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Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vision, the physics of time-to-inclusion, and how innovations like Proprietary AMMs (PropAMMs) are redefining market making. Logan also explores the broader implications of AI, from the compounding power of Grok to the societal impact of a robot-led workforce.🎯 Key Highlights▸Analyzing the Frictionless chart showing that crypto apps on Solana are the fastest to reach $100M in revenue globally.▸ Why Logan remains bearish on the "incorrect" modular design and Layer 2 scaling solutions. ▸ How the speed of light and server location prevent current centralized exchanges from being truly global. ▸ A look at the next engineering frontier. ▸ The "crypto-native" evolution of order books that uses massive Oracle updates to eliminate stale quotes. ▸ Why Logan believes the market will split into either fully regulated exchanges or fully decentralized global engines. ▸ Why Elon Musk's Grok is positioned to be the smartest model over time. ▸ The "freaky" transition to humanoid automation and the potential for a 20-day "atom-moving" data center revolution.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Logan's Twitter: @LoganJastremski▸ Frictionless's Twitter: @FrictionlessVC🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 — Logan’s return to Miami & Fund 1 vs. Fund 2 thesis04:00 — The $100M revenue chart and acting on alpha08:00 — Why throughput alone isn't enough: execution as the North Star 11:00 — Solana’s parallel execution and the 2021 NFT "gas wars" 13:30 — Being "bearish decentralization" for its own sake 17:00 — The Global Exchange vs. New York physics limitations 22:00 — Multi-Leader design: 20ms inclusion and regional information 30:00 — Blockchains as the leading indicator for price discovery 34:00 — Rebuilding modern finance: efficient 24/7 global markets 38:30 — The hollowing out of regional, non-KYC exchanges 42:00 — Estimating the $20 trillion daily global trading market 45:00 — From AMMs to PropAMMs: the crypto-native order book 52:00 — Hyperliquid vs. Solana: product-led vs. engineering-led 59:00 — Retail order flow and the "payment for order flow" win-win 01:05:00 — Timeline for the multi-leader world (2027/2028) 01:11:00 — Returning to fundamentals: cash flows and PE ratios 01:15:30 — Bullish Grok: the vector of compute and real-world atoms 01:21:00 — Automation anxiety: Uber, gig work, and surgical robots 01:26:00 — Dystopian gambling, inflation, and the Zillow reality 01:29:00 — Financing the $30k robotDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest online hackathons and why they chose to double down on the Solana ecosystem.They dive into the mechanics of sourcing 80,000 builders, the transition from remote to a massive in-person accelerator, and the shift from an infrastructure-focused crypto world to a new era of diverse consumer applications. From sub-3-hour marathons to "grenade" interview questions, Clay reveals what it truly takes to survive and win in the arena.🎯 Key Highlights▸The Numbers of Coliseum▸Clay shares the endurance training secrets that helped him clock a sub3-hour marathon in both Oakland and New York.▸How Coliseum distills 2,000+ global submissions down to a cohort of 10–15 elite investments.▸Why Coliseum moved from all-remote batches to a 75-desk physical hub in San Francisco.▸Why Clay believes Solana’s performance is the only viable infrastructure for the coming "application era".▸Why the Coliseum team now over-indexes on high-agency founders.▸The 15-minute "pressure test" interview used to suss out a founder’s conviction and humility.▸A new funding vehicle designed for companies launching on MetaDAO.▸A look at grand prize winners like Unruggable and Ore.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Clay's Twitter: @clayrobbins ▸ Coliseum's Twitter: ‪@Colosseum‬ 🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter:   / delphi_digital  💼 LinkedIn:   / delphi-digital  🎧 Listen onSpotify: https://open.spotify.com/show/62PR1Ri...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube:    / @delphi_digital  Timestamps00:00 — Welcome to San Francisco: The first podcast from Coliseum’s new office.01:50 — Endurance Sports: Running sub-3 marathons and the Sam Lessin challenge.03:10 — What is Coliseum? Sourcing differentiation through global online hackathons.06:00 — Scaling the Funnel: Triage tools and the rote work of reviewing 2,000 projects.09:50 — The Cultural Zeitgeist: Naming hackathons like Cypherpunk and Breakout.11:30 — Why San Francisco? Overcoming the isolation of remote building.14:30 — Solana vs. L2s: Technical overhead, counterparty risk, and cultural kernels.21:00 — Emerging Themes: From DePIN and DeFi to prediction markets and stablecoins.23:40 — The Future of Payments: AI agents, X402 standards, and seamless commerce.27:30 — Venture as Art: Transitioning from idea-indexing to individual-indexing.33:30 — Partnership Dynamics: The specific roles of Matty Taylor, Nate Levine, and Clay.37:00 — Learnings from Slow Ventures: The 10x case vs. the 100x case.46:30 — 15-Minute Interviews: Why jumping straight to the "important three questions" beats small talk.51:30 — Success Stories: How Ore nearly broke Solana and landed on a high-revenue consumer model.53:30 — MetaDAO and Futarchy: Decision markets, token holder rights, and CEO accountability.59:30 — The STAMP Mechanism: A compliment to dilutive capital and the Safe.01:03:00 — The story of a 4-time hackathon participant winning the grand prize.01:06:30 — How to start building on Coliseum today.DisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensive research and discussions with Nobel Prize-winning physicists, Nic breaks down why the "quantum threat" has moved from theoretical FUD to a material risk that the Bitcoin community is currently unprepared to face.They explore the "Q-Day" timeline, the vulnerability of Satoshi’s 2 million BTC, and the urgent need for a migration to post-quantum cryptography. Can Bitcoin’s rigid governance survive the most significant technical challenge in its history, or will sovereign nations and private firms reach the coins first?🎯 Key Highlights▸Why Nic stepped away from podcasts and TV to focus on precise technical writing.▸The 2025 Quantum Inflection: Why 2025 was a record year for quantum investment.▸The Trillion Dollar Bug Bounty: The "unsolvable" problem of Satoshi’s P2PK addresses.▸Why Bitcoin developers implemented Taproot without making it quantum-resistant.▸Defense in Depth for BTC: The technical hurdles of implementing post-quantum signature schemes and the potential for a mandatory "migration" period.▸How the U.S.–China rivalry mirrors the 1939 race for the atomic bomb.▸Applying maritime law to the potential "theft" of ancient Bitcoins by private firms like IBM or Microsoft.▸Scoring the Bitcoin core developers’ preparedness at a 1/100.💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Nic Carter Twitter: @nic_carter🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter:   / delphi_digital  💼 LinkedIn:   / delphi-digital  🎧 Listen onSpotify: https://open.spotify.com/show/62PR1Ri...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube:    / @delphi_digital  Timestamps00:00 — Miami loafers and Nic’s return from podcast retirement 01:50 — The 4-part series on Quantum’s risk to Bitcoin 03:00 — Why "Quantum FUD" is actually quality risk assessment 04:30 — 2025: The year the consensus among physicists shifted 07:30 — Probability of a quantum break: 70-80% by 2035 10:00 — Defining Quantum vs. Classical: Probabilistic states and entanglement 15:30 — Physical vs. Logical Qubits: The importance of fidelity thresholds 20:00 — Risk #1: The 2 million BTC sitting in Satoshi’s original wallets 24:00 — Risk #2: Address reuse and the vulnerability of Taproot 28:30 — The "Y2K" of Bitcoin: Working backward from Q-Day 34:00 — The 1/100 preparedness score for Bitcoin Core 40:00 — Geopolitical scenarios: Will the US government requisition the coins? 44:00 — The 1939 Parallel: Secret research and the race for "facile material" 48:00 — How an IBM/Microsoft "theft" would look on-chain 53:30 — Why ETH and Solana may have an easier path to upgrading 59:00 — Maritime Law: Shipwrecks, the Titanic, and "finds" in Bitcoin 01:05:00 — Final outlook: Biting the bullet vs. pleasant fantasiesDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives? Halcyon Futures: https://halcyonfutures.org 🎯 Key Highlights ▸ Leaving VC to focus entirely on AI safety and security ▸ Why Halcyon flipped the model: nonprofit first, fund second ▸ Multi-layered “defense in depth” approach to AI biosecurity & cyber risk ▸ The acceleration vs. safety debate — finding middle ground ▸ Good Fire case: career grants into interpretability research ▸ The 2×2 dilemma — speed vs. slowdown, centralization vs. decentralization ▸ U.S.–China dynamics and fast takeoff scenarios ▸ AI underwriting: how insurance can drive safety standards ▸ Founder-market fit and mission orientation in AI startups ▸ Risk, diffusion, and the uncertain path to AGI 💡 Subscribe for more crypto & infrastructure insights! 🔔 🧠 Follow the Alpha ▸ Mike's Twitter: @MikeMcCormick_ ▸ Halcyon's Twitter: @HalcyonFutures 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Mike’s background & pivot to AI safety 03:00 — The realization: AGI could change everything 05:00 — Why VC wasn’t enough to solve the problem 06:00 — Halcyon’s hybrid model and early mission 08:00 — AI security concerns: misuse, bio, and control 12:00 — Defense in depth: pre-training → deployment 15:00 — The creativity vs. restriction trade-off 17:30 — Pause AI vs. Build Baby Build 20:00 — Speed vs. centralization: the 2×2 framework 24:00 — Good Fire: career grants & interpretability 27:00 — Writing to neurons: alignment and insight 30:00 — How insurance markets can enforce safety 36:00 — Mission-driven founders & conviction filters 44:00 — Geopolitical race: U.S., China, and compute 50:00 — Diffusion limits, adoption, and energy costs 57:00 — Mass unemployment and meaning after AGI 01:05:00 — What “winning” AGI means for humanity 01:12:00 — Critical thinking, sycophantic AI, and engagement traps 01:20:00 — UBI, adaptation, and new work paradigms 01:30:00 — Three AGI futures: scale, shift, or stall 01:36:00 — 20% catastrophic risk & asteroid analogy 01:40:00 — Final message: talent is upstream of everything Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.

Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce build times from seven months to just days, Enso is positioning itself as the Unity engine for Web3. Enso: https://www.enso.build 🎯 Key Highlights ▸ Connor's nine-year journey from writing Solidity in Mist Wallet to building crypto infrastructure ▸ How Enso powered Berachain's $3.1 billion DeFi launch behind the scenes ▸ Reducing developer build times from 7 months to 1.5 days through abstraction ▸ Why crypto needs more apps (4,800) than blockchains (1,000+) for mass adoption ▸ The "fat engine thesis" - how abstraction layers will control blockchain routing ▸ Enso's upcoming network model: action providers, grafters, and validators ▸ The "Enso Drop" - accessing 370+ potential airdrops through network participation ▸ Security through simulation: 4ms response times vs industry standard 2.6 seconds ▸ Chain abstraction vs. application abstraction: the real path to user adoption ▸ Why product beats paper in crypto's current critical juncture 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Connor's Twitter: @connor_enso ▸ Enso's Twitter: @EnsoBuild 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Intro: Connor Howe, Enso co-founder 01:15 — Nine years building in crypto: from Bitcoin to Ethereum 03:00 — Early DeFi development challenges and the birth of Enso 05:00 — Chain abstraction vs. application abstraction philosophy 08:30 — Serving 8% of Web3's developer mindshare (2,250+ developers) 11:00 — Berachain's $3.1B launch: Enso's behind-the-scenes role 13:15 — AI agents, automation, and new use cases emerging 15:00 — Reducing build times: from 7 months to 1.5 days case study 17:30 — Security through simulation: 4ms response times 21:30 — Why we need products people actually want to use 23:15 — New developer onboarding trends and product directions 26:30 — The Enso Network: action providers, grafters, validators 30:00 — Self-service protocol integration and scalability 33:00 — Enso vs. Yearn comparison and strategy differences 35:15 — Network economics and fee distribution mechanisms 39:00 — Upcoming TGE and token utility design 41:00 — The "Enso Drop": accessing 370+ protocol airdrops 42:00 — Developer relations strategy: YouTube, universities, incubators 45:15 — Keeping developers away from crypto Twitter for innovation 47:15 — Fat protocols vs. fat apps: the abstraction layer thesis 51:30 — "Product beats paper" - crypto's critical juncture Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market. DoubleZero: https://doublezero.xyz 🎯 Key Highlights ▸ The internet bottleneck: why high-performance blockchains are hitting infrastructure limits ▸ Building a parallel internet with dedicated fiber, FPGAs, and multicast technology ▸ Proof of utility: weaponizing greed and capitalism for positive-sum network outcomes ▸ 16% of Solana network already running on testnet despite limited infrastructure ▸ Technical deep-dive: signature verification, packet deduplication, and jitter reduction ▸ Token economics and bandwidth contribution models vs traditional staking ▸ Long-term vision: replacing IP addresses with public-private key routing 💡 Subscribe for more crypto & infrastructure insights! 🔔 🧠 Follow the Alpha ▸ Austin's Twitter: @Austin_Federa ▸ DoubleZero's Twitter: @doublezero 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Intro: Austin Federa and the internet bottleneck problem 02:00 — Building a parallel internet for distributed systems 06:00 — The Firedancer project and million TPS potential 09:15 — Technical architecture: fiber, FPGAs, and multicast technology 13:30 — Signature verification and packet deduplication explained 17:15 — Proof of utility: Shapley values and economic incentives 23:45 — Validator onboarding and network connection process 29:30 — Testnet success: 16% of Solana network adoption 33:15 — Latency, jitter, and bandwidth improvements explained 39:00 — Token economics: 2Z token and payment models 44:45 — Access models vs staking requirements for enterprises 51:30 — Validators.app badges and network transparency 59:15 — Governance roadmap: from mainnet beta to full decentralization 01:05:45 — Long-term vision: replacing IP addresses and DNS 01:09:15 — Lightning round: most misunderstood aspects 01:12:30 — Five-year vision: parallel internet for high performance systems Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.

Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.Legion: https://legion.ccCookie3: https://www.cookie3.com🎯 Key Highlights▸ Legion's funding: VanEck and Brevan Howard backing crypto innovation▸ Attention Capital Markets: Linking mind share with financial commitment▸ Cookie3's attribution tech: Measuring on/off-chain value creation▸ Merit-based token distribution vs "whoever pays most"▸ Almanac case study: 400% oversubscribed using attention metrics▸ Retail investor access beyond accredited gatekeeping▸ IPO/ICO convergence on-chain infrastructure▸ Data-driven distribution with Web2 sophistication▸ Fighting airdrop farmers with genuine supporter identification▸ SEC progress toward disclosure-based regulation▸ Creator monetization through tokenized influence▸ Mobile-first social trading infrastructure💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Matt's Twitter: https://x.com/mattytokenomics▸ Filip's Twitter: https://x.com/fwielanier🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction and Legion funding announcement01:15 - Matt O'Connor: TradFi to crypto token design03:00 - Filip Wielanier: Cookie3's attribution mission04:30 - Capital attribution in Web3 vs Web207:30 - Attention Capital Markets explained09:00 - MicroStrategy analogy: Money where mouth is11:00 - Almanac presale implementation13:30 - Legion scoring and merit-based selection16:00 - Current ICO problems17:30 - Merit-based investing vision21:00 - IPO/ICO convergence outlook25:00 - Market effectiveness through tokenization28:45 - Information markets and creator influence32:30 - SEC regulatory progress37:00 - Regulation compliance concerns40:30 - Retail protection vs access43:00 - Project funding selection problems45:30 - Pseudonymous contributors vs VCs48:00 - "Nanny state" and risk-taking52:30 - Cookie3 roadmap54:30 - Proof of humanity considerations55:30 - Cooperative network ownership58:00 - Platform locations59:30 - Closing thoughtsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing. 6th Man Ventures: https://6thman.ventures 🎯 Key Highlights ▸ The untold story of Pump.Fun's seed round: from cold outreach to billion-dollar success ▸ Why regulatory risk-taking paid off in the Trump administration ▸ How to evaluate crypto founders differently than traditional startups ▸ The creator economy revolution: streaming meets tokenomics ▸ Digital Asset Trusts (DATs): the new MicroStrategy wave ▸ AI's impact on venture capital processes and decision-making ▸ Why attention spans are killing crypto Twitter's excitement ▸ From Bonk to Pump: lessons in meme coin investing ▸ Building conviction in contrarian bets during bear markets ▸ The importance of speed and decisiveness in early-stage investing 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Mike's Twitter: @mdudas ▸ 6MV's Twitter: @6thManVentures 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🧠 Intelligence: https://www.delphiintelligence.io 🐦 Twitter: https://x.com/delphi_intel 🎧 Listen on Spotify: Apple Podcasts: Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 — Intro: Mike Dudas, 6th Man Ventures 00:30 — The Pump.Fun origin story: cold outreach and magical moments 03:45 — Regulatory risk-taking and the Trump administration impact 06:30 — Why other VCs backed out over legal concerns 08:15 — Being hands-on with portfolio companies without being pushy 10:30 — Pump.Fun's evolution: from bonding curves to creator streaming 14:00 — The Bonk vs Pump competition and market dynamics 17:00 — How AI and AGI are changing venture capital investing 20:15 — Digital Asset Trusts: the new wave of crypto investment vehicles 26:00 — Why crypto Twitter seems less excited despite regulatory clarity 32:15 — Using AI in venture processes: market research and founder support 38:45 — The most common path from DM to investment 42:00 — Founder evaluation: red flags and green flags 47:15 — When to tell portfolio companies it's time to move on 51:15 — Decision-making under pressure: the "hell yes" principle 54:00 — Staying entrepreneurial as a fund grows and succeeds Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi's original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to solve one of DeFi's biggest problems: impermanent loss. Learn how this innovation could finally unlock natural, sustainable yield on Bitcoin at scale, creating the long-sought "holy grail" of yield-bearing Bitcoin without the downsides of traditional AMM strategies.Curve Finance: www.curve.financeYield Basis: https://yieldbasis.com🎯 Key Highlights▸ Yield Basis: Eliminates impermanent loss for single-sided crypto exposure ▸ Impermanent loss problem: Why AMMs underperform buy-and-hold ▸ Michael's solution: 2x leverage counters square-root pricing ▸ Why Curve pools beat Uniswap v2 ▸ Historical sims: 10-20% APR on Bitcoin ▸ Borrowing mechanism: Capital via crvUSD allocation ▸ Tokenomics: Choose real yield OR tokens ▸ Dynamic admin fees adjust with staking ▸ GTM: Target miners, funds, treasuries ▸ Multi-chain: Separate tokens vs. bridges ▸ Market size: $50-100B addressable ▸ Beyond Bitcoin: ETH and volatile assets ▸ Michael on DeFi vs. OG principles ▸ Challenge: Matching sims to reality ▸ Why this beats points and yield farming💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Michael's Twitter: @newmichwill▸ Curve Finance Twitter: @CurveFinance▸ Yield Basis Twitter: @yieldbasis🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps 00:00 - Intro: Yield Basis and Michael Egorov 01:15 - Yield Basis: Single-sided LP without impermanent loss 02:00 - Impermanent loss with Bitcoin/USDT 07:30 - AMMs create "buy low, sell high" 09:00 - Solution: Leverage eliminates square-root pricing 13:00 - Curve beats Uniswap v2 15:30 - Historical sims: 10-20% APR 19:00 - Borrowing: Arbitrage and debt management 24:30 - Net returns after costs 25:15 - crvUSD as low-cost capital 27:15 - Separate protocol vs. Curve integration 28:00 - Tokenomics: Real yield OR tokens 32:45 - Points vs. transparent distribution 36:00 - Dynamic fees prevent zero-division 40:00 - GTM: Miners, funds, institutions 43:00 - Multi-chain: Instances vs. bridges 48:30 - BD with competing chains 50:30 - Curve vs. Yield Basis governance 52:00 - Modern vs. OG DeFi principles 55:30 - Treasury relationships vs. decentralization 56:30 - Challenge: Real-world performance 58:30 - Market: $50-100B addressable 1:02:00 - crvUSD scaling mechanics 1:06:15 - Market cap ceiling calculations 1:08:00 - Beyond Bitcoin: Gold, volatiles 1:08:45 - DeFi innovations: Pendle, Athena 1:11:30 - Hyperliquid bootstrap strategy 1:12:00 - Closing: Growth parallelsDisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun’s bigger vision: beyond meme coins, it’s aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem. Pump.fun: https://pump.fun 🎯 Key Highlights ▸ Pump.fun’s vision: TikTok + Robinhood + Twitch in one ▸ Streamers earning 100–300x more than on traditional platforms ▸ 9 failed products before finding product-market fit ▸ Why most crypto firms are just riding Bitcoin ▸ New fee model: $2.4M to creators on day one ▸ Mobile-first: beating desktop crypto apps ▸ $2B balance sheet for smart capital moves ▸ 100% revenue buybacks (Hyperliquid/Binance playbook) ▸ Roadmap: stablecoin + full financial stack ▸ Young founders vs. traditional finance ▸ Why social media’s incentives are broken ▸ Targeting 16–24s ignored by incumbents ▸ Stats: 70 staff, $1.6B locked, billion+ daily volumes ▸ Aggressive M&A, Facebook-style 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Sapijiju's Twitter: @sapijiju ▸ Pump.fun Twitter: @pumpdotfun 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Intro & Sapijiju’s crypto journey 04:45 – 9 failed products → Pump.fun success 07:15 – Product-market fit & anti-rug mechanism 09:15 – Scaling team to 70 10:30 – Vision: social trading super-app 13:00 – $2.4M to streamers on launch day 14:15 – Why social platforms fail creators 16:45 – 300x better monetization 18:15 – DMs, streaming & mobile-first 19:30 – Competing vs. Coinbase/Binance 21:45 – User patterns: TikTok + finance 24:30 – Network effects via creator rewards 26:30 – $500k creator starter kits 28:00 – Mobile strategy for viral growth 29:15 – Zora vs. Pump.fun (content vs. coin) 31:15 – Small changes → 5x streaming growth 33:30 – Sandbox for creator freedom 35:15 – Telegram + crypto-native tools 36:30 – Democratized ICOs 38:15 – $1.6B locked, billion+ daily volumes 39:15 – Stablecoin vision 40:15 – Long-term: global takeover 42:30 – $2B balance sheet strategy 44:30 – ROI-driven capital deployment 45:15 – M&A playbook 46:15 – DAT & institutional access 47:15 – Revenue buybacks model 49:15 – VCs missing meme culture 51:15 – Story Protocol critique 53:30 – Meme coins vs. infra “scams” 54:30 – Generational wealth cycles 57:45 – Crypto as last frontier 59:15 – TradFi as modern slavery 1:01:30 – Black Mirror & moderation 1:02:30 – Mobile growth engines 1:03:30 – Scaling to $200M daily revenue 1:04:30 – Post-token comms lessons 1:05:30 – Open DMs & next episode 1:06:15 – Closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech. Delphi Intelligence: https://www.delphiintelligence.io/ 🎯 Key Highlights ▸ Why Delphi pivoted to AI after years in crypto research and investing. ▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more. ▸ How the team blends deep research with deal sourcing — like early crypto days. ▸ The three phases of AI scale: pretraining, inference, and the RL renaissance. ▸ José and PD on decentralizing RL and building “The World’s RL Gym.” ▸ The case for open AI: modular design, public reasoning, and collaboration. ▸ How LLMs are learning to “think longer” — and what it means for training. ▸ Open-source vs. proprietary AI — and China’s growing lead in open models. ▸ Why José believes AGI may already be here with GPT-4o. ▸ Where early AI startups can still win — from robotics to edge hardware. ▸ Why this AI moment feels like crypto in 2017 — and why it’s still early. ▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic. ▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences. ▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead. ▸ How Delphi plans to find early winners in AI, like they did in crypto. 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Delphi Intelligence's Twitter: @delphi_intel ▸ PD's Twitter: @PonderingDurian ▸ José's Twitter: @ZeMariaMacedo 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Delphi Intelligence 01:30 - Why AI Feels Like Crypto in 2017 03:30 - The AI Research Gap Delphi Aims to Fill 06:30 - Robotics Deep Dive: Humanoids vs. Specialization 10:00 - AI’s Impact on Traditional Tech Moats 14:30 - Can the Mag 7 Be Disrupted by AI Labs? 17:00 - Google, Meta, OpenAI, and the Race for Interface 21:00 - Crypto as a Hedge Against AI-Driven Inequality 24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI 28:00 - China’s Open-Source AI Strategy 31:30 - Zero-to-One vs. One-to-X Innovation Models 35:00 - Open-Source Models: Strategic or Suicidal? 38:00 - Early-Stage Edge: Where Startups Can Win 42:00 - Verticalized AI Apps, Context Engineering, and GPTs 46:00 - US vs. China in Robotics: Software vs. Hardware 50:00 - The Role of Simulation, Sensors, and Real-World Feedback 53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow 55:00 - The Vision for Delphi Intelligence 10 Years Out Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice. Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock. Dev.Fun: https://dev.fun/ 🎯 Key Highlights ▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun ▸ Birth of Dev.Fun and the “vibe coding” philosophy ▸ Empowering non-tech users to build token-based apps ▸ Shift from memes to tools, productivity, and full-stack apps ▸ Views on AI autonomy vs. human-led design ▸ Monetization via in-app payments, tokens, and community ownership ▸ Vision: from solo devs to tokenized micro-startups ▸ Modular backend, AI-first SDKs, and payment stack ▸ Stance on moderation, decentralization, and freedom ▸ How Dev.Fun differs from Web2 builders like Locofy ▸ Long-term incentives and plans for a Dev.Fun token ▸ Crypto-native future of streaming, distribution, and curation ▸ Why Solana powers their user-generated crypto apps 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Dev.Fun's Twitter: @devfunpump ▸ Devlord's Twitter: @devlordone ▸ Robi's Twitter: @RxbiXyz 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Intro: Dev.Fun, Devlord & Robi 01:00 – Meeting via Pump.fun, founding story 02:20 – Vibe coding with AI 04:15 – Empowering non-devs to launch apps 06:30 – Token mechanics vs. traditional apps 08:00 – In-app monetization strategies 10:00 – Favorite builds: memes to tools 13:30 – Viral Epstein app & other hits 15:30 – AI autonomy vs. human input 18:00 – Can vibe-coded apps scale to startups? 20:00 – Foundation models shaping UX 22:00 – Dev.Fun vs. Lovable: app store vs. SaaS 24:00 – Crypto-native distribution’s edge 26:00 – Tokens, capital, and incentives 28:00 – What’s on-chain vs. off-chain 30:00 – AI scaffolding under the hood 33:00 – Future of decentralized infra 35:00 – Curation, virality, and app caps 37:00 – Moderation and NSFW policies 40:00 – Streaming, attention, Black Mirror 42:00 – Why Solana powers Dev.Fun 44:30 – Post-launch reflections 46:30 – Building vs. distributing 48:00 – Build team spotlight 49:15 – Token rewards & retention 51:30 – Key metrics: usage & value flow 53:00 – Final thoughts & vision Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale. 375ai: https://www.375.ai/ 🎯 Key Highlights ▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai. ▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token. ▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used. ▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge. ▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses. ▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments. ▸ New buyer types and use cases emerging as the network scales and historical data grows richer. ▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies. ▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy. ▸ Modular sensor system design that supports future upgrades and evolving data needs. ▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage. ▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment. ▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths. ▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source. ▸ Key challenges and risks in building and scaling physical hardware for the network. ▸ The story behind the name “375ai.” 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ 375ai's Twitter: @375ai_ ▸ Harry's Twitter: @harry_dewhirst 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Harry Dewhirst & 375ai 00:55 - Harry's background 02:26 - 375ai's pivot 08:29 - 375ai overview 10:48 - Why 375ai's data is valuable 13:28 - Concrete examples of data usage 18:18 - Current stage of 375ai 22:38 - Future customers and scale 25:57 - Go-to-market strategy 29:28 - Edge AI vs. Cloud AI 34:47 - Sensors and device design 38:15 - 375ai Street and self-deployment 41:52 - Comparison with Hivemapper 44:17 - 375ai Go (mobile app) 48:06 - Demand from LLMs and real-world data 53:29 - Biggest risks and challenges 57:48 - Meaning behind the name 375ai Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch. Taofu: https://www.Taofu.xyz/ Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5 🎯 Key Highlights ▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao ▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure ▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based ▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO ▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens ▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN ▸ How miners earn rewards for providing VPN infrastructure across 80+ countries ▸ Vesting mechanics and governance voting for SNS token holders ▸ Future AI predictions: robotics integration and potential for extended human lifespan 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Taofu's Twitter: @taofuxyz ▸ Mikel's Twitter: @0xDutchmikel ▸ Mitch's Twitter: @Axilo 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Mitch, Mikel & Taofu 01:00 - Mikel's DeFi background and transition to Bittensor 02:00 - Mitch's growth background and getting "red-pilled" into Tao 03:00 - Taofu genesis: From liquid staking to subnet launchpad 05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics 06:00 - How Taofu solves subnet funding and exit liquidity problems 08:00 - Pre-dTAO barriers: High registration costs and predatory deals 11:00 - Taofu's tokenization process and multisig custody 14:00 - Due diligence and curation model for subnet selection 17:00 - Balancing AI advancement vs. Bittensor ecosystem growth 22:00 - Dream projects: Creative AI and privacy-focused solutions 25:00 - Tao Private Network (TPN): Decentralized VPN subnet 28:00 - TPN's global infrastructure and miner incentives 33:00 - User experience and dynamic incentive adjustments 34:00 - Upcoming TPN sale mechanics and vesting structure 37:00 - Taofu platform evolution: Analytics, governance, and bridges 38:00 - Future of AI: 6-month predictions and longevity implications 42:00 - AGI timeline predictions and closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing. USD.AI: https://usd.ai 🎯 Key Highlights ▸ David and Conor's journey from Deutsche Bank to creating USD.AI ▸ USD.AI's three-pillar structure: Caliber, modular underwriting, and QEV design ▸ How USD.AI enables debt financing for DeepEnd hardware operators ▸ The unique redemption queue mechanism that maintains USD.AI stability ▸ Multiple lines of defense protecting depositors from defaults ▸ How leveraging hardware assets can dramatically increase yields ▸ USD.AI's potential to reduce token emission rates across DeepEnd networks 💡 Subscribe for more crypto & DeFi insights! 🔔 🧠 Follow the Alpha ▸ USD.AI's Twitter: @USDai_Official ▸ David's Twitter: @0xZergs ▸ Conor's Twitter: @_ConorMoore 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: David Choi & Conor Moore from USD.AI 01:00 - Team background and journey to USD.AI 03:00 - USD.AI's origin and the DeepEnd hardware financing problem 06:00 - USD.AI's three-pillar structure overview 07:00 - Caliber: Tokenizing hardware assets with on-chain property rights 12:00 - Modular underwriting system with first-loss positions 15:00 - QEV design: Creating an arbitrage venue for redemptions 20:00 - Summary of USD.AI's value proposition 21:00 - Default protection and amortization process 24:00 - Value proposition for borrowers and DeepEnd networks 28:00 - How USD.AI benefits neo-cloud operators 31:00 - Phased approach to scaling USD.AI 34:00 - USD.AI's place in the broader crypto ecosystem 43:00 - Next steps and upcoming launch details Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.