The Delphi Podcast

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Ryan “Fwiz” Wyatt: Head of YouTube Gaming on the Future of Blockchain Games, Web3, and the Creator Economy Jan 17, 2022

Show notes

In this episode, we sit down with Ryan “Fwiz” Wyatt, Head of Gaming at YouTube, who brings years of experience having worked in Major League Gaming, Machinima, and as a competitive gamer himself. Hear from Ryan on the role of Big Tech in the Web3 movement, how the world will transition to blockchain games, Web3’s impact on the creator economy and much more!

Show Notes:

(00:00:00) – Introduction.

(00:00:20) – Ryan’s background.

(00:01:47) – Ryan’s work at YouTube.

(00:06:07) – Big Tech’s role in the Web3 movement.

(00:08:47) – Ryan’s journey into the gaming industry.

(00:12:45) – The role of games in modern society.

(00:14:42) – Ryan’s involvement in crypto.

(00:21:12) – The most potent and interesting aspects of blockchain gaming.

(00:27:09) – Elements of Web3 games that will resonate with traditional gamers.

(00:30:49) – The effects of spending populations migrating to Web3.

(00:33:58) – Traditional gaming corporations and Web3.

(00:38:01) – What is missing from blockchain gaming?

(00:41:21) – Crypto native games vs. games that abstract crypto elements away.

(00:44:01) – DAO governance decision-making in games.

(00:46:31) – Web3’s impact on the creator economy.

(00:51:55) – Biggest learnings from working at YouTube.

(00:55:12) – The biggest threats to blockchain gaming.

(00:59:06) – Advice to builders in the space.

(01:02:11) – Rapid fire questions.

(01:08:12) – Closing.

Social links:

Resources:

Delphi Podcast Summaries

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.

Tarun Chitra: Drinking 3 Redbulls a Day, Gauntlet’s Financial Modelling Platform, and the Future of Governance Dec 29, 2021

Show notes

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Tarun Chitra, Founder of Gauntlet, a financial modelling platform that uses battle-tested techniques from the algorithmic trading industry to inform on-chain protocol management. The two discuss the intricacies of Gauntlet’s risk models, the future of governance, the state of artificial intelligence, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:23) – Tarun’s background / Moving into crypto.

(00:16:44) – Overview of Gauntlet.

(00:26:06) – Updating risk models.

(00:30:16) – Are risk models independent?

(00:34:27) – Getting to full automation.

(00:41:29) – The future of governance.

(00:45:58) – Automated governance modelling.

(00:49:09) – Sophisticated AI attack vectors.

(00:52:12) – Thoughts on the state of AIs.

(00:58:05) – Biggest goal for Gauntlet in the next year.

(00:59:19) – Tarun’s favorite hair color.

Social links:

Resources:

Sahil Lavingia: Leaving as Pinterest Employee #2, Gumroad Creators Earning $500M, and Why Web2 Companies Can‘t Compete with Web3 Dec 22, 2021

Show notes

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Sahil Lavingia, Founder of Gumroad, a powerful, but simple, e-commerce platform that helps creators monetize digital products and memberships. The two discuss Sahil’s decision to leave Pinterest, Web3’s edge over Web2, decentralizing Gumroad and shifting to a Web3 model, and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:28) – Sahil’s background.

(00:05:24) – The decision to leave Pinterest / Starting Gumroad.

(00:13:41) – Working through adversity.

(00:21:45) – Advice to crypto founders.

(00:36:56) – Decentralizing Gumroad.

(00:45:31) – Thoughts on merging Web2 and Web3.

(00:48:48) – Social credit and pseudonymity.

(00:53:07) – Why Web2 and Web3 are not mutually exclusive.

(01:03:27) – Web3’s edge over Web2.

(01:09:15) – Pushing change forward on the societal level.

(01:13:41) – Sahil and Gumroad’s shift into Web3.

(01:20:35) – The most impactful idea in Sahil’s book.

(01:23:43) – Closing

Social links:

Resources:

ALL.ART: Solving Metadata, Intellectual Property, and Infrastructure for NFTs, $AART Token IDO, and the Case for Virtual Reality Dec 20, 2021

Show notes

The Delphi Podcast Guest Host and NFT/Gaming Analyst Jeremy Parris sits down with Vitomir Jevremovic and Jovan Tisma, Co-founders of ALL.ART, foundational NFT infrastructure built on the Solana blockchain. They discuss metadata, infrastructure, and intellectual property issues around NFTs, the $AART token IDO and NFT drop, VR ALL.ART and much more!

Show Notes:

(00:00:00) – Introduction.

(00:01:30) – Guests’ backgrounds.

(00:03:08) – What is ALL.ART?

(00:10:31) – What is lacking in current NFT metadata & infrastructure.

(00:21:12) – The intellectual property and licensing problem with NFTs.

(00:28:59) – Overview of Solsea.

(00:39:51) – Details of the ALL.ART IDO.

(00:48:03) – The ALL.ART NFT collection.

(00:50:17) – The case for virtual reality.

(00:56:16) – $AART token.

(01:03:35) – Advantages of having Solsea as a working product.

(01:06:27) – Closing thoughts.

Social links:

Resources:

Superfluid: Streaming Salaries by the Second, Building Token Standards for Programmable Cash Flows, and Super App Dec 17, 2021

Show notes

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Francesco George Renzi, CEO and Co-founder of Superfluid, a protocol building programmable money streams. The two discuss how streaming solves payment problems today, the potential of streaming as a DeFi primitive, using future cash flow for on-chain credit scoring, and much more.

Show Notes:

(00:00:00) – Introduction.

(00:01:17) – Francesco’s background.

(00:02:40) – The inspiration for starting Superfluid.

(00:04:31) – Problems with payments today / Why streaming payments are better.

(00:07:57) – Potential pushback from Web2.

(00:10:22) – Superfluid usage in DAOs.

(00:12:47) – Getting started with Superfluid.

(00:17:27) – Upgrading/downgrading tokens.

(00:19:40) – How gas cost savings are achieved.

(00:23:11) – Uses for streaming beyond payments.

(00:29:58) – Future cash flow and on-chain credit scoring.

(00:34:36) – What are Super Apps?

(00:38:02) – Superfluid and L2s.

(00:41:34) – Biggest challenge building Superfluid / Advice to founders.

(00:44:45) – Closing thoughts.

Social links:

Resources:

Terra Autumn Series Ep. 7: Introducing Ultimate Composability, Refracting Digital Assets with PRISM Dec 15, 2021

Show notes

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.

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Resources:

Bored Elon: Sharing Invention Ideas to 1.7m Followers, Blockchain Gaming, Diligencing a Gaming Investment and AI in Multiplayer Games Dec 06, 2021

Show notes

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:

Not3Lau Capital: Hunting for Alpha, Finding Your Tribe, and Working Effectively With Founders Dec 03, 2021

Show notes

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:

Resources:

Pink Swan Trading: DeGen NFT Data Analytics, Building an Institutional Grade Crypto Options Analytics Platform, and a Business Wrapped in a CryptoPunk Nov 30, 2021

Show notes

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:

Resources:

LayerZero Labs: Building the Future of Cross-chain, LayerZero Protocol, and Solving the Bridging Trilemma with Stargate Nov 29, 2021

Show notes

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.