Delphi's Markets Year Ahead 2025

Delphi's Markets Year Ahead 2025

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics bet...

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Episoder(482)

Building the SoftBank of Robotics | Andrew Kang

Building the SoftBank of Robotics | Andrew Kang

Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of Robo Strategy. After managing personal capital through Mechanism...

29 Jul 1h 23min

OpenAI is Making a MASSIVE Mistake

OpenAI is Making a MASSIVE Mistake

In this episode of The Delphi Podcast, Tommy sits down with Travis Good, co-founder of Ambient, to discuss why open-source AI may ultimately beat the closed labs and what that shift means for develope...

28 Jul 1h 32min

Identifying Generational Managers with Jordan Nel

Identifying Generational Managers with Jordan Nel

Join José as he hosts the first episode of the Emerging Manager series, sitting down with Jordan from Nomads—the fund-of-funds arm of the legendary VC firm Hummingbird. Together, they break down what ...

14 Jul 1h 19min

Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir

Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir

What makes a great founder? Sandy Kory has spent decades trying to answer that question. As the founder of Horizon, he's backed companies like Palantir, BillionToOne, Canva, BaseTen, and SendCutSend ...

22 Jun 1h 35min

Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance

Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance

Join Yan Liberman and Can Gurel as they speak with Samed Düzçay, founder of Tori, a yield protocol bringing institutional-grade delta-neutral strategies on-chain. Samed shares his journey from mining ...

5 Mai 55min

Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?

Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?

Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesi...

2 Feb 1h 30min

Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants

Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants

Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest on...

19 Jan 1h 8min

Nic Carter: Quantum Threatens $600B of Bitcoin

Nic Carter: Quantum Threatens $600B of Bitcoin

Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensiv...

9 Jan 1h 6min

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