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

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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.