RECENT EPISODES
Sun 1 MarWhat's Next for DelphiThe Delphi podcast highlights the company’s focus on enhancing collaboration within its entities while emphasizing a strategic shift towards AI, cryptocurrencies, and blockchain technology. Delphi Labs is exploring AI applications to improve operations, while Delphi Ventures is adapting investment strategies to include AI alongside crypto initiatives. The conversation reflects growing excitement about practical use cases in crypto, shifting perceptions, and the potential for substantial future growth in both sectors, with an emphasis on emerging managers and innovative investment opportunities.Mon 2 FebLogan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?Logan Jastremski explores the competitive dynamics between blockchain platforms Solana and Hyperliquid in the race for a global exchange, emphasizing Solana's high throughput capabilities which enable efficient trading solutions amid Ethereum's scaling issues. He critiques Ethereum’s Layer 2 solutions and discusses the role of decentralized platforms in market fairness. Additionally, the potential of proprietary automated market makers (AMMs) for improved price discovery and liquidity is highlighted, alongside skepticism toward Hyperliquid's ability to achieve global status given its regional focus.Mon 19 JanClay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 ParticipantsClay Robbins discusses Coliseum's role in the Solana ecosystem, which hosted a record-breaking hackathon with 80,000 participants and facilitated the launch of 6,500 projects. He emphasizes the importance of AI and low-code tools for innovation while addressing the challenges and opportunities in cryptocurrency, particularly with stable coins. The initiative aims to enhance collaboration and standardize submissions, ultimately fostering a robust environment for experimentation and growth within the blockchain space.Fri 9 JanNic Carter: Quantum Threatens $600B of BitcoinNick Carter discusses the looming threat of quantum computing to Bitcoin, estimating a 70-80% chance of disruptive advancements by 2035, which could jeopardize the security of Bitcoin, particularly Satoshi's coins. He emphasizes the need for new post-quantum cryptographic solutions and community consensus to fortify Bitcoin's resilience. Additionally, the conversation touches on geopolitical implications of quantum advancements for cryptocurrencies and the potential for financial institutions to advocate for protective measures, highlighting urgent preparedness needs among Bitcoin developers.Mon, 13 Oct 2025What's Next for DelphiThe Delphi podcast covers the company's evolution and strategies across its divisions, emphasizing the convergence of AI and cryptocurrency. Key insights include Delphi Research's shift to applied economic design in crypto projects, Delphi Labs' focus on incubation to capitalize on market gaps, and the increasing institutional interest in crypto applications like stablecoins. The discussions highlight the importance of expertise in AI investments and the potential for new billion-dollar companies rising in the crypto space.Thu, 9 Oct 2025Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs ChinaMike McCormick discusses the rapid advancement of AI, emphasizing the potential for achieving AGI while also highlighting significant risks, particularly regarding misuse by authoritarian regimes. He advocates for a balanced approach to AI development that considers geopolitical tensions, especially between the U.S. and China, while promoting AI safety through innovative funding strategies. Additionally, he explores the implications of cryptocurrencies and blockchain technology in enhancing resilience and addressing societal impacts of AI advancements.Fri, 26 Sept 2025Connor Howe: Building the Onchain Execution Engine with Enso NetworkConnor Howe, CEO of Enso Network, discusses the evolution of Enso into a DeFi Super App that simplifies interactions across over 1,000 blockchains, enabling automation and complex transactions in the crypto space. He emphasizes the importance of enhancing security and user experience, advocating for a shift from layer one focus to application-driven development. Additionally, Enso's approach includes innovative tools like Tempor for better security and the "fat engine thesis" to support diverse applications, fostering mainstream adoption of blockchain technology and cryptocurrencies.Thu, 25 Sept 2025Austin Federa: From Solana Foundation to Double Zero's Fiber RevolutionAustin Federa, CEO of Double Zero, discusses creating a dedicated high-performance network to overcome public internet limitations for blockchain and decentralized applications. The project leverages multicast technology and a unique proof of utility mechanism to enhance data distribution among validators. It aims to support the Solana network's decentralization and replace traditional IP addresses with cryptographic identities, ultimately fostering improved efficiency and performance in high-frequency trading and distributed systems.Fri, 19 Sept 2025Legion & Cookie3: Evolution of Onchain FundraisingThe discussion centers on the evolution of on-chain fundraising through Legion and Cookie3, emphasizing the concept of Attention Capital Markets (ACM) that links engagement metrics to financial investment. Key challenges include integrating on-chain and off-chain data for capital attribution in Web3, alongside the call for regulatory adaptations to accommodate emerging technologies like AI and blockchain. The conversation critiques traditional ICOs, advocating for merit-based investment approaches that prioritize meaningful engagement over wealth, while highlighting the importance of transparency in token distributions.Mon, 15 Sept 2025Mike Dudas (6MV): Pump.Fun, One of the Greatest Seed Investments EverMike Dudas discusses his successful investment in Pump, emphasizing the team's innovative outreach and rapid growth despite being pre-revenue. He highlights the importance of AI's potential influence on investments, particularly in DeFi and stablecoin infrastructures, while advising caution against hasty AI investments. The conversation also reflects on the regulatory landscape for cryptocurrencies and the impact of major AI companies on the crypto market, drawing parallels to historical trends to emphasize the evolving investment landscape.Wed, 10 Sept 2025Michael Egorov: Yield Basis - Bringing Real Yield to BitcoinThe discussion with Mike Allegroff centers on YieldBasis, a DeFi product designed to eliminate impermanent loss by enabling single-sided liquidity provision in Curve CryptoPools. Key insights include leveraging compounding mechanisms to enhance returns for Bitcoin holders while maintaining exposure to price fluctuations. Additionally, the importance of CurveUSD in providing liquidity and managing borrowings is highlighted, emphasizing its role in stabilizing yield opportunities within the evolving landscape of cryptocurrencies and blockchain technology.Mon, 8 Sept 2025pump.fun's Sapijiju: First-Ever Discussion on Building the Future of Social TradingThe discussion centers on Pumped Out Fun's innovative approach to social trading within the crypto industry, emphasizing the need for product-driven development over market hype. Co-founder Noah highlights their efforts to create unique offerings and enhance earnings for creators, while also aiming for broader adoption. The conversation touches on the role of decentralized systems and transparency in combating scams, alongside a cultural shift led by younger founders in both crypto and AI sectors.Mon, 21 Jul 2025José Macedo and Pondering Durian: The Birth of Delphi IntelligenceThe discussion highlights Delphi Intelligence's launch as a free AI research hub designed to bridge gaps in AI research, inspired by early cryptocurrency research strategies. José Macedo emphasizes the need for actionable insights, particularly regarding robotics and specialized AI applications. The conversation also explores the competitive landscape of AI investing, noting the significant market potential for private AI companies amid challenges from established tech giants like Google and Facebook.Fri, 11 Jul 2025Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications LiveThe podcast discusses Dev.Fun, a platform that has launched over 22,000 applications via vibe coding, enabling non-technical users to create without deep technical expertise. It contrasts launching tokens on Dev.Fun and Pump.Fund, highlighting monetization flexibility. Furthermore, concerns about AI's role in application development are raised, noting it complements rather than replaces human coding. Insights into user engagement and the importance of a user-friendly experience are emphasized, alongside the platform's unique advantages in Web3 and crypto landscapes.Tue, 17 Jun 2025Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AIHarry Dewhurst of 375 AI presents a decentralized network utilizing edge AI for real-time data collection from urban sensors, enhancing monetization through on-chain tokens. The discussion emphasizes decentralized physical infrastructure networks (DePIN) that improve data accuracy for AI applications, particularly for Large Language Models (LLMs). Furthermore, future plans involve user engagement for real-time data reporting, driving the company's ambition to partner with AI firms for proprietary data solutions.Tue, 27 May 2025TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ NetworkThe discussion highlights Taufu's innovative approach to capital formation for subnets on the BitTensor network, focusing on its liquid staking protocol for Tau, which lowers barriers for institutional investment. Key insights include transforming the economic model from vote-based to market-based incentives, enhancing accessibility for subnet launches, and the role of AI in the ecosystem. Additionally, the potential of decentralized applications and privacy concerns related to AI models are explored, emphasizing Taufu's commitment to fostering responsible growth in the crypto space.Wed, 21 May 2025David Choi & Conor Moore: USD.AI - Financing the Future of AI InfraIn the episode featuring David Choi and Connor Moore from USDAI, they explore a revolutionary financing model integrating AI with decentralized finance (DeFi). Key topics include the creation of a synthetic dollar backed by hardware assets, leveraging GPU and telecom infrastructure for cash flow generation, and innovative solutions for real-world asset (RWA) lending. They emphasize capital markets integration, the role of GPUs in AI advancement, and the development of a governance token for decentralized protocol management.Mon, 19 May 2025Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks OffLogan Allen introduces NotChain, a proof of work L1 blockchain leveraging Zero-Knowledge (ZK) technology to enhance trustlessness and privacy while promoting a fair launch model. The discussion focuses on ZKPOW, a competitive mechanism for optimizing Notch ZKVM's performance, addressing challenges in proof market sustainability. Additionally, the conversation highlights innovative features like a namespace system for compute jobs, which simplifies app development compared to traditional smart contracts, and aims to foster a decentralized economy around utility-based mining.Thu, 1 May 2025Cambria: The Degen MMO With $1M+ Seasonal Prize PoolsBen, founder of Cambria, discusses the game's evolution from high-stakes crypto gaming with a $1.5 million seasonal prize pool to incorporating NFT battle passes in its MMO experience. Key features include the Duel Arena’s ETH wagering and the Gold Rush's strategic gameplay aimed at engaging a diverse player base, including experienced "Dejins." Ongoing challenges such as managing on-chain economies and addressing exploits are acknowledged, reflecting the complexities of decentralized gaming. Future plans aim to enhance gameplay and attract Web 2.0 players.Wed, 30 Apr 2025Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AISam Lehman explores the evolution of AI scaling through three phases, emphasizing reinforcement learning's (RL) critical role in enhancing large language models (LLMs). He discusses the DeepSeq moment, which uses innovative RL techniques to improve reasoning capabilities, and highlights the importance of decentralized AI networks for fostering collaboration and creativity over centralized models. Lastly, he addresses concerns around the reliance on human data and the need for synthetic data to optimize AI performance, paving the way for future advancements in decentralized AI.Wed, 16 Apr 2025Guilhem Chaumont: Following the Flow Into Crypto’s Next Growth PhaseIn the discussion with Guilhem Chaumont, key topics include the evolution of Flowdesk as a comprehensive digital asset trading firm, amid a significant decline in crypto trading volumes but a stable Bitcoin price. He predicts future growth in tokenization and stablecoins, highlighting regulatory barriers and the emergence of AI tools in project development. Chaumont maintains a long-term bullish outlook on cryptocurrencies, emphasizing a shift toward institutional interests and the need for robust market-making services.Mon, 7 Apr 2025Travis Good: Machine Intelligence as a new world currency: facing down OpenAI with Ambient, a hyperscaled decentralized PoW-powered alternativeTravis Good discusses Ambient, a proof-of-work Layer 1 blockchain aimed at integrating AI with decentralized technology to create a currency reflective of machine intelligence. Key topics include the need for direct ownership of AI models, contrasting centralized and decentralized approaches, and utilizing decentralized miners to enhance blockchain security while fostering community-driven AI development. The conversation also critiques corporate control over AI, advocating for openness and democratic practices in AI model development to counterbalance potential exploitation by dominant entities.Mon, 31 Mar 2025Ben Fielding: Gensyn’s Polar Opposite Architecture vs AI Data Centers, Fueling an AI-Native Internet, Open vs. Closed Source AI and RL SwarmThe conversation with Ben Fielding focuses on the need for a shift in AI infrastructure from centralized data centers to more flexible, agnostic systems that leverage personal device capabilities. This includes advocating for open-source models like RLSwarm, which supports federated learning and collaboration across devices. The discussion also addresses the importance of user control, verification technology for trust, and the evolution toward a dynamic, AI-native internet that balances innovation and community involvement.Mon, 10 Feb 2025Jeffrey "Jiho" Zirlin: Ronin Goes PermissionlessJiho from Sky Mavis discusses the evolution of Ronin from Axie Infinity, noting its transition to a permissionless gaming chain, which has significantly increased user engagement. He emphasizes the importance of quality over quantity in platform development, highlighting a strategic focus on select projects to enhance the onboarding experience in Web3 gaming. The conversation also underscores the need for effective token economy designs and innovative approaches in game mechanics to adapt to the changing landscape of crypto gaming.Fri, 7 Feb 2025Daryl Xu: Building B3, The Next Evolution in Crypto Gaming InfrastructureDaryl Xu discusses the development of B3, a layer three ecosystem on Base aimed at transforming crypto gaming by integrating traditional games and lowering transaction costs. The platform focuses on building community, attracting AAA developers, and leveraging engaging content to onboard new users into the crypto space. Future plans include a DeFi ecosystem for token trading and the incorporation of AI to enhance gaming experiences, amidst challenges posed by regulation and the need for innovative game concepts.Thu, 6 Feb 2025Krish Jagirdar & Jordan Lejuwaan: Building RekTech, The Future of Interactive EntertainmentKrish Jagirdar and Jordan Lejuwaan explore REC Tech, an innovative platform combining gaming and social interaction, designed to engage users with quick, accessible games. They discuss its role in the crypto space by attracting new users through casual engagement with NFTs, while promoting egalitarianism and community involvement. The founders envision expanding interactive entertainment with dynamic integrations and partnerships, emphasizing resilience and adaptability in the evolving Web3 landscape.Fri, 31 Jan 2025Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering DurianIn the episode featuring Jeffrey Emanuel, discussions center on Nvidia's market challenges and its high-margin strategies, highlighting potential short opportunities amidst competitive pressures. The conversation explores AI advancements, particularly the efficiency of open-source models like Meta's Llama, and their implications for the industry. Additionally, they delve into the impact of automation and AI on employment, while Jeff expresses optimism about Bitcoin’s value in the decentralized crypto landscape.Wed, 29 Jan 2025Kam Punia: The $POWER of Web3 Mobile GamingKam Punia discusses the potential of Web3 mobile gaming through his venture, Pixian Studios, focusing on their game Fableborn. Emphasizing community engagement and token ownership, they aim to transform player-developer relationships, challenging traditional Web2 models. Insights reveal three business model opportunities in user acquisition, incentive alignment, and mobile gaming growth, while tackling the complexities of integrating cryptocurrencies and live operations in sustainable game economies.Tue, 28 Jan 2025James Zhang: Bringing Emerging Markets Onchain With JamboIn this episode, James Zhang discusses Jambo's mission to enhance financial accessibility in emerging markets through mobile technology and blockchain. The company aims to create a leading mobile on-chain infrastructure with a user-friendly smartphone that supports multiple cryptocurrencies. Key points include the adoption of stablecoins, partnerships for currency conversion, and Jambo’s plans for a satellite to improve internet access, emphasizing how these initiatives can drive crypto engagement among unbanked populations.Mon, 27 Jan 2025Tin Nguyen: Gaming IP in the Age of AIIn this episode, Tin Nguyen discusses the intersection of AI, gaming, and blockchain technology through his company Cypher and its flagship game, Cypher Odyssey. He highlights the transformative role of generative AI in game development and the use of blockchain for digital asset ownership. Nguyen emphasizes the integration of utility AI for enhanced player interactions, and the partnership with the Optimism Foundation to optimize transaction processes in the gaming ecosystem.Mon, 27 Jan 2025Tin Nguyen: From Real Estate to AI Gaming, Building SIPHER's Digital UniverseIn this episode, Tin Nguyen discusses his transition from real estate to founding Cypher, focusing on integrating blockchain technology into gaming, particularly through the upcoming Cypher Odyssey. He explores the potential of generative AI in game development and emphasizes the need for human creativity alongside AI. Key innovations include AIgaming agents capable of interacting naturally and managing in-game economies, underpinned by a cryptocurrency ecosystem that facilitates user engagement and revenue sharing.Fri, 10 Jan 2025Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGIIn this podcast episode, Jansen Teng discusses Virtuals' transformation into a leading crypto AI project following market upheavals. Highlighting the emergence of billion-dollar AI agents particularly in gaming and sports, he emphasizes crypto's advantages for these agents through autonomous participation in the economy. The conversation explores the future of an "agentic society," where AI enhances productivity while maintaining human creativity, forecasting a shift towards decentralized, open-source solutions driven by trust in technology.Sun, 5 Jan 2025Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHubIn this podcast episode, Shaw, founder of Eliza Labs, discusses the rise of AI agents in the crypto space, emphasizing their role in automating DeFi processes and simplifying blockchain access. He highlights Eliza's community-driven model, which speeds up development and creates tailored functionalities. Shaw also touches on the importance of governance tokens and the need for verification mechanisms to enhance trust in AI and crypto applications. Overall, he expresses optimism about the future of AI agents and their potential to innovate in the financial sector.Mon, 23 Dec 2024Delphi's AI + DePIN Year Ahead 2025In this DelphiPod episode, the discussion focuses on decentralized AI (DEAI) and decentralized physical infrastructure networks (DePIN) as pivotal forces shaping the crypto landscape ahead of 2025. Key insights include the importance of agent platforms in the crypto AI sector, the need for identity verification in an AI-driven world, and the bandwidth efficiency of decentralized training methods. Additionally, innovations in telecom and network optimization signal significant advancements in both AI and blockchain technologies.Thu, 19 Dec 2024Delphi's DeFi Year Ahead 2025The podcast explores the evolution of decentralized finance (DeFi) leading into 2025, highlighting the shift towards consumer-focused solutions, particularly through advancements in stablecoins and decentralized exchanges (DEXs) like Uniswap V4. It discusses the growing integration of practical crypto applications, such as direct deposits into crypto wallets, and the emergence of innovative models like "stablecoin 2.0." The conversation also emphasizes the role of technologies like Zero-Knowledge Tokenized Linked Systems (ZKTLS) in transforming lending practices within DeFi.Wed, 18 Dec 2024Delphi's Infrastructure Year Ahead 2025In this episode of the Delphi podcast, the infrastructure team anticipates the blockchain landscape in 2025, emphasizing advancements in high-throughput blockchains and the rivalry among Layer 1 platforms, particularly Solana and Ethereum. They discuss the impact of Zero-Knowledge (ZK) proofs on rollups and the role of privacy technologies like Fully Homomorphic Encryption (FHE) in enhancing transaction security. The conversation highlights the potential for consolidation in Layer 2 ecosystems and innovative developments in programmable encryption, relevant for upcoming DeFi and AI applications.Fri, 13 Dec 2024Off The Grid: Inside Neill Blomkamp's Game WorldIn the podcast episode, Neill Blomkamp discusses "Off The Grid," a groundbreaking AAA battle royale game that fuses cinematic storytelling and immersive gameplay. He highlights the role of AI in enhancing narrative engagement and personalizing player experiences. Additionally, Blomkamp explores the implications of blockchain technology and cryptocurrencies in reshaping gaming economies, while reflecting on the influence of film on game development and the broader societal impact of technological advancements.Wed, 11 Dec 2024Gunzilla Games: Delivering On The Mainstream PromiseIn this episode, Gunzilla Games' founder Vlad discusses the company's transition from fintech to gaming, leveraging blockchain for a community-driven economy to enhance player retention. The launch of "Off the Grid," a successful battle royale shooter, emphasizes innovative gameplay and visual storytelling. Key challenges in game development and marketing strategies for user engagement are explored, spotlighting the integration of AI to improve onboarding and gameplay performance.Tue, 10 Dec 2024Delphi's Markets Year Ahead 2025The Delphi podcast discusses the markets team's outlook for 2025, focusing on the strong performance of cryptocurrencies and broader risk assets in 2023. Key trends include rising Bitcoin dominance, growing interest in stablecoins, and the evolving regulatory landscape enhancing market sentiment. Additionally, institutional investment strategies are shifting, emphasizing the necessity of crypto exposure, while competition between blockchain platforms like Solana and Ethereum intensifies, highlighting the dynamic nature of blockchain ecosystems.Fri, 6 Dec 2024Delphi's Gaming Year Ahead 2025In the podcast "Delphi's Gaming Year Ahead 2025," the discussion centers on the evolving gaming landscape influenced by AI, cryptocurrencies, and blockchain technology. Key insights include the growing potential of mobile gaming in Web3, the impact of emerging ecosystems on user acquisition, and the ongoing adaptation of token distribution mechanics amid market saturation. Notably, the hosts predict a shift toward sustainable gameplay in 2025, driven by user engagement rather than speculation.