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Below is a recording and transcript of the Real Vision Pro Crypto AMA call our team did on Wednesday,...Vision Bi-Weekly AMA with the Delphi Digital Team
April 14, 2022
07:18 · Kevin
Welcome back everybody...Vision team to be able to share with all of you afterwards....I’ve interviewed him on Real Vision before.
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49 Min
Layer 1 / L1
Apr 2022
Below is a recording and transcript of the Real Vision Pro Crypto AMA call our team did on Tuesday, March...https://storage.googleapis.com/members-portal-bucket/uploads/2022/03/PC-AMA-Recording-03-29-22.m4a.mp3
Real...Vision AMA Transcript
05:25 · Kevin
Welcome back everybody to our bi-weekly Pro Crypto AMA.
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40 Min
AMM
Mar 2022
Kevin Kelly joins Real Vision senior editor, Ash Bennington, to discuss the macro tailwinds driving crypto...Our very own Kevin Kelly joined Real Vision senior editor, Ash Bennington, to discuss his experience...This interview was filmed on August 26, 2020 and was released to Real Vision subscribers on September...
Media
Asset Management
Sep 2020
Kevin Kelly sat down last week with Real Vision editor, Max Wiethe, to break down Bitcoin’s recent big...
Media
DeFi
Nov 2020
Delphi Co-Founder and Head of Research, Kevin Kelly, CFA, joined Real Vision’s Maggie Lake to discuss...
Media
44 Min
Macro & Markets
Dec 2023
On the other hand, there’s an unknown number of possibilities in the non-deterministic real world....Crypto offers the ideal deterministic sandbox for stochastic AI to take real-world financial action....Do you think a child or grandparent could tell it isn’t real?...And second, DRiP can leverage World ID to make sure its free NFT mints are going to real humans.
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28 Min
Artificial Intelligence
Feb 2024
Much of the fragmentation is not only the assets and visions of teams but the “backend” as well....The real comparison is with rollup frameworks like OP Stack (Superchain), Arbitrum Orbit & Stylus...focus on deploying copy-paste GPCs, Initia is built for actual appchains— designed for teams that want real...
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31 Min
Layer 1 / L1
Feb 2025
...of debt funding, and while it may seem like they have unlimited powers, their capabilities do have real...The real key is bank capitalization....The US cannot afford to suffer a real recession. ...Real recessions mean impairments to assets like bank loans....Option 1 has no real buy/sell pressure effects on the market.
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38 Min
Global Macro Themes
Mar 2023
Introduction
Real-world assets (RWAs) have surfaced as one of the most compelling narratives for crypto...The network can bridge institutional supply with real user demand across the globe....Treasuries, equities, credit products, and real estate are being onboarded at a rapid pace....This dual design connects institutional supply with real user demand.
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16 Min
Infrastructure
Oct 2025
The real risk is if all of the farmers in Abracadabra offload their UST in a very short period, as it...Playing a Game of NFT Musical Chairs
When it comes to real usage, one of the most useful proxies is...
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5 Min
DeFi
Jan 2022
Then came DeFi Summer, when the vision sharpened: we weren’t just building new forms of money but reimagining...And among them, 3Jane stands out as one of the boldest attempts yet to build real onchain credit, that...combines crypto-native privacy, real-world enforcement, and a thoughtful approach to underwriting.
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18 Min
DeFi
Jul 2025
...financial intermediaries or allowing users exposure to synthetic assets, DeFi has managed to create real...This is where tokenizing real-world assets (RWAs) comes into play....RWA financing name in the market is currently Goldfinch — a protocol that helps real businesses access...real-world assets — such as invoices, mortgages, or streaming royalties — on-chain.
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11 Min
Money Markets
Jan 2023
8 Min
Games
Jul 2021
As a wise anon once said, “Celestia’s vision is a marriage of Cosmos’ sovereign interoperable zones and...
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5 Min
Money Markets
Apr 2022
Emerging Markets
Goldfinch Protocol is a credit protocol that allows for uncollateralized loans for real-world...
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6 Min
Money Markets
May 2022
We’ve been saying for months that access to funding would be one of the biggest risks to the crypto industry this year. Never has that been more relevant than right now.
But the storyline here is big...
Alpha Insight
1 Min
Macro & Markets
Mar 2023
Thus the real issue with performant hardware requirements etc is that Solana validation may be limited...
Alpha Insight
5 Min
Other
Dec 2023
This one is an immature thought of mine but I think there is a future where AI and crypto perfectly complement each other.
Traditionally, transactions that occur online are very limited in their exp...
Alpha Insight
2 Min
Infrastructure
Mar 2023
The post below has also been posted on Twitter by the Head of Delphi Labs Jose Macedo. You can read the thread on Twitter here: https://x.com/zemariamacedo/status/1839691280768696422?s=46
Tbh Initia i...
Alpha Insight
6 Min
Layer 1 / L1
Sep 2024
It’s been a few weeks since Uniswap v4 was announced and the core whitepaper was released. There are lots of opinions, but a few that stick out.
One of the biggest design differences is the move from...
Alpha Insight
2 Min
AMM
Jun 2023