The Hivemind

Delphi Media
  • 5.0(2개의 평가)
  • 비즈니스
  • 매일 업데이트

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

  1. 4월 23일

    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

    1시간 8분
  2. Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M

    4월 9일

    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

    1시간 8분
  3. 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

    1분
  4. 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.

    1시간 11분
  5. A Game of Inches: Market Gets Behind Trump

    2024. 07. 18.

    A Game of Inches: Market Gets Behind Trump

    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.

    55분
  6. Crypto Crossroads: ETFs, Politics, and Prediction Markets

    2024. 07. 03.

    Crypto Crossroads: ETFs, Politics, and Prediction Markets

    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 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.

    55분
  7. Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more?

    2024. 06. 27.

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

    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 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.

    57분
  8. The Great L0 Sybil Hunt, Robinhood's Meme Season and Is TON the next hot L1?

    2024. 06. 15.

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

    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 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.

    59분
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Delphi Digital's brightest minds - Jose, Yan, Ceteris and Kevin - banter about the biggest topics in crypto.

정보

  • 제작진
    Delphi Media
  • 방송 연도
    2023년 - 2026년
  • 에피소드
    22
  • 등급
    무삭제판
  • 저작권
    © 2026 The Hivemind
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    The Hivemind

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