The Delphi Podcast

Conversations with Crypto Gigabrains. Hosted by @Shaughnessy119, @Pierskicks and other Delphi folks

[Yan Liberman @YanLiberman]

We recently led the round for @tori_finance, a protocol bringing institutional delta-neutral yield strategies on-chain, unlocking return amplification, composability, and access that traditional finance can't offer.

Today we sat down with @0xNox_eth to go deep on the podcast:

• How the carry trade actually works and why FX hedging spreads persist.
• How positions survive a 30% currency drop.
• The security architecture, from NAV oracles to lessons from recent DeFi exploits.
• Why this yield was previously gated behind 8-9 figure balance sheets.
• How real-time on-chain transparency actually works under the hood.
• And how tokenization turns a strong baseline yield into something significantly more powerful.

[Tommy @Shaughnessy119]

Apple: https://t.co/GU1NRwBfzZ

Spotify: https://t.co/ilXG7Jfbqy

Youtube: https://t.co/GiOTVvcQFF

[Tommy @Shaughnessy119]

Solana vs Hyperliquid

Excited to share my in person conversation with @LoganJastremski of @FrictionlessVC

Logan's north star is clear: The leading chain for price discovery wins

The race for the leading global exchange of value is underway

Links below or listen here:

[Tommy @Shaughnessy119]

Links to Listen

Apple - https://t.co/zR7aYf7wBd

Spotify - https://t.co/LucKt3PSvj

Youtube - https://t.co/Bx8uJf5Vnm

[Tommy @Shaughnessy119]

I met with @crabbylions of @colosseum in San Francisco last week and it was immediately clear we should do an in person podcast on their story

Colosseum has built @solana's largest hackathon (80,000 participants) has a venture fund to back teams and a huge new physical office

[Tommy @Shaughnessy119]

I will be prioritizing in Person podcasts only for @PodcastDelphi moving forward with rare exceptions

In person is just a monumentally better experience

[The Delphi Podcast @PodcastDelphi]

Quantum’s risk to $BTC with @nic_carter

[Tommy @Shaughnessy119]

Quantum Threatens $600B of Bitcoin 🎧🤖

@nic_carter joins me for an in-person @PodcastDelphi to cover his 6 months of research on Quantum's effect on $BTC

Nic's first and only podcast on Quantum

Listen directly here, or on any of the links below

[Tommy @Shaughnessy119]

Apple (Audio): https://t.co/y1qDS2ba7P

Spotify (Video): https://t.co/nxxRhf3j82

YouTube (Video): https://t.co/sk8gewCO0m

[Tommy @Shaughnessy119]

Quantum Threatens $600B of Bitcoin 🎧🤖

@nic_carter joins me for an in-person @PodcastDelphi to cover his 6 months of research on Quantum's effect on $BTC

Nic's first and only podcast on Quantum

Listen directly here, or on any of the links below

[Tommy @Shaughnessy119]

Spotify: https://t.co/lvvi7XPDEv

Youtube: https://t.co/OqEN0bjV7J

Delphi Portal: https://t.co/3uchuoIn9J

Apple: https://t.co/dwZNYTYX5Z

[Tommy @Shaughnessy119]

New In Person Podcast with @MikeMcCormick_ of @HalcyonVC 📽️

Mike left a $1.5B fund to start Halcyon and has given career grants to help kickstart leading AI companies like @GoodfireAI and @aiunderwriting

He has deep takes on China vs US, Safety vs Accelerationism and AI.

[Golding @alexgolding_]

Excited to drop a new episode of the Delphi Ventures Podcast🎙️

I sat down with @Austin_Federa, Co-Founder of @DoubleZero, to unpack why blockchains + real-time systems are hitting 'the internet bottleneck' 🤯, and how DoubleZero addresses it.

a) The Problem: The current internet is too slow for next-gen systems such as Solana, HFT firms, gaming companies, and AI inference companies

b) The Solution: DoubleZero provides a high-speed, private internet w/ several optimizations that result in ultra-low latency and jitter compared to traditional internet rails, all delivered through fat pipes (often 100 Gbps)

c) The Method: Contributors supply private fiber lines and are governed by a Proof-of-Utility model, thus incentivizing contributors to keep their routes reliable

d) The Optimizations: Private fiber, specialized FPGA chips, and a multi-factor optimization software suite work together to make all this possible

e) The Adoption: With 45 fiber links in place, and those expected to grow to 75 by EOY, and 16% of the Solana validator clients already using this, DoubleZero is showing tremendous product-market-fit. With mainnet quickly approaching, I think uptick will happen quicker than people think!

f) The Disclosure: @Delphi_Ventures is an investor in DoubleZero, and a big believer in it.

While this summary is great, watching the full video (link below) will allow you to be educated in this project. I look forward to doing a retrospective look in 4 years and seeing what percentage of the Internet’s high-value traffic is running over DoubleZero’s pipes.

FORWARD!!

Delphi Portal: https://t.co/VHbe5wZeLP

Youtube: https://t.co/ajBFXBp5a9

Spotify: https://t.co/beGhinjfRN

Apple Podcasts: https://t.co/4gSpKlVyol

[José Maria Macedo @ZeMariaMacedo]

https://t.co/WHmXHn6lS5

ICOs were what initially got me and so many others excited about crypto. 8 years later, capital formation is still one of crypto's killer apps. And for the first time ever it looks like we're gonna get regulatory clarity

In this alpha-packed conversation, @legiondotcc and @cookie3 founders share their thoughts on the future of on-chain fundraising, and why they believe "Attention Capital Markets" are the future

Check it out!

[Yan Liberman @YanLiberman]

New Podcast with @michael_egorov, co-founder of @CurveFinance 🚨 🎙

Diving into Yield Basis - eliminating impermanent loss to create sustainable Bitcoin yield at scale

Live now on all platforms! 👇

———

🍎 Apple Podcast: https://t.co/ygkXaYx1qK

🎵 Spotify: https://t.co/OsUqPgPRZE

🎥 Youtube: https://t.co/OZSvZ3da5l

💻 Delphi Portal: https://t.co/16IYYtrl2v

———

🙏 Special thanks to the whole Delphi team behind the scenes!

[Tommy @Shaughnessy119]

🍎 Apple Podcast: https://t.co/CTGKCpsmsg

🎵 Spotify: https://t.co/anecnRTMeL

🎥 Youtube: https://t.co/H7x6McGo7h

💻 Delphi Portal: https://t.co/gQ2RWxF6NS

[Tommy @Shaughnessy119]

New Podcast 🚨 🎙

Excited to talk to @mdudas about his legendary @pumpdotfun investment and all about @6thManVentures

Diving into early stage crypto investing, spotting contrarian bets, and how one seed deal $PUMP became a 8B FDV monster!

Live now on all platforms! 👇

[Delphi Digital @Delphi_Digital]

Noah discusses the brutal path to product market fit for Pumpfun.

“People need to understand how difficult it is to hit PMF. I’d say maybe 15 of the top 100 tokens have it... We tried out like eight or nine different ideas—building an NFT launch pad, fundraising for content creators—and we just tried again and again.”

[Yan Liberman @YanLiberman]

Had a blast hosting @sapijiju on the pod talking all things $PUMP

The platform’s been polarizing, but the fundamentals are hard to ignore. At a time when many would call the trenches cooked, they’re running ~$650M in annualized buybacks off trailing 30d revenue

Might need another SOL DAT just to keep up with all the SOL they’re offloading into PUMP

[Tommy @Shaughnessy119]

Last week we launched @delphi_intel our free AI research hub 🤖

This week I'm excited to share a conversation with my partner @ZeMariaMacedo and @PonderingDurian on the birth of Delphi Intelligence

Listen below and sign up at https://t.co/ZxVWthJfkO

[Tommy @Shaughnessy119]

🍎 Apple Podcast: https://t.co/yRIOuOob3Z

🎵 Spotify: https://t.co/Y7LZkL3tF0

🎥 Youtube: https://t.co/ceox7NtlU0

💻 Delphi Portal: https://t.co/DcHbyb6IXF