The Delphi Podcast – Details, episodes & analysis

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.

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.

Our fourth DISRUPTORS guest, Raoul Pal, is the Co-founder and CEO of Real Vision & Global Macro Investor (GMI). Being a foremost thought leader within the global macro space, Raoul shares his outlook on the unprecedented conditions today through the lens of a sound macro framework.

What are the implications of money demand destruction? Are we heading into a recession? What does this all mean for crypto? Tune in to find out.

Show Notes:

(00:00:00) – Introduction.

(00:05:51) – Demand destruction.

(00:07:02) – The big picture.

(00:22:35) – The dollar wrecking ball.

(00:24:32) – Rising rates.

(00:27:30) – Putting it all together.

(00:36:24) – How does it play out for crypto?

(00:44:46) – Q&A.

Social links:

• Raoul’s Twitter
• Raoul's LinkedIn
• Real Vision Twitter

Resources:

• GMI Website
• Real Vision Website

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

We sit down with Colin Brady (Chief Creative Officer) and Luke Paglia (Chief Operating Officer) from AMGI Studios, the team behind My Pet Hooligan, a desktop PvP video game that takes place in their proprietary Metaverse The Rabbit Hole. We discuss the cultural impact of strong IP, Hooligram technology, Pixar-level expressiveness in-game, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:37) – The power of a global brand / strong IP.

(00:10:33) – Overview of AMGI Studios.

(00:16:30) – User generated content, immi, and Hooligrams.

(00:28:26) – Dive into My Pet Hooligan.

(00:46:17) – Roadmap and alpha release.

(00:52:54) – Closing thoughts.

Social links:

• Colin’s Twitter
• Luke’s Twitter
• My Pet Hooligan Twitter
• AMGI Studios Twitter

Resources:

• My Pet Hooligan Website
• My Pet Hooligan Orange Paper
• AMGI Studios Website 
• AMGI Youtube

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Blake Robbins is the Principal at Benchmark, an early stage VC firm focused on social, mobile, local, and cloud companies. We dive into all things crypto gaming, how crypto will change the creator economy, finding medium-native use cases, and much more.

Blake is a thought leader in the gaming and creator scene. He has helped to build 100 Thieves, one of the largest eSports brands in the world, and worked with top creators like MrBeast.

Show Notes:

(00:01:02) – Blake’s story.

(00:10:58) – The creator economy.

(00:18:00) – The state of crypto gaming.

(00:23:17) – Creating a metagame within games.

(00:28:35) – Player governance.

(00:32:27) – Crypto as a new canvas.

(00:38:21) – Exciting primitives and tooling.

(00:41:36) – Investing approach and philosophy.

(00:48:10) – Rapid fire questions.

Social links:

• Blake’s Twitter
• Benchmark Twitter

Resources:

• Blake’s Website
• Benchmark Website
• Creator Economics Youtube

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we sit down with Friktion Labs’ Co-founders, Uddhav Marwaha (CEO) and Alex Wlezien (CTO). Friktion is a full-stack portfolio and risk management platform for individuals, DAOs, and institutions built on Solana. We talk about portfolio construction strategies with Friktion’s Volts, DAO treasury management through Circuits, outlook on crypto derivatives, and much more.

Show Notes:

(00:00:28) – Guests’ backgrounds.

(00:03:30) – Introduction to Friktion and derivatives.

(00:10:26) – Friktion’s auction mechanism.

(00:17:06) – The options OTC market and AMMs.

(00:22:10) – Friktion Volts.

(00:27:34) – Circuits and portfolio construction.

(00:38:12) – Asset correlation in crypto.

(00:41:37) – Catalysts for structured products.

(00:53:16) – Friktion’s onboarding process.

(00:55:12) – The growth of crypto derivatives.

(01:02:02) – Conceptualizing Friktion’s token?

(01:04:14) – Closing.

Social links:

• Uddhav’s Twitter
• Alex’s Twitter
• Friktion Twitter

Resources:

• Friktion Website
• Friktion Docs 
• Friktion’s Circuits
• Friktion Forum

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

This is a bonus episode of our crypto venture capital series. Tommy Shaughnessy hosts Ryan Zurrer, Founder and Managing Director of Dialectic AG. We discuss being early to narratives, filtering potential investments, thoughts on the bear market, and much more.

Dialectic AG is a capital enterprise focused on delivering outlier returns via synergistic deployment of human and financial capital into alternative assets and compelling, globally diversified opportunities.

Show Notes:

(00:00:00) – Introduction.

(00:02:36) – How to be early / staying open minded.

(00:10:35) – Exciting new communities.

(00:19:52) – Thoughts on investment DAOs.

(00:30:32) – Sizing, portfolio construction, and filtering.

(00:45:21) – Giving valuable advice to teams.

(00:55:15) – Skepticism, first-mover advantage, and communities.

(01:08:06) – Thoughts on founders.

(01:16:52) – Twitter and crypto social.

(01:29:32) – Thoughts on NFTs.

(01:43:33) – Cycles and bear Market.

(01:55:25) – Closing.

Social links:

• Ryan’s Twitter
• Dialectic Twitter

Resources:

• Dialectic Website
• Our Crypto Venture Capital Series

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

In this episode, we sit down with David Johansson, Founder and CEO of MetaKing Studios, the team behind BLOCKLORDS, a medieval grand strategy game where players shape its world and narrative. We dive into the core pillars of gameplay, breeding and battle mechanics, integrating seasons and dynasties, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:44) – David’s background.

(00:16:24) – BLOCKLORDS origin.

(00:20:43) – Overview of BLOCKLORDS.

(00:29:02) – Game rollout.

(00:33:10) – Lords and civil war.

(00:36:08) – Game mechanics and king gameplay.

(00:45:59) – The dynasty system.

(00:52:42) – Breeding and seasons.

(00:55:48) – Upcoming events.

Resources:

• David’s Linkedin
• BLOCKLORDS Twitter
• BLOCKLORDS Website
• BLOCKLORDS Whitepaper

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.

Stani Kulechov is the Founder of Aave and Lens Protocol, a composable and decentralized social graph that makes building Web3 social platforms easy. We discuss tokenizing online social relationships, giving online social ownership to the users, algorithm tweaking, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:02:42) – What is Lens Protocol?

(00:09:16) – Web3 and social graphs.

(00:19:11) – What a decentralized social graph will unlock.

(00:33:13) – Web3 social business models.

(00:38:48) – Will Lens social graphs become more valuable than Web2 social graphs?

(00:42:57) – Apps building on top of Lens.

(00:47:43) – Lens’ success.

(00:50:53) – What keeps Stani going?

Resources:

• Stani’s Twitter
• Lens Protocol Twitter
• Lens Protocol Discord
• Lens Protocol Website

More

• 📺 Watch Video Interviews
• 💬 Follow Delphi Podcast on Twitter
• ✅ Follow Delphi Digital on Twitter
• 🧠 Access Delphi's Research

Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi’s transparency page can be viewed here.