The Hivemind
Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.
The Hivemind
Latest Episodes
Alt Season is Already Here
This week on Hivemind, the team breaks down the growing altcoin rally, why risk appetite is returning on-chain, and whether the current market can keep running without Bitcoin making a major move higher.They discuss the continued strength i...
The Move No One Was Positioned For
This week on The Hivemind, the team breaks down why the latest rally may have real legs, how sidelined positioning and exhausted sellers helped fuel the move, and why the return of the debasement trade could mark a meaningful change in market r...
Everyone is Sleeping on the Next On-Chain Boom
This week on the Hivemind, the team debates whether the market is on the cusp of a new on-chain boom or whether the lack of a major wealth-creation event in Bitcoin, ETH, or SOL will keep the upside limited.They break down the green sho...
The AI Apocalypse: Is Crypto Ready for a Comeback?
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 di...
