
Terra Autumn Series Ep. 7: Introducing Ultimate Composability, Refracting Digital Assets with PRISM
Head of Delphi Labs Jose Maria Macedo sits down with Hyperion, General Manager of PRISM, a protocol that “refracts” digital assets into yield and principal components, enabling the next level of DeFi composability. The two discuss the potential of interest rate derivatives in crypto, projections for principal and yield tokens, the composability of these refracted assets, and much more! Show Notes: (00:00:00) – Introduction. (00:01:27) – Hyperion’s background. (00:05:42) – Deciding to build in crypto. (00:07:27) – Interest rate derivatives in TradFi. (00:11:09) – Using interest rate derivatives as a hedge. (00:14:40) – The size of the interest rate derivatives market. (00:16:50) – The founding basis of PRISM. (00:17:45) – Bonding / yield curves in crypto. (00:22:06) – The user journey on PRISM. (00:23:45) – Price expectations for pLuna and yLuna. (00:29:37) – Long/short strategies for pLuna and yLuna. (00:32:10) – Perpetuals for pLuna. (00:34:35) – Fixed maturity on the tokens. (00:37:15) – The relationship between p tokens and y tokens. (00:38:57) – Tokens beyond pLuna and yLuna. (00:42:08) – The possibilities for aUST? (00:44:48) – Additional functionalities on PRISM. (00:48:01) – The $PRISM token. (00:53:11) – Composability use-cases for PRISM. (00:55:24) – Why interest rate derivatives have not gained traction in crypto. (00:59:41) – The core interest rates in crypto. (01:03:52) – Closing thoughts. Social links: Hyperion’s Twitter PRISM Twitter PRISM Telegram PRISM Discord Resources: Delphi Podcast Summaries PRISM Website PRISM Litepaper 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 Dec 20211h 6min

Bored Elon: Sharing Invention Ideas to 1.7m Followers, Blockchain Gaming, Diligencing a Gaming Investment and AI in Multiplayer Games
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with angel investor and pseudonymous online persona Bored Elon Musk. Bored started out as an Elon Musk parody account and has grown to having over 1.7M followers today. The two discuss the journey of growing a pseudonymous account, traditional gaming versus Web3 gaming, effective integration of artificial intelligence (AI) into multiplayer games, and much more. Show Notes: (00:00:00) – Introduction. (00:02:27) – The journey of being a pseudonym. (00:06:23) – Transitioning into crypto. (00:08:27) – The benefit of being pseudonymous. (00:11:29) – Using reputation to build versus chasing quick money. (00:13:44) – Traditional gaming shifting to the Web3 model. (00:18:27) – Traditional gaming versus Web3 gaming. (00:25:54) – Attracting talent from traditional gaming. (00:27:28) – How game communities can contribute to building. (00:31:29) – What a successful Web3 game needs. (00:36:35) – Thoughts on the sheer amount of games coming out. (00:39:02) – Games on specific L1s and L2s. (00:42:24) – Realistic timelines for immersive full-fledged crypto games. (00:46:49) – Multiplayer and AI gaming. (00:53:00) – The societal impact of our next generation earning from games. (00:56:43) – Game monetization and play-to-earn models. (01:01:32) – Overview of MetaMars. (01:05:34) – Closing. Social links: Bored’s Twitter Resources: Delphi Podcast Summaries MetaMars Website Voxies Website Sipher 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 Dec 20211h 6min

Not3Lau Capital: Hunting for Alpha, Finding Your Tribe, and Working Effectively With Founders
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with the Lau brothers – Darren, Daryl, and Zachary Lau, also known as Not3Lau Capital. They discuss the importance of finding your tribe, how to work effectively with founders, staying up to speed with the markets and much more! Show Notes: (00:00:00) – Introduction. (00:01:34) – Guests’ backgrounds. (00:04:43) – The twins’ intern experience at CoinGecko. (00:06:08) – The journey post-jobs. (00:09:02) – The brothers’ biggest lessons from their last jobs. (00:12:56) – Finding your tribe in crypto. (00:16:53) – Judging tribes in crypto. (00:17:38) – What to look out for when doing due diligence. (00:21:12) – What makes a great founder. (00:25:29) – Giving critical feedback to founders. (00:31:47) – Staying up to speed with the market. (00:35:17) – The Daily Ape. (00:36:35) – Finding rotations and narratives early. (00:40:44) – How the brothers compliment each other. (00:44:59) – What the brothers disagree on. (00:47:34) – How the investment committee held in Not3Lau Capital. (00:48:57) – Their best and worst plays. (00:58:24) – Advice to people new to crypto. Social links: Darren’s Twitter Daryl’s Twitter Zachary’s Twitter Not3Lau Capital Twitter Resources: Delphi Podcast Summaries The Daily Ape Website The Daily Ape Telegram Daryl’s Thread on Finding Your Tribe 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 Dec 20211h 5min

Pink Swan Trading: DeGen NFT Data Analytics, Building an Institutional Grade Crypto Options Analytics Platform, and a Business Wrapped in a CryptoPunk
Director of Delphi Research Ashwath Balakrishnan and Delphi Ventures Analyst Avi Zurlo, sit down with Pat Doyle and Greg Magadini, Co-founders of Pink Swan Trading, a crypto data studio. They have in-depth discussions around their products DeGenData, a de-generative NFT data lab, and Genesis Volatility, an institutional grade crypto options analytics platform, and much more! Show Notes: (00:00:00) – Introduction. (00:00:33) – Guests’ backgrounds. (00:04:32) – Ethereum maximalism. (00:06:35) – Thoughts on the NFT revolution. (00:10:09) – Overview of DeGenData. (00:12:30) – Most interesting insight from DeGenData. (00:14:00) – Building a brand around a CryptoPunk. (00:16:46) – Selling DeGenData as a CryptoPunk. (00:19:33) – Complying with regulations. (00:23:00) – The landscape of crypto options. (00:27:06) – Offering options on long-tail assets. (00:31:03) – Genesis Volatility’s differentiator. (00:34:54) – The inspiration for Genesis Volatility. (00:36:36) – Thoughts on DeFi volatility. (00:41:52) – Bringing institutions into trading DeFi volatility. (00:43:09) – Thoughts on flow dynamics on DeFi options protocols. (00:46:06) – Guests’ favorite DeFi options protocols. (00:49:13) – Thoughts on convergence toward traditional markets. (00:50:38) – Advice for builders in crypto. (00:53:56) – Rapid fire questions. (00:57:26) – Closing. Social links: Pat’s Twitter Greg’s Linkedin DeGenData Twitter Genesis Volatility Twitter Genesis Volatility Linktree Resources: Delphi Podcast Summaries DeGenData Website Genesis Volatility Website Genesis Volatility Blog 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
30 Nov 20211h

LayerZero Labs: Building the Future of Cross-chain, LayerZero Protocol, and Solving the Bridging Trilemma with Stargate
Delphi Digital’s cross-chain experts, Avi Zurlo and Can Gurel sit down with co-founders, Bryan Pellegrino (CEO) and Ryan Zarick (CTO), of LayerZero Labs, a trustless omnichain interoperability protocol. They discuss building the future of cross-chain communication, solving the bridging trilemma, and Stargate, a cross-chain liquidity network. Show Notes: (00:00:00) – Introduction. (00:00:47) – Guests’ take on the future of blockchains. (00:03:25) – What is LayerZero? (00:09:00) – Expected oracle-relayer combinations. (00:12:51) – The architecture and efficiency of the ultra light node. (00:15:06) – The opportunities for on-chain generic messaging. (00:18:01) – Overview of Stargate. (00:23:00) – The bridging trilemma. (00:27:46) – Stargate’s user experience. (00:33:57) – Instant guaranteed finality on Stargate. (00:37:22) – Chains that Stargate will support. (00:40:30) – LayerZero and Stargate tokens? (00:45:23) – LayerZero’s biggest challenge. (00:49:18) – How people can get involved with LayerZero. (00:51:18) – Closing thoughts. Social links: Bryan’s Twitter Ryan’s Twitter LayerZero Labs Twitter Stargate Twitter Resources: Delphi Podcast Summaries LayerZero Website LayerZero Blog The Bridging Trilemma More Watch Our 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.
29 Nov 202151min

PleasrDAO: Collecting Internet Culture, Acquiring the Wu Tang Clan Album, Snowden & Doge NFT, and Art DAO Operations
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with members of PleasrDAO Jamis (Chief Pleasing Officer), Andy (founder of Fractional), and gmoney (INFINFT Partner). PleasrDAO is a collective focused on acquiring culturally significant art pieces, creating value from the essence of the pieces and sharing them with the community. Topics discussed include the origins of PleasrDAO, war stories behind significant art pieces, challenges with operating an art DAO, and much more! Show Notes: (00:00:00) – Introduction. (00:00:52) – Elevator pitch for PleasrDAO. (00:03:01) – The origins of PleasrDAO. (00:06:20) – Building out an art DAO. (00:11:50) – Sole ownership vs. owning NFTs as a community. (00:13:29) – PleasrDAO’s coordination process. (00:15:35) – Deciding when to add or remove members. (00:17:02) – The challenges as a DAO. (00:20:46) – War stories behind collection pieces. (00:25:18) – Deciding what to focus on as a DAO. (00:30:05) – Planning to monetize assets. (00:32:16) – The Wu Tang Clan Album. (00:36:28) – The Edward Snowden NFT. (00:39:57) – DAO Operations. (00:41:51) – The future of PleasrDAO. (00:45:50) – How far away is ideal DAO tooling? Social links: PleasrDAO Twitter Jamis’ Twitter Andy’s Twitter Gmoney’s Twitter Pplpleasr’s Twitter The Doge NFT Twitter Resources: Delphi Podcast Summaries PleasrDAO Website PleasrDAO Gallery PleasrDAO Blog Wu Tang Clan Album Feature Article More Watch Our 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 pa
26 Nov 202150min

Jose & Yan discuss Delphi Labs, Incubating Mars/Astroport, & Token Economic Design
Head of Delphi Labs Jose Maria Macedo sits down with Managing Partner of Delphi Ventures Yan Liberman to discuss all things Delphi Labs. The two discuss the origin and goal of Delphi Labs, design considerations around Mars and Astroport token economics and lockdrop mechanisms, and much more! Show Notes: (00:00:00) – Introduction. (00:02:21) – The genesis of Delphi Labs. (00:04:10) – Working on Axie Infinity. (00:05:30) – What is token economics? (00:08:27) – Moving from consulting to building. (00:09:50) – The Terra Luna story. (00:20:03) – Mars as a generalized credit protocol. (00:24:04) – $MARS token economics. (00:29:14) – Mars’ dynamic interest rate model. (00:31:49) – Overview of Astroport. (00:32:40) – $ASTRO token design. (00:41:02) – Astroport’s launch strategy. (00:57:50) – Other incubator projects. (01:00:34) – The goal of Delphi Labs. (01:06:04) – Closing thoughts. Social links: Jose’s Twitter Yan’s Twitter Mars Twitter Astroport Twitter Resources: Delphi Podcast Summaries Mars Website Mars Blog Astroport Website Astroport Blog More Watch Our 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 Nov 20211h 11min

SquiggleDAO: Creating Lasting Cultural Impact, Bootstrapping a $25 Million Dollar Treasury, and Incentivizing DAO Work
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Gregg, Instigator and Genesis Team of SquiggleDAO, a DAO foundry for on-chain generative art. The two discuss the role of Squiggles within the community, bootstrapping its treasury, incentivising DAO work, and much more! Show Notes: (00:00:00) – Introduction. (00:00:17) – What is a Squiggle? (00:01:29) – How Gregg got into Squiggles. (00:02:52) – Introduction to SquiggleDAO. (00:05:18) – The effects of SquiggleDAO’s entry requirements on the community. (00:08:00) – The role of Squiggles within the DAO. (00:10:35) – Current community projects. (00:13:07) – Gregg’s role within the DAO. (00:16:26) – The SquiggleDAO treasury. (00:19:12) – Why members were willing to part with valuable art pieces. (00:25:00) – The value of SquiggleDAO tokens. (00:27:17) – Hunting for rare Squiggles. (00:28:43) – How SquiggleDAO operates. (00:33:40) – Are members’ worth in Squiggles a factor? (00:35:22) – Reputation vs. incentives as motivators. (00:38:12) – Using rare Squiggle fractions vs. floor Squiggles for DAO entry. (00:39:47) – Expanding beyond Squiggles. (00:43:08) – Success metrics for SquiggleDAO. (00:45:30) – Closing thoughts. Social links: Gregg’s Twitter SquiggleDAO Twitter Resources: Delphi Podcast Summaries SquiggleDAO Website SquiggleDAO Blog SquiggleDAO Governance Our Interview with Erick, Creator of Squiggles 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.
18 Nov 202145min





















