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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.
Leave feedback!Today I am speaking with Brianna Migliaccio, Developer Relations at Solana. At Solana, Brianna works to empower developers, helping teams leverage Solona's speed and scalability. Her role involves creating developer resources, from comprehensive bootcamps to practical guides for building decentralized applications.With degrees in mechanical engineering and nuclear physics from NYU, Brianna brings a unique technical perspective to blockchain development. Her journey began at Accenture as a consultant, where she discovered her passion for software engineering before transitioning to web3 through Delphi Digital, where she developed smart contracts in the Cosmos ecosystem.In our conversation, Brianna shares insights on the evolution of blockchain technology, Solana's growing developer ecosystem, and the importance of user-friendly tools for web3 adoption. She discusses the development of new validator clients like Fire Dancer, improvements in blockchain infrastructure, and her excitement about seeing web3 applications with familiar web2 interfaces. Show Notes and TranscriptsThe GRTiQ Podcast takes listeners inside web3 and The Graph (GRT) by interviewing members of the ecosystem. Please help support this project and build the community by subscribing and leaving a review.Twitter: GRT_iQwww.GRTiQ.com
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.
Anil Lulla is the co-founder and CEO of Delphi Digital, a research-driven firm dedicated to advancing the understanding and development of the growing digital asset market. From his journey leaving traditional finance to building one of crypto's most respected research firms, Anil shares deep insights about success, failure, and finding meaning in the chaos of Web3. This episode covers: - The Third Door Mindset - Crypto Rabbit Hole Awakening - Successful Crypto Founder Traits - 10 Life Frameworks for Success - Mastering Crypto Through Depth - Prediction for the Next 12 Months? & much more! __________________________________ PARTNERS
Low float and high fully diluted valuation (FDV) coins have been a hot topic in crypto this year. Yet, understanding these coins' unrealized gains is critical for truly grasping their pricing. In this episode, Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital dive deep into metrics that help assess a coin's true value. They discuss why upcoming token unlocks may put downward pressure on the market, how token unlocks could be better structured for long-term success, and whether VCs are extracting more value than they contribute. Show highlights: Why upcoming token unlock events are creating anxiety in the crypto market The role unrealized gains play in token price volatility How certain projects manipulate circulating supply metrics to influence perceptions Tips for everyday investors to uncover accurate token information The impact of secondary market trading on anticipated token unlock events Why short-term token strategies often prevail over those focused on sustained success Jose's insights into why simple, time-based unlock models may outperform complex systems Ari's thoughts on the SEC's investigations into VCs and their parallels to pump-and-dump schemes Why many crypto projects face a bearish outlook due to pending token unlocks How the intersection of memecoins and VC involvement could shape the next market cycle Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Polkadot Guests: Jose Macedo, founder at Delphi Labs Ari Paul, CIO of BlockTower Capital Previous appearances on Unchained: Ari Paul on Why Bitcoin Is a Good Value Buy Ari Paul of BlockTower Capital on the Crypto Downturn and Why It Could Change Direction Links High FDV and unlocks: Unchained: How ‘Fully Diluted Valuation' Can Be a Very Dangerous Metric for Crypto Markets to Rely On Who's to Blame for the Underperformance of Low Float, High FDV Tokens? 80% of Tokens on Binance Are Down Since Listing Date: SwissBorg Researcher Cobie newsletter: New launches (part 1) - private capture, phantom pricing Rocknblock: Token vesting explainer CoinDesk: 'Liquid Vesting' Is Oxymoronic Blockchain Feature That Lets Early Investors Sell Without Waiting Jose's thread that inspired the episode Ari's post responding to Jose's thread Token.unlocks.app: Token vesting tracker Solutions: Hack VC: Potential Solutions to Crypto's Unlock Problem Colony Lab: Early-Stage Program & Liquid Vesting Imran Khan's tweet on Blast https://x.com/lmrankhan/status/1806040646433522149 Timestamps: 00:00 Intro 02:46 Token unlocks creating market concerns 11:06 Unrealized gains to market cap ratio impact 13:06 Token supply manipulation tactics 21:11 How investors can verify token projects 24:21 Secondary market trading and unlock impacts 35:36 Current token launch strategy persistence 41:46 Short-term vs long-term project decisions 47:21 Time-based vs metric-based token unlocks 53:51 SEC investigations into VC practices 59:56 Bearish outlook for upcoming token unlocks 1:06:36 Investor risks in current cycle 1:13:11 Future of VCs in crypto and memecoins Learn more about your ad choices. Visit megaphone.fm/adchoices
Low float and high fully diluted valuation (FDV) coins have been a hot topic in crypto this year. Yet, understanding these coins' unrealized gains is critical for truly grasping their pricing. In this episode, Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital dive deep into metrics that help assess a coin's true value. They discuss why upcoming token unlocks may put downward pressure on the market, how token unlocks could be better structured for long-term success, and whether VCs are extracting more value than they contribute. Show highlights: Why upcoming token unlock events are creating anxiety in the crypto market The role unrealized gains play in token price volatility How certain projects manipulate circulating supply metrics to influence perceptions Tips for everyday investors to uncover accurate token information The impact of secondary market trading on anticipated token unlock events Why short-term token strategies often prevail over those focused on sustained success Jose's insights into why simple, time-based unlock models may outperform complex systems Ari's thoughts on the SEC's investigations into VCs and their parallels to pump-and-dump schemes Why many crypto projects face a bearish outlook due to pending token unlocks How the intersection of memecoins and VC involvement could shape the next market cycle Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Polkadot Guests: Jose Macedo, founder at Delphi Labs Ari Paul, CIO of BlockTower Capital Previous appearances on Unchained: Ari Paul on Why Bitcoin Is a Good Value Buy Ari Paul of BlockTower Capital on the Crypto Downturn and Why It Could Change Direction Links High FDV and unlocks: Unchained: How ‘Fully Diluted Valuation' Can Be a Very Dangerous Metric for Crypto Markets to Rely On Who's to Blame for the Underperformance of Low Float, High FDV Tokens? 80% of Tokens on Binance Are Down Since Listing Date: SwissBorg Researcher Cobie newsletter: New launches (part 1) - private capture, phantom pricing Rocknblock: Token vesting explainer CoinDesk: 'Liquid Vesting' Is Oxymoronic Blockchain Feature That Lets Early Investors Sell Without Waiting Jose's thread that inspired the episode Ari's post responding to Jose's thread Token.unlocks.app: Token vesting tracker Solutions: Hack VC: Potential Solutions to Crypto's Unlock Problem Colony Lab: Early-Stage Program & Liquid Vesting Imran Khan's tweet on Blast https://x.com/lmrankhan/status/1806040646433522149 Timestamps: 00:00 Intro 02:46 Token unlocks creating market concerns 11:06 Unrealized gains to market cap ratio impact 13:06 Token supply manipulation tactics 21:11 How investors can verify token projects 24:21 Secondary market trading and unlock impacts 35:36 Current token launch strategy persistence 41:46 Short-term vs long-term project decisions 47:21 Time-based vs metric-based token unlocks 53:51 SEC investigations into VC practices 59:56 Bearish outlook for upcoming token unlocks 1:06:36 Investor risks in current cycle 1:13:11 Future of VCs in crypto and memecoins Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's episode of the Coin Stories News Block, we cover these major headlines related to Bitcoin and global finance: Eric Trump Predicts $1 Million Bitcoin MicroStrategy Poised to Join Nasdaq 100 JP Morgan Chase Rewards Miners That HODL Bitwise Predicts Bitcoin Will Surpass Gold in 2029 ---- Join the free list and get our free newslettter: thenewsblock.substack.com ---- The News Block is powered exclusively by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com. ---- References mentioned in the episode: Ray Dalio Says Dump Bonds, Buy Bitcoin Full Eric Trump Speech from Bitcoin MENA BlackRock Report on Bitcoin Position Sizing Texas Introduces Bill for Bitcoin Strategic Reserve MicroStrategy to be Added to Nasdaq 100 Eric Balchunas's Tweet on MSTR QQQ Inclusion MicroStrategy Acquires an Additional 21,550 Bitcoin MARA Announces $11,774 Bitcoin Acquisition Riot Platforms Announces Convertible Bond Offering JPM Applies a 2x Multiple to Each Miner's “HODL balance.” JPM Adopts HODL Premium for Valuation Framework Preston Pysh's Tweet on MARA's HODL Strategy Bitwise Investment's Predictions for 2025 Delphi Digital's Report on the Year Ahead Bitcoin is a Blackhole Meme ---- Natalie's Promotional Links: Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/ River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025 Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
Imran and Qiao sat down to review the year of 2024 and share 2025 market predictions.No BS crypto insights for founders.Timestamps(00:00:00) Intro(00:01:39) 2024 Review(00:02:09) 1st half of the year?(00:02:50) Review of Past GG Episodes(00:03:09) "Biggest Crypto Trends in 2024"(00:04:28) dogwifhat(00:06:05) AI Taking Mindshare Away from Crypto Twitter(00:08:32) Stablecoins(00:13:19) Tokenization of Real-World Assets(00:16:30) Thesis for RWA and Global Audience(00:18:23) "Current State of Ethereum"(00:19:11) Pudgy Penguins(00:19:47) SocialFi and Pump(00:20:33) ETH ETF Prediction(00:22:38) App Rollups vs. Monolithic Chains(00:24:35) "What L1 launch are you most excited about next?"(00:26:08) Polygon Chain Aggregation(00:29:14) Jupiter and Solana Discussion(00:30:02) February Roundup: Five Trends Shaping the Bull Run(00:30:36) Bittensor(00:31:31) Hyperliquid(00:32:24) Discussion on Consensus and Layer One(00:34:31) Farcaster and Frames(00:35:15) The Biggest "Ask" from Builders(00:39:06) Memecoins, Blast, and SocialFi(00:39:42) HarryPotterObamaSonic10Inu(00:40:49) Bitcoin Puppets(00:41:40) "I almost bought a Chillguy hoodie"(00:43:26) March Roundup: Memecoins. Blackrock, and L3s(00:44:02) Solana Congestion, Bitcoin Runes, Echo, and Ethena(00:45:21) Base and Solana Competing for The AI Meta(00:48:37) The Bitcoin Halving - Is The Bull Market Over?(00:49:13) Geopolitical Impact on Crypto(00:50:23) Telegram (TON)(00:52:29) April Roundup: Eigenlayer, SocialFi Summer, and Outflows(00:54:37) The High FDV Dilemma(00:57:18) "Hyperliquid is what Blast should have been"(00:58:49) Celeb Tokens(00:58:52) Where's Mother Iggy Right Now?(01:00:08) "A lot of things in crypto are early"(01:01:48) Mid-Year Review and Predictions For The Rest of 2024(01:02:37) Some Onlyfans Girls Using AI Chatbots(01:05:55) Nikita Bier's Contrarian View on AI(01:07:17) The Latest Grok Update on X(01:08:38) Google Engineer Saying AI Chatbot Has Become Sentient(01:09:26) The Discovery of Hawk Tuah(01:10:02) Pudgy Layer 2(01:10:25) Trump's Assassination Attempt(01:10:48) Future of ICOs and Venture Capital(01:12:26) Decentralized Science(01:13:35) Tokenizing Content(01:14:41) ICO Meta(01:15:39) Gen Z and Alpha Shaping Crypto(01:17:22) Imran's Heartbreaking BTC Story(01:18:28) The Most Underrated Episode - Online Speculation with Nigel (Fanduel)(01:19:14) Imran Bet on Tyson vs. Paul Fight(01:19:54) A Prediction Market Trying To Solve Misinformation(01:22:54) Role of Market in Spreading Truth(01:24:59) Top Trends in Crypto VC with Delphi Digital(01:25:06) Delphi Digital Predicted Off The Grid's Success(01:25:46) Token2049 Recap(01:27:15) "Cybertruck is the best investment I made in the last 5 years"(01:27:56) Rating Ourselves for The Year 2024(01:28:38) Qiao's Most Important Prediction Last Year(01:30:06) 2025 Price Predictions(01:31:13) "Trump claims credit for Bitcoin hitting $100k"(01:32:06) 2 Types of Bitcoin Strategic Reserve(01:35:02) Predictions for Solana and Ethereum in 2025(01:36:45) Solana ETF?(01:37:18) AI Meta Predictions(01:37:57) Phases of AI Meta(01:38:52) New Market Trends and Predictions(01:40:52) Happy New Year!Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.
Ejaaz is back with David to break down the latest in the explosive world of AI Agents. This week, they uncover how Truth Terminal's roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro's creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists. Can AI agents truly become the catalysts for crypto's next bull market? Follow Ejaaz on Twitter: https://x.com/cryptopunk7213 ------
For today's episode, a thanksgiving day special, we are breaking down an evolving model in the crypto space that looks beyond traditional VC funding. Legion, a platform built from the ground up to address issues with token launches, is reshaping how communities and projects interact with each other. We are teaming up with Legion to bring early stage opportunities to our community of amazing listeners and readers. In this conversation with Anil Lulla, CEO of Delphi Digital and Fabrizio Giobardo, co-founder of Legion, we explore why Legion is poised to explode in traction as market participants and power users are more eager than ever for an era of fair token distribution. ICOs are back (kinda). The need for change is clear: traditional launches with high fully diluted valuations (FDVs) and low circulating supply have left many retail participants with little access and less opportunity than before. This broken model often leads to initial surges in value but rarely fosters long-term, engaged communities that sustain projects. Legion, however, has a different vision. By focusing on distribution to contributors with a range of assets—whether it's social capital, technical skill, or financial backing—the platform is giving projects tools to create robust, community-driven ecosystems from day one. The best part? They are just starting now with an influx of new teams coming to the platform. Looking forward, Legion has ambitious plans... By adding reputation-driven incentives and achievements, Legion aims to continue rewarding meaningful participation, allowing contributors to build influence over time. With a clear focus on sustainable growth and quality community-building, Legion is setting the stage for a new standard in crypto token launches—one that's based on value and resilience. Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl
Join Pondering Durian as he explores the future of multi-agent systems with David Minarsch, co-founder of Valory AG and core contributor to OLAS. This deep dive covers: - Why autonomous agents will drive blockchain adoption before humans - The case for decentralized multi-agent systems over monolithic AI - How OLAS enables user-owned vs rented AI capabilities - The unique "Proof of Active Agent" mechanism for coordinating agent activity - Building open agent economies from DeFi to prediction markets - Creating data flywheels between agent activity and model training - The path toward general-purpose autonomous AI agents The discussion provides valuable insights into how decentralized networks could enable user-owned AI agents that do valuable work autonomously, rather than just serving as co-pilots. "We want to give people general purpose, autonomous AI agents that do valuable things for them as they define." - David Minarsch Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - David Minarsch on Twitter/X ► https://x.com/david_enim --- Chapters 0:00 Sponsor introduction: OLAS and others 0:49 Guest intro: David Minarsch, co-founder of Valerie Ag 1:21 Future shape of AI: Million models vs hyperscale models 3:03 David's background and OLAS team 6:26 Multi-agent systems explained: Agents vs Models 11:50 Web architecture evolution and data silos 21:00 Agent frameworks' impact on blockchain ecosystems 24:59 Rapid fire: Overrated vs Underrated 29:06 OLAS vs Competition: Key differentiators 34:12 Are agent protocols winner-take-all? 39:26 Current and future OLAS use cases 45:11 Infrastructure gaps and challenges 47:25 Closing remarks and how to try OLAS Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Join Anil Lulla (Delphi Digital) and Ninad Naik (Mira) as they explore how to move AI from co-pilot to autonomous systems through enhanced reliability. Key topics include: - Why current AI is limited to low-consequence tasks and human oversight - How Mira's decentralized verification network reduces error rates from 30% to sub-5% - Using crypto incentives to build trustworthy, autonomous AI systems - The journey from batch processing to real-time verification - Targeting education and medical sectors as initial use cases - Building Web3 infrastructure that solves real Web2 problems This conversation examines Mira's vision for making AI reliable enough to move beyond human supervision and into production-grade autonomous systems. "When you think about the key challenges from any builder's perspective... we're trying to solve for how do you make AI more reliable?" - Ninad Naik Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Anil Lulla on Twitter/X ► https://x.com/anildelphi - Ninad Naik on Twitter/X ► https://x.com/_ninadn --- Chapters 0:00 Sponsor introduction: OLAS and other sponsors 0:50 Introduction with Anil Lulla from Delphi Digital 2:21 Ninad's background: Experience at Amazon and Uber 3:30 Current state of AI and its challenges 7:21 Core issues with AI reliability 9:15 Approaches to reducing AI error rates 13:10 Discussion of latency challenges and batch processing 17:56 Using crypto concepts for AI verification 20:44 Risks and challenges in crypto-AI integration 22:53 Go-to-market strategy and target sectors 24:49 Future of AI models: Foundation vs Fine-tuned 29:50 Handling subjective information verification 34:16 Model consensus and bias management 37:13 Partnerships and future outlook for Mira 40:11 Bridging Web2 and Web3 in AI 42:30 Crypto adoption challenges in AI industry 45:51 Discussion of Web2 demand confidence 46:48 Closing remarks and how to follow Mira Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore: - The current state of decentralized GPU marketplaces - The role of data DAOs and IP rights in AI development - Viability of decentralized training and inference - The future of AI agents and identity systems - Which crypto AI verticals show real promise vs hype This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves. "I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - José Macedo on Twitter/X ► https://x.com/zemariamacedo - Emad Mostaque on Twitter/X ► https://x.com/emostaque - Kyle Samani on Twitter/X ► https://x.com/kylesamani --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introducing Panel and Debate Setup 01:58 Kyle on GPU Marketplaces and Infrastructure 04:23 Evaluating Different Crypto AI Sectors 06:41 Current State of the Crypto AI Market 10:37 Core Benefits of Crypto for AI Development 14:41 Talent Migration into Crypto AI 20:25 The Mimetic Value of Crypto AI 24:36 Deep Dive: Decentralized GPU Marketplaces 33:13 Game Theory of Open Source AI 41:38 Discussion on Data and Data DAOs 48:40 Private Data and Expert Knowledge 52:11 Rapid Fire: Key Sectors Analysis 54:33 The Future of AI Agents 58:11 Identity and Final Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Dive deep into IOnet, the world's largest decentralized AI compute network, with Pondering Durian (Delphi Digital) and Torrey Green, CEO of IOnet. This engaging discussion covers: - How IOnet is disrupting the $2.5 trillion cloud computing market - IOnet's unique "decentralized clustering" approach enabling global supercomputers - Growth strategies and roadmap to become the leading AI compute provider The conversation explores how decentralized networks like IOnet provide cheaper, more flexible compute without the constraints of centralized cloud providers. Discover why execution is key as IOnet aims to replace AWS through demand generation, upgraded offerings, and a world-class team recruited from web2 giants. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - Tory Green on Twitter/X ► https://x.com/mtorygreen --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introduction of Tory Green, CEO of IO.net 01:29 Tory's Background and Path to IO.net 04:07 Competitive Advantage vs Incumbents 06:48 The Theory of Disruption 08:40 IO.net's Differentiation: Decentralized Clustering 11:47 Growth and Customer Acquisition Strategy 14:37 Enterprise Adoption and Security 17:18 Supply Chain and GPU Market Analysis 20:11 Rapid Fire: Overrated vs Underrated 25:32 Future of Decentralized Training 27:09 Edge Computing and Network Flexibility 31:31 IO.net's Future Roadmap 35:18 Long-term Vision and Goals 38:01 Closing Thoughts on AI's Impact Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future. In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society. Key insights: - Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals - The next 6 years represent a critical window to position for the new economic paradigm - Technology and crypto represent the primary vectors for capturing value in the exponential age - The intersection of AI and blockchain could enable new forms of economic activity and value creation "We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II - Raoul Pal on Twitter/X ► https://x.com/Raoulgmi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:49 Introduction with Raoul Pal 01:53 The Exponential Age Thesis 04:28 Impact of AI on Economic Growth 08:05 Future of Markets and Investment Returns 11:47 AI, UBI, and Economic Transformation 14:10 The Future of Money in an AI World 17:41 Blockchain and AI Integration 21:43 Traditional Investors' Understanding of AI 24:43 Government and Regulatory Response 30:02 Investment Framework Evolution 34:12 High Conviction Investment Bets 39:43 Personal Portfolio Strategy 41:15 Tesla and Tech Stock Analysis 44:49 Elon Musk's Master Plan 49:06 Rapid Fire: Underrated vs Overrated 54:26 Future of Media and Personal AI 59:45 Closing Thoughts and Contact Information Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Welcome to Delphi's Crypto x AI Demo Day, showcasing some of the innovative teams building at the intersection of crypto and AI. Watch exciting product demonstrations spanning payment rails, DeFi agents, smart contract security, and more. In the final week of Delphi's Crypto x AI Month, we turn the spotlight to builders who are actively developing applications that explore new possibilities. See firsthand how teams are combining blockchain and AI to create practical solutions for real-world challenges. The Demo Day lineup includes: - Venice - private and uncensored alternative to the popular AI apps - Daisy - Daisy makes custom AI easy - Testmachine - AI powered Smart Contract Security - Skyfire - Visa for AI Agents - Almanak - End to end platform for financial AI agents - Rivalz - World abstraction layer for AI agents Part of our comprehensive virtual conference featuring 40+ industry leaders in panels, debates, and deep-dive discussions. Access the full lineup of Crypto x AI Month content here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Chapters: 00:00 Intro 01:45 Venice AI 07:50 Almanak 13:04 Daisy AI 18:18 Testmachine 22:48 Skyfire 26:08 Rivalz 29:43 Outro Disclosure: All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
In this thought-provoking discussion with Can Gurel (Delphi), the NEAR co-founders share insights on Illia's work co-authoring the groundbreaking "Attention is All You Need" paper that introduced transformers, their vision for user-owned AI and democratizing access to AI capabilities and more. Key insights include: - How NEAR's original focus on AI developer tools led them to discover the need for better payment infrastructure for distributed workforces - Their framework for user-owned AI that optimizes for individual success rather than platform profits - Technical challenges and solutions for distributed AI training and inference - The importance of private computing for enabling user-controlled AI systems The conversation provides valuable perspective on the intersection of AI and crypto from pioneers who have worked at the cutting edge of both fields, offering insights into how decentralized technologies could enable more democratic and user-centric AI development. "The reality is we kind of have like a little bit of a model that some data we don't want to share... Your assistant will be able to help you with filing your taxes and finding ways to file receipts for expenses, and it will need to have access to all of this. What you don't want is all of this data end up leaking or showing up in somebody else's chat." — Illia Polosukhin, NEAR Protocol Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Illia Polosukhin on Twitter/X ► https://x.com/ilblackdragon - Alex Skidanov on Twitter/X ► https://x.com/alexskidanov --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Introduction of Illia and Alex from NEAR 03:11 Origins of the Transformers Paper 08:07 Discussion on LLMs and Model Understanding 11:05 Alpha Go and Self-Improvement in AI 15:16 NEAR's Evolution from AI to Blockchain 19:37 The Story Behind NEAR's Foundation 26:32 Vision for User-Owned AI 30:31 Analysis of the Crypto-AI Stack 35:28 Data Labeling and Trust Systems 39:33 Private Inference and Edge Computing 44:17 User Privacy and Trust in AI 47:44 Edge Computing Challenges 49:54 Novel Data Sources and Synthetic Data 52:40 AI Agent Security and DeFi Applications 58:43 Formal Verification in AI Systems 1:03:14 Distributed Training Challenges 1:11:04 AI Talent and Crypto Industry 1:13:44 Rating Future Technologies and Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation. In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on: - The decentralized AI stack from compute and data to applications - Leveraging crypto primitives to coordinate and incentivize key AI resources - Demand-side considerations and potential use cases for decentralized AI - The relationship between network utility, speculation, and value in AI tokens - Advantages of decentralized infrastructure and crypto-economic models for AI - Experiments with autonomous AI agents utilizing novel economic rails - Regulatory environment impact on DeAI network development - Current state of crypto AI ecosystem and future evolution Panelists include: - Shayon Sengupta (Multicoin Capital) - Marc Weinstein (Mechanism Capital) - Anand Iyer (Canonical Crypto) - Ed Roman (Hack VC) The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Yan Liberman on Twitter/X ► https://x.com/yanliberman - Anand Iyer on Twitter/X ► https://x.com/ai - Ed Roman on Twitter/X ► https://x.com/ed_roman - Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta - Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 04:48 Understanding the Crypto AI Stack 07:05 Crypto and AI as Opposing Technologies 11:12 Data and Compute Infrastructure 15:32 Capital Formation and Market Dynamics 20:25 Token Design and Value Accrual 25:00 Current Liquid Market Landscape 31:46 Evolution of Attention vs Utility 35:28 AI Agent Market Development 41:59 Defining AI Agents and Their Capabilities 47:36 Discussion on GOAT and Autonomous Agents 52:40 Future Timeline and Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
A discussion with Nick Emmons (Allora) and Himanshu Tyagi (Sentient) examining different approaches to coordinating AI development through decentralized networks. Allura focuses on coordinating multiple models to achieve specific objectives, while Sentient works on open-source model development and value attribution through cryptographic techniques. Key topics include: - The evolution from Twitter bots to sophisticated AI agents in crypto - Different approaches to model coordination and incentivization - Technical deep-dive into Open Monetizable Loyal (OML) models - Trust verification and cryptographic solutions for AI deployment - The complementary roles of model aggregation and model development - The intersection of crypto infrastructure and AI trustworthiness - Future implications for decentralized AI development The conversation explores the relationship between AI model development, cryptographic systems, and economic incentives, examining how different projects approach the challenges of building coordinated AI systems. "I think crypto networks are fundamentally means of turning different nebulous resources into more kind of tangible digital commodities." — Nick Emmons, Allora Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Michael Rinko on Twitter/X ► https://x.com/mrink0 - Nick Emmons on Twitter/X ► https://x.com/nick_emmons - Himanshu Tyagi on Twitter/X ► https://x.com/hstyagi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Discussion of AI Twitter Bots and Market Impact 04:28 The Role of Agents in Crypto Systems 06:54 Evolution of AI Agent Integration 11:46 Understanding Coordination Networks 14:21 Building Model Coordination Solutions 16:19 Initial Use Cases and Development Focus 22:28 Comparison with BitTensor Approach 25:06 Deep Dive into OML Technology 32:39 Trust and Verification in AI Systems 36:40 Objective-Centric AI Paradigm 39:07 Sentient's Complementary Approach 42:10 Current Constraints and Future Development 44:27 The Future of Crypto AI Integration 47:12 Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
How will specialized AI agents collaborate to outperform general AI? - A deep dive into Theoriq's vision for decentralized agent collectives with founder Ron Bodkin, former Google Cloud CTO office lead. This in-depth conversation between Luke Saunders and Ron Bodkin explores: - Why specialized agent collectives may outperform general AI systems - The technical foundations of agent collaboration and evaluation - How Theoriq enables permissionless agent development and discovery - The role of decentralization in ensuring safe and ethical AI development - Future implications for autonomous AI systems and agent coordination - Insights from Ron's experience at Google, Teradata, and Vector Institute The discussion provides valuable perspective on how decentralized networks of specialized AI agents could provide an alternative to centralized AI development, with a focus on modular, community-driven innovation and proper governance structures. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: Luke Saunders on Twitter/X ► https://x.com/lukedelphi Ron Bodkin on Twitter/X ► https://x.com/ronbodkin --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Introduction of Ron Bodkin, Founder of Theoriq AI 01:17 Ron's Background in AI and Big Data 04:28 Ron's Experience at Google and AI Development 07:35 The Impact of Transformers and GPT-3 on AI 11:32 Defining AI Agents and Their Capabilities 15:31 The Concept of Agent Collectives 18:38 The Future of AI and AGI 25:00 Concerns About AI Safety and Development 28:23 Overview of Theoriq AI's Agent Base Layer 30:54 Evaluators in Theoriq's System 34:08 Permissionless Nature of Theoriq's Platform 36:14 Developer Experience and SDK for Theoriq 39:33 Optimizers and Agent Collectives 41:48 Future of Autonomous AI Agents 44:22 Discussion on Truth Terminal and AI Autonomy 47:34 Call to Action and Closing Remarks Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Why do AI agents need crypto for payments? - Leading builders explore how blockchain could become the default payment infrastructure for the emerging AI agent economy. This in-depth conversation between Can Gurel (Delphi) and industry experts features: - Craig DeWitt (Skyfire) - Don Gossen (Nevermind) - Yuga Cohler (Coinbase) Key topics include: - Why traditional payment rails are insufficient for AI agent transactions - The emergence of agent-to-agent commerce and micropayments - How crypto enables programmatic, instant, and global payments - The evolution of shopping experiences in an AI-driven economy - Different payment patterns between human-agent and agent-agent interactions - Security and reliability considerations for autonomous AI payments The discussion provides valuable insights into how crypto infrastructure could facilitate millions of AI agents transacting in real-time, and explores the technical and business challenges of building payment rails for the next generation of autonomous systems. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Don Gossen on Twitter/X ► https://x.com/dongossen - Craig DeWitt on Twitter/X ► https://x.com/cryptocwby - Yuga Cohler on Twitter/X ► https://x.com/yugacohler --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 05:17 The Problem: Why Existing Payment Solutions Aren't Suitable for AI Agents 14:06 Regulatory Challenges and KYC for AI Agents 22:12 Authentication and Verifiability in AI Agent Transactions 26:00 Network Effects and First Mover Advantage in AI Payments 38:29 Biggest Opportunities in AI Agent Payments 48:02 The Future of Shopping Cart Experience with AI Agents 1:02:46 Types of Payments Involving AI Agents 1:10:23 Reliability and Security Concerns with AI Agents 1:20:41 The Role of Humans in AI Agent Transactions 1:26:53 Closing Remarks Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
How is Grass Network unlocking real-time data access for AI? - Explore how a decentralized network of millions of nodes is transforming how AI models access and process internet-scale data. This in-depth conversation between Can Gurel (Delphi Ventures) and Andrej Radonjic (Wynd Labs) covers: - The unique challenges of ethical data collection for AI training - How Grass Network enables real-time, unbiased data access through distributed computing - The future of Live Context Retrieval (LCR) and its impact on AI capabilities - Why decentralization is crucial for fair and efficient data harvesting - The network's evolution from browser extensions to dedicated hardware nodes - The role of multi-modal data in advancing AI development The discussion provides valuable insights into how Grass Network is building critical infrastructure for the next generation of AI applications, with a focus on ethical data collection and real-time information access. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Andrej Radonjic on Twitter/X ► https://x.com/0xdrej --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Introduction of Andrej from Grass Network 01:40 Overview of Grass Network and Its Vision 05:31 Decentralization and Its Importance for Grass 08:41 The Future of Data for AI 11:48 Real-Time Access to Information and Use Cases 17:55 Live Context Retrieval (LCR) and Its Potential 22:37 Grass Network's Launch Plans and Alpha Tests 24:25 Decision Making Process for Data Scraping 26:52 Crypto's Role in AI and the Web3 Transition 30:40 Data Processing and Downstream Tasks 33:08 The Future of Data Labeling 35:19 Node Types in the Grass Network 37:13 Closing Remarks and Invitation to Join Grass Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Can crypto unlock AI's full potential? Top investors debate the intersection of crypto and AI, exploring opportunities and challenges in decentralized AI development. This panel discussion, hosted by José Maria Macedo from Delphi Digital, features: - William Wolf (Arch Capital) - Jake Brukhman (CoinFund) - Casey Caruso (Topology) Key topics include: - The role of open-source models in crypto AI development - Unique advantages blockchain brings to AI infrastructure - Decentralized approaches to compute, training, and inference - The future of data ownership and aggregation - Potential for AI agents to utilize crypto payment rails - Challenges and opportunities in various crypto AI verticals This in-depth conversation provides valuable insights into the mindset of investors within the crypto x AI space and explores the potential for blockchain technology to reshape the AI landscape. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - José Macedo on Twitter/X ► https://x.com/zemariamacedo - Casey Caruso on Twitter/X ► https://x.com/caseykcaruso - William Wolf on Twitter/X ► https://x.com/throughnothing - Jake Brukhman on Twitter/X ► https://x.com/jbrukh --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 04:29 Responding to AI and Crypto Skepticism 11:56 Dependence on Open Source AI Models 18:10 Crypto's Unique Value Proposition in AI 25:07 Regulatory Challenges and KYC for AI 31:35 The Future of AI Models and Compute 38:29 Most Interesting Areas in Crypto AI 48:02 Decentralized Inference and Verifiability 52:27 The Value and Future of Data in AI 59:53 AI Agents and Multi-Agent Systems 1:06:22 Product-Market Fit in Crypto AI 1:12:13 Closing Thoughts and Future Predictions Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Dive deep into the critical infrastructure layer powering the future of decentralized AI. Pondering Durian (Delphi) hosts a panel of leading experts building the next generation of decentralized compute, storage, and tooling: ►Greg Osuri, Founder of Akash, the world's first decentralized cloud platform ►Michael Heinrich, Co-Founder & CEO of Zero G Labs, creators of the first decentralized AI operating system ►Mohamed Baioumy, Co-Founder of ExoLabs, enabling private, user-owned AI models This episode provides an inside look at the technologies, tradeoffs, and possibilities in decentralized AI infrastructure. We examine the challenges and opportunities in building user-controlled, privacy-preserving AI systems on decentralized clouds and Web3 tech stacks. Our panel explores the cutting edge of decentralized compute, storage, and tooling, and debates what's needed for open-source, decentralized development to compete with Big Tech's AI infrastructure. Key Questions: - Where is demand coming from for decentralized infrastructure and how does it compete with hyperscalers? - What are the key innovations enabling performant decentralized storage and retrieval for AI workloads? - How do privacy, latency, and cost tradeoffs impact what AI can be done on-device vs in decentralized clouds? - What breakthroughs are needed for decentralized AI training to catch up to centralized approaches? - How does an open source ethos and permissionless innovation accelerate progress in decentralized infrastructure? Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - Michael Heinrich on Twitter/X ► https://x.com/mheinrich - Mohamed Baioumy on Twitter/X ► https://x.com/mo_baioumy - Greg Osuri on Twitter/X ► https://x.com/gregosuri --- Chapters 00:00 Introduction to Decentralized Infrastructure 04:04 Demand and Competition in Decentralized Computing 10:49 Innovations in Decentralized Storage Solutions 13:56 Local vs Cloud Computing: Trade-offs and Use Cases 18:35 Project Superpowers: Unique Value Propositions 25:11 Overrated vs Underrated: Quickfire Round 32:52 Decentralized Training: Future Perspectives 37:49 Vision and Success Metrics for the Future Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Top experts debate the potential for open-source, community-driven AI to challenge tech giants and explore the unique advantages of decentralized approaches. Key topics include: ►Feasibility of competitive open-source AI models ►Advantages of decentralized training approaches ►Challenges in compute resources and talent acquisition ►The role of crypto incentives in AI development ►Balancing open-source principles with value capture ►Governance challenges for decentralized AI projects ►Potential risks and obstacles for decentralized AI This engaging debate bridges the gap between decentralized infrastructure, AI development, and crypto economic models. Gain insights from industry leaders on how projects like Nous, Gensyn, Ambient, and Prime Intellect are working to democratize AI and create more efficient, trustless systems. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Tommy Shaughnessy on Twitter/X ► https://x.com/shaughnessy119 - Travis Good on Twitter/X ► https://x.com/IridiumEagle - Dillon Rolnick on Twitter/X ► https://x.com/DillonRolnick - Johannes Hagemann on Twitter/X ► https://x.com/johannes_hage - Ben Fielding on Twitter/X ► https://x.com/fenbielding --- Chapters 00:00 Introduction to Decentralized vs Centralized AI Training 02:46 The Viability of Decentralized AI Models 05:57 Technical and Economic Challenges in AI Training 09:09 The Future of Specialized vs Generalist AI Models 12:01 The Role of Regulatory Environment in AI Development 14:56 The Importance of Model Maintenance and Updates 18:06 The Economics of Decentralized AI 20:56 Talent and Collaboration in Open Source AI 23:58 The Efficiency of Decentralized Systems 27:04 The Political Implications of AI Control 30:12 Recent Breakthroughs in Decentralized Training 33:04 The North Star of Open Source AI 35:53 The Intersection of Open Source AI and Crypto 38:59 The Future of Competition in AI Markets 46:22 Decentralization and Competition in the Market 49:34 The Evolution of User Interfaces and Trustlessness 52:31 The Convergence of AI and Crypto 56:30 The Role of Agents in the Economy 01:01:27 Open Source AI and Value Capture 01:06:23 Governance Challenges in Decentralized Systems 01:23:24 Skepticism and Future Risks in AI and Crypto Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Join us for an in-depth panel discussion on BitTensor and its native token, TAO, featuring top analysts in the crypto and AI space. Michael Rinko from Delphi Digital hosts Nick Hotz (Tangent), Sami Kassab (OSS Capital), and Seth Bloomberg (Messari) as they dive into the intricacies of BitTensor's decentralized AI network. This comprehensive conversation covers: ► BitTensor's core mission and how it aims to decentralize AI development ► The network's structure, including subnets, miners, and validators ► TAO tokenomics and the upcoming Dynamic TAO upgrade ► Challenges and potential solutions in incentive mechanism design ► Comparisons with traditional AI development models ► The future of BitTensor and exciting milestones to watch Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Michael Rinko on Twitter/X ► https://x.com/mrink0 - Nick Hotz on Twitter/X ► https://x.com/Nick_Hotz - Sami Kassab on Twitter/X ► https://x.com/Old_Samster - Seth Bloomberg on Twitter/X ► https://x.com/bloomberg_seth --- Chapters 00:00 The Genesis of BitTensor: A Decentralized AI Solution 07:00 Understanding the Incentive Mechanism in BitTensor 13:14 Interfacing BitTensor with Real-World Applications 19:29 The Role of Validators in BitTensor 22:50 TAO: The Utility Token of BitTensor 39:26 Understanding TAO Emissions and Their Impact 45:11 The Role of Validators and Emission Allocation 52:43 First Mover Advantage in Decentralized AI 01:00:10 The Challenge of Retaining Talent in BitTensor 01:10:55 Future Prospects and Exciting Developments in BitTensor Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
In this engaging debate for Crypto x AI Month, join Luke Saunders as he moderates a conversation on Verifiable Inference—a critical technology that ensures trustless AI by verifying the correctness of outputs without revealing internal workings. He is joined by leading founders from the crypto AI space, including Colin Gagich of Inference Labs, Ryan McNutt of SphereOne, Jeremy from Aizel Network, and Travis Good of Ambient, to explore: ► What verifiable inference is and why it's essential in the age of AI ► How decentralized models can offer solutions to centralized AI control ► Real-world use cases of verifiable inference across blockchain and AI applications This panel digs into the technical approaches—from ZK proofs to trusted execution environments (TEEs)—and discusses how the future of AI and crypto requires trustless verification to ensure security, transparency, and privacy. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Luke Saunders on Twitter/X ► https://x.com/lukedelphi - Travis Good on Twitter/X ► https://x.com/IridiumEagle - Jeremy on Twitter/X ► https://x.com/immorriv - Colin Gagich on Twitter/X ► https://x.com/colingagich - Travis Good on Twitter/X ► https://x.com/ryanmcnutty33 --- Chapters 00:00 Introduction to Verifiable Inference 03:46 Defining Verifiable Inference 05:13 Use Cases for Verifiable Inference 10:01 Real-World Applications and Innovations 16:38 Different Approaches to Verification 24:18 Exploring Zero-Knowledge Proofs 28:08 Proof of Logics and Its Implications 34:02 Multi-Agent Systems and Transaction Verification 37:46 Challenges in Optimistic Approaches 41:36 Determinism and Model Reproducibility 45:30 The Balance of Open and Closed Source Models 50:25 The Future of Edge Computing and Inference 57:49 Decentralization and Government Control of AI Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
Join Tommy Shaughnessy as he kicks off Crypto x AI Month by hosting Erik Voorhees, founder of Venice.ai, Satoshi Dice, and ShapeShift. In this thought-provoking discussion, they explore the intersection of AI and decentralized systems, delving into: ► The clash between centralized AI and decentralized alternatives ► The role of crypto in enabling open, permissionless systems ► How AI could impact individual freedom, human rights, and consciousness in the future This conversation opens a larger debate on the potential risks of centralized AI models and the importance of offering decentralized, open-source alternatives. “I think...one of the biggest dangers to humanity really, is if we allow ourselves to be convinced that open source AI is too dangerous, and it's outlawed or heavily restricted in some way, then we're in a bad spot.” — Erik Voorhees Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Tommy Shaughnessy on Twitter/X ► https://x.com/shaughnessy119 - Erik Voorhees on Twitter/X ► https://x.com/erikvoorhees --- Chapters 00:00 Introduction to the Conference and Eric's Role 00:45 AI: Friend or Foe to Individual Freedom? 03:10 Building Alternatives: The Case for Venice 06:02 The Importance of Competing Viewpoints in AI 08:53 Open Source vs. Centralized AI: A Competitive Landscape 11:48 The Future of AI and Crypto Integration 15:09 Bridging the Gap: Convincing AI Experts to Embrace Crypto 18:52 Governance in AI: Who Should Control the Models? 22:12 The Dangers of Centralized Control in AI 24:10 Maintaining Skepticism Towards Authority 26:58 The Role of Truth in AI Development 28:49 The Rise of Permissionless AI 35:04 Privacy and Data Security in AI 37:03 The Future of Governance and Mobility 41:20 Utopian Visions: AI and Human Progress 43:46 Decentralized Training: The Key to AI Freedom 55:16 The Need for Leadership in Open Source AI Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
In this episode, the Hivemind team dives deep into Uniswap's UniChain announcement, exploring its potential impact on DeFi infrastructure and L2 dynamics. They debate the merits and risks of meme coins versus utility tokens, discussing their role in user onboarding and capital allocation. The conversation shifts to the growing importance of Crypto AI, with insights into upcoming Delphi Digital research. Finally, they analyze the successful launch of Off The Grid, a AAA crypto game. Thanks for tuning in! - - Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Logan: https://x.com/LoganJastremski Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7ww Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Anoma is the universal intent machine, introducing a new era of applications where you define the outcomes you want. Anoma's intent-centric architecture provides a universal operating system for building intent-centric apps compatible with any blockchain. Anoma vastly improves blockchain UX, enables novel applications, and promotes a more human-centric future for decentralized technology. Follow Anoma at x.com/anoma and signup for the newsletter at anoma.net - - Supra Containers are secured by Supra's L1 nodes and get access to Supra's 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks - - Timestamps: (00:00) Intro (01:22) High Throughput Conviction (13:39) SVM to Ethereum & L2s (24:52) Limitations & Trade-offs of Systems (35:44) Unique Applications in Crypto (41:13) Anoma ad (42:14) Supra Ad (43:12) What's Wrong with ETH? (57:20) Fixing Ethereum (01:03:11) Alt Chains -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Imran and Qiao invited Anil and Yan of Delphi Digital to talk about the top trends in crypto VC.No BS crypto insights for founders.Timestamps(00:00) Intro(04:31) What's Currently Interesting in Crypto(07:48) One of the Most Important Lessons Qiao Learned(09:35) What Verticals Are You Excited About?(13:38) Soundmap (Pokemon Go for Music)(14:45) Anil's Music Crypto Experience(16:20) Music NFTs(19:09) The Weeknd(21:45) Gaming(25:10) AAA Games in Crypto(25:19) Off The Grid(27:04) Hytopia(28:44) "Play to Earn"(30:24) What is Something That's Very Consensus Today That You Disagree With?(34:11) "Crypto is really good for 3 types of payment"(35:36) Micro and Irreversible Payment on Dating Apps(38:02) Moonwalk Fitness(40:14) "Prediction markets are gonna fail after the elections"(43:05) Pop Culture Prediction Market(49:44) AI in Crypto(54:04) Which Crypto AI Product Has The Most Traction Today?(01:00:48) Most Interesting Dataset in Grass Protocol(01:02:04) Crate(01:12:42) Censorship Resistance(01:14:49) Apps that Create New Consumer Behaviors(01:18:14) DePIN(01:25:49) Interesting Stats About Gen Z and Gen AlphaAnil Lulla Twitter/X: https://x.com/anildelphiYan Liberman Twitter/X: https://twitter.com/yanlibermanSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.
In this episode, Jason is joined by the founders of Delphi Digital to talk about their journey from a small research firm to an investing, research, and consulting juggernaut. They unpack their unique "umbrella thinking" approach to decision-making, the challenges of managing a rapidly growing organization and portfolio, and their insights into the current state of the crypto market They also explore emerging trends in crypto including AI, gaming and potential impact on political changes in the industry. Finally, they share their bullish views on the future of crypto and the infrastructure needed to support its growth. Thanks for tuning in! - - Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Jose: https://x.com/zemariamacedo Follow Yan: https://x.com/yanliberman Follow Anil: https://x.com/anildelphi Follow Delphi Digital: https://x.com/Delphi_Digital Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Anoma is the universal intent machine, introducing a new era of applications where you define the outcomes you want. Anoma's intent-centric architecture provides a universal operating system for building intent-centric apps compatible with any blockchain. Anoma vastly improves blockchain UX, enables novel applications, and promotes a more human-centric future for decentralized technology. Follow Anoma at x.com/anoma and signup for the newsletter at anoma.net - - re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit and the first L2 to return chain and protocol fees back to users, in reETH, ensuring they benefit from ecosystem growth. re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. https://re.al/rewards/airdrop/O4UNU - - Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work. If you're a founder or a VC looking for support for your teams, head on over to RenaudPartners.com or give their co-founder Geoff a follow on x at https://x.com/ReoffGenaud - - Timestamps (00:00) Introduction (01:21) Delphi Origin Story (12:25) Birth of Fat Protocol Thesis (16:08) Pivoting from Research to Investing (20:40) $1m to $1b (25:08) Decision Making Process (30:10) Operations & Team Structure (35:55) Selling Tokens (40:02) Anoma ad (41:03) Re.al Ad (42:03) Invisible North Ad (43:00) Delphi 10 Year Vision (48:26) Making Money this Cycle (54:15) Where are We in the Cycle? (01:01:35) Hottest Narratives this Cycle - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
After the unwinding of the Japan carry trade, the weak jobs report, and Jump's dumping of ETH slammed crypto prices earlier this week, Jason Pagoulatos, head of markets at Delphi Digital, gives his insights on where prices are headed. He explains why he thinks Ethereum has underperformed so far in 2024, how the ETH ETFs might impact the price as outflows from Grayscale's ETHE dwindle, and how the election, moves by the Fed, and the adoption of Bitcoin ETFs by Morgan Stanley advisors will affect BTC. Show highlights: 00:00 Intro 01:34 Why the markets have rebounded since the weekend selloff 04:11 The role of Jump in the ETH selloff and why ETH has been underperforming so much this year 14:18 Whether Grayscale's ETHE slowing down the outflows will reverse the trend for ETH 17:53 Why Jason believes that investment advisors will continue to push bitcoin to their clients 20:18 How the macroeconomic environment is affecting crypto prices now and the impact in the near future Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! iTrustCapital Polkadot Token 2049 Guest Jason Pagoulatos, head of markets at Delphi Digital Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Pagoulatos, head of markets at Delphi Digital, explains why crypto markets rebounded quickly from the rout this week, why ETH has underperformed BTC and SOL in 2024, and how Fed and election uncertainty might affect crypto.After the unwinding of the Japan carry trade, the weak jobs report, and Jump's dumping of ETH slammed crypto prices earlier this week, Jason Pagoulatos, head of markets at Delphi Digital, gives his insights on where prices are headed. He explains why he thinks Ethereum has underperformed so far in 2024, how the ETH ETFs might impact the price as outflows from Grayscale's ETHE dwindle, and how the election, moves by the Fed, and the adoption of Bitcoin ETFs by Morgan Stanley advisors will affect BTC. Show highlights:Why the markets have rebounded since the weekend selloffThe role of Jump in the ETH selloff and why ETH has been underperforming so much this yearWhether Grayscale's ETHE slowing down the outflows will reverse the trend for ETHWhy Jason believes that investment advisors will continue to push bitcoin to their clientsHow the macroeconomic environment is affecting crypto prices now and the impact in the near futureVisit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!iTrustCapitalPolkadotToken 2049GuestJason Pagoulatos, head of markets at Delphi DigitalUnchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital talk about why a crypto asset can have wildly different prices in the public and private markets, and how they try to figure out what it's really worth.Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Overcast, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.The problem of low float, high fully diluted valuation (FDV) coins is one that is frequently discussed in crypto. But there's another wrinkle: investors need to understand the unrealized gains of these coins to really understand the price. In this episode, Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital explain the various metrics that reveal what a coin is really worth, why a wave of token unlocks that will be hitting the crypto markets in the next few years are not bullish, and whether there is a better way to design token unlocks for teams and insiders. Plus, they cover whether venture capitalists are extractive to crypto, whether these games with circulating supply and FDV have caused investors to turn to memecoins, and why they believe the ICO era was better for retail investors. Show highlights:Why upcoming token unlocks are creating market jittersHow the ratio of unrealized gains to market cap influences token price movements How some token projects manipulate their reported circulating supplyWhether and how everyday investors can uncover the truth about token projectsWhat secondary market trading says about the potential impact of upcoming token unlocksWhy Jose believes that the current token launch strategy, despite its flaws, is still favored by insiders and unlikely to change soonWhy some projects favor decisions that are more likely to result in short-term gains over long-term successWhy Jose believes that simple time-based token unlocks often work better than complex metrics, and how projects can balance funding with realistic success metricsWhy Ari believes the SEC's investigations into VCs for acting as securities dealers might be justified, and how these practices resemble pump-and-dump schemesWith numerous token unlocks looming, why the outlook is bearish for many projects, and what challenges they face in mitigating potential sell-offsWhy many crypto investors might end up holding the bag in the current cycle, despite plans to sell early and avoid lossesWhat the future role of VCs is in crypto, and how the influx of token unlocks and the rise of memecoins could shape the bull cycleVisit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!PolkadotGuests:Jose Macedo, founder at Delphi LabsAri Paul, CIO of BlockTower CapitalPrevious appearances on Unchained:Ari Paul on Why Bitcoin Is a Good Value BuyAri Paul of BlockTower Capital on the Crypto Downturn and Why It Could Change DirectionLinks : High FDV and unlocks:Unchained:How ‘Fully Diluted Valuation' Can Be a Very Dangerous Metric for Crypto Markets to Rely OnWho's to Blame for the Underperformance of Low Float, High FDV Tokens?80% of Tokens on Binance Are Down Since Listing Date: SwissBorg ResearcherCobie newsletter: New launches (part 1) - private capture, phantom pricingRocknblock: Token vesting explainerCoinDesk: 'Liquid Vesting' Is Oxymoronic Blockchain Feature That Lets Early Investors Sell Without WaitingJose's thread that inspired the episodeAri's post responding to Jose's threadToken.unlocks.app: Token vesting trackerSolutions:Hack VC: Potential Solutions to Crypto's Unlock ProblemColony Lab: Early-Stage Program & Liquid VestingImran Khan's tweet on Blast https://x.com/lmrankhan/status/1806040646433522149 -Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The problem of low float, high fully diluted valuation (FDV) coins is one that is frequently discussed in crypto. But there's another wrinkle: investors need to understand the unrealized gains of these coins to really understand the price. In this episode, Jose Macedo of Delphi Digital and Ari Paul of Blocktower Capital explain the various metrics that reveal what a coin is really worth, why a wave of token unlocks that will be hitting the crypto markets in the next few years are not bullish, and whether there is a better way to design token unlocks for teams and insiders. Plus, they cover whether venture capitalists are extractive to crypto, whether these games with circulating supply and FDV have caused investors to turn to memecoins, and why they believe the ICO era was better for retail investors. Show highlights: 00:00 Intro 01:58 Why upcoming token unlocks are creating market jitters 10:22 How the ratio of unrealized gains to market cap influences token price movements 12:22 How some token projects manipulate their reported circulating supply 20:24 Whether and how everyday investors can uncover the truth about token projects 23:37 What secondary market trading says about the potential impact of upcoming token unlocks 34:50 Why Jose believes that the current token launch strategy, despite its flaws, is still favored by insiders and unlikely to change soon 41:02 Why some projects favor decisions that are more likely to result in short-term gains over long-term success 46:36 Why Jose believes that simple time-based token unlocks often work better than complex metrics, and how projects can balance funding with realistic success metrics 53:04 Why Ari believes the SEC's investigations into VCs for acting as securities dealers might be justified, and how these practices resemble pump-and-dump schemes 59:11 With numerous token unlocks looming, why the outlook is bearish for many projects, and what challenges they face in mitigating potential sell-offs 1:05:52 Why many crypto investors might end up holding the bag in the current cycle, despite plans to sell early and avoid losses 1:12:27 What the future role of VCs is in crypto, and how the influx of token unlocks and the rise of memecoins could shape the bull cycle Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Polkadot Guests: Jose Macedo, founder at Delphi Labs Ari Paul, CIO of Blocktower Capital Previous appearances on Unchained: Ari Paul on Why Bitcoin Is a Good Value Buy Ari Paul of BlockTower Capital on the Crypto Downturn and Why It Could Change Direction Links High FDV and unlocks: Unchained: How ‘Fully Diluted Valuation' Can Be a Very Dangerous Metric for Crypto Markets to Rely On Who's to Blame for the Underperformance of Low Float, High FDV Tokens? 80% of Tokens on Binance Are Down Since Listing Date: SwissBorg Researcher Cobie newsletter: New launches (part 1) - private capture, phantom pricing Rocknblock: Token vesting explainer CoinDesk: 'Liquid Vesting' Is Oxymoronic Blockchain Feature That Lets Early Investors Sell Without Waiting Jose's thread that inspired the episode Ari's post responding to Jose's thread Token.unlocks.app: Token vesting tracker Solutions: Hack VC: Potential Solutions to Crypto's Unlock Problem Colony Lab: Early-Stage Program & Liquid Vesting Imran Khan's tweet on Blast https://x.com/lmrankhan/status/1806040646433522149 Learn more about your ad choices. Visit megaphone.fm/adchoices
Tom Shaughnessy is the Co-Founder of Delphi Digital and Founding Partner at Delphi Ventures. In this conversation, we talk about the intersection between AI & crypto, OpenAI & ChatGPT, open-source, where value is accruing, monetization, risks, and what he Is doing at Delphi. ======================= Introducing Espresso - the world's most interactive portable display. They have a portable screen that is incredibly light, comes with a nice stand, and the user interface is very easy. Anyone who listens to this podcast can go to us.espres.so/pomp. They have a brand new offer waiting for you. ======================= BetOnline.ag is a proud sponsor of the the Pomp Podcast. Use crypto to bet on sports, play poker and enjoy casino games at BetOnline. Visit https://promotions.betonline.ag/pomp and use promo code POMP100 to receive a 100% matching bonus on any crypto deposit. BetOnline boasts no crypto transaction fees, and processing is anonymous, instantaneous and secure. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
Anil Lulla is Co-Founder & President of Delphi Digital, the top crypto research firm who works with many of the largest crypto hedge-funds, VCs, and protocols. We discuss his recent analysis of new-money coming into crypto and how it differs from what native crypto investors are looking at. This covers their love for memecoins, how their trading behavior is different this cycle, the Bitcoin ETF's impact on converting tradfi investors, if DeFi will become attractive again, the decline of NFT trading, and the sectors of crypto where attention could flow next. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show.
In this episode, Keone Hon dives deep on Monad, a high-performance Ethereum-compatible layer 1 blockchain focused on delivering high performance and drastically lower transaction costs. We discuss Monad's key technical innovations like MonadBFT consensus, parallel execution, and a custom database enabling 10,000+ TPS. Keone explains how these breakthroughs allow complex 100K gas transactions costing just a fraction of a cent, 100x cheaper than even leading Layer 2s. We also explore how Monad achieves this while maintaining decentralization and a rich developer experience via full EVM equivalence. Tune in to learn why Monad could be a game changer for builders and users looking maximize performance and minimize costs. Key Links Monad: https://www.monad.xyz Socials Keone's Twitter Monad's Twitter Tommy's Twitter Follow Delphi Digital Website: https://members.delphidigital.io/home Twitter: https://twitter.com/Delphi_Digital Youtube: https://www.youtube.com/@Delphi_Digital Disclosures Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi's transparency page can be viewed here. As an additional disclosure, Tom Shaughnessy the host is an angel investor in Monad. Keywords Monad, Keone Hon, EVM, Layer 1, high performance, low cost transactions, Ethereum Virtual Machine, EVM compatible, parallel execution, consensus, decentralization, developers, Monad xyz, Tommy Shaughnessy, Delphi Digital, Delphi, Crypto, Cryptocurrency, Ethereum, --- Send in a voice message: https://podcasters.spotify.com/pod/show/the-delphi-podcast/message
CoinDesk Indices presents six notable market movement highlights from last week.Today's episode is sponsored by CME Group.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Today's takeaways are provided by Tracy Stephens, senior index manager of CoinDesk Indices with additional analysis from Jason Pagoulatos, head of markets at Delphi Digital. For more on the CMI you can visit: coindeskmarkets.com.-From our sponsors:CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.Disclaimer:This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.-This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
CoinDesk Indices presents six notable market movement highlights from last week.Today's episode is sponsored by CME Group.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Today's takeaways are provided by Tracy Stephens, senior index manager of CoinDesk Indices with additional analysis from Jason Pagoulatos, head of markets at Delphi Digital. For more on the CMI you can visit: coindeskmarkets.com.-From our sponsors:CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.Disclaimer:This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.-This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The world of sports is ever-evolving, with innovative concepts and technologies reshaping the way fans interact with their favorite games. One such innovation is Fan-Controlled Football (FCF), cofounded by Grant Cohen, a league that has defied convention and captured the imagination of sports enthusiasts worldwide. Fan Controlled Football has attracted funding from top-tier investors like Animoca Brands, 6th Man Ventures, Jump Crypto, and Delphi Digital.
The world of sports is ever-evolving, with innovative concepts and technologies reshaping the way fans interact with their favorite games. One such innovation is Fan-Controlled Football (FCF), cofounded by Grant Cohen, a league that has defied convention and captured the imagination of sports enthusiasts worldwide. Fan Controlled Football has attracted funding from top-tier investors like Animoca Brands, 6th Man Ventures, Jump Crypto, and Delphi Digital.
This is our first time ever covering a TradFi stock! However, Coinbase is a different beast… Coinbase is a behemoth of a company, growing since May of 2012. CEO Brian Armstrong has been on Bankless a number of times. Today, we're bringing on two analysts–independent researcher Jay (0xJaypeg) and Delphi Digital analyst Michael Rinko. Today's episode will not be a history lesson on Coinbase, if you're looking for that, we'll highly recommend checking out Coinbase's documentary: COIN: A FOUNDER'S STORY Today's episode is all about $COIN the asset. Down from its ATH of $342/share in Nov. 2021 to $85 today—and with a current market cap of $17.8B— are you bullish $COIN? Why or why not? ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-coin-bull-case -----
On this episode of the Delphi Podcast, Tommy and Jose spoke with Antonio Juliano, founder of dYdX, about their goal to build the largest crypto exchange through a focus on decentralization and derivatives trading. They discussed dYdX's ambitious vision and the risks they are taking to achieve it, including building their own Cosmos-based blockchain called dYdX Chain. Antonio explained how this custom blockchain will allow them to optimize performance and features specifically for trading perpetuals and derivatives. They also explored dYdX's approaches to decentralizing frontends, reducing MEV, and leveraging order books over AMMs to serve their prosumer crypto trading audience. Antonio shared his perspective on competition from both centralized and decentralized exchanges, and his views on the future landscape of app chains and blockchain platforms. An insightful conversation about dYdX's technology decisions and product roadmap aimed at disrupting the status quo and becoming a top global crypto exchange over the next 5-10 years. Show Notes dYdX Socials Antonio's Twitter Jose's Twitter Tommy's Twitter Follow Delphi Digital Website: https://members.delphidigital.io/home Twitter: https://twitter.com/Delphi_Digital Youtube: https://www.youtube.com/@Delphi_Digital Disclosures Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi's transparency page can be viewed here. Keywords dYdX, Antonio Juliano, Cosmos, blockchain, app chains, decentralized exchange, DEX, perpetuals, derivatives, trading, order books, AMMs, DeFi, crypto exchange, centralization, decentralization, frontends, MEV, competition, future, technology, roadmap, product, performance, customization, risks, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
Jose, Yan, Duncan and Ceteris discuss the craze of friend.tech, what it is, how it works and what it might bring to the table, as well as talk about Coinbase's new L2 and their views on ETFs, liquidity and the markets. Subscribe to the Hivemind podcast here Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here. Follow Delphi Digital Website: https://members.delphidigital.io/home Twitter: https://twitter.com/Delphi_Digital YouTube: https://youtube.com/@Delphi_Digital
Bankless Weekly Rollup 4th Week of June 2023 ------
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