

The Delphi Podcast
The Delphi Podcast
Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures
Episodes
Mentioned books

Dec 22, 2021 • 1h 25min
Sahil Lavingia: Leaving as Pinterest Employee #2, Gumroad Creators Earning $500M, and Why Web2 Companies Can‘t Compete with Web3
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Sahil Lavingia, Founder of Gumroad, a powerful, but simple, e-commerce platform that helps creators monetize digital products and memberships. The two discuss Sahil’s decision to leave Pinterest, Web3’s edge over Web2, decentralizing Gumroad and shifting to a Web3 model, and much more!
Show Notes:
(00:00:00) – Introduction.
(00:01:28) – Sahil’s background.
(00:05:24) – The decision to leave Pinterest / Starting Gumroad.
(00:13:41) – Working through adversity.
(00:21:45) – Advice to crypto founders.
(00:36:56) – Decentralizing Gumroad.
(00:45:31) – Thoughts on merging Web2 and Web3.
(00:48:48) – Social credit and pseudonymity.
(00:53:07) – Why Web2 and Web3 are not mutually exclusive.
(01:03:27) – Web3’s edge over Web2.
(01:09:15) – Pushing change forward on the societal level.
(01:13:41) – Sahil and Gumroad’s shift into Web3.
(01:20:35) – The most impactful idea in Sahil’s book.
(01:23:43) – Closing
Social links:
Sahil’s Twitter
Gumroad Twitter
Resources:
Delphi Podcast Summaries
Gumroad Website
Sahil’s Blog
Sahil’s Book
More
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💬 Follow Delphi Podcast on Twitter
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Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Dec 20, 2021 • 1h 11min
ALL.ART: Solving Metadata, Intellectual Property, and Infrastructure for NFTs, $AART Token IDO, and the Case for Virtual Reality
The Delphi Podcast Guest Host and NFT/Gaming Analyst Jeremy Parris sits down with Vitomir Jevremovic and Jovan Tisma, Co-founders of ALL.ART, foundational NFT infrastructure built on the Solana blockchain. They discuss metadata, infrastructure, and intellectual property issues around NFTs, the $AART token IDO and NFT drop, VR ALL.ART and much more!
Show Notes:
(00:00:00) – Introduction.
(00:01:30) – Guests’ backgrounds.
(00:03:08) – What is ALL.ART?
(00:10:31) – What is lacking in current NFT metadata & infrastructure.
(00:21:12) – The intellectual property and licensing problem with NFTs.
(00:28:59) – Overview of Solsea.
(00:39:51) – Details of the ALL.ART IDO.
(00:48:03) – The ALL.ART NFT collection.
(00:50:17) – The case for virtual reality.
(00:56:16) – $AART token.
(01:03:35) – Advantages of having Solsea as a working product.
(01:06:27) – Closing thoughts.
Social links:
Jovan’s Twitter
Vito’s Twitter
ALL.ART Twitter
Solsea Twitter
Resources:
Delphi Podcast Summaries
ALL.ART Website
ALL.ART IDO
Solsea Website
ALL.ART Unity Wallet
VR ALL.ART
More
📺 Watch Video Interviews
💬 Follow Delphi Podcast on Twitter
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🧠 Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Dec 17, 2021 • 46min
Superfluid: Streaming Salaries by the Second, Building Token Standards for Programmable Cash Flows, and Super App
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Francesco George Renzi, CEO and Co-founder of Superfluid, a protocol building programmable money streams. The two discuss how streaming solves payment problems today, the potential of streaming as a DeFi primitive, using future cash flow for on-chain credit scoring, and much more.
Show Notes:
(00:00:00) – Introduction.
(00:01:17) – Francesco’s background.
(00:02:40) – The inspiration for starting Superfluid.
(00:04:31) – Problems with payments today / Why streaming payments are better.
(00:07:57) – Potential pushback from Web2.
(00:10:22) – Superfluid usage in DAOs.
(00:12:47) – Getting started with Superfluid.
(00:17:27) – Upgrading/downgrading tokens.
(00:19:40) – How gas cost savings are achieved.
(00:23:11) – Uses for streaming beyond payments.
(00:29:58) – Future cash flow and on-chain credit scoring.
(00:34:36) – What are Super Apps?
(00:38:02) – Superfluid and L2s.
(00:41:34) – Biggest challenge building Superfluid / Advice to founders.
(00:44:45) – Closing thoughts.
Social links:
Francesco’s Twitter
Superfluid Twitter
Superfluid Discord
Resources:
Delphi Podcast Summaries
Superfluid Website
Superfluid App
Superfluid Docs
Ricochet Exchange Website
More
📺 Watch Video Interviews
💬 Follow Delphi Podcast on Twitter
✅ Follow Delphi Digital on Twitter
🧠 Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Dec 15, 2021 • 1h 7min
Terra Autumn Series Ep. 7: Introducing Ultimate Composability, Refracting Digital Assets with PRISM
Head of Delphi Labs Jose Maria Macedo sits down with Hyperion, General Manager of PRISM, a protocol that “refracts” digital assets into yield and principal components, enabling the next level of DeFi composability. The two discuss the potential of interest rate derivatives in crypto, projections for principal and yield tokens, the composability of these refracted assets, and much more!
Show Notes:
(00:00:00) – Introduction.
(00:01:27) – Hyperion’s background.
(00:05:42) – Deciding to build in crypto.
(00:07:27) – Interest rate derivatives in TradFi.
(00:11:09) – Using interest rate derivatives as a hedge.
(00:14:40) – The size of the interest rate derivatives market.
(00:16:50) – The founding basis of PRISM.
(00:17:45) – Bonding / yield curves in crypto.
(00:22:06) – The user journey on PRISM.
(00:23:45) – Price expectations for pLuna and yLuna.
(00:29:37) – Long/short strategies for pLuna and yLuna.
(00:32:10) – Perpetuals for pLuna.
(00:34:35) – Fixed maturity on the tokens.
(00:37:15) – The relationship between p tokens and y tokens.
(00:38:57) – Tokens beyond pLuna and yLuna.
(00:42:08) – The possibilities for aUST?
(00:44:48) – Additional functionalities on PRISM.
(00:48:01) – The $PRISM token.
(00:53:11) – Composability use-cases for PRISM.
(00:55:24) – Why interest rate derivatives have not gained traction in crypto.
(00:59:41) – The core interest rates in crypto.
(01:03:52) – Closing thoughts.
Social links:
Hyperion’s Twitter
PRISM Twitter
PRISM Telegram
PRISM Discord
Resources:
Delphi Podcast Summaries
PRISM Website
PRISM Litepaper
More
📺 Watch Video Interviews
💬 Follow Delphi Podcast on Twitter
✅ Follow Delphi Digital on Twitter
🧠 Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Dec 6, 2021 • 1h 7min
Bored Elon: Sharing Invention Ideas to 1.7m Followers, Blockchain Gaming, Diligencing a Gaming Investment and AI in Multiplayer Games
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with angel investor and pseudonymous online persona Bored Elon Musk. Bored started out as an Elon Musk parody account and has grown to having over 1.7M followers today. The two discuss the journey of growing a pseudonymous account, traditional gaming versus Web3 gaming, effective integration of artificial intelligence (AI) into multiplayer games, and much more.
Show Notes:
(00:00:00) – Introduction.
(00:02:27) – The journey of being a pseudonym.
(00:06:23) – Transitioning into crypto.
(00:08:27) – The benefit of being pseudonymous.
(00:11:29) – Using reputation to build versus chasing quick money.
(00:13:44) – Traditional gaming shifting to the Web3 model.
(00:18:27) – Traditional gaming versus Web3 gaming.
(00:25:54) – Attracting talent from traditional gaming.
(00:27:28) – How game communities can contribute to building.
(00:31:29) – What a successful Web3 game needs.
(00:36:35) – Thoughts on the sheer amount of games coming out.
(00:39:02) – Games on specific L1s and L2s.
(00:42:24) – Realistic timelines for immersive full-fledged crypto games.
(00:46:49) – Multiplayer and AI gaming.
(00:53:00) – The societal impact of our next generation earning from games.
(00:56:43) – Game monetization and play-to-earn models.
(01:01:32) – Overview of MetaMars.
(01:05:34) – Closing.
Social links:
Bored’s Twitter
Resources:
Delphi Podcast Summaries
MetaMars Website
Voxies Website
Sipher Website
More
📺 Watch Video Interviews
💬 Follow Delphi Podcast on Twitter
✅ Follow Delphi Digital on Twitter
🧠 Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Dec 3, 2021 • 1h 5min
Not3Lau Capital: Hunting for Alpha, Finding Your Tribe, and Working Effectively With Founders
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with the Lau brothers – Darren, Daryl, and Zachary Lau, also known as Not3Lau Capital. They discuss the importance of finding your tribe, how to work effectively with founders, staying up to speed with the markets and much more!
Show Notes:
(00:00:00) – Introduction.
(00:01:34) – Guests’ backgrounds.
(00:04:43) – The twins’ intern experience at CoinGecko.
(00:06:08) – The journey post-jobs.
(00:09:02) – The brothers’ biggest lessons from their last jobs.
(00:12:56) – Finding your tribe in crypto.
(00:16:53) – Judging tribes in crypto.
(00:17:38) – What to look out for when doing due diligence.
(00:21:12) – What makes a great founder.
(00:25:29) – Giving critical feedback to founders.
(00:31:47) – Staying up to speed with the market.
(00:35:17) – The Daily Ape.
(00:36:35) – Finding rotations and narratives early.
(00:40:44) – How the brothers compliment each other.
(00:44:59) – What the brothers disagree on.
(00:47:34) – How the investment committee held in Not3Lau Capital.
(00:48:57) – Their best and worst plays.
(00:58:24) – Advice to people new to crypto.
Social links:
Darren’s Twitter
Daryl’s Twitter
Zachary’s Twitter
Not3Lau Capital Twitter
Resources:
Delphi Podcast Summaries
The Daily Ape Website
The Daily Ape Telegram
Daryl’s Thread on Finding Your Tribe
More
📺 Watch Video Interviews
💬 Follow Delphi Podcast on Twitter
✅ Follow Delphi Digital on Twitter
🧠 Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Nov 30, 2021 • 1h
Pink Swan Trading: DeGen NFT Data Analytics, Building an Institutional Grade Crypto Options Analytics Platform, and a Business Wrapped in a CryptoPunk
Director of Delphi Research Ashwath Balakrishnan and Delphi Ventures Analyst Avi Zurlo, sit down with Pat Doyle and Greg Magadini, Co-founders of Pink Swan Trading, a crypto data studio. They have in-depth discussions around their products DeGenData, a de-generative NFT data lab, and Genesis Volatility, an institutional grade crypto options analytics platform, and much more!
Show Notes:
(00:00:00) – Introduction.
(00:00:33) – Guests’ backgrounds.
(00:04:32) – Ethereum maximalism.
(00:06:35) – Thoughts on the NFT revolution.
(00:10:09) – Overview of DeGenData.
(00:12:30) – Most interesting insight from DeGenData.
(00:14:00) – Building a brand around a CryptoPunk.
(00:16:46) – Selling DeGenData as a CryptoPunk.
(00:19:33) – Complying with regulations.
(00:23:00) – The landscape of crypto options.
(00:27:06) – Offering options on long-tail assets.
(00:31:03) – Genesis Volatility’s differentiator.
(00:34:54) – The inspiration for Genesis Volatility.
(00:36:36) – Thoughts on DeFi volatility.
(00:41:52) – Bringing institutions into trading DeFi volatility.
(00:43:09) – Thoughts on flow dynamics on DeFi options protocols.
(00:46:06) – Guests’ favorite DeFi options protocols.
(00:49:13) – Thoughts on convergence toward traditional markets.
(00:50:38) – Advice for builders in crypto.
(00:53:56) – Rapid fire questions.
(00:57:26) – Closing.
Social links:
Pat’s Twitter
Greg’s Linkedin
DeGenData Twitter
Genesis Volatility Twitter
Genesis Volatility Linktree
Resources:
Delphi Podcast Summaries
DeGenData Website
Genesis Volatility Website
Genesis Volatility Blog
More
📺 Watch Video Interviews
💬 Follow Delphi Podcast on Twitter
✅ Follow Delphi Digital on Twitter
🧠 Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can

11 snips
Nov 29, 2021 • 51min
LayerZero Labs: Building the Future of Cross-chain, LayerZero Protocol, and Solving the Bridging Trilemma with Stargate
Delphi Digital’s cross-chain experts, Avi Zurlo and Can Gurel sit down with co-founders, Bryan Pellegrino (CEO) and Ryan Zarick (CTO), of LayerZero Labs, a trustless omnichain interoperability protocol. They discuss building the future of cross-chain communication, solving the bridging trilemma, and Stargate, a cross-chain liquidity network.
Show Notes:
(00:00:00) – Introduction.
(00:00:47) – Guests’ take on the future of blockchains.
(00:03:25) – What is LayerZero?
(00:09:00) – Expected oracle-relayer combinations.
(00:12:51) – The architecture and efficiency of the ultra light node.
(00:15:06) – The opportunities for on-chain generic messaging.
(00:18:01) – Overview of Stargate.
(00:23:00) – The bridging trilemma.
(00:27:46) – Stargate’s user experience.
(00:33:57) – Instant guaranteed finality on Stargate.
(00:37:22) – Chains that Stargate will support.
(00:40:30) – LayerZero and Stargate tokens?
(00:45:23) – LayerZero’s biggest challenge.
(00:49:18) – How people can get involved with LayerZero.
(00:51:18) – Closing thoughts.
Social links:
Bryan’s Twitter
Ryan’s Twitter
LayerZero Labs Twitter
Stargate Twitter
Resources:
Delphi Podcast Summaries
LayerZero Website
LayerZero Blog
The Bridging Trilemma
More
Watch Our Video Interviews
Follow Delphi Podcast on Twitter
Follow Delphi Digital on Twitter
Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.

Nov 26, 2021 • 50min
PleasrDAO: Collecting Internet Culture, Acquiring the Wu Tang Clan Album, Snowden & Doge NFT, and Art DAO Operations
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with members of PleasrDAO Jamis (Chief Pleasing Officer), Andy (founder of Fractional), and gmoney (INFINFT Partner). PleasrDAO is a collective focused on acquiring culturally significant art pieces, creating value from the essence of the pieces and sharing them with the community. Topics discussed include the origins of PleasrDAO, war stories behind significant art pieces, challenges with operating an art DAO, and much more!
Show Notes:
(00:00:00) – Introduction.
(00:00:52) – Elevator pitch for PleasrDAO.
(00:03:01) – The origins of PleasrDAO.
(00:06:20) – Building out an art DAO.
(00:11:50) – Sole ownership vs. owning NFTs as a community.
(00:13:29) – PleasrDAO’s coordination process.
(00:15:35) – Deciding when to add or remove members.
(00:17:02) – The challenges as a DAO.
(00:20:46) – War stories behind collection pieces.
(00:25:18) – Deciding what to focus on as a DAO.
(00:30:05) – Planning to monetize assets.
(00:32:16) – The Wu Tang Clan Album.
(00:36:28) – The Edward Snowden NFT.
(00:39:57) – DAO Operations.
(00:41:51) – The future of PleasrDAO.
(00:45:50) – How far away is ideal DAO tooling?
Social links:
PleasrDAO Twitter
Jamis’ Twitter
Andy’s Twitter
Gmoney’s Twitter
Pplpleasr’s Twitter
The Doge NFT Twitter
Resources:
Delphi Podcast Summaries
PleasrDAO Website
PleasrDAO Gallery
PleasrDAO Blog
Wu Tang Clan Album Feature Article
More
Watch Our Video Interviews
Follow Delphi Podcast on Twitter
Follow Delphi Digital on Twitter
Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency pa

Nov 23, 2021 • 1h 12min
Jose & Yan discuss Delphi Labs, Incubating Mars/Astroport, & Token Economic Design
Head of Delphi Labs Jose Maria Macedo sits down with Managing Partner of Delphi Ventures Yan Liberman to discuss all things Delphi Labs. The two discuss the origin and goal of Delphi Labs, design considerations around Mars and Astroport token economics and lockdrop mechanisms, and much more!
Show Notes:
(00:00:00) – Introduction.
(00:02:21) – The genesis of Delphi Labs.
(00:04:10) – Working on Axie Infinity.
(00:05:30) – What is token economics?
(00:08:27) – Moving from consulting to building.
(00:09:50) – The Terra Luna story.
(00:20:03) – Mars as a generalized credit protocol.
(00:24:04) – $MARS token economics.
(00:29:14) – Mars’ dynamic interest rate model.
(00:31:49) – Overview of Astroport.
(00:32:40) – $ASTRO token design.
(00:41:02) – Astroport’s launch strategy.
(00:57:50) – Other incubator projects.
(01:00:34) – The goal of Delphi Labs.
(01:06:04) – Closing thoughts.
Social links:
Jose’s Twitter
Yan’s Twitter
Mars Twitter
Astroport Twitter
Resources:
Delphi Podcast Summaries
Mars Website
Mars Blog
Astroport Website
Astroport Blog
More
Watch Our Video Interviews
Follow Delphi Podcast on Twitter
Follow Delphi Digital on Twitter
Access Delphi's Research
Disclosures: 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 Digital 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. Delphi’s transparency page can be viewed here.