Explore every episode of the podcast The Delphi Podcast

Join Tom Shaughnessy from Delphi Digital and Ejazz from 26 Crypto Capital as they host Shaw, founder of Eliza Labs and AI16Z, for an in-depth discussion on the evolution of AI agents and frameworks. The conversation explores Shaw's remarkable journey, the development of the Eliza framework, and his vision for decentralized AGI. The discussion covers crucial topics from agent development and tokenomics to the future of blockchain-based AI platforms.

🎯 Key Highlights

▶ Inside story of Eliza Labs' creation and AI16Z's rapid growth

▶ Deep dive into the technical aspects of the Eliza framework

▶ Analysis of agent platforms and the shift from "slop bots" to utility

▶ Discussion of tokenomics and value capture mechanisms

▶ Exploration of cross-chain development and blockchain selection

▶ Vision for open source AGI and the future of AI agents

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Shaw's Twitter: @shawmakesmagic

▶ Tom's Twitter: @Shaughnessy119

▶ Ejazz's Twitter: @cryptopunk7213

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Backgrounds

01:29 - Shaw's Journey and Origins

04:06 - Asian Developer Community Updates

07:48 - AI16Z and Agent Development

11:17 - DeFi Integration and Use Cases

17:17 - Trading Bots and Market Intelligence

22:51 - Framework Differentiation and Value

27:06 - Technical Infrastructure Discussion

35:00 - Token Economics and Platform Strategy

47:00 - Open Source Development

54:39 - Future of AI Agents

01:08:29 - Chain Selection Discussion

01:14:57 - Agent Verification and Trust

Disclaimer

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.

Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks.

🎯 Key Highlights

▶ Analysis of AI scaling laws and the future of model training

▶ Deep dive into agent platforms and token frameworks

▶ Examination of WorldCoin's identity solution and market opportunity

▶ Overview of decentralized training developments

▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure

▶ Analysis of Double Zero's dark fiber solution for blockchain networks

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ PD's Twitter: @ponderingdurian

▶ Michael's Twitter: @mrink0

▶ Robbie's Twitter: @robbiepetersen_

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Overview

02:00 - AI Macro Landscape

08:00 - Nation State AI Competition

13:00 - Agent Platforms Discussion

19:00 - Worldcoin Bull Case

26:00 - Decentralized Training Evolution

36:00 - DePIN Overview

42:00 - Mobile Wireless Infrastructure

47:00 - Fixed Bandwidth Discussion

54:00 - Double Zero and Dark Fiber

01:00:00 - Future of Blockchain Networks

01:04:00 - Closing Thoughts

Disclaimer

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.

Join Ceteris and the Delphi Research DeFi team for an in-depth analysis of decentralized finance trends heading into 2025. The discussion explores the evolution of consumer DeFi applications, examining innovative spending solutions, stablecoin developments, and emerging wallet infrastructure. The team unpacks major shifts in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem.

🎯 Key Highlights

▶ Analysis of consumer DeFi adoption through crypto spending cards and real-world integration

▶ Deep dive into revenue-sharing stablecoin models and the evolving stablecoin landscape

▶ Examination of next-generation DEX designs including Uniswap v4 hooks and Sorella

▶ Overview of ZKTLS technology and its implications for under-collateralized lending

▶ Discussion of the "fat wallet" thesis and front-end value capture in DeFi

▶ Analysis of emerging business models and value accrual in DeFi infrastructure

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ Jordan's Twitter: @yeak__

▶ Neel's Twitter: @DaftaryNeel

▶ Robbie's Twitter: @robbiepetersen_

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Overview

02:08 - Consumer DeFi Discussion

07:14 - Crypto Cards and Payment Solutions

10:49 - Stablecoin Evolution and Models

17:13 - Revenue Sharing in Stablecoins

20:48 - DEX Innovation and Design

29:37 - Fluid DEX and LP Innovations

40:37 - ZKTLS Technology Overview

46:35 - Front-end Value Capture

56:23 - Wallet Infrastructure Discussion

01:00:38 - Future of DeFi Discussion

Disclaimer

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.

Join Ceteris and the Delphi Research infrastructure team for an extensive analysis of blockchain architecture trends heading into 2025. The discussion delves into the evolution of high-throughput chains, examining Solana's influence on performance-focused architectures and the emergence of competitors like Sui and Monad. The team explores key developments across major ecosystems, from Ethereum's scaling efforts and BeamChain proposal to Bitcoin's ZK innovations and Solana's state compression initiatives.

🎯 Key Highlights

▶ Analysis of high-throughput blockchain architectures and the growing focus on performant shared state machines

▶ Deep dive into Ethereum's technical roadmap, including BeamChain, native rollups, and L1 scaling discussions

▶ Examination of Move VM adoption and its advantages over traditional EVM architecture

▶ Overview of ZK technology integration across Bitcoin, Ethereum, and Solana ecosystems

▶ Discussion of emerging privacy solutions including FHE and confidential transactions

▶ Analysis of proof markets and their potential impact on blockchain scalability

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ Facundo's Twitter: @quienesfacundo

▶ Prasad's Twitter: @mahadikprasad15

▶ Muhammad's Twitter: @yusufxzy

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Infrastructure Overview

03:20 - High Throughput Chains Discussion

05:32 - Virtual Machines and Move Analysis

07:10 - SUI Move Deep Dive

13:01 - L2 Wars and Ecosystem Consolidation

14:31 - Ethereum Development Roadmap

20:54 - ZK Technology Overview

29:37 - Bitcoin ZK Integration

35:08 - Solana ZK Implementation

46:35 - FHE and Privacy Solutions

51:03 - Closing Thoughts

Disclaimer

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.

Join Piers Kicks as he sits down with Neill Blomkamp, acclaimed filmmaker and co-founder of Gunzilla Games, to discuss his groundbreaking work on Off The Grid (OTG)—a visionary AAA Battle Royale game. In this captivating conversation, Neill shares insights into his transition from Hollywood to gaming, the creative process behind OTG’s cyberpunk universe, and how his cinematic storytelling expertise shapes immersive game design. The discussion also explores the challenges of blending film-like narratives into games, the technological innovation driving OTG, and the future of transmedia storytelling.

🎯 Key Highlights

▸ Neill's journey from directing films like District 9 to co-founding Gunzilla Games

▸ The creative vision and dystopian tone of Off The Grid’s cyberpunk world

▸ How photogrammetry, live-action cutscenes, and motion capture are used in OTG

▸ Challenges in merging narrative depth with Battle Royale gameplay mechanics

▸ Transmedia storytelling and the synergy between gaming and cinema

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers' Twitter: @pierskicks

▸ Neill's Twitter: @NeillBlomkamp

▸ Gunzilla Twitter: @playoffthegrid

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 – Introduction and Neill’s background

03:12 – Transition from filmmaking to game development

07:25 – The vision behind Off The Grid

14:03 – Blending film-like narratives into gaming

20:47 – Technical innovation: Photogrammetry and motion capture

27:15 – Challenges in creating transmedia storytelling

34:29 – The future of gaming and narrative-driven experiences

41:58 – Closing thoughts

Disclaimer

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.

Join Piers Kicks as he sits down with Vlad Korolev, founder and CEO of Gunzilla Games, to discuss their groundbreaking Battle Royale title "Off The Grid." In this fascinating conversation, Vlad shares the journey from his early days in FinTech to creating one of gaming's most ambitious projects, backed by legendary filmmaker Neill Blomkamp. The discussion covers everything from the game's unique cyber-limb mechanics and console launch success to their innovative approach to blockchain integration and community-driven economics. With insights into AAA game development, creative direction, and user retention strategies, this episode provides a compelling look at the future of gaming and what it takes to build a potential industry titan.

🎯 Key Highlights

▸ The origin story of Gunzilla Games and Off The Grid's development

▸ Collaboration with Neill Blomkamp and the creative vision behind the game

▸ First successful console launch of a Web3-integrated game

▸ Innovative approach to community-driven economics and transparency

▸ Deep dive into user retention strategies and future growth plans

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers' Twitter: @pierskicks

▸ Vlad's Twitter: @vladk133

▸ Off The Grid Twitter: @playoffthegrid

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Vlad's Background

05:36 - Off The Grid Overview and Launch Success

11:39 - Battle Royale Genre and Game Design Philosophy

19:54 - Creative Direction with Neill Blomkamp

32:25 - Console Integration and Blockchain Strategy

42:57 - Marketing Strategy and All Stars Event

51:03 - Development Journey and Fundraising

56:50 - Future Vision and Growth Strategy

01:06:36 - Closing Thoughts and Personal Influences

Disclaimer

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.

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025.

🎯 Key Highlights

▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts

▸ Deep dive into stablecoin growth and institutional adoption trends

▸ Examination of L1 competition and relative value between BTC, ETH, and SOL

▸ Discussion of regulatory landscape changes and implications for crypto markets

▸ 2025 price predictions and major catalysts ahead

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Ceteris' Twitter: @ceterispar1bus

▸ Kevin's Twitter: @kevin_kelly_ii

▸ Jason's Twitter: @3xliquidated

▸ Michael's Twitter: @mrink0

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and 2024 Overview

03:27 - ETF Impact and Market Trends

08:13 - ETH Breaking 4k and Market Dynamics

22:26 - Stablecoin Growth and Credit Markets

34:08 - Regulatory Environment Discussion

42:14 - Solana vs Ethereum Analysis

56:51 - 2025 Price Predictions

01:02:00 - Network Value Debate

Disclaimer

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.

Join Piers Kicks and the Delphi Research team for an in-depth analysis of Web3 gaming's trajectory and what lies ahead in 2025. In this comprehensive discussion, the team unpacks the major developments of 2023-2024, from Off The Grid's groundbreaking console launch to the rise of mobile gaming successes like FableBorn. The conversation explores crucial market dynamics, including funding trends, ecosystem developments, and the evolving relationship between gaming projects and exchanges. The panel dives into the emergence of new distribution models, the impact of AI on gaming, and the potential of user-generated content (UGC) in Web3. With insights from multiple experts, this episode provides a balanced view of both the challenges and opportunities ahead, offering valuable perspective for anyone interested in the intersection of blockchain technology and gaming.

🎯 Key Highlights

▸ The state of Web3 gaming in 2023-24: A deep dive into funding trends, player adoption, and notable launches

▸ Off The Grid's successful console launch marks a major milestone for blockchain gaming adoption

▸ Mobile gaming emerging as a promising frontier with titles like FableBorn showing strong retention metrics

▸ Analysis of ecosystem dynamics with Ronin's growing dominance and new players like Base entering the space

▸ Discussion of token distribution mechanics and exchange dynamics affecting gaming projects

▸ Predictions for 2025 including UGC trends, mobile adoption, and potential market rotations

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Piers' Twitter: @pierskicks

▸ Joe's Twitter: @JACL_e9

▸ Duncan's Twitter: @freaz7

▸ Hunter's Twitter: @huntersolaire_

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and 2023 Overview

03:04 - Positive Surprises in Gaming

07:09 - Funding Dynamics

17:35 - Off The Grid Analysis

22:27 - Platform Strategy Discussion

29:10 - Infrastructure and Ecosystem Analysis

36:36 - Mobile Gaming Developments

53:19 - Exchange Landscape

01:04:24 - AI Impact on Gaming

01:11:17 - 2025 Predictions

Disclaimer

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.

Join José Maria Macedo as he dives deep with the Almanak team to explore how AI agents are revolutionizing DeFi and democratizing access to sophisticated trading strategies.

🎯 Key Highlights

▸ The evolution from trading bots to true AI agents with reasoning capabilities

▸ How Almanak's platform enables anyone to build, test, and deploy financial AI agents

▸ Why AI agents could democratize access to sophisticated trading strategies

▸ The intersection of privacy, strategy development, and agent autonomy

▸ Breaking down traditional barriers between alpha creators and capital

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ José's Twitter: https://x.com/zemariamacedo

▸ Michael's Twitter: https://x.com/MichaelAlmanak

▸ Lars's Twitter: https://x.com/0xLars_

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introductions & Background

03:11 - What is Almanak?

06:16 - Defining True AI Agents

16:47 - Agent Development Lifecycle

29:08 - Target Users & Market

48:26 - Future of Financial Agents

56:03 - Token Economics & Launch Plans

Disclaimer

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.

Join Shaw (Ai16z), Karan (Nous Research), Ethan (MyShell), Somewheresy (CENTS), EtherMage (Virtuals) and Delphi's Tom Shaughnessy for an unprecedented roundtable featuring the brightest minds in crypto AI agents, discussing the evolution of autonomous digital beings and the future of human-AI interaction. 🎯 Key Highlights: ▸ The explosive growth of AI agents on social media and their impact on Web3 ▸ How crypto tokenization drives agent development and community engagement ▸ The power of decentralized model training versus centralized AI platforms ▸ Exploring agent autonomy and the path to AGI ▸ The intersection of AI agents with DeFi and social platforms 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha: ▸ Shaw (ai16Z): @shawmakesmagic ▸ Karan (Nous Research): @karan4d ▸ Ethan Sun (MyShell): @ethan_myshell ▸ Somewheresy (CENTS): @somewheresy ▸ EtherMage (Virtuals): @ethermage 🔗 Connect with Delphi: 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on: Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Timestamps: 00:00 - Introductions and Team Backgrounds 04:29 - Most Innovative Agents Discussion 15:11 - Agent Architecture and Development 27:48 - Testing in Production vs Safety 39:10 - Future of Agent Capabilities 01:01:03 - Alignment and Human Integration 01:25:36 - Industry Predictions and Outlook Disclaimer: 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.

Discover how AI is revolutionizing crypto as Yan Liberman sits down with Dylan Zhang, co-founder of Pond AI, to explore the intersection of AI and blockchain technology. Learn about graph neural networks, dynamic DeFi structures, and the future of decentralized AI infrastructure!

🎯 Key Highlights

▸How Graph Neural Networks (GNNs) differ from Large Language Models (LLMs)

▸The journey from single models to a decentralized model layer

▸Achieving 92% accuracy in detecting malicious behaviors

▸Revolutionary approach to dynamic fee structures in DeFi

▸The future of AI agents and model ownership in crypto

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ Yan's Twitter: https://x.com/yanliberman

▸ Dylan's Twitter: https://x.com/ThinksDylan

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction & Crypto Journey

02:44 - DeFi with AI

05:13 - GNNs vs LLMs

15:11 - Platform Evolution

26:42 - AMMs & Dynamic Fees

39:10 - Future Roadmap

Disclaimer

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.

Join Pondering Durian as he explores the future of multi-agent systems with David Minarsch, co-founder of Valory AG and core contributor to OLAS. This deep dive covers:

- Why autonomous agents will drive blockchain adoption before humans

- The case for decentralized multi-agent systems over monolithic AI

- How OLAS enables user-owned vs rented AI capabilities

- The unique "Proof of Active Agent" mechanism for coordinating agent activity

- Building open agent economies from DeFi to prediction markets

- Creating data flywheels between agent activity and model training

- The path toward general-purpose autonomous AI agents

The discussion provides valuable insights into how decentralized networks could enable user-owned AI agents that do valuable work autonomously, rather than just serving as co-pilots.

"We want to give people general purpose, autonomous AI agents that do valuable things for them as they define." - David Minarsch

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

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Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

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Follow the Speakers:

- Pondering Durian on Twitter/X ► https://x.com/ponderingdurian

- David Minarsch on Twitter/X ► https://x.com/david_enim

---

Chapters

0:00 Sponsor introduction: OLAS and others

0:49 Guest intro: David Minarsch, co-founder of Valerie Ag

1:21 Future shape of AI: Million models vs hyperscale models

3:03 David's background and OLAS team

6:26 Multi-agent systems explained: Agents vs Models

11:50 Web architecture evolution and data silos

21:00 Agent frameworks' impact on blockchain ecosystems

24:59 Rapid fire: Overrated vs Underrated

29:06 OLAS vs Competition: Key differentiators

34:12 Are agent protocols winner-take-all?

39:26 Current and future OLAS use cases

45:11 Infrastructure gaps and challenges

47:25 Closing remarks and how to try OLAS

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Join Anil Lulla (Delphi Digital) and Ninad Naik (Mira) as they explore how to move AI from co-pilot to autonomous systems through enhanced reliability. Key topics include:

- Why current AI is limited to low-consequence tasks and human oversight

- How Mira's decentralized verification network reduces error rates from 30% to sub-5%

- Using crypto incentives to build trustworthy, autonomous AI systems

- The journey from batch processing to real-time verification

- Targeting education and medical sectors as initial use cases

- Building Web3 infrastructure that solves real Web2 problems

This conversation examines Mira's vision for making AI reliable enough to move beyond human supervision and into production-grade autonomous systems.

"When you think about the key challenges from any builder's perspective... we're trying to solve for how do you make AI more reliable?" - Ninad Naik

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Anil Lulla on Twitter/X ► https://x.com/anildelphi

- Ninad Naik on Twitter/X ► https://x.com/_ninadn

---

Chapters

0:00 Sponsor introduction: OLAS and other sponsors

0:50 Introduction with Anil Lulla from Delphi Digital

2:21 Ninad's background: Experience at Amazon and Uber

3:30 Current state of AI and its challenges

7:21 Core issues with AI reliability

9:15 Approaches to reducing AI error rates

13:10 Discussion of latency challenges and batch processing

17:56 Using crypto concepts for AI verification

20:44 Risks and challenges in crypto-AI integration

22:53 Go-to-market strategy and target sectors

24:49 Future of AI models: Foundation vs Fine-tuned

29:50 Handling subjective information verification

34:16 Model consensus and bias management

37:13 Partnerships and future outlook for Mira

40:11 Bridging Web2 and Web3 in AI

42:30 Crypto adoption challenges in AI industry

45:51 Discussion of Web2 demand confidence

46:48 Closing remarks and how to follow Mira

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore:

- The current state of decentralized GPU marketplaces

- The role of data DAOs and IP rights in AI development

- Viability of decentralized training and inference

- The future of AI agents and identity systems

- Which crypto AI verticals show real promise vs hype

This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves.

"I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- José Macedo on Twitter/X ► https://x.com/zemariamacedo

- Emad Mostaque on Twitter/X ► https://x.com/emostaque

- Kyle Samani on Twitter/X ► https://x.com/kylesamani

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:50 Introducing Panel and Debate Setup

01:58 Kyle on GPU Marketplaces and Infrastructure

04:23 Evaluating Different Crypto AI Sectors

06:41 Current State of the Crypto AI Market

10:37 Core Benefits of Crypto for AI Development

14:41 Talent Migration into Crypto AI

20:25 The Mimetic Value of Crypto AI

24:36 Deep Dive: Decentralized GPU Marketplaces

33:13 Game Theory of Open Source AI

41:38 Discussion on Data and Data DAOs

48:40 Private Data and Expert Knowledge

52:11 Rapid Fire: Key Sectors Analysis

54:33 The Future of AI Agents

58:11 Identity and Final Thoughts

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Dive deep into IOnet, the world's largest decentralized AI compute network, with Pondering Durian (Delphi Digital) and Torrey Green, CEO of IOnet. This engaging discussion covers:

- How IOnet is disrupting the $2.5 trillion cloud computing market

- IOnet's unique "decentralized clustering" approach enabling global supercomputers

- Growth strategies and roadmap to become the leading AI compute provider

The conversation explores how decentralized networks like IOnet provide cheaper, more flexible compute without the constraints of centralized cloud providers. Discover why execution is key as IOnet aims to replace AWS through demand generation, upgraded offerings, and a world-class team recruited from web2 giants.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Pondering Durian on Twitter/X ► https://x.com/ponderingdurian

- Tory Green on Twitter/X ► https://x.com/mtorygreen

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:50 Introduction of Tory Green, CEO of IO.net

01:29 Tory's Background and Path to IO.net

04:07 Competitive Advantage vs Incumbents

06:48 The Theory of Disruption

08:40 IO.net's Differentiation: Decentralized Clustering

11:47 Growth and Customer Acquisition Strategy

14:37 Enterprise Adoption and Security

17:18 Supply Chain and GPU Market Analysis

20:11 Rapid Fire: Overrated vs Underrated

25:32 Future of Decentralized Training

27:09 Edge Computing and Network Flexibility

31:31 IO.net's Future Roadmap

35:18 Long-term Vision and Goals

38:01 Closing Thoughts on AI's Impact

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future.

In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society.

Key insights:

- Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals

- The next 6 years represent a critical window to position for the new economic paradigm

- Technology and crypto represent the primary vectors for capturing value in the exponential age

- The intersection of AI and blockchain could enable new forms of economic activity and value creation

"We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II

- Raoul Pal on Twitter/X ► https://x.com/Raoulgmi

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:49 Introduction with Raoul Pal

01:53 The Exponential Age Thesis

04:28 Impact of AI on Economic Growth

08:05 Future of Markets and Investment Returns

11:47 AI, UBI, and Economic Transformation

14:10 The Future of Money in an AI World

17:41 Blockchain and AI Integration

21:43 Traditional Investors' Understanding of AI

24:43 Government and Regulatory Response

30:02 Investment Framework Evolution

34:12 High Conviction Investment Bets

39:43 Personal Portfolio Strategy

41:15 Tesla and Tech Stock Analysis

44:49 Elon Musk's Master Plan

49:06 Rapid Fire: Underrated vs Overrated

54:26 Future of Media and Personal AI

59:45 Closing Thoughts and Contact Information

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Welcome to Delphi’s Crypto x AI Demo Day, showcasing some of the innovative teams building at the intersection of crypto and AI. Watch exciting product demonstrations spanning payment rails, DeFi agents, smart contract security, and more.

In the final week of Delphi's Crypto x AI Month, we turn the spotlight to builders who are actively developing applications that explore new possibilities. See firsthand how teams are combining blockchain and AI to create practical solutions for real-world challenges.

The Demo Day lineup includes:

- Venice - private and uncensored alternative to the popular AI apps

- Daisy - Daisy makes custom AI easy

- Testmachine - AI powered Smart Contract Security

- Skyfire - Visa for AI Agents

- Almanak - End to end platform for financial AI agents

- Rivalz - World abstraction layer for AI agents

Part of our comprehensive virtual conference featuring 40+ industry leaders in panels, debates, and deep-dive discussions. Access the full lineup of Crypto x AI Month content here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Chapters:

00:00 Intro

01:45 Venice AI

07:50 Almanak

13:04 Daisy AI

18:18 Testmachine

22:48 Skyfire

26:08 Rivalz

29:43 Outro

Disclosure:

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

In this thought-provoking discussion with Can Gurel (Delphi), the NEAR co-founders share insights on Illia's work co-authoring the groundbreaking "Attention is All You Need" paper that introduced transformers, their vision for user-owned AI and democratizing access to AI capabilities and more.

Key insights include:

- How NEAR's original focus on AI developer tools led them to discover the need for better payment infrastructure for distributed workforces

- Their framework for user-owned AI that optimizes for individual success rather than platform profits

- Technical challenges and solutions for distributed AI training and inference

- The importance of private computing for enabling user-controlled AI systems

The conversation provides valuable perspective on the intersection of AI and crypto from pioneers who have worked at the cutting edge of both fields, offering insights into how decentralized technologies could enable more democratic and user-centric AI development.

"The reality is we kind of have like a little bit of a model that some data we don't want to share... Your assistant will be able to help you with filing your taxes and finding ways to file receipts for expenses, and it will need to have access to all of this. What you don't want is all of this data end up leaking or showing up in somebody else's chat." — Illia Polosukhin, NEAR Protocol

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Can Gurel on Twitter/X ► https://x.com/cannngurel

- Illia Polosukhin on Twitter/X ► https://x.com/ilblackdragon

- Alex Skidanov on Twitter/X ► https://x.com/alexskidanov

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:48 Introduction of Illia and Alex from NEAR

03:11 Origins of the Transformers Paper

08:07 Discussion on LLMs and Model Understanding

11:05 Alpha Go and Self-Improvement in AI

15:16 NEAR's Evolution from AI to Blockchain

19:37 The Story Behind NEAR's Foundation

26:32 Vision for User-Owned AI

30:31 Analysis of the Crypto-AI Stack

35:28 Data Labeling and Trust Systems

39:33 Private Inference and Edge Computing

44:17 User Privacy and Trust in AI

47:44 Edge Computing Challenges

49:54 Novel Data Sources and Synthetic Data

52:40 AI Agent Security and DeFi Applications

58:43 Formal Verification in AI Systems

1:03:14 Distributed Training Challenges

1:11:04 AI Talent and Crypto Industry

1:13:44 Rating Future Technologies and Closing Thoughts

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

A discussion with Nick Emmons (Allora) and Himanshu Tyagi (Sentient) examining different approaches to coordinating AI development through decentralized networks. Allura focuses on coordinating multiple models to achieve specific objectives, while Sentient works on open-source model development and value attribution through cryptographic techniques.

Key topics include:

- The evolution from Twitter bots to sophisticated AI agents in crypto

- Different approaches to model coordination and incentivization

- Technical deep-dive into Open Monetizable Loyal (OML) models

- Trust verification and cryptographic solutions for AI deployment

- The complementary roles of model aggregation and model development

- The intersection of crypto infrastructure and AI trustworthiness

- Future implications for decentralized AI development

The conversation explores the relationship between AI model development, cryptographic systems, and economic incentives, examining how different projects approach the challenges of building coordinated AI systems.

"I think crypto networks are fundamentally means of turning different nebulous resources into more kind of tangible digital commodities." — Nick Emmons, Allora

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Michael Rinko on Twitter/X ► https://x.com/mrink0

- Nick Emmons on Twitter/X ► https://x.com/nick_emmons

- Himanshu Tyagi on Twitter/X ► https://x.com/hstyagi

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:48 Discussion of AI Twitter Bots and Market Impact

04:28 The Role of Agents in Crypto Systems

06:54 Evolution of AI Agent Integration

11:46 Understanding Coordination Networks

14:21 Building Model Coordination Solutions

16:19 Initial Use Cases and Development Focus

22:28 Comparison with BitTensor Approach

25:06 Deep Dive into OML Technology

32:39 Trust and Verification in AI Systems

36:40 Objective-Centric AI Paradigm

39:07 Sentient's Complementary Approach

42:10 Current Constraints and Future Development

44:27 The Future of Crypto AI Integration

47:12 Closing Thoughts

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation.

In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on:

- The decentralized AI stack from compute and data to applications

- Leveraging crypto primitives to coordinate and incentivize key AI resources

- Demand-side considerations and potential use cases for decentralized AI

- The relationship between network utility, speculation, and value in AI tokens

- Advantages of decentralized infrastructure and crypto-economic models for AI

- Experiments with autonomous AI agents utilizing novel economic rails

- Regulatory environment impact on DeAI network development

- Current state of crypto AI ecosystem and future evolution

Panelists include:

- Shayon Sengupta (Multicoin Capital)

- Marc Weinstein (Mechanism Capital)

- Anand Iyer (Canonical Crypto)

- Ed Roman (Hack VC)

The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Yan Liberman on Twitter/X ► https://x.com/yanliberman

- Anand Iyer on Twitter/X ► https://x.com/ai

- Ed Roman on Twitter/X ► https://x.com/ed_roman

- Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta

- Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

04:48 Understanding the Crypto AI Stack

07:05 Crypto and AI as Opposing Technologies

11:12 Data and Compute Infrastructure

15:32 Capital Formation and Market Dynamics

20:25 Token Design and Value Accrual

25:00 Current Liquid Market Landscape

31:46 Evolution of Attention vs Utility

35:28 AI Agent Market Development

41:59 Defining AI Agents and Their Capabilities

47:36 Discussion on GOAT and Autonomous Agents

52:40 Future Timeline and Closing Thoughts

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Although our guest this week is an Investment Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

How will specialized AI agents collaborate to outperform general AI? - A deep dive into Theoriq's vision for decentralized agent collectives with founder Ron Bodkin, former Google Cloud CTO office lead.

This in-depth conversation between Luke Saunders and Ron Bodkin explores:

- Why specialized agent collectives may outperform general AI systems

- The technical foundations of agent collaboration and evaluation

- How Theoriq enables permissionless agent development and discovery

- The role of decentralization in ensuring safe and ethical AI development

- Future implications for autonomous AI systems and agent coordination

- Insights from Ron's experience at Google, Teradata, and Vector Institute

The discussion provides valuable perspective on how decentralized networks of specialized AI agents could provide an alternative to centralized AI development, with a focus on modular, community-driven innovation and proper governance structures.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

Luke Saunders on Twitter/X ► https://x.com/lukedelphi

Ron Bodkin on Twitter/X ► https://x.com/ronbodkin

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Introduction of Ron Bodkin, Founder of Theoriq AI

01:17 Ron's Background in AI and Big Data

04:28 Ron's Experience at Google and AI Development

07:35 The Impact of Transformers and GPT-3 on AI

11:32 Defining AI Agents and Their Capabilities

15:31 The Concept of Agent Collectives

18:38 The Future of AI and AGI

25:00 Concerns About AI Safety and Development

28:23 Overview of Theoriq AI's Agent Base Layer

30:54 Evaluators in Theoriq's System

34:08 Permissionless Nature of Theoriq's Platform

36:14 Developer Experience and SDK for Theoriq

39:33 Optimizers and Agent Collectives

41:48 Future of Autonomous AI Agents

44:22 Discussion on Truth Terminal and AI Autonomy

47:34 Call to Action and Closing Remarks

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Why do AI agents need crypto for payments? - Leading builders explore how blockchain could become the default payment infrastructure for the emerging AI agent economy.

This in-depth conversation between Can Gurel (Delphi) and industry experts features:

- Craig DeWitt (Skyfire)

- Don Gossen (Nevermind)

- Yuga Cohler (Coinbase)

Key topics include:

- Why traditional payment rails are insufficient for AI agent transactions

- The emergence of agent-to-agent commerce and micropayments

- How crypto enables programmatic, instant, and global payments

- The evolution of shopping experiences in an AI-driven economy

- Different payment patterns between human-agent and agent-agent interactions

- Security and reliability considerations for autonomous AI payments

The discussion provides valuable insights into how crypto infrastructure could facilitate millions of AI agents transacting in real-time, and explores the technical and business challenges of building payment rails for the next generation of autonomous systems.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Can Gurel on Twitter/X ► https://x.com/cannngurel

- Don Gossen on Twitter/X ► https://x.com/dongossen

- Craig DeWitt on Twitter/X ► https://x.com/cryptocwby

- Yuga Cohler on Twitter/X ► https://x.com/yugacohler

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

05:17 The Problem: Why Existing Payment Solutions Aren't Suitable for AI Agents

14:06 Regulatory Challenges and KYC for AI Agents

22:12 Authentication and Verifiability in AI Agent Transactions

26:00 Network Effects and First Mover Advantage in AI Payments

38:29 Biggest Opportunities in AI Agent Payments

48:02 The Future of Shopping Cart Experience with AI Agents

1:02:46 Types of Payments Involving AI Agents

1:10:23 Reliability and Security Concerns with AI Agents

1:20:41 The Role of Humans in AI Agent Transactions

1:26:53 Closing Remarks

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

How is Grass Network unlocking real-time data access for AI? - Explore how a decentralized network of millions of nodes is transforming how AI models access and process internet-scale data.

This in-depth conversation between Can Gurel (Delphi Ventures) and Andrej Radonjic (Wynd Labs) covers:

- The unique challenges of ethical data collection for AI training

- How Grass Network enables real-time, unbiased data access through distributed computing

- The future of Live Context Retrieval (LCR) and its impact on AI capabilities

- Why decentralization is crucial for fair and efficient data harvesting

- The network's evolution from browser extensions to dedicated hardware nodes

- The role of multi-modal data in advancing AI development

The discussion provides valuable insights into how Grass Network is building critical infrastructure for the next generation of AI applications, with a focus on ethical data collection and real-time information access.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Can Gurel on Twitter/X ► https://x.com/cannngurel

- Andrej Radonjic on Twitter/X ► https://x.com/0xdrej

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Introduction of Andrej from Grass Network

01:40 Overview of Grass Network and Its Vision

05:31 Decentralization and Its Importance for Grass

08:41 The Future of Data for AI

11:48 Real-Time Access to Information and Use Cases

17:55 Live Context Retrieval (LCR) and Its Potential

22:37 Grass Network's Launch Plans and Alpha Tests

24:25 Decision Making Process for Data Scraping

26:52 Crypto's Role in AI and the Web3 Transition

30:40 Data Processing and Downstream Tasks

33:08 The Future of Data Labeling

35:19 Node Types in the Grass Network

37:13 Closing Remarks and Invitation to Join Grass

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Can crypto unlock AI's full potential?

Top investors debate the intersection of crypto and AI, exploring opportunities and challenges in decentralized AI development.

This panel discussion, hosted by José Maria Macedo from Delphi Digital, features:

- William Wolf (Arch Capital)

- Jake Brukhman (CoinFund)

- Casey Caruso (Topology)

Key topics include:

- The role of open-source models in crypto AI development

- Unique advantages blockchain brings to AI infrastructure

- Decentralized approaches to compute, training, and inference

- The future of data ownership and aggregation

- Potential for AI agents to utilize crypto payment rails

- Challenges and opportunities in various crypto AI verticals

This in-depth conversation provides valuable insights into the mindset of investors within the crypto x AI space and explores the potential for blockchain technology to reshape the AI landscape.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- José Macedo on Twitter/X ► https://x.com/zemariamacedo

- Casey Caruso on Twitter/X ► https://x.com/caseykcaruso

- William Wolf on Twitter/X ► https://x.com/throughnothing

- Jake Brukhman on Twitter/X ► https://x.com/jbrukh

---

Chapters

00:00 Introduction and Sponsor Acknowledgments

00:52 Panel Introduction and Topic Overview

04:29 Responding to AI and Crypto Skepticism

11:56 Dependence on Open Source AI Models

18:10 Crypto's Unique Value Proposition in AI

25:07 Regulatory Challenges and KYC for AI

31:35 The Future of AI Models and Compute

38:29 Most Interesting Areas in Crypto AI

48:02 Decentralized Inference and Verifiability

52:27 The Value and Future of Data in AI

59:53 AI Agents and Multi-Agent Systems

1:06:22 Product-Market Fit in Crypto AI

1:12:13 Closing Thoughts and Future Predictions

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Dive deep into the critical infrastructure layer powering the future of decentralized AI. Pondering Durian (Delphi) hosts a panel of leading experts building the next generation of decentralized compute, storage, and tooling:

►Greg Osuri, Founder of Akash, the world's first decentralized cloud platform

►Michael Heinrich, Co-Founder & CEO of Zero G Labs, creators of the first decentralized AI operating system

►Mohamed Baioumy, Co-Founder of ExoLabs, enabling private, user-owned AI models

This episode provides an inside look at the technologies, tradeoffs, and possibilities in decentralized AI infrastructure. We examine the challenges and opportunities in building user-controlled, privacy-preserving AI systems on decentralized clouds and Web3 tech stacks. Our panel explores the cutting edge of decentralized compute, storage, and tooling, and debates what's needed for open-source, decentralized development to compete with Big Tech's AI infrastructure.

Key Questions:

- Where is demand coming from for decentralized infrastructure and how does it compete with hyperscalers?

- What are the key innovations enabling performant decentralized storage and retrieval for AI workloads?

- How do privacy, latency, and cost tradeoffs impact what AI can be done on-device vs in decentralized clouds?

- What breakthroughs are needed for decentralized AI training to catch up to centralized approaches?

- How does an open source ethos and permissionless innovation accelerate progress in decentralized infrastructure?

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Pondering Durian on Twitter/X ► https://x.com/ponderingdurian

- Michael Heinrich on Twitter/X ► https://x.com/mheinrich

- Mohamed Baioumy on Twitter/X ► https://x.com/mo_baioumy

- Greg Osuri on Twitter/X ► https://x.com/gregosuri

---

Chapters

00:00 Introduction to Decentralized Infrastructure

04:04 Demand and Competition in Decentralized Computing

10:49 Innovations in Decentralized Storage Solutions

13:56 Local vs Cloud Computing: Trade-offs and Use Cases

18:35 Project Superpowers: Unique Value Propositions

25:11 Overrated vs Underrated: Quickfire Round

32:52 Decentralized Training: Future Perspectives

37:49 Vision and Success Metrics for the Future

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Top experts debate the potential for open-source, community-driven AI to challenge tech giants and explore the unique advantages of decentralized approaches.

Key topics include: ►Feasibility of competitive open-source AI models ►Advantages of decentralized training approaches ►Challenges in compute resources and talent acquisition ►The role of crypto incentives in AI development ►Balancing open-source principles with value capture ►Governance challenges for decentralized AI projects ►Potential risks and obstacles for decentralized AI

This engaging debate bridges the gap between decentralized infrastructure, AI development, and crypto economic models. Gain insights from industry leaders on how projects like Nous, Gensyn, Ambient, and Prime Intellect are working to democratize AI and create more efficient, trustless systems.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Tommy Shaughnessy on Twitter/X ► https://x.com/shaughnessy119

- Travis Good on Twitter/X ► https://x.com/IridiumEagle

- Dillon Rolnick on Twitter/X ► https://x.com/DillonRolnick

- Johannes Hagemann on Twitter/X ► https://x.com/johannes_hage

- Ben Fielding on Twitter/X ► https://x.com/fenbielding

---

Chapters

00:00 Introduction to Decentralized vs Centralized AI Training

02:46 The Viability of Decentralized AI Models

05:57 Technical and Economic Challenges in AI Training

09:09 The Future of Specialized vs Generalist AI Models

12:01 The Role of Regulatory Environment in AI Development

14:56 The Importance of Model Maintenance and Updates

18:06 The Economics of Decentralized AI

20:56 Talent and Collaboration in Open Source AI

23:58 The Efficiency of Decentralized Systems

27:04 The Political Implications of AI Control

30:12 Recent Breakthroughs in Decentralized Training

33:04 The North Star of Open Source AI

35:53 The Intersection of Open Source AI and Crypto

38:59 The Future of Competition in AI Markets

46:22 Decentralization and Competition in the Market

49:34 The Evolution of User Interfaces and Trustlessness

52:31 The Convergence of AI and Crypto

56:30 The Role of Agents in the Economy

01:01:27 Open Source AI and Value Capture

01:06:23 Governance Challenges in Decentralized Systems

01:23:24 Skepticism and Future Risks in AI and Crypto

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Join us for an in-depth panel discussion on BitTensor and its native token, TAO, featuring top analysts in the crypto and AI space. Michael Rinko from Delphi Digital hosts Nick Hotz (Tangent), Sami Kassab (OSS Capital), and Seth Bloomberg (Messari) as they dive into the intricacies of BitTensor's decentralized AI network.

This comprehensive conversation covers:

► BitTensor's core mission and how it aims to decentralize AI development ► The network's structure, including subnets, miners, and validators ► TAO tokenomics and the upcoming Dynamic TAO upgrade ► Challenges and potential solutions in incentive mechanism design ► Comparisons with traditional AI development models ► The future of BitTensor and exciting milestones to watch

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Michael Rinko on Twitter/X ► https://x.com/mrink0

- Nick Hotz on Twitter/X ► https://x.com/Nick_Hotz

- Sami Kassab on Twitter/X ► https://x.com/Old_Samster

- Seth Bloomberg on Twitter/X ► https://x.com/bloomberg_seth

---

Chapters

00:00 The Genesis of BitTensor: A Decentralized AI Solution

07:00 Understanding the Incentive Mechanism in BitTensor

13:14 Interfacing BitTensor with Real-World Applications

19:29 The Role of Validators in BitTensor

22:50 TAO: The Utility Token of BitTensor

39:26 Understanding TAO Emissions and Their Impact

45:11 The Role of Validators and Emission Allocation

52:43 First Mover Advantage in Decentralized AI

01:00:10 The Challenge of Retaining Talent in BitTensor

01:10:55 Future Prospects and Exciting Developments in BitTensor

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

In this engaging debate for Crypto x AI Month, join Luke Saunders as he moderates a conversation on Verifiable Inference—a critical technology that ensures trustless AI by verifying the correctness of outputs without revealing internal workings. He is joined by leading founders from the crypto AI space, including Colin Gagich of Inference Labs, Ryan McNutt of SphereOne, Jeremy from Aizel Network, and Travis Good of Ambient, to explore:

► What verifiable inference is and why it's essential in the age of AI

► How decentralized models can offer solutions to centralized AI control

► Real-world use cases of verifiable inference across blockchain and AI applications

This panel digs into the technical approaches—from ZK proofs to trusted execution environments (TEEs)—and discusses how the future of AI and crypto requires trustless verification to ensure security, transparency, and privacy.

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/ --- Follow the Speakers: - Luke Saunders on Twitter/X ► https://x.com/lukedelphi - Travis Good on Twitter/X ► https://x.com/IridiumEagle - Jeremy on Twitter/X ► https://x.com/immorriv - Colin Gagich on Twitter/X ► https://x.com/colingagich - Travis Good on Twitter/X ► https://x.com/ryanmcnutty33 --- Chapters 00:00 Introduction to Verifiable Inference 03:46 Defining Verifiable Inference 05:13 Use Cases for Verifiable Inference 10:01 Real-World Applications and Innovations 16:38 Different Approaches to Verification 24:18 Exploring Zero-Knowledge Proofs 28:08 Proof of Logics and Its Implications 34:02 Multi-Agent Systems and Transaction Verification 37:46 Challenges in Optimistic Approaches 41:36 Determinism and Model Reproducibility 45:30 The Balance of Open and Closed Source Models 50:25 The Future of Edge Computing and Inference 57:49 Decentralization and Government Control of AI Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Join Tommy Shaughnessy as he kicks off Crypto x AI Month by hosting Erik Voorhees, founder of Venice.ai, Satoshi Dice, and ShapeShift. In this thought-provoking discussion, they explore the intersection of AI and decentralized systems, delving into:

► The clash between centralized AI and decentralized alternatives

► The role of crypto in enabling open, permissionless systems

► How AI could impact individual freedom, human rights, and consciousness in the future This conversation opens a larger debate on the potential risks of centralized AI models and the importance of offering decentralized, open-source alternatives.

“I think...one of the biggest dangers to humanity really, is if we allow ourselves to be convinced that open source AI is too dangerous, and it’s outlawed or heavily restricted in some way, then we're in a bad spot.” — Erik Voorhees

Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai

---

Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.

Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:

https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/

---

Follow the Speakers:

- Tommy Shaughnessy on Twitter/X ► https://x.com/shaughnessy119

- Erik Voorhees on Twitter/X ► https://x.com/erikvoorhees

---

Chapters

00:00 Introduction to the Conference and Eric's Role

00:45 AI: Friend or Foe to Individual Freedom?

03:10 Building Alternatives: The Case for Venice

06:02 The Importance of Competing Viewpoints in AI

08:53 Open Source vs. Centralized AI: A Competitive Landscape

11:48 The Future of AI and Crypto Integration

15:09 Bridging the Gap: Convincing AI Experts to Embrace Crypto

18:52 Governance in AI: Who Should Control the Models?

22:12 The Dangers of Centralized Control in AI

24:10 Maintaining Skepticism Towards Authority

26:58 The Role of Truth in AI Development

28:49 The Rise of Permissionless AI

35:04 Privacy and Data Security in AI

37:03 The Future of Governance and Mobility

41:20 Utopian Visions: AI and Human Progress

43:46 Decentralized Training: The Key to AI Freedom

55:16 The Need for Leadership in Open Source AI

Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

In this episode, Michael and Proph3t discuss the innovative concept of MetaDAO, focusing on the efficiency of prediction markets and their role in decision-making. They explore the skepticism surrounding market efficacy, the novel governance model of futarchy, and the challenges of building a new platform in the crypto space. The discussion also highlights strategies for engaging users in prediction markets and the potential for future developments in decentralized governance. In this conversation, the speaker discusses the design of MetaDAO, focusing on creating user-friendly interfaces for both power users and casual participants. They explore the challenges of selecting effective metrics for futarchy, addressing the time value of money in proposals, and the potential for composability in prediction markets. The discussion also touches on the advantages of futarchy over traditional DAOs, the role of AI in decision-making, and the importance of minority protection within the governance model. The speaker emphasizes the need for growth and development in MetaDAO, aiming to enhance user experience and expand its application across various DAOs.

Proph3t's Twitter: https://x.com/metaproph3t

Chapters

00:00 Introduction to MetaDAO and Market Efficiency

06:12 Beliefs and Skepticism in Market Efficacy

12:56 Futarchy: A New Governance Model

19:43 Building MetaDAO: Challenges and Opportunities

26:55 Engaging Users in Prediction Markets

31:14 Designing for Diverse Users

34:08 Metrics for Futarchy

36:34 Addressing Time Value of Money in Proposals

39:53 Composability in Prediction Markets

42:19 Futarchy vs Traditional DAOs

46:42 Long-Term Strategic Decisions in Governance

52:24 AI and Futarchy: A New Frontier

56:48 Minority Protection in Futarchy

01:00:08 Future Growth and Development of MetaDAO

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.

In this episode of the Delphi podcast, co-host José Maria Macedo speaks with Kain Warwick, co-founder of Synthetix and Infinex. They discuss Kain's journey in the crypto space, the evolution of Synthetix, and the challenges faced by decentralized finance (DeFi). The conversation delves into user experience innovations, the competition in the DeFi space, and the importance of governance. Kane shares insights on the future of ICOs and the need for better governance models in the crypto ecosystem.

Kain's Twitter: https://x.com/kaiynne

Chapters

00:00 Introduction to Kain Warrick and Synthetix

03:23 Kain's Journey in the Crypto Space

06:59 The Evolution of Synthetix and Yield Farming

10:07 Understanding User Needs in DeFi

12:36 Infinex: Bridging Centralized and Decentralized Experiences

15:12 Challenges of Centralized Exchanges

17:53 User Experience Innovations in Infinex

20:19 Cross-Chain Integration and Aggregation

23:07 Building a Stateful Application for DeFi

26:26 Competition in the DeFi Space

29:12 Long Tail Opportunities in DeFi

34:54 The ETH vs. Solana Debate

37:56 Governance in DeFi: Challenges and Innovations

47:23 The Future of ICOs and Token Distribution

55:43 Governance Models and Their Evolution

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.

In this conversation, Jason from Story Protocol discusses the innovative approach to intellectual property (IP) in the blockchain space. He explains how Story Protocol aims to create a decentralized ecosystem for IP licensing, allowing creators to monetize their work without the traditional barriers of legal complexities. The discussion covers the vision behind Story Protocol, the challenges of traditional IP models, and the potential for user-generated content in a composable world. Jason emphasizes the importance of building a protocol that fosters creativity and collaboration among creators while addressing the legal and distribution challenges in the current landscape.

Jason's Twitter: https://twitter.com/jasonjzhao

Chapters

00:00 Introduction to Story Protocol and Recent Developments

02:51 The Vision Behind Story Protocol

06:03 Transitioning from AI to Blockchain

09:16 Understanding IP and Its Composability

13:02 The Future of IP Licensing with Story

16:51 The Role of Creators in the New IP Landscape

20:45 Building a Decentralized IP Ecosystem

23:34 Challenges of Traditional IP Models

27:18 Distribution Challenges in the IP Space

30:11 Engagement with Traditional IP Holders

33:03 The Future of IP in a Composable World

37:44 User-Generated Content and Its Potential

40:31 Managing IP Rights and Disputes

46:12 Global IP Enforcement Challenges

50:29 The Role of Copyright in IP Protection

52:22 Closing Thoughts on Story Protocol

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.

In this episode, host José Maria Macedo speaks with Illia Polosukhin, co-founder of NEAR and a key figure in AI development, about the launch of the Crypto X AI Accelerator. They discuss Illia's journey in AI, the significance of the Transformers paper, and the evolution of AI technologies. The conversation delves into the implications of AI on society, the importance of user-owned AI versus corporate-controlled AI, and the role of data in AI development. They also explore the goals of the accelerator and the opportunities it presents for founders in the AI and crypto space.

José's Twitter: https://x.com/ZeMariaMacedo

Illia's Twitter: https://x.com/ilblackdragon

Chapters

00:00 Introduction to the Crypto X AI Accelerator

05:54 Ilya's Journey in AI and the Transformers Paper

12:40 The Evolution of AI and Google's Role

20:24 The Vision Behind Near and AI's Future

27:09 The Role of AI in Society and Future Implications

34:28 User-Owned AI vs. Corporate AI

39:48 The Importance of Data in AI Development

47:48 The Crypto AI Accelerator and Its Goals

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.

Legion aims to bring back ICOs and improve on the current market structure. The current market structure involves raising significant amounts of venture capital, running points programs or incentives, negotiating with centralized exchanges, and engaging with market makers. However, this system lacks community involvement and accountability, leading to poor outcomes for retail investors and hindering project growth. Legion aims to solve these issues by providing regulatory compliance, handling KYC, and ensuring investor reputation and accountability. This allows projects to distribute tokens to a valuable community and build a strong network from the early stages. Legion is focused on market and crypto assets regulation, particularly in the European Union (EU). The main goal of Legion is to ensure appropriate disclosure and investor protection in the crypto market. They aim to remove information asymmetry and make crypto assets more accessible. Legion is aligned with the Mika regulation, which allows projects from anywhere to raise funds from European citizens. The Legion score is a reputation-based metric that maximizes value add per dollar raised. It considers factors such as social influence, developer activity, on-chain activity, and endorsements. The ultimate vision for Legion is a world where projects are born and raised on the platform, with widespread community involvement and decentralized decision-making.

José's Twitter: https://x.com/ZeMariaMacedo

Fabrizio's Twitter: https://x.com/D0itdifferent

Matt's Twitter: https://x.com/mattyTokenomics

Chapters

00:00 Introduction to Legion and the Goal of Bringing Back ICOs

05:07 The Current Market Structure and its Issues

12:18 The Importance of Community Involvement and Accountability in ICOs

17:01 The History of ICOs and Why They Went Away

23:47 Issues with ICOs and How Legion Solves Them

30:23 MECA and Regulatory Compliance in ICOs

30:52 Market and Crypto Assets Regulation

39:38 Legion and Mika

40:37 The Legion Score

51:37 The Importance of Community

54:16 The Vision for Legion

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.

The conversation discusses the emergence of rollups on the Solana blockchain and explores different projects and their unique approaches. The main projects mentioned are Magic Block, SpiceNet, Zeta, Grass, and GetCode. Each project has its own specialization and use case, ranging from gaming to trading to data scraping. The conversation also touches on the importance of scalability and performance in these rollup solutions. In this conversation, the speakers discuss various topics related to Solana and its roll-up solutions. They touch on the importance of scalability, reliability, and privacy in layer 2 solutions. They also explore the concept of shared sequencers and the benefits they offer. The conversation highlights the potential of Solana as a sequencer for base roll-ups and the importance of composability and alignment between layer 1 and layer 2 solutions. The speakers also mention the use of Solana in banking operations and the need for privacy in financial transactions. They conclude by discussing the role of Solana in the roll-up ecosystem and its potential for attracting developers.

Prasad's Twitter: https://x.com/Mahadikprasad15

Chapters

00:00 Introduction to Solana rollups

05:18 Exploring Magic Block, SpiceNet, Zeta, Grass, and GetCode

09:38 Scalability and Performance in Solana Rollups

28:01 Scalability, Reliability, and Privacy in Layer 2 Solutions

29:00 The Potential of Shared Sequencers

30:24 Solana as a Sequencer for Base Roll-Ups

37:15 The Importance of Privacy in Financial Transactions

46:19 Solana's Role in the Roll-Up Ecosystem

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.

TIG (The Innovation Game) is a decentralized science project designed to accelerate algorithmic innovation. It uses a coordination protocol and proof of work to discover the most efficient algorithms for scientific problems. The project originated in 2012 with the goal of addressing the lack of open development and funding for scientific research. TIG aims to bring real utility to the world using blockchain technology and is an outlier in the crypto space. The network consists of supply side actors (benchmarkers and innovators) who submit and improve algorithms, and demand side actors (miners) who use the algorithms to mine and provide market signals. The Innovation Game (TIG) aims to discover the most efficient algorithmic solutions to scientific problems. TIG focuses on solving problems that are hard to solve but easy to verify. The selection of problems is done by a committee of scientists and domain experts. TIG currently has challenges in Boolean Satisfiability, Knapsack Problem, Capacitated Vehicle Routing, and Vector Search. These problems have applications in various industries, including hardware design verification, logistics optimization, and AI. TIG plans to add more challenges and aims to onboard several hundred more challenges over the next three to five years. The network captures the value it creates through IP licensing, using a dual licensing model. TIG offers an open data license for academics and open source enthusiasts and a commercial license for corporations. The commercial license fees are payable in TIG tokens, generating demand for the token. TIG's go-to-market strategy includes targeting universities, crypto and science societies, and leveraging industry connections. The roadmap includes transitioning to a layer one blockchain and adding a deposit requirement for benchmarkers. TIG aims to bring in more innovators, particularly from the academic world, by providing a tangible value that can fund their research.

Dr Fletcher's Twitter/X: https://x.com/dr_johnfletcher

Chapters:

00:00 Introduction to TIG

02:00 Proof of Work in TIG

03:26 Origin of TIG

11:08 TIG as an Outlier in Crypto

15:16 Role of Benchmarkers, Innovators, and Miners

18:07 Rewards for Innovators and Benchmarkers

24:06 Purpose of Proof of Work in TIG

26:03 Using Synthetic Problems in TIG

28:18 Discovering Efficient Algorithmic Solutions

29:39 Hardware and Algorithm Development

31:05 Challenges in Various Industries

34:22 Problem Selection and Importance

41:36 Capturing Value through IP Licensing

46:36 Go-to-Market Strategy and Onboarding Challenges

51:13 Roadmap: Transitioning to a Layer One Blockchain

53:33 Adding Deposit Requirement for Benchmarkers

55:19 Bringing in Innovators from the Academic World

Disclaimer:

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.

Himanshu, a core contributor to Sentient, discusses the vision and mission of the project in this conversation. Sentient aims to create a decentralized alternative to centralized AI, where contributors are rewarded for their contributions and the AI economy is more participatory. The project recently raised $85 million in funding led by Peter Thiel's fund. Himanshu explains that while $85 million may seem like a lot in the crypto world, it is not enough considering the expensive resources required for AI, such as compute and talent. He discusses his background in academia and his journey into building different systems related to blockchain and AI. He also explains how the idea for Sentient came about and the decision to focus on building a counterpart to centralized AI. He emphasizes the importance of participation in the AI economy and the need for a more inclusive and decentralized approach. He addresses the market forces that favor crypto AI, such as the availability of compute and the potential for a more powerful economic flywheel. He also discusses the challenges of attracting AI talent to the crypto space and explains how Sentient aims to build models and create an open economy where anyone can contribute and earn rewards. Sentient aims to solve the monetization problem of open source AI models through their Open Monetizable Loyal (OML) Models and Other Artifacts. OML models are open source, can be monetized, and are loyal to the builder's preferred alignment and safety rules. The OML protocol uses backdoor attacks as a basic primitive to tie ownership and monetization to the actual model. Sentient plans to attract and incentivize AI developers by offering distribution and revenue opportunities for their models. The platform will be released in a demo version at DevCon, with hackathons and limited circles experiencing it before that.

Himanshu's Twitter: https://x.com/hstyagi

Sentient's Twitter: https://x.com/sentient_agi

Chapters 00:00 Introduction and Funding in Crypto AI

03:29 The Vision: Building a Decentralized Alternative to Centralized AI

09:07 Creating an Open and Participatory AI Economy

14:51 Sentient as an AI Company: Building Models and Providing AI

19:38 The Potential of Crypto AI and Access to Capital

30:38 Attracting AI Talent and the Role of the Younger Generation

34:32 The Future of Crypto AI: A More Inclusive and Decentralized AI Economy

35:01 Solving the Monetization Problem of Open Source AI Models

44:41 Introducing OML Models: Open, Monetizable, and Loyal

48:31 Using Backdoor Attacks to Tie Ownership and Monetization

51:25 Attracting and Incentivizing AI Developers with Sentient

01:00:33 Upcoming Release and Hackathons at DevCon

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.

This episode features a discussion between four AI experts. The conversation explores the advantages and disadvantages of both centralized and decentralized AI and delves into topics such as data concentration, market power, security, and the future of AI. We discuss the potential risks and benefits of each approach and highlight the importance of competition, open source development, and user value in shaping the future of AI. The limitations of the current centralized paradigm and the need for a more distributed approach are also examined. The conversation touches on the implications of AI for national security and the importance of economic value capture. The role of distribution as a moat and the potential for smaller, more nimble companies to outperform larger ones are considered. The conversation concludes with a discussion on the tipping point for decentralized AI and the potential for exponential growth with the emergence of agents on blockchain. Ben's Twitter: https://x.com/fenbielding

Travis' Twitter: https://x.com/IridiumEagle

Michael's Twitter: https://x.com/mrink0

PD's Twitter: https://x.com/PonderingDurian

Read our reports on AI:

The Real Merge - https://members.delphidigital.io/reports/the-real-merge#random-walks-down-determined-paths-ef0b

The Tower and the Square - https://members.delphidigital.io/reports/the-tower-the-square

Chapters 00:00 Introduction and Overview

03:26 The Tower in the Square: Centralized vs. Decentralized AI

08:14 The Importance of Trustworthiness and Privacy

11:24 Differentiating Between AI Types and Incentive Structures

14:43 Consumer Preference and Convenience in AI Adoption

26:08 Security Concerns and the Fragility of Concentrated Power

30:54 Building a Competitive Alternative to Centralized AI

37:19 The Accidental Gold Rush and the Future of AI

38:19 Scaling Models and Open Source Solutions

40:17 The Debate: Scaling Laws vs. Alternative Approaches to AGI

44:21 The Limitations of the Centralized Paradigm and the Need for a Distributed Approach

48:02 AI and National Security: Implications and Challenges

53:48 Economic Value Capture and the Role of Distribution

01:09:00 The Moat of Distribution: Large vs. Small Companies

01:17:16 The Potential Disruption of Decentralized AI and Crypto

01:19:11 Different Business Models: OpenAI vs. Meta

01:20:49 The Commodification Risk of AI Models

01:22:42 Advantages of Trustless and Deterministic Execution in Crypto

01:29:52 The Financialization Potential of AI in the Crypto Space

01:41:49 The Tipping Point for Decentralized AI: Agents on Blockchain

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.

Berachain is an EVM-compatible L1 blockchain powered by Proof-of-Liquidity. Users earn the native token, BGT, by providing liquidity to applications on the chain. Join us as we speak to Berachain's cofounder on how the chain works, it's liquidity framework and the roadmap ahead! Smokey's Twitter: https://x.com/SmokeyTheBera Chapters 00:00 Introduction 08:37 Overview of Berachain: EVM-Compatible L1 Blockchain 16:03 Incentivizing Liquidity and Applications on Berachain 25:49 Combining Security and Liquidity on Berachain 28:07 Tying Liquidity to Security 30:31 Curating Applications in DeFi, Gaming, and Social 34:42 Raising Funds and Expanding Internationally 45:28 Attracting Established Projects and Supporting Struggling Applications 54:01 Incentive Design, Launch Plans, and Supporting the App Layer Ecosystem

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.

Rossen Yardanov, a core contributor to Azuro protocol, discusses the challenges and potential of prediction markets in the crypto space. He explains why prediction markets haven't taken off in the past and how Azuro is addressing these issues. Azuro is focused on making passive liquidity work in prediction markets, allowing anyone to play the role of the house and counter bets. They are also working on decentralizing the Oracle solution and improving dispute resolution. Azuro aims to be a middleware protocol that connects to any chain and provides tooling for builders to create prediction market applications easily. They are planning to launch their token and further decentralize governance in the future.

Rossen's Twitter - https://x.com/RossToTheFuture Yan's Twitter - https://x.com/yanliberman

Chapters

00:00 Introduction and Background

05:44 Challenges of Liquidity in Prediction Markets

13:19 Addressing Dispute Resolution in Prediction Markets

29:20 Token Launch and Future Plans

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.

The conversation explores the concept of attention as a driving force in the crypto market, particularly in the context of meme coins. It discusses how attention influences demand and behavior, and how it can be a valuable asset in itself. The conversation also touches on the importance of distribution and capturing attention in the success of crypto projects. It examines the role of fundamentals in the market and how attention can drive price and technology improvements. The conversation concludes with a discussion on how crypto has the potential to disintermediate the Web2 model of monetizing attention through the use of tokens. The conversation explores the impact of meme coins and the attention economy on the crypto space. It discusses the beauty of meme coins as they are not trying to be something they are not, and the pure speculation they represent. It also highlights the difficulty of disintermediating incumbents in the web2 space and the importance of the application layer in web3. The conversation delves into the potential of tokens as a new distribution channel and the ability to connect creators with fans. It also explores the role of AI in changing the way we interact with the internet and the potential for AI to disrupt the advertising business models of big tech giants. The conversation concludes with a discussion on the net impact of meme coins and the attention economy on the crypto space.

Kevin's Twitter - https://x.com/Kevin_Kelly_II Michael's Twitter - https://x.com/mrink0

Chapters

00:00 Introduction and Inspiration for the Report

04:25 The Long-Term Value of Attention

09:44 Distribution Channels and Capturing Attention

23:40 Disintermediating the Web2 Model with Tokens

33:38 The Beauty and Speculation of Meme Coins

34:57 The Importance of the Application Layer in Web3

40:16 Tokens as a New Distribution Channel

46:42 The Potential of AI in Changing Internet Interaction

53:40 Debating the Net Impact of Meme Coins and the Attention Economy

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.

Eigenlayer is a protocol for decentralized trust, allowing anyone to build new crypto applications without worrying about the source of trust. It enables other protocols to inherit the security of Ethereum by staking ETH and running the Ethereum protocol correctly. Eigenlayer also introduces the concept of Actively Validated Services (AVS), which consume decentralized trust from the Eigenlayer ecosystem. AVSs are verifiable SaaS (Software as a Service) that provide specialized services on top of Eigenlayer. Economic security is crucial for the short-term trust in blockchain systems, while social consensus operates on a longer time scale. The conversation explores the concept of economic security and the role of institutions in managing risks. It discusses the importance of protocols having sharp measured security and the need for regularizing risks in the crypto space. The conversation also delves into the idea of open innovation and the goal of empowering better services. The second part of the conversation focuses on the interplay between objective, subjective, and intersubjective faults in blockchain systems. It explains the need to bring social truth on-chain and the mechanism of forking to determine the true version of a token. The conversation concludes by highlighting the benefits of pooling security and the importance of isolation between financial applications and forking applications. EigenLayer's core premise is to provide decentralized trust to as many different applications as possible. The Eigen token is consumed by AVSs for intersubjective false and intersubjective staking. In the event of a fault, all AVSs must decide which token to follow within a lag period. Forking occurs after the 28-day period, with each AVS switching to one of the two forks. The system ensures that faults are adjudicated by a majority vote among eigenstakers. The AVSs are compensated for any faults, and the system remains secure as long as the transaction value is less than the attributable security. The Eigen token design went through multiple iterations, with the goal of finding the right balance between order and chaos. EigenLayer's view is that decentralized trust is the raw material of the crypto economy, and trustless composability is crucial. The project aims to bridge the gap between short-term utility and long-term merit. The success of EigenLayer's ecosystem was an emergent phenomenon, driven by the principles of reducing capital costs and incentivizing adoption. Sreeram's Twitter - https://twitter.com/sreeramkannan

Chapters

00:00 Introduction to Eigenlayer and Restaking

03:52 Verifiable SaaS: Actively Validated Services

14:31 The Importance of Economic Security

34:09 Managing Risks and Ensuring Economic Security

36:01 Open Innovation and Better Services

45:26 The Importance of Unit Matching in Economic Security

54:23 Bringing Social Truth On-Chain through Forking

01:03:53 Pooling Security and Elastic Scaling

01:07:31 Isolation: Maintaining Trust and Avoiding Centralized Influence

01:08:26 Decentralized Trust and the Eigen Token

01:09:25 Forking and Adjudication in EigenLayer

01:10:52 Balancing Order and Chaos in the Eigen Token Design

01:14:11 Bridging Short-Term Utility and Long-Term Merit in EigenLayer

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.

In this episode of the Delphi podcast, the co-founders of Drift Protocol, Cindy Leow, along with Arthur Hayes and Kyle Samani, discuss the vision and development of Drift, as well as the future of DeFi. They highlight the importance of censorship resistance and access to financial markets for all individuals, regardless of their location. They also discuss the advantages of building on Solana and the challenges of operating an app chain. The conversation covers topics such as cross-margin and cross-collateral, the democratization of finance through DeFi, the potential of tokenizing real-world assets, and the value of meme coin derivatives. The episode concludes with a discussion on the future of Drift, including plans for faster transactions and the internalization of MEV. The conversation covers various topics related to decentralized finance (DeFi) and the current state of the crypto market. The speakers discuss the advantages and challenges of decentralized exchanges (DEXs) compared to centralized exchanges, the potential for stablecoin innovation, the growth of DeFi, and the future of the crypto market. They also touch on the upcoming token generation event (TGE) for Drift Protocol. Cindy's Twitter - https://twitter.com/cindyleowtt Arthur's Twitter - https://twitter.com/CryptoHayes Kyle's Twitter - https://twitter.com/KyleSamani

Chapters

00:00 Introduction and Backgrounds

04:21 The Vision for DeFi

08:37 The Importance of Censorship Resistance and Access to Financial Markets

12:56 The Evolution of Drift Protocol

19:03 The Rise of Meme Coin Derivatives

21:19 Exploring Faster Transactions and MEV Capture

23:42 App Chain vs Monolith: Trade-offs and Considerations

26:58 The Future of Drift: Financializing Assets and Improving User Experience

30:48 The Value of Building on an L1 like Solana

31:43 The Advantages and Challenges of DEXs

34:39 The Potential for Stablecoin Innovation

38:03 The Growth of DeFi and Improving the Trading Experience

47:23 The Future of the Crypto Market

50:46 The Impact of Token Vesting Schedules

56:30 Factors Influencing the Crypto Market

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.

David Johnston discusses the Morpheus project, which aims to build a free future by providing individuals with their own personal AI. The project attracted significant interest and support through a fair launch, where users could stake their ETH and contribute to the project in exchange for tokens. The Morpheus network acts as a coordination platform between personalized AIs and a global network of services. The network uses a smart agent rank algorithm to recommend the best smart agents for specific tasks based on factors like reputation and usage. The fair launch model and token economics of Morpheus have attracted attention and may inspire other projects to adopt similar approaches. Morpheus Network has different buckets for rewarding contributors, including the code bucket, compute bucket, community bucket, capital bucket, and protection fund bucket. The code and compute buckets are important for providing value to the network. The code bucket rewards those who build the platform, while the compute bucket rewards those who provide computing resources. The community bucket rewards the builders of smart agents, and the capital bucket rewards those who provide capital. The protection fund bucket is for handling audits, bounties, and recovering from attacks. The network aims to strike a balance between proof of stake and proof of work. David's Twitter - https://twitter.com/DJohnstonEC Chapters

00:00 Introduction to Morpheus and its Goals

03:18 The Fair Launch Model and Attracting Support

05:16 The Role of the Morpheus Network

10:29 The Smart Agent Rank Algorithm

25:53 Understanding the Reward Mechanism

31:08 Rewarding Smart Agents and Compute Providers

34:56 Directing Rewards with Morpheus Token Holders

38:45 Creating an Ecosystem for Developers

45:01 Rewarding App Builders and Preventing Centralization

46:28 The Potential of Decentralized AI Models

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.

0G Labs is building the world's first modular AI chain that enables on-chain storage of training data, models, and the entire stack for crypto AI. Their DA layer provides high throughput and scalability, with a performance difference of 50,000 times better and 100 times cheaper than existing solutions. They aim to achieve Web2 parity on-chain for AI and promote transparency, traceability, and democratization of AI. 0G Labs is focused on making AI a public good and ensuring verifiability and alignment of models. Their roadmap includes launching the base infrastructure, introducing custom consensus, and expanding AI support and capabilities. Michael's Twitter - https://twitter.com/mheinrich

Ming's Twitter - https://twitter.com/spark_ren

Jason's Twitter - https://twitter.com/zenghbo Chapters

00:00 Introduction

17:42 The DA Layer: High Throughput and Scalability

29:13 Promoting Transparency and Democratization of AI

38:54 Differentiators of Zero G Labs

51:28 Roadmap and Future of Crypto AI

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.

GRASS (GetGrass.io) is a viral crypto AI project built on Solana that aims to scrape and validate internet data for AI training. The name 'GRASS' was chosen for its memeability and metaphors. The project addresses the scarcity of quality data and the control of web data by a few companies. It also tackles the unfairness of companies scraping data from residential networks without compensating users. GRASS is a network of 2 million devices that scrape and clean web data in real-time. The data collected by GRASS can be used for training specialized AI models, fine-tuning models, and real-time inference. GRASS is a web scraping protocol that aims to democratize access to public web data and enable the creation of AI models. The protocol allows users to download a browser extension or mobile app that scrapes data from websites and contributes it to the GRASS network. The data is then validated and stored on a decentralized network of nodes. GRASS aims to provide transparent and verifiable data, ensuring fairness and preventing bias in AI models. The protocol is built on the Solana blockchain for its speed, scalability, and innovation. Andrej's Twitter - https://twitter.com/0xdrej Chapters 00:00 - Introduction to GRASS

17:00 - Utilizing GRASS Data for AI Models and Inference

26:04 - Amassing Users and the Mission of GRASS

34:26 - Transparency and Privacy in Data Collection

44:36 - Tracking and Authenticating Data Sources

55:05 - Representing Every Region and Culture 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.

Josh, the co-founder of Astria, discusses the journey from data availability layers to building a shared sequencer network. He explains the concept of shared sequencing and its advantages, such as amortizing the cost of engineering and providing a competitive experience for rollup developers. He also addresses the trade-offs and constraints of using a shared sequencer, including the block time and potential lock-in. Josh highlights the target market for shared sequencers and the potential value accrual in a world where multiple rollups tap into the same shared sequencer. Astria is focused on building a shared sequencer for rollups, which allows for faster and more cost-effective transactions. The market is still evaluating the cost and security trade-offs of shared sequencers versus centralized providers. The architecture of a shared sequencer relies on a distributed network, but it remains to be seen if it can be cost-competitive in the market. There is also an ideological question of where to draw the line between a developer building an app-specific rollup on a centralized sequencer and writing to a base layer. The landscape of optimistic rollups versus ZK rollups is constantly evolving, with ZK technology progressing significantly. Base sequencing refers to rollups that are purely dependent on the block producers of the L1, while shared sequencing involves a separate sequencing layer. Astria's go-to-market strategy involves vertically integrating and building their own rollups on top of the shared sequencer to demonstrate its viability. ⁠Josh's Twitter - https://twitter.com/Jskybowen Chapters 00:00 Introduction and Background 17:14 Target Market for Shared Sequencers 25:11 Value Accrual in a World with Shared Sequencers 32:41 The Evolving Landscape of Optimistic Rollups and ZK Rollups 44:11 The Definition and Challenges of Base Sequencing 50:41 Astria's Go-to-Market Strategy: Vertically Integrating and Building Their Own Rollups 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.

Integral is a financial operations and accounting platform for companies with Web3 assets. It simplifies financial workflows and provides real-time access to financial information. The platform saves businesses time and frustration by automating tasks such as bookkeeping, payroll, and payments. Integral enables companies to manage their crypto assets, track transactions, and generate financial statements easily. It also facilitates global operations, complex money flows, and multiple asset classes. The platform is part of the larger transformation in capital formation and the redefinition of companies in the Web3 era. Integral is an accounting software for the future of composable Web3 companies. It aims to facilitate the operations of businesses beyond just accounting, including tax, payments, payroll, and financial planning. By providing accurate and real-time data on business finances, Integral enables founders and large corporations to make better decisions and manage their assets more effectively. The platform also offers benefits such as reducing the need for internal controllers, automating processes, and improving efficiency. Integral serves a range of clients, including startups, large brands like Nike, and VC firms. The company is also exploring the use of AI to enhance legibility and provide proactive recommendations.

• Gui's Twitter⁠
• Avi's Twitter
• Drew's Twitter

Chapters

00:00 - Introduction and Background

08:39 - Overview of Integral and its Benefits

31:25 - The Composable Nature of Integral in the Web3 Era

45:13 - Enhancing Legibility and Providing Proactive Recommendations with Integral

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.

io.net is a distributed training and inference project built on Solana. They aim to solve the problem of the GPU shortage in the AI industry by building a decentralized network that connects underutilized GPUs from multiple sources. Ionet uses clustering technology to combine GPUs from different geographic locations, allowing for more efficient and cost-effective AI compute. They are attracting both web2 and web3 customers, with a focus on inferencing, which makes up the majority of the market. The goal is to decentralize the AI ecosystem and prevent big tech companies from controlling all aspects of AI. io.net is a decentralized AI network that provides GPU compute power for AI workloads. They are focused on solving the compute aspect of decentralized AI and offer a network of choice for users to perform inference, fine-tuning, and training. The team is driven by a sense of urgency and executes quickly, following operational best practices. They have a disciplined go-to-market approach, targeting Series A to seed-generated AI companies. io.net aims to be the currency at the center of decentralized AI and is exploring the possibility of building a decentralized model marketplace and expanding into other areas like gaming and zero knowledge.

• Tory's Twitter

Chapters

00:00 Introduction to Ionet

01:03 Solving the GPU Shortage

13:24 Attracting Web2 and Web3 Customers

27:51 Building a Decentralized Model Marketplace

29:47 The Role of Crypto in Incentivizing Participants

32:37 Easy Onboarding for GPU Workers

34:00 Organic Demand and Onboarding Sales Process

37:20 Choice and Flexibility in Compute Options

43:22 Conquering the Three Key Stakeholders in Decentralized AI

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.

The conversation explores the concept of Layer 3 (L3) blockchains and their potential impact on the crypto industry. L3s offer unlimited customizations with near-zero gas fees, allowing for limitless creativity and experimentation. The discussion focuses on Degen, a community built on the L3 chain, and its journey from a tipping functionality on Forecaster to launching its own L3. The founders of Syndicate, the team behind Degen's L3, explain the need for L3s and the benefits they provide to different types of applications. The conversation also touches on the future of L3s and the potential for further customization. Degen Chain, an L3 solution built on top of Ethereum, offers low gas fees and customization options for developers. The ability to customize blockchains is seen as a powerful feature, and Degen Chain aims to pull customizations from startups specializing in that space. L3s are designed for customized functionality, while L2s are for scaling. Interoperability between L3s is a vision that many in the space are pursuing, and there are different approaches to achieving it. The security and value capture of Ethereum are important considerations, but the focus should be on usage and adoption. Degen Chain is just the beginning, and there is excitement about the future development and growth of on-chain communities.

• Ian's Warpcast
• Will's Warpcast
• Jacek's Warpcast

Chapters

00:00 Introduction and Disclosures

01:06 Understanding Layer 3 (L3) Blockchains

11:50 Benefits of L3s for Different Types of Applications

29:18 Degen Chain: Low Gas Fees and Customization

31:06 L3s vs L2s: Customized Functionality vs Scaling

32:04 Interoperability: A Vision for L3s

34:32 Usage and Adoption: The Key Metrics

36:30 The Future of On-Chain Communities

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.