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The Delphi Podcast

The Delphi Podcast

Author: The Delphi Podcast

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Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures
474 Episodes
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Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce build times from seven months to just days, Enso is positioning itself as the Unity engine for Web3.Enso: https://www.enso.build🎯 Key Highlights▸ Connor's nine-year journey from writing Solidity in Mist Wallet to building crypto infrastructure▸ How Enso powered Berachain's $3.1 billion DeFi launch behind the scenes▸ Reducing developer build times from 7 months to 1.5 days through abstraction▸ Why crypto needs more apps (4,800) than blockchains (1,000+) for mass adoption▸ The "fat engine thesis" - how abstraction layers will control blockchain routing▸ Enso's upcoming network model: action providers, grafters, and validators▸ The "Enso Drop" - accessing 370+ potential airdrops through network participation▸ Security through simulation: 4ms response times vs industry standard 2.6 seconds▸ Chain abstraction vs. application abstraction: the real path to user adoption▸ Why product beats paper in crypto's current critical juncture💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Connor's Twitter: @connor_enso▸ Enso's Twitter: @EnsoBuild🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Intro: Connor Howe, Enso co-founder01:15 — Nine years building in crypto: from Bitcoin to Ethereum03:00 — Early DeFi development challenges and the birth of Enso05:00 — Chain abstraction vs. application abstraction philosophy08:30 — Serving 8% of Web3's developer mindshare (2,250+ developers)11:00 — Berachain's $3.1B launch: Enso's behind-the-scenes role13:15 — AI agents, automation, and new use cases emerging15:00 — Reducing build times: from 7 months to 1.5 days case study17:30 — Security through simulation: 4ms response times21:30 — Why we need products people actually want to use23:15 — New developer onboarding trends and product directions26:30 — The Enso Network: action providers, grafters, validators30:00 — Self-service protocol integration and scalability33:00 — Enso vs. Yearn comparison and strategy differences35:15 — Network economics and fee distribution mechanisms39:00 — Upcoming TGE and token utility design41:00 — The "Enso Drop": accessing 370+ protocol airdrops42:00 — Developer relations strategy: YouTube, universities, incubators45:15 — Keeping developers away from crypto Twitter for innovation47:15 — Fat protocols vs. fat apps: the abstraction layer thesis51:30 — "Product beats paper" - crypto's critical junctureDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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 Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market.DoubleZero: https://doublezero.xyz🎯 Key Highlights▸ The internet bottleneck: why high-performance blockchains are hitting infrastructure limits▸ Building a parallel internet with dedicated fiber, FPGAs, and multicast technology▸ Proof of utility: weaponizing greed and capitalism for positive-sum network outcomes▸ 16% of Solana network already running on testnet despite limited infrastructure▸ Technical deep-dive: signature verification, packet deduplication, and jitter reduction▸ Token economics and bandwidth contribution models vs traditional staking▸ Long-term vision: replacing IP addresses with public-private key routing💡 Subscribe for more crypto & infrastructure insights! 🔔🧠 Follow the Alpha▸ Austin's Twitter: @Austin_Federa▸ DoubleZero's Twitter: @doublezero🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Intro: Austin Federa and the internet bottleneck problem02:00 — Building a parallel internet for distributed systems06:00 — The Firedancer project and million TPS potential09:15 — Technical architecture: fiber, FPGAs, and multicast technology13:30 — Signature verification and packet deduplication explained17:15 — Proof of utility: Shapley values and economic incentives23:45 — Validator onboarding and network connection process29:30 — Testnet success: 16% of Solana network adoption33:15 — Latency, jitter, and bandwidth improvements explained39:00 — Token economics: 2Z token and payment models44:45 — Access models vs staking requirements for enterprises51:30 — Validators.app badges and network transparency59:15 — Governance roadmap: from mainnet beta to full decentralization01:05:45 — Long-term vision: replacing IP addresses and DNS01:09:15 — Lightning round: most misunderstood aspects01:12:30 — Five-year vision: parallel internet for high performance systemsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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.ccCookie3: https://www.cookie3.com🎯 Key Highlights▸ Legion's funding: VanEck and Brevan Howard backing crypto innovation▸ Attention Capital Markets: Linking mind share with financial commitment▸ Cookie3's attribution tech: Measuring on/off-chain value creation▸ Merit-based token distribution vs "whoever pays most"▸ Almanac case study: 400% oversubscribed using attention metrics▸ Retail investor access beyond accredited gatekeeping▸ IPO/ICO convergence on-chain infrastructure▸ Data-driven distribution with Web2 sophistication▸ Fighting airdrop farmers with genuine supporter identification▸ SEC progress toward disclosure-based regulation▸ Creator monetization through tokenized influence▸ Mobile-first social trading infrastructure💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Matt's Twitter: https://x.com/mattytokenomics▸ Filip's Twitter: https://x.com/fwielanier🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction and Legion funding announcement01:15 - Matt O'Connor: TradFi to crypto token design03:00 - Filip Wielanier: Cookie3's attribution mission04:30 - Capital attribution in Web3 vs Web207:30 - Attention Capital Markets explained09:00 - MicroStrategy analogy: Money where mouth is11:00 - Almanac presale implementation13:30 - Legion scoring and merit-based selection16:00 - Current ICO problems17:30 - Merit-based investing vision21:00 - IPO/ICO convergence outlook25:00 - Market effectiveness through tokenization28:45 - Information markets and creator influence32:30 - SEC regulatory progress37:00 - Regulation compliance concerns40:30 - Retail protection vs access43:00 - Project funding selection problems45:30 - Pseudonymous contributors vs VCs48:00 - "Nanny state" and risk-taking52:30 - Cookie3 roadmap54:30 - Proof of humanity considerations55:30 - Cooperative network ownership58:00 - Platform locations59:30 - Closing thoughtsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally 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 sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing.6th Man Ventures: https://6thman.ventures🎯 Key Highlights▸ The untold story of Pump.Fun's seed round: from cold outreach to billion-dollar success▸ Why regulatory risk-taking paid off in the Trump administration▸ How to evaluate crypto founders differently than traditional startups▸ The creator economy revolution: streaming meets tokenomics▸ Digital Asset Trusts (DATs): the new MicroStrategy wave▸ AI's impact on venture capital processes and decision-making▸ Why attention spans are killing crypto Twitter's excitement▸ From Bonk to Pump: lessons in meme coin investing▸ Building conviction in contrarian bets during bear markets▸ The importance of speed and decisiveness in early-stage investing💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Mike's Twitter: @mdudas▸ 6MV's Twitter: @6thManVentures🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Intro: Mike Dudas, 6th Man Ventures00:30 — The Pump.Fun origin story: cold outreach and magical moments03:45 — Regulatory risk-taking and the Trump administration impact06:30 — Why other VCs backed out over legal concerns08:15 — Being hands-on with portfolio companies without being pushy10:30 — Pump.Fun's evolution: from bonding curves to creator streaming14:00 — The Bonk vs Pump competition and market dynamics17:00 — How AI and AGI are changing venture capital investing20:15 — Digital Asset Trusts: the new wave of crypto investment vehicles26:00 — Why crypto Twitter seems less excited despite regulatory clarity32:15 — Using AI in venture processes: market research and founder support38:45 — The most common path from DM to investment42:00 — Founder evaluation: red flags and green flags47:15 — When to tell portfolio companies it's time to move on51:15 — Decision-making under pressure: the "hell yes" principle54:00 — Staying entrepreneurial as a fund grows and succeedsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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.financeYield Basis: https://yieldbasis.com🎯 Key Highlights▸ Yield Basis: Eliminates impermanent loss for single-sided crypto exposure▸ Impermanent loss problem: Why AMMs underperform buy-and-hold▸ Michael's solution: 2x leverage counters square-root pricing▸ Why Curve pools beat Uniswap v2▸ Historical sims: 10-20% APR on Bitcoin▸ Borrowing mechanism: Capital via crvUSD allocation▸ Tokenomics: Choose real yield OR tokens▸ Dynamic admin fees adjust with staking▸ GTM: Target miners, funds, treasuries▸ Multi-chain: Separate tokens vs. bridges▸ Market size: $50-100B addressable▸ Beyond Bitcoin: ETH and volatile assets▸ Michael on DeFi vs. OG principles▸ Challenge: Matching sims to reality▸ Why this beats points and yield farming💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Michael's Twitter: @newmichwill▸ Curve Finance Twitter: @CurveFinance▸ Yield Basis Twitter: @yieldbasis🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Yield Basis and Michael Egorov01:15 - Yield Basis: Single-sided LP without impermanent loss02:00 - Impermanent loss with Bitcoin/USDT07:30 - AMMs create "buy low, sell high"09:00 - Solution: Leverage eliminates square-root pricing13:00 - Curve beats Uniswap v215:30 - Historical sims: 10-20% APR19:00 - Borrowing: Arbitrage and debt management24:30 - Net returns after costs25:15 - crvUSD as low-cost capital27:15 - Separate protocol vs. Curve integration28:00 - Tokenomics: Real yield OR tokens32:45 - Points vs. transparent distribution36:00 - Dynamic fees prevent zero-division40:00 - GTM: Miners, funds, institutions43:00 - Multi-chain: Instances vs. bridges48:30 - BD with competing chains50:30 - Curve vs. Yield Basis governance52:00 - Modern vs. OG DeFi principles55:30 - Treasury relationships vs. decentralization56:30 - Challenge: Real-world performance58:30 - Market: $50-100B addressable1:02:00 - crvUSD scaling mechanics1:06:15 - Market cap ceiling calculations1:08:00 - Beyond Bitcoin: Gold, volatiles1:08:45 - DeFi innovations: Pendle, Athena1:11:30 - Hyperliquid bootstrap strategy1:12:00 - Closing: Growth parallelsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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.
Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun’s bigger vision: beyond meme coins, it’s aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem.Pump.fun: https://pump.fun🎯 Key Highlights▸ Pump.fun’s vision: TikTok + Robinhood + Twitch in one▸ Streamers earning 100–300x more than on traditional platforms▸ 9 failed products before finding product-market fit▸ Why most crypto firms are just riding Bitcoin▸ New fee model: $2.4M to creators on day one▸ Mobile-first: beating desktop crypto apps▸ $2B balance sheet for smart capital moves▸ 100% revenue buybacks (Hyperliquid/Binance playbook)▸ Roadmap: stablecoin + full financial stack▸ Young founders vs. traditional finance▸ Why social media’s incentives are broken▸ Targeting 16–24s ignored by incumbents▸ Stats: 70 staff, $1.6B locked, billion+ daily volumes▸ Aggressive M&A, Facebook-style💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Sapijiju's Twitter: @sapijiju▸ Pump.fun Twitter: @pumpdotfun🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 – Intro & Sapijiju’s crypto journey04:45 – 9 failed products → Pump.fun success07:15 – Product-market fit & anti-rug mechanism09:15 – Scaling team to 7010:30 – Vision: social trading super-app13:00 – $2.4M to streamers on launch day14:15 – Why social platforms fail creators16:45 – 300x better monetization18:15 – DMs, streaming & mobile-first19:30 – Competing vs. Coinbase/Binance21:45 – User patterns: TikTok + finance24:30 – Network effects via creator rewards26:30 – $500k creator starter kits28:00 – Mobile strategy for viral growth29:15 – Zora vs. Pump.fun (content vs. coin)31:15 – Small changes → 5x streaming growth33:30 – Sandbox for creator freedom35:15 – Telegram + crypto-native tools36:30 – Democratized ICOs38:15 – $1.6B locked, billion+ daily volumes39:15 – Stablecoin vision40:15 – Long-term: global takeover42:30 – $2B balance sheet strategy44:30 – ROI-driven capital deployment45:15 – M&A playbook46:15 – DAT & institutional access47:15 – Revenue buybacks model49:15 – VCs missing meme culture51:15 – Story Protocol critique53:30 – Meme coins vs. infra “scams”54:30 – Generational wealth cycles57:45 – Crypto as last frontier59:15 – TradFi as modern slavery1:01:30 – Black Mirror & moderation1:02:30 – Mobile growth engines1:03:30 – Scaling to $200M daily revenue1:04:30 – Post-token comms lessons1:05:30 – Open DMs & next episode1:06:15 – Closing thoughtsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally 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 Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech.Delphi Intelligence: https://www.delphiintelligence.io/🎯 Key Highlights▸ Why Delphi pivoted to AI after years in crypto research and investing.▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more.▸ How the team blends deep research with deal sourcing — like early crypto days.▸ The three phases of AI scale: pretraining, inference, and the RL renaissance.▸ José and PD on decentralizing RL and building “The World’s RL Gym.”▸ The case for open AI: modular design, public reasoning, and collaboration.▸ How LLMs are learning to “think longer” — and what it means for training.▸ Open-source vs. proprietary AI — and China’s growing lead in open models.▸ Why José believes AGI may already be here with GPT-4o.▸ Where early AI startups can still win — from robotics to edge hardware.▸ Why this AI moment feels like crypto in 2017 — and why it’s still early.▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic.▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences.▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead.▸ How Delphi plans to find early winners in AI, like they did in crypto.💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Delphi Intelligence's Twitter: @delphi_intel▸ PD's Twitter: @PonderingDurian▸ José's Twitter: @ZeMariaMacedo🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Delphi Intelligence01:30 - Why AI Feels Like Crypto in 201703:30 - The AI Research Gap Delphi Aims to Fill06:30 - Robotics Deep Dive: Humanoids vs. Specialization10:00 - AI’s Impact on Traditional Tech Moats14:30 - Can the Mag 7 Be Disrupted by AI Labs?17:00 - Google, Meta, OpenAI, and the Race for Interface21:00 - Crypto as a Hedge Against AI-Driven Inequality24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI28:00 - China’s Open-Source AI Strategy31:30 - Zero-to-One vs. One-to-X Innovation Models35:00 - Open-Source Models: Strategic or Suicidal?38:00 - Early-Stage Edge: Where Startups Can Win42:00 - Verticalized AI Apps, Context Engineering, and GPTs46:00 - US vs. China in Robotics: Software vs. Hardware50:00 - The Role of Simulation, Sensors, and Real-World Feedback53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow55:00 - The Vision for Delphi Intelligence 10 Years OutDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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 dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice.Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock.Dev.Fun: https://dev.fun/🎯 Key Highlights▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun▸ Birth of Dev.Fun and the “vibe coding” philosophy▸ Empowering non-tech users to build token-based apps▸ Shift from memes to tools, productivity, and full-stack apps▸ Views on AI autonomy vs. human-led design▸ Monetization via in-app payments, tokens, and community ownership▸ Vision: from solo devs to tokenized micro-startups▸ Modular backend, AI-first SDKs, and payment stack▸ Stance on moderation, decentralization, and freedom▸ How Dev.Fun differs from Web2 builders like Locofy▸ Long-term incentives and plans for a Dev.Fun token▸ Crypto-native future of streaming, distribution, and curation▸ Why Solana powers their user-generated crypto apps💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Dev.Fun's Twitter: @devfunpump▸ Devlord's Twitter: @devlordone▸ Robi's Twitter: @RxbiXyz🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 – Intro: Dev.Fun, Devlord & Robi01:00 – Meeting via Pump.fun, founding story02:20 – Vibe coding with AI04:15 – Empowering non-devs to launch apps06:30 – Token mechanics vs. traditional apps08:00 – In-app monetization strategies10:00 – Favorite builds: memes to tools13:30 – Viral Epstein app & other hits15:30 – AI autonomy vs. human input18:00 – Can vibe-coded apps scale to startups?20:00 – Foundation models shaping UX22:00 – Dev.Fun vs. Lovable: app store vs. SaaS24:00 – Crypto-native distribution’s edge26:00 – Tokens, capital, and incentives28:00 – What’s on-chain vs. off-chain30:00 – AI scaffolding under the hood33:00 – Future of decentralized infra35:00 – Curation, virality, and app caps37:00 – Moderation and NSFW policies40:00 – Streaming, attention, Black Mirror42:00 – Why Solana powers Dev.Fun44:30 – Post-launch reflections46:30 – Building vs. distributing48:00 – Build team spotlight49:15 – Token rewards & retention51:30 – Key metrics: usage & value flow53:00 – Final thoughts & visionDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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 Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale.375ai: https://www.375.ai/ 🎯 Key Highlights▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai.▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token.▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used.▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge.▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses.▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments.▸ New buyer types and use cases emerging as the network scales and historical data grows richer.▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies.▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy.▸ Modular sensor system design that supports future upgrades and evolving data needs.▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage.▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment.▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths.▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source.▸ Key challenges and risks in building and scaling physical hardware for the network.▸ The story behind the name “375ai.”💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ 375ai's Twitter: @375ai_▸ Harry's Twitter: @harry_dewhirst🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Harry Dewhirst & 375ai00:55 - Harry's background02:26 - 375ai's pivot08:29 - 375ai overview10:48 - Why 375ai's data is valuable13:28 - Concrete examples of data usage18:18 - Current stage of 375ai22:38 - Future customers and scale25:57 - Go-to-market strategy29:28 - Edge AI vs. Cloud AI34:47 - Sensors and device design38:15 - 375ai Street and self-deployment41:52 - Comparison with Hivemapper44:17 - 375ai Go (mobile app)48:06 - Demand from LLMs and real-world data53:29 - Biggest risks and challenges57:48 - Meaning behind the name 375aiDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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 Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch.Taofu: https://www.Taofu.xyz/Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5🎯 Key Highlights▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN▸ How miners earn rewards for providing VPN infrastructure across 80+ countries▸ Vesting mechanics and governance voting for SNS token holders▸ Future AI predictions: robotics integration and potential for extended human lifespan💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Taofu's Twitter: @taofuxyz▸ Mikel's Twitter: @0xDutchmikel▸ Mitch's Twitter: @Axilo🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Mitch, Mikel & Taofu01:00 - Mikel's DeFi background and transition to Bittensor02:00 - Mitch's growth background and getting "red-pilled" into Tao03:00 - Taofu genesis: From liquid staking to subnet launchpad05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics06:00 - How Taofu solves subnet funding and exit liquidity problems08:00 - Pre-dTAO barriers: High registration costs and predatory deals11:00 - Taofu's tokenization process and multisig custody14:00 - Due diligence and curation model for subnet selection17:00 - Balancing AI advancement vs. Bittensor ecosystem growth22:00 - Dream projects: Creative AI and privacy-focused solutions25:00 - Tao Private Network (TPN): Decentralized VPN subnet28:00 - TPN's global infrastructure and miner incentives33:00 - User experience and dynamic incentive adjustments34:00 - Upcoming TPN sale mechanics and vesting structure37:00 - Taofu platform evolution: Analytics, governance, and bridges38:00 - Future of AI: 6-month predictions and longevity implications42:00 - AGI timeline predictions and closing thoughtsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally 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 onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: David Choi & Conor Moore from USD.AI01:00 - Team background and journey to USD.AI03:00 - USD.AI's origin and the DeepEnd hardware financing problem06:00 - USD.AI's three-pillar structure overview07:00 - Caliber: Tokenizing hardware assets with on-chain property rights12:00 - Modular underwriting system with first-loss positions15:00 - QEV design: Creating an arbitrage venue for redemptions20:00 - Summary of USD.AI's value proposition21:00 - Default protection and amortization process24:00 - Value proposition for borrowers and DeepEnd networks28:00 - How USD.AI benefits neo-cloud operators31:00 - Phased approach to scaling USD.AI34:00 - USD.AI's place in the broader crypto ecosystem43:00 - Next steps and upcoming launch detailsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or 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 onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Logan Allen & Nockchain 01:00 - Interest in Knock instruction set & ZKVMs 02:00 - Building Nockchain: No pre-mine, PoW L1 03:00 - ZK Powell: Useful Proof of Work 10:00 - ZK Powell Deep Dive 12:00 - "Dumbnet" - Initial Nockchain Phase 15:00 - App Intents & Proving Capacity 19:00 - Miner Competition on Nockchain 22:00 - Knock App Development Framework 25:00 - State Growth & Verification 36:00 - Knock App Framework in Rust 38:00 - Nockchain Namespace Plans 46:00 - Challenge: Building Nockchain's Economy 52:00 - Getting Involved with Nockchain 53:00 - The "Aha!" Moment in Research DisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or 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 onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Ben & Cambria   01:00 - Origins in Runescape Private Servers   03:00 - Discovering Crypto & Early Web3 Gaming   05:00 - Cambria Overview: Duel Arena & Gold Rush   06:30 - Thesis Formation: Player Archetypes & Appeal   09:30 - Duel Arena Launch & Success ($100M+ Volume)   12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool   16:00 - Season 2 Player Stats & Engagement   17:30 - Emergent Behavior & Exploits in Season 2   22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies   29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win   32:00 - Roadmap: Season 3, Dungeons, Scaling   34:30 - Duel Arena V2 & Excalibur   36:30 - Token Launch Strategy & Considerations   39:30 - Multi-Chain Approach (Ronin & Blast/Abstract)   42:30 - 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/MediaDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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 HighlightsThe three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance. How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data. Understanding "reasoning traces" and how models learn to "think" longer and more effectively. The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo. Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data. Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies. The critical role of high-quality base models for successful RL fine-tuning. Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models. Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks. Debunking recent claims that "RL is dead" and understanding its true impact. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the AlphaTommy's Twitter: @Shaughnessy119Sam's Twitter: @SPLehmanSymbolic Capital’s Twitter: @symbolicvc🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction: Sam Lehman, Symbolic Capital & "The World's RL Gym" 01:30 - History of AI Scaling: Pre-training Era 03:30 - Phase 2: Inference Time Compute Scaling 09:30 - Phase 3: The RL Renaissance & DeepMind Moment 14:30 - How DeepMind Trained R1 without Human Preferences 16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity? 20:30 - Generalizability of RL Training: How Far Does It 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 DisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or 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 Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach.🎯 Key Highlights▸ How Flowdesk created "market making as a service" to serve crypto-native projects▸ The growing importance of transparency, neutrality, and trust in crypto trading▸ Why institutional adoption is a slow, steady shift—not a tidal wave▸ The role of stablecoins and tokenized assets in the future of finance▸ How regulation and compliance are shaping crypto’s next phase▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives▸ Long-term vision for tokenizing real-world assets and transforming financial rails💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Kevin's Twitter: @Kevin_Kelly_II▸ Guilhem's LinkedIn: Guilhem Chaumont ▸ Flowdesk's Twitter: @flowdesk_co🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Flowdesk02:00 - Providing Institutional Grade Service to Crypto Native Teams04:00 - Challenges and Convincing the Market06:58 - Current Market Read10:00 - Why We Won’t See Large Drawdowns13:00 - Growth Areas Going Forward15:52 - Tokenization of Existing vs. Illiquid Assets18:48 - Institutional Hesitation and Fee Capture21:28 - Biggest Opportunities for Flowdesk24:50 - Stable Coin DemandDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or 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 onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Ambient02:00 - The Vision: Currency for Machine Intelligence05:00 - Convergence of AI Models and Democratizing Access08:45 - Mining with GPUs to Improve the Network's Model11:30 - The Power of Reasoning Traces and Synthetic Data16:45 - Size Matters: High IQ Models and Fine-Tuning23:15 - Speed and Performance: Building on Solana's Foundation27:30 - Supporting Different Hardware Configurations34:20 - Network Governance and Model Upgrades38:00 - The Importance of Verified Inference43:40 - The Problems with Centralized AI Models53:00 - The Vision for an Ambient-Powered Economy59:30 - The Future of Open Source Models01:04:15 - Response to Leopold's "Situational Awareness"01:13:30 - Privacy and Transaction Design01:19:00 - Denominating Real Business in Ambient01:25:00 - The Path Forward for Decentralized AIDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any 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 onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Gensyn Network01:29 - Building AI-Agnostic Infrastructure05:00 - Vertical vs Horizontal Scaling in AI10:50 - Limitations of Centralized Data Centers17:42 - Gensyn's Core Components and Vision20:45 - The Internet as Parameter Space28:00 - Execution, Communication, and Verification34:42 - RL Swarm: Decentralized Reinforcement Learning41:30 - Model Communication and Improvement48:46 - Testnet and Persistent Identity53:56 - Preserving Model Personalization59:42 - Open vs Closed Source Models01:05:30 - The Future of AI Development01:11:20 - Value Capture in AI and Final ThoughtsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally 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 onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction01:01 - Ronin History04:42 - Publishing Strategy08:24 - Ecosystem Growth11:20 - Market Timing14:47 - Community Building17:24 - Founder Selection22:26 - Infrastructure Vision26:12 - Token Innovation29:57 - Play-to-Earn Evolution34:18 - AI Integration39:27 - Future Vision42:16 - IP Integration46:36 - Builder Advice51:23 - Development Stories54:17 - Metaverse Outlook57:16 - Gaming Favorites59:44 - Book RecommendationsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
Join Piers Kicks as he hosts Daryl Xu, founder of B3, for an exploration of how they're building the optimized Layer 3 solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure through innovative economic incentives. 🎯 Key Highlights ▸ Evolution from Coinbase and Base to B3 ▸ Deep dive into game chain strategy ▸ Analysis of B3 token utility and economics ▸ Discussion of regulatory impact on gaming ▸ Insights into developer incentives ▸ Vision for on-chain gaming infrastructure 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Daryl's Twitter: @darylX24 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:09 - Career Background 02:54 - Gaming Focus 05:08 - Team Structure 08:47 - Infrastructure Vision 12:25 - Product Overview 17:08 - Game Chain Strategy 21:26 - Developer Relations 26:12 - Token Economics 31:38 - DAO Governance 34:16 - Foundation Strategy 42:12 - Regulation Impact 48:27 - Building Philosophy 54:46 - Market Outlook 59:32 - Digital Experience 01:03:09 - Book Recommendations Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
Join Anil Lulla as he hosts Krish Jagirdar and Jordan Lejuwaan, co-founders of RekTech (formerly Internet Game), for an exploration of their vision to create the world's biggest game show, revolutionizing interactive entertainment through simple yet engaging games with significant prizes. 🎯 Key Highlights ▸ Evolution from Internet Game to RekTech platform ▸ Deep dive into accessible gaming mechanics ▸ Analysis of crypto-native community building ▸ Discussion of brand partnerships and expansion ▸ Insights into game design philosophy ▸ Vision for future digital entertainment 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Krish's Twitter: @CaesarREKTECH ▸ Jordan's Twitter: @lejuwaan_ ▸ Anil's Twitter: @anildelphi 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:18 - RekTech Overview 03:55 - Market Positioning 06:38 - Target Audience Discussion 09:08 - Gaming Philosophy 13:34 - Social Integration 16:58 - Community Building 23:12 - Partnership Strategy 26:10 - Internet Game History 31:12 - Evolution Story 34:43 - Future Vision 39:46 - Brand Partnerships 42:29 - Growth Strategy 48:27 - Building Philosophy 54:15 - Final Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
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Sasha Teller

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Sep 5th
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