36:30) – What projects would Red like to have in Harvest

(26:00) – What Farmholders are receiving / Farm Token

(31:35) – What is Grain Token / What the model is for (*)

(36:30) – Insights about Hacking risks

(40:50) – Does Red know who the Hacker is (*)

(*) questions posed by our Delphi Institutional Chat members

Resources:

Guests Twitter: https://twitter.com/smokatokey
Harvest’s Website: https://twitter.com/harvest_finance
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Delphi 15: LiquidStake Launches To Bootstrap ETH 2.0 Staking

Mon, 16 Nov 2020 17:23:03 -0500

Chain Reaction Host Tom Shaughnessy hosts Andrew Keys and James Slazas, the founders of DARMA Capital and LiquidStake for a timely 15-minute interview on LiquidStake's release which helps bootstrap ETH 2.0 staking by removing a key staking hurdle - allowing users to receive a loan against the ETH they lockup in the staking contract.

Check out LiquidStake: https://liquidstake.com/

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first!

Resources:

LiquidStake's Website: https://liquidstake.com/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Crucible: Blueprints for the Open Metaverse — Metaverse Musings Ep 10

Fri, 13 Nov 2020 11:24:59 -0500

Host Piers Kicks sits down for Episode 10 of Metaverse Musings with Ryan Gill & Toby Tremayne, the Co-Founders of Crucible. Both Ryan and Toby are two of the highest conviction operators working towards the Metaverse. Their strong sense of purpose and appreciation for the philosophical aspects of the world of tomorrow inform their unique mindset and approach. The business focuses on building infrastructure across the “in between” spaces for Web 3.0 technology, as well as tailoring the existing stack to gaming and virtual worlds. Keep an eye on their upcoming event with VentureBeat and Facebook on January 27th 2021.

Resources:

Guest’s Twitter: https://twitter.com/RyanCrucible
Guest’s Twitter: https://twitter.com/magicindustries
Guest’s Website: http://crucible.network/
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Jamie Burke: Accelerating the Emergence of the Metaverse — Metaverse Musings Episode 09

Fri, 06 Nov 2020 12:49:22 -0500

Host Piers Kicks sits down for Episode 09 of Metaverse Musings with Jamie Burke, the Founder & CEO of Outlier Ventures. Jamie shares deep insights gleaned from his experience with the rise of Web 2.0, and how they relate to its successor and the growing digital asset space more broadly. Having started his blockchain investment firm in 2013, Jamie has seen all sorts come and go and it was fascinating to learn how his theses on topics such as DeFi, NFTs, and more have evolved. We discuss how user-centric elements of this new digital landscape such as portability of data, identity, and virtual assets will drive stratospheric growth in the coming years.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Resources:

Guest’s Twitter: https://twitter.com/jamie247
Guest’s Website: https://outlierventures.io/
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Patrick Manfra: The Alternative, Crypto Powered Yield Account

Tue, 03 Nov 2020 09:59:31 -0500

Chain Reaction Host Tom Shaughnessy hosts Patrick Manfra, the co-founder of Outlet Finance. The two dive into Outlet Finance which is creating a brand new yield account linking the traditional world and crypto for users.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Show Notes

(1:10) – (First Question) Patrick’s Manfra Background

(1:53) – Walkthrough Outlet Finance

(2:36) – Outlet Finance vs. BlockFi

(3:24) – Outlet Finance, mostly non crypto users

(4:04) – Outlet Finance’s Background / New Features

(8:49) – Head to Head with the banking sector

(12:35) – Insights about Outlet Finance strategy

(14:33) – Worldwide or USA

(17:21) – Insights about the savings market

(20:48) – Is there space for DeFi in Outlet Finance

(23:46) – What happens first

(25:03) – Biggest risks that Outlet Finance may face

(28:55) – Outlet Finance website /contacts

Resources:

Guest’s Twitter: https://twitter.com/PatrickManfra
Guest’s Website:https://outlet.finance/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Colin Evran: Filecoin Ushers In A New Generation of Cloud Storage

Mon, 02 Nov 2020 09:08:48 -0500

Chain Reaction Host Tom Shaughnessy hosts Colin Evran of Filecoin and Protocol Labs. The two discuss Filecoin's launch, why the project is a storage layer that transcends borders to persist for generations, and why Filecoin is way more than just storage!

Filecoin raised $200M+ in an ICO and is one of the space’s most anticipated projects.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Show Notes

(1:02) – Finally! Filecoin launched

(1:40) – How long have Colin Evran been working on Filecoin

(3:10) – 5 Web’s problems

(5:08) – What is Filecoin / Filecoin’s benefits

(7:56) – Filecoin, there has to be an alternative in the future

(11:20) – Filecoin, an amazing ecosystem

(12:23) – How does Filecoin incentivize people to be miners

(14:49) – Filecoin, an ecosystem of differents use cases

(17:22) – Filecoin Token’s role within the network

(21:15) – Proof of Replication / Proof of Space Time

(22:58) – Filecoin Magical Feature

(25:40) – What does Colin Evran like to see built in the future

(29:52) – Filecoin’s competition

(33:26) – How does Filecoin handle governance

(34:38) – What’s on the roadmap for Filecoin

(37:40) – A Thank you to Filecoin’s community

(38:17) – A balance between meeting demand and massive capacity

Resources:

Guest’s Twitter: https://twitter.com/colinevran
Guest’s Website: https://filecoin.io/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Robbie Ferguson: Building the Next Generation of NFT Infrastructure — Metaverse Musings Episode 08

Thu, 29 Oct 2020 16:07:18 -0400

Host Piers Kicks sits down for Episode 08 of Metaverse Musings with Robbie Ferguson, who is a Co-Founder of Immutable—the company behind Gods Unchained and the upcoming Immutable X exchange. Robbie has some fascinating ideas about what the future of media and ownership will look like. We cover plenty of ground such as the new design space being unlocked in video games, financial markets for virtual goods, the current lack of robust commercial incentives for metaverse interoperability, and why the value of virtual assets will eventually dwarf physical ones. Robbie even shares the lessons learned from the painful memory of dying in the Runescape wilderness with all of his brother’s gear… all too familiar.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Resources:

Guest’s Twitter: https://twitter.com/Immutable
Guest’s Website: https://www.immutable.com/
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/

Mona El Isa: From Chasing Waves To Enabling Active Fund Management on Ethereum

Wed, 28 Oct 2020 11:11:59 -0400

Chain Reaction Host Tom Shaughnessy hosts Mona El Isa, the Co-Founder of Avant Garde Finance and Lead Developer for Melon. We dive into enabling active management on Ethereum, the future of Melon (MIP7, Tokenecon, Integrations and more).

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first!

Show Notes

(1:36) – (First Question) How Mona El Isa started in Crypto

(5:47) – Melon’s backstory

(9:44) – Melon, a protocol that allows to set up a fund for $50

(11:58) – Mona El Isa’s first assumption in DeFi

(14:27) – Why not a Major Crypto fund

(17:00) – From start to finish, How to deploy a fund with Melon / v1.0 & v2.0

(22:35) – v1.0 & v2.0, on a scale from 1 to 10

(25:23) – Melon, aiming to do as a management infrastructure

(28:51) – Will Melon expand to the Institutional world

(30:26) – Melon’s role as a Token within the protocol / MIP #7

Resources:

Guest’s Twitter: https://twitter.com/Mona_El_Isa
Melon’s Website:https://melonprotocol.com/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Tyler Ward: How BarnBridge is Tokenizing Risk and Attracting $200M In TVL In 48 Hours

Tue, 27 Oct 2020 13:07:36 -0400

Chain Reaction Host Tom Shaughnnessy hosts Tyler Ward, the Co-Founder of BarnBridge. The two discuss Attracting $200M in yield farming deposits in 48 hours and tokenizing risk via smart alpha (fractional ownership with different risk/rewards) and smart yield (interest rate vol mitigation).

Show Notes

(1:09) – Quite a Week for BarnBridge!

(3:47) – Tyler Ward Background

(6:32) – Conceptualizing BarnBridge

(14:06) – Having a Dream Team

(15:04) – What’s BarnBridge / BarnBridge products

(27:21) – Retail Crowd or Institutional Crowd

(32:12) – Smart Yield product

(38:19) – What’s the formula behind the Tranches

(41:12) – How BarnBridge makes a valuable protocol

(48:08) – What is next on the road for BarnBridge

Resources:

Guest’s Twitter: https://twitter.com/LordTylerWard
BarnBridge’s Twitter: https://twitter.com/barn_bridge
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Steve Lee: From Traditional Finance Into Crypto, NFTs, and Beyond — Metaverse Musings 07

Thu, 22 Oct 2020 18:27:48 -0400

Host Piers Kicks sits down for Episode 07 of Metaverse Musings with Steve Lee, who is the Head of Asia and an Investment Director at BlockTower—one of the older funds on the block. With roots in traditional finance after a long international investment banking career, Steve now bridges the East/West corridor for BlockTower across a variety of areas. Most recently, the firm has announced plans to triple down on their NFT investment thesis and expects to allocate significantly more capital to the theme in the near future.

Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first.

Resources:

Guest’s Twitter: https://twitter.com/xxstevelee
Piers' Twitter: https://twitter.com/pierskicks
BlockTower’s Website: https://www.blocktower.com/
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.

Diane Dai: DODO The Proactive Market Maker 🐣

Wed, 21 Oct 2020 10:21:12 -0400

Chain Reaction Host Tom Shaughnessy hosts Diane, the co-founder of DODO. They discuss DODO, the proactive market maker that's competing with Uniswap and others AMMs. DODO has $100M in its pools, but Diane explains why it's much more efficient vs peers.

Show Notes

(1:31) – (First Question) How Diane Dai started in Crypto

(3:25) – Dodo’s Elevator Pitch

(4:01) – Insights about Dodo’s Competitors

(4:57) – Dodo’s Status

(5:55) – Today’s Dodo Assets

(7:21) – Proactive Market Makers vs. Automated Market Makers

(9:26) – How Dodo provides contract-fillable liquidity

(14:09) – Handling Impermanent Loss

(16:37) – Dodo, a PMM algorithm beating Uniswap

(19:25) – The importance of Single Risk Exposure for Dodo

(21:08) – Dodo, a cute cause for the community

(22:57) – Dodo Token function

(25:17) – Thinking through competing for the community

(27:45) – The future of Dodo

(29:52) – The 3 keys focus of Dodo

Resources:

Guest’s Twitter: https://twitter.com/Diane_0320
Dodo’s Website: https://app.dodoex.io/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Eric Chen: Injective, The Decentralized Derivatives Exchange Protocol

Mon, 19 Oct 2020 10:13:06 -0400

Chain Reaction Host Tom Shaughnessy hosts Eric Chen, the co-founder of Injective Protocol. The two discuss Eric's journey creating a fully decentralized derivatives exchange, competition, scaling and much more.

Show Notes

(1:57) – (First Question) How Eric Chen got involved with Crypto

(7:16) – The need of Derivatives products/What does Injective Protocol offer

(10:26) – Contracts for Differences (CFD)

(11:36) – Institutional or Retail focus

(13:37) – What is Injective Protocol competing for

(16:40) – Injective Protocol status

(17:20) – The evolution of Injective Protocol products

(20:45) – Exploring the Injective Protocol architecture

(21:29) – Achieving Scalability

(21:55) – The use of Injective Protocol token

(24:02) – Insights about the process for token holders

(25:18) – The battle between CEFIs and DEFIs for derivatives

(28:03) – Why haven't we had an Injective before

(29:56) – What does decentralized derivative exchange have that Injective wants

(31:33) – Insights about starting Injective as anonymous founders

Resources:

Guest’s Twitter: https://twitter.com/ericinjective
Guest’s Website: https://injectiveprotocol.com/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Tor Bair: Secret Contracts Go Way Beyond Privacy Coins

Mon, 12 Oct 2020 13:14:15 -0400

Chain Reaction Host Tom Shaughnessy hosts Tor Bair, the Founder of Secret Foundation. The two discuss building private applications using secret contracts at scale, why this goes well beyond privacy coins and privacy as a human right.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Show Notes

(2:00) – (First Question) – What is Secret Network

(3:22) – Transactional Privacy vs. Programmable Privacy/Private Smart Contracts

(6:39) – Understanding Programmable Privacy

(8:31) – Why have not DEFI applications taken advantage of privacy coins

(12:26) – The importance of privacy in Traditional Companies and DEFIs

(14:36) – Features of a business model for private social applications

(18:28) – Privacy, a human right that should be by default

(22:05) – Will Ethereum become a Secret Network competitor

(25:05) – There is no perfect privacy

(27:50) – What have Tor Blair done differently in Secret Network

(33:52) – Insights about projects running with anonymous founders

(36:37) – Primary functions of Secret coin

(39:14) – Secret Network is not a secret anymore

Resources:

Guest’s Twitter: https://twitter.com/TorBair
Secret’s Website: https://scrt.network/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

SBF: Arbitrage, A Quant Fund, And Serum’s Ascent

Wed, 07 Oct 2020 12:50:11 -0400

Chain Reaction Host Tom Shaughnessy hosts SBF, the CEO of FTX and Alameda Research. The two cover SBF's journey in creating Alameda Research, engaging in arbitrage, and why @ProjectSerum on @solana goes way beyond being a DEX 🚀

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Show Notes

(2:58) – (First Question) - When did SBF get involved in Crypto

(3:36) – Alameda, a non-traditional internal Quant Fund

(6:40) – Where does Alameda’s alpha come from

(11:26) – Moving fast in a limited information environment

(17:48) – The future of launches with figureheads

(21:56) – Future of Alameda

(24:13) – The thinking behind Serum

(30:17) – Serum and Scaling

(32:40) – Creating killer apps without a community

(35:07) – Goal for Serum/Serum core purposes

(39:44) – Serum much more than a DEX.

(42:34) – Composability, one of the most important things in DEFI

(43:59) – Ethereum vs Serum

(45:06) – Serum launchment on a short period of time

(47:20) – Making Money or Building

(49:00) – SBF biggest competitor

Resources:

Guest’s Twitter: https://twitter.com/SBF_Alameda
Serum’s Website: https://projectserum.com/
FTX’s Website: https://ftx.com/en
Alameda’s Website: https://www.alameda-research.com/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Richard Kim: Running the World’s Largest Gaming & Interactive Media Fund - Metaverse Musings Ep 06

Mon, 05 Oct 2020 16:41:15 -0400

Host Piers Kicks sits down for Episode 06 of Metaverse Musings with Richard Kim, who is a general partner at Galaxy Interactive alongside Sam Englebardt. Across their sector focus, the fund has been the most active in the world over the last 12 months. Richard shared deep insights that are clearly the product of his unique positioning across the gaming landscape. It’s refreshing to see such strong conviction in the role that digital assets play in the metaverse from a large player with roots in both the traditional finance and video game industries.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

–

Resources:

Galaxy Interactive: https://galaxyinteractive.io/
Richard’s Twitter: https://twitter.com/galaxyRTK
Piers’ Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter:

Matthew Ball’s essay on MILEs: https://www.matthewball.vc/all/cloudmiles
SignalFire Creator Economy Map: https://www.signalfire.com/blog/creator-economy/

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi’s Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Charlie Silver: A Serial Entrepreneur’s Goal To Give Users Control Over Their Data

Thu, 01 Oct 2020 09:54:49 -0400

Chain Reaction Host Tom Shaughnessy hosts Charlie Silver, CEO of Permission.io. The two discuss Charlie's career as an entrepreneur (Large sale of RealAge to Hearst, Oil Franchise to Jiffy Lube) and now Permission to give users control over their data.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Guest’s Website: https://permission.io/
Guest’s Twitter: https://twitter.com/PermissionCEO
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Andre Cronje: From A Mystical Launch to The Yearn Empire

Mon, 28 Sep 2020 11:38:36 -0400

Chain Reaction Host Tom Shaughnessy hosts Andre Cronje of Yearn Finance. The two discuss the mystical birth of Yearn Finance, Andre’s views on a myriad of interesting topics (fair launches, governance, decentralization, token economics) and much more.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Andre’s Twitter: https://twitter.com/AndreCronjeTech
Yearn’s Website: https://yearn.finance/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Thorchain’s Cross-Chain Liquidity Pools Will Revolutionize Value Transfer

Wed, 23 Sep 2020 10:17:27 -0400

Chain Reaction Hosts Tom Shaughnessy and Yan Liberman are joined by Chad Barraford of Thorchain. The three discuss the genesis of Thorchain, why cross-chain liquidity pools will revolutionize value transfer, and why RUNE's token econ makes sense long term vs quick yield farming plays.

Delphi’s RUNE Report: https://www.delphidigital.io/reports/thorchain/

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Guest’s Twitter: https://twitter.com/CBarraford
Thorchain’s Website: https://thorchain.org/
Network status: https://defi.delphidigital.io/thorchain/chaosnet/network
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Marguerite deCourcelle: Building Towards A Neon Future - Metaverse Musings Ep 05

Tue, 22 Sep 2020 06:49:51 -0400

Host Piers Kicks sits down for Episode 05 of Metaverse Musings with Marguerite deCourcelle, more commonly referred to as Coin Artist, who is the Founder and CEO of Blockade Games. She is widely respected as the inventor of crypto puzzles, and continues to help architect detailed trails to this day. Most recently, she launched her own social token called $COIN that will play an exciting role in her upcoming cyberpunk RPG - Neon District.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

–

Resources:

Blockade Games:https://blockade.games/
Neon District: https://neondistrict.io/

Twitter:

Marguerite’s Twitter: https://twitter.com/coin_artist
Piers’ Twitter: https://twitter.com/pierskicks

Support the show:

Delphi Podcast video interviews can be viewed here: https://youtu.be/xa7SIcET_FI
Access Delphi’s Research here: https://www.delphidigital.io/

When Macro & Crypto Collide

Mon, 21 Sep 2020 14:16:20 -0400

Macro Matters host Kevin Kelly sits down with Dan Morehead, CEO & Co-CIO of Pantera Capital. Dan brings a wealth of experience in both traditional markets and crypto, having previously served as the Head of Macro Trading and CFO for Tiger Management before founding Pantera Capital back in 2003.

In this conversation, Dan and Kevin discuss the early days of Pantera’s first Bitcoin fund, the growing trend towards decentralized finance, the sectors and projects him and his team are focusing on right now, and why it’s never been a more exciting time to be in the crypto space. Dan sits at the intersection of macro and crypto so we hope you enjoy this conversation!

We highly recommend reading Pantera’s latest monthly blockchain letters to get a better understanding of their outlook and themes. Paul Veradittakit, a partner at Pantera, also writes an insightful weekly newsletter we recommend checking out as well (links below). Pantera Blockchain Letter, July 2020

Paul Veradittakit’s weekly newsletter

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Dan’s Twitter: https://twitter.com/dan_pantera
Pantera’s Website: https://www.panteracapital.com/
Kevin's Twitter: https://twitter.com/Kevin_Kelly_II
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

0xMaki: SushiSwap Vampire Attacks Uniswap (Live Replay)

Thu, 17 Sep 2020 12:07:13 -0400

Chain Reaction Host Tom Shaughnessy is joined by 0xMaki of SushiSwap. The two discuss how SushiSwap vampire attacked UniswapProtocol, SushiSwap's roadmap, plans, and much more. This is a repost of our live podcast.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

0xMaki’s Twitter: https://twitter.com/0xMaki
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Rise of DeFi: Powering the Next Crypto Boom, featuring MakerDAO, Compound Labs, Synthetix, Aave, Delphi Digital

Mon, 14 Sep 2020 11:34:45 -0400

Chain Reaction Host Tom Shaughnessy moderates a panel during the Binance Summit, featuring Rune from MakerDAO, Robert from Compound Labs, Stani from Aave, and Kain from Synthetix. This power group led to a compelling discussion on the rise of DeFi.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Rune's Twitter: https://twitter.com/RuneKek
Robert's Twitter: https://twitter.com/rleshner
Kain's Twitter: https://twitter.com/kaiynne
Stani Twitter: https://twitter.com/StaniKulechov
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Mason Borda: Tokensoft Launches Two SEC-registered Security Tokens on Ethereum In 30 Days

Fri, 11 Sep 2020 11:23:39 -0400

Chain Reaction Host Tom Shaughnessy sits down with Mason Borda, the Co-Founder and CEO of Tokensoft. In the past 30 days, Tokensoft launched two (Arcoin and INX Ltd) of the first SEC-registered, publicly-traded security tokens on the public Ethereum blockchain.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Tokensoft website: https://www.tokensoft.io/
Mason's Twitter: https://twitter.com/masonic_tweets
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Dan and Rob: The Derivatives HXROs

Wed, 02 Sep 2020 15:48:16 -0400

Chain Reaction Host Tom Shaughnessy sits down with Dan Gunsberg and Rob Levy, the founders of HXRO. The three discuss HXRO's gamified derivatives platform, user growth, and leveraging decades of finance experience to create the platform.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

HXRO: https://hxro.io/
Dan's Twitter: https://twitter.com/hxrobtc
Rob's Twitter: https://twitter.com/robbylevy
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Cooper Turley: Oh My - A Yield Farming Crash Course

Fri, 28 Aug 2020 10:43:03 -0400

Chain Reaction Host Tom Shaughnessy sits down with Cooper Turley, editor at Defirate and one of the closest people to the fast moving world of yield farming. In one hour Cooper covers everything - what is yield farming, how the craze is attracting massive amounts of capital and attention, specific projects and where he thinks this is all headed. Oh my, what an episode.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Cooper's Twitter: https://twitter.com/Cooopahtroopa
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Andrew Steinwold: The Trillion Dollar NFT Opportunity - Metaverse Musings Ep 04

Wed, 26 Aug 2020 09:04:20 -0400

Host Piers Kicks sits down with Andrew Steinwold the Founder of Zima Red for Episode 04 of Metaverse Musings. His newsletter and podcast have shed light on a number of exciting projects emerging around NFTs, blockchain-based games, and the gradually emerging decentralized Metaverse. In this episode, Andrew makes his first podcast appearance outside of his own to share his story and perspective on the market.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Links:

Zima Red newsletter: https://andrewsteinwold.substack.com/
Zima Red podcast: https://anchor.fm/andrew-steinwold

Twitter:

Andrew's Twitter: https://twitter.com/AndrewSteinwold
Piers’ Twitter: https://twitter.com/pierskicks

Support the show:

Delphi Podcast video interviews can be viewed here: https://youtu.be/xa7SIcET_FI
Access Delphi's Research here: https://www.delphidigital.io/

Anton Bukov: From a $1B Volume DEX To Launching An Automated Market Maker

Thu, 20 Aug 2020 12:31:33 -0400

Chain Reaction Host Tom Shaughnessy sits down with Anton Bukov, the co-founder of 1InchExchange. This is the go-to episode on 1inch as a DEX aggregator, scaling to handle over $1B in volume in a short period of time and the launch and benefits of Mooniswap - a next generation AMM protocol.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Anton's Twitter: https://twitter.com/k06a
1InchExchange: https://1inch.exchange/#/ETH/YFI
Mooniswap: https://mooniswap.exchange/#/swap
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy personally owns tokens in ETH, BTC, RUNE, NXM, BTC, SOL, SNX, STX, MLN, DXD AND HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Anonymous: Running a Large Venezuelan Virtual Labour Arbitrage Operation - Metaverse Musings Ep 03

Wed, 19 Aug 2020 13:30:27 -0400

Host Piers Kicks sits down with DuckM the Co-Founder of FancyHire for Episode 03 of Metaverse Musings. His operation is one of the most fascinating early examples of how the internet can unlock extreme economic niches, and the types of behaviours we can expect to develop with the emergence of the Metaverse. In this episode, DuckM walks us through the exciting bitcoin-enabled multi-million dollar businesses that are forming around large video game economies. Join us to learn more about what it takes to build a robust international operation whose business model is the export of cheap virtual labour from struggling economies.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Links:

FancyHire's webpage: https://fancyhire.co/https://youtu.be/-dHasR2cs9w

Twitter:

FancyHire's (new!) Twitter: https://twitter.com/FancyHireOSRS
Piers’ Twitter: https://twitter.com/pierskicks

Support the show:

Delphi Podcast video interviews can be viewed here: https://youtu.be/xa7SIcET_FI
Access Delphi's Research here: https://www.delphidigital.io/

Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, SOL, DXD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Kurt Watkins: A 360° Crypto Legal Update

Mon, 17 Aug 2020 09:37:53 -0400

Chain Reaction Host Tom Shaughnessy sits down with Kurt Watkins, the founder of Watkins Legal. The two have a broad legal conversation on token generation events, DAOs (open law, Aragon and others), DeFi, privacy, GDPR, CEXS vs DEXs and more.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Resources:

Watkins Legal: https://watkins.legal/team
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy personally owns tokens in ETH, BTC, RUNE, NXM, BTC, SOL, SNX, STX, MLN AND HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Erik Voorhees: Goodbye Tribes, It’s Digital Assets Vs The World

Tue, 11 Aug 2020 14:33:48 -0400

Host Tom Shaughnessy sits down with Erik Voorhees, a bitcoin OG and the CEO of Shapeshift. The two discuss Shapeshift's exchange, how its not Bitcoin vs Ethereum but Digital Assets vs the world, and what a crypto future looks like in terms of rebuilding the world in the face of a coming potential major currency debasements.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

This episode was released first for Delphi Digital subscribers! https://www.delphidigital.io/

Resources:

Erik's Twitter: https://twitter.com/ErikVoorhees
Shapeshift's Website: https://shapeshift.com/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in BTC, RUNE, NXM, BTC, SNX, STX, MLN AND HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

ParaFi’s Ben and Santiago: DeFi Is A Complete Redesign Of The Financial System

Fri, 07 Aug 2020 10:35:30 -0400

Host Tom Shaughnessy sits down Ben Forman, Managing Partner of ParaFi Capital and Santiago, a Partner at ParaFi capital. The three discuss ParaFi's thesis on DeFi and they get into the weeds on several interesting topics.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

This episode was released first for Delphi Digital subscribers! https://www.delphidigital.io/

Resources:

ParaFi's Twitter: https://twitter.com/paraficapital
ParaFi's Website: https://www.parafi.capital/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/
Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in BTC, RUNE, NXM, YFI, BTC, BNB, SNX, STX, MLN AND HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

U.S. Dominance in the ”New Normal”

Wed, 05 Aug 2020 10:01:13 -0400

Sri Thiruvadanthai, the director of research for The Jerome Levy Forecasting Center, and Kevin Kelly discuss today’s extraordinary policy regime, the growth profile of the US vs. the rest of the world, why the US dollar could be poised for further strength, the struggles and headwinds facing the European economy, and how the post-COVID world is likely to look.

CZ: Binance’s Early Days To Handling Trillions in Volume

Mon, 03 Aug 2020 09:39:32 -0400

Host Tom Shaughnessy sits down with CZ, Founder and CEO at Binance Exchange.

The two discuss:

The early days of Binance, and how CZ overcame specific barriers and struggles.
What scares CZ most about the space and his biggest mistakes that he had to overcome.
Competing against centralized exchanges and decentralized versions (AMMs, DEXs, etc).
Managing a decentralized team of 1,500 (up from 500) and plans to decentralize even further over time.
Scaling Binance to be able to handle trillions in annual trade volume with goals of handling $100T in annual volumes.
Much more!

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

This episode was released first for Delphi Digital subscribers! https://www.delphidigital.io/

Twitter:

CZ's Twitter: https://twitter.com/cz_binance
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in BTC, RUNE, NXM, YFI, BTC, BNB, SNX, CKB, STX, MLN AND HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Anthony Pompliano: Bitcoin Will Underpin The Global Financial Future

Thu, 30 Jul 2020 09:28:38 -0400

Host Tom Shaughnessy sits Anthony Pompliano, Co-Founder and Partner at Morgan Creek Digital Assets.

The two discuss Pomp's creation of one of the largest crypto newsletters, his leading podcast, Morgan Creek Digital investing 9 figures in the crypto space, Bitcoin, the decentralization spectrum and much more.

Looking to trade Crypto Futures and Options? Check out Delta Exchange; where you can trade Futures on Bitcoin and leading Altcoins with up to 100x leverage. Delta also offers Options on Bitcoin and Altcoins; Spread Contracts and Interest Rate Swaps.
Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Twitter:

Pomp's Twitter: https://twitter.com/APompliano
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Macro Matters: Laurence Kotlikoff - America is Broke

Mon, 27 Jul 2020 16:24:32 -0400

Host Jose Maria Macedo sits down with economist Laurence Kotlikoff, professor of economics at Boston University, president of Economic Security Planning, New York Times best-selling author and 2x presidential candidate. We discuss the US's fiscal state, $200T in off balance sheet liabilities, MMT as well as Laurence's solutions to the problems facing the US. We also spend some time discussing digital assets and the role they may play in this.

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Links mentioned:

Laurence's website: https://kotlikoff.net/:
The Inform Act
"The Big Con"

Twitter:

Laurence's Twitter: https://twitter.com/Kotlikoff
Jose's Twitter: https://twitter.com/ZeMariaMacedo

Support the show:

Delphi Podcast video interviews can be viewed here: https://youtu.be/xa7SIcET_FI
Access Delphi's Research here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Ryan Gill: A Crucible Moment Pt 1 - Metaverse Musings Ep 02

Fri, 24 Jul 2020 11:03:42 -0400

Host Piers Kicks sits down with Ryan Gill the Founder and CEO of Crucible for Episode 02 of Metaverse Musings. Both Ryan and his Co-Founder Toby Tremayne have been hard at work laying the foundations for an exciting chapter in the evolution metaverse. Keep an eye on Crucible as more information comes online in the coming weeks as the company officially moves out of stealth. We talk through Ryan's White Mirror philosophy, their blueprints for the open metaverse, and the worlds of tomorrow. Stay tuned for Part 2 which will feature Toby for a more granular technical exploration of the themes covered. https://crucible.network/

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

Links mentioned:

Our "Forging the Open Metaverse" panel: https://youtu.be/-dHasR2cs9w
Ryan's upcoming virtual worlds webinar: https://www.evernym.com/webinar-virtual-worlds/

Twitter:

Ryan's Twitter: https://twitter.com/siixgill
Piers’ Twitter: https://twitter.com/pierskicks

Support the show:

Delphi Podcast video interviews can be viewed here: https://youtu.be/xa7SIcET_FI
Access Delphi's Research here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Viktor Bunin: Bison Trails - Powering Blockchain Infrastructure Globally

Mon, 20 Jul 2020 10:27:27 -0400

Host Tom Shaughnessy sits down Viktor Bunin, a protocol specialist at Bison Trails. The two discuss Viktor's journey in crypto, how Biston Trails is powering the leading crypto projects through providing easy to use node infrastucture globally and so much more. Bison

Twitter:

Viktor's Twitter: https://twitter.com/ViktorBunin
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

John Egan: On the Road to a Digital Species - Metaverse Musings Ep 01

Thu, 16 Jul 2020 10:52:49 -0400

In the inaugural episode of Metaverse Musings, host Piers Kicks sits down with John Egan the CEO of BNP Paribas’ L’Atelier. John and his team focus on foresight in order to identify future market opportunities and challenges in digital and virtual domains through research, analysis, and exploratory fiction. The most compelling area they have identified is the virtual economy, on which they produced an unusually thorough landmark research report which is linked below. Together, they explore the primary drivers behind our accelerated transition into a digital species as well as the novel financial opportunities unlocked along the way.

The Virtual Economy report: https://atelier.net/virtual-economy/

Twitter:

John's Twitter: https://twitter.com/iamjohnegan
Piers’ Twitter: https://twitter.com/pierskicks

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Delphi Podcast video interviews can be viewed here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Michael Egorov: Inside Curve, The Hyper-growth Stablecoin Exchange

Mon, 13 Jul 2020 10:07:07 -0400

Host Tom Shaughnessy sits down Michael Egorov, the Founder and CEO of Curve. Curve has garnered a ton of attention in the space as a new type of decentralized stablecoin exchange which also features yield farming and more. Michael covers everything in this interview.

Twitter:

Michael's Twitter: https://twitter.com/newmichwill
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Alexander Leishman: The Easiest Way to Buy Bitcoin, Stored In a 2,000 Pound Vault

Thu, 09 Jul 2020 11:54:41 -0400

Host Tom Shaughnessy sits down with Alexander Leishman the founder and CEO of River Financial.

Check out River here: River Financial

Twitter:

Alexander's Twitter: https://twitter.com/Leishman
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Kelvin Koh: Spartan Group’s Relentless Search For Alpha

Thu, 02 Jul 2020 09:54:38 -0400

Host Tom Shaughnessy sits down with Kelvin Koh: Co-founder & Partner, CIO, Spartan Capital. Kelvin has over 20 years of experience in investment and research across multiple asset classes and geographies. Prior to serving as CIO of Spartan Capital, the hedge fund arm of Spartan Group, Kelvin was Managing Partner of Trident Venture Partners, an early stage venture capital firm.

Visit Spartan Group Here: https://www.spartangroup.io/

Twitter:

Kelvin's Twitter: https://twitter.com/SpartanBlack_1
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Hassan Bassiri: Arca’s Portfolio Manager on Navigating Yield Farming and Understanding Risk/Reward

Mon, 29 Jun 2020 13:56:09 -0400

Hosts Tom Shaughnessy sits down with Hassan Bassiri, VP of Portfolio Management at Arca, a crypto hedge fund. The two discuss Hassan's journey as an ex-lawyer, to completing the CFA program to now being Arca's PM. They discuss understanding risk/reward, the risks with yield farming and much more. This is an unmatched episode into the inner workings of an active fund.

Visit ARCA Here: https://www.ar.ca/

Twitter:

Hassan's Twitter: https://twitter.com/HassanBassiri
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Anatoly, Maya and Ryan: Experts Discuss The Parallels Between Crypto and Wireless Networks

Thu, 25 Jun 2020 09:40:33 -0400

Hosts Tom Shaughnessy sits down with Anatoly Yakovenko, Maya Zehavi and Ryan Gentry for a wide reaching discussion on the parallels between the wireless industry and crypto. From how Wireless technologies played out on a geographic basis, to narrative changes and where value accrued, there are clear comparisons between the two industries. I was thrilled to have on a group of wireless experts turned crypto experts!

Twitter:

Anatoly's Twitter: https://twitter.com/aeyakovenko
Maya's Twitter: https://twitter.com/mayazi
Ryan's Twitter: https://twitter.com/RyanTheGentry
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, BNT, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Daniel Segundo: Value Investing In Crypto

Mon, 22 Jun 2020 09:56:03 -0400

Hosts Tom Shaughnessy sits down with Daniel Segundo, a General Partner at Off The Chain. The two discuss value investing in crypto vs the traditional world, Warren Buffett and Charlie Munger the Mount Gox claims and much more!

Visit Off The Chain Here: https://offthechain.capital/

Twitter:

Dan's Twitter: https://twitter.com/danielpsegundo
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

All Roads Lead to Gold & Bitcoin

Wed, 17 Jun 2020 10:22:23 -0400

In this episode, Kevin Kelly sits down with Luke Gromen, founder of Forest for the Trees (FFTT), a macro/thematic research firm, to discuss the growing risks within sovereign bond markets, the end game of major central bank intervention, consequences of fiat currency debasement, and the outlook for various asset classes under such conditions.

Visit FFTT: https://fftt-llc.com/index.php

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!

Twitter:

Luke's Twitter: https://twitter.com/LukeGromen
Kevin's Twitter:https://twitter.com/Kevin_Kelly_II
Chain Reaction Twitter: https://twitter.com/chainpodcast

Kevin's Past Episode With Luke:

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Kevin Kelly holds tokens in BTC, ETH, SNX and RUNE.

Peter Mauric: Polkadot’s Competitive Edge

Mon, 15 Jun 2020 09:42:17 -0400

Hosts Tom Shaughnessy sits down with Peter Mauric the Head of Public Affairs at Parity who is helping to deliver the vision of Polkadot and Kusama. The two discuss Polkadot's viability as a layer-1 blockchain, its potential competitive advantages and much more. This podcast is timely as Polkadot's first iteration just went live. Dive in!

Twitter:

Peter's Twitter: https://twitter.com/PAMauric
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, MLN, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

John McAfee: Why Bitcoin Is Going To Zero

Fri, 12 Jun 2020 10:01:59 -0400

Hosts Tom Shaughnessy sits down with John McAfee, the Founder of McAfee AntiVirus and Privacy Coin GHOST. John details his views on Bitcoin, Monero, GHOST and other cryptos, the state of the world and the government and much more. We thank John for joining us on this episode.

View The Video Version of This Episode: https://tinyurl.com/y96xo3e8

Checkout Ghost Here: https://www.ghostbymcafee.com/

Twitter:

John's Twitter:https://twitter.com/officialmcafee
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Dan Hannum: Slow, Steady, and Silent. A Crypto OG That Stays Under the Radar

Thu, 11 Jun 2020 15:56:33 -0400

Hosts Tom Shaughnessy sits down with Dan Hannum, the COO of ZenLedger and Founder and CIO at Hannum Capital Management. On this episode we discuss Dan's past on Wall Street to Blockchain Capital to eventually starting his own $25M fund over 4 years ago. We discuss life lessons, what Dan looks for in an investment and so much more!

Resources:

Dan's Twitter: https://twitter.com/DHannum8
Hannum Capital Management: https://www.hannumcapitalmanagement.com/
ZenLedger: https://zenledger.io/
Tom's Twitter: https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Thank you to our sponsor AltoIRA for making this happen! Visit Altoira.com/Chainreaction for more information!
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Medio Demarco owns tokens in RUNE, SNX and BTC.

Avoiding Pitfalls & Crisis Investing

Wed, 03 Jun 2020 10:34:49 -0400

Kevin Kelly welcomes Cullen Roche, Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stocks and economic readings, and much more!

Visit Orcam Financial Group: https://t.co/2QrUqP2CBW?amp=1

Twitter:

Cullen's Twitter: https://twitter.com/cullenroche
Kevin's Twitter:https://twitter.com/Kevin_Kelly_II
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Andreas M. Antonopoulos: A Pragmatist’s View on The World & Its Future

Mon, 01 Jun 2020 09:37:31 -0400

Hosts Tom Shaughnessy and Medio Demarco sit down with Andreas M. Antonopoulos, the best-selling author, speaker, educator, and highly sought after expert in Bitcoin and open blockchain technologies. The group discuss the intersection of Bitcoin and geo-politics, social contracts, developer communities, the lightning network, what a dystopian future could look like and so much more.

View the Video Interview Here: https://youtu.be/7ESbJTN0cMw

Twitter:

Andreas' Twitter: https://twitter.com/aantonop
Tom's Twitter: https://twitter.com/Shaughnessy119
Medio's Twitter:https://twitter.com/mediodelphi
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Medio Demarco owns tokens in RUNE, SNX and BTC.

Macro Is Back

Thu, 28 May 2020 10:10:00 -0400

Kevin Kelly sits down with Teddy Vallee, Founder & CIO of Pervalle Global, to get his insights on the latest market rally, disappointing outlook for global equities, why small businesses in the US will be permanently impaired, and why BTC has such significant upside as an alternative for investors.

Visit Pervalle Global's Website: https://pervalleglobal.com/

Twitter:

Teddy's Twitter: https://twitter.com/TeddyVallee
Kevin's Twitter:https://twitter.com/Kevin_Kelly_II
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger

Mon, 25 May 2020 09:51:47 -0400

On this episode, Tom Shaughnessy interviews a long time friend Ian Cassel. We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious microcap investing community, what Ian looks for in an investment and management team and so much more.

Checkout MicroCapClub: https://microcapclub.com/

Twitter:

Ian's Twitter: https://twitter.com/iancassel
Tom Twitter:https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Market Dispersion & Post-Crisis Consequences

Mon, 18 May 2020 10:20:16 -0400

In this episode, Kevin Kelly sits down with Mark Yukso, the CEO & CIO of Morgan Creek Capital Management and Managing Partner of Morgan Creek Digital Assets, to discuss the current state of markets, implications of extreme policy decisions in the wake of COVID-19, and the potential role Bitcoin and crypto will play in its aftermath. Mark shares invaluable insights from his +25yrs in investment management, drawing parallels to prior downturns and tech cycles while sharing his views on where we're headed in the New Normal.

View Video Interview Here: https://www.youtube.com/watch?v=0S_6UntZ1eI

Twitter:

Mark Yusko Twitter: https://twitter.com/MarkYusko

Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II

Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Multicoin’s Ben and Tony: The Trust Spectrum

Wed, 13 May 2020 10:33:01 -0400

In this episode, Tom Shaughnessy talks with Ben Sparango and Tony Sheng of Multicoin capital to discuss their latest report on The Trust Spectrum. We will keep this short, as the episode covers everything - enjoy and share!

Check out the Trust Spectrum Report: https://multicoin.capital/2020/03/24/trust-spectrum/

Twitter:

Ben's Twitter: https://twitter.com/bennybitcoins
Tony's Twitter: https://twitter.com/tonysheng
Tom Twitter:https://twitter.com/Shaughnessy119
Chain Reaction Twitter: https://twitter.com/chainpodcast

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

The Tie’s Joshua Frank: The State of Digital Assets

Mon, 11 May 2020 10:52:59 -0400

In this episode,Kevin Kelly talks with Joshua Frank, CEO of The Tie about their mega 60 page State Of Digital Assets Report. The Tie filters 850M+ tweets per day, tracks unique sentiment, conducted in-depth interviews and analyzed the wisdom of the crowd for this mega report.

Check out the report: https://www.etoro.com/en-us/crypto/quarterly-report/

Resources Mentioned:

Link to the State of Digital Assets Report: https://www.etoro.com/en-us/crypto/quarterly-report/
The Tie Twitter: https://twitter.com/TheTIEIO
Chain Reaction Twitter: https://twitter.com/chainpodcast
Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II

Support The Show

Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi's Research Here: https://www.delphidigital.io/

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Haseeb Qureshi and Kevin Wang: Nervos’ Strategy in China

Wed, 06 May 2020 10:13:24 -0400

Host Tom Shaughnessy talks to Haseeb Qureshi, Managing Partner at Dragonfly Capital ($100M fund) and and Kevin Wang, co-founder of Nervos. On this episode the three discuss the benefits of a localization strategy in China, competition between layer-1 blockchains, what makes Nervos different (specifically token economics and sustainability are covered) and much more. If you enjoy this episode, please share it!

Video Can Be Viewed Here: https://youtu.be/fubeSokngY8

Access Delphi's Research Here: https://www.delphidigital.io/

Resources Mentioned:

Haseeb's Twitter: https://twitter.com/hosseeb
Kevin's Twitter: https://twitter.com/knwang
Nervos: https://twitter.com/NervosNetwork
Chain Reaction YouTube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Tavi Costa and Kevin Kelly: Deficits, Debasements & Disconnects

Sun, 03 May 2020 19:27:08 -0400

In this episode,Kevin Kelly brings back Tavi Costa, of Crescat Capital to discuss his latest market outlook, the drastic disconnect between markets and the underlying economy, the growing risk of fiat currency debasement, consequences of historic monetary & fiscal responses, and why the current backdrop is bullish for scarce assets like gold, precious metals, and bitcoin in the coming years.

Resources Mentioned:

Link to Crescat Capital’s latest Macro Outlook -- https://www.youtube.com/watch?v=qfisLXIoi8M
Link to Tavi’s previous episode – https://letstalkbitcoin.com/blog/post/chain-reaction-tavi-costa-kevin-kelly-macro-madness
Tavi Costa Twitter: https://twitter.com/TaviCosta
Chain Reaction Twitter: https://twitter.com/chainpodcast
Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Brian Klein: Crypto’s Most Esteemed, High Stakes Lawyer

Thu, 30 Apr 2020 11:25:29 -0400

Host Tom Shaughnessy talks to Brian Klein, partner at Baker Marquart, LLP. Brian is one of the most well known lawyers in the space with clients including Erik Voorhees, Block.One, Tezos' Kathleen and Arthur Brietman and others. On this episode we discuss representing major clients in the space, Brian's thoughts on the Telegram case, regulations (SEC) and more.

Resources Mentioned:

Brian's Twitter Account: https://twitter.com/brianeklein
Baker Marquart: https://www.bakermarquart.com/index.php/trial-lawyers/brian-klein
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Arthur Breitman: A Deep Dive With One Of The Industry’s Great Minds

Mon, 27 Apr 2020 10:05:37 -0400

Host Tom Shaughnessy talks to Arthur Breitman, Co-Founder of Tezos. In an all encompassing conversation, they discuss the pros and cons of proof of stake and proof of work networks; innovation vs competition; supply dynamics, thought experiments and more. Then, they have some fun discussing their shared interest in sci-fi through the lens of COVID-19, including whether Arthur believes we will colonize space or Antarctica first.

Resources Mentioned:

Arthur's Blog: https://ex.rs/
Arthur Breitman’s Twitter: https://twitter.com/arthurb
Tezos website: https://tezos.com/
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Jason Williams: Selling FastMed For $500M to Deploying $130M in Crypto

Wed, 22 Apr 2020 11:06:04 -0400

Host Tom Shaughnessy talks to Jason Williams, co-founder of Morgan Creek Digital - a fund in the crypto space. Jason previously grew and sold FastMed, an urgent care provider for $500M and started Full Tilt Capital, a Venture Fund that deployed $18M into 63 deals.

On this episode we discuss

His take on COVID19 given Jason founded a massive urgent care business
Issues with the health ecosystem in the United States and what will change
The government's response to the crisis, including the payroll protection program (PPP).
What the new normal looks like after COVID19
The Bitcoin Halving that is coming up
Jason's investment thesis at Full Tilt Capital, his current thesis at Morgan Creek Digital, and what has changed thus far.
What Jason looks for in founders and why he would pass on an investment.
Convincing traditional entities, especially pension funds to invest in Morgan Creek Digital

Resources Mentioned:

Jason's Twitter: https://twitter.com/JWilliamsFstmed
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic

Music promoted by https://www.free-stock-music.com

Creative Commons Attribution 3.0 Unported License

https://creativecommons.org/licenses/by/3.0/deed.en_US

Sia’s David Vorick: Outcompeting Amazon Web Services, a $35B Revenue Giant

Mon, 20 Apr 2020 13:40:24 -0400

Host Tom Shaughnessy talks to David Vorick, CEO, Co-Founder, and Lead Developer of Sia and Skynet. They discuss the benefits of a decentralized, free Internet, competing with Amazon Web Services, cloud storage pricing, security, privacy, and more.

Key Points:

Open source programming encourages innovation.
Sia gives users back control over their data and privacy.
Just because a certain technology exists, does not mean it should be leveraged.

Episode Highlights:

Sia gives users a cloud experience without requiring users to commit to a cloud provider.
Now they have to make Sia competitive with AWS, because it isn’t enough to just make something decentralized, it has to also be competitive.
David is confident that their technology is superior and that they can reach a point where they have the momentum to overtake Amazon.
Sia held a hackathon where someone figured out how Sia could support livestreaming on its existing code, which developers had previously thought wasn’t easily doable, so something like that wouldn’t have happened in a centralized system.
Sia currently secures its data through encryption.
Traditional web apps store their data for their users on AWS, but in a decentralized model like this, users have complete control.
Users pay for the bandwidth and the data themselves, so they aren’t losing money or revenue to a separate corporation hosting the data like you would on YouTube, for example.
David doesn’t like the current trend of platforms preemptively censoring or filtering content and thinks it leads to limiting good faith conversation on the internet.
Ultimately, users should have control over whether they opt into or out of filtering and censoring content for themselves.
Amazon Web Services charges about $20 per terabyte per month, which is roughly the same as simply buying a new hard drive every month. Sia, by comparison, charges $2 per terabyte per month.
The price of a Sia token is independent from the price of their storage.
Data on the Sia network naturally gravitates towards high-performing nodes.
Sia’s purpose is to be a technology that could be shut down or abandoned by David but still live on and still function.
They’re trying to get to a world where infrastructure is taken care of for content creators, and those users don’t need to rely on advertising and product placement to get paid.
High levels of tracking exist and corporations have access to these tools and this information, and we have no way of knowing whether they are using these dystopian tools responsibly.

Quotes

“We’ve seen with the open source world, when you open things up and allow tinkerers to mess around just because they have an idea, the amount of innovation you get substantially outpaces anything that a single centralized entity or corporation could do.” –David Vorick

“I think that it should be possible to monetize without ads and it should just be automatic. If you create something that adds value to a bunch of people’s lives, you should automatically be paid for doing that without having to i

Framework Ventures’ Vance and Michael: Redefining Active Management

Mon, 13 Apr 2020 11:01:58 -0400

Host Tom Shaughnessy talks to Vance Spencer and Michael Anderson, the GP's of Framework Ventures. On this episode we discuss

Why the fund doesn't invest in Ethereum killers
Their investments in Synthetix, Chainlink, Edgeware and Futureswap
Paths to decentralization with founders and leading teams
Taking involvement as a fund to the next level with investments. Not just offering advice and connections and capital, but resources (developer resources and financial such as liquidity into protocol investments) .

Resources Mentioned:

...
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, STX, SNX, RUNE, CKB, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Casperlabs CEO Mrinal Manohar: How Wall Street Wealth Matures To Blockchain

Wed, 08 Apr 2020 11:16:20 -0400

Host Tom Shaughnessy talks to Mrinal Manohar, the CEO of Casper Labs. I really enjoyed speaking with Mrinal since he brings an extensive amount of professional experience at major firms such as Bain Capital and Sagard Holdings to now leading Casper Labs. Mrinal has a real understanding of how the world works, how major firms with tens of billions make their investment decisions and where blockchain fits into the world. Mrinal covers everything about Casper Labs, the blockchain's roadmap, its relationship with Ethereum's community, how they are attracting developers and so much more.

Mrinal's BIO:

A technology enthusiast from a young age, Mrinal was an early contributor to BitTorrent and other open source projects. He first found Bitcoin in 2012. Mrinal received his Masters in Computer Science from Carnegie Mellon University. He was an associate for Bain & Co., then a private equity associate at Bain Capital. Before leading CasperLabs, Mrinal was a sector head in Technology/Media/Telecom at Sagard Holdings

About Casper Labs:

CasperLabs is a decentralized blockchain and smart contracting platform that scales for real-world usage and simplifies experiences for developers and end-users.

Resources Mentioned:

Casper Labs Website: https://casperlabs.io/company/meet-our-team/
Casper Labs Twitter: https://twitter.com/meetCasperLabs
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, STX, SNX, RUNE, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Dan Held and Paul Sztorc: Debating Bitcoin’s Security

Mon, 06 Apr 2020 09:55:55 -0400

Host Tom Shaughnessy talks to Dan Held, Director of Business Development for Kraken Digital, and Paul Sztorc, an independent Bitcoiner. They debate the Bitcoin security model, with Paul feeling skeptical that fee rates will climb and Dan believing that fees are already growing and could subsidize Bitcoin security solutions.

Dan’s post (Bitcoin’s Security is fine) and Paul’s original post (Security Budget in the Long Run) for context on the episode.

Episode Highlights:

Paul wrote a blog post last year proposing that we should use merged mining to keep security costs low.
Ultimately, Paul is skeptical that fee rates could climb to over $50 per transaction as Dan believes.
Paul notes that the fee rate to the miners is different from the total fees on a transaction.
Dan explains that when you transact across a blockspace, you have to consider the transaction fee and the volatility fee, and a space with a lower transaction fee may have a substantially higher volatility fee that ultimately nullifies your savings.
Dan believes a linear model doesn’t represent the growth in fees, you have to look at a logarithmic model.
Paul believes people generally won’t care about rising fees unless they rise above a certain threshold.
Dan uses other asset classes like wire payments and their associated fees to look at equivalents in blockspace.
There’s a distinction to be made between the cost of a Bitcoin as a commodity and the cost of the blockspace to transact Bitcoin.
The forces of supply and demand work differently on Bitcoin itself versus blockspace.
Paul agrees with Dan that there are a lot of positive feedback loops within Bitcoin cost trends.
Dan and Paul agree that the network effect of an asset is crucial.
They agree that Bitcoin provides a consistent monetary policy that has created its staying power through market volatility that we haven’t seen since 1929.

Key Points:

There’s a significant debate about looking at transaction fees alone versus the full cryptocurrency exchange fee structure.
It’s important to look at volatility as a potential cost when transacting cryptocurrency.
The network effect of an asset is one of its most important components.

Tweetable Quotes

“It’s not the case that new supply automatically lowers the price because it’s negligible when it’s less than $1-2, is my claim… People prefer having $1 or $2 to not having it, I don’t think they significantly care… I agree with you that there are many frictions.” –Paul Sztorc

“If the security budget collapsed that means the value of Bitcoin either collapsed or no one’s transacting. It’s circular logic to say no one cares about Bitcoin, which means the security budget is meaningless bc Bitcoin doesn’t need to be secure bc no one values it.” –Dan Held

Resources Mentioned:

Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaugh

Tavi Costa and Guest Host Kevin Kelly: Macro Madness Series (Repost)

Fri, 03 Apr 2020 10:33:20 -0400

(Originally published February 1, 2020)

On this exclusive Macro Matters Series, guest Host Kevin Kelly talks to Octavio “Tavi” Costa, Global Macro Analyst at Crescat Capital. Tavi discusses Crescat’s top investment themes, the favorable backdrop for precious metals, how the macro environment could impact Bitcoin, and much more.

Key Points

Crestcat is focused on China due to statistics predictive of major currency devaluation moving forward. Alongside Bitcoin, gold and other precious metals are poised to grow in value. Looking at the US job market, including unemployment rates, Tavi and his team believe we are at the peak of the U.S. business cycle.

Quotes

“The entire global financial market is addicted to cheap money and monetary and fiscal intervention. There’s no doubt about that. And what we see here today is that higher and higher units of debt are generating less and less growth.” –Tavi Costa

“The reason I don’t mess with other cryptocurrencies is because I just don’t fully understand—I barely understand Bitcoin itself, to be honest, so it’s been hard for me to get my arms around the other ones.” –Tavi Costa

“I believe that modern monetary theory is a total fallacy.” –Tavi Costa

Episode Highlights

What was Tavi’s upbringing like and how did he find his way to becoming a global macro analyst & portfolio manager?
Crestcat is focused on the US business cycle, the China credit bubble, and precious metals.
There are clear cracks in the US economy that lead Crestcat to be cautious.
Several metrics indicate that we’re going to see a deceleration in economic growth.
Countries like China are engaging in monetary experimentation aimed at driving inflation, which lowers debt burdens.
Over the next ten years, Tavi predicts we will see higher commodity prices.
Tavi is starting to see a correlation between Bitcoin and gold, partly because both assets are supply-constrained.
We’re at a peak level of reliance on central banks.
Bitcoin provides a huge opportunity for investors in terms of asset allocation while the likelihood of fiat currency debasement rises.
These hypotheses are based on looking at the most overvalued currencies in the world, like in China where there’s unprecedented debt levels, economic slowdown, and signs of inflation.
China is poised to see a major devaluation of its currency.
Historically, when emerging markets collapse, gold tends to rise.
For Tavi to reevaluate these predictions, there would have to be a fulfillment of the George Soros theory of reflexivity where the economy feeds on its own to improve itself.
The next trends to look for are with the jobs market in the US.

Support The Show

Visit Delta Exchange For A $10 Welcome Bonus!

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, XTZ, STX, SNX, RUNE, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic Music promoted by

Kathleen Breitman: From Founding Tezos to Building One of the Most Highly Anticipated Blockchain Games

Wed, 01 Apr 2020 11:50:48 -0400

Host Tom Shaughnessy talks to Kathleen Breitman, the co-founder of Tezos and Coase, whose first game is Emergents, a highly anticipated blockchain base game.

After following Tezos for years, it was incredible to be able to talk with Kathleen about her journey. We covered a lot on Tezos, layer-1 blockchains, governance and upgrading mechanisms. Post this, we discussed Coase and Emergents, all of the details that go into designing a blockchain based game from cards and designs to game play and even Magic the Gathering. This conversation was an absolute blast.

Kathleen's BIO:

Kathleen Breitman is the co-founder of Tezos, a blockchain-based smart contract platform with an on-chain governance mechanism to coordinate and push upgrades to its network. Previously, she was a senior strategy associate for R3, a blockchain consortium of more than 70 financial firms. She has also worked at Accenture, Bridgewater Associates and the Wall Street Journal.

Support The Show

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, STX, SNX, RUNE, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic

Music promoted by https://www.free-stock-music.com

Creative Commons Attribution 3.0 Unported License

https://creativecommons.org/licenses/by/3.0/deed.en_US

ZenLedger’s Pat Larsen: Navy Pilot To Crypto Startup CEO

Mon, 30 Mar 2020 10:53:01 -0400

Host Tom Shaughnessy talks to Pat Larsen, CEO, and co-founder of ZenLedger. They discuss the issues with filing taxes when you have cryptocurrencies, what gaps ZenLedger fills, possible future use cases, and more.

Episode Highlights:

Pat went to the US Marine Academy and became a Navy officer, completing two combat tours.
He proceeded to work in investment banking and tech, including for Amazon and several startups, before founding ZenLedger.
Between his time in the Navy and his education, Pat is experienced both in math and science and in risk-taking and decision making.
ZenLedger is a browser-based cryptocurrency tax software.
The software handles the crypto portion of your taxes and allows you to export the data to use in their main tax filing.
Because Congress hasn’t passed many laws regulating or providing guidance on taxation of crypto, so ZenLedger has to lean on the IRS for that information on complex things like mining, staking, airdrops, etc.
One of ZenLedger’s founding offerings was their customer service and automation.
TurboTax is a partner with ZenLedger.
They generate new customers in various ways from talking about tax-loss harvesting to organic outreach on podcasts to building partnerships.
It only takes about 10 minutes to use the software as a new user; the biggest step is connecting to your exchanges.
ZenLedger demonstrates that you’re covering your bases and making good-faith efforts to file your taxes correctly.
The automatically generated 1099-K forms from exchanges only show your aggregate trading, not your net capital gains and losses.
Pat and Tom think a possible future use case could be using ZenLedger to file your basic income tax if it ends up being earned entirely through cryptocurrency.
Pat’s Navy background taught him to make contingency plans for everything.
Right now in the midst of all the macroeconomic changes happening due to COVID-19, Bitcoin has been largely unaffected.

Key Points:

Most CPAs have no idea how to handle cryptocurrency in tax filings.
Using ZenLedger saves you hours of aggregating information manually.

Tweetable Quotes

“The IRS obviously cares. They’ve sent out tens of thousands of warning letters. They’re using blockchain analytic software. So I think the enforcement actions are stepping up, there will be audits, so you just want to take care of yourself.” –Pat Larsen
“At its core, we’re saving you time, we’re giving you accurate reports, and we’re giving you peace of mind whether you’re in a corporate capacity or an individual capacity.” –Pat Larsen
“You’re going big wave surfing & you just have to pick a place that has good waves & you need to trust that you’ve trained with your skills to be able to ride those waves, & if you fall down as you inevitably will, that you’re gonna get back up & ride another wave.” –Pat Larsen

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain

Delta Exchange’s Pankaj Balani: Building a Crypto Derivatives Exchange for Global Scale.

Wed, 25 Mar 2020 11:26:21 -0400

Host Tom Shaughnessy talks to Pankaj Balani, CEO and co-founder of Delta Exchange. They discuss the differences between derivatives exchanges vs traditional exchanges, market stability, current engineering challenges, and more.

Episode Highlights:

Pankaj began in derivatives trading in Hong Kong before moving into hedge funds.
Pankaj believes his old colleagues view crypto as another asset class and are receptive to it.
The reaction has been positive to the recent Supreme Court decision in India to lift the ban on banks handling cryptocurrencies.
There has been significant growth in crypto in India in the last 2-3 months, more than many other markets have seen.
Even in the US, a lot of the major banks are difficult to work within crypto.
More and more people are viewing Bitcoin as a stable investment.
Delta’s focus is on retail and professional traders; there is a demand for hedging, but there is more demand for speculation.
They have more coins listed with them than any other peer exchange.
Delta plans to launch a product that marries DeFi and CeFi
They realized they had to build technology that could monitor as many as 100 coins over every customer throughout the day’s fluctuations.
These engineering challenges are comparable to the engineering challenges in video streaming.
Pankaj doesn’t attribute the current market fluctuations entirely to coronavirus but it’s certainly a factor.

Key Points:

The lack of cooperation from major banks has held the development of crypto back.
No one in the derivatives space has truly solved the problem of scale across multiple assets.
Trading on futures is necessary in crypto.

Quotes

“The genesis of derivative products, the need, it basically arose from the fact that people need to protect themselves against price movements.” –Pankaj Balani

“We are always very available to any kind of discussions. That’s the beauty of working in cryptos—you run a company and you’re interacting with your customers.” –Pankaj Balani

Support The Show

Resources Mentioned:

Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.

Catherine Coley: From Morgan Stanley to Relentlessly Running Binance U.S.

Fri, 20 Mar 2020 10:57:02 -0400

Host Tom Shaughnessy talks to Catherine Coley, CEO of Binance.US. They discuss Binance.US’s origin story, how Catherine made the switch from traditional finance to digital assets, how she sees them differing, and more.

Key Points:

The scale of digital assets is wildly different from traditional finance.
Digital assets allow users to have more agency and voice in their financial choices.
Being in crypto gives you an expanded skillset and toolbox.

Episode Highlights:

They are recording on the day the US stock market dropped 1,000 points, but it feels different from the crash in 2008.
Binance.US offers an opportunity for Americans to get into digital assets through dollar onramps, over 30 coins, and more.
Binance.US only launched 166 days ago.
A high concentration of traditional finance professionals have moved into crypto and digital assets.
People who appreciate efficiency are drawn to digital asset management.
Technologically, what an exchange has to deal with on a daily basis is huge, but when you compare it to trades at Morgan Stanley or something comparable, it’s a matter of $20 million vs $600 million.
There is a fear that the US will lose out on talent because our regulations are so strict that they constrain innovation.
By virtue of coming into the game late, Binance has the advantage of having a clear view of the market and what the gaps are.
We have a lot of time before we have to worry about the consolidation of the crypto space to mimic Wall Street.
Binance is also involved with staking and governance.
Their goal is to allow a wide range of users to access staking and trading at various levels of complexity to fit their needs.
Binance.US has a referral program that sets it apart from other platforms.
Catherine is only interested in Binance.US building features and products that her customers are interested in.
Current society keeping money as a taboo conversation topic prevents people from gaining the confidence to handle their own finances.
While Catherine was at Morgan Stanley, she watched the pipeline of traditional analysts and traders dry up and they lost people to Square and Twitter, which led her to realize she had to be fluent in tech in addition to finance.

Key Points:

The scale of digital assets is wildly different from traditional finance.
Digital assets allow users to have more agency and voice in their financial choices.
Being in crypto gives you an expanded skillset and toolbox.

Tweetable Quotes

“The quality of service that you receive at Morgan Stanley or Goldman Sachs is one that should be democratized and shared with all. So I think that’s a positive that you’d see the quality of research be able to go further downstream.” –Catherine Coley
“There’s a part of me that goes, ‘Would trader Coley really be pleased right now?’ The answer is usually no, we’ve got to do more. So that keeps me pushing forward to improve the product, to improve the expe

Eli Ben-Sasson, Uri Kolodny and Will Harborne: A STARK Powered DEX Capable of 9,000 TPS

Sat, 14 Mar 2020 13:15:09 -0400

Host Tom Shaughnessy talks to Uri Kolodny and Eli Ben Sasson of StarkWare, and Will Harborne from DeversiFi. They discuss the pros and cons of centralized and decentralized exchanges, the development of Layer 2 technologies, scalability, and more.

Episode Highlights:

StarkWare is an Israeli startup that develops proof systems for scalability, security, and permissions for blockchain.
DeversiFi is a decentralized exchange that allows people to connect to any Ethereum wallet and can reach up to 9,000 TPS.
DeversiFi is now working to scale up beyond Ethereum to its own centralized exchange, and is using StarkWare technology to do that.
The biggest benefit of having all the benefits of a decentralized exchange operating on a centralized exchange is a higher number of trades per second.
Starks are a type of zero-knowledge proof system with extreme scalability and transparency that rely on a lot of complex mathematics behind the scenes.
What this technology results in is essentially a receipt for your transaction, a guarantee that your trade was handled correctly and that there was computational integrity.
There are differences between Snarks and Starks—Starks have no trusted setup and have post-quantum security.
When you want to scale, you don’t want a trusted setup limiting you to generating new sets of keys but allows you to operate more universally.
It’s a plausible security threat that eventually hackers will be able to breach coins and blockchains that are not post-quantum secured.
Adding zero-knowledge to the settlement process doesn’t automatically give you privacy, so they’re working on boosting those privacy demands.
Pure centralized exchange technology is rapidly becoming a commodity, including cloud-based services.
They are starting to look at non-fungible tokens.

Key Points:

In terms of scalability, the next step is to have all the security benefits of a decentralized exchange with the speed of a centralized exchange.
Centralized exchanges will always be needed for simple retail exchanges.
This partnership is one of the first Layer 2 scaling technologies being used to power an existing business model.

Tweetable Quotes

“We all believe that this technology of zero-knowledge proofs is going to be used someday by even the most powerful of monopolies or governments to attest to the citizens that everything has been done with computational integrity.” –Eli Ben Sasson

“I think the fiat on-ramp is naturally the hardest thing to decentralize if it can be at all.” –Will
“Our scalability can basically be considered a means of saving the application gas cost on Ethereum and allowing it to scale essentially indefinitely. Think of us as a compression service.” –Uri Kolodny

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.
- https://bit.ly/3bundEl

Solana’s Anatoly Yakovenko: A Trustless Clock To Rethink Time

Wed, 11 Mar 2020 10:03:43 -0400

Host Tom Shaughnessy talks to Anatoly Yakovenko, Founder of Solana. They discuss how to make blockchain technology faster, its use cases, and how to accrue value in this space. They also discuss the philosophy behind where blockchain, math, and time intersect.

Key Points

Processing speed has less to do with hardware than software; it’s the software that currently does not take full advantage of the processing speed some hardware is capable of.
Solana is almost like a hardware in itself because other blockchains can run on it if they require the speed and the scale.
Technology like Solana allows software to become more flexible.

Quotes

“There’s a constant trade-off between performance, security, and decentralization.” –Anatoly Yakovenko

“Imagine in 1996 if someone told you that the internet was going to become 3 billion people and we’re just going to connect them and get them to share pictures of their cats, and that’s going to be worth half a trillion dollars.” –Anatoly Yakovenko

“I think what we’ll see is the projects that will succeed the most are the ones that can cannibalize everybody else. That can actually lift pieces out and start integrating them as fast as possible.” –Anatoly Yakovenko

Episode Highlights

Solana is a high-performance blockchain that Anatoly believes is the fastest computing possible.
Hardware is going to keep getting faster and faster.
Most blockchain tech right now works through synchronization, meaning all of the computers worldwide need to talk to each other and synchronize before moving onto the next step.
With Solana, each node of the blockchain can run time by itself and timestamp messages with high TPS and without having to be in contact with each other.
There are very few collisions, but when there are, they are able to solve them with consensus.
It’s essentially a global computer synchronized within 400 milliseconds.
Solana is focused on scaling without sharding their layer one blockchains.
Anatoly believes DeFi will need hundreds of millions of users before it accrues real value.
If blockchains have the need, they will come to Solana; why would someone who’s achieved success building on Ethereum pack up and move to a different platform? But if eventually, Ethereum becomes too slow, then they may have a reason to switch to Solana.
One major misconception about Solana is that it’s a single node when really it’s a single virtual clock that is recomputed across many nodes.
Another misconception is that validators are too expensive to run on Solana.
You can deploy a 1,000 TPS droplet for $5/month.
Hardware is flexible; you only have to pay for what you use.
Anatoly predicts that the projects that will succeed the most will be the ones that can take the best pieces of other projects and integrate them faster than others.
To Anatoly, Solana is an engine of price discovery as a high-performance blockchain.
Solana can do up to 30,000 price updates per second.

The Graph’s Yaniv Tal: Indexing DeFi, Web3 and The Decentralized Future

Mon, 09 Mar 2020 10:43:14 -0400

Host Tom Shaughnessy talks to Yaniv Tal, project lead at The Graph to discuss how the Graph is a decentralized protocol for querying data from blockchains, starting with Ethereum. We discuss indexing DeFi, Web3 and the decentralized future.

Episode Highlights:

What the graph is and its current status
How the graph works, and what an indexing and querying layer for blockchains means.
The Web3 apps The Graph will enable in the future
User experience and user interface hurdles for decentralized applications
The decentralization spectrum
Identity as a core primitive of Web3.
Why the route to Web3 is not attacking Web2 apps, since the latter are fully optimized and have network effects.
Identity is a core primitive of web3

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.
- https://bit.ly/3bundEl

Resources Mentioned:

Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
The Graph Website: https://thegraph.com/
Yaniv's Twitter: https://twitter.com/yanivgraph

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, STX, SNX, RUNE, sUSD and HNT. Let's Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic

Music promoted by https://www.free-stock-music.com

Creative Commons Attribution 3.0 Unported License

https://creativecommons.org/licenses/by/3.0/deed.en_US

Oliver Renick and Guest Host Kevin Kelly: Macro Matters Series

Wed, 04 Mar 2020 09:59:36 -0500

On this exclusive Macro Matters Series, guest host Kevin Kelly talks to Oliver Renick, lead anchor for TD Ameritrade Network, about his outlook for markets and the way Oliver and his team integrate Bitcoin & crypto into their day-to-day coverage. Oliver discusses his philosophy for covering markets and the move away from “momentum news”, the growing importance of bitcoin as a macroeconomic indicator, consensus expectations for monetary policy and the “Fed fulcrum”, what we can expect as the world tries to assess the economic fallout from coronavirus, and much more!

Key Points

Bitcoin’s potential as a high-beta safety play - similar to bonds and gold - with a very specific tie into interest rates and monetary policy trends.
The imminent risk of coronavirus and the potential ramifications on the global economy if the situation escalates further.
Market consensus for lower rates is at an extreme, implying asymmetric downside risk to the bond trade that’s pushed long-dated Treasury yields to their lowest level in history if the long-term impact of COVID-19 turns out to be less severe than expected.

Quotes

“There is an imminent risk that has no precedent basically and that is coronavirus and the potential economic impact due to China’s supply chain shutting down and the subsequent areas it might crop up in as well.” – Oliver Renick

“I suspect we need to continue to think about the risks associated with this concept of a free lunch, essentially, where the bond market can rally and the Fed will cut behind it.” – Oliver Renick

“If the market and signal being sent by gold and bonds right now are correct then it seems to suggest we’re going to be in a world of trouble because if the Fed has to cut again, after they said they didn’t want to cut, we really have to start giving more credence to the whole ‘bullets in the chamber’ argument.” – Oliver Renick

“There’s too much that’s based on this assumption that we’re only going one direction in rates.” – Oliver Renick

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.
- https://bit.ly/3bundEl
Visit Delta Exchange For A $10 Welcome Bonus!
- https://www.delta.exchange/Tom
To sponsor this top crypto research podcast, email Tom@DelphiDigital.io

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, STX, SNX, RUNE, sUSD and HNT. Let's Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Guest host Kevin Kelly hold

SKALE Labs’ Stan Kladko: Building A Decentralized Amazon Web Services

Mon, 02 Mar 2020 10:19:49 -0500

Host Tom Shaughnessy talks to Stan Kladko, Co-Founder and CTO of SKALE Labs. They discuss the evolution of SKALE Labs, the decentralization of finance and social networks, and the current state of artificial intelligence. This builds on our previous episode with SKALE's CEO and Co-founder Jack O'Holleran.

Episode Highlights:

Stan Kladko did his PhD in Germany in physics and moved to Stanford and Silicon Valley.
Stan joined a past start-up and raised about $50 million but it wasn’t making money.
Stan Kladko was introduced to Jack O'Holleran, the other co-founder of SKALE
Cryptocurrency is still not totally popular in 2020.
“Crossing the Chasm” is a book by Geoffrey A. Moore about going beyond early adopters with technology.
SKALE Labs is looking to be a competitor with Google and AWS.
Decentralized social networks are increasing in demand from younger users.
We need to get people to utilize decentralized social networks.
Are people going to build out their own data centers eventually?
People don’t realize how vulnerable things are in the crypto space.
Stan Kladko shares his opinions on whether companies can decentralize over time.
You can’t just build a solid system on algorithms.
SKALE has been coding nonstop for about two years with 9000 commits in their source code, with between 10-15 engineers.
They are looking for people to stay and use their service for at least a year.
An effective use of SKALE’s services are inside private enterprises and replacing Oracle.
AI is currently very centralized.
Neural networks are affecting our lives by telling us what to buy or read.
The hardest technical hurdle SKALE has to overcome is fixing bugs.
SKALE is looking for contributors and developers.

Key Points

Decentralized finance, decentralized social networks, and gaming are popular in 2020.
People are unfortunately very reactive in their choices regarding security and and not very proactive.
When you understand the structure, you are able to create a secure system.

Quotes

“The problem is when you are competing with companies like Google or AWS, these huge giants, it is very hard for a tiny start-up to actually sell things because people may like your product. But the question they ask, are you going to be there like next year?” –Stan Kladko

“As a start-up, it is very important for you to understand what the market needs in a particular year.” –Stan Kladko

“To move the technology from early adopters to the mainstream you need to somehow cross the chasm and in the process of crossing the chasm you kind of change things a bit and make some compromises.” –Stan Kladko

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto inves

Eric Feigl-Ding: The Coronavirus Pandemic is Inevitable

Wed, 26 Feb 2020 17:30:13 -0500

Host Tom Shaughnessy sat down to speak on short notice with Eric Feigl-Ding, PhD, an epidemiologist, health economist, and nutrition scientist at the Harvard Chan School of Public Health to discuss the Coronavirus (COVID-19).

Eric has been an extremely informative source on the Coronavirus, and we discussed all aspects of the virus from what it is, to transmission rates, to outlook and vaccines and some potential outcomes. I really appreciate Eric taking the time on such short notice to sit down and discuss the virus.

Eric's experience speaks for itself; he was noted for his role as a whistleblower and leader of a key two-year-long investigation into the controversial drug safety and risk data of Vioxx®, Celebrex®, and Bextra® that drew FDA and national attention. He has published in leading journals, including the New England Journal of Medicine, Journal of the American Medical Association, The Lancet, and Health Policy. His 150+ publications have received 62,000 citations (H-Index 72). As a Web of Science Highly Cited Researcher, He was ranked in 2018 as among the Top 1% of all scientists worldwide.

Given the urgency of this episode, I am releasing this outside of our normal programming.

Resources:

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.
- https://bit.ly/3bundEl

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, STX, SNX, RUNE, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic

Music promoted by https://www.free-stock-music.com

Creative Commons Attribution 3.0 Unported License

https://creativecommons.org/licenses/by/3.0/deed.en_US

Brooke Pollack: From A $8B Venture Capital Platform To A Crypto Fund of Funds

Mon, 24 Feb 2020 09:26:09 -0500

Host Tom Shaughnessy talks to Brooke Pollack, Founder and Managing Partner of Hutt Capital. They discuss the differences between traditional VC funds and VC within blockchain, how Hutt Capital chooses investments and more.

Episode Highlights:

After a lot of work with investing and VC, Brooke steered Greenspring Associates into work with crypto and blockchain before eventually founding Hutt Capital.
In his work with very wealthy families as clients, Brooke had trouble convincing them to invest in Bitcoin and digital currencies because they prefer something tangible, so he needed to do a lot of educating.
Blockchain is growing its market share of VC deal activity.
There were over 600 blockchain deals in 2019.
Brooke thinks the tipping point for when larger firms will have to stop ignoring crypto is when they’re forced to pay attention to the returns they see happening that they want to have a part of.
Hutt’s goal is to provide diversified exposure to blockchain in a low-risk, low-volatility way.
They invest in startup funds and then use that revenue to directly invest in the best companies.
When deciding what to invest in, Brooke looks for insight from his network and the reputation of the companies.
Hutt has a global outlook.
In choosing what to invest in, in the blockchain space, you don’t have the track record or long-term reputation to look at because most of these companies haven’t existed for very long, and if they have, the market has changed massively in that time.
All of this decision making is done through relationship building, which can take years.
One of the biggest structural changes to venture funds has been the advent of hybrid funds that call themselves venture funds, but are actually just less liquid versions of hedge funds.
Most people will simply not invest in your first fund, so take a long view of those relationships.
It’s hard to prove your qualifications to invest in this space without having done it.

Key Points:

There is a high level of self-educating that is required to enter into the blockchain space.
Hutt Capital seeks to provide an entry point to blockchain investing that is low-risk and low-volatility.
Choosing funds is all about relationship building.

Quotes

“I think it’ll happen sooner than later. I think the education process a lot of these groups are going through over the next year or two will lead to meaningfully more institutional capital coming into the space.” –Brooke Pollack

“Looking at funds in this space versus general venture investing, you don’t have the breadth of a track record to go off of… Most of these funds haven’t been around for more than a couple of years.” –Brooke Pollack

“It’s hard to prove that you can be successful as an investor in this space if you have not yet been an investor in this space.” –Brooke Pollack

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.

RockTree’s Omer Ozden and Kevin O’Brien: China’s Mammoth Blockchain Market Opportunity

Fri, 21 Feb 2020 10:49:52 -0500

Host Tom Shaughnessy talks to Omer Ozden and Kevin O’Brien, CEO and Managing Director of Rocktree Capital, respectively. They discuss the China blockchain market versus the US, tech innovation, the move to cashless economies, and more.

Key Points

US tech innovation is stifled by regulatory restrictions as compared to China.
It’s of the utmost importance to be sure you’re legally compliant from the beginning to avoid huge problems later.
China is at the forefront of a global movement towards cashless economies.

Episode Highlights

Rocktree Capital’s biggest presence is in China.
Presence in China is important for liquidity and capital.
If New York is the fastest market in the US, China moves even faster.
Rocktree Capital aims to be a bridge to unite the US and China blockchain markets.
All Western companies need to have a China strategy.
The best innovators come from the US but our regulatory systems are prohibitive and are making us lose to China in tech.
Analysts in the US get very little of their research and analysis from China; maybe only 15% is reliable information.
Bitcoin is just as important in Asian countries as it is in the US.
DCP is the legal digital currency of China with P2P settlement, and Omer doesn’t predict it will take long for widespread adoption because China is already a primarily cashless economy.
Other Asian and African countries will move in the cashless direction over the next few years.
There will likely be some government investment in blockchain but there will be more private investing.
What does coronavirus mean for crypto in China?

Quotes

“You’re talking about a population unlike the West [that is] fragmented across other channels, whereas in the greater China market, people are unified across one social channel called WeChat, so you have 1.3 billion people across a single social platform.” –Kevin O’Brien

“Everybody focuses on the tech, but if a company doesn’t pay attention to legal compliance, first of all from an investor standpoint, it’s not gonna hit the valuation, there’s a lot of risk and it could even go to zero.” –Omer Ozden

“A day in the life of somebody in crypto is a year for anybody else.” –Omer Ozden

In China, we say 币圈一天，人间一年 or “Bi Quan Yi Tian, Ren Jian Yi Nian” - Which means: “A day in the life of someone in cryptocurrency is a year for anyone else” - Omer Ozden

In China, RockTree calls this investment theme “Hua Er Jie Er Dian Ling: “Wall Street 2.0” - Omer Ozden

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.
- https://bit.ly/3bundEl

Check out eToro t

Celsius’s Founder Alex Mashinsky: Interest Income Is Crypto’s Killer App

Wed, 19 Feb 2020 17:37:17 -0500

Host Tom Shaughnessy talks to Alex Mashinsky, CEO of Celsius Network. Alex discusses the impetus for creating MOIP (Money over IP) and Celsius Network, what has prevented blockchain from becoming mainstream thus far, and his predictions for the future of MOIP technology.

Key Points:

There is a high barrier to entry for new users of crypto and blockchain technology.
The shift for crypto becoming mainstream will be generational.
2020 will be a defining year for crypto adoption.

Quotes

“The main thing that I think is the killer app is the idea that you can do something that you could not do any other way with any other platform.” –Alex Mashinsky

“We need to grow the crypto community first before there’s enough demand for all of these products to start migrating from the traditional Wall Street and Main Street services to the crypto rails.” –Alex Mashinsky

Support The Show

Episode Highlights:

Alex has raised over $1 billion in capital for several startups over the past 30 years and is one of the developers of VOIP technology.
It’s easy to get people to use VOIP, but much harder to get people to trust you with their money for new banking technology and MOIP.
Celsius Network creates interest-bearing accounts for people who hold crypto and lending with crypto.
There’s a high bar for involvement with Celsius Network because you have to understand crypto first.
The banking industry will not survive as is if crypto becomes mainstream; they would have to evolve their entire business structure dramatically.
When VOIP came about, it massively disrupted phone companies, who made most of their money off long distance call charges.
Children today don’t see digital currency as foreign because they already play games that use tokens as currency; what’s foreign to them is their parents writing checks.
The blockchain community has thus far failed to convince the average person that it’s something more than just a toy for techies.
Celsius has now raised the bar for other crypto and blockchain companies and many of them have started to offer interest on deposits, but none has better rates than Celsius does, on every service they offer.
What Celsius does is make services that in the mainstream are only available to the top 1%, available to everybody.
Celsius created their own token that they treat essentially as airline miles—something that incentivizes them to continue using the platform.
You can choose whether you want to earn interest in your stable currency or in the Cel token.

Resources Mentioned:

Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119

Tlon CEO Galen Wolfe-Pauly: Urbit Is The Personal Operating System For The 21st Century

Tue, 18 Feb 2020 09:39:08 -0500

Host Tom Shaughnessy talks to Galen Wolfe-Pauly, CEO of Tlon, which is building out Urbit. Galen discusses his vision for Urbit, how developers can work with it, what’s on the horizon for Urbit in the near future, and more.

Episode Highlights:

Galen learned programming really young and was interested in web and app design.
Urbit functions like an operating system rather than an app and provides a better user experience.
Urbit is the platform from which you contact the blockchain, and Galen sees them as two systems working cooperatively.
Galen’s vision for Urbit is for it to be the ultimate productivity tool.
Tom summarizes Urbit as a general-purpose code base that people can use as their own personal cloud computers.
Galen hopes this is the technology that you are able to use less because you don’t have to think about it as much and doesn’t incentivize them by mining their data.
There will be a finite number of users on the platform to retain its security and value, through address blocks.
Developers will own pieces of the system through these address blocks, incentivizing them to improve the system.
Urbit is designed for digital communities to shape their own environments.
The most important thing with new technologies is their stickiness.
Many Bitcoin users have adopted Urbit because it has an authenticated digital identity through which you can communicate with people and transact.
As people adopt Urbit, either platforms will develop to run on Urbit or they’ll simply go away, like AOL did when the Internet grew.
Galen wants an actual archive of his data that won’t go away when the company folds, which most things will.
Now that the Urbit infrastructure is stable and reliable, they’re now shifting to think about it as a product.
Galen most worries about Urbit’s current shift towards wanting users who don’t care about the technology.

Key Points

A big reason more people haven’t adopted blockchain technology is that it has terrible user experience and is too difficult to operate.
The most important thing for new technology’s longevity is its stickiness with a particular population of users.
All technology will eventually go away and be replaced by something else.

Tweetable Quotes

“If you’re a developer it should be easy to build on top of this whole stack. You ship to the network & when people install it, they can easily port their data from one thing to the next. So you have more fluid competition between different alternatives.” –Galen Wolfe-Pauly

“We have the benefit of these early incentives from relatively technical address space holders & honestly just people who think this is really fun. Which I think is bigger than people think. A lot of the internet was built either for fun or on a gov't grant.” –Galen Wolfe-Pauly

Support The Show

ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15.

Fidelity Digital Assets’s Ria Bhutoria: The Paperwork Crisis to Crypto Custody Today

Thu, 06 Feb 2020 11:49:13 -0500

Host Tom Shaughnessy talks to Ria Bhutoria, Director of Research at Fidelity Digital Assets. Ria discusses her recent article about Omnibus model, the importance of proof of solvency, technological developments in crypto and DeFi in financial institutions, and more.

Key Points

The omnibus account model has been important to large financial institutions as the cryptocurrency market has grown.
Using omnibus accounts with digital assets means some value is stored online and some is stored offline.
Large financial institutions are buying into digital assets and developing new technology for it slowly, but surely.

Tweetable Quotes

“It’s easy to get lost in the day-to-day, and we’re so used to seeing constant news flow and announcements that it really takes taking a step back to realize how much progress we’ve actually made.” –Ria Bhutoria

“There’s a lot of development going on, and a lot of it is just seemingly small improvements, but in aggregate I think it’s making the whole ecosystem more robust and stronger.” –Ria Bhutoria

Episode Highlights:

What is Ria’s background and how did she end up at Fidelity Digital Assets?
The Omnibus model means that assets of multiple parties are combined and service providers establish segregation between clients in their books and records.
Omnibus accounts came into existence after a paperwork backlog crisis in the 1960s and 1970s.
The omnibus model helps improve liquidity for the account custodian.
The ratio of what you have stored in cold offline storage vs hot online storage matters.
Ria explains why ‘proof of solvency’ is important.
Ria and Tom are excited by the increase in major financial institutions developing technology and increasing their understanding of digital assets to embrace cryptocurrency.
There’s a lot of high-level development happening in the crypto tech space, but it takes a long time to implement changes the average user can see.
Ria is most excited to see the kinds of services that institutions are going to offer to extend beyond what’s offered for traditional asset classes.
There’s a range of experience and interest in DeFi, given that many people still don’t even understand Bitcoin.
Fidelity has been doing research in digital assets by mining Bitcoin for years.

Support The Show

Check out eToro to Create Your Perfect Crypto Portfolio

Resources Mentioned:

“The Omnibus Model for Custody” by Ria Bhutoria: https://medium.com/@FidelityDigitalAssets/the-omnibus-model-for-custody-96b69710f92d
Fidelity Digital Assets Website: https://www.fidelitydigitalassets.com/overview
Ria Bhutoria Medium: https://medium.com/@riabhutoria
Ria Bhutoria Twitter: https://twitter.com/riabhutoria
Ch

Camila Russo: A Deep Dive Into Ethereum’s Inception

Tue, 04 Feb 2020 09:21:01 -0500

On this episode, Host Tom Shaughnessy is joined by Camila Russo, founder of the Ethereum based newsletter The Defiant and author of the coming book on the birth of Ethereum titled, The Infinite Machine: How an Army of Crypto-hackers Is Building the Next Internet with Ethereum. We dive into why Camila decided to research Ethereum's early life, how she has been tirelessly researching the protocol for months and what to expect from her new book.

Pre-order here while you're listening.

About The Book

Everyone has heard of Bitcoin, but few know about the second largest cryptocurrency, Ethereum, which has been heralded as the "next internet."

The story of Ethereum begins with Vitalik Buterin, a supremely gifted nineteen-year-old autodidact who saw the promise of blockchain when the technology was in its earliest stages. He convinced a crack group of coders to join him in his quest to make a super-charged, global computer.

The Infinite Machine introduces Vitalik’s ingenious idea and unfolds Ethereum’s chaotic beginnings. It then explores the brilliant innovation and reckless greed the platform—an infinitely adaptable foundation for experimentation and new applications—has unleashed and the consequences that resulted as the frenzy surrounding it grew: increased regulatory scrutiny, incipient Wall Street interest, and the founding team’s effort to get the Ethereum platform to scale so it can eventually be accessible to the masses.

Financial journalist and cryptocurrency expert Camila Russo details the wild and often hapless adventures of a team of hippy-anarchists, reluctantly led by an ambivalent visionary, and lays out how this new foundation for the internet will spur both transformation and fraud—turning some into millionaires and others into felons—and revolutionize our ideas about money.

Resources Mentioned:

Pre-order The Infinite Machine
The Defiant Newsletter
Camila's Twitter
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
eToro Offer: b.tc/etororeaction

Support The Show

Check out eToro to Create Your Perfect Crypto Portfolio

Delphi Digital's Research

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, XTZ, STX, SNX, RUNE, sUSD and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service.

Advertisers: To be a spo

Blockchain Capital’s Aleks Larsen: The Tsunami Of DeFi Innovation

Fri, 24 Jan 2020 12:02:22 -0500

Host Tom Shaughnessy talks to Aleks Larsen, part of the Investment team at Blockchain Capital. Aleks discusses issues with decentralization, DeFi growth and opportunities, what place security tokens hold in the DeFi space, and more. This episode builds on a recent episode we hosted with Blockchain Capital's Spencer Bogart.

Key Points

Nothing is entirely decentralized yet because we’re still learning best practices for blockchain and DeFi tech.
The user experience on DeFi is generally lacking, and to grow the user base that will have to change.
There are a lot of opportunities with blockchain and DeFi in financial services to address global disparities in access to banking.

Tweetable Quotes

“If your token doesn’t accrue value, it’s going to be really hard long-term to align incentives within your ecosystem. No one’s gonna want to hold it. So the most attractive tokens are going to attract people to use it for reasons other than the service itself.” –Aleks Larsen

“Over time, we’re going to figure out some things that work, and over time, the points of failure that exist today, or the points of centralization, will hopefully become less of an issue.” –Aleks Larsen

Episode Highlights

Aleks was working in traditional investments, but became interested in DeFi as he casually researched Bitcoin and Ethereum on his own.
Choosing new projects to invest in comes down to intangibles; Aleks doesn’t have a strict framework or methodology around choosing.
Right now, there’s a lot of experimentation and testing in DeFi tech, trying to find a model that will work more broadly.
Most DeFi platforms aren’t entirely decentralized yet.
In the early days of a chain, it’s safest to have a point of centralization so that there’s a failsafe as the tech develops and loopholes or bugs are discovered.
Aleks doesn’t see faster transaction speeds as a significant enough advantage over secure transaction settlement, so if you have to wait a few minutes for space on a chain, that should be okay.
Some of the most interesting new tokens from Aleks’s perspective are ones that give you voting rights, feel like equity, or outright gives dividends.
Tokens now often have use cases beyond just raising money, including as collateral for other tokens.
The amount of assets you have locked in DeFi is not the best metric to use for value because it really comes down to volume of transactions.
Aleks believes the DeFi space is ambitious and optimistic, but launching new products usually takes 2-3x longer than predicted.
New applications either need to address a market that has been experiencing significant pain, or it needs to create a big market that hasn’t existed before.
Adding open source applications to your stack, like a savings account that you can access anywhere, is of huge value for use cases like developing countries where millions of people do not have access to basic banking.
Facebook’s move into crypto with Libra is an interesting way to make financial services available to people who don’t otherwise have access to banking.
Security tokens have unexplored potential to redefine what it means to own something in the digital age.
Security tokens simply aren’t a good way to raise money.
Aleks thinks at least for the for

Multicoin’s Kyle Samani: The Evolution Of the Web3 Stack

Tue, 21 Jan 2020 10:33:27 -0500

Host Tom Shaughnessy talks to Kyle Samani, Founder and Managing Partner of Multicoin Capital. Kyle discusses his predictions for the middle layer and full-stack development, attracting developers to the crypto space, how competition in the industry will develop, and a complete discussion on the Web3 Stack.

Key Points

While there are a lot of opportunities higher up the stack, there is the most money in layer one because that’s what has been proven stable over time.
The next few years will see an explosion of Web3 experimentation.
In crypto, like with everything in technology, developments will happen very slowly, then suddenly very quickly.

Quotes

“When I think about opportunities for investing in the middle layer, they are generally less competitive as a function of market size, and not as many developers recognize that those markets exist.” –Kyle Samani
“As these services continue to mature, we’re going to start to see people build world-class applications—we’re going to start to see new things come out over the next 12 months or so.” –Kyle Samani

Episode Highlights

Kyle recently published his 2019 update to the Web3 stack, which is about inverting the data model that powers the internet so that users own their own data.
Kyle predicts that what we will increasingly see over the next few years will be more heterogeneity in investments, which will lead to more consolidation.
Tech companies and teams that don’t pivot the right way will likely go down with their last dollar.
Kyle thinks companies that are forced to run on a chain other than Ethereum or choose to explore that will choose chains that are very good at one specific thing.
It’s difficult to attract new developers into crypto because the business models to make money are not yet understood.
People are not good at having an historical sense of technology and understanding that once the basic idea for something arises, it takes many more years for the first iteration of the thing that will make those core ideas work.
There are a lot of opportunities right now in the middle layers.
There is the most money in layer ones.
Developers typically want to know what will be possible in 12-24 months so they can build better applications upfront.
There are structural issues with pushing complexity up the stack; the whole purpose of layer one is to abstract the complexity.
Kyle agrees with Spencer Bogart of Blockchain Capital that most competition will eventually happen vertically, on one or a small number of chains.
Kyle predicts that Polkadot will attack Ethereum this year, based on their recent behavior.
Full-stack integrated approaches are great, but no one team can pull off all that complexity in any reasonable timeframe.

Resources Mentioned:

Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
Multicoin Capital Website: https://multicoin.capital/
Kyle Samani Twitter: https://twitter.com/K

Tradecraft’s Jake Ryan: The Age of Autonomy

Thu, 16 Jan 2020 14:24:59 -0500

Host Tom Shaughnessy talks to Jake Ryan, Founder and general partner of Tradecraft Capital and author of an upcoming book on crypto investing. Jake discusses his prediction for the Age of Autonomy, the challenges of predicting where crypto will go, and more.

FYI: We're looking for long term show sponsors. To be considered as a sponsor this show, contact Tom@DelphiDigital.io

Key Points:

Society is at the end of the Age of Information and is headed into what Jake calls the Age of Autonomy.
Competition drives adoption of new technologies.
Automation and human intervention, and centralized and decentralized currencies, will likely always need to coexist.

Quotes

“As we see these technologies converge, we’re going to see orgs & businesses start to build autonomous operations, & businesses that don't have autonomous operations simply won’t be able to compete with those that do bc autonomy is the ultimate competitive advantage.” –Jake Ryan
“Humans do a great job at envisioning the future and they do a really terrible time at timing it. It’s just too complex.” –Jake Ryan

Episode Highlights:

Jake’s book on crypto investing is set to come out in the first quarter of 2021.
He moved from app development into angel investing about 5 years ago, which is what led him to crypto.
Jake calls this the “age of autonomy,” based on theories of short-wave and long-wave economic cycles driven by technological revolutions.
By autonomy, Jake is referring to automation, artificial intelligence, the internet of things, robotics, and now crypto.
Jake sees us as being in the mature phase of the Age of Information.
Jake urges us not to view these changes with judgment, as right or wrong, but simply as fact.
He sees a future intersection of these various technologies, with blockchain as the glue between them.
Automation will not drive out humans if we make more complex and decentralized governance systems, but overall, over decades, human intervention will become less and less required.
The economy needs a currency that will ride the economy through inflation and deflation, and a currency that stores value well over time, and those appear to be mutually exclusive.
Jake believes we won’t go to full decentralization but that we’ll always have both centralized and decentralized currencies.

Resources Mentioned:

Crypto’s Role in the Age of Autonomy - https://hackernoon.com/cryptos-role-in-the-age-of-autonomization-2bf414ceb5d2
Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
Tradecraft Capital website: https://www.tradecraft.capital/
Jake Ryan’s Twitter: https://twitter.com/TradecraftJake
Book recommendation: Technological Revolutions and Financial Capital by Carlota Perez
Technolog

Blockchain Capital’s Spencer Bogart: A Bold Outlook for 2020

Tue, 14 Jan 2020 10:56:24 -0500

Host Tom Shaughnessy talks to Spencer Bogart, general partner with Blockchain Capital. Spencer discusses the current state of crypto, his predictions for its future, and more.

FYI: We're looking for long term show sponsors. To be considered as a sponsor this show, contact Tom@DelphiDigital.io

Key Points:

Crypto is becoming increasingly relevant to global macroeconomics.
It’s difficult to pinpoint exactly where in the crypto development arc we are, so some believe it’s growing more slowly than expected and others believe it’s moving faster.
There is an overall shift in crypto from horizontal competition to vertical construction.

Episode Highlights

Blockchain Capital has over 300 million assets and 80 portfolio companies.
Spencer got into crypto after buying some Bitcoin, which led to him getting more and more interested and eventually writing some research pieces on the crypto space.
Bitcoin is just starting to become relevant on a macroeconomic scale.
Political unrest globally could be a driver towards crypto to avoid government regulation and interference.
Technological developments and the best tech are not what establish standards.
Spencer predicts that rather than a new protocol launching and becoming number one, more success and better standards will be established by people building on top of existing protocols.
People will build for the chains that have the most end-users, and those options are Bitcoin and Ethereum.
Now that it has become easier to build up the stack, Spencer predicts we will see more innovative and creative solutions.
Tom thinks given new involvement in crypto from China, Facebook, and other places, that we’re maybe moving slower than expected, but Spencer disagrees.
Spencer points out that asset value is not the only way to assess a crypto’s success, but that you can also look at the transaction value.
Spencer suggests when pitching to a VC, don’t overrepresent what you’re doing.
Be cautious about assuming that what you see online, on crypto Twitter for example, is representative of everything that’s going on in the industry; some of the most knowledgeable and impactful people aren’t on crypto Twitter because they’re too busy building.
Spencer’s long-term view of the industry is that there’s an overall shift from horizontal competition to vertical construction.
Bitcoin probably does not need vertical construction to grow because it is focused on a specific market and specific use cases.

Quotes

“Keep in mind that any kind of venture investor that you’re going to go and talk to, they just see a lot of opportunities, so they’re looking for reasons—as much as they’re looking for reasons to invest in something, they’re also looking for reasons not to invest.” –Spencer Bogart

“It’s only because of fee pressure that we started to get innovations on things like lightning. So the other option would have been to increase the block size to try to keep transaction fees low, but the reality is there’s unbounded demand for cheap block space.” –Spencer Bogart

“We’re seeing a shakeout in terms of trying to establish standards. So I think these standards are trying to basically create the foundation for programmable assets. And standards are almost never set by best tech.” –Spen

Yan Liberman, Phil Bonello and David Puell: Tokeneconomics and Valuation

Thu, 09 Jan 2020 10:33:33 -0500

Host Tom Shaughnessy leads a roundtable discussion with Yan Liberman (co-founder of Delphi Digital), Phil Bonello (former Head of Research at Ikigai), and David Puell (Head of Research at Adaptive Capital). They discuss the difficulties of crypto valuation, productive vs. unproductive assets, the differences between some projects, and more.

Key Points

It is very difficult to establish any intrinsic valuation of cryptocurrencies.
Many strategies for short-term growth do not lead to long-term stability or sustainability.
Tracking cryptocurrency growth and valuation has gotten more difficult as more transactions move off-chain.

Episode Highlights

Yan feels the token economy is the high-level understanding of the token structure, how the token accrues value, and how the token interacts within the ecosystem.
Phil categorizes assets as either productive or unproductive.
David thinks about the token economy in a way that includes game theory.
Exchange tokens need to accrue value while also being a usable asset.
The industry still relies heavily on operating in relation to the cost of Bitcoin, so it’s almost impossible to establish the fundamental value of anything.
The “burn model” is not effective to extrapolate an intrinsic value.
The “velocity problem” is that the more use of a currency there is, the less value it holds in the long term. Bitcoin avoids it by having a scarcity model.
Maker tokens work as an incentive, but it requires considerable growth to outpace the burn rate.
Now there is a token that you can use as collateral for synthetic assets, as a way to bootstrap your way to a sustainable value.
It isn’t possible to make future projections without enough historical data of crypto value.
Diversification and differentiation are big problems in crypto.
At Ikigai, Phil didn’t avoid trading assets with low valuation but wanted to approach all trades with a full understanding of the function and model of the assets.
Most agree that Bitcoin halvening is a bullish move.
For Yan, it’s easy to say that a number of projects shouldn’t be in the top ten, but harder to say what should be in the top ten that isn’t.

Resources Mentioned

Chain Reaction Twitter: https://twitter.com/chainpodcast
Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119
Yan Liberman Twitter: https://twitter.com/YanLiberman
Phil Bonello Twitter: https://twitter.com/philjbonello?lang=en
Phil Bonello’s blog: https://philjbonello.substack.com/
Adaptive Capital Website: https://adaptivecapital.co/
David Puell Twitter: https://twitter.com/kenoshaking?lang=en

Support The Show

Visit

Decred’s Akin Sawyerr: Governance Reimagined

Mon, 06 Jan 2020 11:14:43 -0500

Host Tom Shaughnessy talks to Akin Sawyerr a Strategy and Governance Lead for Decred. Akin discusses getting involved with the Decred platform, governance, and community-building.

Key Points

Decred is unique for its transparent, token-holder led governance.
A community mindset of searching for the best solution to a problem increases transparency and decreases contention.
Decred wants to build incrementally and develop iteratively in order to maintain a strong community and culture.

Episode Highlights

Africa is the most expensive area to move money. The free, open-source tech isn’t the issue, but the government network.
Anyone in Decred’s network can propose, vote on, and debate ideas and feedback.
There are pitfalls to token-holder governance, which is why Bitcoin doesn’t have it, but Akin sees it as giving the people with economic stake in the network and a stake in governance.
Decred is working towards being a DAO, and using their cryptocurrency Politeia and technology built for Politeia in new implementations and new use cases.
Decred is one of the only cryptocurrencies that hasn’t had a major PR scandal or problem arise.
Decred’s biggest goals looking forward are to launch lightning support and a split-ticketing system.
Akin believes Decred isn’t in the top 10 coins because it requires a bit of a learning and participation curve to get involved.
Decred has the highest voter turnout for governance issues of all cryptos.
Decred has a consistent philosophy about their protocols, down to having a constitution

Resources Mentioned

Previous Episodes

Support The Show:

IDEX’s Alex Wearn: Scaling A Decentralized Exchange Through Optimized Optimistic Rollups

Thu, 26 Dec 2019 12:50:38 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Alex Wearn, the co-founder and CEO of IDEX, a decentralized exchange built on Ethereum, to discuss the next version of the exchange and using optimized optimistic rollups to scale the exchange.

Key Points

IDEX tries to combine the design of a centralized exchange and the security of a decentralized exchange.
The “optimized optimistic rollup” takes the most scalable aspects of different transaction settlement methods.
There is a huge potential to bring other applications into the IDEX network to use the O2 rollup design.

Topics Discussed

IDEX 2.0 - UI improvements (faster and more performant) and a more efficient settlement process with rollups instead of settling each transaction one by one (IDEX users paid $5M in gas fees in 2018).
IDEX differs from competitors (Uniswap etc) by having a high performant order book. An on-chain order book is great for integrations, but hard to use when replicating complex trading strategies.
In competing with 0x, IDEX disagrees that trying to have a high performant order book may be too difficult if its decentralized.
How the different types of rollups work to drive scale for Ethereum, and the differences from normal rollups to IDEX's version called optimized optimistic rollups.
Optimized Optimistic rollups can drive much higher throughput vs using traditional rollups.
How IDEX grew to been the most successful DEX and dapp to date, with over 300k users executing five million trades worth over $2 billion.
The use of optimized optimistic rollups beyond IDEX, such as in gaming.
Alex's thoughts on the battle between centralized exchanges (Coinbase, Binance, Bitmex, Delta) vs Decentralized exchanges (IDEX, Uniswap, 0x, etc).

Episode Highlights:

IDEX aims to build a highly performant, yet safe and secure decentralized exchange; they want to create a centralized experience on a decentralized platform.
Improvements in IDEX 2.0 include overall performance improvements from UX and UI developments over the past few years, and back-end improvements to how transactions are settled.
The Merkle root takes data off-chain, hashes it together into a single data point, which is then submitted on-chain.
IDEX is looking at different design proposals including Zero-Knowledge Proofs and the Optimistic rollup.
They could not run IDEX on Optimistic rollups because their transactions were too complex to see a substantial increase in their transaction throughput.
IDEX’s data is only ever published to an off-chain ledger.
They have validators who work to verify that the transactions published off-chain hash up to the same Merkle root that is published on-chain.
O2 rollups are scalable to eventually be available to other applications, but IDEX doesn’t see this as a way to monetize but as a way to give back to the community.
Alex believes customers care more about application performance and fund security than they do about anonymity.
The O2 rollup demo is currently live and can be tested, and they aim to make it fully live during Q1 of 2020.

To help support the show, please hit the subscribe

Zaki Manian and Dean Tribble: No Blockchain Is An Island

Thu, 19 Dec 2019 10:34:38 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Zaki Manian, the Director of Research at Tendermint Inc and Dean Tribble, the CEO of Agoric. On this episode we dive into into how IBC (inter-blockchain communication) will connect blockchains to enable new use cases.

On this episode we discussed a lot of philosophical questions around a multi-chain vs few chain world, chain sovereignty, Agoric's targeting the world's 20M javascript developers for its smart contract platform, the use cases IBC enables across chains, the status of IBC and so much more. The discussion involves how Cosmos plays into IBC, and how eventually IBC will be a part of Cosmos' SDK.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Resources:

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, STX, SNX, RUNE and sUSD . Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

Cosmos by From The Dust | https://soundcloud.com/ftdmusic Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/by/3.0/deed.en_US

NEAR’s Alex and Illia: Since 2018 Everything Has Changed

Tue, 17 Dec 2019 09:54:20 -0500

Host Tom Shaughnessy of Delphi Digital is joined by NEAR Protocol's co-founders Alex and Illia to discuss the project. We previously had Alex and Illia on in November of 2018 when the podcast was first starting out so on this episode we discuss what has changed since then, the progress the project has made and much more. Specifically we dive into how NEAR plans to attract developers across three key areas, smart contract wars between layer-1's, governance for NEAR, and what to expect from the protocol's coming Mainnet launch.

NEAR is a sharded, developer-friendly, proof-of-stake public blockchain, built by a world-class team that has built some of the world's only sharded databases at scale. The blockchain is built from the ground up to make it easier to build, onboard and scale

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Resources:

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, STX, SNX, RUNE and KNC. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

Matic’s Sandeep Nailwal: Leveraging Plasma To Top Other Layer-2 Scaling Projects

Thu, 12 Dec 2019 10:47:26 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Sandeep Nailwal, the co-founder and COO of Matic Network. On this episode we discuss how Matic is using Plasma and proof-of-stake based sidechains to scale Ethereum, how he thinks the landscape of dozens of layer-2 scaling projects will shake out, building on Matic, Bitcoin's lightning network and so much more. Matic Network's token recently crashed on FUD and while this episode was recorded before the news, its a deep dive into the project itself. The audio came out a little low on this episode, apologies on that.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

- Follow Sandeep on Twitter
- Follow Tom on Twitter

Resources:

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, STX, SNX and RUNE. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

Luke Martin: The Truth About Technical Analysis and The Bitcoin Thesis

Tue, 10 Dec 2019 10:43:30 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Luke Martin, an analyst, trader and host of the Coinist podcast. Luke has gained a massive following for his keen ability to spot trends and opportunities early, especially in crypto. On this episode we dive into his story of leaving graduate school for crypto, the merits of technical analysis, the BTC thesis and so much more. Luke is an incredible guy, and this episode is worth the listen.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

- Follow Luke on Twitter
- Follow Tom on Twitter

Support The Show

Visit Delta Exchange For A $10 Welcome Bonus!

Resources:

Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. These sponsors and advertisements are not an endorsement by the host or Delphi Digital to use the sponsors products or services which may be risky. Products and services mentioned on advertisements may be risky, and are not suitable for all listeners. Sponsors and advertisements and for strictly informational and educational purposes and are not an endorsement.

Sponsor: To be a sponsor on this research podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

Helium’s Amir Haleem: The Grand Vision of a Crypto Incentivized Mobile Network

Thu, 05 Dec 2019 09:41:38 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Amir Haleem, the CEO & Co-Founder of Helium. On this episode we discuss how Helium is creating a crypto incentivized, decentralized telecommunications network.

The network is up to 1,600 nodes, and the company raised $15M from top tier funds.

Amir is the CEO & co-founder of Helium. Prior to Helium, Amir served a long career in the videogame industry as CTO at gaming startup Diversion, and member of the original team behind Battlefield 1942 at DICE in Stockholm, Sweden. Outside of work, Amir is a former world champion esports gamer, co-founder of the popular esports community esreality.com, and builds and races 90's Japanese sports cars.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

- Follow Amir on Twitter
- Follow Tom on Twitter

Resources:

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, STX, SNX and RUNE. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

GK8’s Lior Lamesh: The Rising Crypto Custodian Technology Provider Whose Clients Manage $1B+

Tue, 03 Dec 2019 10:14:33 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Lior Lamesh, Co-Founder & CEO at GK8. Lior is a cyber security expert and on this episode we discuss GK8's crypto security offering that the company believes is the most secure on the market for enterprises, firms and funds.

The Upbit hack of $50M happened after we recorded this episode, although Lior shares some very relevant information on this topic. Lior also dives into the Binance Hack, and how this could have been prevented.

GK8 is a cybersecurity company that offers a high-security custodian technology for managing and safeguarding digital assets. The technology allows financial institutions to execute the entire digital assets management process, including sending transactions to the blockchain, without the need for an Internet connection. GK8's customers manage over $1 billion in digital assets

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

- Follow Lior on Twitter
- GK8's Website
- Follow Tom on Twitter @Shaughnessy119

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, STX, SNX and RUNE. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

bZx’s Kyle Kistner: Exploring The Protocol for Tokenized Margin Trading and Lending

Wed, 27 Nov 2019 10:06:53 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Kyle Kistner, co-founder of bZx Protocol.

For the podcast, we try our best to locate early stage projects in the space. We noticed bZx's total value locked on DeFi pulse grew from $1M in September to near $3.5M in late November. While small in absolute numbers, the increase is notable, and with the launch of Fulcrum and Torque, we believed having the team on the podcast would be worthwhile for our listeners.

BZX is a decentralized protocol that enables lending and borrowing for margin trading. The protocol can be easily integrated into new and existing exchanges or accessed through the bZx portal. On this episode we also discuss the products built on the bZx Protocol including Fulcrum (DeFi margin lending and trading) and Torque (indefinite-term loans with fixed interest rates).

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

- Follow Kyle on Twitter
- BZX's Site
- BZX's Medium
- Follow Tom on Twitter @Shaughnessy119

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Music Attribution:

Invictus’ Matthew Finlayson: Tokenized Funds and Financial Inclusion

Mon, 25 Nov 2019 10:31:33 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Matthew Finlayson, Head of Product and a co-founder of Invictus Capital. On this episode we discuss how Invictus Capital is democratizing access to investment opportunities through its blockchain-based asset management platform. The platform already supports 4 tokenized funds (ERC-20 tokens), with two more planned (emerging markets solar fund and a real estate fund).

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Matthew on Linkedin Here
Invictus' Twitter
Follow Tom on Twitter @Shaughnessy119

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Digital Assets Data’s Mike Alfred: Enterprise Grade Crypto Data and Running 100 Mile Ultramarathons

Wed, 20 Nov 2019 10:00:25 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Mike Alfred, the CEO and Co-Founder of Digital Assets Data. On this episode we discuss Mike's journey from a successful exit of BrightScope to founding Digital Assets Data and how he runs 100 mile marathons. We also dive into what separates Digital Assets Data from other data providers, and the answers are compelling.

Digital Assets Data is a fintech and data company building enterprise-grade software and data feeds for crypto hedge funds and other market participants. As the cryptoasset ecosystem grows, asset managers will need higher quality information and more sophisticated tools to track and manage investments, conduct due diligence, and make trading decisions.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Mike on Twitter @mikealfred

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio
Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain
If you are not a U.S. citizen, Visit RealT.co to sign up! Browse the marketplace to view the properties that are tokenized on Ethereum.
Digital Assets Data Website

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Messari’s Ryan Selkis: Bringing Radical Transparency To Crypto

Thu, 14 Nov 2019 13:14:16 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Ryan Selkis, the founder of Messari Crypto, which provides research, news, metrics and live data for crypto. This podcast was recorded one week ago, and since then Messari closed a $4M round. We dive into Ryan's past, his time in the space, the state of information and transparency in crypto, how Messari is bringing real transparency and data tools to users and so much more.

Prior to founding Messari, Ryan was an entrepreneur-in-residence at ConsenSys , and on the founding teams of Digital Currency Group, where he managed the firm’s seed investing activity, and CoinDesk, where he led the company’s restructuring & annual Consensus conferences. He has been an investor & prolific writer in the crypto industry since 2013.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Ryan on Twitter @twobitidiot

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio
Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain
If you are not a U.S. citizen, Visit RealT.co to sign up! Browse the marketplace to view the properties that are tokenized on Ethereum.

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Ethereum’s Danny Ryan: The Definitive ETH 2.0 Update

Mon, 11 Nov 2019 15:56:46 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Ethereum's Danny Ryan, as he answers the community's most pressing questions on ETH 2.0, the technology, recent changes to the roadmap, and so much more. It was a pleasure to have Danny on for a look inside the Ethereum machine. Ethereum is at a pivotal juncture with ETH 2.0 on the horizon and new scaling technologies gaining momentum (optimistic rollups) et al.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Danny on Twitter @dannyryan

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio
Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain
If you are not a U.S. citizen, Visit RealT.co to sign up! Browse the marketplace to view the properties that are tokenized on Ethereum.

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Synthetix’s Kain Warwick: How Ethereum Will Absorb a Trillion Dollar Market

Wed, 06 Nov 2019 14:56:00 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Synthetix's founder Kain Warwick, and this episode it co-hosted by Delphi's Medio Demarco. On this episode we do a deep dive into Synthetix, the protocol that providers exposure to decentralized synthetic assets and is gaining massive momentum in the DeFi space. On this episode we cover the intricate details of the protocol, the synthetx.exchange, Mintr, their dashboard, and what's planned for the future.

Before launching Synthetix, Kain built the largest cryptocurrency payment platform in Australia, with tens of millions in transaction volume.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Kain on Twitter @kaiynne
Follow Medio on Twitter @mediodelphi

Resources:

Institutional Clients can access Delphi's deep dive research report on Synthetix here.
Check out eToro to Create Your Perfect Crypto Portfolio
Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain
If you are not a U.S. citizen, Visit RealT.co to sign up! Browse the marketplace to view the properties that are tokenized on Ethereum.

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Co-Host Medio Demarco also owns tokens in SNX.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Amentum’s Steven McKie: Sustainable Crypto Fund Investing

Mon, 04 Nov 2019 10:17:00 -0500

Host Tom Shaughnessy of Delphi Digital is joined by Steven McKie, the GP and MD at Amentum. In this episode we go through Steven's career, why he started Amentum, his process for selecting investments, what he looks for in founders and so much more. This episode is a deep dive into the minds of one of the earliest investors in the space, and how he built his fund.

Steven McKie is a crypto veteran of 7 years. Previously Head of Growth and Product Content at Purse, he expanded Purse’s operations with value-added partnerships in multiple regions globally and assisted in building out the bcoin developer team and support team.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Steven on Twitter @Steven_McKie

Resources:

Amentum Website
Check out eToro to Create Your Perfect Crypto Portfolio
Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain
If you are not a U.S. citizen, Visit RealT.co to sign up! Browse the marketplace to view the properties that are tokenized on Ethereum.

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode.

Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Anchorage’s Diogo Monica: An Advanced Custodian Engineered to Secure Trillions in Crypto

Wed, 30 Oct 2019 10:57:12 -0400

Host Tom Shaughnessy of Delphi Digital is joined by Diogo Monica to discuss Anchorage, a leading crypto custodian that is built to secure trillions in assets. Anchorage was founded on the belief that technical problems require technical solutions. To help financial institutions invest securely in digital assets, we are building the first crypto-native custodian.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Diogo on Twitter @diogomonica

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio
Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Luke Gromen and Kevin Kelly: King Dollar and Macro Chaos

Mon, 28 Oct 2019 09:40:49 -0400

Host Tom Shaughnessy of Delphi Digital is joined by Luke Gromen, the Founder of the unique macroeconomic research firm Forest for the Trees (FFTT) and Kevin Kelly, a co-founder of Delphi Digital.

On this episode we have an all encompassing episode covering the current macro landscape, the global sovereign debt bubble, the state of fiscal & monetary policy and its impact on the U.S. dollar, plus what this all means for Bitcoin.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

Follow Tom on Twitter @Shaughnessy119
Follow Luke on Twitter @LukeGromen
Follow Kevin on Twitter @Kevin_Kelly_II

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio

Disclosures: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Vitalik Buterin: ETH 2.0 Driven by Simplified Sharding, Optimistic Rollups and Native Cross Shard Communications

Thu, 24 Oct 2019 10:13:25 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Vitalik Buterin, the co-founder of Ethereum to discuss his recent post titled: Eth2 shard chain simplification proposal. On this episode we discuss Vitalik's view on how simplified sharding, and optimistic rollups could drive 100k transactions per second in one year. We also discuss the benefits of native cross shard communication that is enabled by this new scheme. This was a very informative episode, and I think Vitalik for hopping on the podcast on such short notice, literally minutes after I read this post. In my personal opinion it's a pivotal time for Ethereum between ETH 2.0 gaining momentum, optimistic rollups and native cross shard communications.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Vitalik on Twitter @VitalikButerin

Resources:

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Jake Brukhman: Network Lifecycle Investing

Tue, 22 Oct 2019 09:34:44 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jake Brukhman, the founder of Coinfund a crypto fund launched in 2015. On this episode we discuss Jake's investing thesis, what he's most interested in now, and his entire stance on Network Lifecycle Investing. If you're looking to learn from the best, this is the episode for you.

To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Jake on Twitter @jbrukh

Resources:

Check out eToro to Create Your Perfect Crypto Portfolio

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Katherine Wu: Breaking Down The EOS and Block One Settlement

Fri, 11 Oct 2019 10:04:33 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Notation Capital's Katherine Wu for an awesome discussion on EOS and the Block One settlement. Katherine notated the entire massive document so we walk through what it means, the implications and so much more. This was a fun and insightful episode, one of my favorites.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Katherine on Twitter @katherineykwu

Resources:

Katherine's Notations on the order and settlement letter
Thank Katherine for her work and send a donation!
Brians Tweet

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Educational Series Part 2 - Scalability with Dan Zuller

Mon, 07 Oct 2019 07:55:53 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Vision Hill Group's Dan Zuller for the second part of a multi-part, short and sweet educational series simplifying complex crypto topics. The first episode is focused on scaling blockchain networks on layer 1 and layer 2.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Dan on Twitter @danzuller

Resources:

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Harry Sudock and Nick Sandomeno: Down The Bitcoin Mining and Security Rabbit Hole

Fri, 04 Oct 2019 10:50:54 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Harry Sudock, a director of strategy at Griid Infrastructure (Bitcoin Mining Firm) and Nick Sandomeno who is a financial planning analyst at Astorino Financial Group.

We dive into the Bitcoin mining industry, costs, and explore the major issues around mining from sustainability to costs and what the future looks like. This was a very exciting discussion, and sheds light on the mining industry which underpins Bitcoin's security.

Follow Tom on Twitter @Shaughnessy119
Follow Harry on Twitter @harry_sudock
Follow Nick on Twitter @NickSandomeno

Links

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Alex Lindgren: Crypto Regulatory Complexities and Consequences

Mon, 30 Sep 2019 09:03:46 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) Alex Lindgren, a Partner at Lindgren, Lindgren, Oehm & You LLP. On this episode we discuss the legal complexities projects and teams in the space have to navigate and the consequences.

Mr. Lindgren’s practice ranges from software-based start-ups to private investment funds focusing on cryptocurrency trading or technology acquisitions.

Follow Tom on Twitter @Shaughnessy119
Follow Alex on Twitter @Alex_LLOYLaw

Links

Alex's Website

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Joey Krug: Predicting Augur’s Future and Pantera’s Investment Thesis

Tue, 24 Sep 2019 07:08:02 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Joey Krug, the co-founder of the predictions protocol Augur and the Co-CIO of Pantera, one of the space's largest group of funds.

We discuss the future of Augur ranging from capabilities, upgrades, Augur V2. We also dive into Pantera's investment thesis, which investments pass the smell test, which investments are worth passing on and so much more. Joey shares the inside scoop on Pantera's investment process and thesis.

Follow Tom on Twitter @Shaughnessy119
Follow Joey on Twitter @joeykrug

Links

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Cosmos’ Sunny Aggarwal: Byzantine Battalion Is Hacking Projects For The Greater Good

Mon, 09 Sep 2019 09:29:09 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Sunny Aggarwal, a researcher and core developer at Tendermint and Cosmos and the founder of the Byzantine Battalion.

We discuss Sunny's latest project: how the Byzantine Battalion is hacking projects for the greater good. The Battalion can hack projects to test their merits, security and so much more.

Follow Tom on Twitter @Shaughnessy119
Follow Sunny on Twitter @sunnya97

Links

The Byzantine Battalion Telegram Group

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

SKALE’s Jack O’Holleran: Elastic Sidechains Enabling Massive Scale for dApps On Ethereum

Tue, 03 Sep 2019 10:10:12 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jack O'Holleran, the co-founder and CEO of SKALE.

On this episode we dive into how SKALE's elastic sidechains can enable massively scalable decentralized applications. Between sidechains and state channels, SKALE makes interesting tradeoffs to achieve the right balance of scale and decentralization. SKALE's tech can be deployed with only a few lines of code, elastic sidechains are highly configurable and the system eliminates a lot of the complexity in scaling dApps.

Whoever said Ethereum and dApps cant scale haven't heard of SKALE.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow jack on Twitter @jackoholleran

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Three Arrows Capital’s Kyle Davies: A Multi-Strategy Fund Seeking Alpha and The LEO Bull Case

Tue, 20 Aug 2019 11:35:36 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kyle Davies, the co-founder of Three Arrows Capital.

This was an excellent discussion into Kyle's storied finance background and how he is using that to drive alpha in Crypto. Three Arrows Capital goes way beyond long and short positions so it was great to hear all of the ways the fund is driving returns across an array of methods. We also get into the case for LEO, Bitfinex's native token.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Kyle on Twitter @kyled116
Follow Su Zhu on Twitter @zhusu

Resources:

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Arca’s Jeff Dorman: Wall Street Veteran Co-Founds A Crypto Fund

Thu, 15 Aug 2019 10:40:14 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jeff Dorman, the co-founder and CIO of Arca.

On this episode we discuss Jeff's experience at Lehman, Merril, Citadel, and now as the co-founder and CIO of Arca, a crypto focused fund. This episode cover's Jeffs immense focus on bringing his experience at prior firms to the crypto realm.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Jeff on Twitter @jdorman81

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Hasu and Ryan Sean Adams: Bitcoin & Ethereum: A Rational Conversation Between Two Bulls

Mon, 12 Aug 2019 10:05:26 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Hasu and Ryan Sean Adams for a rational conversation between two bulls, Hasu on Bitcoin and Ryan Sean Adams on Ethereum.

Between the echo chambers of crypto twitter and the pointless yelling matches on other mediums, this was a thoughtful and constructive conversation between two bulls on the similarities and differences on Bitcoin and Ethereum.

Follow Tom on Twitter @Shaughnessy119
Follow Hasu on on Twitter: @hasufl
Follow Ryan Sean Adams on Twitter: @RyanSAdams

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Coinmine’s Farbood Nivi: The Viral Plug-and-Play Crypto Miner

Thu, 08 Aug 2019 10:50:22 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Farbood Nivi, the CEO and co-founder of Coinmine.

On this episode we discuss what the Coinmine is, what cryptocurrencies you can mine using it, new features (Bitcoin only mode, the future ability to use the lightning network) and so much more. We dive into Farbood's history, and the insane focus on a perfect Apple style product. The Coinmine is the first user friendly and viral crypto mining hardware device.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Farbood on Twitter @farbood

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Ryan Zurrer: Response To Tom’s Polkadot Report, Web3 and Lessons Learned In China

Mon, 05 Aug 2019 11:49:41 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Web3 Foundation's Ryan Zurrer.

This was an awesome episode where we discuss everything from how the Web3 foundation is ushering in the decentralized web where users control their data to Polkadot, a high profile interoperability project. I recently wrote a post on Polkadot exploring my concerns, so it was great to discuss them with Ryan. The post is linked in the show notes below.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Ryan on Twitter @rzurrer

Resources:

Polkadot: Promise and Problems

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Educational Series Part 1 - Distributed Consensus with Dan Zuller

Tue, 30 Jul 2019 11:22:04 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Vision Hill Group's Dan Zuller for the first part of a multi-part, short and sweet educational series simplifying complex crypto topics. The first episode is focused on distributed consensus mechanisms.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Dan on Twitter @danzuller

Resources:

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Kadena’s Founder and CEO Will Martino: A Hybrid Blockchain Built For Scale

Mon, 29 Jul 2019 11:16:31 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kadena's Founder and CEO Will Martino.

kadena is described as offering the fastest, safest and most scalable hybrid blockchain technology stack for entrepreneurs.

We go through Will's history as the Lead Engineer for Juno, JP Morgan’s blockchain prototype all the way to the promise of Kadena, its public blockchain launch by year end, and its focus on having a hybrid blockchain architecture for real business use cases.

This episode has tons of great insights from someone who has been in the weeds for years and used all of these insights to build a new platform.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Dan on Twitter @_wjmartino_

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Kurt Watkins: A Legal Look at DAOs, Blockchain LLCs, Tokens, and Libra

Thu, 25 Jul 2019 09:40:48 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kurt Watkins, a partner at MG Miller Law to discuss everything crypto from a straightforward legal perspective. We discuss Kurt's work in the crypto legal field, run through some examples, and discuss so much more.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Kurt on Twitter @mgmillerIP

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Gregory Rocco and Jacob Arluck: Tezos’ Social Contract

Mon, 22 Jul 2019 11:30:33 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Gregory Rocco from ConsenSys Alpine Group and Jacob Arluck from TQ Group, a group with the goal of advancing the Tezos Ecosystem, on for an episode to discuss Rocco’s recent post on Tezos’ social contract and for recent updates on Tezos.

We go into the origins of Tezos’ social contract, what it all means, and how these merits are baked into everything within the Tezos ecosystem. For those familiar with Hasus’s post on Bitcoin’s social contract, Rocco’s excellent post was built in a similar way.

We go on to discuss all of Tezos’ recent updates and announcements, Jacob goes through them towards the end - and the main message is Tezos is making it easier for developers to build on the platform which is central to its success.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Rocco on Twitter @Obstropolos
Follow Jacob on Twitter @JacobArluck

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Delphi Digital’s Kevin Kelly: The Perfect Storm for Bitcoin

Tue, 16 Jul 2019 08:00:00 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by my partner and and a co-founder of Delphi Digital itself, Kevin Kelly.

Given Kevin cut his teeth as an equity strategist with Bloomberg, he offers unique and differentiated insights on the institutional and macro argument for Crypto and Bitcoin.

Kevin offers his take on the global backdrop, everything from underfunded pensions to global monetary policy and even the eventual potential dethroning of king dollar. We go on to where Kevin believes crypto and the global economy will co-exist in the future and what would happen to crypto if a recession hits.

With all of the endless tech and project news out there everyday, this episode was a breath of fresh air as kevin offers an extremely zoomed out view of where Bitcoin fits into our institutional world and broader global monetary framework

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Kevin on Twitter @Kevin_Kelly_II

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Harmony’s Nick White: Mainnet Launch Is The First Step Towards Full Proof-of-Stake and Sharding

Tue, 09 Jul 2019 10:48:54 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Nick White, the co-founder of Harmony Protocol

Harmony is described as a fast and secure blockchain and it leverages a lot of newer tech such as Proof of Stake, Sharding and cross shard communications, granted not all of this tech is fully launched yet.

We discuss Harmony’s ultimate goal to create an open infrastructure for the world's data, a global scale marketplace platform, competition, Harmony’s IEO on binance and so much more.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Nick on Twitter @nickwh8te

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Cadence’s Nelson Chu: The Digital Securitization and Investment Platform for Private Credit

Mon, 01 Jul 2019 10:52:50 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Nelson Chu, The Founder and CEO of Cadence.

For those new to cadence, the company is a Technology-driven securitization platform connecting retail and institutional investors with short term structured private credit investment opportunities.

Cadence is using Blockchain Technology to open up this market to smaller investors, using technology to automate share fractionalization and distribution and simplify

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Cadence on Twitter @withcadence

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

IDEX’s Alex Wearn: A Sleeping Giant’s Plan To Dominate Every Centralized Crypto Exchange

Thu, 27 Jun 2019 12:47:03 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Alex Wearn, the Co-Founder & CEO of IDEX.

This is a very interesting episode as we discuss how IDEX, a sleeping giant, grew to become the largest decentralized exchange and smart contract on Ethereum.

We discuss competition with other DEXs, centralized exchanges like Binance and Coinbase and hybrid competition.

We also dive into IDEX’s future, discussing its two tokens; one membership token and one staking token, the future of governance on IDEX and some details on its layer-2 solution to increase throughput.

Frankly, I had no idea IDEX had this much going on, and Alex shares some extremely insightful details around the entire IDEX roadmap.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Alex on Twitter @AlexWearn

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Intro music by Chris Zabriskie

Edgeware’s Dillon Chen: Bringing Smart Contracts to Polkadot and ~$650M In Lockdrop

Tue, 25 Jun 2019 10:57:10 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Dillon Chen of Commonwealth Labs to discuss Edgeware.

As a reminder Polkadot is an interoperability platform which is set to launch in a few months, and Edgeware’s goal to bring smart contracts to Polkadot itself.

This would bring smart contract functionality to polkadot, and allow it to compete with Ethereum, Tezos, EOS and other smart contract platforms.

Edgeware is currently running an innovative alternative to a raise, known as a lockdrop. Instead of raising money from investors, Edgeware is allowing holders of Ether to lock their ETH up and receive Edgeware tokens in the future or to signal their intent to back the project, without locking to earn edgeware tokens. This is a really innovative approach to not only garner a large potential stakeholder base which is critical for a project's success, but also to increase the value of Edgeware’s future treasury without raising money from investors.

Currently there is 881k ETH locked and 1.2M ETH signaled, or $273M and $372M in value respectively.

Edgeware is a high profile project, and this is hopefully the most in-depth discussion to date on Edgeware with a ton of great color on Polkadot as well.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Dillon on Twitter @dillchen

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Intro music by Chris Zabriskie

DARMA Capital’s Andrew Keys and James Slazas: $100M Ether Fund Launches - Largest of 2019

Wed, 19 Jun 2019 10:52:27 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Andrew Keys and James Slazas of DARMA Capital to discuss DARMA's $100M Ether Fund.

This episode was recorded on the day of Andrew’s announcement that he was was joining DARMA, after an impactful career at ConsenSys.

DARMA's flagship fund is a $100M Ether optimized long strategy with $100M under management, which is sizeable for the space.

On this episode we go into the strategy, both James and Andrew’s careers, their results, goals and so much more. The brain power between James and Andrew is remarkable.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Andrew on Twitter @AndrewDARMACAP
Follow James on Twitter @DARMA_Slazas

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Intro music by Chris Zabriskie

Blockstack’s Muneeb Ali: Building A Decentralized AWS To Host A Potential Facebook Killer

Mon, 17 Jun 2019 10:20:00 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Muneeb Ali the CEO and Cofounder of Blockstack PBC.

Blockstack is a high profile project in the space, with the goal of creating a decentralized computing network and app ecosystem.

To differentiate this episode vs other podcasts, I wanted to focus on Blockstacks’ end goals - being potentially creating a new decentralized version of Amazon Web Services which hosts basically the worlds business and consumer workloads and apps.

Creating this platform could in turn host a viral app on top of it, such as a facebook killer.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION

Follow Tom on Twitter @Shaughnessy119
Follow Muneeb on Twitter @muneeb

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Intro music by Chris Zabriskie

Decred’s Co-Founder Jake Yocom-Piatt: Governance-First Crypto Aims to Challenge Bitcoin

Sat, 08 Jun 2019 14:02:37 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jake Yocom-Piatt, an original co-founder of the cryptocurrency Decred.

It's incredible to speak with Jake and learn about how he built Decred with its anonymous co-founders, all of their struggles and success and where the crypto is going.

We go into Decred’s hybrid consensus mechanism, its on-chain treasury, easy voting on consensus changes and the use of the treasury through the wallet decredition and so much more.

While Decred is a smaller crypto $250M market cap, but Jake explains why he believes Decred is not only competitive to BTC but could over take it.

Follow Tom on Twitter @Shaughnessy119
Follow Jake on Twitter @behindtext

Disclosure: Tom Shaughnessy owns tokens in BTC, ETH, DCR, MKR, XTZ and Loom. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Delphi Digital was not compensated by any party for this podcast episode other than Podbean's advertisers. This content is strictly informational and is not a solicitation to buy or sell any security or token.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Noblebridge’s Tyrone V. Ross: Crypto Wealth Management

Mon, 03 Jun 2019 10:07:26 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Tyrone V. Ross Jr, a managing partner at Noble Bridge Wealth Management.

The long story short is Tyrone is the crypto wealth manager of the future. Tyrone has decided to differentiate his practice by offering his wealth management services to the general public, unlike the majority of wealth managers and financial advisors who not only won’t help or touch crypto assets, but frankly most are not up to speed on the space.

It’s great to hear Tyrone’s journey, his unreal energy, and how he helps clients across the spectrum with their crypto assets. While normal routines like crypto custody, buying/selling, and what to do in certain situations is easy for crypto natives to understand, Tyrone is serving the needs of the wider population outside of the crypto echo chamber. We need to educate and help the global population who are not crypto native get involved with crypto, and thats what Tyrone is doing every day.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION.

Follow Tom on Twitter @Shaughnessy119
Follow Tyrone on Twitter @TR401

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Enigma’s Tor Bair: Disrupting Facebook and Solving Privacy for Web 3.0

Tue, 28 May 2019 10:17:04 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Tor Bair, Head Of Growth at Enigma.

For those new to Enigma it is described as a decentralized secure computation protocol, where “secret nodes” in the network perform computations over encrypted data. Enigma brings privacy to any kind of computation - not just transactions.

Our conversation covers the desire for privacy despite consumers being ok giving away their data for free, if the incumbents (facebook/google can be displaced) and the entire mission of Enigma, an overview of how the protocol works and what Enigma offers.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION.

Follow Tom on Twitter @Shaughnessy119
Follow Joe on Twitter @TorBair

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

ConsenSys’ Joe Lubin: Ethereum’s Competition Isn’t Even Close

Mon, 06 May 2019 09:33:44 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Joe Lubin the co-founder of Ethereum and thee founder of ConsenSys.

For those new to the space, ConsenSys is a global blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world. ConsenSys has over 50 spokes building on Ethereum ranging from infrastructure like Infura and Metamask to platforms and applications like OpenLaw and Airswap.

After having numerous guests on the podcast from ConsenSys, from Gregory Rocco to Andrew Keys and others, it was excellent to have Joe on to explain his take on the space.

We cover the goals of blockchain, Ethereum’s competition and its future under Serenity, the past, present and future of ConsenSys and so much more.

Joe is by far one of the most plugged in people to the space, as such this was a very insightful conversation.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION.

Follow Tom on Twitter @Shaughnessy119
Follow Joe on Twitter @ethereumJoseph

Photo Credit Zaza Weissgerber

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Evan Feng: From Citadel and Point72 To Founding Tapestry Capital

Thu, 02 May 2019 09:00:00 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Even Feng, the Founder and CIO of Tapestry Capital.

I wanted to have Evan on since he has a storied career in finance and incredible insight given his positions with Barclays’ investment banking department to Citadel and then to Point 72 before creating tapestry capital.

Evan is able to link the legacy financial world, with Crypto, and he able to explain the differences between the two worlds.

We close as Evan describes Tapestry capital, how he plans to differentiate, and so much more.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION.

Follow Tom on Twitter @Shaughnessy119
Follow Evan on Twitter @EvanTheFeng
Visit Tapestry Capital

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Vision Hill Group’s Scott Army: Digital Asset Management of the Future

Mon, 29 Apr 2019 08:49:00 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Scott Army, the Founder and CEO of Vision Hill Group.

While institutions are starting to warm up to crypto today, Scott began work on his Crypto fund of funds years ago, and its first strategy successfully launched over 6 months ago. Since then, Scott is growing Vision Hill into a full service Crypto company focused on adding new strategies, providing research and advisory services as well.

Scott has unparalleled insight into the crypto fund scene since Vision Hill is conducting extensive research into these managers, and the data they are compiling is also massive

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION.

Follow Tom on Twitter @Shaughnessy119
Follow Scott on Twitter @scottarmy_

Disclosure: Tom Shaughnessy owns tokens in BTC, ETH, DCR, MKR, and XTZ. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Delphi Digital was not compensated by any party for this podcast episode other than Podbean's advertisers. This content is strictly informational and is not a solicitation to buy or sell any security or token.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

CoinList’s Andy Bromberg: The Future of Funding and Community-Building In The Crypto Space

Fri, 12 Apr 2019 09:22:15 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Andy Bromberg, the Co-Founder and President of CoinList.

Andy is one of the most insightful guests I’ve had on, his ability to distill everything happening in crypto into digestable and understandable pieces is remarkable.

On this episode we covered so much, including the future of funding, developer focused community building, a complete rundown on CoinList, and how CoinList only accepts 0.02% of the projects it is approached by. We also discussed governance, competition and regulations.

To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code ChainReaction.

Follow Tom on Twitter @Shaughnessy119
Follow Andy on Twitter @andy_bromberg

Disclosure: Tom Shaughnessy owns tokens in ETH, DCR, MKR, and BTC. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Delphi Digital was not compensated by any party for this podcast episode other than Podbean's advertisers. This content is strictly informational and is not a solicitation to buy or sell any security or token.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

ConsenSys’ Ajit Tripathi - ICOs, STOs and Institutional Digital Assets: How Tokens are Digitizing Financial Markets

Tue, 09 Apr 2019 10:11:03 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Ajit Tripathi, a partner at ConsenSys focused on the solutions segment. We cover how tokens will invade enterprises in full force, building liquid and efficient private markets through tokenization, the benefits to various market participants and so much more.

To access all of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up now.

Follow Tom on Twitter @Shaughnessy119
Follow Ajit on Twitter @chainyoda

Disclosure: Tom Shaughnessy owns tokens in ETH, DCR, MKR, ZRX and HYDRO. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Delphi Digital was not compensated by any party for this podcast episode other than Podbean's advertisers. This content is strictly informational and is not a solicitation to buy or sell any security or token.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Cent’s Max Brody and Cameron Hejazi: The Social Income Network

Tue, 26 Mar 2019 10:00:30 -0400

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by CENT's co-founder's Cameron Hejazi to hear the story of two relentless co-founders and their vision to create a new social income network. The conversation covers the current CENT platform, how users are earning money seeding, why the two co-founders built on Ethereum, and so much more.

To access all of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up now.

Follow Tom on Twitter @Shaughnessy119
Follow Max on Twitter @maxbrody
Follow Cameron on Twitter @chejazi

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Storecoin’s Chris and Rag: On A Radically New Zero-Fee, P2P Cloud Computing Platform

Thu, 21 Mar 2019 11:48:49 -0400

In this episode, Host Tom Shaughnessy of Delphi Digital (www.DelphiDigital.io) is joined by Chris McCoy the co-founder of Storecoin and co-founder and CTO Rag Bhagavatha. The conversation covers the new settlements platform layer Storecoin is building and the co-founder's goals of also building a cloud layer on-top of this layer. Its a differentiated and novel episode and worth a listen.

To ensure you’re able to submit questions moving forward and receive our analysts calls like clock-work, visit DelphiDigital.io on your device and sign up now.

Follow Tom on Twitter @Shaughnessy119
Follow Chris on Twitter @chrisamccoy
Follow Storecoin on Twitter @storecoin

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Delphi Digital’s March Analyst Call - Ethereum, Enjin and Our Short Term Bitcoin Outlook

Tue, 19 Mar 2019 09:00:00 -0400

In this special episode, the entire Delphi Digital (www.DelphiDigital.io) analyst team shares our monthly analyst call, which is usually for institutional clients only. We dive into our massive Ethereum report, an update on Enjin which we released, a breakdown of smart contract competition following the launch of Cosmos and so much more. This call happens monthly for our institutional clients, will be for members only moving forward, and includes all 5 analysts at Delphi Digital; Tom Shaughnessy, Kevin Kelly, Yan Liberman, Anil Lulla, and Medio Demarco.

To ensure you’re able to submit questions moving forward and receive our analysts calls like clock-work, visit DelphiDigital.io on your device and sign up now.

Follow Tom on Twitter @Shaughnessy119
Follow Kevin on Twitter @Kevin_Kelly_II
Follow Yan on Twitter @YanLiberman
Follow Anil on Twitter @anildelphi
Follow Medio on Twitter @mediodelphi

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

BlockFi’s Zac Prince: Building A Fintech Platform For The Crypto Market

Mon, 11 Mar 2019 10:55:15 -0400

Host Tom Shaughnessy of Delphi Digital (www.DelphiDigital.io) is joined by Zac Prince, The Co-Founder and CEO of BlockFi. BlockFi provides basic financial products in the blockchain ecosystem including high-interest crypto accounts and low cost credit products to clients globally.

Follow Tom on Twitter @Shaughnessy119
Follow Zac on Twitter @BlockFiZac

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Max Bronstein from Dharma: #DeFi and The Importance of Debt Markets In Crypto

Fri, 01 Mar 2019 07:00:00 -0500

Host Tom Shaughnessy of Delphi Digital (www.DelphiDigital.io) is joined by Max Bronstein of the Dharma Protocol. Dharma enables users to instantly borrow and lend crypto-assets in high volume. This is a two-part DeFi series, stay tuned for part 2 next week.

Follow Tom on Twitter @Shaughnessy119
Follow Max on Twitter @max_bronstein

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Crypto Roundtable: Tom Shaughnessy, Gregory Rocco, Tanner Hoban and Sam Corso

Mon, 25 Feb 2019 09:38:43 -0500

Host Tom Shaughnessy of Delphi Digital (www.DelphiDigital.io) is joined by Gregory Rocco of ConsenSys' Alpine group. Tanner Hoban of ConsenSys Digital securities and Sam Corso who runs Techsuite.io and is an advisor to Delphi digital.

Follow Tom on Twitter @Shaughnessy119
Follow Rocco on Twitter @Obstropolos
Follow Tanner on Twitter @tehoban1
Follow Sam on Twitter @samc621

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Nathaniel Whittemore: The Storyteller Is King In The Land of Crypto Sentiment

Mon, 18 Feb 2019 12:34:47 -0500

Host Tom Shaughnessy of Delphi Digital (www.DelphiDigital.io) is joined by Nathaniel Whittemore

Nathaniel is in my opinion not only the best story-teller in the space, but has the best ability at synthesizing down the intent and goal of projects into digestible and understandable words. If someone was explaining rocket science I would want it to be Nathaniel.

Follow Tom on Twitter @Shaughnessy119
Follow Nathaniel on Twitter @nlw

Disclosure: Tom Shaughnessy owns tokens in ETH, DCR, MKR, ZRX, HYDRO, and GLA. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Delphi Digital was not compensated by any party for this podcast episode other than Podbean's advertisers. This content is strictly informational.

Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

Jack Platts: Web3, Polkadot and The Promise Of Interoperability

Mon, 11 Feb 2019 06:30:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research (www.51pct.io) is joined by the Web3 Foundation's Jack Platts.

Jack covers the Web3 foundation; and we focus the majority of the conversation on Polkadot which is connected to Web3. Polkadot is a major interoperability protocol set to launch and we cover the mechanics of the protocol, security, parachains, competition (Cosmos, Ethereum et al) and so much more.

Follow Tom on Twitter @Shaughnessy119
Follow Jack on Twitter @web3jp

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, DCR, MKR, ZRX, HYDRO, and GLA. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. 51percent was not compensated by any party for this podcast episode. Tom has no investment stake in Parity. This content is strictly informational.

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

TokenSoft’s CEO Mason Borda: Blockchain Technology Enabling a 24/7 and Global Digital Security Market

Mon, 04 Feb 2019 06:00:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research (www.51pct.io) is joined by Tokensoft's co-founder and CEO Mason Borda

TokenSoft enables small businesses, enterprises, and financial institutions to meet compliance requirements at issuance, distribution or exchange.

This is a great episode as we have already had on numerous STO companies, so Tokensoft rounds out our STO coverage!

Follow Tom on Twitter @Shaughnessy119
Follow Mason on Twitter @masonic_tweets

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, MKR, ZRX, HYDRO, CVC, DCR, POLY and GLA. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. 51percent was not compensated by any party for this podcast episode. Tom has no investment stake in Parity. This content is strictly informational.

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

Zilliqa’s CEO Xinshu Dong: Ready, Set, Mainnet

Mon, 28 Jan 2019 06:00:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research (www.51pct.io) is joined by Zilliqa's CEO Xinshu Dong.

Zilliqa is branded as the scalable blockchain for high throughput consensus computing. The project has gotten a lot of buzz and is set to launch its mainnet this week, so this is a very timely episode.

Follow Tom on Twitter @Shaughnessy119
Follow Xinshu on Twitter @xinshudong

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

Spartan Group’s Jason Choi: An Insider’s Take On The Asia Crypto Scene

Thu, 24 Jan 2019 07:00:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research (51pct.io) is joined by Spartan Group's Jason Choi, for An for an Insider’s Take On The Asia Crypto Scene.

Jason gives us the entire low down on the crypto scene in Asia. He informs us on the differences vs the West on crypto funds’ involvement in governance, their investment focus, and an insightful look into the entire scene.

Follow Tom on Twitter @Shaughnessy119
Follow Jason on Twitter @mrjasonchoi

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Spartan Capital Disclosures: For full disclosure, at the time of this podcast recording, Spartan Capital has a small exposure to Ziliqa, which is mentioned briefly in the episode. Spartan has a negligible position (

Noah Pierau on Blockchain Governance: Decred, Bitcoin, Dash, Ethereum

Mon, 21 Jan 2019 05:00:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research is joined by Noah Pierau, a governance researcher and community manager at cryptocurrency Decred.

Following 51pct.io's research report on Decred, Noah joins Tom to discuss everything Decred and its innovative apporach to governance through a hybrid PoW/PoS system and its approach to solving on-going funding through a treasury. This conversation is a must-listen for anyone interested in Decred, Governance and the future of decision making in the crypto sphere.

Listeners can use coupon code "Fifty" on 51pct.io for 50% off a retail membership

Relevant Posts

Decred: Governance and Funding Reimagined

----more----

Follow Tom on Twitter @Shaughnessy119
Follow Noah on Twitter @NoahPierau

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Blocknet’s Arlyn Culwick: Interoperability and the Race To Connect Crypto (Blocknet, Cosmos, Polkadot)

Mon, 14 Jan 2019 07:00:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research is joined by Arlyn Culwick, the co-founder of Blocknet.

The conversation covers interoperability in crypto, the various players (Blocknet, Cosmos, Polkadot), the state of the market, the benefits of interoperability and what the future holds.

Listeners can use coupon code "Fifty" on 51pct.io for 50% off a retail membership

Relevant Posts

Dfinity: Cloud Three Point Oh?

Privacy Coin War: Short-Term Monero and Long-Term Zcash With Grin/Beam As Wild Cards

----more----

Follow Tom on Twitter @Shaughnessy119
Follow Arlyn on Twitter @arlynculwick
Follow Beam on Twitter @The_Blocknet

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Beam Privacy’s Beni Issembert: Mainnet Launch Takeaways

Fri, 11 Jan 2019 09:31:35 -0500

Host Tom Shaughnessy of 51percent Crypto Research is joined by Beni Issembert, the CMO at Beam Privacy.

Beam is a privacy coin, based on the MimbleWimble protocol that just launched on the first week of January. Our conversation is not technically focused but is an impromptu one focused on the key takeaways on Beam following its launch.

We covered Beam, Grin, Zcash and Monero in-depth in our latest privacy coin report.

Relevant Posts

Privacy Coin War: Short-Term Monero and Long-Term Zcash With Grin/Beam As Wild Cards

----more----

Follow Tom on Twitter @Shaughnessy119
Follow Beni on Twitter @beni1977
Follow Beam on Twitter @beamprivacy

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Hedera Hashgraph’s Mance Harmon: Mainnet Launch, A $6B Valuation and A Radically New Consensus Mechanism

Tue, 08 Jan 2019 05:59:00 -0500

Host Tom Shaughnessy of 51percent Crypto Research is joined by Mance Harmon the CEO and Co-Founder of Hedera Hashgraph for the most in-depth dive into the project to date.

For those who don’t know, Hedera Hashgraph is a public distributed ledger for building decentralized applications.

The project has gained a lot of interest and has raised $124M at a $6B valuation.

Our conversation covers the dynamics of the platform, an update on their mainnet launch, governance in Hedera and where the project fits into the ever-growing world of crypto.

Relevant Posts

----more----

Follow Tom on Twitter @Shaughnessy119
Follow Mance on Twitter @ManceHarmon
Follow Hedera on Twitter @hashgraph

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, MKR, ZRX, HYDRO, CVC, POLY and GLA. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. 51percent was not compensated by any party for this podcast episode. Tom has no investment stake in Parity. This content is strictly informational.

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Securitize’s Carlos Domingo: Why The Market for Security Tokens Will Increase 10x in 2019

Sun, 23 Dec 2018 10:13:48 -0500

Host Tom Shaughnessy of 51pct.io is joined by Carlos Domingo who is the Founder and Managing Partner at SPiCE VC and Founder and CEO at Securitize.

Our conversation covers security tokens, securitize, and why Carlos believes the security token market across all of its metrics will increase by 10 times in 2019.

We discuss the competitive landscape, and Carlos provides information on the competitive landscape for security token platforms since we now have so many today.

Carlos unloads a ton of great information on virtually every aspect of the security token market, securitize, and the future of crypto.

Relevant Posts

----more----

Follow Tom on Twitter @Shaughnessy119
Follow Carlos on Twitter @carlosdomingo
Follow Securitize on Twitter @securitize_io

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Parity’s Afri Schoedon: Clients, Serenity, Görli and Private Blockchains

Tue, 18 Dec 2018 07:00:00 -0500

Host Tom Shaughnessy of 51pct.io is joined by Afri Schoedon of Parity for a wide-ranging discussion that includes an overview of Parity's Ethereum Client, Ethereum's Serenity upgrade, Parity's new Görli testnet, the use case for private blockchains and more.

Afri shares a ton of invaluable information and is on the front lines of Ethereum, making this a must listen to episode.

Relevant Posts

----more----

Follow Tom on Twitter @Shaughnessy119

Follow Afri on Twitter: @5chdn

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Tezos’ Jacob Arluck: The Future of Governance

Thu, 13 Dec 2018 05:36:00 -0500

Host Tom Shaughnessy of 51pct.io is joined by Jacob Arluck, a governance research at Tezos. This is a timely episode since governance is becoming more and more important given recent events with Bitcoin Cash, Ethereum and of course with Tezos itself over the long term.

Jacob gives us a complete rundown on how the innovative governance structure at Tezos works and compares it to Ethereum and Bitcoin. The discussion includes the importance of governance at the base blockchain layer, how this effects everything built on top (applications) and the problems with a bad governance structure.

Relevant Posts:

----more----

Follow Tom on Twitter @Shaughnessy119

Follow Jacob on Twitter: @JacobArluck

Jacob's post on Tezos' Amendment Process

Tezos' Website

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Alpine’s Rocco and Jacob: Creative Token Destruction and Evolution

Thu, 06 Dec 2018 05:45:00 -0500

Host Tom Shaughnessy of 51pct.io is joined by Gregory Rocco and Jacob Blish, two token designers and engineers as ConsenSys' Alpine Spoke. The conversation covers everything from the use cases and design of utility tokens, to designing for governance and positive incentives and even token doomsday scenarios.

Topics covered include

How the two design tokens for crypto projects
How to decide which projects actually need a token
The use cases of tokens (payments, voting, work, and representative) tokens.
Why we don't need so many utility tokens, we can just use Ethereum.
Convincing enterprises why shared infrastructure through token usage is the future, and convincing them how to use work tokens.
Why Brave doesn't need its BAT token
0x Project and MakerDAO token dynamics
The idea of futility tokens, and how projects that issued tokens that don't need them will pivot.
designing tokens that offer real foundational governance
How to design token governance the right way
Doomsday scenarios; how changes to the base protocol of blockchains can negatively impact all of the decentralized applications and smart contracts built on top of it.
We also detail Rocco's posts; The Death of Decentralization (the buzzword).
How to design for decentralization
Debating whether a project having a centralized leader is a good thing or a bad thing
How to handle token voting.

----more----

Follow Tom on Twitter @Shaughnessy119

Follow Rocco on Twitter @Obstropolos

Follow Jacob on Twitter @chaingenius

ConsenSys' Website

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

PegaSys: Daniel and Faisal On The Future of Enterprise Ethereum

Tue, 04 Dec 2018 05:30:00 -0500

Host Tom Shaughnessy of 51pct.io is joined by the PegaSys team, a spoke of ConsenSys focused on building Ethereum tech for the public-chain community and leading enterprises. The 50 person team is one of ConsenSys' largest teams.

Tom is joined by Daniel Heyman a co-founder of PegaSys and Program Director and Faisal Khan whose role is Strategy and Business development at PegaSys.

The conversation spans

The use case for enterprise/private blockchains
What PegaSys does, and its goals.
The release of Pantheon Core and why this client is catered towards enterprises.
The future release of Enterprise Alpha and what this means for the space.
The interaction between private blockchains and the main Ethereum chain
The use cases for private blockchains.
The pain points the PegaSys team has faced and how the team overcame them
The future of Ethereum with Serenity.

----more----

Follow Tom on Twitter @Shaughnessy119

Follow PegaSys on Twitter @PegaSysEng

Follow Daniel on Twitter @HeymanDaniel

Follow Faisal on Twitter @fkhan11

PegaSys Website

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Kevin Werbach: The Blockchain and the New Architecture of Trust

Fri, 30 Nov 2018 06:00:00 -0500

Host Tom Shaughnessy of 51percent is joined by Kevin Werbach to discuss his newly released book, "The Blockchain and the New Architecture of Trust".

About Kevin: Kevin Werbach is Professor of Legal Studies and Business Ethics at the Wharton School of the University of Pennsylvania. Founder of the technology consulting firm Supernova Group, he has advised the FCC and Department of Commerce on communication policy.

----more----

Follow Tom on Twitter @Shaughnessy119

Follow Kevin on Twitter @kwerb

Purchase Kevin's Book: The Blockchain and the New Architecture of Trust

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, MKR, ZRX, HYDRO, CVC, POLY and GLA. Tom does not own tokens in EOS. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. 51percent was not compensated by any party for this podcast episode.

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Zak, Nate and Daniel: Three Months of Heavy Analysis Unearthed Serious Issues With EOS

Tue, 27 Nov 2018 05:45:00 -0500

Today on the podcast, the Whiteblock Team joins host Tom Shaughnessy of 51percent to discuss their widely circulated technical research report titled; "EOS: An Architectural, Performance, and Economic Analysis Paper". Tom is joined by Zak Cole the CTO of Whiteblock, Nate Blakely a systems developer at Whiteblock and Daniel Choi a blockchain developer at Whiteblock.

Why the actual throughput or tx/s of EOS falls short of what is marketed or promised.
EOS can only handle a few dozen tx/s not 5,000 to 10,000 tx/s.
The issues with having 21 block producers, and the formation of cartels.
The results of the team's three-month analysis of EOS, which comprised thousands of hours.
The issues with voting on EOS and why fixing the constitution cant fix the current problems.
The problems with Bandwidth and Log Storage (Disk), Computation and Computational Backlog (CPU) and Storage (RAM) on EOS.
Could Block One act against EOS or is the fact that we have to trust that they wont against EOS the real issue?

----more----

51percent's Reports on Tezos and MakerDAO

Follow Tom on Twitter @Shaughnessy119

EOS: An Architectural, Performance, and Economic Analysis Paper

Follow Zak on Twitter @0xzak

Follow Nate on Linkedin

Follow Daniel on Linkedin

Follow Whiteblock on Twitter @whiteblockio

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Scott Andersen: A Former Prosecutors Take On The Legality of Crypto, ICO’s Returning Funds, and SEC Enforcement Actions

Wed, 21 Nov 2018 10:35:43 -0500

On this episode host Tom Shaughnessy is joined by Scott Andersen, a principal at Finlawyer.com and a former prosecutor at FINRA. In this episode the two discuss everything legal ranging from ICOs to the future of the space

The legality of ICOs
Etherdetla, Paragon and Airfox enforcement actions
The legality of security tokens and exchanges
Will all ICOs have to return investor money
How the SEC is positioning in the space
The BAKKT Delay
ETF timing and impact
Much, much more.

----more----

51percent's Reports on Tezos and MakerDAO

Follow Tom on Twitter @Shaughnessy119

Scott's Company Website

Scott's 2016 Post

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Eric Olszewski and José Macedo: Ethereum’s Fat Protocol Thesis and Why Crypto Hasn’t Bottomed

Mon, 19 Nov 2018 10:57:36 -0500

Eric Olszewskii and Jose Macedo join host Tom Shaughnessy to discuss Ethereum’s fat protocol thesis following Jose’s post on the topic. We also go into depth on everything Ethereum with Serenity, scalability, store of values, future use cases and why ETH prices haven’t yet bottomed.

Our conversation also dives into Ethereum's competition, ranging from Bitcoin, NEO, EOS, Litecoin and Tezos.

----more----

51percent's Reports on Tezos and MakerDAO

Follow Tom on Twitter @Shaughnessy119

Follow Eric on Twitter @hrdwrknvrstps

Follow Jose on Twitter @ZeMariaMacedo

Jose's Post on Ethereum's Fat Protocol Thesis

AmaZix Company Website

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

John Quinn: How StorJ Is Battling Cloud Competitors (AWS/Azure) and Decentralized Peers (Filecoin, Sia, Maidsafe)

Mon, 12 Nov 2018 12:05:06 -0500

John Quinn, the Co-founder and Chief Revenue Officer at StorJ joins host Tom Shaughnessy to discuss the decentralized storage provider.

----more----

Decentralized (StorJ, Sia, Filecoin, Maidsafe) vs Centralized storage providers (AWS, Azure)
How StorJ is more focused on competing with centralized cloud providers over its decentralized peers.
What's new in the comprehensive StorJ Version 3.0 White Paper (90+ pages).
How the StorJ platform works, metrics so far (100 petabytes stored globally).
StorJ's token dynamics.
Why decentralized storage is needed since mass data can not be stored on-chain.
What the future holds for decentralized storage and StorJ
StorJ's timeline (2Q18 full launch for V3)
Why uptime for nodes on StorJ is more important than bandwidth speed or storage capacity.

----more----

Follow StorJ on Twitter @storjproject

Follow John on Twitter @StorjQ

StorJ V3 Whitepaper

StorJ Blog on Security and Encryption

Follow Tom on Twitter @Shaughnessy119

----more----

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, MKR, ZRX, HYDRO, CVC, POLY and GLA and has no stake in StorJ. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. 51percent a----more----

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Alexander and Illia: Discussing Ethereum’s Serenity and The Near Protocol

Fri, 09 Nov 2018 06:01:00 -0500

Following Alexander's post comparing the differences between Ethereum's Serenity with Near Protocol, we decided to dive into the platform with the founders (Alexander Skidanov and Illia Polosukhin). The Near Protocol is a new project, and one of our goals is to find these projects first and educate our listeners on them.

We discuss Ethereum’s plan forSerenity (Sharding and Casper), why the Near team believes this release is not a 2020 event but likely 5 years or more away and why the Near Protocol can win first.

We are all well aware of the wide array of Ethereum competitors that have come and gone, and the competition from other public chains like Tezos, EOS, etc. Although, having these conversations are invaluable since 1) you learn the criticisms of the major platforms from outside teams, 2) You could potentially find the next big idea and 3) you keep an open mind on other ways to build these projects.

----more----

Follow Alexander on Twitter @AlexSkidanov

Follow Illia on Twitter @ilblackdragon

Follow Tom on Twitter @Shaughnessy119

Near Protocol Website

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH and has no stake in the Near Protocol. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. No party compensated Tom Shaughnessy or 51percent Crypto Research for this podcast.

----more----

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

----more----

Emin Gün Sirer – Building Crypto 3.0

Wed, 07 Nov 2018 06:00:00 -0500

Host Tom Shaughnessy welcomes on a very special guest, Emin Gün Sirer, for a far-reaching and extremely engaging crypto discussion.

The conversation covers Emin's view on the problems current blockchains (Bitcoin, Ethereum, EOS) face and how he is addressing them with his radical new blockchain platform; Ava.

The discussion covers the latest on Ava, the future of crypto and Emin's thoughts on numerous pressing issues the space faces.

If you enjoy the episode, please rate and share it.

Follow Emin on Twitter @el33th4xor

Follow Tom on Twitter @Shaughnessy119

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH and does not own tokens in XRP and has no investment stake in Ripple. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. No party compensated Tom Shaughnessy or 51percent Crypto Research for this podcast.

Advertisers: To advertise on this podcast, email Tom@51pct.io

Potential Guests: If you're interested in appearing on the podcast, email Tom@51pct.io

Wietse Wind: An Unbiased Conversation On XRP The Cryptocurrency Beyond Ripple The Company

Fri, 02 Nov 2018 09:04:53 -0400

With all of the media's attention on Ripple, Wietse Wind joins Tom Shaughnessy to discuss building on XRP (the cryptocurrency) beyond Ripple (the company)

Wietse has significant experience here as he has built the XRPTipBot which allows users of social media sites (Twitter) to send XRP while staying on the site. So far the tipbot has handled $50K in volume and the site has had 30k+ unique visitors.

Ripple and XRP are not without their red flags, as we have discussed, but this conversation is meant to be an unbiased conversation on building on XRP outside of Ripple the company.

Follow Wieste on Twitter @WietseWind

Follow Tom on Twitter @Shaughnessy119

Our Research Report on Ripple and XRP

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Access our research report on Ripple and XRP Below

Ripple Deep Dive: A 2 Basis Point Improvement Isn’t Worth a $45B XRP Valuation

Mike Kane: Hydrogen Is Building The Infrastructure For The New Ecosystem of Crypto Financial Applications

Wed, 31 Oct 2018 08:00:00 -0400

Mike Kane, the co-founder and CEO of Hydrogen joins us to discuss how the platform company is enabling the next generation of financial applications.

Hydrogen's API's and connections offer a one-stop-shop bringing together all of the pieces needed to build an application (identity, documents, authentication, AI, payments) versus integrating numerous different companies for each piece (i.e. Civic for identity then Docusign for documents).

Hydrogen is building on the Ethereum blockchain but also has its own blockchain. Listeners can learn more about Hydrogen here.

Follow on Twitter:

Add your email on 51pct.io for our MakerDAO Deep Dive

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, HYDRO and Civic. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. No party compensated Tom Shaughnessy or 51percent Crypto Research for this podcast. Tom did not purchase any HYDRO tokens, he received them from an airdrop.

Anthony Lusardi: Ethereum Classic, Dead or Alive?

Mon, 29 Oct 2018 07:45:00 -0400

Anthony Lusardi, a director of the Ethereum Classic cooperative joins us to give a full update on whether Ethereum Classic (Ticker ETC, $1B) is dead or alive, and the interplay with the larger Ethereum chain (Ticker ETH $21B).

Beyond the engaging discussion on Ethereum Classic; this episode is perfect for those looking to understand what happens to crypto communities, governance, network effects, funding and goals after a fork, and the interplay with other chains.

This is a timely Episode as we just had on Eric Conner to discuss Ethereum (ETH) just last week.

Follow on Twitter:

Add your email on 51pct.io for our MakerDAO Deep Dive

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH and has no position in ETC. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. No party compensated Tom Shaughnessy or 51percent Crypto Research for this podcast.

Eric Conner: An Ethereum Update Covering Constantinople Hard Fork, Proof of Stake, Sharding, Inflation and More

Thu, 25 Oct 2018 07:00:00 -0400

Following the delay in Ethereum's next hard fork and all of the noise going on between scaling, security, proof-of-stake and sharding (Shasper), Eric Conner joins us for the ultimate conversation into a complete Ethereum update.

We discuss why the hard fork was delayed, the future for Ethereum under proof-of-stake, throughput with sharding and what the future holds. For the first time we also take questions from Twitter.

If you want to get or stay up to speed on Ethereum, this is the epsiode to listen to.

Follow on Twitter:

Add your email on 51pct.io for our MakerDAO Deep Dive

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. No party compensated Tom Shaughnessy or 51percent Crypto Research for this podcast.

Harbor’s CEO Josh Stein: The Ultimate Deep Dive on Security Tokens

Mon, 22 Oct 2018 09:31:00 -0400

Today on the podcast we have Josh Stein, the CEO of Harbor. Harbor is one of the most well-known names in the security token world.

This episode is the most comprehensive deep dive on security tokens, and is a must listen.

The use cases of Security tokens, the benefits, and secondary trading.
How security tokens can help lower the illiquidity discount for real-world assets that runs between 40% to 60%.
Harbor vs its competitors (Polymath, Token Foundry etc)
How Harbor is looking to complement traditional financial institutions and is not looking to put them (Goldman Sachs, J.P. Morgan) out of business.
The Token Stack, and what differentiates Harbor from its competitors.
An example of what the New York Giants would look like if ownership was tokenized; collapsing giant ownership chunks into smaller $50K tokens with new rights and use cases.

Follow on Twitter:

Add your email on 51pct.io for our extensive research reports.

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH, Polymath and does not have any investment position in Harbor. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Harbor did NOT compensate Tom Shaughnessy or 51percent Crypto Research for this podcast.

MakerDAO Founder and CEO Rune Christensen - Why Dai Will Displace Stablecoin Tether

Wed, 17 Oct 2018 14:21:56 -0400

Following Tether (USDT) losing its peg to the USD and dipping to $0.92, we have the Founder and CEO of MakerDAO Rune Christensen on the podcast to discuss MakerDAO's Dai stablecoin and the MKR token.

The conversation deep dive into how the MKR system works, how Dai maintains its peg, Andreessen Horowitz's investment in MKR and the future of the system.

- Dai vs Tether; how Tether will be replaced eventually

- An update on multi-collateral Dai. There will be multiple collateral types for Dai including even security tokens.

- How other stable coins complement Dai (on-ramps, off-ramps, Dai is the bridge between other stablecoins)

- Stablecoin use cases (finance, dApps, remittances)

- How MakerDAO’s token holders are actually in control of the network today (MKR).

- Discussion on Dai’s stability mechanisms and the future ways to make Dai even more stable (Dai savings rate account adjustments)

- The game theory aligning MKR token holders with the growth of the platform and Dai.

- What a16z brings MakerDAO, their purchase of 6% of MKR tokens and their lockup period. @katie_haun

51percent's Deep Dive and Valuation Model on MakerDAO

Add your email on 51pct.io for our extensive research reports.

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH and MKR, and does not own Dai. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. MakerDAO did NOT compensate Tom Shaughnessy or 51percent Crypto Research for this podcast.

Pascal Gauthier, President of Ledger: The Future of Crypto Custody

Mon, 15 Oct 2018 08:00:00 -0400

Pascal Gauthier, President of Ledger, the provider of the popular crypto hardware wallet to update us on the future of the company. Topics include Komainu (Ledger partnered with Nomura to create a full-service institutional crypto service), Ledger Vault and the future of the company.

- Ledger has sold 1M+ hardware wallets; whats next on the roadmap and functionality.

- A discussion on Ledger Vault the institutional custodian offering; custody can unlock billions of inflows in our opinion.

- How ledger Vault differentiation vs Gemini, Coinbase, DACC, Kingdom Trust and competitors.

- Why ledger is the most secure institutional custody provider.

- Ledger’s institutional custodianship offering is competitively priced, especially in comparison to gold.

- Details on Komainu the first full custodian ready for institutional money. With Nomura. Komainu will hold the private keys.

- Ledger can easily implement updates faster than exchanges to support new cryptocurrencies

- Ledger’s future plans to support security tokens.

Add your email on 51pct.io for our extensive research reports.

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

Myles Snider of Aurora EOS: A Response To The Massive Controversy On The 5th Largest Blockchain

Thu, 11 Oct 2018 08:30:00 -0400

Today on 51percent's Institutional Podcast we have Myles Snider, the CEO of Aurora EOS a candidate block producer for EOS. Myles was also previously head of research at Multicoin Capital.

EOS has faced intense scrutiny over the past few weeks, and we take a detailed and unbiased look under the hood.

Unbiased deep dive covering everything EOS

Myles’ response to the massive controversy regarding EOS (limited nodes, vote buying, cartels, the future, renting out resources)

Will EOS solve its issues before Ethereum is able to scale with Level 2?

Can BlockOne actually deploy its $4B?

Info on EOS' 21 validators, how they can change and how 70 are compensated on standby.

Details on the resource exchange to lend out EOS for a return

How the EOS constitution cannot be enforced by code.

The beauty of on chain governance and so much more.

Add your email on 51pct.io for our extensive research reports.

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH and has no position in EOS. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

ConsenSys Capital Co-Founder Andrew Keys: The Future of Ethereum and ConsenSys

Wed, 10 Oct 2018 08:51:52 -0400

Andrew Keys, the Co-Founder of ConsenSys Capital discusses all things blockchain and the future of both ConsenSys and Crypto - a must listen to episode.

- ConsenSys Capital Overview (token Foundry, consensus digital securities, consensus ventures, Trustology, Balan3e)

-Custodianship is the main factor for institutional adoption, through Trustology.

- What types of investments ConsenSys Ventures is making (Rocket Pool, Exchanges)

- Brooklyn Project (regulatory frameworks for tokens), Civil for Journalism, focus on consumer utility tokens as software licenses.

Add your email on 51pct.io for our extensive research reports.

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

Polymath Co-Founder and CEO Trevor Koverko: The Security Token War

Thu, 04 Oct 2018 09:06:19 -0400

In the first episode of 51percent's Institutional Crypto Podcast, we have the co-founder and CEO of Polymath, Trevor Koverko. Polymath is one of the most well know and largest security token platforms, and is leading the charge to securitize potentially trillions in assets.

In this episode we dive into -

The creation of Polymath
State of security token platforms
Size of the security token market
How Trevor's mentality has changed over the years since launching Polymath, and how Polymath wants to work with institutions.
Will Polymath stay linked to Ethereum?
40+ tokens have been launched on the platform.
"The security token market will be bigger than the market for utility tokens"
There are no demand problems on attracting entities interested in doing security token offerings.
Existing banks are going to have their taxi cab moment and if they don't take us seriously, they're going to get uberized"

Add your email on 51pct.io for our extensive research reports.

51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io

Disclosure: Tom Shaughnessy owns tokens in ETH and POLY. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.