The Delphi Podcast

Join Yan Liberman and Can Gurel as they speak with Samed Düzçay, founder of Tori, a yield protocol bringing institutional-grade delta-neutral strategies on-chain. Samed shares his journey from mining Bitcoin as a child to building and exiting a successful SaaS company, eventually identifying a massive gap in the stablecoin yield market. They dive into the mechanics of the "carry trade," exploring how Tori captures spreads in emerging markets while hedging out local currency risk. Samed explains the protocol's multi-layered security approach, its real-time auditability through ZK-proofs, and how tokenization unlocks yield-enhancing "loops" that were previously impossible in traditional finance. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Yan's Twitter: @YanLiberman▸ Can's Twitter: @cannngurel▸ Sam's Twitter: @eth_nox🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digitalWatch on youtube:https://www.youtube.com/@Delphi_DigitalTimestamps00:00 — Samed’s background: From mining BTC to SaaS exits 03:00 — The yield gap: Why recycling crypto-native capital isn't enough 04:45 — Carry Trade 101: Borrowing low, lending high 06:30 — Covered Interest Parity (CIP) and why spreads still exist 09:30 — Security of the hedge: Counterparty risk and credit risk 12:30 — Tail risk scenarios: How hedged positions survive 30% currency drops 15:30 — Execution Mandates: Why Tori separates design from implementation 20:30 — The "Access Edge": Why you need an 8-9 figure balance sheet to play 23:45 — Tokenomics: The two-token model (T-R-U-S-T and receipt tokens) 26:30 — NAV Oracles vs. DEX Market Price: Preventing debt spirals 31:30 — Transparency: Real-time on-chain balance sheets via Accountable 35:30 — Unwinding scenarios: Fixed yields vs. new capital risk 41:30 — Lessons from Drift, Resolve, and AU hacks 46:30 — Stress Tests: Handling mass exits and secondary market de-pegs 50:30 — The Drawdown Protocol: Reserve funds and redemption controls 53:30 — Roadmap: Ethereum mainnet launch and auditsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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

Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vision, the physics of time-to-inclusion, and how innovations like Proprietary AMMs (PropAMMs) are redefining market making. Logan also explores the broader implications of AI, from the compounding power of Grok to the societal impact of a robot-led workforce.🎯 Key Highlights▸Analyzing the Frictionless chart showing that crypto apps on Solana are the fastest to reach $100M in revenue globally.▸ Why Logan remains bearish on the "incorrect" modular design and Layer 2 scaling solutions. ▸ How the speed of light and server location prevent current centralized exchanges from being truly global. ▸ A look at the next engineering frontier. ▸ The "crypto-native" evolution of order books that uses massive Oracle updates to eliminate stale quotes. ▸ Why Logan believes the market will split into either fully regulated exchanges or fully decentralized global engines. ▸ Why Elon Musk's Grok is positioned to be the smartest model over time. ▸ The "freaky" transition to humanoid automation and the potential for a 20-day "atom-moving" data center revolution.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Logan's Twitter: @LoganJastremski▸ Frictionless's Twitter: @FrictionlessVC🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Logan’s return to Miami & Fund 1 vs. Fund 2 thesis04:00 — The $100M revenue chart and acting on alpha08:00 — Why throughput alone isn't enough: execution as the North Star 11:00 — Solana’s parallel execution and the 2021 NFT "gas wars" 13:30 — Being "bearish decentralization" for its own sake 17:00 — The Global Exchange vs. New York physics limitations 22:00 — Multi-Leader design: 20ms inclusion and regional information 30:00 — Blockchains as the leading indicator for price discovery 34:00 — Rebuilding modern finance: efficient 24/7 global markets 38:30 — The hollowing out of regional, non-KYC exchanges 42:00 — Estimating the $20 trillion daily global trading market 45:00 — From AMMs to PropAMMs: the crypto-native order book 52:00 — Hyperliquid vs. Solana: product-led vs. engineering-led 59:00 — Retail order flow and the "payment for order flow" win-win 01:05:00 — Timeline for the multi-leader world (2027/2028) 01:11:00 — Retur

Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest online hackathons and why they chose to double down on the Solana ecosystem.They dive into the mechanics of sourcing 80,000 builders, the transition from remote to a massive in-person accelerator, and the shift from an infrastructure-focused crypto world to a new era of diverse consumer applications. From sub-3-hour marathons to "grenade" interview questions, Clay reveals what it truly takes to survive and win in the arena.🎯 Key Highlights▸The Numbers of Coliseum▸Clay shares the endurance training secrets that helped him clock a sub3-hour marathon in both Oakland and New York.▸How Coliseum distills 2,000+ global submissions down to a cohort of 10–15 elite investments.▸Why Coliseum moved from all-remote batches to a 75-desk physical hub in San Francisco.▸Why Clay believes Solana’s performance is the only viable infrastructure for the coming "application era".▸Why the Coliseum team now over-indexes on high-agency founders.▸The 15-minute "pressure test" interview used to suss out a founder’s conviction and humility.▸A new funding vehicle designed for companies launching on MetaDAO.▸A look at grand prize winners like Unruggable and Ore.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Clay's Twitter: @clayrobbins ▸ Coliseum's Twitter: ‪@Colosseum‬ 🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter:   / delphi_digital  💼 LinkedIn:   / delphi-digital  🎧 Listen onSpotify: <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbktDbjlSVHhjM2h1ejVxeHAxSFVYb2dFMFN5Z3xBQ3Jtc0tu

Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensive research and discussions with Nobel Prize-winning physicists, Nic breaks down why the "quantum threat" has moved from theoretical FUD to a material risk that the Bitcoin community is currently unprepared to face.They explore the "Q-Day" timeline, the vulnerability of Satoshi’s 2 million BTC, and the urgent need for a migration to post-quantum cryptography. Can Bitcoin’s rigid governance survive the most significant technical challenge in its history, or will sovereign nations and private firms reach the coins first?🎯 Key Highlights▸Why Nic stepped away from podcasts and TV to focus on precise technical writing.▸The 2025 Quantum Inflection: Why 2025 was a record year for quantum investment.▸The Trillion Dollar Bug Bounty: The "unsolvable" problem of Satoshi’s P2PK addresses.▸Why Bitcoin developers implemented Taproot without making it quantum-resistant.▸Defense in Depth for BTC: The technical hurdles of implementing post-quantum signature schemes and the potential for a mandatory "migration" period.▸How the U.S.–China rivalry mirrors the 1939 race for the atomic bomb.▸Applying maritime law to the potential "theft" of ancient Bitcoins by private firms like IBM or Microsoft.▸Scoring the Bitcoin core developers’ preparedness at a 1/100.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Nic Carter Twitter: @nic_carter🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter:   / delphi_digital  💼 LinkedIn:   / delphi-digital  🎧 Listen onSpotify: <a href='https://www.youtube.com/redirect?event=video_description

Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives?Halcyon Futures: https://halcyonfutures.org🎯 Key Highlights▸ Leaving VC to focus entirely on AI safety and security▸ Why Halcyon flipped the model: nonprofit first, fund second▸ Multi-layered “defense in depth” approach to AI biosecurity & cyber risk▸ The acceleration vs. safety debate — finding middle ground▸ Good Fire case: career grants into interpretability research▸ The 2×2 dilemma — speed vs. slowdown, centralization vs. decentralization▸ U.S.–China dynamics and fast takeoff scenarios▸ AI underwriting: how insurance can drive safety standards▸ Founder-market fit and mission orientation in AI startups▸ Risk, diffusion, and the uncertain path to AGI💡 Subscribe for more crypto & infrastructure insights! 🔔🧠 Follow the Alpha▸ Mike's Twitter: @MikeMcCormick_▸ Halcyon's Twitter: @HalcyonFutures🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Mike’s background & pivot to AI safety03:00 — The realization: AGI could change everything05:00 — Why VC wasn’t enough to solve the problem06:00 — Halcyon’s hybrid model and early mission08:00 — AI security concerns: misuse, bio, and control12:00 — Defense in depth: pre-training → deployment15:00 — The creativity vs. restriction trade-off17:30 — Pause AI vs. Build Baby Build20:00 — Speed vs. centralization: the 2×2 framework24:00 — Good Fire: career grants & interpretability27:00 — Writing to neurons: alignment and insight30:00 — How insurance markets can enforce safety36:00 — Mission-driven founders & conviction filters44:00 — Geopolitical race: U.S., China, and compute50:00 — Diffusion limits, adoption, and ener

Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce build times from seven months to just days, Enso is positioning itself as the Unity engine for Web3.Enso: https://www.enso.build🎯 Key Highlights▸ Connor's nine-year journey from writing Solidity in Mist Wallet to building crypto infrastructure▸ How Enso powered Berachain's $3.1 billion DeFi launch behind the scenes▸ Reducing developer build times from 7 months to 1.5 days through abstraction▸ Why crypto needs more apps (4,800) than blockchains (1,000+) for mass adoption▸ The "fat engine thesis" - how abstraction layers will control blockchain routing▸ Enso's upcoming network model: action providers, grafters, and validators▸ The "Enso Drop" - accessing 370+ potential airdrops through network participation▸ Security through simulation: 4ms response times vs industry standard 2.6 seconds▸ Chain abstraction vs. application abstraction: the real path to user adoption▸ Why product beats paper in crypto's current critical juncture💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Connor's Twitter: @connor_enso▸ Enso's Twitter: @EnsoBuild🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Intro: Connor Howe, Enso co-founder01:15 — Nine years building in crypto: from Bitcoin to Ethereum03:00 — Early DeFi development challenges and the birth of Enso05:00 — Chain abstraction vs. application abstraction philosophy08:30 — Serving 8% of Web3's developer mindshare (2,250+ developers)11:00 — Berachain's $3.1B launch: Enso's behind-the-scenes role13:15 — AI agents, automation, and new use cases emerging15:00 — Reducing build times: from 7 months to 1.5 days case study17:30 — Security through simulation: 4ms response times21:30 — Why we need products people actually want to use23:

Join Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market.DoubleZero: https://doublezero.xyz🎯 Key Highlights▸ The internet bottleneck: why high-performance blockchains are hitting infrastructure limits▸ Building a parallel internet with dedicated fiber, FPGAs, and multicast technology▸ Proof of utility: weaponizing greed and capitalism for positive-sum network outcomes▸ 16% of Solana network already running on testnet despite limited infrastructure▸ Technical deep-dive: signature verification, packet deduplication, and jitter reduction▸ Token economics and bandwidth contribution models vs traditional staking▸ Long-term vision: replacing IP addresses with public-private key routing💡 Subscribe for more crypto & infrastructure insights! 🔔🧠 Follow the Alpha▸ Austin's Twitter: @Austin_Federa▸ DoubleZero's Twitter: @doublezero🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Intro: Austin Federa and the internet bottleneck problem02:00 — Building a parallel internet for distributed systems06:00 — The Firedancer project and million TPS potential09:15 — Technical architecture: fiber, FPGAs, and multicast technology13:30 — Signature verification and packet deduplication explained17:15 — Proof of utility: Shapley values and economic incentives23:45 — Validator onboarding and network connection process29:30 — Testnet success: 16% of Solana network adoption33:15 — Latency, jitter, and bandwidth improvements explained39:00 — Token economics: 2Z token and payment models44:45 — Access models vs staking requirements for enterprises51:30 — Validators.app badges and network transparency59:15 — Governance roadmap: from mainnet beta to full decentralization01:05:45 — Long-term vision: replacing IP addresses and DNS01:09:15 — Lightning round: most misunderstood aspects01:12:30 — Five-year vision: parallel

Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.Legion: https://legion.ccCookie3: https://www.cookie3.com🎯 Key Highlights▸ Legion's funding: VanEck and Brevan Howard backing crypto innovation▸ Attention Capital Markets: Linking mind share with financial commitment▸ Cookie3's attribution tech: Measuring on/off-chain value creation▸ Merit-based token distribution vs "whoever pays most"▸ Almanac case study: 400% oversubscribed using attention metrics▸ Retail investor access beyond accredited gatekeeping▸ IPO/ICO convergence on-chain infrastructure▸ Data-driven distribution with Web2 sophistication▸ Fighting airdrop farmers with genuine supporter identification▸ SEC progress toward disclosure-based regulation▸ Creator monetization through tokenized influence▸ Mobile-first social trading infrastructure💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Matt's Twitter: https://x.com/mattytokenomics▸ Filip's Twitter: https://x.com/fwielanier🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction and Legion funding announcement01:15 - Matt O'Connor: TradFi to crypto token design03:00 - Filip Wielanier: Cookie3's attribution mission04:30 - Capital attribution in Web3 vs Web207:30 - Attention Capital Markets explained09:00 - MicroStrategy analogy: Money where mouth is11:00 - Almanac presale implementation13:30 - Legion scoring and merit-based selection16:00 - Current ICO problems17:30 - Merit-based investing vision21:00 - IPO/ICO convergence outlook25:00 - Market effectiveness through tokenization28:45 - Information markets and creator influence32:30 - SEC regulatory progress37:00 - Regulation compliance concerns40:30 - Retail protection vs access43:00 - Project funding selection proble

Join Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing.6th Man Ventures: https://6thman.ventures🎯 Key Highlights▸ The untold story of Pump.Fun's seed round: from cold outreach to billion-dollar success▸ Why regulatory risk-taking paid off in the Trump administration▸ How to evaluate crypto founders differently than traditional startups▸ The creator economy revolution: streaming meets tokenomics▸ Digital Asset Trusts (DATs): the new MicroStrategy wave▸ AI's impact on venture capital processes and decision-making▸ Why attention spans are killing crypto Twitter's excitement▸ From Bonk to Pump: lessons in meme coin investing▸ Building conviction in contrarian bets during bear markets▸ The importance of speed and decisiveness in early-stage investing💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Mike's Twitter: @mdudas▸ 6MV's Twitter: @6thManVentures🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Intro: Mike Dudas, 6th Man Ventures00:30 — The Pump.Fun origin story: cold outreach and magical moments03:45 — Regulatory risk-taking and the Trump administration impact06:30 — Why other VCs backed out over legal concerns08:15 — Being hands-on with portfolio companies without being pushy10:30 — Pump.Fun's evolution: from bonding curves to creator streaming14:00 — The Bonk vs Pump competition and market dynamics17:00 — How AI and AGI are changing venture capital investing20:15 — Digital Asset Trusts: the new wave of crypto investment vehicles26:00 — Why crypto Twitter seems less excited despite regulatory clarity32:15 — Using AI in venture processes: market research and founder support38:45 — The most common path from DM to investment42:0

Join José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi's original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to solve one of DeFi's biggest problems: impermanent loss. Learn how this innovation could finally unlock natural, sustainable yield on Bitcoin at scale, creating the long-sought "holy grail" of yield-bearing Bitcoin without the downsides of traditional AMM strategies.Curve Finance: www.curve.financeYield Basis: https://yieldbasis.com🎯 Key Highlights▸ Yield Basis: Eliminates impermanent loss for single-sided crypto exposure▸ Impermanent loss problem: Why AMMs underperform buy-and-hold▸ Michael's solution: 2x leverage counters square-root pricing▸ Why Curve pools beat Uniswap v2▸ Historical sims: 10-20% APR on Bitcoin▸ Borrowing mechanism: Capital via crvUSD allocation▸ Tokenomics: Choose real yield OR tokens▸ Dynamic admin fees adjust with staking▸ GTM: Target miners, funds, treasuries▸ Multi-chain: Separate tokens vs. bridges▸ Market size: $50-100B addressable▸ Beyond Bitcoin: ETH and volatile assets▸ Michael on DeFi vs. OG principles▸ Challenge: Matching sims to reality▸ Why this beats points and yield farming💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Michael's Twitter: @newmichwill▸ Curve Finance Twitter: @CurveFinance▸ Yield Basis Twitter: @yieldbasis🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Yield Basis and Michael Egorov01:15 - Yield Basis: Single-sided LP without impermanent loss02:00 - Impermanent loss with Bitcoin/USDT07:30 - AMMs create "buy low, sell high"09:00 - Solution: Leverage eliminates square-root pricing13:00 - Curve beats Uniswap v215:30 - Historical sims: 10-20% APR19:00 - Borrowing: Arbitrage and debt management24:30 - Net returns after costs25:15 - crvUSD as low-cost capital27:15 - Separate protocol vs. Curve integration28:00 - Tokenomics: Real yield OR tokens32:45 - Points vs. transparent distribution36:00 - Dynamic fees prevent zero-division40:00 - GTM: Miners, funds, ins

Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun’s bigger vision: beyond meme coins, it’s aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem.Pump.fun: https://pump.fun🎯 Key Highlights▸ Pump.fun’s vision: TikTok + Robinhood + Twitch in one▸ Streamers earning 100–300x more than on traditional platforms▸ 9 failed products before finding product-market fit▸ Why most crypto firms are just riding Bitcoin▸ New fee model: $2.4M to creators on day one▸ Mobile-first: beating desktop crypto apps▸ $2B balance sheet for smart capital moves▸ 100% revenue buybacks (Hyperliquid/Binance playbook)▸ Roadmap: stablecoin + full financial stack▸ Young founders vs. traditional finance▸ Why social media’s incentives are broken▸ Targeting 16–24s ignored by incumbents▸ Stats: 70 staff, $1.6B locked, billion+ daily volumes▸ Aggressive M&A, Facebook-style💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Sapijiju's Twitter: @sapijiju▸ Pump.fun Twitter: @pumpdotfun🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 – Intro & Sapijiju’s crypto journey04:45 – 9 failed products → Pump.fun success07:15 – Product-market fit & anti-rug mechanism09:15 – Scaling team to 7010:30 – Vision: social trading super-app13:00 – $2.4M to streamers on launch day14:15 – Why social platforms fail creators16:45 – 300x better monetization18:15 – DMs, streaming & mobile-first19:30 – Competing vs. Coinbase/Binance21:45 – User patterns: TikTok + finance24:30 – Network effects via creator rewards26:30 – $500k creator starter kits28:00 – Mobile strategy for viral growth29:15 – Zora vs. Pump.fun (content vs. coin)31:15 – Small changes → 5x streaming growth33:30 – Sandbox for creator freedom35:15 – Telegram + crypto-native tools36:30 – Democratized ICOs38:15 – $1.6B locked, billion+ daily volumes39:15 – Stablecoin vision40:15 – Long-term: global takeover42:30 – $2B balance sheet strategy44:30 – ROI-driven capi

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech.Delphi Intelligence: https://www.delphiintelligence.io/🎯 Key Highlights▸ Why Delphi pivoted to AI after years in crypto research and investing.▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more.▸ How the team blends deep research with deal sourcing — like early crypto days.▸ The three phases of AI scale: pretraining, inference, and the RL renaissance.▸ José and PD on decentralizing RL and building “The World’s RL Gym.”▸ The case for open AI: modular design, public reasoning, and collaboration.▸ How LLMs are learning to “think longer” — and what it means for training.▸ Open-source vs. proprietary AI — and China’s growing lead in open models.▸ Why José believes AGI may already be here with GPT-4o.▸ Where early AI startups can still win — from robotics to edge hardware.▸ Why this AI moment feels like crypto in 2017 — and why it’s still early.▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic.▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences.▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead.▸ How Delphi plans to find early winners in AI, like they did in crypto.💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Delphi Intelligence's Twitter: @delphi_intel▸ PD's Twitter: @PonderingDurian▸ José's Twitter: @ZeMariaMacedo🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Delphi Intelligence01:30 - Why AI Feels Like Crypto in 201703:30 - The AI Research Gap Delphi Aims to Fill06:30 - Robotics Deep Dive: Humanoids vs. Specialization10:00 - AI’s Impact on Traditional Tech Moats14

Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice.Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock.Dev.Fun: https://dev.fun/🎯 Key Highlights▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun▸ Birth of Dev.Fun and the “vibe coding” philosophy▸ Empowering non-tech users to build token-based apps▸ Shift from memes to tools, productivity, and full-stack apps▸ Views on AI autonomy vs. human-led design▸ Monetization via in-app payments, tokens, and community ownership▸ Vision: from solo devs to tokenized micro-startups▸ Modular backend, AI-first SDKs, and payment stack▸ Stance on moderation, decentralization, and freedom▸ How Dev.Fun differs from Web2 builders like Locofy▸ Long-term incentives and plans for a Dev.Fun token▸ Crypto-native future of streaming, distribution, and curation▸ Why Solana powers their user-generated crypto apps💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Dev.Fun's Twitter: @devfunpump▸ Devlord's Twitter: @devlordone▸ Robi's Twitter: @RxbiXyz🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 – Intro: Dev.Fun, Devlord & Robi01:00 – Meeting via Pump.fun, founding story02:20 – Vibe coding with AI04:15 – Empowering non-devs to launch apps06:30 – Token mechanics vs. traditional apps08:00 – In-app monetization strategies10:00 – Favorite builds: memes to tools13:30 – Viral Epstein app & other hits15:30 – AI autonomy vs. human input18:00 – Can vibe-coded apps scale to startups?20:00 – Foundation models shaping UX22:00 – Dev.Fun vs. Lovable: app store vs. SaaS24:00 – Crypto-native distribut

Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale.375ai: https://www.375.ai/ 🎯 Key Highlights▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai.▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token.▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used.▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge.▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses.▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments.▸ New buyer types and use cases emerging as the network scales and historical data grows richer.▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies.▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy.▸ Modular sensor system design that supports future upgrades and evolving data needs.▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage.▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment.▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths.▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source.▸ Key challenges and risks in building and scaling physical hardware for the network.▸ The story behind the name “375ai.”💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ 375ai's Twitter: @375ai_▸ Harry's Twitter: @harry_dewhirst🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Harry Dewhirst & 375ai00:55 - Harry's background02:26 - 375ai's pivot08:29 - 375ai overview10:48 - Why 375ai's data is valuable13:28 - Concrete examples of data usage

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch.Taofu: https://www.Taofu.xyz/Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5🎯 Key Highlights▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN▸ How miners earn rewards for providing VPN infrastructure across 80+ countries▸ Vesting mechanics and governance voting for SNS token holders▸ Future AI predictions: robotics integration and potential for extended human lifespan💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Taofu's Twitter: @taofuxyz▸ Mikel's Twitter: @0xDutchmikel▸ Mitch's Twitter: @Axilo🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Mitch, Mikel & Taofu01:00 - Mikel's DeFi background and transition to Bittensor02:00 - Mitch's growth background and getting "red-pilled" into Tao03:00 - Taofu genesis: From liquid staking to subnet launchpad05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics06:00 - How Taofu solves subnet funding and exit liquidity problems08:00 - Pre-dTAO barriers: High registration costs and predatory deals11:00 - Taofu's tokenization process and multisig custody14:00 - Due diligence and curation model for subnet selection17:00 - Balancing AI advancement vs. Bittensor ecosystem growth22:00 - Dream projects: Creative AI and privacy-focused solutions25:00 - Tao Private Network (TPN): Decentralized VPN subnet28:00 - TPN's global infrastructure and miner incentives33:00 - User experience and dynamic incentive adjustments34:00 - Upcoming TPN sale mechanics and vesting structure37:00 - Taofu

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing.USD.AI: https://usd.ai🎯 Key Highlights▸ David and Conor's journey from Deutsche Bank to creating USD.AI▸ USD.AI's three-pillar structure: Caliber, modular underwriting, and QEV design▸ How USD.AI enables debt financing for DeepEnd hardware operators▸ The unique redemption queue mechanism that maintains USD.AI stability▸ Multiple lines of defense protecting depositors from defaults▸ How leveraging hardware assets can dramatically increase yields▸ USD.AI's potential to reduce token emission rates across DeepEnd networks💡 Subscribe for more crypto & DeFi insights! 🔔🧠 Follow the Alpha▸ USD.AI's Twitter: @USDai_Official▸ David's Twitter: @0xZergs▸ Conor's Twitter: @_ConorMoore🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: David Choi & Conor Moore from USD.AI01:00 - Team background and journey to USD.AI03:00 - USD.AI's origin and the DeepEnd hardware financing problem06:00 - USD.AI's three-pillar structure overview07:00 - Caliber: Tokenizing hardware assets with on-chain property rights12:00 - Modular underwriting system with first-loss positions15:00 - QEV design: Creating an arbitrage venue for redemptions20:00 - Summary of USD.AI's value proposition21:00 - Default protection and amortization process24:00 - Value proposition for borrowers and DeepEnd networks28:00 - How USD.AI benefits neo-cloud operators31:00 - Phased approach to scaling USD.AI34:00 - USD.AI's place in the broader crypto ecosystem43:00 - Next steps and upcoming launch detailsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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 cur

Join Tommy Shaughnessy as he hosts Logan Allen, founder of Zorp and Nockchain, to discuss Nockchain, a new proof-of-work L1 blockchain. Learn about its ZK Powell consensus mechanism, where miners generate ZK proofs.Zorp: https://zorp.ioNockchain: https://nockchain.org🎯 Key Highlights▸ Logan Allen's journey to creating Nockchain. ▸ Nockchain's "ZK Proof of Work" (ZK Powell) and its "Dumbnet" initial phase. ▸ How block rewards will subsidize proving capacity to build a proof market. ▸ "Intents" on Nockchain: enabling micro-apps via conditional coin locks. ▸ Nockchain's state growth strategy: prove once, verify by many. ▸ Potential for specialized ZK ASICs. ▸ Knock App framework for off-chain verifiable services. ▸ Roadmap: Nockchain namespace and cross-chain atomic swaps. ▸ Vision: A circular economy with useful and engaging applications. 💡 Subscribe for more crypto & gaming insights! 🔔🧠 Follow the Alpha▸ Zorp's Twitter: @ZorpZK▸ Nockchain's Twitter: @Nockchain 🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Logan Allen & Nockchain 01:00 - Interest in Knock instruction set & ZKVMs 02:00 - Building Nockchain: No pre-mine, PoW L1 03:00 - ZK Powell: Useful Proof of Work 10:00 - ZK Powell Deep Dive 12:00 - "Dumbnet" - Initial Nockchain Phase 15:00 - App Intents & Proving Capacity 19:00 - Miner Competition on Nockchain 22:00 - Knock App Development Framework 25:00 - State Growth & Verification 36:00 - Knock App Framework in Rust 38:00 - Nockchain Namespace Plans 46:00 - Challenge: Building Nockchain's Economy 52:00 - Getting Involved with Nockchain 53:00 - The "Aha!" Moment in Research DisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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 th

Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season with a $1.5 million prize pool.Cambria: https://cambria.gg🎯 Key Highlights▸ Ben's origins in the Runescape private server scene and the journey to founding Cambria.   ▸ Cambria's "risk-to-earn" MMO model with massive on-chain stakes.   ▸ Deep dive into Duel Arena (high-stakes 1v1) and Gold Rush (risk-to-earn MMO).   ▸ How Season 2 generated a $1.5M+ prize pool and saw massive player engagement.▸ The emergent player behavior, guild strategies, and exploits seen in high-stakes environments.   ▸ Challenges of managing on-chain game economies: botting, exploits, and security.   ▸ Cambria's approach to balancing casual vs. hardcore players and "pay-to-win" mechanics.   ▸ Roadmap insights: Season 3 plans, Duel Arena V2, and the strategy for a potential token launch.   ▸ Cambria's multi-chain strategy and experiences deploying on different ecosystems.   ▸ The long-term vision for significant, high-stakes on-chain game economies and guild wars.   💡 Want to stay updated with the latest in crypto & gaming? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Piers' Twitter: @pierskicks▸ Ben's Twitter: @cyberpunk▸ Cambria's Twitter: @playcambria 🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Ben & Cambria   01:00 - Origins in Runescape Private Servers   03:00 - Discovering Crypto & Early Web3 Gaming   05:00 - Cambria Overview: Duel Arena & Gold Rush   06:30 - Thesis Formation: Player Archetypes & Appeal   09:30 - Duel Arena Launch & Success ($100M+ Volume)   12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool   16:00 - Season 2 Player Stats & Engagement   17:30 - Emergent Behavior & Exploits in Season 2   22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies   29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win   32:00 - Roadmap: Season 3, Dungeons, Scaling   34:30 - Duel Arena V2 & Excalibur   36:30 - Token Launch Strategy & Considerations   39:30 - Multi-Chain Approach (Ronin & Blast/Abstract)   42:30 - Visi

Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym🎯 Key HighlightsThe three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance. How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data. Understanding "reasoning traces" and how models learn to "think" longer and more effectively. The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo. Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data. Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies. The critical role of high-quality base models for successful RL fine-tuning. Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models. Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks. Debunking recent claims that "RL is dead" and understanding its true impact. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the AlphaTommy's Twitter: @Shaughnessy119Sam's Twitter: @SPLehmanSymbolic Capital’s Twitter: @symbolicvc🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction: Sam Lehman, Symbolic Capital & "The World's RL Gym" 01:30 - History of AI Scaling: Pre-training Era 03:30 - Phase 2: Inference Time Compute Scaling 09:30 - Phase 3: The RL Renaissance & DeepMind Moment 14:30 - How DeepMind Trained R1 without Human Preferences 16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity? 20:30 - Generalizability of RL Training: How Far Does It

Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach.🎯 Key Highlights▸ How Flowdesk created "market making as a service" to serve crypto-native projects▸ The growing importance of transparency, neutrality, and trust in crypto trading▸ Why institutional adoption is a slow, steady shift—not a tidal wave▸ The role of stablecoins and tokenized assets in the future of finance▸ How regulation and compliance are shaping crypto’s next phase▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives▸ Long-term vision for tokenizing real-world assets and transforming financial rails💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Kevin's Twitter: @Kevin_Kelly_II▸ Guilhem's LinkedIn: Guilhem Chaumont ▸ Flowdesk's Twitter: @flowdesk_co🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Flowdesk02:00 - Providing Institutional Grade Service to Crypto Native Teams04:00 - Challenges and Convincing the Market06:58 - Current Market Read10:00 - Why We Won’t See Large Drawdowns13:00 - Growth Areas Going Forward15:52 - Tokenization of Existing vs. Illiquid Assets18:48 - Institutional Hesitation and Fee Capture21:28 - Biggest Opportunities for Flowdesk24:50 - Stable Coin DemandDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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,

Join Tom Shaughnessy as he hosts Travis Good, CEO and co-founder of Ambient, for a deep dive into the world's first useful proof-of-work blockchain powered by AI. Fresh out of stealth, Ambient reimagines the intersection of crypto and AI by creating a decentralized network where mining secures the chain through verified AI inference on a 600B+ parameter model.🎯 Key Highlights▸ Ambient's vision for a decentralized currency representing a unit of machine intelligence▸ How mining incentivizes global participation in a single model's continuous improvement▸ The power of reasoning traces and synthetic data to create a "world's RL gym"▸ Verified inference as the foundation for trustless AI composability▸ The philosophical importance of open, decentralized AI vs. corporate controlled models▸ How the economics of ambient create new possibilities for an AI-driven world▸ Deep analysis of the geopolitical shifts in AI development with Chinese open source models💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Tom's Twitter: @Shaughnessy119▸ Travis's Twitter: @IridiumEagle▸ Ambient's Twitter: @ambient_xyz🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Ambient02:00 - The Vision: Currency for Machine Intelligence05:00 - Convergence of AI Models and Democratizing Access08:45 - Mining with GPUs to Improve the Network's Model11:30 - The Power of Reasoning Traces and Synthetic Data16:45 - Size Matters: High IQ Models and Fine-Tuning23:15 - Speed and Performance: Building on Solana's Foundation27:30 - Supporting Different Hardware Configurations34:20 - Network Governance and Model Upgrades38:00 - The Importance of Verified Inference43:40 - The Problems with Centralized AI Models53:00 - The Vision for an Ambient-Powered Economy59:30 - The Future of Open Source Models01:04:15 - Response to Leopold's "Situational Awareness"01:13:30 - Privacy and Transaction Design01:19:00 - Denominating Real Business in Ambient01:25:00 - The Path Forward for Decentralized AIDisclaimerThis podcast is strictly informational and educational and is not inves

Join Tom Shaughnessy as he hosts Ben Fielding, co-founder of Gensyn Network, for an in-depth exploration of decentralized AI infrastructure and the future of machine learning. From Gensyn's evolution as a low-level infrastructure platform to its revolutionary approach with RL Swarm, the conversation covers transformative developments in distributed computing, model training, and the philosophical implications of AI development.🎯 Key Highlights▸ Gensyn's approach to agnostic, low-level AI infrastructure designed to transcend trends▸ Transition from vertical to horizontal scaling in AI computing systems▸ The limitations of centralized hyperscaler data centers and how Gensyn provides an alternative▸ Deep dive into RL Swarm: enabling peer-to-peer reinforcement learning at scale▸ The philosophical importance of open, personalized AI models vs centralized systems▸ Exploration of AI's future: parameter space, model communication, and verification▸ Vision for how decentralized AI can democratize machine learning technology💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Tom's Twitter: @shaughnessy119▸ Ben's Twitter: @fenbielding🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Gensyn Network01:29 - Building AI-Agnostic Infrastructure05:00 - Vertical vs Horizontal Scaling in AI10:50 - Limitations of Centralized Data Centers17:42 - Gensyn's Core Components and Vision20:45 - The Internet as Parameter Space28:00 - Execution, Communication, and Verification34:42 - RL Swarm: Decentralized Reinforcement Learning41:30 - Model Communication and Improvement48:46 - Testnet and Persistent Identity53:56 - Preserving Model Personalization59:42 - Open vs Closed Source Models01:05:30 - The Future of AI Development01:11:20 - Value Capture in AI and Final ThoughtsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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

Join Piers Kicks as he hosts Jeffrey "Jiho" Zirlin of Sky Mavis for an exploration of Ronin's evolution from Axie Infinity's scaling solution to becoming the premier gaming chain, now on the cusp of going permissionless with an impressive ecosystem of curated titles.🎯 Key Highlights▸ Journey from Axie to Ronin infrastructure▸ Analysis of curated publishing strategy▸ Discussion of play-to-earn evolution▸ Insights into game economy design▸ Vision for permissionless future▸ Perspective on traditional gaming integration💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Piers's Twitter: @pierskicks▸ Jeffrey's LinkedIn: https://www.linkedin.com/in/jeffzirlin🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction01:01 - Ronin History04:42 - Publishing Strategy08:24 - Ecosystem Growth11:20 - Market Timing14:47 - Community Building17:24 - Founder Selection22:26 - Infrastructure Vision26:12 - Token Innovation29:57 - Play-to-Earn Evolution34:18 - AI Integration39:27 - Future Vision42:16 - IP Integration46:36 - Builder Advice51:23 - Development Stories54:17 - Metaverse Outlook57:16 - Gaming Favorites59:44 - Book RecommendationsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Piers Kicks as he hosts Daryl Xu, founder of B3, for an exploration of how they're building the optimized Layer 3 solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure through innovative economic incentives. 🎯 Key Highlights ▸ Evolution from Coinbase and Base to B3 ▸ Deep dive into game chain strategy ▸ Analysis of B3 token utility and economics ▸ Discussion of regulatory impact on gaming ▸ Insights into developer incentives ▸ Vision for on-chain gaming infrastructure 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Daryl's Twitter: @darylX24 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:09 - Career Background 02:54 - Gaming Focus 05:08 - Team Structure 08:47 - Infrastructure Vision 12:25 - Product Overview 17:08 - Game Chain Strategy 21:26 - Developer Relations 26:12 - Token Economics 31:38 - DAO Governance 34:16 - Foundation Strategy 42:12 - Regulation Impact 48:27 - Building Philosophy 54:46 - Market Outlook 59:32 - Digital Experience 01:03:09 - Book Recommendations Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Anil Lulla as he hosts Krish Jagirdar and Jordan Lejuwaan, co-founders of RekTech (formerly Internet Game), for an exploration of their vision to create the world's biggest game show, revolutionizing interactive entertainment through simple yet engaging games with significant prizes. 🎯 Key Highlights ▸ Evolution from Internet Game to RekTech platform ▸ Deep dive into accessible gaming mechanics ▸ Analysis of crypto-native community building ▸ Discussion of brand partnerships and expansion ▸ Insights into game design philosophy ▸ Vision for future digital entertainment 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Krish's Twitter: @CaesarREKTECH ▸ Jordan's Twitter: @lejuwaan_ ▸ Anil's Twitter: @anildelphi 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:18 - RekTech Overview 03:55 - Market Positioning 06:38 - Target Audience Discussion 09:08 - Gaming Philosophy 13:34 - Social Integration 16:58 - Community Building 23:12 - Partnership Strategy 26:10 - Internet Game History 31:12 - Evolution Story 34:43 - Future Vision 39:46 - Brand Partnerships 42:29 - Growth Strategy 48:27 - Building Philosophy 54:15 - Final Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tom Shaughnessy and Pondering Durian as they host Jeff Emanuel, founder of Pastel Network and author of the viral "Short Case for NVIDIA Stock" thesis, for an exploration of AI infrastructure disruption, open-source model innovation, and the societal implications of accelerating AGI development. 🎯 Key Highlights ▸ Analysis of DeepSeek's AI efficiency breakthrough ▸ Deep dive into model distillation and scaling ▸ Discussion of AI infrastructure competition ▸ Examination of app-layer value capture ▸ Insights into US vs China AI development ▸ Vision for AGI's societal impact 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Tom's Twitter: @shaughnessy119 ▸ Pondering's Twitter: @ponderingdurian ▸ Jeff's Twitter: @doodlestein 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and NVIDIA Impact 04:38 - DeepSeek Analysis 11:18 - Model Efficiency Discussion 15:06 - Distillation Deep Dive 19:28 - App Layer Opportunities 24:39 - Agent Development Impact 29:16 - Model Quality Trade-offs 34:49 - Software Moats 43:33 - AGI Economic Impact 51:05 - Bitcoin Discussion 54:22 - AI Global Competition 01:06:46 - Future Society Impact 01:13:09 - Work and Dignity Discussion 01:18:15 - Entrepreneurship Evolution Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Piers Kicks as he hosts Kam Punia, founder of Pixion Games, for an in-depth exploration of building Web3 gaming experiences and the journey behind Fableborn. From Kam's extensive background at Konami and Yu-Gi-Oh! to Pixion's innovative approach to Web3 gaming, the conversation covers crucial developments in game design, community building, and the future of blockchain gaming. 🎯 Key Highlights ▸ Evolution from Web2 to Web3 gaming development ▸ Deep dive into Fableborn's gameplay mechanics and design philosophy ▸ Analysis of LiveOps strategies for blockchain games ▸ Discussion of community building and player engagement ▸ Insights into scaling Web3 gaming economies ▸ Vision for the future of mobile blockchain gaming 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Kam's Twitter: @kam_punia 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Background 04:21 - Building the Pixion Team 07:42 - Fableborn Overview 10:44 - Mobile Gaming Strategy 12:28 - Web3 Integration Journey 16:41 - Community Metrics and Growth 19:50 - Community Building Approach 22:22 - UX Challenges in Web3 25:13 - Business Model Innovation 28:08 - LiveOps Strategy 33:20 - Economic Management 39:20 - Future Plans and Ronin Integration 45:17 - Key Learnings 47:11 - Digital Experiences 49:29 - Gaming Discussion Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Piers Kicks as he welcomes back James Zhang, co-founder and CEO of JAMBO, for an exploration of how they're revolutionizing Web3 accessibility through mobile infrastructure. From selling over 700,000 phones across 100+ countries to ambitious plans for satellite launches, discover how JAMBO is building the "on-chain Apple" for emerging markets. 🎯 Key Highlights ▸ Evolution of JAMBO's mobile-first Web3 strategy ▸ Deep dive into hardware infrastructure and distribution ▸ Analysis of emerging market crypto adoption ▸ Discussion of on-chain payment solutions ▸ Insights into token economics and ecosystem growth ▸ Vision for satellite connectivity and future expansion 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ JAMBO's Twitter: @JAMBOtechnology ▸ JAMBO's Page: www.jambo.technology 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Background 01:18 - JAMBO Overview 02:49 - Ecosystem Growth Metrics 04:34 - Mobile Hardware Strategy 07:18 - Product Evolution 10:44 - Market Distribution Strategy 13:20 - Token Integration Plans 16:15 - Global Market Analysis 21:57 - Revenue Streams 24:29 - Token Economics 28:09 - Emerging Market Focus 33:44 - Yield Generation Strategy 38:10 - Future Vision and Satellite Program 42:15 - Key Learnings 44:41 - Digital Experience Reflections Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Piers Kicks as he hosts Tin Nguyen, founder of Sipher, for a deep dive into the convergence of gaming, AI, and blockchain. From his unconventional journey starting in real estate development to building a 140-person gaming studio, Tin shares insights on creating immersive digital experiences and pioneering AI integration in gaming. 🎯 Key Highlights ▸ Evolution from traditional business to Web3 gaming ▸ Deep dive into Sipher's gaming ecosystem and vision ▸ Analysis of AI integration in gaming experiences ▸ Discussion of blockchain gaming economics and token models ▸ Insights into managing live service games with AI ▸ Vision for the future of human-AI gaming interaction 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Tin's Twitter: @AskTinNguyen 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Background 02:02 - Gaming Industry Transition 04:01 - Sipher Vision and Game Design 07:15 - Mobile Gaming Strategy 11:35 - Platform Integration 15:10 - AI Integration Journey 18:56 - Gaming Development Tools 23:33 - Future of AI in Gaming 29:37 - Cryptocurrency Integration 33:19 - Live Service Management 39:20 - AGI Platform Vision 46:16 - Economic Models 49:31 - Long-term Vision 54:28 - Building Through Market Cycles 57:37 - Digital Experience Evolution 01:04:07 - Gaming Influences Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tom Shaughnessy and Pondering Durian as they host Jansen Teng, CEO and co-founder of Virtuals, for an in-depth exploration of AI agents and the future of decentralized AI. From Virtuals' evolution as a gaming DAO to becoming the leading crypto AI platform, the conversation covers crucial developments in agent autonomy, tokenization, and the path toward an agentic economy. 🎯 Key Highlights ▶ Origins and evolution of Virtuals platform ▶ Analysis of agent frameworks and autonomous capabilities ▶ Discussion of value capture in crypto AI projects ▶ Deep dive into decentralized infrastructure challenges ▶ Vision for agent coordination and business development ▶ Future outlook on AI-human interaction and cybernetics 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Tom's Twitter: @shaughnessy119 ▶ Pondering Durian's Twitter: @ponderingdurian ▶ Jansen's Twitter: @ethermage 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Background 01:29 - Virtuals Origin Story 07:42 - Agent Development Discussion 13:00 - Vision for Agentic Economy 22:51 - Framework Competition Analysis 29:37 - Infrastructure Challenges 36:20 - Agent Value Capture 42:46 - Decentralized AI Stack 54:00 - Team Analysis and Due Diligence 01:00:10 - Future Risks and Opportunities 01:05:44 - Agent Autonomy Vision 01:09:43 - Future of Human-AI Interaction Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tom Shaughnessy from Delphi Digital and Ejazz from 26 Crypto Capital as they host Shaw, founder of Eliza Labs and AI16Z, for an in-depth discussion on the evolution of AI agents and frameworks. The conversation explores Shaw's remarkable journey, the development of the Eliza framework, and his vision for decentralized AGI. The discussion covers crucial topics from agent development and tokenomics to the future of blockchain-based AI platforms. 🎯 Key Highlights ▶ Inside story of Eliza Labs' creation and AI16Z's rapid growth ▶ Deep dive into the technical aspects of the Eliza framework ▶ Analysis of agent platforms and the shift from "slop bots" to utility ▶ Discussion of tokenomics and value capture mechanisms ▶ Exploration of cross-chain development and blockchain selection ▶ Vision for open source AGI and the future of AI agents 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Shaw's Twitter: @shawmakesmagic ▶ Tom's Twitter: @Shaughnessy119 ▶ Ejazz's Twitter: @cryptopunk7213 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Backgrounds 01:29 - Shaw's Journey and Origins 04:06 - Asian Developer Community Updates 07:48 - AI16Z and Agent Development 11:17 - DeFi Integration and Use Cases 17:17 - Trading Bots and Market Intelligence 22:51 - Framework Differentiation and Value 27:06 - Technical Infrastructure Discussion 35:00 - Token Economics and Platform Strategy 47:00 - Open Source Development 54:39 - Future of AI Agents 01:08:29 - Chain Selection Discussion 01:14:57 - Agent Verification and Trust Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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 a

Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks. 🎯 Key Highlights ▶ Analysis of AI scaling laws and the future of model training ▶ Deep dive into agent platforms and token frameworks ▶ Examination of WorldCoin's identity solution and market opportunity ▶ Overview of decentralized training developments ▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure ▶ Analysis of Double Zero's dark fiber solution for blockchain networks 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Ceteris' Twitter: @ceterispar1bus ▶ PD's Twitter: @ponderingdurian ▶ Michael's Twitter: @mrink0 ▶ Robbie's Twitter: @robbiepetersen_ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Overview 02:00 - AI Macro Landscape 08:00 - Nation State AI Competition 13:00 - Agent Platforms Discussion 19:00 - Worldcoin Bull Case 26:00 - Decentralized Training Evolution 36:00 - DePIN Overview 42:00 - Mobile Wireless Infrastructure 47:00 - Fixed Bandwidth Discussion 54:00 - Double Zero and Dark Fiber 01:00:00 - Future of Blockchain Networks 01:04:00 - Closing Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Ceteris and the Delphi Research DeFi team for an in-depth analysis of decentralized finance trends heading into 2025. The discussion explores the evolution of consumer DeFi applications, examining innovative spending solutions, stablecoin developments, and emerging wallet infrastructure. The team unpacks major shifts in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem. 🎯 Key Highlights ▶ Analysis of consumer DeFi adoption through crypto spending cards and real-world integration ▶ Deep dive into revenue-sharing stablecoin models and the evolving stablecoin landscape ▶ Examination of next-generation DEX designs including Uniswap v4 hooks and Sorella ▶ Overview of ZKTLS technology and its implications for under-collateralized lending ▶ Discussion of the "fat wallet" thesis and front-end value capture in DeFi ▶ Analysis of emerging business models and value accrual in DeFi infrastructure 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Ceteris' Twitter: @ceterispar1bus ▶ Jordan's Twitter: @yeak__ ▶ Neel's Twitter: @DaftaryNeel ▶ Robbie's Twitter: @robbiepetersen_ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Overview 02:08 - Consumer DeFi Discussion 07:14 - Crypto Cards and Payment Solutions 10:49 - Stablecoin Evolution and Models 17:13 - Revenue Sharing in Stablecoins 20:48 - DEX Innovation and Design 29:37 - Fluid DEX and LP Innovations 40:37 - ZKTLS Technology Overview 46:35 - Front-end Value Capture 56:23 - Wallet Infrastructure Discussion 01:00:38 - Future of DeFi Discussion Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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

Join Ceteris and the Delphi Research infrastructure team for an extensive analysis of blockchain architecture trends heading into 2025. The discussion delves into the evolution of high-throughput chains, examining Solana's influence on performance-focused architectures and the emergence of competitors like Sui and Monad. The team explores key developments across major ecosystems, from Ethereum's scaling efforts and BeamChain proposal to Bitcoin's ZK innovations and Solana's state compression initiatives. 🎯 Key Highlights ▶ Analysis of high-throughput blockchain architectures and the growing focus on performant shared state machines ▶ Deep dive into Ethereum's technical roadmap, including BeamChain, native rollups, and L1 scaling discussions ▶ Examination of Move VM adoption and its advantages over traditional EVM architecture ▶ Overview of ZK technology integration across Bitcoin, Ethereum, and Solana ecosystems ▶ Discussion of emerging privacy solutions including FHE and confidential transactions ▶ Analysis of proof markets and their potential impact on blockchain scalability 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Ceteris' Twitter: @ceterispar1bus ▶ Facundo's Twitter: @quienesfacundo ▶ Prasad's Twitter: @mahadikprasad15 ▶ Muhammad's Twitter: @yusufxzy 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Infrastructure Overview 03:20 - High Throughput Chains Discussion 05:32 - Virtual Machines and Move Analysis 07:10 - SUI Move Deep Dive 13:01 - L2 Wars and Ecosystem Consolidation 14:31 - Ethereum Development Roadmap 20:54 - ZK Technology Overview 29:37 - Bitcoin ZK Integration 35:08 - Solana ZK Implementation 46:35 - FHE and Privacy Solutions 51:03 - Closing Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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 podca

Join Piers Kicks as he sits down with Neill Blomkamp, acclaimed filmmaker and co-founder of Gunzilla Games, to discuss his groundbreaking work on Off The Grid (OTG)—a visionary AAA Battle Royale game. In this captivating conversation, Neill shares insights into his transition from Hollywood to gaming, the creative process behind OTG’s cyberpunk universe, and how his cinematic storytelling expertise shapes immersive game design. The discussion also explores the challenges of blending film-like narratives into games, the technological innovation driving OTG, and the future of transmedia storytelling. 🎯 Key Highlights ▸ Neill's journey from directing films like District 9 to co-founding Gunzilla Games ▸ The creative vision and dystopian tone of Off The Grid’s cyberpunk world ▸ How photogrammetry, live-action cutscenes, and motion capture are used in OTG ▸ Challenges in merging narrative depth with Battle Royale gameplay mechanics ▸ Transmedia storytelling and the synergy between gaming and cinema 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Neill's Twitter: @NeillBlomkamp ▸ Gunzilla Twitter: @playoffthegrid 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Introduction and Neill’s background 03:12 – Transition from filmmaking to game development 07:25 – The vision behind Off The Grid 14:03 – Blending film-like narratives into gaming 20:47 – Technical innovation: Photogrammetry and motion capture 27:15 – Challenges in creating transmedia storytelling 34:29 – The future of gaming and narrative-driven experiences 41:58 – Closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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 i

Join Piers Kicks as he sits down with Vlad Korolev, founder and CEO of Gunzilla Games, to discuss their groundbreaking Battle Royale title "Off The Grid." In this fascinating conversation, Vlad shares the journey from his early days in FinTech to creating one of gaming's most ambitious projects, backed by legendary filmmaker Neill Blomkamp. The discussion covers everything from the game's unique cyber-limb mechanics and console launch success to their innovative approach to blockchain integration and community-driven economics. With insights into AAA game development, creative direction, and user retention strategies, this episode provides a compelling look at the future of gaming and what it takes to build a potential industry titan. 🎯 Key Highlights ▸ The origin story of Gunzilla Games and Off The Grid's development ▸ Collaboration with Neill Blomkamp and the creative vision behind the game ▸ First successful console launch of a Web3-integrated game ▸ Innovative approach to community-driven economics and transparency ▸ Deep dive into user retention strategies and future growth plans 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Vlad's Twitter: @vladk133 ▸ Off The Grid Twitter: @playoffthegrid 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Vlad's Background 05:36 - Off The Grid Overview and Launch Success 11:39 - Battle Royale Genre and Game Design Philosophy 19:54 - Creative Direction with Neill Blomkamp 32:25 - Console Integration and Blockchain Strategy 42:57 - Marketing Strategy and All Stars Event 51:03 - Development Journey and Fundraising 56:50 - Future Vision and Growth Strategy 01:06:36 - Closing Thoughts and Personal Influences Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025. 🎯 Key Highlights ▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts ▸ Deep dive into stablecoin growth and institutional adoption trends ▸ Examination of L1 competition and relative value between BTC, ETH, and SOL ▸ Discussion of regulatory landscape changes and implications for crypto markets ▸ 2025 price predictions and major catalysts ahead 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Ceteris' Twitter: @ceterispar1bus ▸ Kevin's Twitter: @kevin_kelly_ii ▸ Jason's Twitter: @3xliquidated ▸ Michael's Twitter: @mrink0 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and 2024 Overview 03:27 - ETF Impact and Market Trends 08:13 - ETH Breaking 4k and Market Dynamics 22:26 - Stablecoin Growth and Credit Markets 34:08 - Regulatory Environment Discussion 42:14 - Solana vs Ethereum Analysis 56:51 - 2025 Price Predictions 01:02:00 - Network Value Debate Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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

Join Piers Kicks and the Delphi Research team for an in-depth analysis of Web3 gaming's trajectory and what lies ahead in 2025. In this comprehensive discussion, the team unpacks the major developments of 2023-2024, from Off The Grid's groundbreaking console launch to the rise of mobile gaming successes like FableBorn. The conversation explores crucial market dynamics, including funding trends, ecosystem developments, and the evolving relationship between gaming projects and exchanges. The panel dives into the emergence of new distribution models, the impact of AI on gaming, and the potential of user-generated content (UGC) in Web3. With insights from multiple experts, this episode provides a balanced view of both the challenges and opportunities ahead, offering valuable perspective for anyone interested in the intersection of blockchain technology and gaming. 🎯 Key Highlights ▸ The state of Web3 gaming in 2023-24: A deep dive into funding trends, player adoption, and notable launches ▸ Off The Grid's successful console launch marks a major milestone for blockchain gaming adoption ▸ Mobile gaming emerging as a promising frontier with titles like FableBorn showing strong retention metrics ▸ Analysis of ecosystem dynamics with Ronin's growing dominance and new players like Base entering the space ▸ Discussion of token distribution mechanics and exchange dynamics affecting gaming projects ▸ Predictions for 2025 including UGC trends, mobile adoption, and potential market rotations 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Joe's Twitter: @JACL_e9 ▸ Duncan's Twitter: @freaz7 ▸ Hunter's Twitter: @huntersolaire_ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and 2023 Overview 03:04 - Positive Surprises in Gaming 07:09 - Funding Dynamics 17:35 - Off The Grid Analysis 22:27 - Platform Strategy Discussion 29:10 - Infrastructure and Ecosystem Analysis 36:36 - Mobile Gaming Developments 53:19 - Exchange Landscape 01:04:24 - AI Impact on Gaming 01:11:17 - 2025 Predictions Disclaimer This podcast is strictly informational and ed

Join José Maria Macedo as he dives deep with the Almanak team to explore how AI agents are revolutionizing DeFi and democratizing access to sophisticated trading strategies. 🎯 Key Highlights ▸ The evolution from trading bots to true AI agents with reasoning capabilities ▸ How Almanak's platform enables anyone to build, test, and deploy financial AI agents ▸ Why AI agents could democratize access to sophisticated trading strategies ▸ The intersection of privacy, strategy development, and agent autonomy ▸ Breaking down traditional barriers between alpha creators and capital 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ José's Twitter: https://x.com/zemariamacedo ▸ Michael's Twitter: https://x.com/MichaelAlmanak ▸ Lars's Twitter: https://x.com/0xLars_ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introductions & Background 03:11 - What is Almanak? 06:16 - Defining True AI Agents 16:47 - Agent Development Lifecycle 29:08 - Target Users & Market 48:26 - Future of Financial Agents 56:03 - Token Economics & Launch Plans Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Shaw (Ai16z), Karan (Nous Research), Ethan (MyShell), Somewheresy (CENTS), EtherMage (Virtuals) and Delphi's Tom Shaughnessy for an unprecedented roundtable featuring the brightest minds in crypto AI agents, discussing the evolution of autonomous digital beings and the future of human-AI interaction. 🎯 Key Highlights: ▸ The explosive growth of AI agents on social media and their impact on Web3 ▸ How crypto tokenization drives agent development and community engagement ▸ The power of decentralized model training versus centralized AI platforms ▸ Exploring agent autonomy and the path to AGI ▸ The intersection of AI agents with DeFi and social platforms 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha: ▸ Shaw (ai16Z): @shawmakesmagic ▸ Karan (Nous Research): @karan4d ▸ Ethan Sun (MyShell): @ethan_myshell ▸ Somewheresy (CENTS): @somewheresy ▸ EtherMage (Virtuals): @ethermage 🔗 Connect with Delphi: 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on: Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Timestamps: 00:00 - Introductions and Team Backgrounds 04:29 - Most Innovative Agents Discussion 15:11 - Agent Architecture and Development 27:48 - Testing in Production vs Safety 39:10 - Future of Agent Capabilities 01:01:03 - Alignment and Human Integration 01:25:36 - Industry Predictions and Outlook Disclaimer: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Discover how AI is revolutionizing crypto as Yan Liberman sits down with Dylan Zhang, co-founder of Pond AI, to explore the intersection of AI and blockchain technology. Learn about graph neural networks, dynamic DeFi structures, and the future of decentralized AI infrastructure! 🎯 Key Highlights ▸How Graph Neural Networks (GNNs) differ from Large Language Models (LLMs) ▸The journey from single models to a decentralized model layer ▸Achieving 92% accuracy in detecting malicious behaviors ▸Revolutionary approach to dynamic fee structures in DeFi ▸The future of AI agents and model ownership in crypto 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Yan's Twitter: https://x.com/yanliberman ▸ Dylan's Twitter: https://x.com/ThinksDylan 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction & Crypto Journey 02:44 - DeFi with AI 05:13 - GNNs vs LLMs 15:11 - Platform Evolution 26:42 - AMMs & Dynamic Fees 39:10 - Future Roadmap Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Pondering Durian as he explores the future of multi-agent systems with David Minarsch, co-founder of Valory AG and core contributor to OLAS. This deep dive covers: - Why autonomous agents will drive blockchain adoption before humans - The case for decentralized multi-agent systems over monolithic AI - How OLAS enables user-owned vs rented AI capabilities - The unique "Proof of Active Agent" mechanism for coordinating agent activity - Building open agent economies from DeFi to prediction markets - Creating data flywheels between agent activity and model training - The path toward general-purpose autonomous AI agents The discussion provides valuable insights into how decentralized networks could enable user-owned AI agents that do valuable work autonomously, rather than just serving as co-pilots. "We want to give people general purpose, autonomous AI agents that do valuable things for them as they define." - David Minarsch Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - David Minarsch on Twitter/X ► https://x.com/david_enim --- Chapters 0:00 Sponsor introduction: OLAS and others 0:49 Guest intro: David Minarsch, co-founder of Valerie Ag 1:21 Future shape of AI: Million models vs hyperscale models 3:03 David's background and OLAS team 6:26 Multi-agent systems explained: Agents vs Models 11:50 Web architecture evolution and data silos 21:00 Agent frameworks' impact on blockchain ecosystems 24:59 Rapid fire: Overrated vs Underrated 29:06 OLAS vs Competition: Key differentiators 34:12 Are agent protocols winner-take-all? 39:26 Current and future OLAS use cases 45:11 Infrastructure gaps and challenges 47:25 Closing remarks and how to try OLAS Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or

Join Anil Lulla (Delphi Digital) and Ninad Naik (Mira) as they explore how to move AI from co-pilot to autonomous systems through enhanced reliability. Key topics include: - Why current AI is limited to low-consequence tasks and human oversight - How Mira's decentralized verification network reduces error rates from 30% to sub-5% - Using crypto incentives to build trustworthy, autonomous AI systems - The journey from batch processing to real-time verification - Targeting education and medical sectors as initial use cases - Building Web3 infrastructure that solves real Web2 problems This conversation examines Mira's vision for making AI reliable enough to move beyond human supervision and into production-grade autonomous systems. "When you think about the key challenges from any builder's perspective... we're trying to solve for how do you make AI more reliable?" - Ninad Naik Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Anil Lulla on Twitter/X ► https://x.com/anildelphi - Ninad Naik on Twitter/X ► https://x.com/_ninadn --- Chapters 0:00 Sponsor introduction: OLAS and other sponsors 0:50 Introduction with Anil Lulla from Delphi Digital 2:21 Ninad's background: Experience at Amazon and Uber 3:30 Current state of AI and its challenges 7:21 Core issues with AI reliability 9:15 Approaches to reducing AI error rates 13:10 Discussion of latency challenges and batch processing 17:56 Using crypto concepts for AI verification 20:44 Risks and challenges in crypto-AI integration 22:53 Go-to-market strategy and target sectors 24:49 Future of AI models: Foundation vs Fine-tuned 29:50 Handling subjective information verification 34:16 Model consensus and bias management 37:13 Partnerships and future outlook for Mira 40:11 Bridging Web2 and Web3 in AI 42:30 Crypto adoption challenges in AI industry 45:51 Discussion of Web2 demand confidence 46:48 Closing remarks and how to follow Mira Disclaimer

Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore: - The current state of decentralized GPU marketplaces - The role of data DAOs and IP rights in AI development - Viability of decentralized training and inference - The future of AI agents and identity systems - Which crypto AI verticals show real promise vs hype This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves. "I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - José Macedo on Twitter/X ► https://x.com/zemariamacedo - Emad Mostaque on Twitter/X ► https://x.com/emostaque - Kyle Samani on Twitter/X ► https://x.com/kylesamani --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introducing Panel and Debate Setup 01:58 Kyle on GPU Marketplaces and Infrastructure 04:23 Evaluating Different Crypto AI Sectors 06:41 Current State of the Crypto AI Market 10:37 Core Benefits of Crypto for AI Development 14:41 Talent Migration into Crypto AI 20:25 The Mimetic Value of Crypto AI 24:36 Deep Dive: Decentralized GPU Marketplaces 33:13 Game Theory of Open Source AI 41:38 Discussion on Data and Data DAOs 48:40 Private Data and Expert Knowledge 52:11 Rapid Fire: Key Sectors Analysis 54:33 The Future of AI Agents 58:11 Identity and Final Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of

Dive deep into IOnet, the world's largest decentralized AI compute network, with Pondering Durian (Delphi Digital) and Torrey Green, CEO of IOnet. This engaging discussion covers: - How IOnet is disrupting the $2.5 trillion cloud computing market - IOnet's unique "decentralized clustering" approach enabling global supercomputers - Growth strategies and roadmap to become the leading AI compute provider The conversation explores how decentralized networks like IOnet provide cheaper, more flexible compute without the constraints of centralized cloud providers. Discover why execution is key as IOnet aims to replace AWS through demand generation, upgraded offerings, and a world-class team recruited from web2 giants. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - Tory Green on Twitter/X ► https://x.com/mtorygreen --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introduction of Tory Green, CEO of IO.net 01:29 Tory's Background and Path to IO.net 04:07 Competitive Advantage vs Incumbents 06:48 The Theory of Disruption 08:40 IO.net's Differentiation: Decentralized Clustering 11:47 Growth and Customer Acquisition Strategy 14:37 Enterprise Adoption and Security 17:18 Supply Chain and GPU Market Analysis 20:11 Rapid Fire: Overrated vs Underrated 25:32 Future of Decentralized Training 27:09 Edge Computing and Network Flexibility 31:31 IO.net's Future Roadmap 35:18 Long-term Vision and Goals 38:01 Closing Thoughts on AI's Impact Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only

The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future. In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society. Key insights: - Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals - The next 6 years represent a critical window to position for the new economic paradigm - Technology and crypto represent the primary vectors for capturing value in the exponential age - The intersection of AI and blockchain could enable new forms of economic activity and value creation "We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II - Raoul Pal on Twitter/X ► https://x.com/Raoulgmi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:49 Introduction with Raoul Pal 01:53 The Exponential Age Thesis 04:28 Impact of AI on Economic Growth 08:05 Future of Markets and Investment Returns 11:47 AI, UBI, and Economic Transformation 14:10 The Future of Money in an AI World 17:41 Blockchain and AI Integration 21:43 Traditional Investors' Understanding of AI 24:43 Government and Regulatory Response 30:02 Investment Framework Evolution 34:12 High Conviction Investment Bets 39:43 Personal Portfolio Strategy 41:15 Tesla and Tech Stock Analysis 44:49 Elon Musk's Master Plan 49:06 Rapid Fire: Underrated vs Overrated 54:26 Future of Media and Personal AI 59:45 Closing Thoughts and Contact Information Disclaimer All statements and/or opinions expressed in

Welcome to Delphi’s Crypto x AI Demo Day, showcasing some of the innovative teams building at the intersection of crypto and AI. Watch exciting product demonstrations spanning payment rails, DeFi agents, smart contract security, and more. In the final week of Delphi's Crypto x AI Month, we turn the spotlight to builders who are actively developing applications that explore new possibilities. See firsthand how teams are combining blockchain and AI to create practical solutions for real-world challenges. The Demo Day lineup includes: - Venice - private and uncensored alternative to the popular AI apps - Daisy - Daisy makes custom AI easy - Testmachine - AI powered Smart Contract Security - Skyfire - Visa for AI Agents - Almanak - End to end platform for financial AI agents - Rivalz - World abstraction layer for AI agents Part of our comprehensive virtual conference featuring 40+ industry leaders in panels, debates, and deep-dive discussions. Access the full lineup of Crypto x AI Month content here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Chapters: 00:00 Intro 01:45 Venice AI 07:50 Almanak 13:04 Daisy AI 18:18 Testmachine 22:48 Skyfire 26:08 Rivalz 29:43 Outro Disclosure: All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

In this thought-provoking discussion with Can Gurel (Delphi), the NEAR co-founders share insights on Illia's work co-authoring the groundbreaking "Attention is All You Need" paper that introduced transformers, their vision for user-owned AI and democratizing access to AI capabilities and more. Key insights include: - How NEAR's original focus on AI developer tools led them to discover the need for better payment infrastructure for distributed workforces - Their framework for user-owned AI that optimizes for individual success rather than platform profits - Technical challenges and solutions for distributed AI training and inference - The importance of private computing for enabling user-controlled AI systems The conversation provides valuable perspective on the intersection of AI and crypto from pioneers who have worked at the cutting edge of both fields, offering insights into how decentralized technologies could enable more democratic and user-centric AI development. "The reality is we kind of have like a little bit of a model that some data we don't want to share... Your assistant will be able to help you with filing your taxes and finding ways to file receipts for expenses, and it will need to have access to all of this. What you don't want is all of this data end up leaking or showing up in somebody else's chat." — Illia Polosukhin, NEAR Protocol Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Illia Polosukhin on Twitter/X ► https://x.com/ilblackdragon - Alex Skidanov on Twitter/X ► https://x.com/alexskidanov --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Introduction of Illia and Alex from NEAR 03:11 Origins of the Transformers Paper 08:07 Discussion on LLMs and Model Understanding 11:05 Alpha Go and Self-Improvement in AI 15:16 NEAR's Evolution from AI to Blockchain 19:37 The Story Behind NEAR's Foundation 26:32 Vision for User-Owned AI 30:31 Analysis of the Crypto-AI Stack 35:28 Data

A discussion with Nick Emmons (Allora) and Himanshu Tyagi (Sentient) examining different approaches to coordinating AI development through decentralized networks. Allura focuses on coordinating multiple models to achieve specific objectives, while Sentient works on open-source model development and value attribution through cryptographic techniques. Key topics include: - The evolution from Twitter bots to sophisticated AI agents in crypto - Different approaches to model coordination and incentivization - Technical deep-dive into Open Monetizable Loyal (OML) models - Trust verification and cryptographic solutions for AI deployment - The complementary roles of model aggregation and model development - The intersection of crypto infrastructure and AI trustworthiness - Future implications for decentralized AI development The conversation explores the relationship between AI model development, cryptographic systems, and economic incentives, examining how different projects approach the challenges of building coordinated AI systems. "I think crypto networks are fundamentally means of turning different nebulous resources into more kind of tangible digital commodities." — Nick Emmons, Allora Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Michael Rinko on Twitter/X ► https://x.com/mrink0 - Nick Emmons on Twitter/X ► https://x.com/nick_emmons - Himanshu Tyagi on Twitter/X ► https://x.com/hstyagi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Discussion of AI Twitter Bots and Market Impact 04:28 The Role of Agents in Crypto Systems 06:54 Evolution of AI Agent Integration 11:46 Understanding Coordination Networks 14:21 Building Model Coordination Solutions 16:19 Initial Use Cases and Development Focus 22:28 Comparison with BitTensor Approach 25:06 Deep Dive into OML Technology 32:39 Trust and Verification in AI Systems 36:40 Objective-Centric AI Paradigm 39:07 Sentient's Complementary Approach 42:10 Current Constraints and F

Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation. In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on: - The decentralized AI stack from compute and data to applications - Leveraging crypto primitives to coordinate and incentivize key AI resources - Demand-side considerations and potential use cases for decentralized AI - The relationship between network utility, speculation, and value in AI tokens - Advantages of decentralized infrastructure and crypto-economic models for AI - Experiments with autonomous AI agents utilizing novel economic rails - Regulatory environment impact on DeAI network development - Current state of crypto AI ecosystem and future evolution Panelists include: - Shayon Sengupta (Multicoin Capital) - Marc Weinstein (Mechanism Capital) - Anand Iyer (Canonical Crypto) - Ed Roman (Hack VC) The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Yan Liberman on Twitter/X ► https://x.com/yanliberman - Anand Iyer on Twitter/X ► https://x.com/ai - Ed Roman on Twitter/X ► https://x.com/ed_roman - Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta - Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 04:48 Understanding the Crypto AI Stack 07:05 Crypto and AI as Opposing Technologies 11:12 Data and Compute Infrastructure 15:32 Capital Formation and Market Dyn