Bitso launched Bóvedas yesterday: onchain yield on USDC and MXNB in the @Bitso app, through vaults curated by Gauntlet. Bitso's millions of users across Latin America can now earn onchain yield on USDC and MXNB balances without leaving the app. Each asset is supplied to a dedicated Bitso vault curated by Gauntlet on @Morpho, deployed on @base, and earns from overcollateralized onchain lending markets. Learn more about the partnership:

New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO 00:00 Intro 06:34 Robot Leads Nous's $90M Round 09:37 Crypto AI Was Meme Coins With More Steps 14:40 Why Nous Stood Out Early 28:14 Hermes vs OpenClaw 35:39 The End of AI Lock-In 46:33 The Ubuntu of AI 56:17 Microsoft and Nvidia Join the Round 59:42 OpenRouter Is a DEX for AI 1:07:02 All the Money Goes to the Top Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B Full episode

Bovedas by @Bitso, powered by Morpho Millions of Latin American users can now earn yield on MXNB and USDC in Morpho Vaults curated by @gauntlet_xyz, directly from the Bitso App.

as @tarunchitra pointed out, inference markets's harnesses control orderflow & rely heavily on routers however high quality liquidity is scarce. few teams can abliterate models & genuinely produce high quality outputs. waitlist for @LyberAI is live at

@tarunchitra doesn't hold back on OpenClaw: "It's kind of the worst developer experience of anything I've used personally" His point: OpenClaw feels like Android. It makes you choose your inference, your attention, your reasoning level and your context before you can use it Codex, Claude Code and Muse went the other way. Something his grandmother could use

Gauntlet founder @tarunchitra argues every software company will have to become an AI middleman. “Every SaaS company either has to have a harness or be a router because they need to get into the token order flow. That’s the easiest thing to monetize.”

Microsoft and Nvidia both came into the Nous Research round @tarunchitra on what that means for Hermes Agent: "Nous is going to be one of the main open source harnesses you can use at Microsoft" And Nvidia installs it by default on its DGX Spark machines

When I was in middle school, I remember deactivating my school district’s “firewall” so that we could use IRC in class by decoding the bytes for unicode “NO” in a bunch of .dat config files and switching the bytes to YES Exciting to enter that era here