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The Hivemind: Daily Summaries Delivered
by Delphi Digital
Delphi Digital's brightest minds - Jose, Yan, Ceteris, and Duncan - banter about the biggest topics in crypto.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago1h 15m
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 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 infrastruct...
- 2 weeks ago58 min
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 capture has become one of the most important topics in the industry. The conversation also covers the current state of crypto markets, Hyperliquid and Synapse, Robinhood's on-chain ambitions, AI infrastructure, open-source models, and why the long-term A...
- Jun 18, 20261h 14m
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 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 s...
- Jun 4, 20261h 23m
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 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. TIMESTAMPS 00:00:00 Introduction & Is Bitcoin Cooked? 00:05:44 Saylo...
- May 21, 20261h 14m
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 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 enteri...
- May 7, 20261h 8m
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 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 comple...
- Apr 23, 20261h 7m
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 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...
- Apr 9, 20261h 7m
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 more 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 Link to our Youtube: https://www.y...
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About The Hivemind
Delphi Digital's brightest minds - Jose, Yan, Ceteris, and Duncan - banter about the biggest topics in crypto.
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