Investing Frameworks For The Exponential Age | Crypto x AI Event
The Delphi Podcast29 Loka 2024

Investing Frameworks For The Exponential Age | Crypto x AI Event

The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future.

In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society.


Key insights:


- Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals

- The next 6 years represent a critical window to position for the new economic paradigm

- Technology and crypto represent the primary vectors for capturing value in the exponential age

- The intersection of AI and blockchain could enable new forms of economic activity and value creation


"We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal


Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai


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Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.


Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:


https://olas.network/

https://venice.ai/

https://near.org/

https://mira.foundation/

https://www.theoriq.ai/


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Follow the Speakers:


- Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II

- Raoul Pal on Twitter/X ► https://x.com/Raoulgmi


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Chapters


00:00 Introduction and Sponsor Acknowledgments

00:49 Introduction with Raoul Pal

01:53 The Exponential Age Thesis

04:28 Impact of AI on Economic Growth

08:05 Future of Markets and Investment Returns

11:47 AI, UBI, and Economic Transformation

14:10 The Future of Money in an AI World

17:41 Blockchain and AI Integration

21:43 Traditional Investors' Understanding of AI

24:43 Government and Regulatory Response

30:02 Investment Framework Evolution

34:12 High Conviction Investment Bets

39:43 Personal Portfolio Strategy

41:15 Tesla and Tech Stock Analysis

44:49 Elon Musk's Master Plan

49:06 Rapid Fire: Underrated vs Overrated

54:26 Future of Media and Personal AI

59:45 Closing Thoughts and Contact Information


Disclaimer

All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Jaksot(474)

The Evolution of AI in Gaming – Aaron McDonald & Brooks Brown

The Evolution of AI in Gaming – Aaron McDonald & Brooks Brown

This panel was originally presented by Altered State Machine (ASM) during SXSW 2022. Tom Shaughnessy hosts the discussion between masterminds Aaron McDonald (Co-founder of ASM) and Brooks Brown (Co-founder of NOR) on the role of Artificial Intelligence (AI) in gaming. They discuss the benefits of owning an AI, community governance within games, and normalizing NFTs and the financialization of games. Show Notes: (00:00:00) – Introduction. (00:03:07) – AI’s role in gaming. (00:13:44) – Overcoming the fear of AI. (00:18:55) – Why own AI? (00:21:32) – Community involvement in games. (00:33:42) – Competing with large game companies. (00:42:08) – Thoughts on governance in games. (00:49:39) – The game developer’s POV. (00:53:43) – NFTs and financialization of games. Social links: Aaron’s Twitter Brook’s Twitter Altered State Machine Twitter NOR Twitter Resources: Altered State Machine Website NOR Website Our Previous Interview Featuring Altered State Machine Brooks Brown on DISRUPTORS More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

15 Huhti 20221h 1min

Zeta Markets: The Premier Under-Collateralized DeFi Options and Futures Trading Platform Built on Solana

Zeta Markets: The Premier Under-Collateralized DeFi Options and Futures Trading Platform Built on Solana

Tristan Frizza is Co-founder and CEO of Zeta Markets, an under-collateralized DeFi futures & options platform built on the Solana blockchain. We dive into Zeta’s under-collateralization mechanism, CeFi options versus DeFi options, the future of DeFi, and much more. Show Notes: (00:00:33) – Tristan’s background. (00:08:29) – Why DeFi options protocols have failed to take off. (00:19:12) – Zeta’s pricing and volatility calculations. (00:23:56) – Undercollateralized positions and leveraged trading. (00:29:14) – CeFi options vs. DeFi options. (00:36:20) – Thoughts on structured products. (00:43:25) – Pros and cons of DeFi and CeFi options. (00:51:56) – The role of options outside of speculation. (00:56:57) – Benefits of building on Solana. (01:05:30) – The future of Zeta. (01:09:16) – Rapid fire questions. Resources: Tristan’s Twitter Zeta Markets Twitter Zeta Markets Website Our Interview With Genesis Volatility More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

13 Huhti 20221h 19min

Horizon Blockchain Games: How Building a Trading Card Game Led to Web3’s Smartest Wallet

Horizon Blockchain Games: How Building a Trading Card Game Led to Web3’s Smartest Wallet

Peter Kieltyka is Co-Founder of Horizon Blockchain Games, a Web3 product and infrastructure company focused on making Web3 fun, simple, and accessible for everyone. We talk about creating the Skyweaver trading card game, Sequence’s key differentiating features, the importance of ERC-1155 tokens in games, and much more. Show Notes: (00:00:00) – Introduction. (00:05:22) – Overview of Horizon and Skyweaver. (00:14:30) – Dive into Sequence, Niftyswap, and ERC1155s. (00:33:15) – The roadmap for Horizon. (00:41:52) – The biggest architectural obstacles in crypto. (00:47:12) – Rapid fire questions. (00:57:10) – Closing. Social links: Peter’s Twitter Horizon Twitter Sequence Twitter Skyweaver Twitter Niftyswap Twitter Resources: Horizon Website Sequence Website Skyweaver Website Peter’s Road to Web3 talk on Sequence More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

12 Huhti 202259min

Krause House DAO: Empowering Basketball Fans to Buy and Govern an NBA Team

Krause House DAO: Empowering Basketball Fans to Buy and Govern an NBA Team

Flex Chapman is the Co-founder of Krause House DAO, a community of basketball fanatics aiming to buy and operate an NBA team. We discuss the feasibility of buying an NBA team, the implications of a fan-governed team, Krause House’s operational structure, and much more. Show Notes: (00:00:00) – Introduction. (00:02:19) – The inspiration for Krause House. (00:05:57) – Buying an NBA team. (00:13:40) – Structuring Krause House as a DAO (00:21:21) – Governance within Krause House. (00:34:37) – The future of Krause House. (00:39:09) – Closing. Resources: Flex’s Twitter Krause House DAO Twitter Krause House DAO Discord Krause House DAO Website More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

8 Huhti 202242min

Cryptoys: Collectible, Interactive, and Playable Digital Toys for the NFT Generation

Cryptoys: Collectible, Interactive, and Playable Digital Toys for the NFT Generation

Will Weinraub is the Co-founder and CEO of OnChain Studios, the team behind Cryptoys, collectible and playable digital toys for the NFT generation. We discuss the parallels between Cryptoys and Nintendo, the genesis collection launch, managing privacy on transferable AI, and much more. Show Notes: (00:00:00) – Introduction. (00:02:26) – The story behind Cryptoys. (00:08:15) – Overview of Cryptoys. (00:19:59) – Kids, artificial intelligence, and data. (00:25:00) – Building on Flow. (00:30:51) – Potential IP partnerships. (00:32:25) – Kids and digital immersion. (00:37:49) – Rapid fire questions. (00:51:34) – Closing. Social links: Will’s Twitter Cryptoys Twitter Cryptoys Discord OnChain Studios Twitter Resources: Cryptoys Website OnChain Studios Website More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

6 Huhti 202253min

DISRUPTORS: Why DAOs? With Tracheopteryx

DISRUPTORS: Why DAOs? With Tracheopteryx

“The next Buddha may be a Sangha.” DAOs are the next step in collective development, slated to transform life and work as we know it. We are now at the very beginning, and what we’ve seen is only the edge of the shadow. Our second DISRUPTORS guest, Tracheopteryx, gives a new definition for DAOs, laying out their anatomy, and contextualizing their value. Being a core contributor at Yearn and Coordinape, Tracheopteryx sits right at the frontier of the most decentralized DAOs on the planet. What are DAOs? How do they work? Why do they matter? Tune in to find out. Show Notes: (00:00:00) – Introduction. (00:02:02) – Tracheopteryx and Yearn. (00:09:20) – What are DAOs? (00:16:06) – How do DAOs work? (00:39:10) – Why DAOs? (00:45:51) – Q&A Resources: Tracheopteryx’s Twitter Yearn Twitter Yearn Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

4 Huhti 20221h 14min

Crypto Raiders: Creating an Anti-Fragile Game Economy with Skill-Based Gameplay

Crypto Raiders: Creating an Anti-Fragile Game Economy with Skill-Based Gameplay

We sit down with Nicholas Kneuper (CEO) and Nat Eliason (DeFi and Tokenomics Advisor) of Crypto Raiders, an NFT-based dungeon crawler game on Polygon. We dive into earning passive income with MOBS, $RAIDER and $AURUM tokenomics, composability between Polygon games, and much more. Show Notes: (00:00:00) – Introduction. (00:05:44) – Overview of Crypto Raiders. (00:10:45) – Skill-based earning & tournament mechanics. (00:14:53) – $RAIDER and $AURUM tokens. (00:23:33) – The Crypto Raiders economy. (00:32:23) – Unexpected challenges when building. (00:36:38) – The Crypto Raiders community. (00:45:22) – Balancing accessibility, token value, and the economy. (00:49:37) – The Crypto Raiders roadmap. (00:52:39) – Advice to builders. (00:58:29) – MOBS mechanics and composability across games. (01:06:16) – Closing. Social links: Nat’s Twitter Nick’s Twitter Crypto Raiders Twitter Resources: Crypto Raiders Website Crypto Raiders Blog Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

25 Maalis 20221h 9min

Web3 is a Shared Experience: Reka and Raz, Co-Founders of Agora

Web3 is a Shared Experience: Reka and Raz, Co-Founders of Agora

Closing out our Web3 series, we sit down with Reka and Raz, Co-Founders of Agora, a studio DAO building essentials for communities. We dive into community role management with Guild, connecting Web2 and Web3 communities, and much more! Show Notes: (00:00:00) – Introduction. (00:03:46) – Overview of Agora and Guild. (00:14:36) – Bridging Web3 and Web2. (00:19:32) – Thoughts on DAO tooling. (00:30:06) – Community involvement in building. (00:37:16) – Social graphs and privacy. (00:42:12) – What’s missing from the Web3 stack? (00:46:34) – The future of Agora and Guild. (00:51:39) – Where are we in the adoption of Web3? Social links: Reka’s Twitter Raz’s Twitter Agora Twitter Guild Twitter Resources: Agora Website Guild Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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.

23 Maalis 202257min