Yan Liberman of Delphi Ventures joins Empire to share the six tokens he believes will outperform this cycle. He explains the distinction between productive crypto assets that generate yield and purely speculative tokens, and why that matters now. The conversation covers how AI is reshaping crypto venture capital, Delphi's framework for evaluating founders, and the Aerodrome catch-up trade. Liberman also warns against overcomplicating strategies, urging investors to focus on disciplined portfolio construction.
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Highlights
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Productive vs. Speculative Crypto Assets00:17:57
Yan Liberman distinguishes between productive crypto tokens that generate yield and purely speculative assets driven by narrative.