The Hivemind
Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.
Episodes
31 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...
Are Crypto Tokens Fundamentally Broken?
This week on Hivemind, the team debates one of the biggest structural questions in crypto: can tokens and equity coexist, or do they inevitably create misaligned incentives? Using recent examples like Venice and Grass, they explore why value ca...
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...
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 outpe...
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 col...
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 ag...
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 int...
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 ...
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/podc...
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...
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...
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 o...
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 als...
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 deba...
[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 a...
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 coin...
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 ...
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 tradi...
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 fo...
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 So...
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 recommen...
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 recommendati...
