Investing Frameworks For The Exponential Age | Crypto x AI Event

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.

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Pascal Gauthier, President of Ledger: The Future of Crypto Custody

Pascal Gauthier, President of Ledger: The Future of Crypto Custody

Pascal Gauthier, President of Ledger, the provider of the popular crypto hardware wallet to update us on the future of the company. Topics include Komainu (Ledger partnered with Nomura to create a full-service institutional crypto service), Ledger Vault and the future of the company.   - Ledger has sold 1M+ hardware wallets; whats next on the roadmap and functionality.   - A discussion on Ledger Vault the institutional custodian offering; custody can unlock billions of inflows in our opinion.   - How ledger Vault differentiation vs Gemini, Coinbase, DACC, Kingdom Trust and competitors.   - Why ledger is the most secure institutional custody provider.   - Ledger’s institutional custodianship offering is competitively priced, especially in comparison to gold.   - Details on Komainu the first full custodian ready for institutional money. With Nomura. Komainu will hold the private keys.   - Ledger can easily implement updates faster than exchanges to support new cryptocurrencies   - Ledger’s future plans to support security tokens.     Add your email on 51pct.io for our extensive research reports. 51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io Disclosure: Tom Shaughnessy owns tokens in ETH. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

15 Okt 201831min

Myles Snider of Aurora EOS: A Response To The Massive Controversy On The 5th Largest Blockchain

Myles Snider of Aurora EOS: A Response To The Massive Controversy On The 5th Largest Blockchain

Today on 51percent's Institutional Podcast we have Myles Snider, the CEO of Aurora EOS a candidate block producer for EOS. Myles was also previously head of research at Multicoin Capital.  EOS has faced intense scrutiny over the past few weeks, and we take a detailed and unbiased look under the hood.   Unbiased deep dive covering everything EOS   Myles’ response to the massive controversy regarding EOS (limited nodes, vote buying, cartels, the future, renting out resources)   Will EOS solve its issues before Ethereum is able to scale with Level 2?   Can BlockOne actually deploy its $4B?   Info on EOS' 21 validators, how they can change and how 70 are compensated on standby.    Details on the resource exchange to lend out EOS for a return   How the EOS constitution cannot be enforced by code.   The beauty of on chain governance and so much more. Add your email on 51pct.io for our extensive research reports. 51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io Disclosure: Tom Shaughnessy owns tokens in ETH and has no position in EOS. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

11 Okt 20181h 9min

ConsenSys Capital Co-Founder Andrew Keys: The Future of Ethereum and ConsenSys

ConsenSys Capital Co-Founder Andrew Keys: The Future of Ethereum and ConsenSys

Andrew Keys, the Co-Founder of ConsenSys Capital discusses all things blockchain and the future of both ConsenSys and Crypto - a must listen to episode. - ConsenSys Capital Overview (token Foundry, consensus digital securities, consensus ventures, Trustology, Balan3e)   -Custodianship is the main factor for institutional adoption, through Trustology.   - What types of investments ConsenSys Ventures is making (Rocket Pool, Exchanges)   - Brooklyn Project (regulatory frameworks for tokens), Civil for Journalism, focus on consumer utility tokens as software licenses.   Add your email on 51pct.io for our extensive research reports. 51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io Disclosure: Tom Shaughnessy owns tokens in ETH. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

10 Okt 201857min

Polymath Co-Founder and CEO Trevor Koverko: The Security Token War

Polymath Co-Founder and CEO Trevor Koverko: The Security Token War

In the first episode of 51percent's Institutional Crypto Podcast, we have the co-founder and CEO of Polymath, Trevor Koverko. Polymath is one of the most well know and largest security token platforms, and is leading the charge to securitize potentially trillions in assets.  In this episode we dive into - The creation of Polymath State of security token platforms Size of the security token market How Trevor's mentality has changed over the years since launching Polymath, and how Polymath wants to work with institutions. Will Polymath stay linked to Ethereum? 40+ tokens have been launched on the platform. "The security token market will be bigger than the market for utility tokens" There are no demand problems on attracting entities interested in doing security token offerings. Existing banks are going to have their taxi cab moment and if they don't take us seriously, they're going to get uberized"  Add your email on 51pct.io for our extensive research reports. 51percent's Institutional Crypto Podcasts are to the point discussions with crypto leaders for analysts, funds and institutions. Make sure to add your email on 51pct.io Disclosure: Tom Shaughnessy owns tokens in ETH and POLY. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast.

4 Okt 201833min

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