The Delphi Podcast

José sits down with Rohan Pujara, general partner at Valhalla Ventures, for another episode of the Emerging Managers series on The Delphi Podcast. Rohan explains why he avoids crowded investment themes, seeks out unconventional founders, and believes venture capital has increasingly traded risk-taking for status and consensus. They explore what separates repeatable investing skill from getting lucky, why a great seed investment should have no competitors, and how Valhalla builds conviction in companies other investors overlook. Rohan breaks down the thinking behind investments in K2 Space, Jaza and Truffle—from large satellites and electricity in sub-Saharan Africa to the case for running AI on personal devices. The conversation also covers concentrated portfolios, selective follow-on investing, the appeal of owning future monopolies, and how LP incentives shape fund managers’ decisions. Rohan shares how growing up with little money shaped his willingness to take risks, why he prefers New York to San Francisco, and what it takes to build an enduring investment firm. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸José Macedo: @ZeMariaMacedo ▸Rohan Pujara: @rohanpuj 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 Cold Open 00:44 Meet Rohan Pujara and Valhalla Ventures 01:56 Why Rohan Avoids Consensus Investments 10:23 Has Venture Capital Lost Its Risk Takers? 13:11 Investing Skill vs. Getting Lucky 17:23 Finding Founders Before They Raise 19:14 What Makes an Exceptional Founder? 28:28 Concentrated Portfolios and Follow-On Investing 34:32 San Francisco Groupthink vs. New York 36:48 TCI, Monopolies and Long-Term Moats 39:37 From Crypto to Deep Tech and Beyond 44:25 K2 Space: Betting Against Small Satellites 47:34 Jaza: Bringing Electricity to Africa 51:33 Investment Mistakes and Overthinking 55:17 Backing Technical AI Founders 58:44 Truffle and the Future of Personal AI 1:03:53 Growing Up Poor and Learning to Take Risks 1:11:38 Valhalla’s Future and Aligning Incentives Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join José as he hosts another episode of the Emerging Manager series on the Delphi Podcast, sitting down with Ian Rowntree, founder and managing partner of Cantos. Ian details the ten-year journey of Cantos, moving from early vertical software into hard tech and physical AI, while announcing the launch of their $70M Fourth Fund. They dive into the reality of venture capital returns, the power law dynamics of outlier funds, and why traditional SaaS playbooks fail in frontier markets. Ian shares the frameworks Cantos uses to evaluate hard-tech founders, the mechanics behind portfolio companies like Neros and Castilleja, and why vertical integration is required to displace entrenched incumbents. Timestamps 00:00 Intro 00:39 Why Invest in Venture Capital? 07:10 The Edge of Emerging Managers 11:05 From Software to Hard Tech 23:08 Contrarian Investing, Valuations, and Venture Mistakes 34:14 What Makes an Exceptional Founder? 56:38 Bringing Technology Into the Physical Economy 1:10:51 Defense Tech, Drones, and the Future of Warfare 1:23:55 Physical AI and Shaping the Future 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ José: @ZeMariaMacedo ▸ Ian's Twitter: @IanRountree 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital Watch on Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q 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.

In this episode of The Delphi Podcast, Tommy sits down with AccelXR, author of Delphi Digital’s “Evaluating the AI Labs of China” report, to break down what’s actually happening in the US-China AI race. You can read the report here: https://members.delphidigital.io/reports/evaluating-the-ai-labs-of-china?utm_source=twitter&utm_medium=social Timestamps 00:00 Intro 00:35 Is China Innovating or Just Distilling? 06:10 DeepSeek and China’s Leading AI Labs 10:15 How China Is Working Around Weaker Chips 18:25 China’s Biggest AI Advantage: Electricity 29:45 Three Scenarios for the US-China AI Race 40:20 America’s AI Talent Advantage Is Reversing 47:45 China’s Path to AI Sovereignty Tommy: https://x.com/Shaughnessy119 AccelXR: https://x.com/accelxr 🔗 Connect with Delphi 🌐 Portal: https://delphi.link/delphipod 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital Watch on Youtube: https://www.youtube.com/@delphi_digital DISCLAIMER This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join José as he hosts another episode of the Emerging Manager series on the Delphi Podcast, sitting down with Michael Dempsey, managing partner of Compound. Michael makes the case that most venture funds being raised today are playing momentum games that won't survive contact with a real cycle, and explains why Compound has become known as one of the slowest-deploying seed funds in the US. They dive into the fallacy of founder legibility, why paying up at seed doesn't improve outcomes, and how the firm's research edge decayed the moment anyone could drop an academic paper into ChatGPT. Michael shares Compound's portfolio construction math, the thesis behind their public markets fund and the coming decade of market cap destruction, where he's investing across bio, materials, and robotics, and why the humanoid narrative is far more fragile than the market believes. Timestamps 00:00 Intro 01:24 Why Momentum Investing Fails in Venture 05:05 Price, Legibility, and the Myth of the Obvious Founder 15:10 Research as Edge and the Problem With Obviousness 32:31 Portfolio Construction and Shots on Goal 39:04 Bio, Materials, and the Commoditization of Intelligence 43:44 Public Markets, Software Margins, and the Short Side 56:58 Meta, Google, and the Mag 7 1:06:45 Crypto, Robotics, and Drone Warfare 1:21:38 Therapy, Psychedelics, and Writing 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ José: @ZeMariaMacedo ▸ Michael's Twitter: @mhdempsey 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital Watch on Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q 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.

In this episode of The Delphi Podcast, Tommy sits down with Steve McLaughlin, founder and CEO of FT Partners, to unpack how he left Goldman Sachs at 32 and built one of the most influential investment banks in fintech. Steve shares the story behind FT Partners’ early days, including how his team took a company that had received roughly $150 million offers and ultimately sold it for $550 million. He explains why FT goes deeper than traditional investment banks, how the firm has built decades-long relationships with founders, and why incentives, founder ownership, and putting your own capital behind your conviction matter. They also discuss FT’s $50 million investment in Revolut, what Steve looks for in great founders, the work ethic required to build a firm over 25 years, surviving multiple financial crises, and why he believes AI will ultimately be a bigger disruption to financial services than the internet, mobile, or crypto. Timestamps 00:00 Intro 02:20 Leaving Goldman and Starting FT Partners 11:00 Turning a $150M Offer Into a $550M Sale 18:30 How FT Partners Values Companies 28:30 Building Long-Term Founder Relationships 34:00 Founder Incentives and the Revolut Bet 52:00 What Steve Looks for in Great Founders 1:08:00 The Future of Fintech, Crypto, and AI Tommy: https://x.com/Shaughnessy119 Steve: https://x.com/FTPartners 🔗 Connect with Delphi 🌐 Portal: https://delphi.link/delphipod 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital Watch on Youtube: https://youtu.be/P_JdhPqiww8 DISCLAIMER This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of RoboStrategy. After managing personal capital through Mechanism Capital across both public and venture markets, Andrew turned his focus entirely to the under appreciated robotics industry a space he identifies as being at a critical inflection point reminiscent of AI in 2022 or crypto in 2014. They dive deep into the underlying method behind finding asymmetric bets, sizing positions, and distinguishing a true contrarian play from simply being the sucker at the table. Andrew breaks down the multidisciplinary engineering breakthroughs that sparked his initial bullishness on humanoid robotics and why he believes the industry is poised to become a multi-decade, trillion-dollar powerhouse. 🎯 Key Highlights ▸ The Robotics Inflection: Why the broader acceptance and adoption of physical AI is changing dramatically after years of stagnation. ▸ The $19M Play: The conviction and framework behind Andrew’s famous $19 million pre-markup investment into Figure. ▸ From Crypto to Nasdaq: Transitioning from on-chain trading habits to running a public robotics vehicle under the Nasdaq ticker BOT. ▸ Pre-ChatGPT Moment: Evaluating the first generation of robot foundation models and why generalizability was originally overlooked. ▸ Multidisciplinary Edge: Why generating structural alpha in robotics requires mastering electrical engineering, mechanical engineering, and robot learning. ▸ The Physics of "Pick and Place": Tapping into a multi-billion dollar market by automating simple factory tasks like sorting and packaging. ▸ Beyond Deterministic Code: Moving past traditional "if-then" programmatic parameters to build safe, AI-driven physical adaptions. ▸ The Ultimate Game: Applying crypto-native risk principles, position sizing, and asymmetry filters to venture-scale hardware outcomes. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ José: @ZeMariaMacedo ▸Andrew Kang's Twitter: @Rewkang 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Early stage pitfalls: How crypto instills bad habits in venture 00:25 — José welcomes Andrew Kang to the Emerging Manager series 01:50 — Managing personal capital from Mechanism Capital to RoboStrategy 03:00 — Humanoid robotics as a multi-decade, trillion-dollar industry 05:30 — Looking past the consensus: Finding alpha in multidisciplinary tech fields 06:50 — The Exponential Horizon: Abandoning short-termism and trading 07:15 — The 2022 DeepMind breakthroughs and signs of true robot intelligence 11:15 — Generalizability vs. Specific programming paths in traditional robotics 12:20 — The Taylor Swift vs. Kanye West task: Evaluating early vision-language backbones 13:10 — Moving objects in factories: Breaking down the massive "pick and place" market size 14:50 — Overthinking humanoids: Transitioning from industrial code to the human form factor 15:50 — Math of a billion-dollar scale: Why it only takes 20,000 robots sold at $50,000 17:40 — The hardware inflection: When traditional controllers become AI-driven joint angles 18:30 — The Figure bet: Betting on the timeline to billions in physical AI revenue 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.

In this episode of The Delphi Podcast, Tommy sits down with Travis Good, co-founder of Ambient, to discuss why open-source AI may ultimately beat the closed labs and what that shift means for developers, businesses, and the broader AI economy. Travis explains how Ambient is building a decentralized marketplace for AI inference, matching demand with underutilized GPU capacity while verifying that users receive the exact model quality they paid for. They also explore the risks of building on closed AI infrastructure, China’s growing advantage in open-source models, and why OpenAI and Anthropic may be creating long-term distrust among their own customers. The conversation also goes deeper into what would happen if OpenAI achieved AGI first, why prompt injection remains one of AI’s most important unsolved problems, and how the current AI infrastructure spending boom could eventually trigger a broader funding shock or AI winter. Timestamps 00:00 Intro 03:20 What Ambient Is and How It Works 18:40 Verified AI Inference 40:20 China and the Open-Source AI Race 49:00 Why Closed AI Is Making a Mistake 1:03:00 What Happens If OpenAI Reaches AGI? 1:17:10 The AI Bubble and a Possible AI Winter Tommy: https://x.com/Shaughnessy119 Travis: https://x.com/IridiumEagle 🔗 Connect with Delphi 🌐 Portal: https://delphi.link/delphipod 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 📺 Watch on Youtube: https://thedelphipodcast.buzzsprout.com DISCLAIMER This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join José as he hosts the first episode of the Emerging Manager series, sitting down with Jordan from Nomads—the fund-of-funds arm of the legendary VC firm Hummingbird. Together, they break down what truly separates elite venture investors from the rest of the market and how small, nimble emerging managers can outmaneuver multi-billion dollar tech funds. They dive into the concept of "pre-consensus" versus non-consensus investing, the art of tracking down hidden talent pools, and the unique psychological traits of great capital allocators. From Lord of the Rings analogies to the mechanics of a total South African real estate wipeout, Jordan shares raw, unfiltered insights into the reality of picking the ultimate GPs 🎯 Key Highlights ▸ The Great Man vs. The Hobbit: Why Jordan favors a humble, distributed approach to venture over the over-indexed "will to power" archetype. ▸ Venture Beta vs. Outlier Exploitation: Questioning whether index venture returns justify the illiquidity premium, and why Nomads focuses strictly bottoms-up on outlier funds. ▸ Pre-Consensus vs. Non-Consensus: Defining how the best pre-seed funds spot massive paradigm shifts and outlier founders well before the consensus forms. ▸ How Emerging Managers Beat Giants: Why nimble, high-trust partnerships can act as a high-signal filter for multi-billion dollar funds like Andreessen and Sequoia. ▸ The Staging Strategy: How legendary founders utilize early angel tables and small pre-seed funds as structural signal boosters before demanding massive institutional valuations. ▸ Evaluating GPs via Decisional Taste: Moving away from static profile-matching to deeply mapping how a general partner makes decisions and who they spend their time with. ▸ The Venture Archetypes: Dissecting the "Bad Cop Meta-Thinker" vs. the "Charismatic Relationship Driver" and how they balance one another in a fund partnership. ▸ The Paradox of Curiosity: Balancing the driving emotion of raw curiosity with the essential risk management of market fear to avoid chasing every shiny new thing. 💡 Subscribe for more crypto & infrastructure insights! 🔔 🧠 Follow the Alpha ▸ Jose: @ZeMariaMacedo ▸ Jordan's Twitter: @jordsnel 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Introduction to the Emerging Manager series 02:40 — Challenging venture beta vs. public equities 04:50 — Deconstructing the source-pick-win scheme and identifying real edge 06:45 — How small managers out-discover the multi-billion dollar funds 09:20 — Bridging the gap: Storytelling, storytelling calibrators, and making founders legible 10:45 — From Bridget Mendler to Nigerian tech rebels 14:00 — The Bay Area talent cluster signal vs. picking in disinterested cycles 19:00 — How Nomads evaluates the decisional mechanics of a GP 22:30 — Avoiding the mid-curve trap of over-indexing on explicit thesis articulation 24:00 — Mapping the research ecosystems: Spotting early talent in tech-bio and frontier tech 27:15 — Dissecting intensity, spotting obsession, and separating LARPs 29:15 — The structural resonance between specific GP types and outlier founders 32:45 — The art of referencing general partners and mitigating competitive biases 34:30 — Good cop, bad cop, and the dynamic pairing of the meta-thinker with the executor 37:30 — Why venture edge requires constantly reinventing yourself 41:15 — The shift in price discipline from high ownership demands to unique structuring edge 43:10 — Hunting for investment signals in the world's most obscure markets 48:20 — Convexity, concentration rules, and strict asset selectivity 51:00 — The cutting process: Meritocratic arguments, structural hypotheses, and surface-level traps 56:00 — Why George Soros makes a far better venture proxy than Warren Buffett 01:00:30 — From South African public equities to joining the Hummingbird ecosystem 01:03:00 — Advice to a younger self: Taming the pendulum between fear and deep curiosity 01:06:00 — Moral frameworks in fantasy: Lord of the Rings, Dune, and the Great Man Theory 01:15:00 — Unreliability vs. the grind: Mapping oneself to Da Vinci, Michelangelo, or Raphael 01:17:40 — A lesson in debt covenants: Jordan's biggest early market wipeout scenario 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.

What makes a great founder? Sandy Kory has spent decades trying to answer that question. As the founder of Horizon, he's backed companies like Palantir, BillionToOne, Canva, BaseTen, and SendCutSend long before they became breakout successes. In this episode, Sandy shares the unconventional framework he uses to identify exceptional founders, why he ignores most pitch decks, why talent density matters more than almost anything else, and how he developed conviction in companies years before the market recognized them. KEY HIGHLIGHTS -Why Sandy invested in Palantir before the company had a clear business model -The founder traits he looks for before reviewing a pitch deck -How he discovered BillionToOne at a $4 million valuation -Why talent density is the most important metric in a startup -Missionary vs. mercenary founders -The role of intellectual honesty in building great companies -How Sandy evaluates founders in the first 20–60 minutes -Why he believes early-stage investing remains highly inefficient -The SendCutSend story and backing an overlooked manufacturing company -How AI may change venture capital—and what won't change TIMESTAMPS 00:00 Introduction 08:46 The Palantir Investment Story 23:22 Finding BillionToOne Early 36:00 Sandy's Founder Evaluation Framework 47:07 Missionaries vs. Mercenaries 53:18 Hiring, Talent Density & Red Flags 01:09:25 AI, Investing & The Future 01:19:29 The SendCutSend Story 01:34:03 Advice for Founders & Closing Thoughts Follow Tommy: https://x.com/Shaughnessy119 Follow Sandy: https://www.linkedin.com/in/sandykory/ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital Watch on Youtube: https://www.youtube.com/@Delphi_Digital DISCLAIMER This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

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

Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vision, the physics of time-to-inclusion, and how innovations like Proprietary AMMs (PropAMMs) are redefining market making. Logan also explores the broader implications of AI, from the compounding power of Grok to the societal impact of a robot-led workforce.🎯 Key Highlights▸Analyzing the Frictionless chart showing that crypto apps on Solana are the fastest to reach $100M in revenue globally.▸ Why Logan remains bearish on the "incorrect" modular design and Layer 2 scaling solutions. ▸ How the speed of light and server location prevent current centralized exchanges from being truly global. ▸ A look at the next engineering frontier. ▸ The "crypto-native" evolution of order books that uses massive Oracle updates to eliminate stale quotes. ▸ Why Logan believes the market will split into either fully regulated exchanges or fully decentralized global engines. ▸ Why Elon Musk's Grok is positioned to be the smartest model over time. ▸ The "freaky" transition to humanoid automation and the potential for a 20-day "atom-moving" data center revolution.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Logan's Twitter: @LoganJastremski▸ Frictionless's Twitter: @FrictionlessVC🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Logan’s return to Miami & Fund 1 vs. Fund 2 thesis04:00 — The $100M revenue chart and acting on alpha08:00 — Why throughput alone isn't enough: execution as the North Star 11:00 — Solana’s parallel execution and the 2021 NFT "gas wars" 13:30 — Being "bearish decentralization" for its own sake 17:00 — The Global Exchange vs. New York physics limitations 22:00 — Multi-Leader design: 20ms inclusion and regional information 30:00 — Blockchains as the leading indicator for price discovery 34:00 — Rebuilding modern finance: efficient 24/7 global markets 38:30 — The hollowing out of regional, non-KYC exchanges 42:00 — Estimating the $20 trillion daily global trading market 45:00 — From AMMs to PropAMMs: the crypto-native order book 52:00 — Hyperliquid vs. Solana: product-led vs. engineering-led 59:00 — Retail order flow and the "payment for order flow" win-win 01:05:00 — Timeline for the multi-leader world (2027/2028) 01:11:00 — Returning to fundamentals: cash flows and PE ratios 01:15:30 — Bullish Grok: the vector of compute and real-world atoms 01:21:00 — Automation anxiety: Uber, gig work, and surgical robots 01:26:00 — Dystopian gambling, inflation, and the Zillow reality 01:29:00 — Financing the $30k robotDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, se

Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest online hackathons and why they chose to double down on the Solana ecosystem.They dive into the mechanics of sourcing 80,000 builders, the transition from remote to a massive in-person accelerator, and the shift from an infrastructure-focused crypto world to a new era of diverse consumer applications. From sub-3-hour marathons to "grenade" interview questions, Clay reveals what it truly takes to survive and win in the arena.🎯 Key Highlights▸The Numbers of Coliseum▸Clay shares the endurance training secrets that helped him clock a sub3-hour marathon in both Oakland and New York.▸How Coliseum distills 2,000+ global submissions down to a cohort of 10–15 elite investments.▸Why Coliseum moved from all-remote batches to a 75-desk physical hub in San Francisco.▸Why Clay believes Solana’s performance is the only viable infrastructure for the coming "application era".▸Why the Coliseum team now over-indexes on high-agency founders.▸The 15-minute "pressure test" interview used to suss out a founder’s conviction and humility.▸A new funding vehicle designed for companies launching on MetaDAO.▸A look at grand prize winners like Unruggable and Ore.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Clay's Twitter: @clayrobbins ▸ Coliseum's Twitter: ‪@Colosseum‬ 🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen onSpotify: https://open.spotify.com/show/62PR1Ri...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube: / @delphi_digital Timestamps

Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensive research and discussions with Nobel Prize-winning physicists, Nic breaks down why the "quantum threat" has moved from theoretical FUD to a material risk that the Bitcoin community is currently unprepared to face.They explore the "Q-Day" timeline, the vulnerability of Satoshi’s 2 million BTC, and the urgent need for a migration to post-quantum cryptography. Can Bitcoin’s rigid governance survive the most significant technical challenge in its history, or will sovereign nations and private firms reach the coins first?🎯 Key Highlights▸Why Nic stepped away from podcasts and TV to focus on precise technical writing.▸The 2025 Quantum Inflection: Why 2025 was a record year for quantum investment.▸The Trillion Dollar Bug Bounty: The "unsolvable" problem of Satoshi’s P2PK addresses.▸Why Bitcoin developers implemented Taproot without making it quantum-resistant.▸Defense in Depth for BTC: The technical hurdles of implementing post-quantum signature schemes and the potential for a mandatory "migration" period.▸How the U.S.–China rivalry mirrors the 1939 race for the atomic bomb.▸Applying maritime law to the potential "theft" of ancient Bitcoins by private firms like IBM or Microsoft.▸Scoring the Bitcoin core developers’ preparedness at a 1/100.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Nic Carter Twitter: @nic_carter🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen onSpotify: https://open.spotify.com/show/62PR1Ri...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube:

Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives? Halcyon Futures: https://halcyonfutures.org 🎯 Key Highlights ▸ Leaving VC to focus entirely on AI safety and security ▸ Why Halcyon flipped the model: nonprofit first, fund second ▸ Multi-layered “defense in depth” approach to AI biosecurity & cyber risk ▸ The acceleration vs. safety debate — finding middle ground ▸ Good Fire case: career grants into interpretability research ▸ The 2×2 dilemma — speed vs. slowdown, centralization vs. decentralization ▸ U.S.–China dynamics and fast takeoff scenarios ▸ AI underwriting: how insurance can drive safety standards ▸ Founder-market fit and mission orientation in AI startups ▸ Risk, diffusion, and the uncertain path to AGI 💡 Subscribe for more crypto & infrastructure insights! 🔔 🧠 Follow the Alpha ▸ Mike's Twitter: @MikeMcCormick_ ▸ Halcyon's Twitter: @HalcyonFutures 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Mike’s background & pivot to AI safety 03:00 — The realization: AGI could change everything 05:00 — Why VC wasn’t enough to solve the problem 06:00 — Halcyon’s hybrid model and early mission 08:00 — AI security concerns: misuse, bio, and control 12:00 — Defense in depth: pre-training → deployment 15:00 — The creativity vs. restriction trade-off 17:30 — Pause AI vs. Build Baby Build 20:00 — Speed vs. centralization: the 2×2 framework 24:00 — Good Fire: career grants & interpretability 27:00 — Writing to neurons: alignment and insight 30:00 — How insurance markets can enforce safety 36:00 — Mission-driven founders & conviction filters 44:00 — Geopolitical race: U.S., China, and compute 50:00 — Diffusion limits, adoption, and energy costs 57:00 — Mass unemployment and meaning after AGI 01:05:00 — What “winning” AGI means for humanity 01:12:00 — Critical thinking, sycophantic AI, and engagement traps 01:20:00 — UBI, adaptation, and new work paradigms 01:30:00 — Three AGI futures: scale, shift, or stall 01:36:00 — 20% catastrophic risk & asteroid analogy 01:40:00 — Final message: talent is upstream of everything Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.

Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce build times from seven months to just days, Enso is positioning itself as the Unity engine for Web3. Enso: https://www.enso.build 🎯 Key Highlights ▸ Connor's nine-year journey from writing Solidity in Mist Wallet to building crypto infrastructure ▸ How Enso powered Berachain's $3.1 billion DeFi launch behind the scenes ▸ Reducing developer build times from 7 months to 1.5 days through abstraction ▸ Why crypto needs more apps (4,800) than blockchains (1,000+) for mass adoption ▸ The "fat engine thesis" - how abstraction layers will control blockchain routing ▸ Enso's upcoming network model: action providers, grafters, and validators ▸ The "Enso Drop" - accessing 370+ potential airdrops through network participation ▸ Security through simulation: 4ms response times vs industry standard 2.6 seconds ▸ Chain abstraction vs. application abstraction: the real path to user adoption ▸ Why product beats paper in crypto's current critical juncture 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Connor's Twitter: @connor_enso ▸ Enso's Twitter: @EnsoBuild 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Intro: Connor Howe, Enso co-founder 01:15 — Nine years building in crypto: from Bitcoin to Ethereum 03:00 — Early DeFi development challenges and the birth of Enso 05:00 — Chain abstraction vs. application abstraction philosophy 08:30 — Serving 8% of Web3's developer mindshare (2,250+ developers) 11:00 — Berachain's $3.1B launch: Enso's behind-the-scenes role 13:15 — AI agents, automation, and new use cases emerging 15:00 — Reducing build times: from 7 months to 1.5 days case study 17:30 — Security through simulation: 4ms response times 21:30 — Why we need products people actually want to use 23:15 — New developer onboarding trends and product directions 26:30 — The Enso Network: action providers, grafters, validators 30:00 — Self-service protocol integration and scalability 33:00 — Enso vs. Yearn comparison and strategy differences 35:15 — Network economics and fee distribution mechanisms 39:00 — Upcoming TGE and token utility design 41:00 — The "Enso Drop": accessing 370+ protocol airdrops 42:00 — Developer relations strategy: YouTube, universities, incubators 45:15 — Keeping developers away from crypto Twitter for innovation 47:15 — Fat protocols vs. fat apps: the abstraction layer thesis 51:30 — "Product beats paper" - crypto's critical juncture Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens

Join Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market. DoubleZero: https://doublezero.xyz 🎯 Key Highlights ▸ The internet bottleneck: why high-performance blockchains are hitting infrastructure limits ▸ Building a parallel internet with dedicated fiber, FPGAs, and multicast technology ▸ Proof of utility: weaponizing greed and capitalism for positive-sum network outcomes ▸ 16% of Solana network already running on testnet despite limited infrastructure ▸ Technical deep-dive: signature verification, packet deduplication, and jitter reduction ▸ Token economics and bandwidth contribution models vs traditional staking ▸ Long-term vision: replacing IP addresses with public-private key routing 💡 Subscribe for more crypto & infrastructure insights! 🔔 🧠 Follow the Alpha ▸ Austin's Twitter: @Austin_Federa ▸ DoubleZero's Twitter: @doublezero 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Intro: Austin Federa and the internet bottleneck problem 02:00 — Building a parallel internet for distributed systems 06:00 — The Firedancer project and million TPS potential 09:15 — Technical architecture: fiber, FPGAs, and multicast technology 13:30 — Signature verification and packet deduplication explained 17:15 — Proof of utility: Shapley values and economic incentives 23:45 — Validator onboarding and network connection process 29:30 — Testnet success: 16% of Solana network adoption 33:15 — Latency, jitter, and bandwidth improvements explained 39:00 — Token economics: 2Z token and payment models 44:45 — Access models vs staking requirements for enterprises 51:30 — Validators.app badges and network transparency 59:15 — Governance roadmap: from mainnet beta to full decentralization 01:05:45 — Long-term vision: replacing IP addresses and DNS 01:09:15 — Lightning round: most misunderstood aspects 01:12:30 — Five-year vision: parallel internet for high performance systems Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.

Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders. Legion: https://legion.cc Cookie3: https://www.cookie3.com 🎯 Key Highlights ▸ Legion's funding: VanEck and Brevan Howard backing crypto innovation ▸ Attention Capital Markets: Linking mind share with financial commitment ▸ Cookie3's attribution tech: Measuring on/off-chain value creation ▸ Merit-based token distribution vs "whoever pays most" ▸ Almanac case study: 400% oversubscribed using attention metrics ▸ Retail investor access beyond accredited gatekeeping ▸ IPO/ICO convergence on-chain infrastructure ▸ Data-driven distribution with Web2 sophistication ▸ Fighting airdrop farmers with genuine supporter identification ▸ SEC progress toward disclosure-based regulation ▸ Creator monetization through tokenized influence ▸ Mobile-first social trading infrastructure 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Matt's Twitter: https://x.com/mattytokenomics ▸ Filip's Twitter: https://x.com/fwielanier 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Legion funding announcement 01:15 - Matt O'Connor: TradFi to crypto token design 03:00 - Filip Wielanier: Cookie3's attribution mission 04:30 - Capital attribution in Web3 vs Web2 07:30 - Attention Capital Markets explained 09:00 - MicroStrategy analogy: Money where mouth is 11:00 - Almanac presale implementation 13:30 - Legion scoring and merit-based selection 16:00 - Current ICO problems 17:30 - Merit-based investing vision 21:00 - IPO/ICO convergence outlook 25:00 - Market effectiveness through tokenization 28:45 - Information markets and creator influence 32:30 - SEC regulatory progress 37:00 - Regulation compliance concerns 40:30 - Retail protection vs access 43:00 - Project funding selection problems 45:30 - Pseudonymous contributors vs VCs 48:00 - "Nanny state" and risk-taking 52:30 - Cookie3 roadmap 54:30 - Proof of humanity considerations 55:30 - Cooperative network ownership 58:00 - Platform locations 59:30 - Closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, ser

Join Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing. 6th Man Ventures: https://6thman.ventures 🎯 Key Highlights ▸ The untold story of Pump.Fun's seed round: from cold outreach to billion-dollar success ▸ Why regulatory risk-taking paid off in the Trump administration ▸ How to evaluate crypto founders differently than traditional startups ▸ The creator economy revolution: streaming meets tokenomics ▸ Digital Asset Trusts (DATs): the new MicroStrategy wave ▸ AI's impact on venture capital processes and decision-making ▸ Why attention spans are killing crypto Twitter's excitement ▸ From Bonk to Pump: lessons in meme coin investing ▸ Building conviction in contrarian bets during bear markets ▸ The importance of speed and decisiveness in early-stage investing 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Mike's Twitter: @mdudas ▸ 6MV's Twitter: @6thManVentures 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Intro: Mike Dudas, 6th Man Ventures 00:30 — The Pump.Fun origin story: cold outreach and magical moments 03:45 — Regulatory risk-taking and the Trump administration impact 06:30 — Why other VCs backed out over legal concerns 08:15 — Being hands-on with portfolio companies without being pushy 10:30 — Pump.Fun's evolution: from bonding curves to creator streaming 14:00 — The Bonk vs Pump competition and market dynamics 17:00 — How AI and AGI are changing venture capital investing 20:15 — Digital Asset Trusts: the new wave of crypto investment vehicles 26:00 — Why crypto Twitter seems less excited despite regulatory clarity 32:15 — Using AI in venture processes: market research and founder support 38:45 — The most common path from DM to investment 42:00 — Founder evaluation: red flags and green flags 47:15 — When to tell portfolio companies it's time to move on 51:15 — Decision-making under pressure: the "hell yes" principle 54:00 — Staying entrepreneurial as a fund grows and succeeds Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi's original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to solve one of DeFi's biggest problems: impermanent loss. Learn how this innovation could finally unlock natural, sustainable yield on Bitcoin at scale, creating the long-sought "holy grail" of yield-bearing Bitcoin without the downsides of traditional AMM strategies. Curve Finance: www.curve.finance Yield Basis: https://yieldbasis.com 🎯 Key Highlights ▸ Yield Basis: Eliminates impermanent loss for single-sided crypto exposure ▸ Impermanent loss problem: Why AMMs underperform buy-and-hold ▸ Michael's solution: 2x leverage counters square-root pricing ▸ Why Curve pools beat Uniswap v2 ▸ Historical sims: 10-20% APR on Bitcoin ▸ Borrowing mechanism: Capital via crvUSD allocation ▸ Tokenomics: Choose real yield OR tokens ▸ Dynamic admin fees adjust with staking ▸ GTM: Target miners, funds, treasuries ▸ Multi-chain: Separate tokens vs. bridges ▸ Market size: $50-100B addressable ▸ Beyond Bitcoin: ETH and volatile assets ▸ Michael on DeFi vs. OG principles ▸ Challenge: Matching sims to reality ▸ Why this beats points and yield farming 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Michael's Twitter: @newmichwill ▸ Curve Finance Twitter: @CurveFinance ▸ Yield Basis Twitter: @yieldbasis 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Yield Basis and Michael Egorov 01:15 - Yield Basis: Single-sided LP without impermanent loss 02:00 - Impermanent loss with Bitcoin/USDT 07:30 - AMMs create "buy low, sell high" 09:00 - Solution: Leverage eliminates square-root pricing 13:00 - Curve beats Uniswap v2 15:30 - Historical sims: 10-20% APR 19:00 - Borrowing: Arbitrage and debt management 24:30 - Net returns after costs 25:15 - crvUSD as low-cost capital 27:15 - Separate protocol vs. Curve integration 28:00 - Tokenomics: Real yield OR tokens 32:45 - Points vs. transparent distribution 36:00 - Dynamic fees prevent zero-division 40:00 - GTM: Miners, funds, institutions 43:00 - Multi-chain: Instances vs. bridges 48:30 - BD with competing chains 50:30 - Curve vs. Yield Basis governance 52:00 - Modern vs. OG DeFi principles 55:30 - Treasury relationships vs. decentralization 56:30 - Challenge: Real-world performance 58:30 - Market: $50-100B addressable 1:02:00 - crvUSD scaling mechanics 1:06:15 - Market cap ceiling calculations 1:08:00 - Beyond Bitcoin: Gold, volatiles 1:08:45 - DeFi innovations: Pendle, Athena 1:11:30 - Hyperliquid bootstrap strategy 1:12:00 - Closing: Growth parallels Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delp

Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun’s bigger vision: beyond meme coins, it’s aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem. Pump.fun: https://pump.fun 🎯 Key Highlights ▸ Pump.fun’s vision: TikTok + Robinhood + Twitch in one ▸ Streamers earning 100–300x more than on traditional platforms ▸ 9 failed products before finding product-market fit ▸ Why most crypto firms are just riding Bitcoin ▸ New fee model: $2.4M to creators on day one ▸ Mobile-first: beating desktop crypto apps ▸ $2B balance sheet for smart capital moves ▸ 100% revenue buybacks (Hyperliquid/Binance playbook) ▸ Roadmap: stablecoin + full financial stack ▸ Young founders vs. traditional finance ▸ Why social media’s incentives are broken ▸ Targeting 16–24s ignored by incumbents ▸ Stats: 70 staff, $1.6B locked, billion+ daily volumes ▸ Aggressive M&A, Facebook-style 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Sapijiju's Twitter: @sapijiju ▸ Pump.fun Twitter: @pumpdotfun 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Intro & Sapijiju’s crypto journey 04:45 – 9 failed products → Pump.fun success 07:15 – Product-market fit & anti-rug mechanism 09:15 – Scaling team to 70 10:30 – Vision: social trading super-app 13:00 – $2.4M to streamers on launch day 14:15 – Why social platforms fail creators 16:45 – 300x better monetization 18:15 – DMs, streaming & mobile-first 19:30 – Competing vs. Coinbase/Binance 21:45 – User patterns: TikTok + finance 24:30 – Network effects via creator rewards 26:30 – $500k creator starter kits 28:00 – Mobile strategy for viral growth 29:15 – Zora vs. Pump.fun (content vs. coin) 31:15 – Small changes → 5x streaming growth 33:30 – Sandbox for creator freedom 35:15 – Telegram + crypto-native tools 36:30 – Democratized ICOs 38:15 – $1.6B locked, billion+ daily volumes 39:15 – Stablecoin vision 40:15 – Long-term: global takeover 42:30 – $2B balance sheet strategy 44:30 – ROI-driven capital deployment 45:15 – M&A playbook 46:15 – DAT & institutional access 47:15 – Revenue buybacks model 49:15 – VCs missing meme culture 51:15 – Story Protocol critique 53:30 – Meme coins vs. infra “scams” 54:30 – Generational wealth cycles 57:45 – Crypto as last frontier 59:15 – TradFi as modern slavery 1:01:30 – Black Mirror & moderation 1:02:30 – Mobile growth engines 1:03:30 – Scaling to $200M daily revenue 1:04:30 – Post-token comms lessons 1:05:30 – Open DMs & next episode 1:06:15 – Closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures ma

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech. Delphi Intelligence: https://www.delphiintelligence.io/ 🎯 Key Highlights ▸ Why Delphi pivoted to AI after years in crypto research and investing. ▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more. ▸ How the team blends deep research with deal sourcing — like early crypto days. ▸ The three phases of AI scale: pretraining, inference, and the RL renaissance. ▸ José and PD on decentralizing RL and building “The World’s RL Gym.” ▸ The case for open AI: modular design, public reasoning, and collaboration. ▸ How LLMs are learning to “think longer” — and what it means for training. ▸ Open-source vs. proprietary AI — and China’s growing lead in open models. ▸ Why José believes AGI may already be here with GPT-4o. ▸ Where early AI startups can still win — from robotics to edge hardware. ▸ Why this AI moment feels like crypto in 2017 — and why it’s still early. ▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic. ▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences. ▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead. ▸ How Delphi plans to find early winners in AI, like they did in crypto. 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Delphi Intelligence's Twitter: @delphi_intel ▸ PD's Twitter: @PonderingDurian ▸ José's Twitter: @ZeMariaMacedo 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Delphi Intelligence 01:30 - Why AI Feels Like Crypto in 2017 03:30 - The AI Research Gap Delphi Aims to Fill 06:30 - Robotics Deep Dive: Humanoids vs. Specialization 10:00 - AI’s Impact on Traditional Tech Moats 14:30 - Can the Mag 7 Be Disrupted by AI Labs? 17:00 - Google, Meta, OpenAI, and the Race for Interface 21:00 - Crypto as a Hedge Against AI-Driven Inequality 24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI 28:00 - China’s Open-Source AI Strategy 31:30 - Zero-to-One vs. One-to-X Innovation Models 35:00 - Open-Source Models: Strategic or Suicidal? 38:00 - Early-Stage Edge: Where Startups Can Win 42:00 - Verticalized AI Apps, Context Engineering, and GPTs 46:00 - US vs. China in Robotics: Software vs. Hardware 50:00 - The Role of Simulation, Sensors, and Real-World Feedback 53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow 55:00 - The Vision for Delphi Intelligence 10 Years Out Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any f

Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice. Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock. Dev.Fun: https://dev.fun/ 🎯 Key Highlights ▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun ▸ Birth of Dev.Fun and the “vibe coding” philosophy ▸ Empowering non-tech users to build token-based apps ▸ Shift from memes to tools, productivity, and full-stack apps ▸ Views on AI autonomy vs. human-led design ▸ Monetization via in-app payments, tokens, and community ownership ▸ Vision: from solo devs to tokenized micro-startups ▸ Modular backend, AI-first SDKs, and payment stack ▸ Stance on moderation, decentralization, and freedom ▸ How Dev.Fun differs from Web2 builders like Locofy ▸ Long-term incentives and plans for a Dev.Fun token ▸ Crypto-native future of streaming, distribution, and curation ▸ Why Solana powers their user-generated crypto apps 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Dev.Fun's Twitter: @devfunpump ▸ Devlord's Twitter: @devlordone ▸ Robi's Twitter: @RxbiXyz 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Intro: Dev.Fun, Devlord & Robi 01:00 – Meeting via Pump.fun, founding story 02:20 – Vibe coding with AI 04:15 – Empowering non-devs to launch apps 06:30 – Token mechanics vs. traditional apps 08:00 – In-app monetization strategies 10:00 – Favorite builds: memes to tools 13:30 – Viral Epstein app & other hits 15:30 – AI autonomy vs. human input 18:00 – Can vibe-coded apps scale to startups? 20:00 – Foundation models shaping UX 22:00 – Dev.Fun vs. Lovable: app store vs. SaaS 24:00 – Crypto-native distribution’s edge 26:00 – Tokens, capital, and incentives 28:00 – What’s on-chain vs. off-chain 30:00 – AI scaffolding under the hood 33:00 – Future of decentralized infra 35:00 – Curation, virality, and app caps 37:00 – Moderation and NSFW policies 40:00 – Streaming, attention, Black Mirror 42:00 – Why Solana powers Dev.Fun 44:30 – Post-launch reflections 46:30 – Building vs. distributing 48:00 – Build team spotlight 49:15 – Token rewards & retention 51:30 – Key metrics: usage & value flow 53:00 – Final thoughts & vision Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode.

Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale. 375ai: https://www.375.ai/ 🎯 Key Highlights ▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai. ▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token. ▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used. ▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge. ▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses. ▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments. ▸ New buyer types and use cases emerging as the network scales and historical data grows richer. ▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies. ▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy. ▸ Modular sensor system design that supports future upgrades and evolving data needs. ▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage. ▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment. ▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths. ▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source. ▸ Key challenges and risks in building and scaling physical hardware for the network. ▸ The story behind the name “375ai.” 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ 375ai's Twitter: @375ai_ ▸ Harry's Twitter: @harry_dewhirst 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Harry Dewhirst & 375ai 00:55 - Harry's background 02:26 - 375ai's pivot 08:29 - 375ai overview 10:48 - Why 375ai's data is valuable 13:28 - Concrete examples of data usage 18:18 - Current stage of 375ai 22:38 - Future customers and scale 25:57 - Go-to-market strategy 29:28 - Edge AI vs. Cloud AI 34:47 - Sensors and device design 38:15 - 375ai Street and self-deployment 41:52 - Comparison with Hivemapper 44:17 - 375ai Go (mobile app) 48:06 - Demand from LLMs and real-world data 53:29 - Biggest risks and challenges 57:48 - Meaning behind the name 375ai Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch. Taofu: https://www.Taofu.xyz/ Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5 🎯 Key Highlights ▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao ▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure ▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based ▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO ▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens ▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN ▸ How miners earn rewards for providing VPN infrastructure across 80+ countries ▸ Vesting mechanics and governance voting for SNS token holders ▸ Future AI predictions: robotics integration and potential for extended human lifespan 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Taofu's Twitter: @taofuxyz ▸ Mikel's Twitter: @0xDutchmikel ▸ Mitch's Twitter: @Axilo 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Mitch, Mikel & Taofu 01:00 - Mikel's DeFi background and transition to Bittensor 02:00 - Mitch's growth background and getting "red-pilled" into Tao 03:00 - Taofu genesis: From liquid staking to subnet launchpad 05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics 06:00 - How Taofu solves subnet funding and exit liquidity problems 08:00 - Pre-dTAO barriers: High registration costs and predatory deals 11:00 - Taofu's tokenization process and multisig custody 14:00 - Due diligence and curation model for subnet selection 17:00 - Balancing AI advancement vs. Bittensor ecosystem growth 22:00 - Dream projects: Creative AI and privacy-focused solutions 25:00 - Tao Private Network (TPN): Decentralized VPN subnet 28:00 - TPN's global infrastructure and miner incentives 33:00 - User experience and dynamic incentive adjustments 34:00 - Upcoming TPN sale mechanics and vesting structure 37:00 - Taofu platform evolution: Analytics, governance, and bridges 38:00 - Future of AI: 6-month predictions and longevity implications 42:00 - AGI timeline predictions and closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing. USD.AI: https://usd.ai 🎯 Key Highlights ▸ David and Conor's journey from Deutsche Bank to creating USD.AI ▸ USD.AI's three-pillar structure: Caliber, modular underwriting, and QEV design ▸ How USD.AI enables debt financing for DeepEnd hardware operators ▸ The unique redemption queue mechanism that maintains USD.AI stability ▸ Multiple lines of defense protecting depositors from defaults ▸ How leveraging hardware assets can dramatically increase yields ▸ USD.AI's potential to reduce token emission rates across DeepEnd networks 💡 Subscribe for more crypto & DeFi insights! 🔔 🧠 Follow the Alpha ▸ USD.AI's Twitter: @USDai_Official ▸ David's Twitter: @0xZergs ▸ Conor's Twitter: @_ConorMoore 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: David Choi & Conor Moore from USD.AI 01:00 - Team background and journey to USD.AI 03:00 - USD.AI's origin and the DeepEnd hardware financing problem 06:00 - USD.AI's three-pillar structure overview 07:00 - Caliber: Tokenizing hardware assets with on-chain property rights 12:00 - Modular underwriting system with first-loss positions 15:00 - QEV design: Creating an arbitrage venue for redemptions 20:00 - Summary of USD.AI's value proposition 21:00 - Default protection and amortization process 24:00 - Value proposition for borrowers and DeepEnd networks 28:00 - How USD.AI benefits neo-cloud operators 31:00 - Phased approach to scaling USD.AI 34:00 - USD.AI's place in the broader crypto ecosystem 43:00 - Next steps and upcoming launch details Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he hosts Logan Allen, founder of Zorp and Nockchain, to discuss Nockchain, a new proof-of-work L1 blockchain. Learn about its ZK Powell consensus mechanism, where miners generate ZK proofs. Zorp: https://zorp.ioNockchain: https://nockchain.org 🎯 Key Highlights ▸ Logan Allen's journey to creating Nockchain. ▸ Nockchain's "ZK Proof of Work" (ZK Powell) and its "Dumbnet" initial phase. ▸ How block rewards will subsidize proving capacity to build a proof market. ▸ "Intents" on Nockchain: enabling micro-apps via conditional coin locks. ▸ Nockchain's state growth strategy: prove once, verify by many. ▸ Potential for specialized ZK ASICs. ▸ Knock App framework for off-chain verifiable services. ▸ Roadmap: Nockchain namespace and cross-chain atomic swaps. ▸ Vision: A circular economy with useful and engaging applications. 💡 Subscribe for more crypto & gaming insights! 🔔🧠 Follow the Alpha ▸ Zorp's Twitter: @ZorpZK ▸ Nockchain's Twitter: @Nockchain 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Logan Allen & Nockchain 01:00 - Interest in Knock instruction set & ZKVMs 02:00 - Building Nockchain: No pre-mine, PoW L1 03:00 - ZK Powell: Useful Proof of Work 10:00 - ZK Powell Deep Dive 12:00 - "Dumbnet" - Initial Nockchain Phase 15:00 - App Intents & Proving Capacity 19:00 - Miner Competition on Nockchain 22:00 - Knock App Development Framework 25:00 - State Growth & Verification 36:00 - Knock App Framework in Rust 38:00 - Nockchain Namespace Plans 46:00 - Challenge: Building Nockchain's Economy 52:00 - Getting Involved with Nockchain 53:00 - The "Aha!" Moment in Research Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season with a $1.5 million prize pool. Cambria: https://cambria.gg 🎯 Key Highlights ▸ Ben's origins in the Runescape private server scene and the journey to founding Cambria. ▸ Cambria's "risk-to-earn" MMO model with massive on-chain stakes. ▸ Deep dive into Duel Arena (high-stakes 1v1) and Gold Rush (risk-to-earn MMO). ▸ How Season 2 generated a $1.5M+ prize pool and saw massive player engagement. ▸ The emergent player behavior, guild strategies, and exploits seen in high-stakes environments. ▸ Challenges of managing on-chain game economies: botting, exploits, and security. ▸ Cambria's approach to balancing casual vs. hardcore players and "pay-to-win" mechanics. ▸ Roadmap insights: Season 3 plans, Duel Arena V2, and the strategy for a potential token launch. ▸ Cambria's multi-chain strategy and experiences deploying on different ecosystems. ▸ The long-term vision for significant, high-stakes on-chain game economies and guild wars. 💡 Want to stay updated with the latest in crypto & gaming? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Ben's Twitter: @cyberpunk ▸ Cambria's Twitter: @playcambria 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Ben & Cambria 01:00 - Origins in Runescape Private Servers 03:00 - Discovering Crypto & Early Web3 Gaming 05:00 - Cambria Overview: Duel Arena & Gold Rush 06:30 - Thesis Formation: Player Archetypes & Appeal 09:30 - Duel Arena Launch & Success ($100M+ Volume) 12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool 16:00 - Season 2 Player Stats & Engagement 17:30 - Emergent Behavior & Exploits in Season 2 22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies 29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win 32:00 - Roadmap: Season 3, Dungeons, Scaling 34:30 - Duel Arena V2 & Excalibur 36:30 - Token Launch Strategy & Considerations 39:30 - Multi-Chain Approach (Ronin & Blast/Abstract) 42:30 - Vision for the Future of On-Chain Game Economies 47:45 - Evolving Thesis & Learnings 51:00 - Most Impactful Digital Experience (Runescape) 53:00 - Favorite Games & Recommended Reads/Media Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym 🎯 Key Highlights The three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance. How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data. Understanding "reasoning traces" and how models learn to "think" longer and more effectively. The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo. Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data. Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies. The critical role of high-quality base models for successful RL fine-tuning. Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models. Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks. Debunking recent claims that "RL is dead" and understanding its true impact. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha Tommy's Twitter: @Shaughnessy119 Sam's Twitter: @SPLehman Symbolic Capital’s Twitter: @symbolicvc 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction: Sam Lehman, Symbolic Capital & "The World's RL Gym" 01:30 - History of AI Scaling: Pre-training Era 03:30 - Phase 2: Inference Time Compute Scaling 09:30 - Phase 3: The RL Renaissance & DeepMind Moment 14:30 - How DeepMind Trained R1 without Human Preferences 16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity? 20:30 - Generalizability of RL Training: How Far Does It Go? 22:30 - The "Aha Moment": Models Learning to Think Longer 25:30 - Concept: Decentralized RL & The World's Gym 31:30 - Why Decentralize RL? Open Collaboration vs. Closed Labs 35:00 - Understanding Reasoning Traces 39:00 - Current Decentralized RL Projects (Prime Intellect, General Reasoning) 41:30 - Future Architectures: Continuous Improvement & Modular Models 46:30 - Open Source vs. Proprietary AI: Landscape & Challenges 50:30 - The Lock-In Problem with Foundational Models 52:30 - Is AGI Here? Experiences with GPT-4o 56:30 - Investment Focus in Decentralized AI 59:00 - Modular MoE Models & Jensen's HDEE Paper 1:03:00 - Debunking "RL is Dead" Claims 1:06:00 - Importance of Performant Base Models for RL Disclaimer This pod

Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach. 🎯 Key Highlights ▸ How Flowdesk created "market making as a service" to serve crypto-native projects ▸ The growing importance of transparency, neutrality, and trust in crypto trading ▸ Why institutional adoption is a slow, steady shift—not a tidal wave ▸ The role of stablecoins and tokenized assets in the future of finance ▸ How regulation and compliance are shaping crypto’s next phase ▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives ▸ Long-term vision for tokenizing real-world assets and transforming financial rails 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Kevin's Twitter: @Kevin_Kelly_II ▸ Guilhem's LinkedIn: Guilhem Chaumont ▸ Flowdesk's Twitter: @flowdesk_co 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Flowdesk 02:00 - Providing Institutional Grade Service to Crypto Native Teams 04:00 - Challenges and Convincing the Market 06:58 - Current Market Read 10:00 - Why We Won’t See Large Drawdowns 13:00 - Growth Areas Going Forward 15:52 - Tokenization of Existing vs. Illiquid Assets 18:48 - Institutional Hesitation and Fee Capture 21:28 - Biggest Opportunities for Flowdesk 24:50 - Stable Coin Demand Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tom Shaughnessy as he hosts Travis Good, CEO and co-founder of Ambient, for a deep dive into the world's first useful proof-of-work blockchain powered by AI. Fresh out of stealth, Ambient reimagines the intersection of crypto and AI by creating a decentralized network where mining secures the chain through verified AI inference on a 600B+ parameter model. 🎯 Key Highlights ▸ Ambient's vision for a decentralized currency representing a unit of machine intelligence ▸ How mining incentivizes global participation in a single model's continuous improvement ▸ The power of reasoning traces and synthetic data to create a "world's RL gym" ▸ Verified inference as the foundation for trustless AI composability ▸ The philosophical importance of open, decentralized AI vs. corporate controlled models ▸ How the economics of ambient create new possibilities for an AI-driven world ▸ Deep analysis of the geopolitical shifts in AI development with Chinese open source models 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Tom's Twitter: @Shaughnessy119 ▸ Travis's Twitter: @IridiumEagle ▸ Ambient's Twitter: @ambient_xyz 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Ambient 02:00 - The Vision: Currency for Machine Intelligence 05:00 - Convergence of AI Models and Democratizing Access 08:45 - Mining with GPUs to Improve the Network's Model 11:30 - The Power of Reasoning Traces and Synthetic Data 16:45 - Size Matters: High IQ Models and Fine-Tuning 23:15 - Speed and Performance: Building on Solana's Foundation 27:30 - Supporting Different Hardware Configurations 34:20 - Network Governance and Model Upgrades 38:00 - The Importance of Verified Inference 43:40 - The Problems with Centralized AI Models 53:00 - The Vision for an Ambient-Powered Economy 59:30 - The Future of Open Source Models 01:04:15 - Response to Leopold's "Situational Awareness" 01:13:30 - Privacy and Transaction Design 01:19:00 - Denominating Real Business in Ambient 01:25:00 - The Path Forward for Decentralized AI Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tom Shaughnessy as he hosts Ben Fielding, co-founder of Gensyn Network, for an in-depth exploration of decentralized AI infrastructure and the future of machine learning. From Gensyn's evolution as a low-level infrastructure platform to its revolutionary approach with RL Swarm, the conversation covers transformative developments in distributed computing, model training, and the philosophical implications of AI development. 🎯 Key Highlights ▸ Gensyn's approach to agnostic, low-level AI infrastructure designed to transcend trends ▸ Transition from vertical to horizontal scaling in AI computing systems ▸ The limitations of centralized hyperscaler data centers and how Gensyn provides an alternative ▸ Deep dive into RL Swarm: enabling peer-to-peer reinforcement learning at scale ▸ The philosophical importance of open, personalized AI models vs centralized systems ▸ Exploration of AI's future: parameter space, model communication, and verification ▸ Vision for how decentralized AI can democratize machine learning technology 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Tom's Twitter: @shaughnessy119 ▸ Ben's Twitter: @fenbielding 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Gensyn Network 01:29 - Building AI-Agnostic Infrastructure 05:00 - Vertical vs Horizontal Scaling in AI 10:50 - Limitations of Centralized Data Centers 17:42 - Gensyn's Core Components and Vision 20:45 - The Internet as Parameter Space 28:00 - Execution, Communication, and Verification 34:42 - RL Swarm: Decentralized Reinforcement Learning 41:30 - Model Communication and Improvement 48:46 - Testnet and Persistent Identity 53:56 - Preserving Model Personalization 59:42 - Open vs Closed Source Models 01:05:30 - The Future of AI Development 01:11:20 - Value Capture in AI and Final Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Piers Kicks as he hosts Jeffrey "Jiho" Zirlin of Sky Mavis for an exploration of Ronin's evolution from Axie Infinity's scaling solution to becoming the premier gaming chain, now on the cusp of going permissionless with an impressive ecosystem of curated titles. 🎯 Key Highlights ▸ Journey from Axie to Ronin infrastructure ▸ Analysis of curated publishing strategy ▸ Discussion of play-to-earn evolution ▸ Insights into game economy design ▸ Vision for permissionless future ▸ Perspective on traditional gaming integration 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Jeffrey's LinkedIn: https://www.linkedin.com/in/jeffzirlin 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:01 - Ronin History 04:42 - Publishing Strategy 08:24 - Ecosystem Growth 11:20 - Market Timing 14:47 - Community Building 17:24 - Founder Selection 22:26 - Infrastructure Vision 26:12 - Token Innovation 29:57 - Play-to-Earn Evolution 34:18 - AI Integration 39:27 - Future Vision 42:16 - IP Integration 46:36 - Builder Advice 51:23 - Development Stories 54:17 - Metaverse Outlook 57:16 - Gaming Favorites 59:44 - Book Recommendations Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

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

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

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

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

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

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

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

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

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

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

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

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

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