Afleveringen
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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: â https://x.com/ceterispar1busâ
Follow Jason: â https://x.com/3xliquidatedâ
Follow Tommy: https://x.com/Shaughnessy119
Follow Jose: https://x.com/ZeMariaMacedo
Follow Kevin: https://x.com/Kevin_Kelly_II
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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.
TIMESTAMPS00:00:00 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_DigitalFollow Ceteris: â https://x.com/ceterispar1busâ
Follow Jason: â https://x.com/3xliquidatedâ
Follow Yan: https://x.com/YanLiberman
Follow Flip: https://x.com/trevor_flipper
Follow Kevin: https://x.com/Kevin_Kelly_II
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Zijn er afleveringen die ontbreken?
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Crypto is becoming a stock pickerâs market and the biggest winners may not even look like traditional crypto anymore.
This week on The Hivemind, the team breaks down Hyperliquidâs continued dominance, Venice AIâs 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 â Why crypto has become a stock pickerâs market
05:00 â Venice AI (VVV), AI tokens & crypto business models
17:00 â ETH, SOL & the collapse of the L1 premium thesis
24:00 â Why Hyperliquid changed the crypto investment landscape
33:00 â Crypto capital formation vs traditional equity markets
39:00 â Defense tech, drones & the future of warfare
51:00 â Advice for young investors entering markets today
1:04:00 â Robotics, Figure AI & the next major investment wave
1:12:00 â Bitcoin, macro tailwinds & long-term positioning
Link to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: â https://x.com/ceterispar1busâ
Follow Jason: â https://x.com/3xliquidatedâ
Follow Yan: https://x.com/YanLiberman
Follow Jose: https://x.com/ZeMariaMacedo
Follow Kevin: https://x.com/Kevin_Kelly_II
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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, Zcashâs explosive move, the rise of AI agent infrastructure, Cursorâs rumored $60B acquisition, and the growing tension between equity and token holders after the Houdini controversy. They also dive into Pumpâs buyback changes, Strategyâs latest BTC playbook, and why AI-native workflows could completely disrupt traditional SaaS.
Timestamps:
00:00 â Markets rip higher as geopolitical fears fade
02:20 â Strategy, STRC dynamics & Michael Saylorâs BTC comments
09:50 â Zcash breakout, privacy narratives & alt rotation
15:40 â Venice AI (VVV) and the AI x crypto trade
23:00 â Cursorâs rumored $60B acquisition & AI business models
30:30 â AI agents replacing traditional software workflows
40:30 â Why SaaS companies may be vulnerable in an agent-first world
41:30 â The Houdini controversy & crypto token holder rights
52:00 â Pumpâs buyback changes, burns & token economics debate
1:03:00 â Whatâs next for Pump, meme coin markets & crypto products
Link to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: â https://x.com/ceterispar1busâ
Follow Jason: â https://x.com/3xliquidatedâ
Follow Yan: https://x.com/YanLiberman
Follow Jose: https://x.com/ZeMariaMacedo
Follow Kevin: https://x.com/Kevin_Kelly_II
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Markets are ripping again but is the rally actually sustainable? This week, the team breaks down Bitcoinâs move toward $80K, the fallout from the massive Aave/KelpDAO exploit, and whether DeFiâs 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 OutroLink to our Youtube: https://www.youtube.com/@Delphi_Digital
Follow Ceteris: â https://x.com/ceterispar1busâ
Follow Jason: â https://x.com/3xliquidatedâ
Follow Yan: https://x.com/YanLiberman
Follow Jose: https://x.com/ZeMariaMacedo
Follow Kevin: https://x.com/Kevin_Kelly_II
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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: â https://x.com/ceterispar1busâ Follow Jason: â https://x.com/3xliquidatedâ Follow Yan: https://x.com/YanLibermanFollow Jose: https://x.com/ZeMariaMacedoFollow Kevin: https://x.com/Kevin_Kelly_II
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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
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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.Chapters00:00 Introduction and Discussion on ETH ETF10:09 Governance Attack on Compound21:41 Challenges Faced by the Cosmos Ecosystem30:24 Exploring App-Specific Rollups and the Initial Ecosystem36:34 The Rise of Meme Coins38:27 The Cult-Like Following of NFT Collections39:22 NFTs vs. Memes: Tech and Value46:59 Banana Listing on Binance50:43 The Potential and Challenges of Solana55:55 Gaming as a Gateway to Crypto Adoption01:00:19 Incentivizing Behaviors through Tokens01:09:59 The Future of Crypto and InnovationDisclosuresThis 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 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.
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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.
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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.
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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.
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The conversation revolves around the approval of the ETH ETF and its potential impact on the crypto market. There is a discussion on the bullishness of the ETH ETF for the broader crypto ecosystem, particularly for Ethereum and Ethereum-based altcoins. The conversation also touches on the performance of ETH after the ETF approval and the ambiguity surrounding its launch. Specific altcoins like Athena and Lido are mentioned as potential beneficiaries of the ETH ETF. The conversation concludes with a discussion on the potential revitalization of Ethereum altcoins and DeFi as a result of the ETF approval. The conversation covers various topics including the potential impact of cannibalization on the bullishness of Ethereum (ETH) and altcoins, the role of memes in the market, the potential rotation back to ETH NFTs, and the opportunities in on-chain projects. The conversation also touches on the political landscape and its impact on the crypto industry, with a focus on the bullishness of the regulatory shift under the Biden administration. The discussion concludes with a brief mention of the low float/high FTV controversy and a comment on the changing stance of Michael Saylor on the ETF.
Chapters
00:00 Introduction and Context Setting
01:25 The Bullish Impact of the ETH ETF
10:14 Potential Beneficiaries: Athena and Lido
13:38 Revitalization of Ethereum Altcoins and DeFi
29:21 Cannibalization and its Impact on Bullishness
30:18 The Role of Memes in the Market
31:16 The Potential Rotation Back to Ethereum NFTs
35:04 The Impact of Exchanges on Launches
37:21 The Bullish Regulatory Shift Under the Biden Administration
45:51 The Political Landscape and its Impact on the Crypto Industry
54:35 Michael Saylor's Changing Stance on the ETF
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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In this conversation, the hosts discuss various topics related to the cryptocurrency market. They touch on market conditions, regulatory developments, the impact of institutional investors, the performance of altcoins, and the rise of meme coins. They also discuss the legal implications for developers of privacy-focused tools and the erosion of privacy rights in the crypto space. In this conversation, the hosts discuss the recent developments in the crypto space, including the Tornado Cash developer's concerns about increasing regulations in Europe and the Medboost exploit. They also touch on the topics of crypto social platforms like Friend Tech and Fantasy Top, as well as the FTX bankruptcy and the exorbitant fees paid to lawyers. The conversation highlights the need for decentralized governance and more efficient legal processes in the crypto industry.
Chapters
00:00 Introduction
00:42 Market Conditions and Regulatory Developments
10:38 The Rise of Meme Coins
25:28 Erosion of Privacy Rights in the Crypto Space
33:21 Crypto Regulations and Concerns
34:18 The Medboost Exploit
43:22 Crypto Social Platforms
52:20 The FTX Bankruptcy
01:03:23 The Need for Decentralized Governance
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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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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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
DisclosuresThis 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 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.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 annualCode: PODCASTPRO Direct Link: https://delphi.link/podcastpro20% off Delphi PRO+ annualCode: PODCASTTEAMSDirect Link: https://delphi.link/podcastteamsFollow Delphi DigitalWebsite: https://members.delphidigital.ioTwitter / X : https://x.com/delphi_digital
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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 - Introduction01:03 - ETF Flows05:55 - Long-Term Outlook07:20 - ETF Approval08:20 - Buyers of Bitcoin09:47 - Investor Conviction13:07 - ETF Rejection14:35 - ETH ETF and Maker Endgame22:31 - 4844 and Base Rollups29:35 - Drip and Solana L2s34:18 - Scalable Rollups35:10 - Memes and Meme Dilution50:35 - Discussion on Athena01:05:26 - Impact of Higher Rates on DeFi01:10:41 - Closing RemarksDisclosures: 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 annualCode: PODCASTPRO Direct Link: https://delphi.link/podcastpro20% off Delphi PRO+ annualCode: PODCASTTEAMSDirect Link: https://delphi.link/podcastteamsFollow Delphi DigitalWebsite: https://members.delphidigital.ioTwitter / X : https://x.com/delphi_digital
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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 -
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 - Laat meer zien
