The Hivemind

Delphi Media
  • 5.0 (2)
  • Business
  • Updated Daily

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

  1. 5d ago

    Crypto Has Bottomed

    Is the bottom in for crypto? Kevin, Jason, José, Yan and Ceteris break down a market that just shook off weeks of selling, from the 10:30 AM seller who finally ran out of coins to the year-end unlocks and what the midterms could mean for crypto. The crew digs into the AI debt bubble fears around CoreWeave and the labs, the math behind $4 trillion of AI capex, and why this cycle looks nothing like 2000. Plus, who ends up with Satoshi's coins when quantum arrives, why quantum fear is lifting Zcash and Pearl, Paper Trade's token problem, Kinetiq and the HyperEVM bet, and the rise of anti-social trading. TIMESTAMPS 00:00 Intro 00:44 Has Crypto Bottomed? 03:05 BTC's 10:30 AM Seller Is Gone 04:32 Token Unlocks Into Year End 07:14 Do the Midterms Matter? 09:23 Is AI a Debt Bubble? 10:40 The $4 Trillion AI Capex Math 15:53 Anthropic's Revenue Is Exploding 19:10 The Reflexive AI Demand Risk 25:00 Why This Isn't 2000 33:51 Crypto's Goldilocks Case 36:01 Who Gets Satoshi's Coins? 37:59 Quantum Fear Lifts ZEC and Pearl 41:49 Has Quantum Changed Your BTC Bet? 48:13 Two Big Themes for Next Year 50:12 Paper Trade's Token Problem 59:11 Kinetiq and the HyperEVM Bet 1:09:31 Why Hyperliquid Users Stay Loyal 1:12:30 PUMP vs FOMO 1:16:29 The Rise of Anti-Social Trading 1:19:11 Tokens Still Higher a Year From Now 🧠 Follow the Alpha ▸ Ceteris: https://x.com/ceterispar1bus ▸ Jason: https://x.com/3xliquidated ▸ Yan: https://x.com/YanLiberman ▸ Kevin: https://x.com/Kevin_Kelly_II ▸ Jose: https://x.com/ZeMariaMacedo 🎧 Listen here https://thehivemind.buzzsprout.com 📺 More from Delphi Media ▸ Convergence with Alex Colville: https://www.youtube.com/watch?v=HT-vBRKB3hs ▸ The Delphi Podcast with Andrej Radonjic of Grass: https://www.youtube.com/watch?v=QT7adhMLMI4 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer Hivemind is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast are solely those of hosts and guests do not necessarily reflect those of Delphi Media.

    Crypto Has Bottomed

  2. Oct 7

    Crypto's $150 Trillion Opportunity

    What happens when crypto’s trading infrastructure opens up to $150 trillion in traditional assets? Ethena founder Guy Young joins Hivemind to explore the next phase of on-chain finance from tokenized stocks and stablecoins to 24/7 markets for real-world assets. Guy explains why he thinks real-world-asset perpetuals could surpass crypto perps within two years, and what that shift could mean for Ethena, exchanges, and the broader DeFi ecosystem. The crew also debates whether it pays to own category leaders like Hyperliquid or bet on challengers, what’s holding back on-chain options, and how much stablecoin adoption still depends on speculation. Plus, Guy shares candid lessons on token launches, investor unlocks, and aligning incentives between founders and tokenholders. TIMESTAMPS 00:00 Intro & Market Outlook 10:25 Introducing Ethena Founder Guy Young 12:55 Tokenization & Crypto’s $150 Trillion Opportunity 23:55 DeFi Yields, Exchanges & the Perps Race 43:00 Pump & the Memecoin Economy 55:30 On-Chain Options 59:05 Token Unlocks & Lessons From Building Ethena 1:09:30 What’s Next for Stablecoins? 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II ▸ Jose: ⁠https://x.com/ZeMariaMacedo ▸ Guy: ⁠https://x.com/gdog97_ Watch here: http://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

  3. Sep 28

    Crypto Isn't The Frontier Anymore

    In this special in-person episode of Hivemind, Kevin joins Yan, Jose, Jason, and Ceteris to debate whether crypto is still the frontier or whether the biggest opportunities have shifted elsewhere. The team breaks down crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. They also explore AI’s investment cycle, the risks around data center expansion and frontier lab revenues, and the sectors they’re deliberately avoiding. TIMESTAMPS 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II ▸ Jose: ⁠https://x.com/ZeMariaMacedo Watch on Youtube: https://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

  4. Sep 10

    Alt Season is Already Here

    This week on Hivemind, the team breaks down the growing altcoin rally, why risk appetite is returning on-chain, and whether the current market can keep running without Bitcoin making a major move higher. They discuss the continued strength in HYPE, Zcash, Lighter and other winners, why this is becoming an alt-picker’s market, and how tokenized stocks are creating an entirely new speculative playground across Robinhood Chain and Solana. The conversation also covers FOMO and the rise of crypto-native social trading, the dangers of chasing increasingly speculative on-chain trades, whether ETH can benefit from the tokenization wave, and why taking profits may be the most important skill for surviving multiple crypto cycles. TIMESTAMPS 00:00:00 Intro 00:00:30 Bitcoin Flat, Alts Ripping 00:06:00 Is New Money Entering Crypto? 00:10:10 The Alt-Picker’s Market 00:13:20 Tokenized Stocks & the New On-Chain Meta 00:21:00 Can the On-Chain Mania Last? 00:43:15 ETH, HYPE & the Tokenization Trade 00:51:20 Taking Profits & Managing the Bull Market 01:07:30 What Could Kill the Rally? 01:16:30 VVV, OpenAI & Private Inference 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II ▸ Jose: ⁠https://x.com/ZeMariaMacedo Watch on Youtube: https://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

  5. Aug 27

    The Move No One Was Positioned For

    This week on The Hivemind, the team breaks down why the latest rally may have real legs, how sidelined positioning and exhausted sellers helped fuel the move, and why the return of the debasement trade could mark a meaningful change in market regime. They discuss where to take risk if the bull market continues, whether consensus trades like HYPE and Zcash can keep outperforming, overlooked opportunities in Grass and Arrow, and why trying to get too clever with rotations can leave you behind. The conversation also covers Hyperliquid’s potential alt season, Zcash and Cypherpunk, whether NFTs could actually make a comeback, Robinhood Chain, and why the macro setup for Bitcoin may be the strongest it’s been in years. TIMESTAMPS 00:00:00 Intro 00:00:35 Is the Crypto Bull Market Back? 00:08:55 HYPE & the Next Alt Season 00:15:35 What Wins This Cycle? 00:21:05 Consensus Trades vs. Hidden Alpha 00:29:20 Zcash & the Next Rotation 00:52:20 NFTs & Robinhood Chain 01:04:35 Positioning for the Next Leg 01:12:30 The Debasement Trade Is Back 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II Watch here https://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

  6. Aug 13

    Everyone is Sleeping on the Next On-Chain Boom

    This week on the Hivemind, the team debates whether the market is on the cusp of a new on-chain boom or whether the lack of a major wealth-creation event in Bitcoin, ETH, or SOL will keep the upside limited. They break down the green shoots showing up across FWA, FOMO, MetaDAO and other pockets of the market, why small and mid caps may offer better opportunities than the majors, and whether exhausted sellers could be setting the stage for the next move higher. The conversation also covers Hyperliquid and tokenized stocks, the competition between crypto and AI for speculative capital, whether buy-and-hold still works, and why the next sustained rally may require a very different catalyst than previous cycles. TIMESTAMPS 00:00:00 Intro 00:00:50 Is On-Chain Finally Coming Back? 00:09:05 Who Buys Bitcoin Next? 00:21:55 Where Does Crypto Value Accrue? 00:28:45 Majors vs. Small Caps 00:35:30 Crypto vs. AI 00:47:05 RWAs, HYPE & Tokenized Stocks 00:55:55 The FWA Experiment 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II Watch here https://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

  7. Jul 30

    The AI Apocalypse: Is Crypto Ready for a Comeback?

    This week on Hivemind, the team breaks down the sharp selloff across high-beta AI and memory stocks, whether the broader AI thesis is still intact, and what a sustained pullback could mean for Bitcoin and the rest of crypto. They also discuss where value may accrue across the AI stack, why infrastructure and NeoClouds may still have room to run, Hyperliquid and tokenized equities, the latest Zcash privacy upgrade, the Fed’s next move, and the growing risks around debt-financed AI infrastructure. TIMESTAMPS 00:00:00 Intro & The AI Selloff 00:15:35 Can Crypto Benefit? 00:21:28 AI Infrastructure vs. Apps 00:25:30 Hyperliquid & Tokenized Stocks 00:41:52 Zcash & Ironwood 00:46:55 The Fed & AI Debt 01:00:00 FWA & Crypto Gambling 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Jose: https://x.com/ZeMariaMacedo ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II 📺 Watch here: https://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

  8. Jul 16

    Are Crypto Tokens Fundamentally Broken?

    This week on Hivemind, the team debates one of the biggest structural questions in crypto: can tokens and equity coexist, or do they inevitably create misaligned incentives? Using recent examples like Venice and Grass, they explore why value capture has become one of the most important topics in the industry. The conversation also covers the current state of crypto markets, Hyperliquid and Synapse, Robinhood's on-chain ambitions, AI infrastructure, open-source models, and why the long-term AI investment thesis remains intact despite recent volatility. TIMESTAMPS 00:00:00 Intro & Market Outlook 00:09:17 Synapse, Options & Hyperliquid 00:20:10 Grass, Revenue & Token Economics 00:27:20 The Token vs Equity Debate 00:44:55 AI Infrastructure & The Next Trade 00:57:20 Why AI Is Still A Long-Term Bull Market 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Jose: https://x.com/ZeMariaMacedo ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II Watch here http://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer 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.

    Are Crypto Tokens Fundamentally Broken?
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Ratings & Reviews

5
out of 5
2 Ratings

About

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

Information

  • Creator
    Delphi Media
  • Years Active
    2023 - 2026
  • Episodes
    34
  • Rating
    Explicit
  • Copyright
    © 2026 The Hivemind
  • Show Website
    The Hivemind

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