Delphi Digital

It's not AI Doom, It's a Fourth Turning

Alt Season is Already Here

The crypto market is currently experiencing a rotation where Bitcoin remains relatively flat while altcoins and speculative on-chain assets capture significant capital. This trend is heavily influenced by macro narratives surrounding currency debasement and a surge in retail interest through new social trading platform...

David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

In this episode of the Delphi Podcast, Jordan from Delphi Research interviews David Choi and Conor Moore from USDAI about their synthetic dollar, USDAI, which is backed by AI and DeepEnd hardware assets. They discuss their backgrounds in TradFi and how they came together to focus on illiquid assets and the challenges o...

Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off

In this podcast episode, Tommy from Delphi Ventures interviews Logan Allen, the founder of Zorp and Nockchain, about Nockchain, a new no pre-mine, ZK Proof of Work L1 blockchain. Logan discusses his background, the motivations behind creating Nockchain, and the technical aspects of ZK Proof of Work, including how it di...

Cambria: The Degen MMO With $1M+ Seasonal Prize Pools

Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI

Guilhem Chaumont: Following the Flow Into Crypto’s Next Growth Phase

Travis Good: Machine Intelligence as New Currency—Ambient, a Decentralized PoW Rival to OpenAI

Ben Fielding: Gensyn’s Fueling an AI-Native Internet, Open vs. Closed Source AI and RL Swarm

Jeffrey "Jiho" Zirlin: Ronin Goes Permissionless

Daryl Xu: Building B3, The Next Evolution in Crypto Gaming Infrastructure

Krish Jagirdar & Jordan Lejuwaan: Building RekTech, The Future of Interactive Entertainment

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock

Kam Punia: The $POWER of Web3 Mobile Gaming

James Zhang: Bringing Emerging Markets Onchain With Jambo

Tin Nguyen: Gaming IP in the Age of AI

Jansen Teng: Inside Virtuals’ Meteoric Rise, Race to Billion-Dollar Crypto-AI Agents, Life after AGI

Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub

Delphi's AI + DePIN Year Ahead 2025

This panel discussion podcast episode focuses on the intersection of artificial intelligence (AI) and cryptocurrency, specifically Decentralized AI (DEAI) and Decentralized Physical Infrastructure (DePIN). The podcast begins with a macro overview of the AI landscape, discussing scaling laws and the potential for a more...

Delphi's DeFi Year Ahead 2025