The Delphi Podcast

By The Delphi PodcastTechnology

The Delphi Podcast episodes

March 16, 2021Mike Novogratz: Scaling Galaxy Into A Behemoth, Criminal Justice Reform and NFT Hype
The Delphi Podcast Host Tom Shaughnessy hosts Mike Novogratz, the Founder, CEO and Chairman of Galaxy Digital. This interview was recorded live in NYC.
The two discuss crypto bull runs, scaling Galaxy Digital into the empire it is today, NFT hype and value accrual vs the traditional world, criminal justice reform, advice Mike gives to Galaxy employees and so much more.
Mike is an industry titan who has an immense amount of knowledge and alpha to share. This interview was extremely exciting and I think Mike for his time.
Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.
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Show Notes:
(2:51) - (First Question) The elevator pitch for Galaxy
(5:16) - Galaxy’s Team
(10:21) - Mike thoughts on Traditional Banks
(12:58) - Mike's favorite DeFi project.
(16:34) - How do you keep your eye on DeFi, but also where it’s worth it financially to invest?
(18:09) - Mike's advice to young people in DeFi.
(25:17) - Justice System / What is Mike trying to achieve?
(34:40) - Thought on the US status as the World’s most powerful country
(38:19) - Bitcoin's inflection point
(45:07) - Thoughts on NFTs / Traditional Artwork.
(49:11) - Thoughts on NFTS being in a bubble.

Music Attribution:
Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
Resources:
Galaxy Digital: https://www.galaxydigital.io/
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.
53 min
March 11, 2021Expert Group’s Top DeFi and Crypto Plays for 2021
Delphi Podcast Host Tom Shaughnessy hosts an expert panel to discuss their top DeFi/Crypto plays for 2021.
This conversation originally occurred on Clubhouse (recorded with guest permission) and be sure to follow Tom Shaughnessy on Clubhouse for any future rooms!
Ryan Zurrer - Founder of Dialectic AG
Dan Elitzer - Co-Founder of Nascent
Andrew Kang - Founder of Mechanism Capital
Sasha Fleyshman - Junior PM, Special Situations at Arca
Dan Matuszewski - CMS Holdings
Hassan Bassiri - VP, Portfolio Management at Arca
TM Lee, Co-Founder of Coingecko
Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.
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Show Notes:
(4:09) - (First Question) Top plays for 2021.
(4:10) - Sasha’s top plays.
(6:46) - Hassan ’s top plays.
(10:28) - Dan E’s top plays.
(12:53) - Andrew’s top plays.
(15:56) - Ryan’s top plays.
(19:25) - Dan M’s top plays.
(22:12) - TM’s top plays.
(28:20) - Thoughts on buying NFTs that have no utility.
(38:30) - Thoughts on how the Native Crypto Art World will look in the future.
(39:20) - Why is Bancor attracting so much liquidity now?
(42:33) - Thoughts on The SBF trade.
(47:30) - Thoughts on IL vs. Data slippage /Risks of data slippage.
(50:30) - Ember Sword.
(53:22) - Thoughts on Yield Farming explosion.

Music Attribution:
Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
Resources:
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.
57 min
March 10, 2021A Killer 14+ Person Expert Panel on Non-Fungible Tokens (NFTs)
Delphi Podcast Host Tom Shaughnessy hosts a clubhouse of 13+ experts to discuss non-fungible tokens. The experts discuss their favorite NFTs, the difference between following NFT projects and individual creators, the benefits of NFTs over the traditional world of collectibles and much more.
This podcast aired first on Clubhouse on March 1, 2021 and all speakers gave their consent to e recorded. Follow us on Clubhouse here.
The full interview transcript is available below!
Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.
-
Show Notes:
(3:40) – (First Question) What is an NFT and Why are they so popular right now?
(13:20) – Are NFTs in a bubble?
(16:24) – Pros/Cons of buying NFTs.
(20:06) – Thoughts on Crypto Brands becoming Tokenized.
(26:29) – Favorite NFT projects.
(36:29) – Tracking real world assets and NFTs.
(44:41) – How to represent physical assets online / create a space for digital assets to be showcased.
(46:09) – Following Individual Artists vs. Following Brands with NFTs.
(48:52) – When will the real world see the benefits of NFTs.
(51:49) – NFTs target communities.
(54:00) – NFT Hot Takes.
Music Attribution:
Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
Resources:
Tom's Twitter: https://twitter.com/Shaughnessy119
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.
56 min
March 09, 2021VEVE: The Evolution of Digital Collectibles — Metaverse Musings Ep 20
Host Piers Kicks sits down for Episode 20 of Metaverse Musings with David and Dan, the Co-Founders ECOMI that created VEVE, a next-generation collectibles experience where users can own their favourite characters and IP as NFTs. The project has seen strong growth recently, with their mobile app trending in the app store and a very full content pipeline. The pair offer excellent insight into the world of licensed collectibles off the back of their extensive experience in the physical collectibles space.

Resources:
Project Twitter: https://twitter.com/ecomi_
Piers’ Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi

More
Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi’s Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast. Delphi’s transparency page can be viewed here.
48 min
February 25, 2021Sorare: A Shot On Goal — Metaverse Musings Ep 19
Host Piers Kicks sits down for Episode 19 of Metaverse Musings with Nicolas Julia, the Co-Founder & CEO of Sorare, a global fantasy football game where you trade and collect players as NFTs. The project has seen massive traction and rapid growth as appetite for these game assets has soared. Sorare has just announced their latest funding round of $50M led by Benchmark, with participation from famous players such as Pique, Schurlle, Ferdinand, and Griezman.

Resources:
Guest’s Twitter: https://twitter.com/ni2las
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast. Delphi’s transparency page can be viewed here.
39 min
February 24, 2021Boson Protocol: Bridging The Physical and Digital Worlds With Decentralized Commerce — Metaverse Musings Ep 18
Podcast Show Notes:
Host Piers Kicks sits down for Episode 18 of Metaverse Musings with Justin Banon, the founder of Boson Protocol. The protocol is a pioneer of the concept of “dCommerce”, which aims to recreate the entire ecommerce stack independent of any centralized intermediaries. For the first time, natively digital value can be transacted for real world goods and services in an entirely trustless manner. We cover everything from where blockchain could meet simulation theory, to how Boson will enable a “digital highstreet” where users can shop for physical goods without ever breaking immersion or having to trust those with which they transact.

Resources:
Guest’s Twitter: https://twitter.com/JBanon
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast. Delphi’s transparency page can be viewed here.
50 min
February 10, 2021Zora: The Birth Of Platformless Media — Metaverse Musings Ep 17
Host Piers Kicks sits down for Episode 17 of Metaverse Musings with Breck Stodghill from the Zora team. They recently launched their new protocol that extends the ERC-721 standard allowing for markets to be embedded alongside NFTs themselves. The project has given rise to the concept of cryptomedia unlocking the next generation of creator empowerment.
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Resources:
Resources mentioned: https://nfttok.com/ , https://aurra.gallery/ , https://zora.fm/track/438 , https://zora.gallery/
Guests’ Twitter: https://cryptomedia.wtf/
Piers’ Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi’s Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.
51 min
February 08, 2021Building DeFi Disneyland: Julien Bouteloup covering StakeDAO, BlackPool, Rekt and Curve
Delphi Digital analyst Jonathan Erlich hosts Julien Bouteloup, CEO of StakeDAO and Curve crew member, to discuss all things StakeDAO, Rekt, BlackPool and Curve. The conversation dives into StakeDAO’s vision to become the Disneyland of DeFi, Rekt’s upcoming V2, BlackPool DAO and Curve’s recently launched cross-asset swaps.
Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.
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Show Notes
(1:21) – (First Question) Julien’s Background and what brought him to Crypto.
(3:20) – Stake Capital’s elevator pitch.
(7:54) – StakeDAO Overview.
(11:11) – StakeDAO’s Team / Branding /Development.
(15:38) – Thoughts on value accrual to the StakeDAO Token.
(19:21) – StakeDAO Strategies.
(27:47) – BlackPool DAO Overview.
(32:25) – BlackPool Investment Strategy.
(38:19) – Rekt Overview.
(45:34) – Julien’s vision for Curve.
(49:36) – Cross Asset Swaps Walkthrough.
(1:00:17) – Where to find Julien Bouteloup and StakeDAO, Blackpool, Rekt and Curve.
Music Attribution:
Cosmos by From The Dust | https://soundcloud.com/ftdmusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
Resources:
Julien’s Twitter: https://twitter.com/bneiluj
Stake Capital Site: https://www.stake.capital/
StakeDAO Site: https://stakedao.org/dashboard
Rekt Site: https://www.rekt.news/
BlackPool Site: https://www.blackpool.finance/
Jonathan's Twitter: https://twitter.com/JonathanErlichL
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.
1 hr 3 min
February 05, 2021The Emerging “Valuenet” with Maple Leaf Capital
Host Jose Maria Macedo sits down with Maple Leaf Capital, an anonymous investor and analyst in the space who has quickly made a name for himself with some excellent reports on DeFi and sharp takes on crypto twitter. In our view, Maple Leaf has one of the most cogent, well-articulated theses for crypto as a whole and for DeFi and Web 3.0 specifically. In this wide-ranging conversation, we dive into that and his thoughts on investing in the space more generally, including Maple’s crypto and DeFi thesis, investment thesis, competitive moats, specific sector analysis, decentralised governance, and much more.
Every Delphi Podcast is dropped first as an audio interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first.
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Show Notes:
(2:10) – Maple Leaf’s background and what brought him to crypto.
(4:20) – Maple Leaf’s crypto thesis.
(10:13) – The multi-dimensional costs of value transfer.
(14:02) – Democratizing high-end financial services.
(18:41) – Examples.
(21:26) – Is DeFi simply a form of regulatory arbitrage?
(22:51) – Three types of value nets and their interaction in the long/medium long term.
(29:22) – 3 potential reasons why crypto could fail.
(34:36) – Maple Leaf’s Investment Thesis.
(40:30) – Competitive Advantages and Moats in Crypto.
(46:40) – Valuing protocols.
(48:35) – Views on Credit: Aave, COMP, Cream.
(51:43) – Thoughts on decentralised governance.
(58:59) – Thoughts on decentralised insurance.
(01:02:41) – Views on Algorithmic Stablecoins.
(01:04:36) – Contrarian bullish takes.
(01:10:08) – Contrarian bearish takes.

Resources:
Maple Leaf Capital’s Twitter: https://twitter.com/MapleLeafCap
Maple Leaf Capital Report: https://drive.google.com/file/d/1eTuhqnIfY8DW_oy-GpKARy3hBDkHPKSB/view
Jose’s Twitter: https://twitter.com/ZeMariaMacedo
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and 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 or service. Delphi’s transparency page can be viewed here.
1 hr 15 min
February 04, 2021Dapper Labs: Paving The Way For Consumer Blockchain — Metaverse Musings Ep 16
Host Piers Kicks sits down for Episode 16 of Metaverse Musings with Roham Gharegozlou the Founder & CEO of Dapper Labs who built Crypto Kitties and NBA Top Shot. Most recently, they launched a new chain built entirely from the ground up after being dissatisfied with the scaling solutions available. Roham and his team are perhaps best positioned to comment on taking blockchain mainstream after not one, but two breakout successes with even more ambitious plans ahead of them.
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Resources:
Guests' Twitter: https://twitter.com/rohamg
Piers' Twitter: https://twitter.com/pierskicks
Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://tinyurl.com/ycvsp75h
Access Delphi's Research Here: https://www.delphidigital.io/
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. Lets Talk Bitcoin is a distribution partner for The Delphi Podcast, and 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 or service.
1 hr 4 min