Delphi's Markets Year Ahead 2025

In this episode, we sit down with Friktion Labs’ Co-founders, Uddhav Marwaha (CEO) and Alex Wlezien (CTO). Friktion is a full-stack portfolio and risk management platform for individuals, DAOs, and institutions built on Solana. We talk about portfolio construction strategies with Friktion’s Volts, DAO treasury management through Circuits, outlook on crypto derivatives, and much more. Show Notes: (00:00:28) – Guests’ backgrounds. (00:03:30) – Introduction to Friktion and derivatives. (00:10:26) – Friktion’s auction mechanism. (00:17:06) – The options OTC market and AMMs. (00:22:10) – Friktion Volts. (00:27:34) – Circuits and portfolio construction. (00:38:12) – Asset correlation in crypto. (00:41:37) – Catalysts for structured products. (00:53:16) – Friktion’s onboarding process. (00:55:12) – The growth of crypto derivatives. (01:02:02) – Conceptualizing Friktion’s token? (01:04:14) – Closing. Social links: Uddhav’s Twitter Alex’s Twitter Friktion Twitter Resources: Friktion Website Friktion Docs Friktion’s Circuits Friktion Forum 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 Touko 20221h 4min

This is a bonus episode of our crypto venture capital series. Tommy Shaughnessy hosts Ryan Zurrer, Founder and Managing Director of Dialectic AG. We discuss being early to narratives, filtering potential investments, thoughts on the bear market, and much more. Dialectic AG is a capital enterprise focused on delivering outlier returns via synergistic deployment of human and financial capital into alternative assets and compelling, globally diversified opportunities. Show Notes: (00:00:00) – Introduction. (00:02:36) – How to be early / staying open minded. (00:10:35) – Exciting new communities. (00:19:52) – Thoughts on investment DAOs. (00:30:32) – Sizing, portfolio construction, and filtering. (00:45:21) – Giving valuable advice to teams. (00:55:15) – Skepticism, first-mover advantage, and communities. (01:08:06) – Thoughts on founders. (01:16:52) – Twitter and crypto social. (01:29:32) – Thoughts on NFTs. (01:43:33) – Cycles and bear Market. (01:55:25) – Closing. Social links: Ryan’s Twitter Dialectic Twitter Resources: Dialectic Website Our Crypto Venture Capital Series 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.

21 Touko 20221h 54min

In this episode, we sit down with David Johansson, Founder and CEO of MetaKing Studios, the team behind BLOCKLORDS, a medieval grand strategy game where players shape its world and narrative. We dive into the core pillars of gameplay, breeding and battle mechanics, integrating seasons and dynasties, and much more. Show Notes: (00:00:00) – Introduction. (00:01:44) – David’s background. (00:16:24) – BLOCKLORDS origin. (00:20:43) – Overview of BLOCKLORDS. (00:29:02) – Game rollout. (00:33:10) – Lords and civil war. (00:36:08) – Game mechanics and king gameplay. (00:45:59) – The dynasty system. (00:52:42) – Breeding and seasons. (00:55:48) – Upcoming events. Resources: David’s Linkedin BLOCKLORDS Twitter BLOCKLORDS Website BLOCKLORDS Whitepaper 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.

17 Touko 202258min

Stani Kulechov is the Founder of Aave and Lens Protocol, a composable and decentralized social graph that makes building Web3 social platforms easy. We discuss tokenizing online social relationships, giving online social ownership to the users, algorithm tweaking, and much more. Show Notes: (00:00:00) – Introduction. (00:02:42) – What is Lens Protocol? (00:09:16) – Web3 and social graphs. (00:19:11) – What a decentralized social graph will unlock. (00:33:13) – Web3 social business models. (00:38:48) – Will Lens social graphs become more valuable than Web2 social graphs? (00:42:57) – Apps building on top of Lens. (00:47:43) – Lens’ success. (00:50:53) – What keeps Stani going? Resources: Stani’s Twitter Lens Protocol Twitter Lens Protocol Discord Lens Protocol 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 Touko 202255min

Most blockchains, as we know them, are monolithic in nature. Nodes take care of its three core functions; consensus, data availability, settlement and execution. In contrast, modular blockchains are fundamentally different – each layer of the stack specializes in one or many of its functions. Soon, anyone will be able to deploy their own blockchain. Having co-founded Celestia, the world’s first modular blockchain network, our third DISRUPTORS guest, hacktivist Mustafa Al-Bassam shares his vision of sovereign communities and how he invented a clever hack to widely redistribute power. Show Notes: (00:00:00) – Introduction. (00:02:13) – Hacktivism and power redistribution. (00:07:20) – Bitcoin and blockchain scalability. (00:25:27) – The rise of the modular blockchain. (00:39:21) – Sovereignty in modularity. (00:51:57) – Q&A. Resources: Mustafa’s Twitter Celestia Twitter Celestia 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.

3 Touko 20221h 13min

In this episode, we sit down with Jin, Avaer, and Ahad from Webaverse, a fully open source and open license web metaverse. We discuss the ethos behind building on open standards, Upstreet, the MMO built on Webaverse, the NFT drop, and much more. Show Notes: (00:00:00) – Introduction. (00:05:44) – What is Webaverse? (00:09:22) – Building on web & open standards. (00:16:05) – The Webaverse stack. (00:28:29) – Upstreet and community world building. (00:34:35) – How players, builders, and projects can get involved. (00:44:18) – Technical roadmap and NFT drop. (00:48:24) – Defining success / value capture. (01:00:08) – Unlocking online 3D worlds. (01:02:24) – Thoughts on the metaverse. (01:11:20) – Rapid fire questions. Social links: Jin’s Twitter Avaer’s Twitter Webaverse Twitter M3 Twitter Resources: Webaverse Website Webaverse User Docs Thread on Webaverse 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.

30 Huhti 20221h 27min

In this episode we sit down with Andre Cronje, a renowned DeFi developer and the creator of Yearn. We talk about the reasons behind rallying for regulated crypto, leaving the crypto badlands, the Solidly launch on Fantom, and much more. Show Notes: (00:00:00) – Introduction. (00:02:05) – Biggest regrets and looking back on Yearn. (00:08:30) – A better path to decentralization. (00:16:40) – Why create regulated crypto? (00:28:06) – What regulated crypto could look like. (00:40:27) – The path to regulation. (01:03:00) – Andre, Fantom, and Solidly. (01:22:24) – Closing. Resources: Andre’s Blog | Article 1 | Article 2 Our Previous Interview With Andre Andre’s Work on Fantom: Fantom contributors (Github) Fantom code walkthrough Opera consensus paper Opera transaction ordering 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.

27 Huhti 20221h 21min

In this episode, we sit down with Conor Moore and David Choi from MetaStreet, a liquidity routing and scaling solution for peer-to-peer (P2P) NFT-collateralized loan platforms. We discuss the problems with scaling NFT lending, how MetaStreet vaults work, gamifying governance, and much more. Show Notes: (00:00:00) – Introduction. (00:00:49) – Guests’ backgrounds / starting MetaStreet. (00:08:46) – The state of NFT lending. (00:12:23) – The underwriting process. (00:22:02) – Will loans for floor assets be peer-to-pool? (00:27:21) – Overview and vision of MetaStreet. (00:36:42) – Lending of gaming assets. (00:39:55) – MetaStreet’s governance. (00:52:07) – MetaStreet’s roadmap / beta details. Resources: Conor’s Twitter David’s Twitter MetaStreet Twitter MetaStreet Discord MetaStreet 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.

25 Huhti 202258min