Convergence

Luke Martin

Convergence - finance, crypto, Ai and frontier technology are each blending together to reshape how the world works faster than ever before. Conversations with the people investing in that frontier or creating it.

  1. 9h ago

    Why The Ai Bubble Will Collapse & Drive Crypto Prices Higher - Arthur Hayes

    Arthur Hayes is a crypto trading pioneer who co-founded BitMEX exchange, creator of the perpetual futures contract that now drives trillions in crypto volume, and is now CIO of the investment firm Maelstrom. His new project Ai project Flop Network is a decentralized marketplace where Ai agents buy computing power using a new form of cryptocurrency. What happens to Bitcoin or other cryptocurrencies if artificial intelligence continues to accelerate and is able to solve quantum computing or public cryptography? Nic discusses the potential scenarios for the crypto market, Bitcoin forks, doomsday scenarios, market signals to watch for, whether China or North Korea could be involved, and what he expects to happen. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes or Spotify. It helps grow the show so I can continue to host great guests. This episode is brought to you by Kraken by Payward. Get Kraken and use code CONVERGENCE1000 to unlock a $1,000 funded account once you pass the challenge at https://www.kraken.com/features/funded Disclaimer: Terms apply. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures. Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured. Kraken Funded is an unregulated service. Funded traders onboard with Payward Oceanic Ltd. Evaluation fees apply and are non-refundable for each attempt once trading begins, regardless of outcome. Availability varies by jurisdiction. (00:00) Intro (00:27) Bitcoin to 1 Million (00:57) Why Governments Always Print Money (03:31) Is AI Stealing Bitcoin's Liquidity? (04:30) AI Is a Waste of Money (06:11) Zcash vs. Ethereum (07:29) Why Only a Few Coins Win (10:38) China's Coming Money Printing (11:51) Stablecoins vs. Local Currencies (14:03) AI Model Companies Are Worthless (15:17) What Is the Flop Network? (16:29) Sponsored by Kraken (17:28) Why Agents Won't Use Stablecoins (18:56) Agent Poetry and Trading Competitions (21:17) Why Flop Could Outgrow Bitcoin (22:52) Is Tokenization the Supercycle? (24:43) Is Saylor Still Relevant? (26:12) Will Central Banks Buy Bitcoin? (27:29) Is Quantum Risk Overhyped? (27:54) The Most Dangerous Consensus Trade (29:35) Arthur's Picks: Ethena and Uniswap (30:20) Why ETH Will Outperform Convergence is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast guests do not necessarily reflect those of Delphi.

  2. 3d ago

    AI is Coming For Bitcoin With Quantum - Nic Carter

    Nic Carter is an investor, Founding Partner at Castle Island Ventures, previously founded Coin Metrics, and researcher.  What happens to Bitcoin or other cryptocurrencies if artificial intelligence continues to accelerate and is able to solve quantum computing or public cryptography? Nic discusses the potential scenarios for the crypto market, Bitcoin forks, doomsday scenarios, market signals to watch for, whether China or North Korea could be involved, and what he expects to happen.     Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes or Spotify. It helps grow the show so I can continue to host great guests.   This episode is brought to you by Kraken by Payward. Get Kraken and use code CONVERGENCE1000 to unlock a $1,000 funded account once you pass the challenge at https://www.kraken.com/features/funded Disclaimer: Terms apply. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures. Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured. Kraken Funded is an unregulated service. Funded traders onboard with Payward Oceanic Ltd. Evaluation fees apply and are non-refundable for each attempt once trading begins, regardless of outcome. Availability varies by jurisdiction.     (00:00) Intro  (00:50) Bitcoin Investor Unrest (02:08) Finding Risks and Ideas Early (05:36) Why Bitcoin Needs Upgrade (07:10) Satoshi Warning About Quantum (10:06) What Quantum Computers Can Break (11:46) Sponsored by Kraken (12:41) Crypto Market Examples (16:14) Lessons from the Bitcoin Cash Fork (17:49) The Unavoidable Risk for Bitcoin (19:54) Race Between China and US (22:01) The Base Case: Who Gets the BTC (25:21) Why BlackRock or Coinbase Can't Help (29:48) Michael Saylor Opinion of Quantum (34:29) Warning from Google (36:01) Are Altcoins like ZEC or ETH Safe? (38:20) How Markets Could React (41:22) Could This Boost Price (44:01) The Scariest Part About Quantum Risk (47:16) Is it Already Too Late? (48:41) How Ai is Accelerating Risk (50:08) What Happens Next   Convergence is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast guests do not necessarily reflect those of Delphi.

  3. 10/19/2025

    Largest Crypto Liquidation Event - Now What? w/ CMS Holdings & Split Capital

    Guests: Daniel Matuszewski is Co-Founder at CMS Holdings, one of the industry's more prolific funds. Zaheer Ebtikar is the Chief Investment Officer and founder of Split Capital, a hedge fund specializing in liquid token investments. This episode is a deep dive into the circumstances that led to the cascading liqudiation selloff on Oct 10th, what it means moving forward, why this will happen again, bearwhale shortseller, alts vs BTC, cycle inflection points, new launches in Q4, altcoin ETFs, too many coins thesis, and more... Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter, I'll reply everytime!  🔥

  4. 09/10/2024

    The Uncomfortable Truth: Crypto's Underperformance in 2024 w/ Travis Kling

    Guest: Travis Kling is the CIO at Ikigai Asset Management, a crypto hedge fund. In this episode we discuss his 3 part thesis for 2024 which went viral after it accurately predicted how strange crypto would behave this cycle. We explore financial nihilism, the rise of memecoins, billions of dollars in FTX redemptions hitting the market, Bitcoin seperating itself from everything else, how the presidential election will impact prices, which sectors could emerge as the new meta, quiet quitting, and more.   Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station    This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/

  5. 05/21/2024

    Millionaire Memecoin Trader Reveals Secrets to Finding Big Wins Early w/ Crash

    Crash (@CrashiusClay69) is one of most successful memecoin traders this bull cycle & has gained a loyal following of over 120k people who follow his analysis for new coins, trades, or themes to watch. We discuss how he finds big wins early, making his first million, the mental battle of trading, knowing when to sell, Base vs Solana, his personal strategy, top picks, and more.   Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station    This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/

  6. 05/10/2024

    Should You Sell Your Coins in May & Walk Away? What the Data Says | Weekly Wrap

    Weekly wrap of the most important trends in the crypto market covering Bitcoin seasonality, should you sell in May?, one sector of altcoins still performing well, the social-fi apps earning highest revenues of all crypto projects, and large funds taking memecoins seriously.   Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station    This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/

  7. 05/03/2024

    Predicting $1M Bitcoin & Investigating Crypto Ai w/ Martin Shkreli

    Martin Shkreli entrepreneur, former hedge fund manager, and notoriously named the "Pharma Bro" who the media labeled as "Most Hated Man in America."   We cover his crypto Ai investigation, a potential $1Billion scam, trading crypto from prison, SBF & CZ prison life, why he believes Bitcoin will reach $1Million dollars this year, nation-states buying Bitcoin, SEC targeting Ethereum, why he's bullish on Solana, Neuralink and Elon Musk, shorting the market, early hedge fund days, and more...   Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station

  8. 04/27/2024

    Billion Dollar Trades & The Crypto Supercycle w/ Su Zhu

    Su Zhu is previously co-founder of Three Arrows Capital, one of the largest crypto hedge funds last cycle. In this episode we discuss lessons learned from making & losing BILLIONS of dollars in crypto, understanding why memecoins are so important this cycle, biggest fumbles vs biggest wins, the risk of mixing trades with investments, Airdrop Points, ICOs, the ETH ETF trade, Dogecoin ETF, how the crypto exchange meta will evolve, the new L1 trade this cycle, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning rewards from top projects like Ethena. Earn rewards INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station

See All (199)

4.7
out of 5
128 Ratings

About

Convergence - finance, crypto, Ai and frontier technology are each blending together to reshape how the world works faster than ever before. Conversations with the people investing in that frontier or creating it.

Information

  • Creator
    Luke Martin
  • Years Active
    2018 - 2026
  • Episodes
    199
  • Rating
    Explicit
  • Copyright
    © All rights reserved
  • Show Website
    Convergence

You Might Also Like