The Hivemind

Delphi Media

Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.

  1. 18 juni

    Is the AI Bubble About to Pop?

    Is the AI trade getting crowded? This week on Hivemind, Delphi Ventures Partner Tommy Shaughnessy joins the show to debate one of the biggest questions in technology and markets today: can OpenAI and Anthropic justify their valuations, or is open-source AI about to take market share? The team discusses enterprise AI spending, the economics of frontier models, the rise of open-source alternatives, SpaceX's IPO, the AI bubble debate, Hyperliquid's continued growth, and the latest developments surrounding Zcash and the private Bitcoin thesis. TIMESTAMPS 00:00:00 Introduction & Market Outlook 00:05:00 OpenAI, Anthropic & Enterprise AI Spending 00:08:53 Open Source vs Frontier Models 00:24:41 Are We In An AI Bubble? 00:35:17 SpaceX IPO & Equity Issuance 00:38:13 AI Regulation & Political Risk 00:53:36 Hyperliquid & HYPE 01:04:14 Zcash & The Private Bitcoin Thesis 01:13:16 Final Thoughts Link to our Youtube: https://www.youtube.com/@Delphi_Digital Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠  Follow Jason: ⁠https://x.com/3xliquidated⁠  Follow Tommy: https://x.com/Shaughnessy119 Follow Jose: https://x.com/ZeMariaMacedo Follow Kevin: https://x.com/Kevin_Kelly_II

    1 tim 15 min

  2. 4 juni

    Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC

    Bitcoin is breaking down, AI is attracting all the capital, and crypto may be entering an entirely new market regime. This week on The Hivemind, the team debates where Bitcoin is headed, why assets like HYPE, Venice, and Lighter are outperforming despite BTC weakness, the future of Hyperliquid, Ethena's Coinbase partnership, and whether crypto is finally becoming a market driven by fundamentals instead of Bitcoin alone. TIMESTAMPS 00:00:00 Introduction & Is Bitcoin Cooked? 00:05:44 Saylor, Bitcoin Liquidity & Market Structure 00:12:28 Why Crypto Is Finally Detaching From Bitcoin 00:19:06 The New Altcoin Market & Capital Rotation 00:22:35 Why HYPE's Outperformance Matters 00:26:22 Zcash, Value Investing & Crypto Fundamentals 00:31:57 Hyperliquid, Lighter & Crypto's First Compounders 00:33:47 Can Crypto Thrive While Bitcoin Stagnates? 00:38:32 Why Retail Left Crypto For AI & Stocks 00:40:46 BlackBerry, Equities & Staying In Your Circle Of Competence 00:47:54 Lighter Deep Dive 00:53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds 00:55:03 Polymarket's UMA Problem 01:07:09 Ethena x Coinbase Explained 01:16:43 Bitcoin To $49K? Jason's Bear Case 01:19:43 Can HYPE Keep Going Higher? Link to our Youtube: https://www.youtube.com/@Delphi_Digital Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠  Follow Jason: ⁠https://x.com/3xliquidated⁠  Follow Yan: https://x.com/YanLiberman Follow Flip: https://x.com/trevor_flipper Follow Kevin: https://x.com/Kevin_Kelly_II

    1 tim 24 min

  3. 21 maj

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

    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  Follow Jason: ⁠https://x.com/3xliquidated⁠  Follow Yan: https://x.com/YanLiberman Follow Jose: https://x.com/ZeMariaMacedo Follow Kevin: https://x.com/Kevin_Kelly_II

    1 tim 14 min

  4. 7 maj

    AI Agents, Zcash Mania & Crypto’s Ownership Crisis

    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  Follow Jason: ⁠https://x.com/3xliquidated⁠  Follow Yan: https://x.com/YanLiberman Follow Jose: https://x.com/ZeMariaMacedo Follow Kevin: https://x.com/Kevin_Kelly_II

    1 tim 8 min

  5. 23 apr.

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

    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  Follow Yan: https://x.com/YanLiberman Follow Jose: https://x.com/ZeMariaMacedo Follow Kevin: https://x.com/Kevin_Kelly_II

    1 tim 8 min
  6. Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M

    9 apr.

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

    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

    1 tim 8 min
  7. The Hivemind Announcement: Transitioning to Blockwork's Empire

    2024-10-16

    The Hivemind Announcement: Transitioning to Blockwork's Empire

    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

    1 min
  8. ETH ETFs go Live, COMP Attacked & Cosmos Drama

    2024-07-31

    ETH ETFs go Live, COMP Attacked & Cosmos Drama

    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.

    1 tim 11 min
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Om

Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.

Information

  • Skapad av
    Delphi Media
  • Aktiva år
    2023 - 2026
  • Avsnitt
    26
  • Åldersgräns
    Vuxet innehåll
  • Copyright
    © 2026 The Hivemind
  • Programmets webbplats
    The Hivemind

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