Podcast
The Hivemind
Hosted by Delphi Media · EN
Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.
11episodes
Episodes
Newest firstAll episodes
Is the AI Bubble About to Pop?
2w ago01:14:59Tap to summarizeIs 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.TIMESTAMPS00:00:00 Introduction & Market Outlook00:05:00 OpenAI, Anthropic & Enterprise AI Spending00:08:53 Open Source vs Frontier Models00:24:41 Are We In An AI Bubble?00:35:17 SpaceX IPO & Equity Issuance00:38:13 AI Regulation & Political Risk00:53:36 Hyperliquid & HYPE01:04:14 Zcash & The Private Bitcoin Thesis01:13:16 Final ThoughtsLink to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: https://x.com/ceterispar1bus Follow Jason: https://x.com/3xliquidated Follow Tommy: https://x.com/Shaughnessy119Follow Jose: https://x.com/ZeMariaMacedoFollow Kevin: https://x.com/Kevin_Kelly_II
Transcribe →Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC
Jun 401:23:45Tap to summarizeBitcoin 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 Structure00:12:28 Why Crypto Is Finally Detaching From Bitcoin00:19:06 The New Altcoin Market & Capital Rotation00:22:35 Why HYPE's Outperformance Matters00:26:22 Zcash, Value Investing & Crypto Fundamentals00:31:57 Hyperliquid, Lighter & Crypto's First Compounders00:33:47 Can Crypto Thrive While Bitcoin Stagnates?00:38:32 Why Retail Left Crypto For AI & Stocks00:40:46 BlackBerry, Equities & Staying In Your Circle Of Competence00:47:54 Lighter Deep Dive00:53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds00:55:03 Polymarket's UMA Problem01:07:09 Ethena x Coinbase Explained01:16:43 Bitcoin To $49K? Jason's Bear Case01:19:43 Can HYPE Keep Going Higher?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 Flip: https://x.com/trevor_flipperFollow Kevin: https://x.com/Kevin_Kelly_II
Transcribe →The End of the L1 Premium? | Hype, Venice & The Future of Crypto
May 2101:14:10Tap to summarizeCrypto 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 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 – Why crypto has become a stock picker’s market05:00 – Venice AI (VVV), AI tokens & crypto business models17:00 – ETH, SOL & the collapse of the L1 premium thesis24:00 – Why Hyperliquid changed the crypto investment landscape33:00 – Crypto capital formation vs traditional equity markets39:00 – Defense tech, drones & the future of warfare51:00 – Advice for young investors entering markets today1:04:00 – Robotics, Figure AI & the next major investment wave1:12:00 – Bitcoin, macro tailwinds & long-term positioningLink 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
Transcribe →AI Agents, Zcash Mania & Crypto’s Ownership Crisis
May 701:08:03Tap to summarizeMarkets 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 Pump’s buyback changes, Strategy’s latest BTC playbook, and why AI-native workflows could completely disrupt traditional SaaS.Timestamps:00:00 – Markets rip higher as geopolitical fears fade02:20 – Strategy, STRC dynamics & Michael Saylor’s BTC comments09:50 – Zcash breakout, privacy narratives & alt rotation15:40 – Venice AI (VVV) and the AI x crypto trade23:00 – Cursor’s rumored $60B acquisition & AI business models30:30 – AI agents replacing traditional software workflows40:30 – Why SaaS companies may be vulnerable in an agent-first world41:30 – The Houdini controversy & crypto token holder rights52:00 – Pump’s buyback changes, burns & token economics debate1:03:00 – What’s next for Pump, meme coin markets & crypto productsLink 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
Transcribe →Bitcoin’s Rally, DeFi Risk, and the Next AI Trade
Apr 2301:07:50Tap to summarizeMarkets 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 OutroLink 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
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Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M
Apr 901:07:42Tap to summarizeThis 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 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
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The Hivemind Announcement: Transitioning to Blockwork's Empire
Oct 16, 202400:00:38Tap to summarizeAnnouncing 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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ETH ETFs go Live, COMP Attacked & Cosmos Drama
Jul 31, 202401:11:25Tap to summarizeIn 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.
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A Game of Inches: Market Gets Behind Trump
Jul 18, 202400:54:54Tap to summarizeThe 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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Crypto Crossroads: ETFs, Politics, and Prediction Markets
Jul 3, 202400:55:01Tap to summarizeIn 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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