Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives?

Halcyon Futures: https://halcyonfutures.org

🎯 Key Highlights

▸ Leaving VC to focus entirely on AI safety and security

▸ Why Halcyon flipped the model: nonprofit first, fund second

▸ Multi-layered “defense in depth” approach to AI biosecurity & cyber risk

▸ The acceleration vs. safety debate — finding middle ground

▸ Good Fire case: career grants into interpretability research

▸ The 2×2 dilemma — speed vs. slowdown, centralization vs. decentralization

▸ U.S.–China dynamics and fast takeoff scenarios

▸ AI underwriting: how insurance can drive safety standards

▸ Founder-market fit and mission orientation in AI startups

▸ Risk, diffusion, and the uncertain path to AGI

💡 Subscribe for more crypto & infrastructure insights! 🔔

🧠 Follow the Alpha

▸ Mike's Twitter: @MikeMcCormick_

▸ Halcyon's Twitter: @HalcyonFutures

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 — Mike’s background & pivot to AI safety

03:00 — The realization: AGI could change everything

05:00 — Why VC wasn’t enough to solve the problem

06:00 — Halcyon’s hybrid model and early mission

08:00 — AI security concerns: misuse, bio, and control

12:00 — Defense in depth: pre-training → deployment

15:00 — The creativity vs. restriction trade-off

17:30 — Pause AI vs. Build Baby Build

20:00 — Speed vs. centralization: the 2×2 framework

24:00 — Good Fire: career grants & interpretability

27:00 — Writing to neurons: alignment and insight

30:00 — How insurance markets can enforce safety

36:00 — Mission-driven founders & conviction filters

44:00 — Geopolitical race: U.S., China, and compute

50:00 — Diffusion limits, adoption, and energy costs

57:00 — Mass unemployment and meaning after AGI

01:05:00 — What “winning” AGI means for humanity

01:12:00 — Critical thinking, sycophantic AI, and engagement traps

01:20:00 — UBI, adaptation, and new work paradigms

01:30:00 — Three AGI futures: scale, shift, or stall

01:36:00 — 20% catastrophic risk & asteroid analogy

01:40:00 — Final message: talent is upstream of everything

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.

Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce build times from seven months to just days, Enso is positioning itself as the Unity engine for Web3.

Enso: https://www.enso.build

🎯 Key Highlights

▸ Connor's nine-year journey from writing Solidity in Mist Wallet to building crypto infrastructure

▸ How Enso powered Berachain's $3.1 billion DeFi launch behind the scenes

▸ Reducing developer build times from 7 months to 1.5 days through abstraction

▸ Why crypto needs more apps (4,800) than blockchains (1,000+) for mass adoption

▸ The "fat engine thesis" - how abstraction layers will control blockchain routing

▸ Enso's upcoming network model: action providers, grafters, and validators

▸ The "Enso Drop" - accessing 370+ potential airdrops through network participation

▸ Security through simulation: 4ms response times vs industry standard 2.6 seconds

▸ Chain abstraction vs. application abstraction: the real path to user adoption

▸ Why product beats paper in crypto's current critical juncture

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Connor's Twitter: @connor_enso

▸ Enso's Twitter: @EnsoBuild

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 — Intro: Connor Howe, Enso co-founder

01:15 — Nine years building in crypto: from Bitcoin to Ethereum

03:00 — Early DeFi development challenges and the birth of Enso

05:00 — Chain abstraction vs. application abstraction philosophy

08:30 — Serving 8% of Web3's developer mindshare (2,250+ developers)

11:00 — Berachain's $3.1B launch: Enso's behind-the-scenes role

13:15 — AI agents, automation, and new use cases emerging

15:00 — Reducing build times: from 7 months to 1.5 days case study

17:30 — Security through simulation: 4ms response times

21:30 — Why we need products people actually want to use

23:15 — New developer onboarding trends and product directions

26:30 — The Enso Network: action providers, grafters, validators

30:00 — Self-service protocol integration and scalability

33:00 — Enso vs. Yearn comparison and strategy differences

35:15 — Network economics and fee distribution mechanisms

39:00 — Upcoming TGE and token utility design

41:00 — The "Enso Drop": accessing 370+ protocol airdrops

42:00 — Developer relations strategy: YouTube, universities, incubators

45:15 — Keeping developers away from crypto Twitter for innovation

47:15 — Fat protocols vs. fat apps: the abstraction layer thesis

51:30 — "Product beats paper" - crypto's critical juncture

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 Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market.

DoubleZero: https://doublezero.xyz

🎯 Key Highlights

▸ The internet bottleneck: why high-performance blockchains are hitting infrastructure limits

▸ Building a parallel internet with dedicated fiber, FPGAs, and multicast technology

▸ Proof of utility: weaponizing greed and capitalism for positive-sum network outcomes

▸ 16% of Solana network already running on testnet despite limited infrastructure

▸ Technical deep-dive: signature verification, packet deduplication, and jitter reduction

▸ Token economics and bandwidth contribution models vs traditional staking

▸ Long-term vision: replacing IP addresses with public-private key routing

💡 Subscribe for more crypto & infrastructure insights! 🔔

🧠 Follow the Alpha

▸ Austin's Twitter: @Austin_Federa

▸ DoubleZero's Twitter: @doublezero

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 — Intro: Austin Federa and the internet bottleneck problem

02:00 — Building a parallel internet for distributed systems

06:00 — The Firedancer project and million TPS potential

09:15 — Technical architecture: fiber, FPGAs, and multicast technology

13:30 — Signature verification and packet deduplication explained

17:15 — Proof of utility: Shapley values and economic incentives

23:45 — Validator onboarding and network connection process

29:30 — Testnet success: 16% of Solana network adoption

33:15 — Latency, jitter, and bandwidth improvements explained

39:00 — Token economics: 2Z token and payment models

44:45 — Access models vs staking requirements for enterprises

51:30 — Validators.app badges and network transparency

59:15 — Governance roadmap: from mainnet beta to full decentralization

01:05:45 — Long-term vision: replacing IP addresses and DNS

01:09:15 — Lightning round: most misunderstood aspects

01:12:30 — Five-year vision: parallel internet for high performance systems

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.

Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.

Legion: https://legion.cc

Cookie3: https://www.cookie3.com

🎯 Key Highlights

▸ Legion's funding: VanEck and Brevan Howard backing crypto innovation

▸ Attention Capital Markets: Linking mind share with financial commitment

▸ Cookie3's attribution tech: Measuring on/off-chain value creation

▸ Merit-based token distribution vs "whoever pays most"

▸ Almanac case study: 400% oversubscribed using attention metrics

▸ Retail investor access beyond accredited gatekeeping

▸ IPO/ICO convergence on-chain infrastructure

▸ Data-driven distribution with Web2 sophistication

▸ Fighting airdrop farmers with genuine supporter identification

▸ SEC progress toward disclosure-based regulation

▸ Creator monetization through tokenized influence

▸ Mobile-first social trading infrastructure

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Matt's Twitter: https://x.com/mattytokenomics

▸ Filip's Twitter: https://x.com/fwielanier

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

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 Legion funding announcement

01:15 - Matt O'Connor: TradFi to crypto token design

03:00 - Filip Wielanier: Cookie3's attribution mission

04:30 - Capital attribution in Web3 vs Web2

07:30 - Attention Capital Markets explained

09:00 - MicroStrategy analogy: Money where mouth is

11:00 - Almanac presale implementation

13:30 - Legion scoring and merit-based selection

16:00 - Current ICO problems

17:30 - Merit-based investing vision

21:00 - IPO/ICO convergence outlook

25:00 - Market effectiveness through tokenization

28:45 - Information markets and creator influence

32:30 - SEC regulatory progress

37:00 - Regulation compliance concerns

40:30 - Retail protection vs access

43:00 - Project funding selection problems

45:30 - Pseudonymous contributors vs VCs

48:00 - "Nanny state" and risk-taking

52:30 - Cookie3 roadmap

54:30 - Proof of humanity considerations

55:30 - Cooperative network ownership

58:00 - Platform locations

59:30 - 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 Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing.

6th Man Ventures: https://6thman.ventures

🎯 Key Highlights

▸ The untold story of Pump.Fun's seed round: from cold outreach to billion-dollar success

▸ Why regulatory risk-taking paid off in the Trump administration

▸ How to evaluate crypto founders differently than traditional startups

▸ The creator economy revolution: streaming meets tokenomics

▸ Digital Asset Trusts (DATs): the new MicroStrategy wave

▸ AI's impact on venture capital processes and decision-making

▸ Why attention spans are killing crypto Twitter's excitement

▸ From Bonk to Pump: lessons in meme coin investing

▸ Building conviction in contrarian bets during bear markets

▸ The importance of speed and decisiveness in early-stage investing

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Mike's Twitter: @mdudas

▸ 6MV's Twitter: @6thManVentures

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 — Intro: Mike Dudas, 6th Man Ventures

00:30 — The Pump.Fun origin story: cold outreach and magical moments

03:45 — Regulatory risk-taking and the Trump administration impact

06:30 — Why other VCs backed out over legal concerns

08:15 — Being hands-on with portfolio companies without being pushy

10:30 — Pump.Fun's evolution: from bonding curves to creator streaming

14:00 — The Bonk vs Pump competition and market dynamics

17:00 — How AI and AGI are changing venture capital investing

20:15 — Digital Asset Trusts: the new wave of crypto investment vehicles

26:00 — Why crypto Twitter seems less excited despite regulatory clarity

32:15 — Using AI in venture processes: market research and founder support

38:45 — The most common path from DM to investment

42:00 — Founder evaluation: red flags and green flags

47:15 — When to tell portfolio companies it's time to move on

51:15 — Decision-making under pressure: the "hell yes" principle

54:00 — Staying entrepreneurial as a fund grows and succeeds

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 José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi's original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to solve one of DeFi's biggest problems: impermanent loss. Learn how this innovation could finally unlock natural, sustainable yield on Bitcoin at scale, creating the long-sought "holy grail" of yield-bearing Bitcoin without the downsides of traditional AMM strategies.

Curve Finance: www.curve.finance

Yield Basis: https://yieldbasis.com

🎯 Key Highlights

▸ Yield Basis: Eliminates impermanent loss for single-sided crypto exposure

▸ Impermanent loss problem: Why AMMs underperform buy-and-hold

▸ Michael's solution: 2x leverage counters square-root pricing

▸ Why Curve pools beat Uniswap v2

▸ Historical sims: 10-20% APR on Bitcoin

▸ Borrowing mechanism: Capital via crvUSD allocation

▸ Tokenomics: Choose real yield OR tokens

▸ Dynamic admin fees adjust with staking

▸ GTM: Target miners, funds, treasuries

▸ Multi-chain: Separate tokens vs. bridges

▸ Market size: $50-100B addressable

▸ Beyond Bitcoin: ETH and volatile assets

▸ Michael on DeFi vs. OG principles

▸ Challenge: Matching sims to reality

▸ Why this beats points and yield farming

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Michael's Twitter: @newmichwill

▸ Curve Finance Twitter: @CurveFinance

▸ Yield Basis Twitter: @yieldbasis

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Intro: Yield Basis and Michael Egorov

01:15 - Yield Basis: Single-sided LP without impermanent loss

02:00 - Impermanent loss with Bitcoin/USDT

07:30 - AMMs create "buy low, sell high"

09:00 - Solution: Leverage eliminates square-root pricing

13:00 - Curve beats Uniswap v2

15:30 - Historical sims: 10-20% APR

19:00 - Borrowing: Arbitrage and debt management

24:30 - Net returns after costs

25:15 - crvUSD as low-cost capital

27:15 - Separate protocol vs. Curve integration

28:00 - Tokenomics: Real yield OR tokens

32:45 - Points vs. transparent distribution

36:00 - Dynamic fees prevent zero-division

40:00 - GTM: Miners, funds, institutions

43:00 - Multi-chain: Instances vs. bridges

48:30 - BD with competing chains

50:30 - Curve vs. Yield Basis governance

52:00 - Modern vs. OG DeFi principles

55:30 - Treasury relationships vs. decentralization

56:30 - Challenge: Real-world performance

58:30 - Market: $50-100B addressable

1:02:00 - crvUSD scaling mechanics

1:06:15 - Market cap ceiling calculations

1:08:00 - Beyond Bitcoin: Gold, volatiles

1:08:45 - DeFi innovations: Pendle, Athena

1:11:30 - Hyperliquid bootstrap strategy

1:12:00 - Closing: Growth parallels

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.

Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun’s bigger vision: beyond meme coins, it’s aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem.

Pump.fun: https://pump.fun

🎯 Key Highlights

▸ Pump.fun’s vision: TikTok + Robinhood + Twitch in one

▸ Streamers earning 100–300x more than on traditional platforms

▸ 9 failed products before finding product-market fit

▸ Why most crypto firms are just riding Bitcoin

▸ New fee model: $2.4M to creators on day one

▸ Mobile-first: beating desktop crypto apps

▸ $2B balance sheet for smart capital moves

▸ 100% revenue buybacks (Hyperliquid/Binance playbook)

▸ Roadmap: stablecoin + full financial stack

▸ Young founders vs. traditional finance

▸ Why social media’s incentives are broken

▸ Targeting 16–24s ignored by incumbents

▸ Stats: 70 staff, $1.6B locked, billion+ daily volumes

▸ Aggressive M&A, Facebook-style

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Sapijiju's Twitter: @sapijiju

▸ Pump.fun Twitter: @pumpdotfun

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 – Intro & Sapijiju’s crypto journey

04:45 – 9 failed products → Pump.fun success

07:15 – Product-market fit & anti-rug mechanism

09:15 – Scaling team to 70

10:30 – Vision: social trading super-app

13:00 – $2.4M to streamers on launch day

14:15 – Why social platforms fail creators

16:45 – 300x better monetization

18:15 – DMs, streaming & mobile-first

19:30 – Competing vs. Coinbase/Binance

21:45 – User patterns: TikTok + finance

24:30 – Network effects via creator rewards

26:30 – $500k creator starter kits

28:00 – Mobile strategy for viral growth

29:15 – Zora vs. Pump.fun (content vs. coin)

31:15 – Small changes → 5x streaming growth

33:30 – Sandbox for creator freedom

35:15 – Telegram + crypto-native tools

36:30 – Democratized ICOs

38:15 – $1.6B locked, billion+ daily volumes

39:15 – Stablecoin vision

40:15 – Long-term: global takeover

42:30 – $2B balance sheet strategy

44:30 – ROI-driven capital deployment

45:15 – M&A playbook

46:15 – DAT & institutional access

47:15 – Revenue buybacks model

49:15 – VCs missing meme culture

51:15 – Story Protocol critique

53:30 – Meme coins vs. infra “scams”

54:30 – Generational wealth cycles

57:45 – Crypto as last frontier

59:15 – TradFi as modern slavery

1:01:30 – Black Mirror & moderation

1:02:30 – Mobile growth engines

1:03:30 – Scaling to $200M daily revenue

1:04:30 – Post-token comms lessons

1:05:30 – Open DMs & next episode

1:06:15 – 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 Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech.

Delphi Intelligence: https://www.delphiintelligence.io/

🎯 Key Highlights

▸ Why Delphi pivoted to AI after years in crypto research and investing.

▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more.

▸ How the team blends deep research with deal sourcing — like early crypto days.

▸ The three phases of AI scale: pretraining, inference, and the RL renaissance.

▸ José and PD on decentralizing RL and building “The World’s RL Gym.”

▸ The case for open AI: modular design, public reasoning, and collaboration.

▸ How LLMs are learning to “think longer” — and what it means for training.

▸ Open-source vs. proprietary AI — and China’s growing lead in open models.

▸ Why José believes AGI may already be here with GPT-4o.

▸ Where early AI startups can still win — from robotics to edge hardware.

▸ Why this AI moment feels like crypto in 2017 — and why it’s still early.

▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic.

▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences.

▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead.

▸ How Delphi plans to find early winners in AI, like they did in crypto.

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Delphi Intelligence's Twitter: @delphi_intel

▸ PD's Twitter: @PonderingDurian

▸ José's Twitter: @ZeMariaMacedo

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://x.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

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 Delphi Intelligence

01:30 - Why AI Feels Like Crypto in 2017

03:30 - The AI Research Gap Delphi Aims to Fill

06:30 - Robotics Deep Dive: Humanoids vs. Specialization

10:00 - AI’s Impact on Traditional Tech Moats

14:30 - Can the Mag 7 Be Disrupted by AI Labs?

17:00 - Google, Meta, OpenAI, and the Race for Interface

21:00 - Crypto as a Hedge Against AI-Driven Inequality

24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI

28:00 - China’s Open-Source AI Strategy

31:30 - Zero-to-One vs. One-to-X Innovation Models

35:00 - Open-Source Models: Strategic or Suicidal?

38:00 - Early-Stage Edge: Where Startups Can Win

42:00 - Verticalized AI Apps, Context Engineering, and GPTs

46:00 - US vs. China in Robotics: Software vs. Hardware

50:00 - The Role of Simulation, Sensors, and Real-World Feedback

53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow

55:00 - The Vision for Delphi Intelligence 10 Years Out

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 Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice.

Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock.

Dev.Fun: https://dev.fun/

🎯 Key Highlights

▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun
▸ Birth of Dev.Fun and the “vibe coding” philosophy
▸ Empowering non-tech users to build token-based apps
▸ Shift from memes to tools, productivity, and full-stack apps
▸ Views on AI autonomy vs. human-led design
▸ Monetization via in-app payments, tokens, and community ownership
▸ Vision: from solo devs to tokenized micro-startups
▸ Modular backend, AI-first SDKs, and payment stack
▸ Stance on moderation, decentralization, and freedom
▸ How Dev.Fun differs from Web2 builders like Locofy
▸ Long-term incentives and plans for a Dev.Fun token
▸ Crypto-native future of streaming, distribution, and curation
▸ Why Solana powers their user-generated crypto apps

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Dev.Fun's Twitter: @devfunpump

▸ Devlord's Twitter: @devlordone

▸ Robi's Twitter: @RxbiXyz

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: / delphi_digital

💼 LinkedIn: / delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 – Intro: Dev.Fun, Devlord & Robi
01:00 – Meeting via Pump.fun, founding story
02:20 – Vibe coding with AI
04:15 – Empowering non-devs to launch apps
06:30 – Token mechanics vs. traditional apps
08:00 – In-app monetization strategies
10:00 – Favorite builds: memes to tools
13:30 – Viral Epstein app & other hits
15:30 – AI autonomy vs. human input
18:00 – Can vibe-coded apps scale to startups?
20:00 – Foundation models shaping UX
22:00 – Dev.Fun vs. Lovable: app store vs. SaaS
24:00 – Crypto-native distribution’s edge
26:00 – Tokens, capital, and incentives
28:00 – What’s on-chain vs. off-chain
30:00 – AI scaffolding under the hood
33:00 – Future of decentralized infra
35:00 – Curation, virality, and app caps
37:00 – Moderation and NSFW policies
40:00 – Streaming, attention, Black Mirror
42:00 – Why Solana powers Dev.Fun
44:30 – Post-launch reflections
46:30 – Building vs. distributing
48:00 – Build team spotlight
49:15 – Token rewards & retention
51:30 – Key metrics: usage & value flow
53:00 – Final thoughts & vision

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 Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale.

375ai: https://www.375.ai/

🎯 Key Highlights

▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai.
▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token.
▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used.
▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge.
▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses.
▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments.
▸ New buyer types and use cases emerging as the network scales and historical data grows richer.
▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies.
▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy.
▸ Modular sensor system design that supports future upgrades and evolving data needs.
▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage.
▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment.
▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths.
▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source.
▸ Key challenges and risks in building and scaling physical hardware for the network.
▸ The story behind the name “375ai.”

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ 375ai's Twitter: @375ai_

▸ Harry's Twitter: @harry_dewhirst

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: / delphi_digital

💼 LinkedIn: / delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Intro: Harry Dewhirst & 375ai

00:55 - Harry's background

02:26 - 375ai's pivot

08:29 - 375ai overview

10:48 - Why 375ai's data is valuable

13:28 - Concrete examples of data usage

18:18 - Current stage of 375ai

22:38 - Future customers and scale

25:57 - Go-to-market strategy

29:28 - Edge AI vs. Cloud AI

34:47 - Sensors and device design

38:15 - 375ai Street and self-deployment

41:52 - Comparison with Hivemapper

44:17 - 375ai Go (mobile app)

48:06 - Demand from LLMs and real-world data

53:29 - Biggest risks and challenges

57:48 - Meaning behind the name 375ai

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 Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch.

Taofu: https://www.Taofu.xyz/

Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5

🎯 Key Highlights

▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao

▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure

▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based

▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO

▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens

▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN

▸ How miners earn rewards for providing VPN infrastructure across 80+ countries

▸ Vesting mechanics and governance voting for SNS token holders

▸ Future AI predictions: robotics integration and potential for extended human lifespan

💡 Subscribe for more crypto & AI insights! 🔔

🧠 Follow the Alpha

▸ Taofu's Twitter: @taofuxyz

▸ Mikel's Twitter: @0xDutchmikel

▸ Mitch's Twitter: @Axilo

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: / delphi_digital

💼 LinkedIn: / delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Intro: Mitch, Mikel & Taofu

01:00 - Mikel's DeFi background and transition to Bittensor

02:00 - Mitch's growth background and getting "red-pilled" into Tao

03:00 - Taofu genesis: From liquid staking to subnet launchpad

05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics

06:00 - How Taofu solves subnet funding and exit liquidity problems

08:00 - Pre-dTAO barriers: High registration costs and predatory deals

11:00 - Taofu's tokenization process and multisig custody

14:00 - Due diligence and curation model for subnet selection

17:00 - Balancing AI advancement vs. Bittensor ecosystem growth

22:00 - Dream projects: Creative AI and privacy-focused solutions

25:00 - Tao Private Network (TPN): Decentralized VPN subnet

28:00 - TPN's global infrastructure and miner incentives

33:00 - User experience and dynamic incentive adjustments

34:00 - Upcoming TPN sale mechanics and vesting structure

37:00 - Taofu platform evolution: Analytics, governance, and bridges

38:00 - Future of AI: 6-month predictions and longevity implications

42:00 - AGI timeline predictions and 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.