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 Dynamics

20:25 Token Design and Value Accrual

25:00 Current Liquid Market Landscape

31:46 Evolution of Attention vs Utility

35:28 AI Agent Market Development

41:59 Defining AI Agents and Their Capabilities

47:36 Discussion on GOAT and Autonomous Agents

52:40 Future Timeline and Closing Thoughts

Disclaimer

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

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

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

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

- Why specialized agent collectives may outperform general AI systems

- The technical foundations of agent collaboration and evaluation

- How Theoriq enables permissionless agent development and discovery

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

- Future implications for autonomous AI systems and agent coordination

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

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

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

---

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

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

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

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

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

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

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

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

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

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

11:32 Defining AI Agents and Their Capabilities

15:31 The Concept of Agent Collectives

18:38 The Future of AI and AGI

25:00 Concerns About AI Safety and Development

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

30:54 Evaluators in Theoriq's System

34:08 Permissionless Nature of Theoriq's Platform

36:14 Developer Experience and SDK for Theoriq

39:33 Optimizers and Agent Collectives

41:48 Future of Autonomous AI Agents

44:22 Discussion on Truth Terminal and AI Autonomy

47:34 Call to Action and Closing Remarks

Disclaimer

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

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

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

- The unique challenges of ethical data collection for AI training

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

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

- Why decentralization is crucial for fair and efficient data harvesting

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

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

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

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

---

Crypto x AI Month is 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

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

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Introduction of Andrej from Grass Network

01:40 Overview of Grass Network and Its Vision

05:31 Decentralization and Its Importance for Grass

08:41 The Future of Data for AI

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

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

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

24:25 Decision Making Process for Data Scraping

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

30:40 Data Processing and Downstream Tasks

33:08 The Future of Data Labeling

35:19 Node Types in the Grass Network

37:13 Closing Remarks and Invitation to Join Grass

Disclaimer

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

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

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

- Craig DeWitt (Skyfire)

- Don Gossen (Nevermind)

- Yuga Cohler (Coinbase)

Key topics include:

- Why traditional payment rails are insufficient for AI agent transactions

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

- How crypto enables programmatic, instant, and global payments

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

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

- Security and reliability considerations for autonomous AI payments

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

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

---

Crypto x AI Month is 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

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

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

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

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

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

14:06 Regulatory Challenges and KYC for AI Agents

22:12 Authentication and Verifiability in AI Agent Transactions

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

38:29 Biggest Opportunities in AI Agent Payments

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

1:02:46 Types of Payments Involving AI Agents

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

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

1:26:53 Closing Remarks

Disclaimer

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

Can crypto unlock AI's full potential?

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

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

- William Wolf (Arch Capital)

- Jake Brukhman (CoinFund)

- Casey Caruso (Topology)

Key topics include:

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

- Unique advantages blockchain brings to AI infrastructure

- Decentralized approaches to compute, training, and inference

- The future of data ownership and aggregation

- Potential for AI agents to utilize crypto payment rails

- Challenges and opportunities in various crypto AI verticals

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

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

---

Crypto x AI Month is 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

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

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

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

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

04:29 Responding to AI and Crypto Skepticism

11:56 Dependence on Open Source AI Models

18:10 Crypto's Unique Value Proposition in AI

25:07 Regulatory Challenges and KYC for AI

31:35 The Future of AI Models and Compute

38:29 Most Interesting Areas in Crypto AI

48:02 Decentralized Inference and Verifiability

52:27 The Value and Future of Data in AI

59:53 AI Agents and Multi-Agent Systems

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

1:12:13 Closing Thoughts and Future Predictions

Disclaimer

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

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

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

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

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

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

Key Questions:

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

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

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

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

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

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

---

Crypto x AI Month is 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

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

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

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

---

Chapters

00:00 Introduction to Decentralized Infrastructure

04:04 Demand and Competition in Decentralized Computing

10:49 Innovations in Decentralized Storage Solutions

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

18:35 Project Superpowers: Unique Value Propositions

25:11 Overrated vs Underrated: Quickfire Round

32:52 Decentralized Training: Future Perspectives

37:49 Vision and Success Metrics for the Future

Disclaimer

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.

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

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

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

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

---

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

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

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

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

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

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

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

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

---

Chapters

00:00 Introduction to Decentralized vs Centralized AI Training

02:46 The Viability of Decentralized AI Models

05:57 Technical and Economic Challenges in AI Training

09:09 The Future of Specialized vs Generalist AI Models

12:01 The Role of Regulatory Environment in AI Development

14:56 The Importance of Model Maintenance and Updates

18:06 The Economics of Decentralized AI

20:56 Talent and Collaboration in Open Source AI

23:58 The Efficiency of Decentralized Systems

27:04 The Political Implications of AI Control

30:12 Recent Breakthroughs in Decentralized Training

33:04 The North Star of Open Source AI

35:53 The Intersection of Open Source AI and Crypto

38:59 The Future of Competition in AI Markets

46:22 Decentralization and Competition in the Market

49:34 The Evolution of User Interfaces and Trustlessness

52:31 The Convergence of AI and Crypto

56:30 The Role of Agents in the Economy

01:01:27 Open Source AI and Value Capture

01:06:23 Governance Challenges in Decentralized Systems

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

Disclaimer

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

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

This comprehensive conversation covers:

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

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

---

Crypto x AI Month is 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 Hotz on Twitter/X ► https://x.com/Nick_Hotz

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

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

---

Chapters

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

07:00 Understanding the Incentive Mechanism in BitTensor

13:14 Interfacing BitTensor with Real-World Applications

19:29 The Role of Validators in BitTensor

22:50 TAO: The Utility Token of BitTensor

39:26 Understanding TAO Emissions and Their Impact

45:11 The Role of Validators and Emission Allocation

52:43 First Mover Advantage in Decentralized AI

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

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

Disclaimer

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

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

► How decentralized models can offer solutions to centralized AI control

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

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

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

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

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

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

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

► The clash between centralized AI and decentralized alternatives

► The role of crypto in enabling open, permissionless systems

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

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

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

---

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

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

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

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

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

---

Chapters

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

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

03:10 Building Alternatives: The Case for Venice

06:02 The Importance of Competing Viewpoints in AI

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

11:48 The Future of AI and Crypto Integration

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

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

22:12 The Dangers of Centralized Control in AI

24:10 Maintaining Skepticism Towards Authority

26:58 The Role of Truth in AI Development

28:49 The Rise of Permissionless AI

35:04 Privacy and Data Security in AI

37:03 The Future of Governance and Mobility

41:20 Utopian Visions: AI and Human Progress

43:46 Decentralized Training: The Key to AI Freedom

55:16 The Need for Leadership in Open Source AI

Disclaimer

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

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

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

Chapters

00:00 Introduction to MetaDAO and Market Efficiency

06:12 Beliefs and Skepticism in Market Efficacy

12:56 Futarchy: A New Governance Model

19:43 Building MetaDAO: Challenges and Opportunities

26:55 Engaging Users in Prediction Markets

31:14 Designing for Diverse Users

34:08 Metrics for Futarchy

36:34 Addressing Time Value of Money in Proposals

39:53 Composability in Prediction Markets

42:19 Futarchy vs Traditional DAOs

46:42 Long-Term Strategic Decisions in Governance

52:24 AI and Futarchy: A New Frontier

56:48 Minority Protection in Futarchy

01:00:08 Future Growth and Development of MetaDAO

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

Chapters

00:00 Introduction to Kain Warrick and Synthetix

03:23 Kain's Journey in the Crypto Space

06:59 The Evolution of Synthetix and Yield Farming

10:07 Understanding User Needs in DeFi

12:36 Infinex: Bridging Centralized and Decentralized Experiences

15:12 Challenges of Centralized Exchanges

17:53 User Experience Innovations in Infinex

20:19 Cross-Chain Integration and Aggregation

23:07 Building a Stateful Application for DeFi

26:26 Competition in the DeFi Space

29:12 Long Tail Opportunities in DeFi

34:54 The ETH vs. Solana Debate

37:56 Governance in DeFi: Challenges and Innovations

47:23 The Future of ICOs and Token Distribution

55:43 Governance Models and Their Evolution

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

Chapters

00:00 Introduction to Story Protocol and Recent Developments

02:51 The Vision Behind Story Protocol

06:03 Transitioning from AI to Blockchain

09:16 Understanding IP and Its Composability

13:02 The Future of IP Licensing with Story

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

20:45 Building a Decentralized IP Ecosystem

23:34 Challenges of Traditional IP Models

27:18 Distribution Challenges in the IP Space

30:11 Engagement with Traditional IP Holders

33:03 The Future of IP in a Composable World

37:44 User-Generated Content and Its Potential

40:31 Managing IP Rights and Disputes

46:12 Global IP Enforcement Challenges

50:29 The Role of Copyright in IP Protection

52:22 Closing Thoughts on Story Protocol

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

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

Chapters

00:00 Introduction to the Crypto X AI Accelerator

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

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

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

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

34:28 User-Owned AI vs. Corporate AI

39:48 The Importance of Data in AI Development

47:48 The Crypto AI Accelerator and Its Goals

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

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

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

Chapters

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

05:07 The Current Market Structure and its Issues

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

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

23:47 Issues with ICOs and How Legion Solves Them

30:23 MECA and Regulatory Compliance in ICOs

30:52 Market and Crypto Assets Regulation

39:38 Legion and Mika

40:37 The Legion Score

51:37 The Importance of Community

54:16 The Vision for Legion

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

Chapters

00:00 Introduction to Solana rollups

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

09:38 Scalability and Performance in Solana Rollups

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

29:00 The Potential of Shared Sequencers

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

37:15 The Importance of Privacy in Financial Transactions

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

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

Chapters:

00:00 Introduction to TIG

02:00 Proof of Work in TIG

03:26 Origin of TIG

11:08 TIG as an Outlier in Crypto

15:16 Role of Benchmarkers, Innovators, and Miners

18:07 Rewards for Innovators and Benchmarkers

24:06 Purpose of Proof of Work in TIG

26:03 Using Synthetic Problems in TIG

28:18 Discovering Efficient Algorithmic Solutions

29:39 Hardware and Algorithm Development

31:05 Challenges in Various Industries

34:22 Problem Selection and Importance

41:36 Capturing Value through IP Licensing

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

51:13 Roadmap: Transitioning to a Layer One Blockchain

53:33 Adding Deposit Requirement for Benchmarkers

55:19 Bringing in Innovators from the Academic World

Disclaimer:

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

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

Chapters 00:00 Introduction and Funding in Crypto AI

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

09:07 Creating an Open and Participatory AI Economy

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

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

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

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

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

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

48:31 Using Backdoor Attacks to Tie Ownership and Monetization

51:25 Attracting and Incentivizing AI Developers with Sentient

01:00:33 Upcoming Release and Hackathons at DevCon

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

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

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

Read our reports on AI:

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

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

Chapters 00:00 Introduction and Overview

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

08:14 The Importance of Trustworthiness and Privacy

11:24 Differentiating Between AI Types and Incentive Structures

14:43 Consumer Preference and Convenience in AI Adoption

26:08 Security Concerns and the Fragility of Concentrated Power

30:54 Building a Competitive Alternative to Centralized AI

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

38:19 Scaling Models and Open Source Solutions

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

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

48:02 AI and National Security: Implications and Challenges

53:48 Economic Value Capture and the Role of Distribution

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

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

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

01:20:49 The Commodification Risk of AI Models

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

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

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

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

Chapters

00:00 Introduction and Background

05:44 Challenges of Liquidity in Prediction Markets

13:19 Addressing Dispute Resolution in Prediction Markets

29:20 Token Launch and Future Plans

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

Chapters

00:00 Introduction and Inspiration for the Report

04:25 The Long-Term Value of Attention

09:44 Distribution Channels and Capturing Attention

23:40 Disintermediating the Web2 Model with Tokens

33:38 The Beauty and Speculation of Meme Coins

34:57 The Importance of the Application Layer in Web3

40:16 Tokens as a New Distribution Channel

46:42 The Potential of AI in Changing Internet Interaction

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

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

Chapters

00:00 Introduction to Eigenlayer and Restaking

03:52 Verifiable SaaS: Actively Validated Services

14:31 The Importance of Economic Security

34:09 Managing Risks and Ensuring Economic Security

36:01 Open Innovation and Better Services

45:26 The Importance of Unit Matching in Economic Security

54:23 Bringing Social Truth On-Chain through Forking

01:03:53 Pooling Security and Elastic Scaling

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

01:08:26 Decentralized Trust and the Eigen Token

01:09:25 Forking and Adjudication in EigenLayer

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

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

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

Chapters

00:00 Introduction and Backgrounds

04:21 The Vision for DeFi

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

12:56 The Evolution of Drift Protocol

19:03 The Rise of Meme Coin Derivatives

21:19 Exploring Faster Transactions and MEV Capture

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

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

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

31:43 The Advantages and Challenges of DEXs

34:39 The Potential for Stablecoin Innovation

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

47:23 The Future of the Crypto Market

50:46 The Impact of Token Vesting Schedules

56:30 Factors Influencing the Crypto Market

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

00:00 Introduction to Morpheus and its Goals

03:18 The Fair Launch Model and Attracting Support

05:16 The Role of the Morpheus Network

10:29 The Smart Agent Rank Algorithm

25:53 Understanding the Reward Mechanism

31:08 Rewarding Smart Agents and Compute Providers

34:56 Directing Rewards with Morpheus Token Holders

38:45 Creating an Ecosystem for Developers

45:01 Rewarding App Builders and Preventing Centralization

46:28 The Potential of Decentralized AI Models

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

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

00:00 Introduction

17:42 The DA Layer: High Throughput and Scalability

29:13 Promoting Transparency and Democratization of AI

38:54 Differentiators of Zero G Labs

51:28 Roadmap and Future of Crypto AI

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

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

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

26:04 - Amassing Users and the Mission of GRASS

34:26 - Transparency and Privacy in Data Collection

44:36 - Tracking and Authenticating Data Sources

55:05 - Representing Every Region and Culture Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities 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.

Josh, the co-founder of Astria, discusses the journey from data availability layers to building a shared sequencer network. He explains the concept of shared sequencing and its advantages, such as amortizing the cost of engineering and providing a competitive experience for rollup developers. He also addresses the trade-offs and constraints of using a shared sequencer, including the block time and potential lock-in. Josh highlights the target market for shared sequencers and the potential value accrual in a world where multiple rollups tap into the same shared sequencer. Astria is focused on building a shared sequencer for rollups, which allows for faster and more cost-effective transactions. The market is still evaluating the cost and security trade-offs of shared sequencers versus centralized providers. The architecture of a shared sequencer relies on a distributed network, but it remains to be seen if it can be cost-competitive in the market. There is also an ideological question of where to draw the line between a developer building an app-specific rollup on a centralized sequencer and writing to a base layer. The landscape of optimistic rollups versus ZK rollups is constantly evolving, with ZK technology progressing significantly. Base sequencing refers to rollups that are purely dependent on the block producers of the L1, while shared sequencing involves a separate sequencing layer. Astria's go-to-market strategy involves vertically integrating and building their own rollups on top of the shared sequencer to demonstrate its viability. ⁠Josh's Twitter - https://twitter.com/Jskybowen Chapters 00:00 Introduction and Background 17:14 Target Market for Shared Sequencers 25:11 Value Accrual in a World with Shared Sequencers 32:41 The Evolving Landscape of Optimistic Rollups and ZK Rollups 44:11 The Definition and Challenges of Base Sequencing 50:41 Astria's Go-to-Market Strategy: Vertically Integrating and Building Their Own Rollups Disclosures Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

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

• Gui's Twitter⁠
• Avi's Twitter
• Drew's Twitter

Chapters

00:00 - Introduction and Background

08:39 - Overview of Integral and its Benefits

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

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.

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

• Tory's Twitter

Chapters

00:00 Introduction to Ionet

01:03 Solving the GPU Shortage

13:24 Attracting Web2 and Web3 Customers

27:51 Building a Decentralized Model Marketplace

29:47 The Role of Crypto in Incentivizing Participants

32:37 Easy Onboarding for GPU Workers

34:00 Organic Demand and Onboarding Sales Process

37:20 Choice and Flexibility in Compute Options

43:22 Conquering the Three Key Stakeholders in Decentralized AI

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠.

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

• Ian's Warpcast
• Will's Warpcast
• Jacek's Warpcast

Chapters

00:00 Introduction and Disclosures

01:06 Understanding Layer 3 (L3) Blockchains

11:50 Benefits of L3s for Different Types of Applications

29:18 Degen Chain: Low Gas Fees and Customization

31:06 L3s vs L2s: Customized Functionality vs Scaling

32:04 Interoperability: A Vision for L3s

34:32 Usage and Adoption: The Key Metrics

36:30 The Future of On-Chain Communities

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.

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

• Jeffrey's twitter

Chapters

00:00 Introduction to Noose Research and Open Source Models

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

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

32:10 Ranking and Reputation in BitTensor Subnet

34:27 Approaching GPT-4 with BitTensor

37:42 The Potential of Synthetic Data Generation

39:07 The Future of Model Selection

41:29 The World Simulator and Amorphous Applications

44:48 The Intersection of AI and Crypto

48:32 Concerns and Risks in the Crypto AI Space

51:17 The Inevitability of AGI

53:35 The Role of Crypto in AI

56:01 Regulation and Over-Regulation in Crypto AI

58:52 The Potential Interaction Between AGI and Centralized Systems

01:05:24 Proof of Personhood and Verifying Authenticity

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

01:12:26 Attracting AI Developers to Nous Research

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

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

• Casey's Twitter
• Colin Gagich
• Vassilis Twitter

Chapters

00:00 Introduction and Background

01:54 The Need for Crypto and AI

06:29 Challenges of Decentralizing AI

09:18 Building Better Models with Web3

13:31 Innovation and Value in Crypto AI

19:11 BitTensor and the Future of Crypto AI

24:18 The Value of Outside Judgment

25:14 The Concept of a Hive Mind

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

26:33 AGI Guild and Morpheus Projects

27:32 Space and Time: Decentralized Data Warehouse

29:26 Utilizing Unused Data in DeFi Protocols

29:53 Decentralized Chat GPT with MyShell.ai

30:48 Concerns about OpenAI's Dominance

34:00 Web2 and Web3 Collaboration

35:11 The Concept of Zero Party Data

37:30 The Potential of Data DAOs and Crowdsourcing

38:06 Minimum Viable Centralization

40:29 The Inflection Point of Decentralized AI and Compute

43:45 Tangible Innovation in ZKML and Decentralized Data

45:35 The Importance of Edge Compute

46:30 The Need for Decentralized Inference

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠⁠here⁠⁠⁠⁠.

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

Takeaways

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

Chapters

00:00 Introduction and Background

03:01 The AI Stack and MyShell's Focus

07:01 Creating AI Experiences on MyShell

09:47 Easy Creation of AI Experiences

12:45 Applying Incentive Models to AI

16:34 Incentivizing Creators and Users

27:41 Competition and Differentiation

32:41 Web2 vs Web3 and Scalability

39:42 The Future of AI Agents

42:23 Improving Underlying Models and Data

45:04 Creators' Ideas and Applications

48:42 OpenAI vs. Crypto AI

51:09 Crypto's Impact on Open Source

56:02 MyShell's End Game

01:00:08

AGI and Human Feedback

01:04:19 Ratio of Creators to Users

01:06:40 Excitement and Concerns about Crypto AI

01:09:47 Incentivizing Supply and Demand

01:10:16 The Importance of Rules and Restrictions

01:12:04 Blockchain Infrastructure and Deployment

01:14:17 Hardest Party to Incentivize

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠here⁠⁠⁠.

As an additional disclosure, Delphi Ventures is invested in MyShell.AI

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

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

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

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

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

Key Links

• Citrea: https://citrea.xyz

Socials

• Orkun’s Twitter
• Can's Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

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

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

Key Links

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

Socials

• Keith’s Twitter
• Michael’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

Key Links

• Monad: https://www.monad.xyz

Socials

• Keone's Twitter
• Monad’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

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

Keywords

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

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

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

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

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

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

Key Links

• Chainflip: https://chainflip.io

Socials

• Simon’s Twitter
• Chainflip’s Twitter
• Can's Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

Key Links

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

Socials

• Logan’s Twitter
• Frictionless Capital’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

Key Links

• Ethena Labs: https://www.ethena.fi

Socials

• Guy’s Twitter
• Ethena Labs’s Twitter
• Yan’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠. DV is an investor in Ethena.

Keywords

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

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

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

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

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

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

Summary:

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

Key Links

• Upshot: https://upshot.xyz

Socials

• Nick’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Additional disclosure: Upshot is a Delphi Ventures portfolio comp

Keywords

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

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

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

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

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

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

Show Notes

• Website: bittensor.com

Socials

• Ala’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

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

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

Show Notes

• Website: Superstate
• Email: [email protected]

Socials

• Robert’s Twitter
• Superstate’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

Show Notes

• Placeholder

Socials

• Chris’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

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

Socials

• ⁠Steven's Twitter⁠
• ⁠Ed’s Twitter⁠
• ⁠Tommy’s Twitter⁠

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠here⁠⁠⁠.

Keywords

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

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

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

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

Show Notes

• StarkWare

Socials

• Eli’s Twitter
• Avi’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

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

Show Notes

• dYdX

Socials

• Antonio’s Twitter
• Jose’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

Show Notes

• Anoma

Socials

• Christopher’s Twitter
• Can’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

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

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

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

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

Show Notes

• Travis Kling Tweet on Binance Events
• CFTC Binance Action
• SEC Binance Charge
• DOJ and Binance Article

Socials

• Travis Kling’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

Binance, CZ, Changpeng Zhao, FTX, Bitcoin, Spot ETF, Allegations, Proof of reserves, Travis Kling, Ikigai Asset Management, Perseverance, Binance, CZ, Changpeng Zhao, FTX, Bitcoin, Spot ETF, Allegations, Proof of reserves, Travis Kling, Ikigai Asset Management, Perseverance, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom

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

Subscribe to the Hivemind podcast here

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

Follow Delphi Digital

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

Twitter: https://twitter.com/Delphi_Digital

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

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

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

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

Resources

• The Hidden Costs of Modular Systems by Multicoin Capital

Socials

• Kyle’s Twitter
• Nick’s Twitter
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Multicoin Capital Disclosure

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

Keywords

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

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

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

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

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

As a disclosure the host Tommy currently holds ETHE.

Socials

• ⁠James Seyffart's Twitter
• Scott Johnsson's Twitter
• Hal Press's Twitter
• ⁠Tommy’s Twitter⁠

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠⁠here⁠⁠⁠.

Keywords 

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

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

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

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

Socials

• Andrew's Twitter
• Matt's Twitter
• TestMachine's Website
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

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

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

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

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

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

Socials

• Stephen Wolfram
• Stephen Wolfram's Website
• ⁠Tommy’s Twitter⁠

Follow Delphi Digital

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

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

Podcast description

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

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

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

Socials

• Jesse Pollak
• Base
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures: This conversation is for informational purposes only and does not constitute legal or investment advice. Actual results may vary materially from any forward looking statements made and are subject to risks and uncertainties.

Chapters:

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

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

Socials

• Andriy’s Twitter
• GPT4ALL
• AtlasAI
• Tommy’s Twitter

Follow Delphi Digital

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

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

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

[00:01:32] Artificial General Intelligence.

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

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

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

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

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

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

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

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

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

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

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

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

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

[00:48:45] The AI Bubble.

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

Socials

• Emad's Twitter
• Tommy's Twitter

Recent Articles to Note

• Forbes article against Stability.AI
• Emad's Response

Disclosures

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠here⁠.

Keywords

Stability.ai, open source AI, machine learning, text to image AI, artificial general intelligence.,AGI, dangers, AIs, humans, fake news,AI, education, healthcare, productivity gains, unemployment, panopticon, centralized control, propaganda, metaverse, regulations, government control, decentralization, distribution, Internet 2.,Google, Microsoft, Meta, AI, China Social Credit Score System.,entity, alignment, national models, data sets, AGI.,information rails, Reddit, structured data sets, AI, business model,data center, cloud, partnerships, revenue, open auditable AI,Google Search, standardized models, primitive building blocks, custom model creation, Amazon SageMaker.,models, business, culture, library, AGI,education, healthcare, AGI, automation, open source A.I.,Amazon, supercomputer, petaflops, ranking, infrastructure.,technology, deals, GPUs, super compute, partners,stable diffusion, clusters, optimization, speed, size,language, AI, productivity, scalability, data,GPT-4, compute, training, language models, productivity increase.,supercomputer, AI, training, terrorism, model weights,Iran, nuclear weapon, technology, AI, government.,GPUs, data, compute, intelligence, deep learning,protests, deep learning models, AGI, swarm intelligence, AI bubble,investing, business model, AI, finance, moats,AI startups, SaaS revenue, exit, Stability, Web3 chains, infrastructure, consolidation waves, CACLTVs, open side, production models.

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

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

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

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

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

This summary was written with the help of ChatGPT.

Social Links

• Brian Retford
• Risk Zero
• Tommy Shaughnessy

Follow Delphi Digital

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

• Twitter: https://twitter.com/Delphi_Digital

• Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Additional disclosure: Delphi Ventures is invested in RISC Zero.

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

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

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

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

Social Links

• Jake Brukhman

• Tommy Shaughnessy

Follow Delphi Digital

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

• Twitter: https://twitter.com/Delphi_Digital

• Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

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

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

Social Links

• Sei Network
• Jayendra Jog
• Tommy Shaughnessy

Follow Delphi Digital

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

• Twitter: https://twitter.com/Delphi_Digital

• Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

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

Episode Overview

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

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

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

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

Links

• ⁠Delphi Labs⁠
• José Maria Macedo
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

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

In this episode, we covered:

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

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

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

Links

• Penumbra⁠
• Henry de Valence
• Tommy Shaughnessy
• Can Gurel
• Can’s Privacy Report

Follow Delphi Digital

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

• Twitter: https://twitter.com/Delphi_Digital

• Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

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

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

Social Links

• Karate Combat
• OnlyLarping
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

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

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

Social Links

• ⁠Hugh Karp
• ⁠Rober Forster
• ⁠Host Tommy Shaughnessy⁠

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed ⁠here⁠.

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

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

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

Social Links

• EigenLayer
• Sreeram Kannan
• Host Tommy Shaughnessy

Follow Delphi Digital

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

• Twitter: https://twitter.com/Delphi_Digital

• Youtube: https://www.youtube.com/@Delphi_Digital

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

In this episode we discuss:

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

Social Links

• Commissioner Peirce
• Gabriel Shapiro
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

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

Social Links

• Commissioner Peirce
• Gabriel Shapiro 
• Tommy Shaughnessy 

Follow Delphi Digital 

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

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

Social Links

• Anatoly Yakovenko
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we're joined by Nic Carter, General Partner at Castle Island Ventures for a far reaching discussion around Nic’s thesis on Operation Choke-Point 2.0; the effort of every U.S. financial regulator to deny crypto firms access to banking services.

Social Links

• Nic Carter
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

On this episode

Miller Whitenhouse-Levine the CEO of DeFi Education Fund, Marisa T Coppel Policy Counsel at Blockchain Association and Sarah Brennan GC of Delphi Ventures join host Tommy for the definitive episode on crypto regulations.

About The Guests

Miller Whitenhouse-Levine

• CEO at DeFi Education Fund
• The DeFi Education Fund is a nonpartisan research and advocacy group working to explain the benefits of DeFi, achieve regulatory clarity for the future of the global digital economy, and help realize the transformative potential of DeFi for everyone.

Marisa T Coppel

• Policy Counsel at Blockchain Association
• We are the leading nonprofit organization dedicated to promoting a pro-innovation policy environment for the digital asset economy. We work with our members to educate policymakers about blockchain technology and its ability to pave the way for a more secure, competitive, and consumer-friendly digital marketplace.

Sarah Brennan

• GC at Delphi Ventures and Research

Tommy Shaughnessy

• Co-Founder of Delphi Digital and VC at Delphi Ventures

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Host and Co-founder of Delphi Tom Shaughnessy sits down with Can Gurel and Ceteris of Delphi Digital Research's Infrastructure team to discuss their Year Ahead for Infrastructure Report.

Themes covered include 

• Recreating the centralized exchange experience on chain.
• Modular vs monolithic
• App-specific vs general purpose
• Developers choosing which chains to build on and why
• Developer vs consumer build mismatch
• IBC and the future of bridging. 
• IBC to Ethereum
• Chainlink as an important player in cross-chain interoperability for EVM chains
• MEV considerations across Ethereum, Cosmos and other chains.  
• Wallet Wars; quest to become the superapp (Standard Wallets vs Smart Contracts vs MPC Wallets)

🧠 Access The Year Ahead for Infrastructure Report Here

Social Links

• Can Gruel
• Ceteris
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Tom Shaughnessy, Co-founder of Delphi Digital, brings on Ashwath Balakrishnan, VP of research at Delphi Digital, and Jordan Yeakley, Research Analyst at Delphi Digital, to cover their Year Ahead for DeFi report.

Access the report: The State of DeFi and Where It’s Going

We cover:

Pushing DeFi Forward: Themes for the Future

Theme #1: Tailwinds for DEXs -- A Loss of Trust in Centralized Platforms
Theme #2: DeFi Blue Chips Rise From the Ashes
Theme #3: 0-1 Speculation Primitives
Theme #4: Undercollateralized Money Markets
Theme #5: Improving the State of Passive LP Products and Emphasizing Delta Neutrality
Theme #6: The Rebirth of UX Aggregators: A Front End for DeFi
Theme #7: Ditching veTokens for More Sustainable Alternatives

What Surprised Us

Surprise #1: Underwhelming Derivatives Traction
Surprise #2: Saturation of the Structured Products Space

Futuristic Ideas

Idea #1: Envisioning a Consumer-Grade DeFi Experience
Idea #2: How to Scale Undercollateralized Lending
Idea #3: The Advent of True On-Chain Arbitrage

Social Links

• Ashwath Balakrishnan
• Jordan Yeakley
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Tommy Shaughnessy continues the crypto venture capital series with Santiago Santos and CMS Holdings. We discuss the FTX fallout, the VC world post-FTX, the core tenets of crypto, and more.

This episode was originally hosted on Twitter Spaces. 

Social Links

• Santiago Santos
• CMS Holdings 
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Co-Founder of Delphi Digital Tom Shaughnessy hosts Ryan Zurrer the founder of Dialectic and Jake Brukhman the Co-Founder and CEO of Coinfund.

Ryan and Jake are experienced VCs who have been in crypto for a combined 21 years, have invested into hundreds of projects worth collectively tens of billions of dollars. 

The three discuss:

• AI
• Global Macro 
• The bear Markets
• Genesis and DCG solvency
• Web3 UI, incentives and architecture
• Issues with DAOs and the goal of investment DAOs
• NFT Art and the end goal of PFPs (Movies, IP, games)
• Web3's vision and Web2 incumbent moves like Twitter

Social Links

• Ryan Zurrer
• Jake Brukhman
• Tommy Shaughnessy

Follow Delphi Digital

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

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

This week on Full Disclosure, Gabe and Sarah are joined by Stephen Palley, a digital commerce partner at Brown Rudick. We discuss whether crypto and law are inherently political industries and Ooki DAO’s defense against the CFTC.

Show Notes:

(00:00:00) – Introduction.

(00:00:34) – Is crypto inherently political?

(00:04:13) – Analysis of CFTC suing Ooki DAO.

(00:09:34) – Regulators picking on the small guy.

Social links:

• Gabe’s Twitter
• Sarah’s Twitter
• Palley's Twitter

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

This week on Full Disclosure, Gabe and Sarah are joined by Stephen Palley, a digital commerce partner at Brown Rudick. We cover Palley’s path to crypto law, the fallout from Gabe leaking the draft Digital Commodities Consumer Protection Act (DCCPA) and which regulator is best suited to crypto.

Show Notes:

(00:00:00) – Introduction.

(00:00:51) – Drink of the week.

(00:02:21) – Palley’s life as a crypto lawyer.

(00:05:37) – Hot takes on crypto law twitter.

(00:08:26) – Which regulator is best suited for crypto?

(00:12:41) – Closing.

Social links:

• Gabe’s Twitter
• Sarah’s Twitter
• Palley's Twitter

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we’re joined by Seth Green, Shaan Bhagat, and Chris Waters, the team behind Globitron and the B-bots, an NFT cartoon project. We discuss the challenges of funding in traditional media, what NFTs and CC0 unlock for the industry, the importance of building strong fan communities, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:03:00) – Origin story of Globitron.

(00:08:03) – Hollywood vs. NFTs.

(00:12:35) – Getting funded in traditional media.

(00:15:51) – Community & a strong social foundation.

(00:22:12) – Overview on Globitron and the B-bots.

(00:32:27) – CC0 and disruptive models for media.

(00:56:01) – The Rising Tide model.

(01:06:06) – The B-bots drop.

Social links:

• Seth’s Twitter
• Chris’ Twitter
• Shaan’s Twitter
• B-bots Twitter
• Masterfile Twitter

Resources:

• B-bots Website
• Globitron Website
• Masterfile Website

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

This week on Full Disclosure, Gabe and Sarah talk about their paths into crypto law, the best & worst part of the job, and commentary on the Stabenow Boozman Bill that gives the CFTC jurisdiction on regulating digital commodities.

Show Notes:

(00:00:00) – Introduction.

(00:00:55) – Drink of the week.

(00:01:22) – Getting into crypto law.

(00:12:36) – A day in the life of a crypto lawyer.

(00:19:49) – The best & worst part of the job.

(00:22:05) – Regulating Digital Commodities / The Stabenow-Boozman Bill.

(00:37:28) – Send us your questions!

Resources:

• Gabe’s Twitter
• Sarah’s Twitter
• Stabenow-Boozman Bill on Digital Commodities

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we dive into Ethereum’s censorship resistance with Jon Charbonneau, Research Associate at Delphi Digital. We discuss the effects of OFAC sanctions on Tornado Cash, MEV & builder centralization, mechanisms to mitigate censorship, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:00:42) – Censorship, Tornado Cash, & OFAC sanctions.

(00:03:46) – New actors under Proof-of-Stake (PoS).

(00:12:50) – Economics for builders, relayers, & validators.

(00:15:47) – MEV on rollups.

(00:20:50) – Block builder and relayer centralization.

(00:27:49) – Types of censoring on Ethereum.

(00:31:00) – Censoring on PoW vs. PoS.

(00:35:33) – How does it all play out?

(00:46:43) – Building in a quasi-permissioned world.

(00:51:07) – Censorship mitigating mechanisms.

(00:59:19) – What comes after The Merge?

(01:10:22) – Risks of private order flow.

Resources:

• Jon’s Twitter
• The Hitchhiker’s Guide to Ethereum
• The Complete Guide to Rollups

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Our fifth DISRUPTORS guest, Zaki Manian, is the Co-founder of Sommelier Finance and iqlusion. He is a foremost contributor to Cosmos, having helped launch their first testnet. Subsequently, he's furthered the Cosmos roadmap by completing IBC.

Zaki joined us for the first live DISRUPTORS to explore: What's next for Cosmos?

The masterclass presentation was followed by a Q&A open to all on YouTube Live.

Show Notes:

(00:00:00) – Introduction.

(00:02:33) – Overview of Cosmos.

(00:12:33) – Cosmos principles.

(00:15:38) – What is Cosmos?

(00:18:33) – Application-Specific blockchains.

(00:22:48) – Inter-Blockchain Communication (IBC).

(00:28:20) – Modular blockchain architecture.

(00:30:50) – Cosmos hub.

(00:32:54) – Q&A.

Social links:

Zaki’s Twitter: https://twitter.com/zmanian

Zaki's LinkedIn: https://www.linkedin.com/in/zmanian

Sommelier's Twitter: https://twitter.com/sommfinance

Resources:

iqlusion Website: https://www.iqlusion.io/

Sommelier Website: https://www.sommelier.finance/

More

💬 Follow Delphi Podcast on Twitter: https://delphi.link/PodcastDelphi

✅ Follow Delphi Digital on Twitter: https://delphi.link/twitter

🧠 Access Delphi's Research: https://delphidigital.io/pricing

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed at https://delphidigital.io/transparency.

Jason Choi is the Co-founder of Tangent, a collective of successful founders and experienced operators in crypto, investing in Web3 founders. We discuss the premise for an angel collective over other structures, sourcing and filtering deals, potentially scaling Tangent’s structure, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:23) – Jason’s experience at Spartan Group.

(00:07:27) – What is Tangent?

(00:13:20) – Landing the perfect deal.

(00:16:52) – Sourcing and filtering deals.

(00:22:38) – Scaling Tangent.

(00:24:24) – Adding value to founders / Profit-taking.

(00:29:41) – Thoughts on investment DAOs.

(00:42:05) – Investing in the application layer.

(00:46:30) – Why start Tangent vs. being an angel investor?

(00:48:00) – Closing thoughts.

Social links:

• Jason’s Twitter
• Tangent Twitter

Resources:

• Tangent Website
• What is Tangent? 
• Tangent Application Form 

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
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Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we dive into Soulbound Tokens (SBTs) with Glen Weyl, Co-author of Decentralized Society: Finding Web3’s Soul. We discuss the definition of souls & SBTs, the concerns around SBTs, the range of its potential uses, and much more.

Glen Weyl is a Political Economist and Principal Researcher at Microsoft, the Founder of RadicalxChange Foundation, and Co-author of Radical Markets.

Show Notes:

(00:00:00) – Glen’s background.

(00:02:45) – Introduction to SBTs.

(00:06:55) – The what and why of SBTs.

(00:17:53) – Standardization of SBTs.

(00:21:35) – Potential use-cases for SBTs.

(00:32:54) – Unlocking the creator economy.

(00:40:46) – What are souls?

(00:43:09) – Concerns about SBTs.

(00:46:26) – Countering malicious SBTs.

(00:49:43) – Key recovery tools.

Resources:

• Glen’s Twitter
• Decentralized Society: Finding Web3’s Soul 
• Glen’s Website
• Vitalik on Soulbound Tokens

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
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Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we sit down with Kent Byers, CPO of Civitas, a play & earn community-driven 4X strategy game. We dive into Civitas gameplay, Kent’s thoughts on Web3 gaming, critiques of crypto games, and much more!

Show Notes:

(00:00:00) – Kent’s background.

(00:09:01) – What is Civitas?

(00:12:07) – Views on Web3 gaming.

(00:17:38) – Overview of gameplay.

(00:29:44) – The Civitas team.

(00:35:15) – Building enduring economies.

(00:39:01) – Critiques of crypto games.

(00:44:45) – SubDAOs and espionage.

(00:50:20) – Civitas roadmap.

(00:52:26) – Rapid fire questions.

Social links:

• Kent’s Twitter
• Civitas Twitter

Resources:

• Civitas Website 
• Civitas Whitepaper
• Civitas Linktree

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, Tommy Shaughnessy and Nick Steenstra host Kevin Smith (Director of Clerks, Dogma and Tusk) and Guy Zyskind (Co-founder of Secret Network) to discuss Kevin’s new film Killroy Was Here, the first feature film released as an NFT on Secret Network. We cover ownership rights for Killroy NFT holders, Hollywood coming to Web3, bringing up the next generation of filmmakers, and much more.

Show Notes:

(00:00:00) – Introduction / Kevin’s history in Web3.

(00:04:47) – Secret Network’s Unique NFT mechanisms.

(00:11:10) – How Web3 clicked for a traditional film director.

(00:21:12) – Ownership and rights for Killroy NFT holders.

(00:28:45) – Bringing up the next generation of filmmakers.

(00:36:45) – On community funding and making Moose Jaws.

(00:41:08) – Hollywood coming to Web3.

(00:47:05) – Revenue and governance of Web3 films.

(00:57:41) – Relating with the audience.

(01:11:10) – Privacy with NFTs on Secret Network.

(01:16:20) – Separation of funds and creativity.

(01:20:14) – Advice for filmmakers starting in Web3.

(01:22:12) – How to get a Killroy Was Here NFT.

Social links:

• Kevin Smith's Twitter
• Guy Zyskind's Twitter
• Killroy Was Here Twitter
• Secret Network Twitter

Resources:

• Killroy Was Here Website
• Secret Network Website
• Legendao Discord

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
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• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, Jon Charbonneau hosts John Adler (Co-founder of Celestia) and Dankrad Feist (Researcher at the Ethereum Foundation) for a technical deep dive into designing modular blockchain stacks. The conversation is focused on understanding the subtle differences and design considerations between Celestia and Ethereum, covering fraud proofs versus KZG commitments, the importance of validator sets, Celestiums, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:57) – On Data Availability (DA) and settlement.

(00:14:36) – Having a base asset that builds economic security from capturing fees.

(00:22:00) – Thoughts on L2 settlement & recursive L3 rollups as a strategy.

(00:29:10) – Celestia’s fraud proofs vs. Ethereum’s KZG commitments.

(00:42:53) – Tendermint vs. Gasper – the importance of validator sets.

(00:55:08) – Thoughts on Celestiums.

(01:03:48) – Closing thoughts.

Social links:

• Dankrad’s Twitter
• John’s Twitter
• Ethereum Foundation Twitter
• Celestia Twitter

Resources:

• Ethereum Foundation Website
• Celestia Website
• Celestia Github
• Article on Fraud & DA Proofs
• Our Previous Interview with John 
• Celestia on DISRUPTORS 

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, Tommy Shaughnessy and Sarah Brennan, sit down with Hester M. Peirce, Commissioner of the SEC to dive into the crypto regulatory landscape. We discuss the role of the SEC, defining decentralization, Commissioner Peirce’s Token Safe Harbor proposal, and much more!

Show Notes:

(00:00:00) – Introduction and disclaimer.

(00:01:00) – The role of the SEC in crypto regulation.

(00:06:42) – Developers avoiding the United States.

(00:11:17) – Thoughts on decentralization and technology.

(00:16:26) – The Token Safe Harbor Proposal.

(00:21:23) – Accredited investor laws & affecting change.

(00:27:31) – Critiques of crypto / Defining decentralization.

(00:38:06) – Motivation for being commissioner.

(00:44:58) – Balancing the SEC Mandates.

(00:50:48) – Other countries' regulations & global coordination.

(00:57:59) – Closing.

Resources:

• Commissioner Peirce’s Twitter
• Commissioner Peirce’s Biography
• Token Safe Harbor Proposal 2.0

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this 2-hour special, we sit down with Andy Chorlian, Co-founder and CEO of Fractional, a decentralized protocol that enables collective ownership and governance of one or more NFTs. We discuss all things NFT including Bored Ape Yacht Club’s (BAYC) airdrop strategy, governance with fractionalized NFTs, Nouns and CC0 NFTs, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:03:48) – Andy’s time at MakerDAO.

(00:10:36) – Getting into NFTs through NBA Top Shot.

(00:18:59) – Diving into Fractional.

(00:32:54) – Governance with fractionalized NFTs.

(00:37:29) – Nouns and CC0 NFTs.

(00:49:53) – Traditional companies in Web3.

(00:57:17) – Gaming NFTs.

(01:06:47) – BAYC and token airdrops.

(01:22:09) – Community building.

(01:31:40) – Identities and Web3 Social.

(01:42:23) – Effects of the bear market.

(01:48:26) – Fractional V2.

(01:53:27) – NFT market sentiment.

Resources:

• Andy’s Twitter
• Fractional Twitter
• Fractional Discord
• Fractional Website

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we sit down with Anna Carroll (Protocol Lead at Nomad) and Arjun Bhuptani (Founder of Connext) to discuss the blockchain interoperability trilemma, bridge architectures, Nomad’s optimistic design, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:58) – The interoperability trilemma.

(00:09:01) – Categories of bridge design architectures.

(00:14:18) – Diving into Nomad.

(00:31:17) – Optimistic interoperability vs optimistic rollups.

(00:44:35) – The relationship between Connext and Nomad.

(00:51:05) – Exciting cross-chain applications.

(01:07:50) – Are bridges a zero sum market?

(01:15:41) – The Ronin hack and security design.

(01:23:44) – Closing thoughts.

Social links:

• Arjun’s Twitter
• Anna’s Twitter
• Nomad Twitter 
• Nomad Discord
• Connext Twitter
• Connext Discord

Resources:

• Nomad Website
• Nomad Docs
• Connext Website 
• Connext Docs
• The Interoperability Trilemma
• The Nomad Design Philosophy

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
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Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Alex Danco is the Head of Blockchain at Shopify, a commerce platform that allows anyone to set up an online store and sell their products. We discuss Shopify’s shift into Web3, the importance of wallet UX for crypto adoption, the future of NFT-integrated commerce, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:08:15) – Shopify, wallets, and “Web3”.

(00:15:06) – Commerce and ownership.

(00:21:04) – NFTs and multiplayer commerce.

(00:41:26) – Future channels for commerce.

(00:47:10) – Building on Shopify.

(00:51:18) – Wallets and adoption.

(00:56:45) – Favorite merchants and closing.

Social links:

• Alex’s Twitter
• Shopify Twitter

Resources:

• Alex's Blog
• Alex's Newsletter
• Shopify Website
• Build on Shopify
• Article on websites

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
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Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Our fourth DISRUPTORS guest, Raoul Pal, is the Co-founder and CEO of Real Vision & Global Macro Investor (GMI). Being a foremost thought leader within the global macro space, Raoul shares his outlook on the unprecedented conditions today through the lens of a sound macro framework.

What are the implications of money demand destruction? Are we heading into a recession? What does this all mean for crypto? Tune in to find out.

Show Notes:

(00:00:00) – Introduction.

(00:05:51) – Demand destruction.

(00:07:02) – The big picture.

(00:22:35) – The dollar wrecking ball.

(00:24:32) – Rising rates.

(00:27:30) – Putting it all together.

(00:36:24) – How does it play out for crypto?

(00:44:46) – Q&A.

Social links:

• Raoul’s Twitter
• Raoul's LinkedIn
• Real Vision Twitter

Resources:

• GMI Website
• Real Vision Website

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

We sit down with Colin Brady (Chief Creative Officer) and Luke Paglia (Chief Operating Officer) from AMGI Studios, the team behind My Pet Hooligan, a desktop PvP video game that takes place in their proprietary Metaverse The Rabbit Hole. We discuss the cultural impact of strong IP, Hooligram technology, Pixar-level expressiveness in-game, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:37) – The power of a global brand / strong IP.

(00:10:33) – Overview of AMGI Studios.

(00:16:30) – User generated content, immi, and Hooligrams.

(00:28:26) – Dive into My Pet Hooligan.

(00:46:17) – Roadmap and alpha release.

(00:52:54) – Closing thoughts.

Social links:

• Colin’s Twitter
• Luke’s Twitter
• My Pet Hooligan Twitter
• AMGI Studios Twitter