In this episode, Jason is joined by the founders of Delphi Digital to talk about their journey from a small research firm to an investing, research, and consulting juggernaut. They unpack their unique "umbrella thinking" approach to decision-making, the challenges of managing a rapidly growing organization and portfolio, and their insights into the current state of the crypto market They also explore emerging trends in crypto including AI, gaming and potential impact on political changes in the industry. Finally, they share their bullish views on the future of crypto and the infrastructure needed to support its growth. Thanks for tuning in!

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Anoma is the universal intent machine, introducing a new era of applications where you define the outcomes you want. Anoma’s intent-centric architecture provides a universal operating system for building intent-centric apps compatible with any blockchain. Anoma vastly improves blockchain UX, enables novel applications, and promotes a more human-centric future for decentralized technology.

Follow Anoma at x.com/anoma and signup for the newsletter at anoma.net

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re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit and the first L2 to return chain and protocol fees back to users, in reETH, ensuring they benefit from ecosystem growth. re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users.

Not investment advice or product solicitation and not aimed at US persons. https://re.al/rewards/airdrop/O4UNU

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Renaud Partners has built the most elite network of native crypto marketers globally.

They create custom, expert teams to support founders with transformative strategy work.

If you’re a founder or a VC looking for support for your teams, head on over to RenaudPartners.com or give their co-founder Geoff a follow on x at https://x.com/ReoffGenaud

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Timestamps

(00:00) Introduction

(01:21) Delphi Origin Story

(12:25) Birth of Fat Protocol Thesis

(16:08) Pivoting from Research to Investing

(20:40) Portfolio Growth

(25:08) Decision Making Process

(30:10) Operations & Team Structure

(35:55) Selling Tokens

(40:02) Anoma ad

(41:03) Re.al Ad

(42:03) Invisible North Ad

(43:00) Delphi 10 Year Vision

(48:26) Making Money this Cycle

(54:15) Where are We in the Cycle?

(01:01:35) Hottest Narratives this Cycle

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

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