1 hr 11 min
Delphi's Hivemind: ETFs, 4844, Solana L2s & Ethena The Hivemind
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- Business
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
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Send in a voice message: https://podcasters.spotify.com/pod/show/delphihivemind/message
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
---
Send in a voice message: https://podcasters.spotify.com/pod/show/delphihivemind/message
1 hr 11 min