

Crypto's Foundation Model Is Dead?, Delphi Digital CEO On AI x Crypto, Ethereal Founder On Institutional DeFi, Institutional Adoption with Robinson Burkey, Dougie DeLuca, Anil Lulla, Laurence Day
Jun 3, 2025
Anil Lulla, CEO of Delphi Digital, dives into AI's impact on crypto investment strategies. Robinson Burkey, an institutional expert from Wormhole, discusses the critical need for interoperability in driving crypto adoption. Dougie DeLuca from Figment shares insights on on-chain trading innovations, while Laurence Day, founder of Wildcat, reveals game-changing under-collateralized lending solutions. Together, they explore evolving market dynamics, strategic shifts in Ethereum, and the future of decentralized finance amidst a changing regulatory landscape.
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The Decline of Crypto Foundations
- The crypto foundation model is becoming obsolete due to clearer regulations and inefficiencies in foundation operations.
- Integrating labs and foundations under one company umbrella is seen as a positive evolution.
Ethereum's Strategic Restructuring
- Ethereum has restructured to focus on scaling L1, L2s, and UX with a product-centric approach.
- This shift responds to competition and feedback, emphasizing integrated development for user experience.
AI Investment Strategy Advice
- Invest broadly across AI sectors and back strong teams rather than betting on specific AI areas.
- Let founders navigate where value will accrue due to AI's rapid evolution and uncertainty.