Episodes
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Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season with a $1.5 million prize pool.
Cambria: https://cambria.gg
🎯 Key Highlights
▸ Ben's origins in the Runescape private server scene and the journey to founding Cambria.
▸ Cambria's "risk-to-earn" MMO model with massive on-chain stakes.
▸ Deep dive into Duel Arena (high-stakes 1v1) and Gold Rush (risk-to-earn MMO).
▸ How Season 2 generated a $1.5M+ prize pool and saw massive player engagement.
▸ The emergent player behavior, guild strategies, and exploits seen in high-stakes environments.
▸ Challenges of managing on-chain game economies: botting, exploits, and security.
▸ Cambria's approach to balancing casual vs. hardcore players and "pay-to-win" mechanics.
▸ Roadmap insights: Season 3 plans, Duel Arena V2, and the strategy for a potential token launch.
▸ Cambria's multi-chain strategy and experiences deploying on different ecosystems.
▸ The long-term vision for significant, high-stakes on-chain game economies and guild wars.
💡 Want to stay updated with the latest in crypto & gaming? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers' Twitter: @pierskicks
▸ Ben's Twitter: @cyberpunk
▸ Cambria's Twitter: @playcambria
🔗 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 to Ben & Cambria
01:00 - Origins in Runescape Private Servers
03:00 - Discovering Crypto & Early Web3 Gaming
05:00 - Cambria Overview: Duel Arena & Gold Rush
06:30 - Thesis Formation: Player Archetypes & Appeal
09:30 - Duel Arena Launch & Success ($100M+ Volume)
12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool
16:00 - Season 2 Player Stats & Engagement
17:30 - Emergent Behavior & Exploits in Season 2
22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies
29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win
32:00 - Roadmap: Season 3, Dungeons, Scaling
34:30 - Duel Arena V2 & Excalibur
36:30 - Token Launch Strategy & Considerations
39:30 - Multi-Chain Approach (Ronin & Blast/Abstract)
42:30 - Vision for the Future of On-Chain Game Economies
47:45 - Evolving Thesis & Learnings
51:00 - Most Impactful Digital Experience (Runescape)
53:00 - Favorite Games & Recommended Reads/Media
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.
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Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models. The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym
🎯 Key Highlights
The three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance.
How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data.
Understanding "reasoning traces" and how models learn to "think" longer and more effectively.
The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo.
Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data.
Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies.
The critical role of high-quality base models for successful RL fine-tuning.
Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models.
Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks.
Debunking recent claims that "RL is dead" and understanding its true impact.
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
Tommy's Twitter: @Shaughnessy119
Sam's Twitter: @SPLehman
Symbolic Capital’s Twitter: @symbolicvc
🔗 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: Sam Lehman, Symbolic Capital & "The World's RL Gym"
01:30 - History of AI Scaling: Pre-training Era
03:30 - Phase 2: Inference Time Compute Scaling
09:30 - Phase 3: The RL Renaissance & DeepMind Moment
14:30 - How DeepMind Trained R1 without Human Preferences
16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity?
20:30 - Generalizability of RL Training: How Far Does It Go?
22:30 - The "Aha Moment": Models Learning to Think Longer
25:30 - Concept: Decentralized RL & The World's Gym
31:30 - Why Decentralize RL? Open Collaboration vs. Closed Labs
35:00 - Understanding Reasoning Traces
39:00 - Current Decentralized RL Projects (Prime Intellect, General Reasoning)
41:30 - Future Architectures: Continuous Improvement & Modular Models
46:30 - Open Source vs. Proprietary AI: Landscape & Challenges
50:30 - The Lock-In Problem with Foundational Models
52:30 - Is AGI Here? Experiences with GPT-4o
56:30 - Investment Focus in Decentralized AI
59:00 - Modular MoE Models & Jensen's HDEE Paper
1:03:00 - Debunking "RL is Dead" Claims
1:06:00 - Importance of Performant Base Models for RL
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.
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Missing episodes?
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Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach.
🎯 Key Highlights
▸ How Flowdesk created "market making as a service" to serve crypto-native projects
▸ The growing importance of transparency, neutrality, and trust in crypto trading
▸ Why institutional adoption is a slow, steady shift—not a tidal wave
▸ The role of stablecoins and tokenized assets in the future of finance
▸ How regulation and compliance are shaping crypto’s next phase
▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives
▸ Long-term vision for tokenizing real-world assets and transforming financial rails
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Kevin's Twitter: @Kevin_Kelly_II
▸ Guilhem's LinkedIn: Guilhem Chaumont
▸ Flowdesk's Twitter: @flowdesk_co
🔗 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 to Flowdesk
02:00 - Providing Institutional Grade Service to Crypto Native Teams
04:00 - Challenges and Convincing the Market
06:58 - Current Market Read
10:00 - Why We Won’t See Large Drawdowns
13:00 - Growth Areas Going Forward
15:52 - Tokenization of Existing vs. Illiquid Assets
18:48 - Institutional Hesitation and Fee Capture
21:28 - Biggest Opportunities for Flowdesk
24:50 - Stable Coin Demand
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.
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Join Tom Shaughnessy as he hosts Travis Good, CEO and co-founder of Ambient, for a deep dive into the world's first useful proof-of-work blockchain powered by AI. Fresh out of stealth, Ambient reimagines the intersection of crypto and AI by creating a decentralized network where mining secures the chain through verified AI inference on a 600B+ parameter model.
🎯 Key Highlights
▸ Ambient's vision for a decentralized currency representing a unit of machine intelligence
▸ How mining incentivizes global participation in a single model's continuous improvement
▸ The power of reasoning traces and synthetic data to create a "world's RL gym"
▸ Verified inference as the foundation for trustless AI composability
▸ The philosophical importance of open, decentralized AI vs. corporate controlled models
▸ How the economics of ambient create new possibilities for an AI-driven world
▸ Deep analysis of the geopolitical shifts in AI development with Chinese open source models
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Tom's Twitter: @Shaughnessy119
▸ Travis's Twitter: @IridiumEagle
▸ Ambient's Twitter: @ambient_xyz
🔗 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 to Ambient
02:00 - The Vision: Currency for Machine Intelligence
05:00 - Convergence of AI Models and Democratizing Access
08:45 - Mining with GPUs to Improve the Network's Model
11:30 - The Power of Reasoning Traces and Synthetic Data
16:45 - Size Matters: High IQ Models and Fine-Tuning
23:15 - Speed and Performance: Building on Solana's Foundation
27:30 - Supporting Different Hardware Configurations
34:20 - Network Governance and Model Upgrades
38:00 - The Importance of Verified Inference
43:40 - The Problems with Centralized AI Models
53:00 - The Vision for an Ambient-Powered Economy
59:30 - The Future of Open Source Models
01:04:15 - Response to Leopold's "Situational Awareness"
01:13:30 - Privacy and Transaction Design
01:19:00 - Denominating Real Business in Ambient
01:25:00 - The Path Forward for Decentralized AI
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.
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Join Tom Shaughnessy as he hosts Ben Fielding, co-founder of Gensyn Network, for an in-depth exploration of decentralized AI infrastructure and the future of machine learning. From Gensyn's evolution as a low-level infrastructure platform to its revolutionary approach with RL Swarm, the conversation covers transformative developments in distributed computing, model training, and the philosophical implications of AI development.
🎯 Key Highlights
▸ Gensyn's approach to agnostic, low-level AI infrastructure designed to transcend trends
▸ Transition from vertical to horizontal scaling in AI computing systems
▸ The limitations of centralized hyperscaler data centers and how Gensyn provides an alternative
▸ Deep dive into RL Swarm: enabling peer-to-peer reinforcement learning at scale
▸ The philosophical importance of open, personalized AI models vs centralized systems
▸ Exploration of AI's future: parameter space, model communication, and verification
▸ Vision for how decentralized AI can democratize machine learning technology
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Tom's Twitter: @shaughnessy119
▸ Ben's Twitter: @fenbielding
🔗 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 to Gensyn Network
01:29 - Building AI-Agnostic Infrastructure
05:00 - Vertical vs Horizontal Scaling in AI
10:50 - Limitations of Centralized Data Centers
17:42 - Gensyn's Core Components and Vision
20:45 - The Internet as Parameter Space
28:00 - Execution, Communication, and Verification
34:42 - RL Swarm: Decentralized Reinforcement Learning
41:30 - Model Communication and Improvement
48:46 - Testnet and Persistent Identity
53:56 - Preserving Model Personalization
59:42 - Open vs Closed Source Models
01:05:30 - The Future of AI Development
01:11:20 - Value Capture in AI and Final 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.
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Join Piers Kicks as he hosts Jeffrey "Jiho" Zirlin of Sky Mavis for an exploration of Ronin's evolution from Axie Infinity's scaling solution to becoming the premier gaming chain, now on the cusp of going permissionless with an impressive ecosystem of curated titles.
🎯 Key Highlights
▸ Journey from Axie to Ronin infrastructure
▸ Analysis of curated publishing strategy
▸ Discussion of play-to-earn evolution
▸ Insights into game economy design
▸ Vision for permissionless future
▸ Perspective on traditional gaming integration
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ Jeffrey's LinkedIn: https://www.linkedin.com/in/jeffzirlin
🔗 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
01:01 - Ronin History
04:42 - Publishing Strategy
08:24 - Ecosystem Growth
11:20 - Market Timing
14:47 - Community Building
17:24 - Founder Selection
22:26 - Infrastructure Vision
26:12 - Token Innovation
29:57 - Play-to-Earn Evolution
34:18 - AI Integration
39:27 - Future Vision
42:16 - IP Integration
46:36 - Builder Advice
51:23 - Development Stories
54:17 - Metaverse Outlook
57:16 - Gaming Favorites
59:44 - Book Recommendations
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.
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Join Piers Kicks as he hosts Daryl Xu, founder of B3, for an exploration of how they're building the optimized Layer 3 solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure through innovative economic incentives.
🎯 Key Highlights
▸ Evolution from Coinbase and Base to B3
▸ Deep dive into game chain strategy
▸ Analysis of B3 token utility and economics
▸ Discussion of regulatory impact on gaming
▸ Insights into developer incentives
▸ Vision for on-chain gaming infrastructure
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ Daryl's Twitter: @darylX24
🔗 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
01:09 - Career Background
02:54 - Gaming Focus
05:08 - Team Structure
08:47 - Infrastructure Vision
12:25 - Product Overview
17:08 - Game Chain Strategy
21:26 - Developer Relations
26:12 - Token Economics
31:38 - DAO Governance
34:16 - Foundation Strategy
42:12 - Regulation Impact
48:27 - Building Philosophy
54:46 - Market Outlook
59:32 - Digital Experience
01:03:09 - Book Recommendations
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.
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Join Anil Lulla as he hosts Krish Jagirdar and Jordan Lejuwaan, co-founders of RekTech (formerly Internet Game), for an exploration of their vision to create the world's biggest game show, revolutionizing interactive entertainment through simple yet engaging games with significant prizes.
🎯 Key Highlights
▸ Evolution from Internet Game to RekTech platform
▸ Deep dive into accessible gaming mechanics
▸ Analysis of crypto-native community building
▸ Discussion of brand partnerships and expansion
▸ Insights into game design philosophy
▸ Vision for future digital entertainment
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Krish's Twitter: @CaesarREKTECH
▸ Jordan's Twitter: @lejuwaan_
▸ Anil's Twitter: @anildelphi
🔗 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
01:18 - RekTech Overview
03:55 - Market Positioning
06:38 - Target Audience Discussion
09:08 - Gaming Philosophy
13:34 - Social Integration
16:58 - Community Building
23:12 - Partnership Strategy
26:10 - Internet Game History
31:12 - Evolution Story
34:43 - Future Vision
39:46 - Brand Partnerships
42:29 - Growth Strategy
48:27 - Building Philosophy
54:15 - Final 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.
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Join Tom Shaughnessy and Pondering Durian as they host Jeff Emanuel, founder of Pastel Network and author of the viral "Short Case for NVIDIA Stock" thesis, for an exploration of AI infrastructure disruption, open-source model innovation, and the societal implications of accelerating AGI development.
🎯 Key Highlights
▸ Analysis of DeepSeek's AI efficiency breakthrough
▸ Deep dive into model distillation and scaling
▸ Discussion of AI infrastructure competition
▸ Examination of app-layer value capture
▸ Insights into US vs China AI development
▸ Vision for AGI's societal impact
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Tom's Twitter: @shaughnessy119
▸ Pondering's Twitter: @ponderingdurian
▸ Jeff's Twitter: @doodlestein
🔗 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 NVIDIA Impact
04:38 - DeepSeek Analysis
11:18 - Model Efficiency Discussion
15:06 - Distillation Deep Dive
19:28 - App Layer Opportunities
24:39 - Agent Development Impact
29:16 - Model Quality Trade-offs
34:49 - Software Moats
43:33 - AGI Economic Impact
51:05 - Bitcoin Discussion
54:22 - AI Global Competition
01:06:46 - Future Society Impact
01:13:09 - Work and Dignity Discussion
01:18:15 - Entrepreneurship Evolution
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.
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Join Piers Kicks as he hosts Kam Punia, founder of Pixion Games, for an in-depth exploration of building Web3 gaming experiences and the journey behind Fableborn. From Kam's extensive background at Konami and Yu-Gi-Oh! to Pixion's innovative approach to Web3 gaming, the conversation covers crucial developments in game design, community building, and the future of blockchain gaming.
🎯 Key Highlights
▸ Evolution from Web2 to Web3 gaming development
▸ Deep dive into Fableborn's gameplay mechanics and design philosophy
▸ Analysis of LiveOps strategies for blockchain games
▸ Discussion of community building and player engagement
▸ Insights into scaling Web3 gaming economies
▸ Vision for the future of mobile blockchain gaming
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ Kam's Twitter: @kam_punia
🔗 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 Background
04:21 - Building the Pixion Team
07:42 - Fableborn Overview
10:44 - Mobile Gaming Strategy
12:28 - Web3 Integration Journey
16:41 - Community Metrics and Growth
19:50 - Community Building Approach
22:22 - UX Challenges in Web3
25:13 - Business Model Innovation
28:08 - LiveOps Strategy
33:20 - Economic Management
39:20 - Future Plans and Ronin Integration
45:17 - Key Learnings
47:11 - Digital Experiences
49:29 - Gaming 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.
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Join Piers Kicks as he welcomes back James Zhang, co-founder and CEO of JAMBO, for an exploration of how they're revolutionizing Web3 accessibility through mobile infrastructure. From selling over 700,000 phones across 100+ countries to ambitious plans for satellite launches, discover how JAMBO is building the "on-chain Apple" for emerging markets.
🎯 Key Highlights
▸ Evolution of JAMBO's mobile-first Web3 strategy
▸ Deep dive into hardware infrastructure and distribution
▸ Analysis of emerging market crypto adoption
▸ Discussion of on-chain payment solutions
▸ Insights into token economics and ecosystem growth
▸ Vision for satellite connectivity and future expansion
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ JAMBO's Twitter: @JAMBOtechnology
▸ JAMBO's Page: www.jambo.technology
🔗 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 Background
01:18 - JAMBO Overview
02:49 - Ecosystem Growth Metrics
04:34 - Mobile Hardware Strategy
07:18 - Product Evolution
10:44 - Market Distribution Strategy
13:20 - Token Integration Plans
16:15 - Global Market Analysis
21:57 - Revenue Streams
24:29 - Token Economics
28:09 - Emerging Market Focus
33:44 - Yield Generation Strategy
38:10 - Future Vision and Satellite Program
42:15 - Key Learnings
44:41 - Digital Experience Reflections
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.
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Join Piers Kicks as he hosts Tin Nguyen, founder of Sipher, for a deep dive into the convergence of gaming, AI, and blockchain. From his unconventional journey starting in real estate development to building a 140-person gaming studio, Tin shares insights on creating immersive digital experiences and pioneering AI integration in gaming.
🎯 Key Highlights
▸ Evolution from traditional business to Web3 gaming
▸ Deep dive into Sipher's gaming ecosystem and vision
▸ Analysis of AI integration in gaming experiences
▸ Discussion of blockchain gaming economics and token models
▸ Insights into managing live service games with AI
▸ Vision for the future of human-AI gaming interaction
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ Tin's Twitter: @AskTinNguyen
🔗 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 Background
02:02 - Gaming Industry Transition
04:01 - Sipher Vision and Game Design
07:15 - Mobile Gaming Strategy
11:35 - Platform Integration
15:10 - AI Integration Journey
18:56 - Gaming Development Tools
23:33 - Future of AI in Gaming
29:37 - Cryptocurrency Integration
33:19 - Live Service Management
39:20 - AGI Platform Vision
46:16 - Economic Models
49:31 - Long-term Vision
54:28 - Building Through Market Cycles
57:37 - Digital Experience Evolution
01:04:07 - Gaming 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.
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Join Tom Shaughnessy and Pondering Durian as they host Jansen Teng, CEO and co-founder of Virtuals, for an in-depth exploration of AI agents and the future of decentralized AI. From Virtuals' evolution as a gaming DAO to becoming the leading crypto AI platform, the conversation covers crucial developments in agent autonomy, tokenization, and the path toward an agentic economy.
🎯 Key Highlights
▶ Origins and evolution of Virtuals platform
▶ Analysis of agent frameworks and autonomous capabilities
▶ Discussion of value capture in crypto AI projects
▶ Deep dive into decentralized infrastructure challenges
▶ Vision for agent coordination and business development
▶ Future outlook on AI-human interaction and cybernetics
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▶ Tom's Twitter: @shaughnessy119
▶ Pondering Durian's Twitter: @ponderingdurian
▶ Jansen's Twitter: @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
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction and Background
01:29 - Virtuals Origin Story
07:42 - Agent Development Discussion
13:00 - Vision for Agentic Economy
22:51 - Framework Competition Analysis
29:37 - Infrastructure Challenges
36:20 - Agent Value Capture
42:46 - Decentralized AI Stack
54:00 - Team Analysis and Due Diligence
01:00:10 - Future Risks and Opportunities
01:05:44 - Agent Autonomy Vision
01:09:43 - Future of Human-AI Interaction
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.
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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.
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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.
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