The Hivemind

The End of the L1 Premium? | Hype, Venice & The Future of Crypto

Thu, 21 May 2026 11:00:00 -0400

Crypto is becoming a stock picker’s market and the biggest winners may not even look like traditional crypto anymore.

This week on The Hivemind, the team breaks down Hyperliquid’s continued dominance, Venice AI’s explosive growth, the collapse of the L1 premium thesis, and why attention and capital are increasingly flowing toward AI, robotics, defense tech, and private markets. They also debate whether crypto is still the most exciting opportunity set in the world or if the industry is entering a new phase entirely.

Timestamps:

00:00 – Why crypto has become a stock picker’s market
05:00 – Venice AI (VVV), AI tokens & crypto business models
17:00 – ETH, SOL & the collapse of the L1 premium thesis
24:00 – Why Hyperliquid changed the crypto investment landscape
33:00 – Crypto capital formation vs traditional equity markets
39:00 – Defense tech, drones & the future of warfare
51:00 – Advice for young investors entering markets today
1:04:00 – Robotics, Figure AI & the next major investment wave
1:12:00 – Bitcoin, macro tailwinds & long-term positioning

Link to our Youtube: https://www.youtube.com/@Delphi_Digital

Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠

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AI Agents, Zcash Mania & Crypto’s Ownership Crisis

Thu, 07 May 2026 11:00:00 -0400

Markets are green, AI is reshaping software in real time, and crypto is once again debating what token ownership actually means.

This week on The Hivemind, the team breaks down the market melt-up, Zcash’s explosive move, the rise of AI agent infrastructure, Cursor’s rumored $60B acquisition, and the growing tension between equity and token holders after the Houdini controversy. They also dive into Pump’s buyback changes, Strategy’s latest BTC playbook, and why AI-native workflows could completely disrupt traditional SaaS.

Timestamps:

00:00 – Markets rip higher as geopolitical fears fade
02:20 – Strategy, STRC dynamics & Michael Saylor’s BTC comments
09:50 – Zcash breakout, privacy narratives & alt rotation
15:40 – Venice AI (VVV) and the AI x crypto trade
23:00 – Cursor’s rumored $60B acquisition & AI business models
30:30 – AI agents replacing traditional software workflows
40:30 – Why SaaS companies may be vulnerable in an agent-first world
41:30 – The Houdini controversy & crypto token holder rights
52:00 – Pump’s buyback changes, burns & token economics debate
1:03:00 – What’s next for Pump, meme coin markets & crypto products

Link to our Youtube: https://www.youtube.com/@Delphi_Digital

Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠

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Follow Kevin: https://x.com/Kevin_Kelly_II

Bitcoin’s Rally, DeFi Risk, and the Next AI Trade

Thu, 23 Apr 2026 11:00:00 -0400

Markets are ripping again but is the rally actually sustainable? This week, the team breaks down Bitcoin’s move toward $80K, the fallout from the massive Aave/KelpDAO exploit, and whether DeFi’s risk/reward still makes sense. They also dive into AI infrastructure plays, the rise of real-world yield products like USDAI, and how AI agents are completely changing productivity workflows.

00:00 Intro + market sentiment shift
08:55 The Aave/KelpDAO exploit explained
17:00 Why DeFi lending models may need to change
37:30 Where DeFi yield still makes sense
38:00 USDAI and real-world AI infrastructure yield
48:20 Venice, Bittensor, and AI token narratives
54:00 How AI agents are changing productivity
1:00:50 What the team is watching next
1:07:15 Outro

Link to our Youtube: https://www.youtube.com/@Delphi_Digital

Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠

Follow Jason: ⁠https://x.com/3xliquidated⁠

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Follow Kevin: https://x.com/Kevin_Kelly_II

Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M

Thu, 09 Apr 2026 10:19:26 -0400

This week, the Hivemind team breaks down the ceasefire in Iran and how it could impact markets going forward. We then deep dive into the 2026 IPO window, is AI a bubble, the fallout of Drift's $280M exploit, Polymarkets recent announcement and more

Timestamps:00:00 Introduction01:50 State of The Market 09:53 Finding Opportunities In Crypto 15:15 Is AI In a Bubble? 26:35 The Return of Active Investing37:42 Prediction Markets 51:40 The Drift Exploit Fallout

Link to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLibermanFollow Jose: https://x.com/ZeMariaMacedoFollow Kevin: https://x.com/Kevin_Kelly_II

The Hivemind Announcement: Transitioning to Blockwork's Empire

Wed, 16 Oct 2024 13:27:21 -0400

Announcing our transition to the Empire Podcast feed, by Blockworks! Follow us there to keep up to date with our chats and be sure to follow the hosts on social media!

Empire's Apple Feed: https://podcasts.apple.com/us/podcast/empire/id1554930038

Empire's Spotify Feed: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq

José's Twitter: https://x.com/zemariamacedo

Duncan's Twitter: https://x.com/floodcapital

Yan's Twitter: https://x.com/YanLiberman

Ceteris' Twitter: https://x.com/ceterispar1bus

ETH ETFs go Live, COMP Attacked & Cosmos Drama

Wed, 31 Jul 2024 12:52:55 -0400

In this conversation, the hosts discuss various topics including the ETH ETF, flows data, the recent governance attack on Compound, and the state of the Cosmos ecosystem. They analyze the inflows and outflows in the crypto market, the impact of ETFs on the market, and the challenges faced by Cosmos chains. They also explore the concept of app-specific rollups and the potential of the Initial ecosystem. The conversation highlights the lack of a unified community in the Cosmos ecosystem and the difficulty in expressing a bet on its success. In this conversation, the hosts discuss various topics related to meme coins, NFTs, and the gaming industry. They touch on the success and potential of meme coins like Banana and Trump, the cult-like following of certain NFT collections, and the intersection of NFTs and meme coins. They also explore the role of gaming in onboarding users to crypto and the potential for incentivizing certain behaviors through tokens. The hosts express optimism about the future of gaming and the opportunities it presents in the crypto space. Chapters 00:00 Introduction and Discussion on ETH ETF 10:09 Governance Attack on Compound 21:41 Challenges Faced by the Cosmos Ecosystem 30:24 Exploring App-Specific Rollups and the Initial Ecosystem 36:34 The Rise of Meme Coins 38:27 The Cult-Like Following of NFT Collections 39:22 NFTs vs. Memes: Tech and Value 46:59 Banana Listing on Binance 50:43 The Potential and Challenges of Solana 55:55 Gaming as a Gateway to Crypto Adoption 01:00:19 Incentivizing Behaviors through Tokens 01:09:59 The Future of Crypto and Innovation Disclosures This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

A Game of Inches: Market Gets Behind Trump

Thu, 18 Jul 2024 16:20:42 -0400

The conversation covers various topics including the Trump assassination attempt, support for Trump, the JD Vance appointment, the Bitcoin ETF, Galaxy Digital, and the dynamics between Ethereum and Solana. The conversation covers various topics related to Solana and Ethereum scaling, app sequencing, app contracts, trusted execution environments (TEEs), and the potential outlook for both Solana and Ethereum in terms of scaling and market performance. The hosts discuss the potential for Solana to reach 10,000 to 30,000 transactions per second (TPS) and the challenges of scalability. They also touch on the narrative and value proposition of Ethereum, including its qualitative aspects and the potential impact of an ETF.

Chapters

00:00 Trump Assassination Attempt and Crypto Prices

03:27 Changing Perception of Supporting Trump

07:48 JD Vance Appointment and Impact on Tech and Crypto

09:44 Anticipation for the Bitcoin ETF and Speculation about a Solana ETF

17:00 Galaxy Digital: A Diverse Crypto Company to Watch

22:38 Dynamics Between Ethereum and Solana

28:01 App Sequencing and App Contracts

29:28 The Rise of Trusted Execution Environments (TEEs)

31:21 The Potential for Solana Scaling

35:34 The Narrative and Value Proposition of Ethereum

38:21 The Impact of an ETF on Ethereum's Market Performance

45:46 Exploring Investment Opportunities: ENS and Gold

Disclosures

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

Crypto Crossroads: ETFs, Politics, and Prediction Markets

Wed, 03 Jul 2024 13:39:22 -0400

In this episode of the Hivemind podcast, the hosts discuss the upcoming ETH ETF launch and its potential impact on the market. They explore different perspectives on the ETF, with some feeling bullish and others more cautious. They also touch on the role of prediction markets in providing insights into political events and the overall market dynamics. The conversation covers topics such as the reflexive nature of Ethereum, the potential for BlackRock to launch a stablecoin, and the influence of institutional investors on the market. The hosts also discuss the performance of meme coins and the impact of SEC lawsuits on the market. The conversation covers various topics related to the dynamics of the crypto market, including the trading of tokens over-the-counter (OTC), the value of legitimate projects, the impact of token unlocks, the role of circulating supply, the effects of raising too much money, and the sustainability of ICO platforms. The participants discuss the pros and cons of different approaches to fundraising and the challenges of navigating the crypto market. They also touch on the potential of meme coins and the importance of developing fundamental theses for investments.

Disclosures

Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more?

Thu, 27 Jun 2024 16:55:54 -0400

In this episode, Duncan, Ceteris, Jason and Jordan discuss the recent filing for a Solana ETF and the upcoming launch of an Ethereum ETF. They analyze the recent price action in the crypto market and the potential impact of these ETFs. They also discuss the bullish catalysts for Ethereum and Solana, including the potential for increased flows into the ETFs. The hosts express their opinions on the future performance of Solana and Ethereum and the importance of investing in investable assets in the crypto space. The conversation revolves around the potential of TON and its comparison to other cryptocurrencies like Bitcoin and Solana. They also touch on the topic of ETFs and their impact on the crypto market. The conversation ends with a discussion on the volatility of different assets and the importance of developing one's own investment thesis.

Chapters

00:00 Introduction and Discussion of ETFs

11:59 Analyzing the Recent Price Action

25:08 Opinions on the Future Performance

29:18 The Potential of TON and its Comparison to Bitcoin and Solana

33:40 The Impact of ETFs on the Crypto Market

35:00 The Importance of Developing an Investment Thesis

37:25 TON's Potential to Onboard a Large User Base

43:25 The Real Use Case of TON in Escaping Inflation

45:15 The Market Performance of TON and its Potential Outperformance

Disclosures

The Great L0 Sybil Hunt, Robinhood's Meme Season and Is TON the next hot L1?

Sat, 15 Jun 2024 06:49:52 -0400

In this episode of the Hivemind podcast, the hosts discuss the recent ZK Sync Airdrop and compare it to the Layer Zero Airdrop. They debate the fairness of airdrops and the distribution of tokens to users. The conversation then shifts to a debate between Justin Drake and Tolly on the future of Ethereum and Solana. The hosts share their thoughts on the debate and their own holdings of ETH and Solana. Finally, they discuss the potential of Telegram's Ton platform and its distribution advantage. The hosts discuss various topics including the security of messaging apps like Telegram and Signal, the launch of Symbiotic, the debate around economic security in cryptocurrencies, the potential for attacks on Bitcoin and other cryptocurrencies, the rise of celebrity coins, Robinhood's acquisition of Bitstamp, the launch of L2 solutions by exchanges, macro trends in the market, and the secondary market for tokens.

Chapters

00:00 Introduction and Recap

01:08 Analyzing the ZK Sync Airdrop and Comparing it to Layer Zero

13:34 The Debate: Justin Drake vs. Totally on Ethereum and Solana

30:01 Security of Messaging Apps

31:28 Signal vs Telegram

32:54 Economic Security Debate

35:45 Potential Attacks on Bitcoin

40:27 Robinhood's Acquisition of Bitstamp

44:11 Exchanges Launching L2 Solutions

54:26 Macro Trends: Impact of the US Dollar

55:53 The Secondary Market for Tokens

Disclosures

[30th May Episode] ETH ETF Reaction - Bullish or Bearish?

Thu, 13 Jun 2024 10:45:03 -0400

The conversation revolves around the approval of the ETH ETF and its potential impact on the crypto market. There is a discussion on the bullishness of the ETH ETF for the broader crypto ecosystem, particularly for Ethereum and Ethereum-based altcoins. The conversation also touches on the performance of ETH after the ETF approval and the ambiguity surrounding its launch. Specific altcoins like Athena and Lido are mentioned as potential beneficiaries of the ETH ETF. The conversation concludes with a discussion on the potential revitalization of Ethereum altcoins and DeFi as a result of the ETF approval. The conversation covers various topics including the potential impact of cannibalization on the bullishness of Ethereum (ETH) and altcoins, the role of memes in the market, the potential rotation back to ETH NFTs, and the opportunities in on-chain projects. The conversation also touches on the political landscape and its impact on the crypto industry, with a focus on the bullishness of the regulatory shift under the Biden administration. The discussion concludes with a brief mention of the low float/high FTV controversy and a comment on the changing stance of Michael Saylor on the ETF.

Chapters

00:00 Introduction and Context Setting

01:25 The Bullish Impact of the ETH ETF

10:14 Potential Beneficiaries: Athena and Lido

13:38 Revitalization of Ethereum Altcoins and DeFi

29:21 Cannibalization and its Impact on Bullishness

30:18 The Role of Memes in the Market

31:16 The Potential Rotation Back to Ethereum NFTs

35:04 The Impact of Exchanges on Launches

37:21 The Bullish Regulatory Shift Under the Biden Administration

45:51 The Political Landscape and its Impact on the Crypto Industry

54:35 Michael Saylor's Changing Stance on the ETF

Disclosures

Memecoins Leaking Millions/day in Fees, Privacy, MEV & SocialFi

Fri, 17 May 2024 10:51:53 -0400

In this conversation, the hosts discuss various topics related to the cryptocurrency market. They touch on market conditions, regulatory developments, the impact of institutional investors, the performance of altcoins, and the rise of meme coins. They also discuss the legal implications for developers of privacy-focused tools and the erosion of privacy rights in the crypto space. In this conversation, the hosts discuss the recent developments in the crypto space, including the Tornado Cash developer's concerns about increasing regulations in Europe and the Medboost exploit. They also touch on the topics of crypto social platforms like Friend Tech and Fantasy Top, as well as the FTX bankruptcy and the exorbitant fees paid to lawyers. The conversation highlights the need for decentralized governance and more efficient legal processes in the crypto industry.

Chapters

00:00 Introduction

00:42 Market Conditions and Regulatory Developments

10:38 The Rise of Meme Coins

25:28 Erosion of Privacy Rights in the Crypto Space

33:21 Crypto Regulations and Concerns

34:18 The Medboost Exploit

43:22 Crypto Social Platforms

52:20 The FTX Bankruptcy

01:03:23 The Need for Decentralized Governance

Disclosures

EIGEN, Are VCs Evil, and Is It All Over?

Thu, 02 May 2024 13:12:29 -0400

Discussing about the recent Eigen layer airdrop and token announcement. The hosts summarize the main issues with the airdrop, including VPN blocking, non-transferability, and the snapshot timing. They share their opinions on these issues, with some arguing that non-transferability is not a big deal and others expressing frustration with the geo-blocking. The conversation then shifts to a discussion about points and their role in token distribution. The hosts debate the advantages and disadvantages of points and their potential impact on the industry. They also touch on the role of VCs and the perception of entitlement in the space. The conversation concludes with an exploration of Eigen layer and its unique approach to resolving subjective disputes through the use of the Eigen token and forking. In this conversation, the participants discuss various topics including the dispute resolution mechanism in Eigen, the market dynamics of Bitcoin and altcoins, the potential for real applications in DeFi, and the innovation in the lending space. They also touch on the importance of privacy in Bitcoin and the role of ETFs in providing privacy. Overall, the conversation highlights the need for actual applications and innovation in the crypto space.

Chapters

00:00 Introduction and Overview

01:33 Analyzing the Issues with the Eigen Layer Airdrop

28:21 Exploring Eigen Layer's Approach to Subjective Disputes

31:19 The Need for Clearer Guidelines in Airdrops and Token Distribution

32:43 Eigen's Dispute Resolution Mechanism

35:38 Bitcoin as a Macro Asset

38:27 The Importance of Auctions

45:44 Aave V4: Combining Decentralized Governance and Market-Driven Lending

57:06 The Importance of Privacy in Bitcoin

Disclosures

This Time is Different? Dispersion in Alts and New Halving Narratives

Thu, 18 Apr 2024 12:21:47 -0400

The conversation discusses the recent market volatility and the dispersion effect in the cryptocurrency market. The hosts speculate on whether the recent market drop is the low point or if it will go lower. They also discuss the impact of traditional markets on the crypto market and the role of ETF flows. The conversation then shifts to the Bitcoin ecosystem and the potential for Bitcoin to become an L2 for other cryptocurrencies. They explore the idea of bridging between Bitcoin and other chains and the potential for new projects and use cases within the Bitcoin ecosystem. The conversation covers various topics related to decentralized finance (DeFi), centralized entities, yield farming, stablecoins, the impact of the Bitcoin halving, and the potential for an Ethereum ETF. The participants discuss the advantages and disadvantages of centralized and decentralized solutions, the importance of managing keys in the crypto space, and the potential for borrowing against Bitcoin. They also touch on upcoming projects such as Cycles.money and Mackie, and the potential for increased demand for stablecoins. The conversation concludes with a discussion on the future of ETH and the potential for ETF flows.

Chapters

00:00 Introduction and Disclaimer

06:41 The Potential of Bitcoin as an L2

13:53 Decentralized Borrowing and Lending for Bitcoin

29:32 Managing Keys and Risks

41:05 The Impact of an Ethereum ETF

50:00 The Future of ETH and ETF Flows

Disclosures This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

The Return of ICO’s, ETH’s Issuance Tinkering & DeFi Drama

Thu, 04 Apr 2024 14:21:12 -0400

The conversation revolves around two main themes: investment clubs and ETH issuance. The discussion on investment clubs focuses on the adverse selection problem and the potential benefits and drawbacks of using platforms like Echo and Legion for fundraising and community building. The conversation on ETH issuance explores the proposal to change the ETH issuance curve and the arguments for and against it. The participants also touch on the challenges faced by larger funds in the crypto space and the impact of stake rates on the moneyness of ETH. The conversation revolves around the recent developments in the MakerDAO ecosystem, particularly the introduction of the Ethena stablecoin and the controversy surrounding it. The hosts discuss the impact of Ethena on stablecoin yields and the overall DeFi market. They also touch on the feud between MakerDAO and Aave, as well as the potential risks and benefits of MakerDAO's plans to split into sub-daos and launch new tokens. The conversation highlights the competition among protocols to attract capital by offering higher yields and the importance of understanding the risks and reflexivity of these systems.

Chapters

00:00 Introduction to Investment Clubs

01:15 Adverse Selection Problem

14:01 ETH Issuance and Stake Rates

16:19 Challenges Faced by Larger Funds

28:29 Impact of Yield Reduction on Staking

30:52 The Impact of Ethena Stablecoin

35:30 Feud Between MakerDAO and Aave

51:00 MakerDAO's Plans to Split

57:09 Competition for Higher Yields

01:00:58 Conclusion

Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Get a 20% discount on a premium Delphi PRO or PRO+ for listening to this episode! Follow the links below or use the codes on checkout: 20% off Delphi PRO annual Code: PODCASTPRO Direct Link: https://delphi.link/podcastpro 20% off Delphi PRO+ annual Code: PODCASTTEAMS Direct Link: https://delphi.link/podcastteams Follow Delphi Digital Website: https://members.delphidigital.io Twitter / X : https://x.com/delphi_digital

Delphi's Hivemind: ETFs, 4844, Solana L2s & Ethena

Fri, 22 Mar 2024 15:47:48 -0400

This episode covers topics such as ETF flows, GBTC selling, the long-term outlook for Bitcoin, the potential approval of an ETF, the buyers of Bitcoin, the conviction of investors, the timing of ETF approval, 4844 and base rollups, Drip and Solana L2s, and scalable rollups. In this conversation, the hosts discuss memes and meme dilution in the cryptocurrency market. They talk about the rapid rise of new memes and the potential challenges of investing in them. They also discuss the Athena project and its risks and benefits. The hosts touch on the impact of higher rates on DeFi and the potential consequences of integrating stablecoins into various platforms. They conclude with some closing remarks. 00:00 - Introduction 01:03 - ETF Flows 05:55 - Long-Term Outlook 07:20 - ETF Approval 08:20 - Buyers of Bitcoin 09:47 - Investor Conviction 13:07 - ETF Rejection 14:35 - ETH ETF and Maker Endgame 22:31 - 4844 and Base Rollups 29:35 - Drip and Solana L2s 34:18 - Scalable Rollups 35:10 - Memes and Meme Dilution 50:35 - Discussion on Athena 01:05:26 - Impact of Higher Rates on DeFi 01:10:41 - Closing Remarks Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here. Get a 20% discount on a premium Delphi PRO or PRO+ for listening to this episode! Follow the links below or use the codes on checkout: 20% off Delphi PRO annual Code: PODCASTPRO Direct Link: https://delphi.link/podcastpro 20% off Delphi PRO+ annual Code: PODCASTTEAMS Direct Link: https://delphi.link/podcastteams Follow Delphi Digital Website: https://members.delphidigital.io Twitter / X : https://x.com/delphi_digital

ETF Flows and Their Effects on BTC, Alts and Memes

Thu, 07 Mar 2024 16:15:44 -0500

Yan, Duncan, Ceteris and guest Jason Pagoulatos discuss the the current market conditions, what the ETF inflows have done to Bitcoin, Altcoins and Memecoins.

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Does Value Accrue to Frontends? Solana Outage's & ETH Narrarives

Thu, 08 Feb 2024 13:57:45 -0500

Jose, Yan, Duncan, and Ceteris discuss the mechanics of value accrual to frontends in crypto, the Solana outage of Feb 06, 2024 and the upcoming Ethereum narratives.

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Behind the Curve: The Hack, DeFi Governance, and the Future of AMMs

Tue, 30 Jan 2024 17:54:13 -0500

Jose, Yan, Duncan, and Ceteris chat about the Curve hack, trading around the hack, views on the future of CRV and veCRV governance, and comparing AMMs, CEXs, and order books.

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ETF Aftermath: Jup's Launch, Points and the Degen Corner

Thu, 25 Jan 2024 12:46:54 -0500

Jose, Yan, Duncan and Ceteris discuss the aftermath of the Bitcoin ETF approval, Jupiter's token launch, the new point systems that protocols are adopting, and the introduction of the degen corner, where the hosts talk about their more degen picks and plays.

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Bitcoin ETF: What's next?

Fri, 12 Jan 2024 12:57:01 -0500

Jose, Yan, Duncan and Ceteris discuss the recent approval of the Bitcoin ETF and its impact on the cryptocurrency market. The conversation then shifts to the evaluation of different blockchain ecosystems, including Solana and Ethereum, and the importance of applications in driving adoption. We also discuss the fragmentation of attention in Ethereum's roll-up ecosystem and the need for new innovations in the DeFi space. The conversation covers topics such as Solana Sanctum and Liquidity Staking Tokens (LSTs), desired innovations in DeFi, copy trading and social features in DeFi, and the future of crypto gaming. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here.

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Breakpoint: Solana's Rise, Celestia's Launch and the Future of Cosmos

Fri, 10 Nov 2023 10:22:23 -0500

Jose, Yan, Duncan and Ceteris discuss the Solana 2023 Breakpoint conference, talk about Solana's past and future, $TIA's launch and the future of the cosmos ecosystem. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here.

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On-Chain Liquidity: Discussing AMMs's History and Future feat. @0xDefi

Fri, 20 Oct 2023 11:50:54 -0400

Jose, Yan, Duncan and Ceteris, joined by Matt at @0xdef1 discuss the past, present and future of AMMs and on-chain liquidity as well as giving their thoughts on the market going forward. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here.

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Friend(.tech) or Foe: Coinbase's Base Chain's Uptake, EVM’s market share and Catalysts for the Market

Fri, 25 Aug 2023 08:58:32 -0400

Jose, Yan, Duncan and Ceteris discuss the craze of friend.tech, what it is, how it works and what it might bring to the table, as well as talk about Coinbase's new L2 and their views on ETFs, liquidity and the markets.

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