The Hivemind
Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.
Episodes
Is the AI Bubble About to Pop?
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, Sp
Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC
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 fundamental
The End of the L1 Premium? | Hype, Venice & The Future of Crypto
Crypto is becoming a stock picker’s market and the biggest winners may not even look like traditional crypto anymore.This week on The Hivemind, the team breaks down Hyperliquid’s continued dominance, Venice AI’s 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 whe
AI Agents, Zcash Mania & Crypto’s Ownership Crisis
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, Zcash’s explosive move, the rise of AI agent infrastructure, Cursor’s rumored $60B acquisition, and the growing tension between equity and token holders after the Houdini controversy. They also dive into
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 +
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 moreTimestamps: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 In
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 Tw
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 ecosy
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
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 ref
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
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 Solan
[30th May Episode] ETH ETF Reaction - Bullish or Bearish?
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 Ath
Memecoins Leaking Millions/day in Fees, Privacy, MEV & SocialFi
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 conversat
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 discussio
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
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 agai
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
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
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 fi
Behind the Curve: The Hack, DeFi Governance, and the Future of AMMs
Jose, Yan, Duncan, and Ceteris chat about the Curve hack, trading around the hack, views on the future of CRV and veCRV governance, and comparing AMMs, CEXs, and order books.
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 opinion
ETF Aftermath: Jup's Launch, Points and the Degen Corner
Jose, Yan, Duncan and Ceteris discuss the aftermath of the Bitcoin ETF approval, Jupiter's token launch, the new point systems that protocols are adopting, and the introduction of the degen corner, where the hosts talk about their more degen picks and plays.
Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informati
Bitcoin ETF: What's next?
Jose, Yan, Duncan and Ceteris discuss the recent approval of the Bitcoin ETF and its impact on the cryptocurrency market. The conversation then shifts to the evaluation of different blockchain ecosystems, including Solana and Ethereum, and the importance of applications in driving adoption. We also discuss the fragmentation of attention in Ethereum's roll-up ecosystem and the need for new inn
Breakpoint: Solana's Rise, Celestia's Launch and the Future of Cosmos
Jose, Yan, Duncan and Ceteris discuss the Solana 2023 Breakpoint conference, talk about Solana's past and future, $TIA's launch and the future of the cosmos ecosystem.
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 opi
On-Chain Liquidity: Discussing AMMs's History and Future feat. @0xDefi
Jose, Yan, Duncan and Ceteris, joined by Matt at @0xdef1 discuss the past, present and future of AMMs and on-chain liquidity as well as giving their thoughts on the market going forward.
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 solel
Friend(.tech) or Foe: Coinbase's Base Chain's Uptake, EVM’s market share and Catalysts for the Market
Jose, Yan, Duncan and Ceteris discuss the craze of friend.tech, what it is, how it works and what it might bring to the table, as well as talk about Coinbase's new L2 and their views on ETFs, liquidity and the markets.
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 exp
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