Episodes
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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 TwitterChapters
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. Delphiâs transparency page can be viewed â â â â â â â hereâ â â â â â â .
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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 WarpcastChapters
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. Delphiâs transparency page can be viewed â â â â â â hereâ â â â â â .
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Missing episodes?
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In this conversation, Jeff from Nous Research discusses their work on open source models and the BitTensor subnet. They address the challenges of ranking models on platforms like Hugging Face and the need for a more reliable and commercially viable model ranking system. Nous Research has developed Nous Hermes, an open source model that can be fine-tuned to follow specific instructions. They also created the BitTensor subnet, which allows developers to submit their models and rank them against synthetic data generated by GPT-4 and Claude. The goal is to approximate the state-of-the-art models and incentivize the creation of high-quality models. The conversation explores the potential of synthetic data generation, the future of model selection, the world simulator and amorphous applications, the intersection of AI and crypto, concerns and risks in the crypto AI space, the inevitability of AGI, the role of crypto in AI, regulation and over-regulation in crypto AI, the potential interaction between AGI and centralized systems, proof of personhood and verifying authenticity, and Nous Research's mission and focus.
Jeffrey's twitterChapters
00:00 Introduction to Noose Research and Open Source Models
07:12 Overview of Nous Hermes and Fine-Tuning Models
26:30 Challenges with Open Source Models and the Need for BitTensor
32:10 Ranking and Reputation in BitTensor Subnet
34:27 Approaching GPT-4 with BitTensor
37:42 The Potential of Synthetic Data Generation
39:07 The Future of Model Selection
41:29 The World Simulator and Amorphous Applications
44:48 The Intersection of AI and Crypto
48:32 Concerns and Risks in the Crypto AI Space
51:17 The Inevitability of AGI
53:35 The Role of Crypto in AI
56:01 Regulation and Over-Regulation in Crypto AI
58:52 The Potential Interaction Between AGI and Centralized Systems
01:05:24 Proof of Personhood and Verifying Authenticity
01:10:04 Nous Research's Mission and Focus
01:12:26 Attracting AI Developers to Nous Research
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. Delphiâs transparency page can be viewed â â â â â hereâ â â â â .
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Recorded Live at ETH Denver 2024, this conversation explores the intersection of crypto and AI, discussing the need for decentralized AI models and the challenges of achieving this. The participants highlight the importance of keeping AI open and driven by people, rather than organizations. They discuss the potential of blockchain and Web3 technology to enable new business models and address the limitations of centralized AI companies. The conversation also touches on the role of incentives and tokens in driving innovation in the crypto AI space. The discussion concludes with an examination of BitTensor and the potential for future advancements in crypto AI. The conversation explores various themes related to the intersection of crypto and AI. It discusses the value of outside judgment in rating AI systems, the concept of a hive mind, and exciting use cases in the crypto and AI space. The projects AGI Guild and Morpheus are highlighted, along with the decentralized data warehouse Space and Time. The potential of utilizing unused data in DeFi protocols and the decentralized chat GPT platform MyShell.ai are also discussed. Concerns about OpenAI's dominance, the collaboration between Web2 and Web3, and the concept of zero party data are explored. The conversation also touches on the potential of data DAOs and crowdsourcing, the idea of minimum viable centralization, and the inflection point of decentralized AI and compute. Tangible innovation in ZKML and decentralized data, the importance of edge compute, and the need for decentralized inference are further examined.
Casey's Twitter Colin Gagich Vassilis TwitterChapters
00:00 Introduction and Background
01:54 The Need for Crypto and AI
06:29 Challenges of Decentralizing AI
09:18 Building Better Models with Web3
13:31 Innovation and Value in Crypto AI
19:11 BitTensor and the Future of Crypto AI
24:18 The Value of Outside Judgment
25:14 The Concept of a Hive Mind
25:43 Exciting Use Cases at the Intersection of Crypto and AI
26:33 AGI Guild and Morpheus Projects
27:32 Space and Time: Decentralized Data Warehouse
29:26 Utilizing Unused Data in DeFi Protocols
29:53 Decentralized Chat GPT with MyShell.ai
30:48 Concerns about OpenAI's Dominance
34:00 Web2 and Web3 Collaboration
35:11 The Concept of Zero Party Data
37:30 The Potential of Data DAOs and Crowdsourcing
38:06 Minimum Viable Centralization
40:29 The Inflection Point of Decentralized AI and Compute
43:45 Tangible Innovation in ZKML and Decentralized Data
45:35 The Importance of Edge Compute
46:30 The Need for Decentralized Inference
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. Delphiâs transparency page can be viewed â â â â hereâ â â â .
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In this episode, Tommy and Santiago interview Ethan Sun, the co-founder of MyShell, a decentralized platform for creating and staking AI native applications. They discuss the evolution of AI over the past decade, the importance of consumer-facing applications, and the potential for AI to enhance daily life. Ethan explains how MyShell empowers creators to easily build AI experiences and the role of incentives in the platform's ecosystem. They also explore the future of MyShell, its competition, and the scalability challenges in the AI crypto space. In this conversation, Ethan Sun, the co-founder of MyShell, discusses the future of AI agents and the potential for personalized AI companions. He explores the idea of AI agents that understand individual needs and can perform tasks without explicit instructions. The conversation also touches on the improvement of underlying models and the role of human feedback in reinforcement learning. Ethan shares his thoughts on the differences between OpenAI and Crypto AI and the potential for crypto to empower the open source community. He discusses MyShell's end game and the importance of creators in the platform. The conversation concludes with a discussion on the challenges of incentivizing different parties within the system.
Takeaways
MyShell is a decentralized platform for creating and staking AI native applications. The focus of MyShell is on consumer-facing applications that enhance daily life. The platform makes it easy for non-technical creators to build AI experiences without coding. Incentives play a crucial role in the MyShell ecosystem, rewarding creators and users for their contributions. The future of AI agents lies in personalized companions that understand individual needs and can perform tasks without explicit instructions. Improving underlying models and gathering human feedback are crucial for enhancing AI agents and reinforcement learning. Crypto AI has the potential to empower the open source community and provide incentives for creators to monetize their work. MyShell aims to create a platform that enables creators to build personalized AI applications and attract a wide range of users. The hardest party to incentivize within the system is the creators, who play a crucial role in unifying models, users, and stakeholders.Chapters
00:00 Introduction and Background
03:01 The AI Stack and MyShell's Focus
07:01 Creating AI Experiences on MyShell
09:47 Easy Creation of AI Experiences
12:45 Applying Incentive Models to AI
16:34 Incentivizing Creators and Users
27:41 Competition and Differentiation
32:41 Web2 vs Web3 and Scalability
39:42 The Future of AI Agents
42:23 Improving Underlying Models and Data
45:04 Creators' Ideas and Applications
48:42 OpenAI vs. Crypto AI
51:09 Crypto's Impact on Open Source
56:02 MyShell's End Game
01:00:08
AGI and Human Feedback
01:04:19 Ratio of Creators to Users
01:06:40 Excitement and Concerns about Crypto AI
01:09:47 Incentivizing Supply and Demand
01:10:16 The Importance of Rules and Restrictions
01:12:04 Blockchain Infrastructure and Deployment
01:14:17 Hardest Party to Incentivize
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. Delphiâs transparency page can be viewed â â â hereâ â â .
As an additional disclosure, Delphi Ventures is invested in MyShell.AI
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In this podcast, we dive deep into the world of Bitcoin scalability solutions with Orkun Kilic, the co-founder and CEO of Chainway Labs, the company behind Citrea - Bitcoin's first zero-knowledge (ZK) rollup.
Orkun provides a detailed background on the journey that led to the creation of Citrea, explaining how recent upgrades to Bitcoin's protocol like SegWit, Taproot, and the Ordinals protocol paved the way for new possibilities by enabling arbitrary data storage on the blockchain. This opened up a design space for building scalable layer 2 solutions on top of Bitcoin.
The core innovation behind Citrea is the use of ZK proofs and the groundbreaking BitVM (Bitcoin Virtual Machine) primitive to create a trust-minimized bridge between Bitcoin's base layer and the Citrea rollup. Orkun goes into the technical depths of how BitVM works, allowing off-chain virtual machine computations to be proven valid on Bitcoin's blockchain through an interactive fraud proof verification game.
Citrea's EVM compatibility and the plan to attract developers by tapping into Bitcoin's trillion-dollar liquidity are covered in-depth. Orkun envisions Citrea becoming a "programmable liquidity layer" enabling DeFi protocols, stablecoins, and innovative decentralized applications while inheriting Bitcoin's security and decentralization.
With its comprehensive technical insights and forward-looking perspectives, this episode is for anyone interested in the future of programmable money on Bitcoin.
Key Links
Citrea: https://citrea.xyzSocials
Orkunâs Twitter Can's Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Bitcoin, Citrea, ZK Rollup, Scalability, BitVM, Optimistic Bridge, BTC, Programmable Liquidity, Developer Ecosystem, DeFi, Stablecoins, Decentralized Applications, Turing-Complete, Trust-Minimized, Ordinals, Taproot, SegWit, Data Compression, State Diffs, Throughput, Adoption, Ethereum, Layer 2 (L2), Chainway,
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In this episode, Keith Singery, a prominent validator and thought leader in the Bittensor ecosystem sits down with Tommy and Michael to share his unique perspective on the project's mission to democratize AI and create a decentralized alternative to the centralized models dominating the field.
They delve into the intricate dynamics of Bittensor, including the incentive mechanisms that fuel the network's miners and validators, the potential for a "Cambrian explosion" of specialized AI models, and the vision of a future where individuals can customize their own AI assistants tailored to their needs and values.
Keith passionately argues for the necessity of decentralized AI as a counterweight to the increasing control of tech giants over our access to information and the shaping of our worldviews. Drawing parallels to the open-source software movement, he paints a compelling picture of a world where the intelligence landscape is shaped by the collective efforts of the many, rather than the dictates of the few.
This wide-ranging conversation touches on fascinating topics such as the potential for AGI to emerge from decentralized networks, the role of crypto incentives in driving AI development, and the challenges of monetizing the Bittensor ecosystem.
Whether you're a crypto enthusiast, an AI aficionado, or simply someone intrigued by the cutting edge of technology, this episode offers a thought-provoking glimpse into the future of decentralized intelligence.
Key Links
Bittensor: https://bittensor.com Keithâs Podcast: https://bittensor.guruSocials
Keithâs Twitter Michaelâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Bittensor, Decentralized AI, Open-Source Models, Incentive Mechanisms, AGI, Democratizing AI, Crypto Incentives, AI Monetization, Keith Singery, BitTensor Validator, AI Ethics, Customizable AI Assistants, Michael Rinko, Tommy Shaughnessy, TAO, AI, ChatGPT, OpenAI, Crypto, $TAO, #TAO.
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In this episode, Keone Hon dives deep on Monad, a high-performance Ethereum-compatible layer 1 blockchain focused on delivering high performance and drastically lower transaction costs.
We discuss Monad's key technical innovations like MonadBFT consensus, parallel execution, and a custom database enabling 10,000+ TPS. Keone explains how these breakthroughs allow complex 100K gas transactions costing just a fraction of a cent, 100x cheaper than even leading Layer 2s.
We also explore how Monad achieves this while maintaining decentralization and a rich developer experience via full EVM equivalence. Tune in to learn why Monad could be a game changer for builders and users looking maximize performance and minimize costs.
Key Links
Monad: https://www.monad.xyzSocials
Keone's Twitter Monadâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
As an additional disclosure, Tom Shaughnessy the host is an angel investor in Monad.
Keywords
Monad, Keone Hon, EVM, Layer 1, high performance, low cost transactions, Ethereum Virtual Machine, EVM compatible, parallel execution, consensus, decentralization, developers, Monad xyz, Tommy Shaughnessy, Delphi Digital, Delphi, Crypto, Cryptocurrency, Ethereum,
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Simon Harman, founder of decentralized cross-chain swap protocol Chainflip, joins us for an in-depth discussion on the future of trading in crypto.
We cover the motivation behind building a decentralized exchange focused on major layer 1 assets like Bitcoin and Ethereum, the technical challenges with supporting Bitcoin, and how ChainFlip achieves fast, no-slippage swaps.
Simon explains ChainFlip's advanced liquidity architecture including the JIT AMM, which allows liquidity providers to bid on trades in real-time. We discuss the debate around active versus passive liquidity and why active liquidity management is essential for competitive pricing.
Looking at sustainability and security, Simon shares his views on how to define profitability for DeFi protocols and how ChainFlip captures value to incentivize FLIP token holders. He also walks us through ChainFlipâs extensive testing and processes to prevent hacks.
With cross-chain interoperability on the rise, we get Simonâs thoughts on the app chain thesis and why application-specific blockchains have advantages over generalized smart contract platforms.
Key Links
Chainflip: https://chainflip.ioSocials
Simonâs Twitter Chainflipâs Twitter Can's Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Decentralized exchange, DEX, Cross-chain swaps, Bitcoin swaps, Ethereum swaps, Trading, Liquidity, Tokenomics, Sustainability, Security, ChainFlip, Simon Harman, Tommy Shaughnessy, Can Gurel, Crypto, Cryptocurrency, Cross Chain, Exchange, Bitcoin, Ethereum,
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Logan Jastremski, Co-founder of Frictionless Capital, sits down for an in-person podcast with Tommy to discuss scaling solutions for high throughput blockchains. They dive into integrated chains like Solana versus modular approaches like Celestia, balancing decentralization and performance, Layer 2 rollups, the differences between downtime and reorgs, and more. Logan breaks down his views from a first principles perspective and where he thinks the infrastructure is heading long-term.
Join them as they unravel the future of high throughput blockchains through an enlightening exchange of ideas and expert analysis.
Key Links
Frictionless Capital: https://www.frictionless.fundSocials
Loganâs Twitter Frictionless Capitalâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
crypto, blockchain, decentralisation, censorship resistance, transaction speeds, scalability limitations, data availability sampling, throughput bottlenecks, layer 2 rollups, sharding, virtual machines, consensus mechanisms, nakamoto coefficients, nodes, amortisation, sustainability, solana, celestia, high throughput, logan jastremski, frictionless, frictionless capital, high throughput blockchain scaling, intergrated chains,
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Guy Young joins Delphi Ventures' Yan Liberman to discuss Ethenaâs novel approach to creating a stablecoin that is censorship-resistant, scalable, and yield-generating.
We explore how Ethena achieves these goals through a crypto-native stablecoin called USDE that generates yield by collateralizing staked ETH and shorting ETH futures. The conversation provides unique insight into the mechanics and incentives underlying USDE's design.
We also discuss second-order implications of the product capturing significant market share in the future and explore pathways for further decentralization over time. The episode sheds light on an innovative stablecoin built to be resilient across market cycles. It serves as a fascinating case study on the delicate balance between pragmatism and principles in crypto design. We also touch on future opportunities to integrate USDE's outsized yields into DeFi protocols in synergistic ways as adoption grows.
Key Links
Ethena Labs: https://www.ethena.fiSocials
Guyâs Twitter Ethena Labsâs Twitter Yanâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â . DV is an investor in Ethena.
Keywords
stablecoin, yield farming, ethereum staking, futures basis trading, dual asset collateralization, decentralized finance (DeFi), total value locked (TVL), market resilience, open interest, cryptocurrency adoption, tokenomics, crypto derivatives, lending protocols, money markets, fixed income, decentralized governance, stablecoin regulations, tether, market share, proof of stake economics, staked cryptoassets, USDE, ethena, ethena labs, USDC,
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AI innovation is accelerating rapidly, but centralized control threatens equitable access and distribution. Can decentralized coordination unlock AI's full potential?
We explore this question with Upshot CEO Nick Emmons on his mission to decentralize AI models and architect mechanisms for specialized models to work together.
We dive into Upshot's network architecture, machine learning pricing models for NFT valuations and DeFi, reimagining incentives and IP protections, challenges facing decentralized models, and whether crypto startups can realistically compete against data and talent-rich Big Tech.
Get Nick's forward-looking view on if decentralization can reshape access, power, and innovation in AI - as well as predictions on AGI evolution timelines and crypto's role in advancing an open and participatory AI future.
Don't miss this forward-looking glimpse into the AI decentralization uprising from one of its leading voices.
Summary:
The vision and roadblocks for decentralizing AI models outside of Big Tech's walled gardens Architecting coordination mechanisms for specialized AI models to work together Reimagining the crypto-AI stack from data to models to applications Ensuring model IP protections while enabling collective intelligence Who wins? Evaluating if crypto startups can realistically compete against AI giants Predictions on AGI timelines and decentralization impacting accessKey Links
Upshot: https://upshot.xyzSocials
Nickâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Additional disclosure: Upshot is a Delphi Ventures portfolio comp
Keywords
Decentralized AI, AI centralization, crypto vs Big Tech, decentralized AI models, AI coordination mechanisms, crypto AI stack, financial AI models, NFT valuations, AI incentives, model IP protection, collective intelligence, specialized AI models, verifiable AI, generative AI models, AI infrastructure, AI applications, AI, UpShot, BitTensor, Nick Emmons, Delysium, AGI, TAO, Proof of Alpha, NFT, DeFi, DePin
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Ala Shaabana joins us to discuss the compelling vision behind Bittensor - a decentralized network aiming to democratize access to AI models and development. He provides an inside look at the technical architecture and incentives powering this novel system.
We delve into recent events highlighting flaws in centralized AI governance, using OpenAI's board drama as a case study. Ala contrasts this with Bittensor's community-driven approach to align AI progress with shared human values.
Beyond technical details, we explore philosophical questions around AI development pathways. Ala weighs a future of continued concentration in big tech versus decentralized progress through platforms like Bittensor. He makes a thoughtful case for the latter route to drive innovation equitably.
Touching on applications built atop Bittensor, intriguing use cases emerge from specialized subnets meeting localized needs unattainable via generalized models from a single provider. Ala sees room for growth across research, commercial applications and hobbyist experimentation alike.
He also discusses Bittensor's roadmap to dissolve its own foundation over time, completing the decentralized vision through demonstrable self-governance. This podcast provides a window into next-generation infrastructure springing up to unlock AI's benefits to society in an inclusive way.
Show Notes
Website: bittensor.comSocials
Alaâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
BitTensor, Ala Shaabana, Decentralized AI, AI Governance, Validator, Miner, Subnet, OpenAI, TAO Token, $TAO, AI, Bitcoin, Ethereum, Crypto Exchange, Digital assets, Decentralization, Crypto Regulation, Crypto Investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency Adoption, Future of money, Financial Freedom
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Robert Leshner has been at the forefront of DeFi since founding Compound in 2017. Now he's on a mission to bridge traditional finance and crypto with his new venture, SuperState.
In this episode, Robert provides an inside look at SuperState's plans to tokenize real-world assets like US Treasuries, allowing crypto protocols to access their yields. He explains why asset tokenization has been slower than expected, citing lack of demand for esoteric assets targeted in early experiments.
They discuss how Treasuries are an ideal first asset class to tokenize due to high investor demand and yields above what's available on-chain today. Robert believes bringing real-world assets on-chain will transform finance by making them programmable and composable.
Reflecting on lessons from Compound, Robert explains how SuperState is taking an institutional investor-focused approach from the start. He also shares his perspective on the current DeFi landscape and what he looks for when investing in early-stage founders.
Robert provides unique insights only someone of his experience could offer. He remains focused on the big picture - bridging TradFi and crypto to expand what's possible in DeFi.
Show Notes
Website: Superstate Email: [email protected]Socials
Robertâs Twitter Superstateâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Tokenization, T-Bills, Yield, Real World Assets, Compound, SuperState, DeFi, Crypto, Treasuries, Blockchain, Bitcoin, Ethereum, Crypto Exchange, Digital assets, Decentralization, Crypto Regulation, Crypto Investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency Adoption, Future of money, Financial Freedom
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How do experienced crypto investors analyze and adapt their strategies over time? Get insights from Chris Burniske, partner at Placeholder VC, on the firm's journey investing in crypto networks.
From Bitcoin's early days to Ethereum's rise and now Solana, Chris explains their evolving philosophy. He shares thoughtful perspectives on building founder relationships, managing liquidity, evaluating growth vs. value, and more.
For investors interested in understanding crypto networks, this episode provides an insider's view on crypto venture investing. Join the conversation!
Show Notes
PlaceholderSocials
Chrisâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Venture Capital, Crypto Investing, Bitcoin, Ethereum, Solana, Liquidity Events, Founder Relationships, Network Effects, Growth Strategy, Placeholder, Value Strategy, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
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Co-founders of Offchain Labs, Ed Felten and Steven Goldfeder take us back to 2014, when a classroom idea sparked their vision for scaling before Ethereum even launched.
Learn why they believe interactive fraud proofs provide unparalleled security guarantees compared to ZK-rollups, and dive into how these fraud proofs technically work.
Gain valuable perspective from Felten and Goldfeder on the flaws plaguing zero knowledge proofs and the overly optimistic claims made about their capabilities.
Whether you're a developer evaluating layer 2s or an investor tracking the scaling wars, don't miss these insights from pioneers in the space who've been thinking about these problems longer than almost anyone else.
Socials
â Steven's Twitterâ â Edâs Twitterâ â Tommyâs TwitterâFollow Delphi Digital
Website: â â â https://members.delphidigital.io/homeâ â â Twitter: â â â https://twitter.com/Delphi_Digitalâ â â Youtube: â â â https://www.youtube.com/@Delphi_Digitalâ âDisclosures
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. Delphiâs transparency page can be viewed â â â hereâ â â .
Keywords
Ethereum, Scaling, Layer 2, Rollups, Arbitrum, Optimistic rollups, ZK rollups, ZK Proofs, Fraud proofs, Decentralization, Sequencer, Proof Systems, Ethereum Future, Web3 Scaling, Cryptocurrency, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
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Eli Ben-Sasson, Co-founder and President of StarkWare, joins this podcast episode to discuss scaling blockchains like Ethereum with ZK proofs and validity rollups. He provides an in-depth look at how StarkWare is using its Cairo language and ZK-VM to enable scalability, privacy, and computational integrity on Ethereum. Topics covered include:
The role of Ethereum and validity rollups in the future ZK landscape Surprises and innovations in ZK proof research Pros and cons of ZK-EVMs vs ZK-VMs for blockchain scaling StarkWare's technology for asserting computational integrity On-chain gaming and other applications uniquely enabled by ZK proofs Decentralizing the sequencer and Starknet's roadmap Elliptic curve risks and the need for quantum-resistant proof systemsThis episode offers key insights on blockchain scaling and the impact ZK proofs will have on Ethereum and Web3 development. It's essential listening for anyone interested in the technical side of Ethereum and ZK proof adoption.
Show Notes
StarkWareSocials
Eliâs Twitter Aviâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Ethereum, ZK Proofs, ZK-STARKs, Zero Knowledge Proofs, Validity Rollups, Starkware, Scalability, Privacy, Cairo, Blockchain Scaling, Ethereum Scaling, ZK-EVMs, ZK-VMs, Computational Integrity, Cryptography, Proof Systems, Ethereum Future, Web3 Scaling, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
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On this episode of the Delphi Podcast, Tommy and Jose spoke with Antonio Juliano, founder of dYdX, about their goal to build the largest crypto exchange through a focus on decentralization and derivatives trading.
They discussed dYdX's ambitious vision and the risks they are taking to achieve it, including building their own Cosmos-based blockchain called dYdX Chain. Antonio explained how this custom blockchain will allow them to optimize performance and features specifically for trading perpetuals and derivatives.
They also explored dYdX's approaches to decentralizing frontends, reducing MEV, and leveraging order books over AMMs to serve their prosumer crypto trading audience.
Antonio shared his perspective on competition from both centralized and decentralized exchanges, and his views on the future landscape of app chains and blockchain platforms. An insightful conversation about dYdX's technology decisions and product roadmap aimed at disrupting the status quo and becoming a top global crypto exchange over the next 5-10 years.
Show Notes
dYdXSocials
Antonioâs Twitter Joseâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
dYdX, Antonio Juliano, Cosmos, blockchain, app chains, decentralized exchange, DEX, perpetuals, derivatives, trading, order books, AMMs, DeFi, crypto exchange, centralization, decentralization, frontends, MEV, competition, future, technology, roadmap, product, performance, customization, risks, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
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Christopher Goes, co-founder of Anoma and Nomad, joins Tommy and Can to discuss how he envisions intents becoming the primary interface for blockchain applications.
They explore how Anoma is building an architecture focused on user intents, rather than transactions, and how this enables greater composability, privacy, and flexibility.
Chris provides his unique insight on the evolution of privacy, comparing privacy as an asset, service, and eventually default. They also discuss mechanics of intent pools, liberating users from centralized solvers, and the importance of fungible trust relationships.
Show Notes
AnomaSocials
Christopherâs Twitter Canâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Intents, User Intents, Intent-Centric Architecture, Intent Pools, Intent Composability, Counterparty Discovery, Privacy by Default, Privacy as an Asset, Privacy as a Service, Privacy as Default, Zero-Knowledge Proofs, Trust Networks, Reputation Systems, Sybil Resistance, Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), Liquidity Fragmentation, Transaction Fees, Miner Extractable Value (MEV), Front Running, Censorship Resistance, Permissionless Systems, Surveillance Capitalism, Anoma, Nomad, Christopher Goes, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
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In this episode Tommy is joined by Travis Kling, founder of Ikigai Asset Management, he discusses his investigation into Binance. Travis breaks down the timeline of events at Binance over the past year, including large BTC transfers, executives leaving, and getting banned in multiple countries.
He also explains why he believes there could be a liability mismatch and "hole" in Binance's balance sheet, similar to what happened with FTX, and how this could impact the chances of a Bitcoin spot ETF approval.
Despite his own painful experience with FTX, Travis shares an inspiring message of perseverance and purpose. Are your funds really SAFU? Tune in to find out.
Show Notes
Travis Kling Tweet on Binance Events CFTC Binance Action SEC Binance Charge DOJ and Binance ArticleSocials
Travis Klingâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Binance, CZ, Changpeng Zhao, FTX, Bitcoin, Spot ETF, Allegations, Proof of reserves, Travis Kling, Ikigai Asset Management, Perseverance, Binance, CZ, Changpeng Zhao, FTX, Bitcoin, Spot ETF, Allegations, Proof of reserves, Travis Kling, Ikigai Asset Management, Perseverance, Cryptocurrency, Bitcoin, Ethereum, Blockchain, Crypto exchange, Digital assets, Decentralization, Crypto regulation, Crypto investing, Web3, Metaverse, NFTs, DeFi, Cryptocurrency adoption, Future of money, Financial freedom
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