The Delphi Podcast

The Delphi Podcast
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Jan 25, 2021 • 37min

SuperRare: The Next Generation Of Digital Art — Metaverse Musings Ep 14

Host Piers Kicks sits down for Episode 14 of Metaverse Musings with John the Founder and CEO of SuperRare. His project is one of the earliest crypto art platforms built on Ethereum, and leads the sector by on-chain volume. We talk through the unique considerations when building a crypto art platform, how to humanise the experience, how he thinks over $200M of art will be sold this year, and how intuitive content-oriented crypto such as NFTs could be the consumer-facing onboarding funnel the industry needs. Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first. - Resources: Guests' Twitter: https://twitter.com/SuperRareJohn 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. 
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Jan 21, 2021 • 38min

Teddy and Jeff: Notional Finance Enables Fixed Rate, Fixed Term Lending and Borrowing on Ethereum

Chain Reaction Host Tom Shaughnessy  hosts Teddy Woodward and Jeff Wu of Notional Finance.   Notional is a protocol on Ethereum that facilitates fixed rate, fixed-term lending and borrowing of crypto-assets via a novel financial primitive called fCash. Fixed rate financing touches all corners of the modern financial markets. The majority of US debt is issued at fixed interest rates because they provide certainty and minimize risk for market participants. Notional brings this capability to the decentralized financial system on Ethereum and gives crypto users that same access to stable financing. The full interview transcript is available below the video! 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: (1:17) – (First Question) - Teddy’s Background. (3:11) – Jeff’s Background. (6:02) – Notional Finance Elevator Pitch. (8:33) – Key Differences between Notional Finance and other competitors. (11:50) – Rates / Collateralization Walkthrough. (14:42) – Thoughts about liquidity Fragmentation. (16:23) – The Collateralization Framework. (18:01) – Insights about DEV / Smart Contracts. (22:55) – How Notional affects DeFi. (26:34) – Will Notional attract Traditional Investors. (28:24) – What’s on the roadmap for Notional Finance. (29:56) – Notional vs. Compound? (33:09) – Notional Finance Team. (34:00) – Does Notional need a Community. (36:10) – How does the model work (to earn money). (36:49) – Where to find Notional 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: Teddy’s Twitter: https://twitter.com/teddywoodward Jeff’s Twitter: https://twitter.com/wuprotocol Notional Finance: https://notional.finance 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 transparenc
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4 snips
Jan 19, 2021 • 53min

Algorithmic Stablecoins Series: Joey Santoro Covering FEI Protocol

Chain Reaction Hosts Tom Shaughnessy  and Medio Demarco host Joey Santoro, the founder and architect of FEI protocol. This is the third episode in our algorithmic stablecoin series. Joey talks through the creation of FEI, direct incentives for reducing and increasing supply, protocol controlled value, direct incentives, and much more.  Our other episodes in this series Empty Set Dollar FRAX Finance 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: (1:19) – (First Question) - Joey’s Background and what brought him to Crypto. (2:16) – Main Issues with Decentralized Stablecoins. (5:31) – FEI Elevator Pitch. (8:37) – Differences on Seniorage collateralized model / FEI. (10:50) – What happens when FEI goes sub $1. (17:37) – FEI Reweight Steps / Liquidity Benefits. (20:17) – FEI vs. FRAX. (23:35) – The Tribe governance token. (29:01) – How Tribe be released to the world. (33:08) – FEI, building confidence and expectations. (35:24) – Thoughts about FEI’s ability to scale supply fast but also maintain a very close price to it's peg. (39:41) – FEI Biggest Risks. (44:47) – How much could FEI police the Direct Incentive. (47:06) – Thoughts about the possible impacts of other stablecoin communities enhancing projects. (49:58) – Benefits of not being an anonymous founder. (52:07) – Where to find Joey Santoro / FEI.   The full interview transcript is available here.  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: Do’s Twitter: https://twitter.com/d0h0k1 Terra Site: https://terra.money/ Mirror Site: https://mirror.finance/ Anchor Site: https://anchorprotocol.com/ 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
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16 snips
Jan 15, 2021 • 1h 1min

Taking Crypto Mainstream: Do Kwon Covering Terra, Mirror and Anchor

Delphi Digital analyst Jonathan Erlich hosts Do Kwon, Co-Founder and CEO of Terraform Labs, to discuss all things Terra. The conversation dives into Terra’s vision and impressive 2020, as well as into Chai and some exciting recent developments such as Mirror and Anchor. The full interview transcript is available here!  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: (1:30) – (First Question) - Do Kwon’s Background and what brought him to Crypto. (3:18) – How Do Kwon defines Terra? (6:41) – Terra´s Stablecoins Walkthrough. (9:01) – Peg Stability. (11:06) – Thoughts about Chai / Chai´s Success. (16:01) – UX from the Merchant Perspective. (18:53) – How Terra benefits from Chai? (23:01) – 3 Announcements around Chai. (31:13) – Smart Contracts for Terra. (37:50) – Mirror’s Competitive Advantages. (40:34) – Thoughts about Value accrual in Mirror. (43:47) – Mirror Regulation. (46:33) – Mirror’s Sustainability / The liquidity mining campaign ends, What’s Next? (50:45) – Anchor: A new Savings and Lending Protocol. (56:48) – Thoughts about Anchor’s development. (57:28) – What can we expect from Terra for 2021?   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: Do’s Twitter: https://twitter.com/d0h0k1 Terra Site: https://terra.money/ Mirror Site: https://mirror.finance/ Anchor Site: https://anchorprotocol.com/ 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.  
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Jan 14, 2021 • 1h 24min

Aave: The Road to a Crypto-Powered Neobank

Chain Reaction Host Jose Maria Macedo sits down with Stani Kulechov - Founder & CEO of Aave. Aave is one of the leading DeFi protocols with nearly $3B in TVL and $4B in loans originated. Originally known as ETHLend, Aave launched its ICO in 2017 and unlike most, built through a brutal multi-year bear market that saw its price drop >90%. The team’s persistence was rewarded with a truly epic 2020 as TVL grew 1000x (from $300K to $3B) and market cap grow ~150x (from $10M to $1.5B). Most importantly, the team has continued to innovate at breakneck space, pioneering features such as flash loans, delegated credit lines, collateral swaps and entirely new governance structures. In this conversation, we skip over much of the now well-covered Aave back story and focus on covering new ground. We discuss things like: What makes a good protocol founder & CEO,   What Stani looks for as an angel investor,  How Stani sees the competitive landscape, Aave’s e-money license and plans to become a neobank, Aave’s biggest mistakes in 2020 and focuses for 2021, ...and much more Show Notes: (3:35) – Stani’s background and what brought him to crypto (9:45) – Angel investing: What does Stani look for in projects & founders? (13:57) – Learnings from being a Protocol CEO (19:31) – Biggest mistakes and learnings from 2020 (23:47) – Aave’s e-money license and what it will enable (28:39) – Aave’s Protocol and Application Layers (31:43) – Aave’s Application Layer as a DeFi Aggregator (33:16) – Application value capture (38:14) – The potential of the Safety Module as an Insurance Product. (40:47) – Delegated Credit and unlocking yield aggregation (52:24) – Competitive moats in DeFi (58:42) – Thoughts on Compound Chain (01:01:13) – Thoughts on Algorithmic Stablecoins (01:03:34) – Thoughts on CREAM, the Yearn conglomerate and “Protocol M&A”? (01:08:39) – Aave’s new Governance Standard (01:15:14) – How does Stani see the future of Protocol Politicians? (01:20:14) – Stani´s Expectations / Strategic Focuses for 2021. Resources: Stani’s Twitter: https://twitter.com/StaniKulechov Aave’s Twitter: https://twitter.com/AaveAave Aave website: https://aave.com/ 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,
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Jan 13, 2021 • 50min

Nonfungible: Data In The Time of NFTs — Metaverse Musings Ep 13

Host Piers Kicks sits down for Episode 13 of Metaverse Musings with Dan and Gauthier, the founders of Nonfungible. Their company provides data tools for the emerging NFT landscape, and each year they author a comprehensive industry report. The pair suggest that their upcoming report is the most in-depth and broad to date, with a number of exciting takeaways... Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Join today to get our interviews, first. - Resources: Guests' Twitter: https://twitter.com/dafky2000, https://twitter.com/Gauthier_Z  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. 
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Jan 5, 2021 • 56min

Algorithmic Stablecoins Series: Sam Kazemian of Frax Finance

Chain Reaction Host Tom Shaughnessy hosts Sam Kazemian, the Founder of Frax Finance to discuss the project. This is the second in a series of podcasts on Algorithmic stablecoins. The trio discuss Frax’s creation, technicals around expansion/contraction of supply, competition, risks and much more including why Frax could be the most stable vs its competitors. 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. Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co/btcmedia - Show Notes (2:02) – (First Question) - Sam Kazemian's Background. (4:37) – Frax Finance Elevator Pitch. (10:39) – What is being used as Collateral in Frax. (15:50) – Frax Stablecoin vs FXS governance token. (18:23) – Relation between USDC and FXS / Insights about the process. (21:11) – Insights about the Value Capture. (23:34) – The growth process. (25:33) – Where is the Collateral pool kept. (28:48) – What happens when the price of FRAX goes sub $1. (33:18) – How do people earn more of the Governance Token / Rewards Walkthrough. (36:11) – How APY could offset Impermanent Loss. (38:21) – How the Supply of FXS could get absorbed. (39:27) – How many people are Time Locking their Stake. (42:04) – Once you use all the Yield Farming Rewards, What's next. (47:42) – The Dichotomy between ESD and Frax. (54:35) – Where to find Sam Kazemian. 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: Sam’s Twitter: https://twitter.com/samkazemian Frax’s Website: https://frax.finance/ 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.
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Dec 31, 2020 • 51min

Algorithmic Stablecoins Series: Dan Elitzer and Lewis Freiberg Covering Empty Set Dollar

Chain Reaction Host Tom Shaughnessy hosts Dan Elitzer: Co-Founder of Nascent and previously of IDEOVC and Lewis Freiberg, an Independent Developer to discuss Empty Set Dollar. This is the first in a series of podcasts on Algorithmic stablecoins. The trio discuss ESD’s creation, technicals around expansion/contraction of supply, competition, risks 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. Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co/btcmedia - Show Notes (2:08) – (First Question) - Dan Elitzer and Lewis Freiberg Background. (3:35) – Empty Set Dollar (ESD) Elevator Pitch. (4:31) – Why ESD was so high above the PEG. (8:22) – Collateralized and Centralized Stablecoins main Issues. (10:23) – ESD’s role in DEFI apps. (12:47) – How ESD expands supply. (18:44) – Will ESD will get to a point where people will be debating every week on what the supply should be expanded? (20:40) – Incentive to get ESD above $1. (28:31) – Insights about Supply Lockups. (31:41) – Is there a point where the majority of the Supply will be circulating. (33:57) – Differences on speculators wanting to get involved / Issuance Risks. (36:53) – Debt computed under $1 Walkthrough. (39:01) – Insights about ESD as a Long Term Investor. (43:28) – Why is ESD better than other Stablecoins. (46:56) – Thoughts about Development Teams. (49:17) – Where to find Dan and Lewis.   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: Dan’s Twitter: https://twitter.com/delitzer Lewis’ Twitter: https://twitter.com/LewisFreiberg ESD Tools: https://esd.tools/ ESD Site: https://app.emptyset.finance/#/ 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 purp
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Dec 22, 2020 • 33min

Brian Flynn: Rabbithole Is Pioneering On-Chain Data and Social Identities 🐰🕳️

Chain Reaction Host Tom Shaughnessy hosts Brian Flynn, the founder of Rabbithole. RabbitHole is pioneering the future of on-chain work, giving users opportunities to earn tokens based on their on-chain data. Its’s an incredible platform to educate the world on crypto and help projects target future contributors 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. Thank you to our sponsor LVL, which is launching the first free Bitcoin exchange in North America. Users buy and sell Bitcoin with no trading fees or hidden spreads. Visit them at lvl.co/btcmedia - Show Notes (2:22)      –  (First Question) - Rabbithole Elevator Pitch. (3:25)      –  Brian Flynn's Background. (6:15)      –  Stakeholders - Users. (7:45)      –  Stakeholders - Entire Network. (9:41)      –  How granular can Teams get without Rabbithole. (11:06)    –  How do you scale the curation mechanism? (13:58)    –  XP points Walkthrough. (16:53)    –  How granular can Rabbithole get on the lessons for XP points. (20:11)    –  Rabbithole from a Business Perspective. (20:56)    –  Web3 Social Networks. (25:30)    –  Could reputation amassed through Rabbithole be used to dig into anonymous Founders. (30:40)    –  Rabbithole Scaling Factors. (31:49)    –  Where to find Rabbithole. Resources: Guest’s Twitter:  https://twitter.com/Flynnjamm Guest’s Website: https://rabbithole.gg/faq 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.
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Dec 22, 2020 • 52min

Devin Finzer: What Lurks Beneath The OpenSea — Metaverse Musings Ep 12

Host Piers Kicks sits down for Episode 12 of Metaverse Musings with Devin Finzer, the CEO of OpenSea and author of their “Non-fungible Token Bible”. His company provides foundational infrastructure to the NFT ecosystem, and it’s safe to say that they’ve entrenched themselves as a core part of the space for the foreseeable future. Devin provides insight into their philosophy as a business and how he sees NFT evolving into an integral part of the future web.   Resources: Guest’s Twitter:  https://twitter.com/dfinzer  Devin’s NFT Bible: https://opensea.io/blog/guides/non-fungible-tokens/ 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.

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