The Delphi Podcast

Tom Shaughnessy, Co-founder of Delphi Digital, brings on Ashwath Balakrishnan, VP of research at Delphi Digital, and Jordan Yeakley, Research Analyst at Delphi Digital, to cover their Year Ahead for DeFi report.

Access the report: The State of DeFi and Where It’s Going

Pushing DeFi Forward: Themes for the Future

Theme #1: Tailwinds for DEXs -- A Loss of Trust in Centralized Platforms

What Surprised Us

Surprise #1: Underwhelming Derivatives Traction

Futuristic Ideas

Idea #1: Envisioning a Consumer-Grade DeFi Experience

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

Tommy Shaughnessy continues the crypto venture capital series with Santiago Santos and CMS Holdings. We discuss the FTX fallout, the VC world post-FTX, the core tenets of crypto, and more.

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

Co-Founder of Delphi Digital Tom Shaughnessy hosts Ryan Zurrer the founder of Dialectic and Jake Brukhman the Co-Founder and CEO of Coinfund.

Ryan and Jake are experienced VCs who have been in crypto for a combined 21 years, have invested into hundreds of projects worth collectively tens of billions of dollars. 

The three discuss:

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

This week on Full Disclosure, Gabe and Sarah are joined by Stephen Palley, a digital commerce partner at Brown Rudick. We discuss whether crypto and law are inherently political industries and Ooki DAO’s defense against the CFTC.

(00:00:00) – Introduction.

(00:00:34) – Is crypto inherently political?

(00:04:13) – Analysis of CFTC suing Ooki DAO.

(00:09:34) – Regulators picking on the small guy.

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

This week on Full Disclosure, Gabe and Sarah are joined by Stephen Palley, a digital commerce partner at Brown Rudick. We cover Palley’s path to crypto law, the fallout from Gabe leaking the draft Digital Commodities Consumer Protection Act (DCCPA) and which regulator is best suited to crypto.

Show Notes:

(00:00:00) – Introduction.

(00:00:51) – Drink of the week.

(00:02:21) – Palley’s life as a crypto lawyer.

(00:05:37) – Hot takes on crypto law twitter.

(00:08:26) – Which regulator is best suited for crypto?

(00:12:41) – Closing.

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

In this episode, we’re joined by Seth Green, Shaan Bhagat, and Chris Waters, the team behind Globitron and the B-bots, an NFT cartoon project. We discuss the challenges of funding in traditional media, what NFTs and CC0 unlock for the industry, the importance of building strong fan communities, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:03:00) – Origin story of Globitron.

(00:08:03) – Hollywood vs. NFTs.

(00:12:35) – Getting funded in traditional media.

(00:15:51) – Community & a strong social foundation.

(00:22:12) – Overview on Globitron and the B-bots.

(00:32:27) – CC0 and disruptive models for media.

(00:56:01) – The Rising Tide model.

(01:06:06) – The B-bots drop.

Social links:

Resources:

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

This week on Full Disclosure, Gabe and Sarah talk about their paths into crypto law, the best & worst part of the job, and commentary on the Stabenow Boozman Bill that gives the CFTC jurisdiction on regulating digital commodities.

Show Notes:

(00:00:00) – Introduction.

(00:00:55) – Drink of the week.

(00:01:22) – Getting into crypto law.

(00:12:36) – A day in the life of a crypto lawyer.

(00:19:49) – The best & worst part of the job.

(00:22:05) – Regulating Digital Commodities / The Stabenow-Boozman Bill.

(00:37:28) – Send us your questions!

Resources:

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

In this episode, we dive into Ethereum’s censorship resistance with Jon Charbonneau, Research Associate at Delphi Digital. We discuss the effects of OFAC sanctions on Tornado Cash, MEV & builder centralization, mechanisms to mitigate censorship, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:00:42) – Censorship, Tornado Cash, & OFAC sanctions.

(00:03:46) – New actors under Proof-of-Stake (PoS).

(00:12:50) – Economics for builders, relayers, & validators.

(00:15:47) – MEV on rollups.

(00:20:50) – Block builder and relayer centralization.

(00:27:49) – Types of censoring on Ethereum.

(00:31:00) – Censoring on PoW vs. PoS.

(00:35:33) – How does it all play out?

(00:46:43) – Building in a quasi-permissioned world.

(00:51:07) – Censorship mitigating mechanisms.

(00:59:19) – What comes after The Merge?

(01:10:22) – Risks of private order flow.

Resources:

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

Our fifth DISRUPTORS guest, Zaki Manian, is the Co-founder of Sommelier Finance and iqlusion. He is a foremost contributor to Cosmos, having helped launch their first testnet. Subsequently, he's furthered the Cosmos roadmap by completing IBC.

Zaki joined us for the first live DISRUPTORS to explore: What's next for Cosmos?

The masterclass presentation was followed by a Q&A open to all on YouTube Live.

Show Notes:

(00:00:00) – Introduction.

(00:02:33) – Overview of Cosmos.

(00:12:33) – Cosmos principles.

(00:15:38) – What is Cosmos?

(00:18:33) – Application-Specific blockchains.

(00:22:48) – Inter-Blockchain Communication (IBC).

(00:28:20) – Modular blockchain architecture.

(00:30:50) – Cosmos hub.

(00:32:54) – Q&A.

Social links:

Zaki’s Twitter: https://twitter.com/zmanian

Zaki's LinkedIn: https://www.linkedin.com/in/zmanian

Sommelier's Twitter: https://twitter.com/sommfinance

Resources:

iqlusion Website: https://www.iqlusion.io/

Sommelier Website: https://www.sommelier.finance/

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🧠 Access Delphi's Research: https://delphidigital.io/pricing

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

Jason Choi is the Co-founder of Tangent, a collective of successful founders and experienced operators in crypto, investing in Web3 founders. We discuss the premise for an angel collective over other structures, sourcing and filtering deals, potentially scaling Tangent’s structure, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:23) – Jason’s experience at Spartan Group.

(00:07:27) – What is Tangent?

(00:13:20) – Landing the perfect deal.

(00:16:52) – Sourcing and filtering deals.

(00:22:38) – Scaling Tangent.

(00:24:24) – Adding value to founders / Profit-taking.

(00:29:41) – Thoughts on investment DAOs.

(00:42:05) – Investing in the application layer.

(00:46:30) – Why start Tangent vs. being an angel investor?

(00:48:00) – Closing thoughts.

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