410 episodes

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

The Delphi Podcast The Delphi Podcast

    • Technology
    • 4.6 • 79 Ratings

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

    Rossen Yordanov: Azuro’s Role in the Future of Prediction Markets

    Rossen Yordanov: Azuro’s Role in the Future of Prediction Markets

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



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



    Chapters



    00:00 Introduction and Background

    05:44 Challenges of Liquidity in Prediction Markets

    13:19 Addressing Dispute Resolution in Prediction Markets

    29:20 Token Launch and Future Plans





    Disclosures



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












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    • 46 min
    Michael Rinko and Kevin Kelly: The Liquidity of Attention Drives Markets & Dictates Winners

    Michael Rinko and Kevin Kelly: The Liquidity of Attention Drives Markets & Dictates Winners

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




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



    Chapters



    00:00 Introduction and Inspiration for the Report

    04:25 The Long-Term Value of Attention

    09:44 Distribution Channels and Capturing Attention

    23:40 Disintermediating the Web2 Model with Tokens

    33:38 The Beauty and Speculation of Meme Coins

    34:57 The Importance of the Application Layer in Web3

    40:16 Tokens as a New Distribution Channel

    46:42 The Potential of AI in Changing Internet Interaction

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





    Disclosures



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








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    • 1 hr 8 min
    EigenLayer's Forkable Token System - Bringing Social Truth Onchain

    EigenLayer's Forkable Token System - Bringing Social Truth Onchain

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


    Sreeram's Twitter - https://twitter.com/sreeramkannan



    Chapters



    00:00 Introduction to Eigenlayer and Restaking

    03:52 Verifiable SaaS: Actively Validated Services

    14:31 The Importance of Economic Security

    34:09 Managing Risks and Ensuring Economic Security

    36:01 Open Innovation and Better Services

    45:26 The Importance of Unit Matching in Economic Security

    54:23 Bringing Social Truth On-Chain through Forking

    01:03:53 Pooling Security and Elastic Scaling

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

    01:08:26 Decentralized Trust and the Eigen Token

    01:09:25 Forking and Adjudication in EigenLayer

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

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





    Disclosures



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


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    • 1 hr 42 min
    Arthur Hayes, Kyle Samani and Cindy Leow: Drift Protocol and the Future of DeFi

    Arthur Hayes, Kyle Samani and Cindy Leow: Drift Protocol and the Future of DeFi

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

    Cindy's Twitter - https://twitter.com/cindyleowtt
    Arthur's Twitter - https://twitter.com/CryptoHayes
    Kyle's Twitter - https://twitter.com/KyleSamani



    Chapters



    00:00 Introduction and Backgrounds

    04:21 The Vision for DeFi

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

    12:56 The Evolution of Drift Protocol

    19:03 The Rise of Meme Coin Derivatives

    21:19 Exploring Faster Transactions and MEV Capture

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

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

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

    31:43 The Advantages and Challenges of DEXs

    34:39 The Potential for Stablecoin Innovation

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

    47:23 The Future of the Crypto Market

    50:46 The Impact of Token Vesting Schedules

    56:30 Factors Influencing the Crypto Market





    Disclosures



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






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    • 1 hr 3 min
    David Johnston: Morpheus's Fair Launch Attracts $400M in stETH to Build Network of AI Agents

    David Johnston: Morpheus's Fair Launch Attracts $400M in stETH to Build Network of AI Agents

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


    David's Twitter - https://twitter.com/DJohnstonEC




    Chapters

    00:00 Introduction to Morpheus and its Goals

    03:18 The Fair Launch Model and Attracting Support

    05:16 The Role of the Morpheus Network

    10:29 The Smart Agent Rank Algorithm

    25:53 Understanding the Reward Mechanism

    31:08 Rewarding Smart Agents and Compute Providers

    34:56 Directing Rewards with Morpheus Token Holders

    38:45 Creating an Ecosystem for Developers

    45:01 Rewarding App Builders and Preventing Centralization

    46:28 The Potential of Decentralized AI Models





    Disclosures

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








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    • 50 min
    Michael, Ming and Jason of 0G Labs: Building A Modular Chain Specifically for AI

    Michael, Ming and Jason of 0G Labs: Building A Modular Chain Specifically for AI

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


    Michael's Twitter - https://twitter.com/mheinrich

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

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





    Chapters


    00:00 Introduction

    17:42 The DA Layer: High Throughput and Scalability

    29:13 Promoting Transparency and Democratization of AI

    38:54 Differentiators of Zero G Labs

    51:28 Roadmap and Future of Crypto AI






    Disclosures

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






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    • 55 min

Customer Reviews

4.6 out of 5
79 Ratings

79 Ratings

Eddie J. Soto ,

The Delphi Ventures Podcast really provided education on the finance of crypto, DAO, and NFTs

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This is a must listen if you have any interest at all in digital assets! Tom and the entire Delphi team do an incredible job covering all the insights, innovations and headlines you need to know about to stay ahead of the curve as a founder and creator - with inspiring interviews from industry leaders who’ve actually walked the path. Highly recommend listening and subscribing!

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Best crypto podcast for investors

The Delphi team has access to some of the most exclusive guests in crypto. Each episode is a must listen for alpha.

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