The Delphi Podcast
By The Delphi Podcast
The Delphi PodcastApr 06, 2020
Decentralization Unleashed: The Astria Approach to Rollup Sequencing
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
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
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.
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
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.
Degen Chain and L3s: What's Next
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
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.
Nous Research: Crypto x AI Masterclass, 30 Million Model Downloads, Bittensor Subnets and Launching a Matrix Style World Simulator
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.
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
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.
ETH Denver Crypto x AI Panel: Casey Caruso, Colin Gagich and Vassilis Tziokas
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
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.
Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI
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
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.
As an additional disclosure, Delphi Ventures is invested in MyShell.AI
Orkun Kilic: Technical Dive Into Citrea, Bitcoin's First Zk-Rollup
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
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.
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
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
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.
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
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
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.
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
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
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.
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)
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
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.
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
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
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. DV is an investor in Ethena.
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
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
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.
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
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
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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.
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
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
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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.
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
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
Socials
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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.
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
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
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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.
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
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
Socials
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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.
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
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
Socials
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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.
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
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
Socials
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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.
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
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
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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.
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, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
Friend(.tech) or Foe: Coinbase's Base Chain's Uptake, EVM's market share and Catalysts for the Market
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.
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Kyle Samani and Nick White: Are Modular or Monolithic Blockchains The End Game Design?
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
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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.
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?
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
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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.
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
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
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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.
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
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.
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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
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.
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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.
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
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.
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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.
Emad Mostaque: Stability AI's Open Source Models To Drive Human Potential vs OpenAI’s One Model To Rule Them All
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
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.
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.,GPUs, data, compute, intelligence, deep learning,protests, deep learning models, AGI, swarm intelligence, AI bubble,investing, business model, AI, finance, moats,AI startups, SaaS revenue, exit, Stability, Web3 chains, infrastructure, consolidation waves, CACLTVs, open side, production models.
RISC Zero’s Brian Retford: Zero Knowledge Returns Trust To The World and Interplay of ZK and AI
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.
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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.
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
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.
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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.
Jayendra Jog: Robinhood's GameStop Fiasco Inspires Sei, The Layer 1 For Trading
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.
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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.
As an additional disclosure Delphi Ventures is an investor in Sei.
Jose Macedo: Delphi Labs' Mission to Incubate the Brilliant Crypto Minds of Tomorrow
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
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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.
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
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.
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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.
Karate Kombat: Blood, Sweat, and Battle Royale – Inside the World of a Web3 Owned Fight League
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.
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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.
Additional disclosure: Delphi Ventures is an investor in Karate Combat.
The Future of Crypto Insurance With Hugh Karp and Robert Forster
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.
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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.
Sreeram Kannan: EigenLayer Is Expanding ETH’s Security to Bootstrap Future Use Cases
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.
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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.
Caitlin Long: The Regional Banking Crisis, Deposit Only Banks, and Hyperinflation in Germany
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
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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.
SEC Commissioner Peirce: Inside the SEC with Cryptomom
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.
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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.
Anatoly Yakovenko: Solana’s Endgame In the Midst of Competitive L1 and L2s
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.
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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.
Nic Carter: Operation Choke-Point 2.0’s Mission To Cut Crypto Off From The Banking Sector Is Underway
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.
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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
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
- 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.
- 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.
- GC at Delphi Ventures and Research
- Co-Founder of Delphi Digital and VC at Delphi Ventures
Follow Delphi Digital
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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.
Can Gurel and Ceteris: The Future of The Crypto On-Chain Experience Will Dwarf The Centralized World
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)
Social Links
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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.
DeFi in 2023: Building An On-Chain Binance, Speculation Primitives, DEX Beating CEXs, Ditching veTokens and Futuristic Ideas
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
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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.
Crypto Venture Capital Series Ep. 8: Santiago Santos & CMS Holdings
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.
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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
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
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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.
Is Crypto Inherently Political? w/ Stephen Palley | Full Disclosure Ep.3
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.
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- 📺 Watch Video Interviews
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- 🧠 Access Delphi'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 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
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
- 📺 Watch Video Interviews
- 💬 Follow Delphi Podcast on Twitter
- ✅ Follow Delphi Digital on Twitter
- 🧠 Access Delphi'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 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
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.
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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.