The Hivemind Delphi Digital
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- Business
Delphi Digital's brightest minds - Jose, Yan, Ceteris, and Duncan - banter about the biggest topics in crypto.
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EIGEN, Are VCs Evil, and Is It All Over?
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 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.
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This Time is Different? Dispersion in Alts and New Halving Narratives
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.
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The Return of ICO’s, ETH’s Issuance Tinkering & DeFi Drama
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.
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Website: https://members.delphidigital.io
Twitter / X : https://x.com/delphi_digital
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Delphi's Hivemind: ETFs, 4844, Solana L2s & Ethena
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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ETF Flows and Their Effects on BTC, Alts and Memes
Yan, Duncan, Ceteris and guest Jason Pagoulatos discuss the the current market conditions, what the ETF inflows have done to Bitcoin, Altcoins and Memecoins.
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/home
Twitter: https://twitter.com/Delphi_Digital
YouTube: https://youtube.com/@Delphi_Digital
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Does Value Accrue to Frontends? Solana Outage's & ETH Narrarives
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.
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/home
Twitter: https://twitter.com/Delphi_Digital
YouTube: https://youtube.com/@Delphi_Digital
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