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The Delphi Podcast

Latest episodes

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Mar 30, 2024 • 1h 16min

Nous Research: Crypto x AI Masterclass, 30 Million Model Downloads, Bittensor Subnets and Launching a Matrix Style World Simulator

Jeff, Co-founder of Nous Research, discusses open-source models and BitTensor subnets to rank models. They explore synthetic data generation, AGI inevitability, crypto-AI intersection, verification challenges, and their mission in the crypto AI space.
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Mar 13, 2024 • 46min

ETH Denver Crypto x AI Panel: Casey Caruso, Colin Gagich and Vassilis Tziokas

A lively conversation at ETH Denver explores the intersection of crypto and AI, emphasizing the importance of decentralization and open-source projects like AGI Guild and Morpheus. The discussion covers the potential of Web3 technology to drive innovation in AI models and the challenges of decentralized data verification in DeFi protocols. Topics include the impact of MyShell.ai chatbots, the concept of zero party data, and the future trends in decentralized AI and compute integration.
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Mar 8, 2024 • 1h 14min

Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI

The podcast discusses MyShell.ai, a platform for creating AI experiences, focusing on consumer-facing applications and enhancing daily life. They explore AI evolution, future AI companions, and the role of incentives in the ecosystem. The conversation also covers competition in the AI crypto space, anticipating user needs with AI, and navigating the intersection of AI, crypto, and regulation. Lastly, they touch on blockchain deployment, empowering creators, and integrating AI into crypto projects.
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Mar 1, 2024 • 41min

Orkun Kilic: Technical Dive Into Citrea, Bitcoin's First Zk-Rollup

In this podcast, we dive deep into the world of Bitcoin scalability solutions with Orkun Kilic, the co-founder and CEO of Chainway Labs, the company behind Citrea - Bitcoin's first zero-knowledge (ZK) rollup. Orkun provides a detailed background on the journey that led to the creation of Citrea, explaining how recent upgrades to Bitcoin's protocol like SegWit, Taproot, and the Ordinals protocol paved the way for new possibilities by enabling arbitrary data storage on the blockchain. This opened up a design space for building scalable layer 2 solutions on top of Bitcoin. The core innovation behind Citrea is the use of ZK proofs and the groundbreaking BitVM (Bitcoin Virtual Machine) primitive to create a trust-minimized bridge between Bitcoin's base layer and the Citrea rollup. Orkun goes into the technical depths of how BitVM works, allowing off-chain virtual machine computations to be proven valid on Bitcoin's blockchain through an interactive fraud proof verification game. Citrea's EVM compatibility and the plan to attract developers by tapping into Bitcoin's trillion-dollar liquidity are covered in-depth. Orkun envisions Citrea becoming a "programmable liquidity layer" enabling DeFi protocols, stablecoins, and innovative decentralized applications while inheriting Bitcoin's security and decentralization. With its comprehensive technical insights and forward-looking perspectives, this episode is for anyone interested in the future of programmable money on Bitcoin. Key Links Citrea: https://citrea.xyz Socials Orkun’s Twitter Can's Twitter Tommy’s Twitter Follow Delphi Digital Website: ⁠⁠https://members.delphidigital.io/home⁠⁠ Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠ Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠ Disclosures 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 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. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠. Keywords Bitcoin, Citrea, ZK Rollup, Scalability, BitVM, Optimistic Bridge, BTC, Programmable Liquidity, Developer Ecosystem, DeFi, Stablecoins, Decentralized Applications, Turing-Complete, Trust-Minimized, Ordinals, Taproot, SegWit, Data Compression, State Diffs, Throughput, Adoption, Ethereum, Layer 2 (L2), Chainway,
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Feb 20, 2024 • 1h 22min

Keith Singery: A Conversation with an Extremely Knowledgeable Bittensor Validator

A discussion with Keith Singery, a Bittensor validator, on democratizing AI and countering tech giants. Topics include decentralized AI, potential for AGI emergence, crypto incentives in AI, challenges of monetizing Bittensor, and the future of decentralized intelligence.
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Feb 13, 2024 • 54min

Keone Hon of Monad: 10,000 TPS & Full EVM Equivalence - A New Era for Ethereum Apps

Keone Hon, Founder of Monad, discusses Monad's key technical innovations for high-performance Ethereum-compatible blockchain. Topics include MonadBFT consensus, parallel execution, custom database, achieving 10,000+ TPS, low transaction costs, full EVM equivalence, and attracting developers.
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Feb 2, 2024 • 1h 19min

Simon Harman: Chainflip's Cross-Chain Swaps Enable Crypto's On-Chain Future

Simon Harman, founder of Chainflip, discusses the future of trading in crypto, including decentralized exchanges, liquidity architecture, and sustainability. He also shares insights on cross-chain interoperability and the advantages of application-specific blockchains. The podcast covers topics such as on-chain trading, value capture, wallet agnosticism, AI in trading, risks in Chainflip, and founder advice.
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Jan 23, 2024 • 1h 45min

Logan Jastremski: Solana vs Celestia's Endgame and The High Throughput Blockchain Thesis (In Person Episode)

Logan Jastremski, Co-founder of Frictionless Capital, discusses scaling solutions for high throughput blockchains with Tommy. They explore Solana vs Celestia, Layer 2 rollups, downtime vs reorgs, and where the infrastructure is heading. This podcast delves into the future of high throughput blockchains.
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Jan 18, 2024 • 43min

Ethena Labs: Fully Collateralized Stable Coin That Can Deliver Double Digit Organic Crypto Native Yield

Guy Young joins Delphi Ventures' Yan Liberman to discuss Ethena’s novel approach to creating a stablecoin that is censorship-resistant, scalable, and yield-generating. We explore how Ethena achieves these goals through a crypto-native stablecoin called USDE that generates yield by collateralizing staked ETH and shorting ETH futures. The conversation provides unique insight into the mechanics and incentives underlying USDE's design. We also discuss second-order implications of the product capturing significant market share in the future and explore pathways for further decentralization over time. The episode sheds light on an innovative stablecoin built to be resilient across market cycles. It serves as a fascinating case study on the delicate balance between pragmatism and principles in crypto design. We also touch on future opportunities to integrate USDE's outsized yields into DeFi protocols in synergistic ways as adoption grows. Key Links Ethena Labs: https://www.ethena.fi Socials Guy’s Twitter Ethena Labs’s Twitter Yan’s Twitter Follow Delphi Digital Website: ⁠⁠https://members.delphidigital.io/home⁠⁠ Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠ Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠ Disclosures 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 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. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠. DV is an investor in Ethena. Keywords stablecoin, yield farming, ethereum staking, futures basis trading, dual asset collateralization, decentralized finance (DeFi), total value locked (TVL), market resilience, open interest, cryptocurrency adoption, tokenomics, crypto derivatives, lending protocols, money markets, fixed income, decentralized governance, stablecoin regulations, tether, market share, proof of stake economics, staked cryptoassets, USDE, ethena, ethena labs, USDC,
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Jan 15, 2024 • 53min

Nick Emmons: Crypto x AI Will Change The Fabric of Society and DeFi Powered AI Is the First Step

Nick Emmons, CEO of Upshot, discusses decentralizing AI models, architecting coordination mechanisms, reimagining the crypto-AI stack, protecting model IP while enabling collective intelligence, whether crypto startups can compete with Big Tech, and predictions on AGI timelines and decentralization's impact on access.

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