Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGI
Join Tom Shaughnessy and Pondering Durian as they host Jansen Teng, CEO and co-founder of Virtuals, for an in-depth exploration of AI agents and the future of decentralized AI. From Virtuals' evolution as a gaming DAO to becoming the leading crypto AI platform, the conversation covers crucial developments in agent autonomy, tokenization, and the path toward an agentic economy.
🎯 Key Highlights
▶ Origins and evolution of Virtuals platform
▶ Analysis of agent frameworks and autonomous capabilities
▶ Discussion of value capture in crypto AI projects
▶ Deep dive into decentralized infrastructure challenges
▶ Vision for agent coordination and business development
▶ Future outlook on AI-human interaction and cybernetics
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🧠 Follow the Alpha
▶ Tom's Twitter: @shaughnessy119
▶ Pondering Durian's Twitter: @ponderingdurian
▶ Jansen's Twitter: @ethermage
🔗 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 Background
01:29 - Virtuals Origin Story
07:42 - Agent Development Discussion
13:00 - Vision for Agentic Economy
22:51 - Framework Competition Analysis
29:37 - Infrastructure Challenges
36:20 - Agent Value Capture
42:46 - Decentralized AI Stack
54:00 - Team Analysis and Due Diligence
01:00:10 - Future Risks and Opportunities
01:05:44 - Agent Autonomy Vision
01:09:43 - Future of Human-AI Interaction
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.
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1:14:54
Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub
Join Tom Shaughnessy from Delphi Digital and Ejazz from 26 Crypto Capital as they host Shaw, founder of Eliza Labs and AI16Z, for an in-depth discussion on the evolution of AI agents and frameworks. The conversation explores Shaw's remarkable journey, the development of the Eliza framework, and his vision for decentralized AGI. The discussion covers crucial topics from agent development and tokenomics to the future of blockchain-based AI platforms.
🎯 Key Highlights
▶ Inside story of Eliza Labs' creation and AI16Z's rapid growth
▶ Deep dive into the technical aspects of the Eliza framework
▶ Analysis of agent platforms and the shift from "slop bots" to utility
▶ Discussion of tokenomics and value capture mechanisms
▶ Exploration of cross-chain development and blockchain selection
▶ Vision for open source AGI and the future of AI agents
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▶ Shaw's Twitter: @shawmakesmagic
▶ Tom's Twitter: @Shaughnessy119
▶ Ejazz's Twitter: @cryptopunk7213
🔗 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 Backgrounds
01:29 - Shaw's Journey and Origins
04:06 - Asian Developer Community Updates
07:48 - AI16Z and Agent Development
11:17 - DeFi Integration and Use Cases
17:17 - Trading Bots and Market Intelligence
22:51 - Framework Differentiation and Value
27:06 - Technical Infrastructure Discussion
35:00 - Token Economics and Platform Strategy
47:00 - Open Source Development
54:39 - Future of AI Agents
01:08:29 - Chain Selection Discussion
01:14:57 - Agent Verification and Trust
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.
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1:18:29
Delphi's AI + DePIN Year Ahead 2025
Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks.
🎯 Key Highlights
▶ Analysis of AI scaling laws and the future of model training
▶ Deep dive into agent platforms and token frameworks
▶ Examination of WorldCoin's identity solution and market opportunity
▶ Overview of decentralized training developments
▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure
▶ Analysis of Double Zero's dark fiber solution for blockchain networks
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▶ Ceteris' Twitter: @ceterispar1bus
▶ PD's Twitter: @ponderingdurian
▶ Michael's Twitter: @mrink0
▶ 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
02:00 - AI Macro Landscape
08:00 - Nation State AI Competition
13:00 - Agent Platforms Discussion
19:00 - Worldcoin Bull Case
26:00 - Decentralized Training Evolution
36:00 - DePIN Overview
42:00 - Mobile Wireless Infrastructure
47:00 - Fixed Bandwidth Discussion
54:00 - Double Zero and Dark Fiber
01:00:00 - Future of Blockchain Networks
01:04:00 - 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.
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1:05:53
Delphi's DeFi Year Ahead 2025
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.
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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.