Delphi's DeFi Year Ahead 2025

Delphi's DeFi Year Ahead 2025

Join Ceteris and the Delphi Research DeFi team for an in-depth analysis of decentralized finance trends heading into 2025. The discussion explores the evolution of consumer DeFi applications, examining innovative spending solutions, stablecoin developments, and emerging wallet infrastructure. The team unpacks major shifts in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem.


🎯 Key Highlights


▶ Analysis of consumer DeFi adoption through crypto spending cards and real-world integration

▶ Deep dive into revenue-sharing stablecoin models and the evolving stablecoin landscape

▶ Examination of next-generation DEX designs including Uniswap v4 hooks and Sorella

▶ Overview of ZKTLS technology and its implications for under-collateralized lending

▶ Discussion of the "fat wallet" thesis and front-end value capture in DeFi

▶ Analysis of emerging business models and value accrual in DeFi infrastructure


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🧠 Follow the Alpha


▶ Ceteris' Twitter: @ceterispar1bus

▶ Jordan's Twitter: @yeak__

▶ Neel's Twitter: @DaftaryNeel

▶ Robbie's Twitter: @robbiepetersen_


🔗 Connect with Delphi


🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital



🎧 Listen on


Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q



Timestamps


00:00 - Introduction and Overview

02:08 - Consumer DeFi Discussion

07:14 - Crypto Cards and Payment Solutions

10:49 - Stablecoin Evolution and Models

17:13 - Revenue Sharing in Stablecoins

20:48 - DEX Innovation and Design

29:37 - Fluid DEX and LP Innovations

40:37 - ZKTLS Technology Overview

46:35 - Front-end Value Capture

56:23 - Wallet Infrastructure Discussion

01:00:38 - Future of DeFi Discussion



Disclaimer


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 Ventures 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.

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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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