The Delphi Podcast

Mike McCormick, founder of Halcyon and AI-safety philanthropist, discusses his shift from venture capital to focusing on AI safety. He emphasizes the need for a balanced approach between AI acceleration and safety measures. Topics include the risks of misuse in large language models, the challenges of AGI competition between the U.S. and China, and the importance of nonprofit-first frameworks in AI funding. McCormick also highlights the role of insurance in enhancing AI safety standards and the potential socioeconomic impacts of AGI.

Connor Howe, co-founder and CEO of Enso, shares his impressive journey through the crypto space over the past nine years. He discusses Enso's revolutionary approach to simplify developers' lives by reducing app build times from months to days. Connor reveals how Enso powered Berachain's massive launch and explores the critical shortage of decentralized apps compared to blockchains. He emphasizes the importance of product-driven solutions for mass adoption and introduces innovative concepts like EnsoDrop, which allows users to tap into hundreds of potential airdrops.

Austin Federa, Co-founder and CEO of Double Zero, shares his journey from the Solana Foundation to building a permissionless fiber network for blockchains. He discusses tackling the internet bottleneck for high-performance blockchains and envisioning a parallel internet. Austin highlights the innovative use of FPGAs, deduplication, and multicast technology. He also delves into unique token economics, proof of utility, and the long-term goal of replacing IP addresses with public-private key routing. Expect insights into the future of decentralized networking and accessibility!

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.

Mike Dudas, Managing Partner at 6th Man Ventures and a prominent figure in early-stage crypto investing, shares his insights on the incredible success of Pump.Fun. He reveals the intriguing backstory of backing this cultural sensation and discusses the nuances of regulatory risks and evaluating crypto founders. The conversation dives into the evolving creator economy, the impact of AI on venture capital, and the dynamics between meme coins like Bonk and Pump. Dudas highlights the importance of decisiveness in early-stage investing amid rapid market changes.

Michael Egorov, co-founder of Curve Finance and a DeFi pioneer, discusses his innovative Yield Basis protocol aimed at tackling impermanent loss in liquidity provision. He explains how this solution could create sustainable yields for Bitcoin without the risks of traditional AMM strategies. The conversation covers market dynamics, alternative tokenomics, and the expansive potential of Yield Basis across cryptocurrencies. Michael emphasizes the ability to achieve substantial APR on Bitcoin while navigating the challenges of decentralized finance.

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 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 – Intro & Sapijiju’s crypto journey04:45 – 9 failed products → Pump.fun success07:15 – Product-market fit & anti-rug mechanism09:15 – Scaling team to 7010:30 – Vision: social trading super-app13:00 – $2.4M to streamers on launch day14:15 – Why social platforms fail creators16:45 – 300x better monetization18:15 – DMs, streaming & mobile-first19:30 – Competing vs. Coinbase/Binance21:45 – User patterns: TikTok + finance24:30 – Network effects via creator rewards26:30 – $500k creator starter kits28:00 – Mobile strategy for viral growth29:15 – Zora vs. Pump.fun (content vs. coin)31:15 – Small changes → 5x streaming growth33:30 – Sandbox for creator freedom35:15 – Telegram + crypto-native tools36:30 – Democratized ICOs38:15 – $1.6B locked, billion+ daily volumes39:15 – Stablecoin vision40:15 – Long-term: global takeover42:30 – $2B balance sheet strategy44:30 – ROI-driven capital deployment45:15 – M&A playbook46:15 – DAT & institutional access47:15 – Revenue buybacks model49:15 – VCs missing meme culture51:15 – Story Protocol critique53:30 – Meme coins vs. infra “scams”54:30 – Generational wealth cycles57:45 – Crypto as last frontier59:15 – TradFi as modern slavery1:01:30 – Black Mirror & moderation1:02:30 – Mobile growth engines1:03:30 – Scaling to $200M daily revenue1:04:30 – Post-token comms lessons1:05:30 – Open DMs & next episode1:06:15 – 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.

José Macedo, Co-Founder at Delphi Labs, and Pondering Durian, Lead at Delphi Intelligence, dive into the launch of Delphi Intelligence, focusing on AI research. They discuss the shift from crypto to AI, emphasizing high-quality collaboration and emerging technologies. The duo explores the phases of AI scale and debate open-source versus proprietary models. They share insights on AI's connection to geopolitics, compare U.S. and China’s strategies, and highlight the exciting landscape for early-stage AI startups amidst technological innovation.

Discover how Dev.Fun is revolutionizing app creation with AI-powered vibe coding, making it accessible to everyone, even non-techies. Founders Devlord and Robi share their journey and the exciting possibilities of generating decentralized applications. Learn about their innovative monetization strategies, user-engagement tactics, and why they've chosen Solana for their platform. They also discuss the balance between moderation and freedom, and how live streaming could drive crypto adoption while fostering authenticity in digital interactions.

Harry Dewhirst, co-founder and CEO of 375ai, is revolutionizing data collection with a decentralized network of sensors designed for real-time, monetized insights from the physical world. He shares his journey from a crypto investor to innovator, and how 375ai's technology turns unstructured video into valuable data while emphasizing privacy. The launch of the compact 375 Street device and its impact on data accuracy is explored. Dewhirst also discusses challenges in manufacturing and the intriguing connections of his company's name to Area 51.