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**The Delphi Podcast**

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Latest Episodes:

Sreeram Kannan: EigenLayer Is Expanding ETH’s Security to Bootstrap Future Use Cases Mar 28, 2023

Show notes

Sreeram Kannan, Founder of EigenLayer, joins this episode to talk about the innovative power that EigenLayer is bringing to Ethereum.

In this episode we discuss EigenLayer’s data availability layer for ETH L2s to roll down to, which saves costs and solves congestion issues and EigenLayer’s re-staking layer which allows ETH stakers to opt in to support new use cases, earning more yield while accepting more slashing conditions, instead of apps having to roll their own security.

Sreeram is extremely smart (his academic papers ⁠here⁠), I learned a ton during this episode and I hope you do as well. Please share your thoughts and favorite parts of the episode with us on Twitter.

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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 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. Delphi’s transparency page can be viewed here.

Caitlin Long: The Regional Banking Crisis, Deposit Only Banks, and Hyperinflation in Germany Mar 22, 2023

Show notes

Caitlin Long, founder and CEO of Custodia Bank, is one of the most passionate guests we’ve ever had on the podcast.

In this episode we discuss:

The regional banking crisis
Outlook for the U.S. Dollar
The government blocking deposit only banks that don’t lend out assets
FDIC insurance only backing 1% of deposits
Hyperinflation in Weimer Germany and comparisons to the U.S. and much more.

Social Links

Commissioner Peirce
Gabriel Shapiro
Tommy Shaughnessy

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SEC Commissioner Peirce: Inside the SEC with Cryptomom Mar 16, 2023

Show notes

SEC Commissioner Peirce joins for a conversation centered around her views on the SEC’s approach to Crypto. The conversation covers the current regulation by enforcement strategy, other countries having a more conducive regulatory environment, Commissioner Peirce’s dissenting opinions and much more.
This episode is co-hosted by Gabriel Shapiro, GC of Delphi Labs, who offers his deep legal and regulatory knowledge in the crypto space.

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Anatoly Yakovenko: Solana’s Endgame In the Midst of Competitive L1 and L2s Mar 13, 2023

Show notes

In this episode, Delphi Co-Founder and VC Tommy hosts Anatoly Yakovenko, Co-founder of Solana, for an in-depth and energetic episode centered around the core thesis for Solana in the face of other L1 and L2 ecosystems.

Social Links

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Nic Carter: Operation Choke-Point 2.0’s Mission To Cut Crypto Off From The Banking Sector Is Underway Feb 28, 2023

Show notes

In this episode, we're joined by Nic Carter, General Partner at Castle Island Ventures for a far reaching discussion around Nic’s thesis on Operation Choke-Point 2.0; the effort of every U.S. financial regulator to deny crypto firms access to banking services.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

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.

Miller, Marisa and Sarah: The Definitive Conversation on The Government's Regulatory Assault on Crypto Feb 21, 2023

Show notes

On this episode
Miller Whitenhouse-Levine the CEO of DeFi Education Fund, Marisa T Coppel Policy Counsel at Blockchain Association and Sarah Brennan GC of Delphi Ventures join host Tommy for the definitive episode on crypto regulations.

About The Guests

Miller Whitenhouse-Levine

CEO at DeFi Education Fund
The DeFi Education Fund is a nonpartisan research and advocacy group working to explain the benefits of DeFi, achieve regulatory clarity for the future of the global digital economy, and help realize the transformative potential of DeFi for everyone.

Marisa T Coppel

Policy Counsel at Blockchain Association
We are the leading nonprofit organization dedicated to promoting a pro-innovation policy environment for the digital asset economy. We work with our members to educate policymakers about blockchain technology and its ability to pave the way for a more secure, competitive, and consumer-friendly digital marketplace.

Sarah Brennan

GC at Delphi Ventures and Research

Tommy Shaughnessy

Co-Founder of Delphi Digital and VC at Delphi Ventures

Follow Delphi Digital

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Can Gurel and Ceteris: The Future of The Crypto On-Chain Experience Will Dwarf The Centralized World Feb 08, 2023

Show notes

Host and Co-founder of Delphi Tom Shaughnessy sits down with Can Gurel and Ceteris of Delphi Digital Research's Infrastructure team to discuss their Year Ahead for Infrastructure Report.

Themes covered include

Recreating the centralized exchange experience on chain.
Modular vs monolithic
App-specific vs general purpose
Developers choosing which chains to build on and why
Developer vs consumer build mismatch
IBC and the future of bridging.
IBC to Ethereum
Chainlink as an important player in cross-chain interoperability for EVM chains
MEV considerations across Ethereum, Cosmos and other chains.
Wallet Wars; quest to become the superapp (Standard Wallets vs Smart Contracts vs MPC Wallets)

🧠 Access The Year Ahead for Infrastructure Report Here

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DeFi in 2023: Building An On-Chain Binance, Speculation Primitives, DEX Beating CEXs, Ditching veTokens and Futuristic Ideas Jan 11, 2023

Show notes

Tom Shaughnessy, Co-founder of Delphi Digital, brings on Ashwath Balakrishnan, VP of research at Delphi Digital, and Jordan Yeakley, Research Analyst at Delphi Digital, to cover their Year Ahead for DeFi report.

Access the report: The State of DeFi and Where It’s Going
We cover:

Pushing DeFi Forward: Themes for the Future

Theme #1: Tailwinds for DEXs -- A Loss of Trust in Centralized Platforms
Theme #2: DeFi Blue Chips Rise From the Ashes
Theme #3: 0-1 Speculation Primitives
Theme #4: Undercollateralized Money Markets
Theme #5: Improving the State of Passive LP Products and Emphasizing Delta Neutrality
Theme #6: The Rebirth of UX Aggregators: A Front End for DeFi
Theme #7: Ditching veTokens for More Sustainable Alternatives

What Surprised Us

Surprise #1: Underwhelming Derivatives Traction
Surprise #2: Saturation of the Structured Products Space

Futuristic Ideas

Idea #1: Envisioning a Consumer-Grade DeFi Experience
Idea #2: How to Scale Undercollateralized Lending
Idea #3: The Advent of True On-Chain Arbitrage

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

Crypto Venture Capital Series Ep. 8: Santiago Santos & CMS Holdings Dec 29, 2022

Show notes

Tommy Shaughnessy continues the crypto venture capital series with Santiago Santos and CMS Holdings. We discuss the FTX fallout, the VC world post-FTX, the core tenets of crypto, and more.
This episode was originally hosted on Twitter Spaces.

Social Links

Follow Delphi Digital

Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital

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.

Ryan Zurrer and Jake Brukhman: Expert Allocators with 21 Years Experience and Investors in Hundreds of Projects Worth Tens of Billions Discuss The State of Everything Crypto Dec 22, 2022

Show notes

Co-Founder of Delphi Digital Tom Shaughnessy hosts Ryan Zurrer the founder of Dialectic and Jake Brukhman the Co-Founder and CEO of Coinfund.

Ryan and Jake are experienced VCs who have been in crypto for a combined 21 years, have invested into hundreds of projects worth collectively tens of billions of dollars.

The three discuss: