The Delphi Podcast

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.

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gregg, Instigator and Genesis Team of SquiggleDAO, a DAO foundry for on-chain generative art. The two discuss the role of Squiggles within the community,  bootstrapping its treasury, incentivising DAO work, and much more! Show Notes:  (00:00:00) – Introduction. (00:00:17) – What is a Squiggle? (00:01:29) – How Gregg got into Squiggles. (00:02:52) – Introduction to SquiggleDAO. (00:05:18) – The effects of SquiggleDAO’s entry requirements on the community. (00:08:00) – The role of Squiggles within the DAO.  (00:10:35) – Current community projects. (00:13:07) – Gregg’s role within the DAO.  (00:16:26) – The SquiggleDAO treasury.  (00:19:12) – Why members were willing to part with valuable art pieces. (00:25:00) – The value of SquiggleDAO tokens.  (00:27:17) – Hunting for rare Squiggles. (00:28:43) – How SquiggleDAO operates. (00:33:40) – Are members’ worth in Squiggles a factor? (00:35:22) – Reputation vs. incentives as motivators. (00:38:12) – Using rare Squiggle fractions vs. floor Squiggles for DAO entry.  (00:39:47) – Expanding beyond Squiggles.  (00:43:08) – Success metrics for SquiggleDAO.   (00:45:30) – Closing thoughts. Social links:  Gregg’s Twitter SquiggleDAO Twitter Resources:  Delphi Podcast Summaries SquiggleDAO Website SquiggleDAO Blog SquiggleDAO Governance Our Interview with Erick, Creator of Squiggles  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.

The Delphi Podcast Guest Host and NFT/Gaming Analyst Jeremy Parris sits down with David Beiner (CEO) and Jay Stolar (Chief Artist Officer) of Hume, an upcoming virtual media studio creating “Virtual Artists” who perform, release content, and engage with the masses like any other artist. They discuss the paradigm shift for artists, how a virtual artist studio functions, the role of virtual artists in the future of entertainment, and much more!  Show Notes:  (00:00:00) – Introduction. (00:03:04) – David and Jay’s background. (00:12:55) – The changing mindset of artists. (00:15:52) – The paradigm shift for artists.  (00:20:47) – The future of entertainment. (00:25:45) – What is Hume?  (00:30:55) – Community interactions with virtual artists. (00:33:32) – The ontology of virtual artists. (00:35:39) – Further participation in the Hume collective. (00:41:42) – What David and Jay hope to achieve.  (00:46:30) – Closing thoughts. Social links:  David Beiner’s Linkedin Jay Stolar’s Twitter The Hume Collective Twitter Angelbaby’s Twitter Resources:  Delphi Podcast Summaries 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.

Guest Host and Head of Delphi Labs Jose Maria Macedo sits down with Sawit Trisirisatayawong, General Manager of Nebula Protocol, a community governed protocol that enables customized dynamic ETFs (clusters) and indices on Terra. The two discuss Nebula’s dynamic rebalancing design, the governance process for clusters, potential use-cases for cluster tokens, and much more!  Every Delphi Podcast is dropped first as an interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews first. Show Notes:  (00:00:00) – Introduction. (00:01:33) – Sawit’s background.  (00:06:29) – Choosing to build on Terra.  (00:10:38) – Choosing to build an index protocol. (00:18:28) – Overview of Nebula. (00:22:59) – Asset weight rebalancing explained.  (00:30:49) – Nebula’s rebalancing mechanism design.  (00:35:51) – The governance process around clusters on Nebula.  (00:43:46) – Setting the rebalancing parameters.  (00:45:43) – The step-by-step process of rebalancing. (00:50:32) – Cash flow streams for index creators.  (00:52:08) – The products launching on Nebula.  (00:57:37) – Bringing over assets from other chains.  (00:59:27) – Finding out users’ demand for specific assets.  (01:03:45) – Use cases for cluster tokens.  (01:07:53) – How to find out more about Nebula.  (01:08:57) – What Sawit is most excited about for Terra.  (01:11:20) – How Nebula ties into the real world.  (01:12:59) – Closing thoughts.  Social links:  Sawit’s Twitter Sawit’s Linkedin Nebula Twitter Nebula Telegram Resources:  Delphi Podcast Summaries Nebula Protocol Explainer Thread  Danxia Capital’s Thread on Nebula Protocol 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.

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jeff Dorman, Chief Investment Officer (CIO) of Arca, an asset management firm offering institutional-calibre products for sophisticated investors to gain exposure to digital assets. The two discuss Arca’s SushiSwap proposal, merging traditional finance and crypto, Jeff’s biggest lessons as a CIO, and much more. We would like to thank our sponsors for making this podcast possible. Kava: Kava connects the world's largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 projects who are everyday building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.  Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. Show Notes:  (00:00:00) – Introduction. (00:02:40) – Overview of Arca.  (00:04:30) – Jeff’s approach to time management. (00:06:27) – Making decisions as a CIO. (00:09:45) – Biggest learnings from transitioning into a CIO.  (00:11:21) – The investment process at Arca.  (00:15:27) – What young crypto professionals are lacking today.  (00:19:46) – Biggest learning from crypto in 2021. (00:22:30) – Filtering potential investments.  (00:24:58) – The SushiSwap deal. (00:36:45) – Jeff’s thoughts on activist investing. (00:38:18) – Selling vs. active participation.   (00:42:00) – Traditional finance and crypto.  (00:47:02) – Envisioning the merge of TradiFi and crypto. (00:55:43) – Jeff’s thoughts on regulations. (01:00:35) – Jeff’s best advice. Social links:  Jeff’s Twitter Jeff’s Linkedin Arca Twitter Resources:  The Delphi Podcast Summaries Arca Website Arca Blog Jeff’s SushiSwap Thread Our Previous Interview with Jeff More Watch Our Video Interviews Follow Delphi Podcast on Twitter

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy and Delphi’s Head of Research, Medio Demarco, are joined by Eli Ben-Sasson, and Uri Kolodny, Co-Founders of StarkWare, a suite of validity-based blockchain scaling and privacy solutions. Topics discussed include how StarkWare stacks up against other scaling solutions, achieving low transaction costs, developing a vibrant StarkNet dApp ecosystem, and much more. Show Notes:  (00:00:00) – Introduction. (00:02:44) – Guests’ backgrounds. (00:03:39) – Overview of StarkWare. (00:07:03) – Coding with Cairo on StarkWare.  (00:10:14) – Deploying game logic on top of Starknet. (00:11:48) – The low cost of transactions.  (00:16:34) – Implementation speed for integrating dApps.  (00:19:44) – How StarkWare compares to optimistic rollups.  (00:24:42) – Platforms building on top of StarkWare. (00:27:39) – What success for StarkWare looks like.  (00:28:52) – Data availability, sharding, and Validium. (00:33:08) – Transaction costs on Validium vs. ZK.  (00:36:19) – Addressing critiques of StarkWare.  (00:43:30) – Being ahead of schedule. (00:45:28) – Building a community without a token.  (00:46:34) – Game-changing applications on Starknet.  (00:50:07) – Attracting traditional gaming franchises.  (00:53:06) – Best advice from Eli and Uri. (00:57:44) – How to get involved with StarkWare. Social links:  Eli’s Twitter Eli’s Linkedin Uri’s Twitter Uri’s Linkedin StarkWare Twitter StarkNet Discord Resources:  Delphi Podcast Summaries StarkWare Website StarkWare Blog STARK @ Home StarkNet Website 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

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gregory Rocco and Wayne Chang, Co-founders of Spruce, an ecosystem of open source tools to enable user-controlled identity anywhere. In this episode, they discuss the importance of decentralized identities, how Sign-in With Ethereum works, the use-cases of cross-chain reputations, and much more. Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. Show Notes: (00:00:00) – Introduction. (00:02:39) – Guests’ backgrounds.  (00:04:55) – The identity problem.  (00:07:04) – The goal of Spruce.  (00:09:26) – The effects of identities on DAOs. (00:12:08) – Why NFTs are not sufficient forms of decentralized identities. (00:15:08) – The issues with centralized logins.  (00:19:16) – Overview of Sign-in With Ethereum.  (00:26:28) – The data management process of Sign-in With Ethereum. (00:27:56) – Target adopters for Sign-in With Ethereum.  (00:29:10) – Technical integration difficulties.  (00:31:04) – What ownership of your digital identity and data looks like. (00:36:40) – The portability of identities. (00:41:08) – The mechanics of cross-chain identities.  (00:46:20) – Poor identity standards. (00:48:23) – Reputation identities for DAOs and DeFi. (00:52:20) – Immutability of the data. (00:54:32) – How the data is stored with Kepler.  (00:58:54) – SpruceID’s moat.  (01:01:14) – Final thoughts on decentralized identities. (01:05:08) – How people can get involved with Spruce. Social links:  Rocco’s Twitter Rocco’s Linkedin Wayne’s Twitter Wayne’s Linkedin Spruce Twitter Spruce Discord Resources:  Spruce Website Spruce Github Sign-in With Ethereum and the Dangers of Big Login Thread on Single Sign-On More Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Access Delphi's Research Here: https://www.delphidigital.io/ 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

Jose Maria Macedo and Yan Liberman sit down with Vol and Sam, co-founders of Orion Money, a cross-chain stablecoin bank built on Terra. Discussed topics include Orion’s features and roadmap, $ORION tokenomics, achieving cross-chain trustless governance and much more! We would like to thank our sponsors for making this podcast possible. Kava: Kava connects the world's largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 projects who are everyday building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.  Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. Show Notes:  (00:00:00) – Introduction. (00:02:53) – Guests’ backgrounds.  (00:05:54) – The decision to build Orion Money.   (00:10:17) – An overview of Orion Money.  (00:14:03) – The roadmap of Orion’s features.  (00:16:11) – How Orion Saver works.  (00:17:32) – The traction on Orion Saver thus far.   (00:19:51) – Bringing Orion Money to other chains. (00:22:18) – How Orion Yield & Insurance works. (00:24:28) – How Orion Pay works. (00:25:44) – The role of $ORN token. (00:33:49) – How cross-chain governance is achieved for Orion Money. (00:37:46) – Goals for Orion Money. (00:41:43) – Details for Orion Money’s IDO.  (00:43:51) – The impact of crypto on e-commerce.  (00:45:55) – How people can get involved with Orion Money. Resources:  Vol’s Twitter Vol’s Linkedin Sam’s Twitter Orion Money Twitter Orion Money Website Terra Website More Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Access Delphi's Research Here: https://www.delphidigital.io/ 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 personall

Jose Maria Macedo sits down with Stanford Liu (Head of Research) and Joe Lim (Product Manager) of Terraform Labs, the team behind Mirror, a protocol that enables the trading of fungible assets, “synthetics,” that track the price of real-world assets. The trio discuss Mirror’s synthetics architecture, implementing concentrated liquidity for mAssets ("mirror" versions of real-world assets), notable upgrades in Mirror v2, and much more! We would like to thank our sponsors for making this podcast possible. Kava: Kava connects the world's largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 projects who are everyday building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.  Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. Show Notes: (00:00:00) – Introduction. (00:02:36) – Guests’ backgrounds.   (00:05:32) – A day in the life at Terraform Labs.  (00:07:24) – Introduction to Mirror. (00:09:06) – The long term vision for Mirror. (00:10:03) – The decision process behind Mirror’s synthetics architecture.  (00:12:32) – Biggest contributors to Mirror’s success. (00:13:53) – Users getting exposure to Mirror assets vs. yield farming.  (00:15:24) – Incentivising trading volume. (00:17:41) – Mirror v1 vs. Mirror v2.  (00:19:40) – Most exciting features of Mirror v2.  (00:24:33) – Using concentrated liquidity on Astroport. (00:26:53) – Strategies for inter-protocol composability. (00:29:45) – Regulation and decentralizing Mirror. (00:32:10) – Thoughts on scaling Terra.  (00:36:28) – Funding for scaling Cosmos. (00:38:10) – Most exciting upcoming projects. (00:40:43) – Removing Terraform Labs from the equation. (00:42:18) – How to participate in the Mirror community. Resources: Stanford’s Linkedin Joe's Twitter Mirror Twitter  Mirror Website Terra Website More Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Access Delphi's Research Here:

Jose Maria Macedo sits down with Matthew J Cantieri, General Manager of Anchor Protocol, a money market on the Terra blockchain that offers an attractive stable yield for depositors. The two discuss Anchor’s yield mechanisms and sustainability, bringing Anchor to traditional finance, the impacts of the Columbus-5 upgrade and much more! We would like to thank our sponsors for making this podcast possible. Kava: Kava connects the world's largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 projects who are everyday building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.  Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. Show Notes: (00:00:00) – Introduction. (00:02:41) – Matt’s background.  (00:04:46) – The Ethereum Labs at Microsoft.  (00:08:15) – Why Matt decided to go full-time crypto.  (00:11:45) – The early days of Terra.  (00:15:20) – Introduction to Anchor.  (00:21:48) – Anchor’s strategy for targeting the markets.  (00:27:38) – The infrastructure needed to make Anchor compelling to traditional finance.  (00:34:00) – Matt’s thoughts on building from the bottom-up.  (00:40:24) – Most exciting applications build on top of Anchor. (00:43:00) – The sustainability of the 20% savings rate. (00:48:53) – The approach to increasing borrowers. (00:53:21) – What the Col-5 upgrade means for the Terra ecosystem. (00:56:56) – Anchor’s role in the future of finance. (00:59:36) – Matt’s experience of working in crypto. (01:03:08) – How people can get involved with Anchor. Resources: Matt’s Twitter Anchor Twitter Anchor Website Terra Twitter Terra Website More Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Access Delphi's Research Here: https://www.delphidigital.io/ 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 a