The Hivemind
Delphi Digital's brightest minds - Jose, Yan, Ceteris and Kevin - banter about the biggest topics in crypto.
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Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M
<p>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 more</p><p><br /></p><p>Timestamps: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 </p><p>Link to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: https://x.com/ceterispar1bus Follow Jason: https://x.com/3xliquidated Follow Yan: https...
The Hivemind Announcement: Transitioning to Blockwork's Empire
<p>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!</p> <p><br /></p> <p>Empire's Apple Feed: https://podcasts.apple.com/us/podcast/empire/id1554930038</p> <p>Empire's Spotify Feed: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq</p> <p><br /></p> <p>José's Twitter: https://x.com/zemariamacedo</p> <p>Duncan's Twitter: https://x.com/floodcapital</p> <p>Yan's Twitter: https://x.com/YanLiberman</p> <p>Ceteris' Twitter: https://x.com/ceterispar1bus</p>
ETH ETFs go Live, COMP Attacked & Cosmos Drama
<p>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 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...
A Game of Inches: Market Gets Behind Trump
<p>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 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...
Crypto Crossroads: ETFs, Politics, and Prediction Markets
<p>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 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...
Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more?
<p>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 future performance of Solana and Ethereum and the importance of investing in investable assets in the crypto space. The conversation revolves around the potential of TON and its comparison to other cryptocurrencies...
The Great L0 Sybil Hunt, Robinhood's Meme Season and Is TON the next hot L1?
<p>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 Solana. Finally, they discuss the potential of Telegram's Ton platform and its distribution advantage. The hosts discuss various topics including the security of messaging apps like Telegram and Signal...
[30th May Episode] ETH ETF Reaction - Bullish or Bearish?
<p>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 Athena and Lido are mentioned as potential beneficiaries of the ETH ETF. The conversation concludes with a discussion on the potential revitalization of Ethereum altcoins and DeFi as a result of the ETF approval. The conversation covers...
Memecoins Leaking Millions/day in Fees, Privacy, MEV & SocialFi
<p>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 conversation, the hosts discuss the recent developments in the crypto space, including the Tornado Cash developer's concerns about increasing regulations in Europe and the Medboost exploit. They also touch on the topics of crypto social platforms like Friend Tech and Fantasy...
EIGEN, Are VCs Evil, and Is It All Over?
<p>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 discussion about points and their role in token distribution. The hosts debate the advantages and disadvantages of points and their potential impact on the industry. They also touch on the role of VCs and the perception of entitlement in the space. The...
