Convergence
Luke Martin
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Convergence is a podcast about how finance, crypto, AI, and frontier technology are blending together to reshape the world. Host Luke Martin talks with the investors funding these frontiers and the people building them. The show explores the accelerating changes across these interconnected fields.
Episodes
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Why Major Ai Labs Secretly Want to Become Biotech Companies - Dr. Alex Colville 21.10.2026 1h 10mAlex Colville, PhD, is co-founder and General Partner of age1, the first longevity-focused venture fund, which he started with Laura Deming. He studied the biology of aging for his PhD in Genetics at Stanford and previously managed more than $100 million in longevity investments and philanthropy. Why the ChatGPT moment for aging is closer than you think. Alex explains why longevity is exploding now, most exciting areas to invest for biotech, stem cells, epigenetic reprogramming, reversible cryopreservation, NewLimit's big bet, whether one cure exists, peptides, AI in biotech, zero-person biotechs, why AI labs are becoming biotechs, open source vs. secrecy, crypto founders' longevity bets, the story behind age1, moonshots, helping dogs live longer, a Manhattan Project for aging, and the one bet he'd make today. ━━━━━━━━━━━━━━━━━━━━ Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes or Spotify. It helps grow the show so I can continue to host great guests. ━━━━━━━━━━━━━━━━━━━━ This episode is brought to you by Kraken by Payward. Get Kraken and use code CONVERGENCE1000 to unlock a $1,000 funded account once you pass the challenge at https://www.kraken.com/features/funded Disclaimer: Terms apply. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures. Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured. Kraken Funded is an unregulated service. Funded traders onboard with Payward Oceanic Ltd. Evaluation fees apply and are non-refundable for each attempt once trading begins, regardless of outcome. Availability varies by jurisdiction. ━━━━━━━━━━━━━━━━━━━━ (00:00) Intro (01:45) Chatgpt Moment for Biotech (03:57) Why Longevity Is Exploding Now (07:33) Delay, Replace, Pause, Reverse (11:09) Growing Fresh Cells From Stem Cells (16:07) Epigenetic Reprogramming (19:50) Sponsored by Kraken (20:56) Reversible Cryopreservation (22:56) NewLimit's Big Bet (28:15) Is There One Cure? (30:10) Peptides Real or Hype? (34:30) What AI Is Unlocking in Biotech (36:54) Zero-Person Biotech? (40:35) Ai Labs Becoming Biotechs (44:06) Open Source vs Secrecy (47:18) Crypto Founders Longevity Bets (50:05) The Story Behind Age1 (55:30) Moonshots (1:00:55) Dogs Living Forever (1:03:31) Manhattan Project for Aging (1:06:38) Contrarian Biotech (1:09:07) Holy Grail Bet ━━━━━━━━━━━━━━━━━━━━ Convergence is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast guests do not necessarily reflect those of Delphi. -
The Ai Bubble Will Collapse & Drive Crypto Prices Higher - Arthur Hayes 16.10.2026 31mArthur Hayes is a crypto trading pioneer who co-founded BitMEX exchange, creator of the perpetual futures contract that now drives trillions in crypto volume, and is now CIO of the investment firm Maelstrom. His new project Ai project Flop Network is a decentralized marketplace where Ai agents buy computing power using a new form of cryptocurrency. What happens to Bitcoin or other cryptocurrencies if artificial intelligence continues to accelerate and is able to solve quantum computing or public cryptography? Nic discusses the potential scenarios for the crypto market, Bitcoin forks, doomsday scenarios, market signals to watch for, whether China or North Korea could be involved, and what he expects to happen. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes or Spotify. It helps grow the show so I can continue to host great guests. This episode is brought to you by Kraken by Payward. Get Kraken and use code CONVERGENCE1000 to unlock a $1,000 funded account once you pass the challenge at https://www.kraken.com/features/funded Disclaimer: Terms apply. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures. Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured. Kraken Funded is an unregulated service. Funded traders onboard with Payward Oceanic Ltd. Evaluation fees apply and are non-refundable for each attempt once trading begins, regardless of outcome. Availability varies by jurisdiction. (00:00) Intro (00:27) Bitcoin to 1 Million (00:57) Why Governments Always Print Money (03:31) Is AI Stealing Bitcoin's Liquidity? (04:30) AI Is a Waste of Money (06:11) Zcash vs. Ethereum (07:29) Why Only a Few Coins Win (10:38) China's Coming Money Printing (11:51) Stablecoins vs. Local Currencies (14:03) AI Model Companies Are Worthless (15:17) What Is the Flop Network? (16:29) Sponsored by Kraken (17:28) Why Agents Won't Use Stablecoins (18:56) Agent Poetry and Trading Competitions (21:17) Why Flop Could Outgrow Bitcoin (22:52) Is Tokenization the Supercycle? (24:43) Is Saylor Still Relevant? (26:12) Will Central Banks Buy Bitcoin? (27:29) Is Quantum Risk Overhyped? (27:54) The Most Dangerous Consensus Trade (29:35) Arthur's Picks: Ethena and Uniswap (30:20) Why ETH Will Outperform Convergence is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast guests do not necessarily reflect those of Delphi. -
AI is Coming For Bitcoin With Quantum - Nic Carter 13.10.2026 51mNic Carter is an investor, Founding Partner at Castle Island Ventures, previously founded Coin Metrics, and researcher. What happens to Bitcoin or other cryptocurrencies if artificial intelligence continues to accelerate and is able to solve quantum computing or public cryptography? Nic discusses the potential scenarios for the crypto market, Bitcoin forks, doomsday scenarios, market signals to watch for, whether China or North Korea could be involved, and what he expects to happen. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes or Spotify. It helps grow the show so I can continue to host great guests. This episode is brought to you by Kraken by Payward. Get Kraken and use code CONVERGENCE1000 to unlock a $1,000 funded account once you pass the challenge at https://www.kraken.com/features/funded Disclaimer: Terms apply. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures. Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured. Kraken Funded is an unregulated service. Funded traders onboard with Payward Oceanic Ltd. Evaluation fees apply and are non-refundable for each attempt once trading begins, regardless of outcome. Availability varies by jurisdiction. (00:00) Intro (00:50) Bitcoin Investor Unrest (02:08) Finding Risks and Ideas Early (05:36) Why Bitcoin Needs Upgrade (07:10) Satoshi Warning About Quantum (10:06) What Quantum Computers Can Break (11:46) Sponsored by Kraken (12:41) Crypto Market Examples (16:14) Lessons from the Bitcoin Cash Fork (17:49) The Unavoidable Risk for Bitcoin (19:54) Race Between China and US (22:01) The Base Case: Who Gets the BTC (25:21) Why BlackRock or Coinbase Can't Help (29:48) Michael Saylor Opinion of Quantum (34:29) Warning from Google (36:01) Are Altcoins like ZEC or ETH Safe? (38:20) How Markets Could React (41:22) Could This Boost Price (44:01) The Scariest Part About Quantum Risk (47:16) Is it Already Too Late? (48:41) How Ai is Accelerating Risk (50:08) What Happens Next Convergence is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast guests do not necessarily reflect those of Delphi. -
Largest Crypto Liquidation Event - Now What? w/ CMS Holdings & Split Capital 19.10.2025 52mGuests: Daniel Matuszewski is Co-Founder at CMS Holdings, one of the industry's more prolific funds. Zaheer Ebtikar is the Chief Investment Officer and founder of Split Capital, a hedge fund specializing in liquid token investments. This episode is a deep dive into the circumstances that led to the cascading liqudiation selloff on Oct 10th, what it means moving forward, why this will happen again, bearwhale shortseller, alts vs BTC, cycle inflection points, new launches in Q4, altcoin ETFs, too many coins thesis, and more... Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter, I'll reply everytime! 🔥 -
The Uncomfortable Truth: Crypto's Underperformance in 2024 w/ Travis Kling 10.09.2024 1h 16mGuest: Travis Kling is the CIO at Ikigai Asset Management, a crypto hedge fund. In this episode we discuss his 3 part thesis for 2024 which went viral after it accurately predicted how strange crypto would behave this cycle. We explore financial nihilism, the rise of memecoins, billions of dollars in FTX redemptions hitting the market, Bitcoin seperating itself from everything else, how the presidential election will impact prices, which sectors could emerge as the new meta, quiet quitting, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/ -
Millionaire Memecoin Trader Reveals Secrets to Finding Big Wins Early w/ Crash 21.05.2024 1hCrash (@CrashiusClay69) is one of most successful memecoin traders this bull cycle & has gained a loyal following of over 120k people who follow his analysis for new coins, trades, or themes to watch. We discuss how he finds big wins early, making his first million, the mental battle of trading, knowing when to sell, Base vs Solana, his personal strategy, top picks, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/ -
Should You Sell Your Coins in May & Walk Away? What the Data Says | Weekly Wrap 10.05.2024 22mWeekly wrap of the most important trends in the crypto market covering Bitcoin seasonality, should you sell in May?, one sector of altcoins still performing well, the social-fi apps earning highest revenues of all crypto projects, and large funds taking memecoins seriously. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/ -
Predicting $1M Bitcoin & Investigating Crypto Ai w/ Martin Shkreli 03.05.2024 1h 18mMartin Shkreli entrepreneur, former hedge fund manager, and notoriously named the "Pharma Bro" who the media labeled as "Most Hated Man in America." We cover his crypto Ai investigation, a potential $1Billion scam, trading crypto from prison, SBF & CZ prison life, why he believes Bitcoin will reach $1Million dollars this year, nation-states buying Bitcoin, SEC targeting Ethereum, why he's bullish on Solana, Neuralink and Elon Musk, shorting the market, early hedge fund days, and more... Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station -
Billion Dollar Trades & The Crypto Supercycle w/ Su Zhu 27.04.2024 1h 51mSu Zhu is previously co-founder of Three Arrows Capital, one of the largest crypto hedge funds last cycle. In this episode we discuss lessons learned from making & losing BILLIONS of dollars in crypto, understanding why memecoins are so important this cycle, biggest fumbles vs biggest wins, the risk of mixing trades with investments, Airdrop Points, ICOs, the ETH ETF trade, Dogecoin ETF, how the crypto exchange meta will evolve, the new L1 trade this cycle, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning rewards from top projects like Ethena. Earn rewards INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station -
The Most Accurate Bitcoin 4-Year Cycle Price Model w/ Kevin Kelly 22.04.2024 25mKevin is the co-Founder of Delphi Digital, a leading crypto research firm. We talk about his Bitcoin 4 year cycle prediction which has played out perfectly. What does the outlook & indicators show for the rest of 2024, how you can use this model, global liquidity, macro update, what factors to watch out for, inflation, how presidential cycles affect the market, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning rewards from top projects like Ethena or Eigen Layer. Earn rewards INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station -
Finding the Next 1000x Crypto Game w/ Jihoz 16.04.2024 57mJihoz is a co-founder of Axie Infinity, which was one of the biggest crypto gaming projects ever that produced a 1,600x return last cycle. In this discussion we talk about why there hasn't been another 1000x crypto game this cycle, most exciting gaming projects right now, is gamefi happening on Solana or Ethereum, play-to-earn, new trends, Ethereum L2s, memecoins vs gaming projects, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 -
How He Created a Coin Worth $100Million in 3 Months w/ Colton Kirkpatrick 10.04.2024 46mColton Kirkpatrick, the founder of ZYN coin: one of the most popular memecoin or culture coins in the 2024 bull run. We discuss the origin story, why memecoins are playing such a big role in this bull market, how this sector evolves, finding the next big opportunity, what he would do different, advice to people creating coins, how traders can identify these early, culture coins, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 -
Exploring Ethena: Fastest Growing Stablecoin in History & Highest Revenue Token w/ Guy Young 05.04.2024 40mGuy Young, the founder of Ethena Labs: which you can think of as a crypto-dollar system. In the first week it has already achieved 100k+ users and billions in market value. As one of the most anticipated new token launches, Ethena has been discussed nonstop across Twitter with traders split about risks and exciting potential. We discuss the concerns some investors have about the risks of these stablecoin systems creating an eventual market collapse like Terra Luna did last cycle. We also discuss how the trade works, bullish scenarios, what it means for traders, highlight the best questions from crypto twitter, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 -
Best Crypto Opportunities When Memecoin Mania Ends w/ Anil Lulla (Part 2) 03.04.2024 30mAnil Lulla is Co-Founder & President of Delphi Digital, the top crypto research firm who works with many of the largest crypto hedge-funds, VCs, and protocols. In Part-2 of our conversation we look at the sectors of crypto which should be on everyone's radar after memecoins. Which themes would perform the best, what the next meta will be, will Defi ever come back, L3s, socialfi, finding the next Axie Infinity, crypto Ai, best Ai projects, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. -
What is New-Money & Retail Buying in Crypto? w/ Anil Lulla (Delphi Digital) 02.04.2024 30mAnil Lulla is Co-Founder & President of Delphi Digital, the top crypto research firm who works with many of the largest crypto hedge-funds, VCs, and protocols. We discuss his recent analysis of new-money coming into crypto and how it differs from what native crypto investors are looking at. This covers their love for memecoins, how their trading behavior is different this cycle, the Bitcoin ETF's impact on converting tradfi investors, if DeFi will become attractive again, the decline of NFT trading, and the sectors of crypto where attention could flow next. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. -
Why The New Bitcoin ETF Proposal is Different w/ Eric Balchunas 19.06.2023 32mEric Balchunas, senior ETF analyst at Bloomberg, joins the show to discuss Blackrock's Bitcoin ETF proposal. We cover why this one is different, timeline for approval, hidden details to watch, how much it would impact price, SEC vs crypto, comparisons to Gold ETF, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. Use the show link for a $10,000 Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke -
The Largest Bitcoin Fund is in Trouble (Grayscale) w/ Jeff Dorman 03.01.2023 40mJeff Dorman is the CIO of Arca, a crypto hedge fund, and we cover what is happening at Grayscale which is the largest Bitcoin fund in the world. The Bitcoin trust (GBTC) is trading at a massive discount and the parent company may also be in financial trouble. The Winklevoss twins published a public letter to twitter claiming that they are also owed a large amount of money from the parent company. It's a messy situation and Jeff breaks it all down in simple terms, we cover all the scenarios that could happen, bullish or bearish signs, whether the Bitcoin bottom is in, and what to expect in 2023. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Show sponsors: •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. Use the show link for a $4,000 Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke -
Exploring the Dark Truths Around Sam Bankman-Fried & FTX w/ Maajid Nawaz 17.11.2022 59mMaajid Nawaz is a political activist, author, host of Radical, and has been featured regularly on the Joe Rogan Experience. In this episode we explore the most bizarre facts about the FTX collapse involving the World Economic Forum, Sam's relationships to regulators, political donations, partnership with the National Bank of Ukraine, and the scary potential that this was something much more sinister than a crypto exchange collapse. I urge you to listen to the full episode as it's one of the most powerful and interesting discussions I've ever had. There are portions where the audio quality is choppy but it improves throughout the show. As more facts come out this story gets crazier everyday. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Show sponsors: •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. Use the show link for a Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke -
New Reports Explain How FTX Stole Billions From Crypto Traders │ Full Breakdown 13.11.2022 18mFull breakdown of the FTX aftermath including news about bankruptcy, exchange hack, how they stole billions from crypto traders, insiders that knew, warning for anyone that traded on FTX, macro update, and how the crypto market is responding. I hope all of you guys are okay, this is the worst week in crypto history by most measures. I'm going to keep bringing you episodes about the most exciting topics in crypto from the smartest guests I can find, but thought this update was necessary to keep you informed. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Show sponsors: •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. See the tokens on my watchlist in a token bundle on Bybit: Bybit Token Bundle Use the show link for a Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke -
Investigating the Crypto Exchange FTX Collapse w/ Alex Valaitis 10.11.2022 51mAlex Valaitis, founder of W3T, published the most in-depth analysis of the FTX exchange collapse & market crash. We discuss how this all started, CZ vs Sam, did CZ know before everyone else, Binance trying to buy FTX, new info, Sam's letter to investors, Alameda insolvency, forced selling after events like this, clients not being able to withdrawal, and what could happen next. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Show sponsors: •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. See the tokens on my watchlist in a token bundle on Bybit: Bybit Token Bundle Use the show link for a Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke
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