4.8 • 1.1K Ratings
🗓️ 27 February 2025
⏱️ 55 minutes
🧾️ Download transcript
📣RESERVE | INVEST IN CRYPTO NARRATIVES
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Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.
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TIMESTAMPS
00:00 Start
04:42 Delphi's Interest In The Space
08:20 Initial AI Crypto Use Cases
09:18 The Era's Of AI
13:41 Where Does Value Accrual Come From
20:38 How Do You Choose The Winning Model?
27:08 Silicon Valley AI Vs Crypto AI
37:12 Fracturing Of Frontier Models
41:43 What's Exciting?
46:27 Due Diligence Via Agent
49:02 When To Use What Agent
53:10 A Birthday Surprise
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RESOURCES
Tom Shaughnessy
https://x.com/Shaughnessy119
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Click on a timestamp to play from that location
0:00.0 | Welcome Bankless Nation to the AI rollup where we stay up to speed with the emerging trends |
0:07.7 | developments in the AI crypto space. I'm David Hoffman here on the ground floor of ETH, Denver. |
0:12.8 | We did this episode, this AI roll up with EJaws in person, but we also did it with Tom |
0:17.9 | Shaughnessy, so this is going to be a little bit different than our usual weekly recap episode. It's more of a discussion around the current AI crypto sector, joined by |
0:26.7 | Tom, a new face from Delphi Digital. Before we get into the episode, we're going to talk to our friends |
0:30.9 | and sponsors over at Reserve Protocol, who just introduced decentralized token folios at DTFs, |
0:37.0 | which are like ETFss but for crypto there |
0:39.3 | are indices across all different sectors that you can find inside of the crypto space real world |
0:43.8 | assets defy even AI agents virtuals check them out there is a link in the show notes |
0:49.3 | Tom Shaughnessy from Delvey Digital they've been investing in AI for a very long time since |
0:55.1 | well before the AI agent meta really took root in last November. |
0:59.3 | They have been investing in the crypto AI intersection for over two years now. |
1:03.6 | So they've actually already seen a number of waves of investing cycles. |
1:07.3 | And so as young as this space is, Tom is one of the few veterans out there. So |
1:12.2 | I jaz and I had a fun time just chatting with Tom, just about everything that he's seen so far |
1:16.9 | in the AI space, what he thinks about it, how he thinks about investing in this space, and what |
1:22.2 | he thinks is on the horizon. So let's go ahead and get into that conversation with Tom and |
1:25.8 | Ijaz. But first, a message from some of these fantastic sponsors that make this show possible. |
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