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Ori and Nestor, thanks very much for being here.
00:42 • Ori
Thanks for the invitation.
00:45 • Nestor...08:14 • Ori
Technically, it’s just code....12:46 • Ori
I really agree with that taxonomy....19:51 • Ori
The model is incredibly simple....37:56 • Ori
I’ll start on advantages.
Media
2 Min
DAO
Jan 2022
But with the Origin Alpha release at the end of March, user activity and revenue growth may pick up again...The release of Origin has been highly anticipated in the Axie community, and for good reason....Although the attention is on Origin as it approaches its launch, Project K may start to creep back into...
Report
11 Min
Layer 2 / L2
Mar 2022
...native insurance for Orion Protocol, Orion insurance product....So Orion yield, Orion insurance and then Orion pay.
Jose (14:39):
That’s awesome....We see Orion token being in the center of Orion Money ecosystem....And starting with Orion Saver, even before the Orion Saver.
Media
1 Min
Stablecoins
Oct 2021
We’re going to dive into that later, but just to give a, a background index to nebulous Ori, Nebula allows...
Media
2 Min
Asset Management
Nov 2021
Bloomberg just ran back-to-back pieces on Hong Kong’s slow but steady reunion with crypto — offering a lonely glimmer of hope amid regulatory hell here in the U.S. of Free Markets-A!
The first:
And t...
Alpha Insight
2 Min
Macro & Markets
Mar 2023
NOTE: Since original publication, Tracer Dao has re-branded to Mycelium....Nominal GDP (NGDP) Stablecoin
The original concept for the creation of Bitcoin was to detach society...
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12 Min
Perpetual Futures
Mar 2022
Intro
Blockchain is inherently a financial innovation, originally designed to facilitate the self-custody...Blockchain is inherently a financial innovation, originally designed to facilitate the self-custody of...
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22 Min
Gaming
Nov 2023
With the ability to create original pieces that are indistinguishable from those produced by human artists...today, the Stable Diffusion model dominates the voting pool with 69.5% of all outputs vs. 30.5% for the original...
Report
16 Min
NFTs
Mar 2023
...monolithic sequencer logic that serves all apps equally, Flashblocks turns sequencing into a service-oriented...The rationale going forward would be to source projects closest to the origination of orderflow....The winners will be those who sit closest to where demand originates – not where blocks get finalized...
Report
43 Min
Layer 1 / L1
Apr 2025
Update: How One of Crypto’s Strongest Cashflow Stories Could Break Into the Top 100
Since publishing my original...Equity holders would likely end up with treasury token allocations worth more than their original equity...Since our original report in July, the project has delivered ~45% revenue growth, consistent lottery...
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12 Min
Betting
Sep 2025
The FALCON Dilemma: The FALCON algorithm, one of the original four NIST-selected PQC candidates for digital...The company aims to ensure that the original promise of sovereign digital money is not only preserved...could be the answer, not as a replacement for Bitcoin, but as the live testing ground that ensures the original...
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28 Min
AI
Dec 2025
One of the most notable examples is Counter-Strike, which originated as a Half Life mod built by a single...Some of the biggest forever games originated from mods....After changing the original utilities of their ecosystem token and genesis NFT collection, bad community...
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25 Min
Gaming
May 2024
Closer Look Into Price and Issuance
The Merge underscores perhaps the most impactful milestone from the original...Closer Look Into Price and Issuance The Merge underscores perhaps the most impactful milestone from the original...
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9 Min
Macro & Markets
Sep 2022
What is the origin of these seemingly random price fluctuations?...market professionals for decades: why does the stock market exhibit so much volatility, what is the origin...Core Findings of the Inelastic Market Hypothesis
The origins of the Inelastic Market Hypothesis (IMH)...
Report
24 Min
Macro & Markets
Nov 2022
The digital asset oriented operating businesses include:
Financial services: Traditional investment...easily earn rewards from staking their assets to secure the corresponding blockchain
Despite Galaxy’s original...CoreWeave’s IPO was downsized (from $2.7B to $1.5B) and completed at a lower valuation ($23B) than originally...
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32 Min
Macro & Markets
Jun 2025
At its core, the system exists to connect three parties: those who originate loans (originators), those...Managers access a web dashboard, originators integrate via SDK, and borrowers interact through originator...Originators can whitelist end borrowers, managers can whitelist investors and originators, and PACT Labs...
Report
32 Min
DeFi
Dec 2025
...the opposite direction of Martin Shkreli and do our best to kind of appease the fans as well as the original...Topics discussed include the origins of PleasrDAO, war stories behind significant art pieces, challenges...
Media
NFTs & Gaming
Nov 2021
Um, I mean, if you recall, Solana kind of got its original footing from NFTs, um, and that was because...So I’m wondering why it’s harder for the product oriented company, hyper liquid to become the Global...I’m trying to wrap, wrap it back to your original question of, it’s okay.
This is interesting.
Media
58 Min
Other
Feb 2026
I, maybe like one question for you is maybe just going back a bit to my original question on the differentiation...Youtube: / @delphi_digital
Timestamps
00:00 – Introduction and Backgrounds
01:29 – Shaw’s Journey and Origins...
Media
78 Min
DeFi
Jan 2025
So the ancient coins, which is 2 million Bitcoins sitting in Satoshi’s original P two PK wallets....Qubits: The importance of fidelity thresholds
20:00 — Risk #1: The 2 million BTC sitting in Satoshi’s original...
Media
67 Min
Infrastructure
Feb 2026

















