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
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 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.
--------
1:03:45
Delphi's Infrastructure Year Ahead 2025
Join Ceteris and the Delphi Research infrastructure team for an extensive analysis of blockchain architecture trends heading into 2025. The discussion delves into the evolution of high-throughput chains, examining Solana's influence on performance-focused architectures and the emergence of competitors like Sui and Monad. The team explores key developments across major ecosystems, from Ethereum's scaling efforts and BeamChain proposal to Bitcoin's ZK innovations and Solana's state compression initiatives.
🎯 Key Highlights
▶ Analysis of high-throughput blockchain architectures and the growing focus on performant shared state machines
▶ Deep dive into Ethereum's technical roadmap, including BeamChain, native rollups, and L1 scaling discussions
▶ Examination of Move VM adoption and its advantages over traditional EVM architecture
▶ Overview of ZK technology integration across Bitcoin, Ethereum, and Solana ecosystems
▶ Discussion of emerging privacy solutions including FHE and confidential transactions
▶ Analysis of proof markets and their potential impact on blockchain scalability
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▶ Ceteris' Twitter: @ceterispar1bus
▶ Facundo's Twitter: @quienesfacundo
▶ Prasad's Twitter: @mahadikprasad15
▶ Muhammad's Twitter: @yusufxzy
🔗 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 Infrastructure Overview
03:20 - High Throughput Chains Discussion
05:32 - Virtual Machines and Move Analysis
07:10 - SUI Move Deep Dive
13:01 - L2 Wars and Ecosystem Consolidation
14:31 - Ethereum Development Roadmap
20:54 - ZK Technology Overview
29:37 - Bitcoin ZK Integration
35:08 - Solana ZK Implementation
46:35 - FHE and Privacy Solutions
51:03 - Closing Thoughts
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.
--------
52:25
Off The Grid: Inside Neill Blomkamp's Game World
Join Piers Kicks as he sits down with Neill Blomkamp, acclaimed filmmaker and co-founder of Gunzilla Games, to discuss his groundbreaking work on Off The Grid (OTG)—a visionary AAA Battle Royale game. In this captivating conversation, Neill shares insights into his transition from Hollywood to gaming, the creative process behind OTG’s cyberpunk universe, and how his cinematic storytelling expertise shapes immersive game design. The discussion also explores the challenges of blending film-like narratives into games, the technological innovation driving OTG, and the future of transmedia storytelling.
🎯 Key Highlights
▸ Neill's journey from directing films like District 9 to co-founding Gunzilla Games
▸ The creative vision and dystopian tone of Off The Grid’s cyberpunk world
▸ How photogrammetry, live-action cutscenes, and motion capture are used in OTG
▸ Challenges in merging narrative depth with Battle Royale gameplay mechanics
▸ Transmedia storytelling and the synergy between gaming and cinema
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers' Twitter: @pierskicks
▸ Neill's Twitter: @NeillBlomkamp
▸ Gunzilla Twitter: @playoffthegrid
🔗 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 Neill’s background
03:12 – Transition from filmmaking to game development
07:25 – The vision behind Off The Grid
14:03 – Blending film-like narratives into gaming
20:47 – Technical innovation: Photogrammetry and motion capture
27:15 – Challenges in creating transmedia storytelling
34:29 – The future of gaming and narrative-driven experiences
41:58 – Closing thoughts
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.
--------
1:00:57
Gunzilla Games: Delivering On The Mainstream Promise
Join Piers Kicks as he sits down with Vlad Korolev, founder and CEO of Gunzilla Games, to discuss their groundbreaking Battle Royale title "Off The Grid." In this fascinating conversation, Vlad shares the journey from his early days in FinTech to creating one of gaming's most ambitious projects, backed by legendary filmmaker Neill Blomkamp. The discussion covers everything from the game's unique cyber-limb mechanics and console launch success to their innovative approach to blockchain integration and community-driven economics. With insights into AAA game development, creative direction, and user retention strategies, this episode provides a compelling look at the future of gaming and what it takes to build a potential industry titan.
🎯 Key Highlights
▸ The origin story of Gunzilla Games and Off The Grid's development
▸ Collaboration with Neill Blomkamp and the creative vision behind the game
▸ First successful console launch of a Web3-integrated game
▸ Innovative approach to community-driven economics and transparency
▸ Deep dive into user retention strategies and future growth plans
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers' Twitter: @pierskicks
▸ Vlad's Twitter: @vladk133
▸ Off The Grid Twitter: @playoffthegrid
🔗 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 Vlad's Background
05:36 - Off The Grid Overview and Launch Success
11:39 - Battle Royale Genre and Game Design Philosophy
19:54 - Creative Direction with Neill Blomkamp
32:25 - Console Integration and Blockchain Strategy
42:57 - Marketing Strategy and All Stars Event
51:03 - Development Journey and Fundraising
56:50 - Future Vision and Growth Strategy
01:06:36 - Closing Thoughts and Personal Influences
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.
--------
1:12:36
Delphi's Markets Year Ahead 2025
Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025.
🎯 Key Highlights
▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts
▸ Deep dive into stablecoin growth and institutional adoption trends
▸ Examination of L1 competition and relative value between BTC, ETH, and SOL
▸ Discussion of regulatory landscape changes and implications for crypto markets
▸ 2025 price predictions and major catalysts ahead
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Ceteris' Twitter: @ceterispar1bus
▸ Kevin's Twitter: @kevin_kelly_ii
▸ Jason's Twitter: @3xliquidated
▸ Michael's Twitter: @mrink0
🔗 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 2024 Overview
03:27 - ETF Impact and Market Trends
08:13 - ETH Breaking 4k and Market Dynamics
22:26 - Stablecoin Growth and Credit Markets
34:08 - Regulatory Environment Discussion
42:14 - Solana vs Ethereum Analysis
56:51 - 2025 Price Predictions
01:02:00 - Network Value Debate
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.