The Delphi Podcast

Delphi Podcast Host Tom Shaughnessy hosts a clubhouse of 13+ experts to discuss non-fungible tokens. The experts discuss their favorite NFTs, the difference between following NFT projects and individual creators, the benefits of NFTs over the traditional world of collectibles and much more. This podcast aired first on Clubhouse on March 1, 2021 and all speakers gave their consent to e recorded. Follow us on Clubhouse here. The full interview transcript is available below! Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. - Show Notes: (3:40) – (First Question) What is an NFT and Why are they so popular right now? (13:20) – Are NFTs in a bubble? (16:24) – Pros/Cons of buying NFTs. (20:06) – Thoughts on Crypto Brands becoming Tokenized. (26:29) – Favorite NFT projects. (36:29) – Tracking real world assets and NFTs. (44:41) – How to represent physical assets online / create a space for digital assets to be showcased. (46:09) – Following Individual Artists vs. Following Brands with NFTs. (48:52) – When will the real world see the benefits of NFTs. (51:49) – NFTs target communities. (54:00) – NFT Hot Takes. Music Attribution: Cosmos by From The Dust | https://soundcloud.com/ftdmusic Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/by/3.0/deed.en_US Resources: Tom's Twitter: https://twitter.com/Shaughnessy119 Delphi Podcast Twitter: https://twitter.com/PodcastDelphi 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Host Piers Kicks sits down for Episode 20 of Metaverse Musings with David and Dan, the Co-Founders ECOMI that created VEVE, a next-generation collectibles experience where users can own their favourite characters and IP as NFTs. The project has seen strong growth recently, with their mobile app trending in the app store and a very full content pipeline. The pair offer excellent insight into the world of licensed collectibles off the back of their extensive experience in the physical collectibles space.    Resources: Project Twitter: https://twitter.com/ecomi_ Piers’ Twitter: https://twitter.com/pierskicks  Delphi Podcast Twitter: https://twitter.com/PodcastDelphi   More Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h  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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast. Delphi’s transparency page can be viewed here. 

Host Piers Kicks sits down for Episode 19 of Metaverse Musings with Nicolas Julia, the Co-Founder & CEO of Sorare, a global fantasy football game where you trade and collect players as NFTs. The project has seen massive traction and rapid growth as appetite for these game assets has soared. Sorare has just announced their latest funding round of $50M led by Benchmark, with participation from famous players such as Pique, Schurlle, Ferdinand, and Griezman.     Resources: Guest’s Twitter: https://twitter.com/ni2las Piers' Twitter: https://twitter.com/pierskicks  Delphi Podcast Twitter: https://twitter.com/PodcastDelphi More Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h  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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast. Delphi’s transparency page can be viewed here. 

Podcast Show Notes: Host Piers Kicks sits down for Episode 18 of Metaverse Musings with Justin Banon, the founder of Boson Protocol. The protocol is a pioneer of the concept of “dCommerce”, which aims to recreate the entire ecommerce stack independent of any centralized intermediaries. For the first time, natively digital value can be transacted for real world goods and services in an entirely trustless manner. We cover everything from where blockchain could meet simulation theory, to how Boson will enable a “digital highstreet” where users can shop for physical goods without ever breaking immersion or having to trust those with which they transact.   Resources: Guest’s Twitter:  https://twitter.com/JBanon    Piers' Twitter: https://twitter.com/pierskicks  Delphi Podcast Twitter: https://twitter.com/PodcastDelphi More Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h  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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast. Delphi’s transparency page can be viewed here. 

Host Piers Kicks sits down for Episode 17 of Metaverse Musings with Breck Stodghill from the Zora team. They recently launched their new protocol that extends the ERC-721 standard allowing for markets to be embedded alongside NFTs themselves. The project has given rise to the concept of cryptomedia unlocking the next generation of creator empowerment. – Resources: Resources mentioned: https://nfttok.com/ , https://aurra.gallery/ , https://zora.fm/track/438 , https://zora.gallery/  Guests’ Twitter: https://cryptomedia.wtf/ Piers’ Twitter: https://twitter.com/pierskicks Delphi Podcast Twitter: https://twitter.com/PodcastDelphi More Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service. 

Delphi Digital analyst Jonathan Erlich hosts Julien Bouteloup, CEO of StakeDAO and Curve crew member, to discuss all things StakeDAO, Rekt, BlackPool and Curve. The conversation dives into StakeDAO’s vision to become the Disneyland of DeFi, Rekt’s upcoming V2, BlackPool DAO and Curve’s recently launched cross-asset swaps. Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. - Show Notes (1:21) – (First Question) Julien’s Background and what brought him to Crypto. (3:20) – Stake Capital’s elevator pitch. (7:54) – StakeDAO Overview. (11:11) – StakeDAO’s Team / Branding /Development. (15:38) – Thoughts on value accrual to the StakeDAO Token. (19:21) – StakeDAO Strategies. (27:47) – BlackPool DAO Overview. (32:25) – BlackPool Investment Strategy. (38:19) – Rekt Overview. (45:34) – Julien’s vision for Curve. (49:36) – Cross Asset Swaps Walkthrough. (1:00:17) – Where to find Julien Bouteloup and StakeDAO, Blackpool, Rekt and Curve. Music Attribution: Cosmos by From The Dust | https://soundcloud.com/ftdmusic Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/by/3.0/deed.en_US Resources: Julien’s Twitter: https://twitter.com/bneiluj  Stake Capital Site: https://www.stake.capital/  StakeDAO Site: https://stakedao.org/dashboard Rekt Site: https://www.rekt.news/   BlackPool Site: https://www.blackpool.finance/  Jonathan's Twitter: https://twitter.com/JonathanErlichL  Delphi Podcast Twitter: https://twitter.com/PodcastDelphi 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Host Jose Maria Macedo sits down with Maple Leaf Capital, an anonymous investor and analyst in the space who has quickly made a name for himself with some excellent reports on DeFi and sharp takes on crypto twitter. In our view, Maple Leaf has one of the most cogent, well-articulated theses for crypto as a whole and for DeFi and Web 3.0 specifically. In this wide-ranging conversation, we dive into that and his thoughts on investing in the space more generally, including Maple’s crypto and DeFi thesis, investment thesis, competitive moats, specific sector analysis, decentralised governance, and much more. Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. - Show Notes: (2:10) – Maple Leaf’s background and what brought him to crypto. (4:20) – Maple Leaf’s crypto thesis. (10:13) – The multi-dimensional costs of value transfer. (14:02) – Democratizing high-end financial services. (18:41) – Examples. (21:26) – Is DeFi simply a form of regulatory arbitrage? (22:51) – Three types of value nets and their interaction in the long/medium long term. (29:22) – 3 potential reasons why crypto could fail. (34:36) – Maple Leaf’s Investment Thesis. (40:30) – Competitive Advantages and Moats in Crypto. (46:40) – Valuing protocols. (48:35) – Views on Credit: Aave, COMP, Cream. (51:43) – Thoughts on decentralised governance. (58:59) – Thoughts on decentralised insurance. (01:02:41) – Views on Algorithmic Stablecoins. (01:04:36) – Contrarian bullish takes. (01:10:08) – Contrarian bearish takes.   Resources: Maple Leaf Capital’s Twitter: https://twitter.com/MapleLeafCap Maple Leaf Capital Report: https://drive.google.com/file/d/1eTuhqnIfY8DW_oy-GpKARy3hBDkHPKSB/view Jose’s Twitter: https://twitter.com/ZeMariaMacedo Delphi Podcast Twitter: https://twitter.com/PodcastDelphi 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.

Host Piers Kicks sits down for Episode 16 of Metaverse Musings with Roham Gharegozlou the Founder & CEO of Dapper Labs who built Crypto Kitties and NBA Top Shot. Most recently, they launched a new chain built entirely from the ground up after being dissatisfied with the scaling solutions available. Roham and his team are perhaps best positioned to comment on taking blockchain mainstream after not one, but two breakout successes with even more ambitious plans ahead of them. - Resources: Guests' Twitter: https://twitter.com/rohamg Piers' Twitter: https://twitter.com/pierskicks Delphi Podcast Twitter: https://twitter.com/PodcastDelphi More Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service. 

Delphi Podcast Host Tom Shaughnessy hosts Psykeeper, the founder of Saffron Finance. Psykeeper shared his incredible story as an anonymous founder and the benefits of being anon. He also dove into how Saffron tranches risk for users, tranche dynamics, token econ plans and use cases, what the future holds and so much more.  This was our first episode where a founder used a voice changer to protect his identity, and we are more than happy to host founders, known or anon, to share their stories. Saffron is a protocol for tokenizing on-chain assets, including contracts that otherwise impair access to utilized capital. Tokenized ownership of on-chain assets gives liquidity providers greater flexibility and uninterrupted access to their underlying collateral while enabling leveraged staking and bespoke risk management. Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. - Show Notes: (1:34) – Psykeeper’s background and how he founded Saffron Finance (SFI). (3:03) – Major benefits for Psy for being anonymous. (5:28) – Saffron’s elevator pitch. (6:52) – Differences between Saffron and other DeFi platforms / Tranches / Earnings. (9:47) – Saffron’s target market. (13:18) – Thoughts on Saffron rates. (15:43) – Saffron’s community. (17:00) – Thoughts on Saffron’s token long term. (20:21) – Concerns about the yields fall a lot once the SFI issuance falls. (22:50) – Thoughts on Saffron being used within another DeFi protocols. (23:54) – Saffron’s Team. (25:41) – How does the external community get involved? (28:25) – Learnings from Saffron’s token generation event. (31:04) – How does Psy plan to decentralize? (33:00) – Where to find Saffron Finance.   Music Attribution: Cosmos by From The Dust | https://soundcloud.com/ftdmusic Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/by/3.0/deed.en_US Resources: Psy’s Twitter: https://twitter.com/psykeeper Saffron Finance: https://twitter.com/saffronfinance Tom's Twitter: https://twitter.com/Shaughnessy119 Delphi Podcast Twitter: https://twitter.com/PodcastDelphi 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start

Co-hosts Jose Maria Macedo and Yan Liberman sit down with Azeem and Robert from Armor Finance. Armor Finance is a new project building a smart insurance aggregator for DeFi. Armor seeks to make DeFi safer by streamlining the insurance UX, providing a ‘Pay as you Go’ and ‘Only pay what you owe’ coverage for users across various protocols, starting with the majors but expanding coverage over time. We see them as the insurance “distribution” layer on top of the “underwriting” layer provided by NXM, similar to insurance brokers in the real world. Armor just launched their first products and yield farming initiatives this weekend and Yan and Jose take this opportunity to dig into what Armor is and their future plans. We hope you enjoy this conversation. Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. - Show Notes: (2:03) – Azeem and Robert’s background and what brought them to crypto. (3:24) – What is Armor? (7:08) – Armor UX: Next Products: (10:58) – 1. arNFT. (13:56) – 2. Smart Cover System. (16:41) – 3. Armor Vaults. (19:36) – Thoughts on Armor Vaults and LP shares becoming prime DeFi collateral and their incorporation into other protocols. (20:15) – How to think about Armor (22:10) – Integrating with Centralized Insurance Solutions. (22:57) – Armor Token value capture. (25:34) – Long term pricing power. (27:20) – Thoughts on the Cost of Customer Acquisition. (29:35) – Thoughts on Decentralized Insurance. (31:42) – Thoughts on underwriting risks. (32:47) – Custodial Coverage. (34:30) – Biggest risks to Armor’s Vision. (35:28) – Expectations for Armor’s primary users. (37:27) – Where to find Armor Finance.   Resources: Azeem’s Twitter: https://twitter.com/AzeemFi Robert’s Twitter: https://twitter.com/robertmcforster Armor’s Twitter: https://twitter.com/ArmorFi Armor website: https://armor.fi/ Jose’s Twitter: https://twitter.com/ZeMariaMacedo Yan's Twitter: https://twitter.com/YanLiberman Delphi Podcast Twitter: https://twitter.com/PodcastDelphi 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 may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.