The Delphi Podcast

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with the Lau brothers – Darren, Daryl, and Zachary Lau, also known as Not3Lau Capital. They discuss the importance of finding your tribe, how to work effectively with founders, staying up to speed with the markets and much more!

Show Notes: 

(00:00:00) – Introduction.

(00:01:34) – Guests’ backgrounds.

(00:04:43) – The twins’ intern experience at CoinGecko.

(00:06:08) – The journey post-jobs. 

(00:09:02) – The brothers’ biggest lessons from their last jobs. 

(00:12:56) – Finding your tribe in crypto. 

(00:16:53) – Judging tribes in crypto. 

(00:17:38) – What to look out for when doing due diligence. 

(00:21:12) – What makes a great founder.

(00:25:29) – Giving critical feedback to founders.

(00:31:47) – Staying up to speed with the market.

(00:35:17) – The Daily Ape.

(00:36:35) – Finding rotations and narratives early.

(00:40:44) – How the brothers compliment each other.

(00:44:59) – What the brothers disagree on. 

(00:47:34) – How the investment committee held in Not3Lau Capital.

(00:48:57) – Their best and worst plays.

(00:58:24) – Advice to people new to crypto.

Social links: 

• Darren’s Twitter

Resources: 

• Delphi Podcast Summaries

More

• 📺 Watch Video Interviews

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.

Director of Delphi Research Ashwath Balakrishnan and Delphi Ventures Analyst Avi Zurlo, sit down with Pat Doyle and Greg Magadini, Co-founders of Pink Swan Trading, a crypto data studio. They have in-depth discussions around their products DeGenData, a de-generative NFT data lab, and Genesis Volatility, an institutional grade crypto options analytics platform, and much more!

Show Notes: 

(00:00:00) – Introduction.

(00:00:33) – Guests’ backgrounds.

(00:04:32) – Ethereum maximalism.

(00:06:35) – Thoughts on the NFT revolution. 

(00:10:09) – Overview of DeGenData.

(00:12:30) – Most interesting insight from DeGenData. 

(00:14:00) – Building a brand around a CryptoPunk.

(00:16:46) – Selling DeGenData as a CryptoPunk.

(00:19:33) – Complying with regulations.

(00:23:00) – The landscape of crypto options.

(00:27:06) – Offering options on long-tail assets. 

(00:31:03) – Genesis Volatility’s differentiator.

(00:34:54) – The inspiration for Genesis Volatility.  

(00:36:36) – Thoughts on DeFi volatility.

(00:41:52) – Bringing institutions into trading DeFi volatility.

(00:43:09) – Thoughts on flow dynamics on DeFi options protocols.

(00:46:06) – Guests’ favorite DeFi options protocols.

(00:49:13) – Thoughts on convergence toward traditional markets. 

(00:50:38) – Advice for builders in crypto.

(00:53:56) – Rapid fire questions.

(00:57:26) – Closing. 

Social links: 

• Pat’s Twitter

Resources: 

• Delphi Podcast Summaries

More

• 📺 Watch Video Interviews

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

Delphi Digital’s cross-chain experts, Avi Zurlo and Can Gurel sit down with co-founders, Bryan Pellegrino (CEO) and Ryan Zarick (CTO), of LayerZero Labs, a trustless omnichain interoperability protocol. They discuss building the future of cross-chain communication, solving the bridging trilemma, and Stargate, a cross-chain liquidity network.

Show Notes: 

(00:00:00) – Introduction.

(00:00:47) – Guests’ take on the future of blockchains.  

(00:03:25) – What is LayerZero?

(00:09:00) – Expected oracle-relayer combinations.

(00:12:51) – The architecture and efficiency of the ultra light node. 

(00:15:06) – The opportunities for on-chain generic messaging.

(00:18:01) – Overview of Stargate. 

(00:23:00) – The bridging trilemma.

(00:27:46) – Stargate’s user experience. 

(00:33:57) – Instant guaranteed finality on Stargate.

(00:37:22) – Chains that Stargate will support. 

(00:40:30) – LayerZero and Stargate tokens? 

(00:45:23) – LayerZero’s biggest challenge. 

(00:49:18) – How people can get involved with LayerZero.

(00:51:18) – Closing thoughts.

Social links: 

• Bryan’s Twitter

Resources: 

• Delphi Podcast Summaries

More

• Watch Our Video Interviews

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.

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with members of PleasrDAO Jamis (Chief Pleasing Officer), Andy (founder of Fractional), and gmoney (INFINFT Partner). PleasrDAO is a collective focused on acquiring culturally significant art pieces, creating value from the essence of the pieces and sharing them with the community. Topics discussed include the origins of PleasrDAO, war stories behind significant art pieces, challenges with operating an art DAO, and much more! 

Show Notes: 

(00:00:00) – Introduction.

(00:00:52) – Elevator pitch for PleasrDAO. 

(00:03:01) – The origins of PleasrDAO.

(00:06:20) – Building out an art DAO.

(00:11:50) – Sole ownership vs. owning NFTs as a community. 

(00:13:29) – PleasrDAO’s coordination process.

(00:15:35) – Deciding when to add or remove members.  

(00:17:02) – The challenges as a DAO. 

(00:20:46) – War stories behind collection pieces. 

(00:25:18) – Deciding what to focus on as a DAO. 

(00:30:05) – Planning to monetize assets.

(00:32:16) – The Wu Tang Clan Album.

(00:36:28) – The Edward Snowden NFT. 

(00:39:57) – DAO Operations.

(00:41:51) – The future of PleasrDAO. 

(00:45:50) – How far away is ideal DAO tooling?

Social links: 

• PleasrDAO Twitter

Resources: 

• Delphi Podcast Summaries

More

• Watch Our Video Interviews

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 pa

Head of Delphi Labs Jose Maria Macedo sits down with Managing Partner of Delphi Ventures Yan Liberman to discuss all things Delphi Labs. The two discuss the origin and goal of Delphi Labs, design considerations around Mars and Astroport token economics and lockdrop mechanisms, and much more!

Show Notes: 

(00:00:00) – Introduction.

(00:02:21) – The genesis of Delphi Labs.  

(00:04:10) – Working on Axie Infinity. 

(00:05:30) – What is token economics? 

(00:08:27) – Moving from consulting to building. 

(00:09:50) – The Terra Luna story.

(00:20:03) – Mars as a generalized credit protocol.

(00:24:04) – $MARS token economics.  

(00:29:14) – Mars’ dynamic interest rate model.  

(00:31:49) – Overview of Astroport.

(00:32:40) – $ASTRO token design. 

(00:41:02) – Astroport’s launch strategy.

(00:57:50) – Other incubator projects. 

(01:00:34) – The goal of Delphi Labs. 

(01:06:04) – Closing thoughts.

Social links: 

• Jose’s Twitter 

Resources: 

• Delphi Podcast Summaries

More

• Watch Our Video Interviews

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.

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gregg, Instigator and Genesis Team of SquiggleDAO, a DAO foundry for on-chain generative art. The two discuss the role of Squiggles within the community,  bootstrapping its treasury, incentivising DAO work, and much more!

Show Notes: 

(00:00:00) – Introduction.

(00:00:17) – What is a Squiggle?

(00:01:29) – How Gregg got into Squiggles.

(00:02:52) – Introduction to SquiggleDAO.

(00:05:18) – The effects of SquiggleDAO’s entry requirements on the community.

(00:08:00) – The role of Squiggles within the DAO. 

(00:10:35) – Current community projects.

(00:13:07) – Gregg’s role within the DAO. 

(00:16:26) – The SquiggleDAO treasury. 

(00:19:12) – Why members were willing to part with valuable art pieces.

(00:25:00) – The value of SquiggleDAO tokens. 

(00:27:17) – Hunting for rare Squiggles.

(00:28:43) – How SquiggleDAO operates.

(00:33:40) – Are members’ worth in Squiggles a factor?

(00:35:22) – Reputation vs. incentives as motivators.

(00:38:12) – Using rare Squiggle fractions vs. floor Squiggles for DAO entry. 

(00:39:47) – Expanding beyond Squiggles. 

(00:43:08) – Success metrics for SquiggleDAO.  

(00:45:30) – Closing thoughts.

Social links: 

• Gregg’s Twitter

Resources: 

• Delphi Podcast Summaries

More

• 📺 Watch Video Interviews

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.

The Delphi Podcast Guest Host and NFT/Gaming Analyst Jeremy Parris sits down with David Beiner (CEO) and Jay Stolar (Chief Artist Officer) of Hume, an upcoming virtual media studio creating “Virtual Artists” who perform, release content, and engage with the masses like any other artist. They discuss the paradigm shift for artists, how a virtual artist studio functions, the role of virtual artists in the future of entertainment, and much more! 

Show Notes: 

(00:00:00) – Introduction.

(00:03:04) – David and Jay’s background.

(00:12:55) – The changing mindset of artists.

(00:15:52) – The paradigm shift for artists. 

(00:20:47) – The future of entertainment.

(00:25:45) – What is Hume? 

(00:30:55) – Community interactions with virtual artists.

(00:33:32) – The ontology of virtual artists.

(00:35:39) – Further participation in the Hume collective.

(00:41:42) – What David and Jay hope to achieve. 

(00:46:30) – Closing thoughts.

Social links: 

• David Beiner’s Linkedin

Resources: 

• Delphi Podcast Summaries

More

• 📺 Watch Video Interviews

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.

Guest Host and Head of Delphi Labs Jose Maria Macedo sits down with Sawit Trisirisatayawong, General Manager of Nebula Protocol, a community governed protocol that enables customized dynamic ETFs (clusters) and indices on Terra. The two discuss Nebula’s dynamic rebalancing design, the governance process for clusters, potential use-cases for cluster tokens, and much more! 

Every Delphi Podcast is dropped first as an interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews first.

Show Notes: 

(00:00:00) – Introduction.

(00:01:33) – Sawit’s background. 

(00:06:29) – Choosing to build on Terra. 

(00:10:38) – Choosing to build an index protocol.

(00:18:28) – Overview of Nebula.

(00:22:59) – Asset weight rebalancing explained. 

(00:30:49) – Nebula’s rebalancing mechanism design. 

(00:35:51) – The governance process around clusters on Nebula. 

(00:43:46) – Setting the rebalancing parameters. 

(00:45:43) – The step-by-step process of rebalancing.

(00:50:32) – Cash flow streams for index creators. 

(00:52:08) – The products launching on Nebula. 

(00:57:37) – Bringing over assets from other chains. 

(00:59:27) – Finding out users’ demand for specific assets. 

(01:03:45) – Use cases for cluster tokens. 

(01:07:53) – How to find out more about Nebula. 

(01:08:57) – What Sawit is most excited about for Terra. 

(01:11:20) – How Nebula ties into the real world. 

(01:12:59) – Closing thoughts. 

Social links: 

• Sawit’s Twitter

Resources: 

• Delphi Podcast Summaries

More

• 📺 Watch Video Interviews

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.

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jeff Dorman, Chief Investment Officer (CIO) of Arca, an asset management firm offering institutional-calibre products for sophisticated investors to gain exposure to digital assets. The two discuss Arca’s SushiSwap proposal, merging traditional finance and crypto, Jeff’s biggest lessons as a CIO, and much more.

We would like to thank our sponsors for making this podcast possible.

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Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.

Show Notes: 

(00:00:00) – Introduction.

(00:02:40) – Overview of Arca. 

(00:04:30) – Jeff’s approach to time management.

(00:06:27) – Making decisions as a CIO.

(00:09:45) – Biggest learnings from transitioning into a CIO. 

(00:11:21) – The investment process at Arca. 

(00:15:27) – What young crypto professionals are lacking today. 

(00:19:46) – Biggest learning from crypto in 2021.

(00:22:30) – Filtering potential investments. 

(00:24:58) – The SushiSwap deal.

(00:36:45) – Jeff’s thoughts on activist investing.

(00:38:18) – Selling vs. active participation.  

(00:42:00) – Traditional finance and crypto. 

(00:47:02) – Envisioning the merge of TradiFi and crypto.

(00:55:43) – Jeff’s thoughts on regulations.

(01:00:35) – Jeff’s best advice.

Social links: 

• Jeff’s Twitter

Resources: 

• The Delphi Podcast Summaries

More

• Watch Our Video Interviews

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy and Delphi’s Head of Research, Medio Demarco, are joined by Eli Ben-Sasson, and Uri Kolodny, Co-Founders of StarkWare, a suite of validity-based blockchain scaling and privacy solutions. Topics discussed include how StarkWare stacks up against other scaling solutions, achieving low transaction costs, developing a vibrant StarkNet dApp ecosystem, and much more.

Show Notes: 

(00:00:00) – Introduction.

(00:02:44) – Guests’ backgrounds.

(00:03:39) – Overview of StarkWare.

(00:07:03) – Coding with Cairo on StarkWare. 

(00:10:14) – Deploying game logic on top of Starknet.

(00:11:48) – The low cost of transactions. 

(00:16:34) – Implementation speed for integrating dApps. 

(00:19:44) – How StarkWare compares to optimistic rollups. 

(00:24:42) – Platforms building on top of StarkWare.

(00:27:39) – What success for StarkWare looks like. 

(00:28:52) – Data availability, sharding, and Validium.

(00:33:08) – Transaction costs on Validium vs. ZK. 

(00:36:19) – Addressing critiques of StarkWare. 

(00:43:30) – Being ahead of schedule.

(00:45:28) – Building a community without a token. 

(00:46:34) – Game-changing applications on Starknet. 

(00:50:07) – Attracting traditional gaming franchises. 

(00:53:06) – Best advice from Eli and Uri.

(00:57:44) – How to get involved with StarkWare.

Social links: 

• Eli’s Twitter

Resources: 

• Delphi Podcast Summaries

More

• Watch Our Video Interviews

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