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A research-driven firm dedicated to making crypto happen sooner and better than it would without us.

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A new episode of Hivemind is out now! This week the team discusses whether AI is a debt bubble, what quantum risk means for bitcoin, what’s next for the Hyperliquid ecosystem and more. Timestamps 00:00 Intro 00:44 Has Crypto Bottomed? 03:05 BTC’s Morning Seller Is Gone 04:32 Token Unlocks Into Year End 07:14 Do the Midterms Matter? 09:23 Is AI a Debt Bubble? 10:40 The Trillion AI Capex Math 15:53 Anthropic’s Revenue Is Exploding 19:10 The Reflexive AI Demand Risk 25:00 Why This Isn’t 2000 33:51 Crypto’s Goldilocks Case 36:01 Who Gets Satoshi’s Coins? 37:59 Quantum Fear Lifts ZEC and Pearl 41:49 Has Quantum Changed Your BTC Bet? 48:13 Two Big Themes for Next Year 50:12 Papertrade’s Token Problem 59:11 Kinetiq and the HyperEVM Bet 1:09:31 Why Hyperliquid Users Stay Loyal 1:12:30 PUMP vs FOMO 1:16:29 The Rise of Anti-Social Trading

A new episode of Hivemind is out now! This week the team discusses whether AI is a debt bubble, what quantum risk means for bitcoin, what’s next for the Hyperliquid ecosystem and more. Timestamps 00:00 Intro 00:44 Has Crypto Bottomed? 03:05 BTC’s Morning Seller Is Gone 04:32 Token Unlocks Into Year End 07:14 Do the Midterms Matter? 09:23 Is AI a Debt Bubble? 10:40 The Trillion AI Capex Math 15:53 Anthropic’s Revenue Is Exploding 19:10 The Reflexive AI Demand Risk 25:00 Why This Isn’t 2000 33:51 Crypto’s Goldilocks Case 36:01 Who Gets Satoshi’s Coins? 37:59 Quantum Fear Lifts ZEC and Pearl 41:49 Has Quantum Changed Your BTC Bet? 48:13 Two Big Themes for Next Year 50:12 Papertrade’s Token Problem 59:11 Kinetiq and the HyperEVM Bet 1:09:31 Why Hyperliquid Users Stay Loyal 1:12:30 PUMP vs FOMO 1:16:29 The Rise of Anti-Social Trading

38,699 просмотров • 2 дней назад

A new episode of Hivemind is out now! In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. Timestamps: 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next

A new episode of Hivemind is out now! In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. Timestamps: 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next

335,175 просмотров • 26 дней назад

A new episode of Hivemind is live! This week the team is joined by Ethena founder G | Ethena to explore the next phase of onchain finance and why RWA perps could overtake crypto perps. Timestamps: 00:00 Intro & Market Outlook 10:25 Introducing Ethena Founder Guy Young 12:55 Crypto's $150 Trillion Opportunity 23:55 DeFi Yields, Exchanges & the Perps Race 43:00 Pump & the Memecoin Economy 55:30 Onchain Options 59:05 Token Unlocks & Lessons From Building Ethena 1:09:30 What's Next for Stablecoins?

A new episode of Hivemind is live! This week the team is joined by Ethena founder G | Ethena to explore the next phase of onchain finance and why RWA perps could overtake crypto perps. Timestamps: 00:00 Intro & Market Outlook 10:25 Introducing Ethena Founder Guy Young 12:55 Crypto's $150 Trillion Opportunity 23:55 DeFi Yields, Exchanges & the Perps Race 43:00 Pump & the Memecoin Economy 55:30 Onchain Options 59:05 Token Unlocks & Lessons From Building Ethena 1:09:30 What's Next for Stablecoins?

170,129 просмотров • 17 дней назад

Introducing Delphi Media

Introducing Delphi Media

99,299 просмотров • 12 дней назад

Ethena founder G | Ethena explains why DEXs keep taking market share from centralized exchanges. “At a structural level, DEXs are just in a much more powerful position from the way that you can run your business and how efficiently you can do that versus a centralized exchange.”

Ethena founder G | Ethena explains why DEXs keep taking market share from centralized exchanges. “At a structural level, DEXs are just in a much more powerful position from the way that you can run your business and how efficiently you can do that versus a centralized exchange.”

20,188 просмотров • 4 дней назад

Grass Founder Andrej explains how AI flipped the hard part of search from engineering to data access. “Now the internet’s blocking everything. And if you want to become a new player in this space, you need the ability to go and actually extract that data without getting blocked.”

Grass Founder Andrej explains how AI flipped the hard part of search from engineering to data access. “Now the internet’s blocking everything. And if you want to become a new player in this space, you need the ability to go and actually extract that data without getting blocked.”

13,739 просмотров • 3 дней назад

Ethena founder G | Ethena on how almost every crypto market ends up as a duopoly. “You have the Tether and Circle, you got the Aave Morpho, you got the Hyperliquid Lighter. It always seems to be a pair, Uniswap, Aerodrome. But then when you go beyond that, there isn’t just anything that sort of comes close.”

Ethena founder G | Ethena on how almost every crypto market ends up as a duopoly. “You have the Tether and Circle, you got the Aave Morpho, you got the Hyperliquid Lighter. It always seems to be a pair, Uniswap, Aerodrome. But then when you go beyond that, there isn’t just anything that sort of comes close.”

52,810 просмотров • 13 дней назад

Delphi Market Analyst that1618guy explains why he isn’t pressing risk into the midterms. “I don’t see why people should be pressing risk right now. You had the chance to do it. If you missed it, then it pays to be patient, to wait for the pullback and then bid again.”

Delphi Market Analyst that1618guy explains why he isn’t pressing risk into the midterms. “I don’t see why people should be pressing risk right now. You had the chance to do it. If you missed it, then it pays to be patient, to wait for the pullback and then bid again.”

20,568 просмотров • 5 дней назад

A new episode of Hivemind is live! This week the team breaks down the growing altcoin rally, the rise of social trading, how tokenized stocks are creating an entirely new speculative playground, and more. Timestamps: 00:00:00 Intro 00:00:30 Bitcoin Flat, Alts Ripping 00:06:00 Is New Money Entering Crypto? 00:10:10 The Alt-Picker’s Market 00:13:20 Tokenized Stocks & the New On-Chain Meta 00:21:00 Can the On-Chain Mania Last? 00:43:15 ETH, HYPE & the Tokenization Trade 00:51:20 Taking Profits & Managing the Bull Market 01:07:30 What Could Kill the Rally? 01:16:30 VVV, OpenAI & Private Inference

A new episode of Hivemind is live! This week the team breaks down the growing altcoin rally, the rise of social trading, how tokenized stocks are creating an entirely new speculative playground, and more. Timestamps: 00:00:00 Intro 00:00:30 Bitcoin Flat, Alts Ripping 00:06:00 Is New Money Entering Crypto? 00:10:10 The Alt-Picker’s Market 00:13:20 Tokenized Stocks & the New On-Chain Meta 00:21:00 Can the On-Chain Mania Last? 00:43:15 ETH, HYPE & the Tokenization Trade 00:51:20 Taking Profits & Managing the Bull Market 01:07:30 What Could Kill the Rally? 01:16:30 VVV, OpenAI & Private Inference

165,033 просмотров • 1 месяц назад

A new episode of Hivemind is live! This week the team breaks down whether the latest crypto rally has staying power, which assets could lead, and why the return of the debasement trade may signal a shift in the market. Timestamps: 00:00 Intro 00:35 Is the Crypto Bull Market Back? 08:55 HYPE & the Next Alt Season 15:35 What Wins This Cycle? 21:05 Consensus Trades vs. Hidden Alpha 29:20 Zcash & the Next Rotation 52:20 NFTs & Robinhood Chain 01:04:35 Positioning for the Next Leg 01:12:30 The Debasement Trade Is Back

A new episode of Hivemind is live! This week the team breaks down whether the latest crypto rally has staying power, which assets could lead, and why the return of the debasement trade may signal a shift in the market. Timestamps: 00:00 Intro 00:35 Is the Crypto Bull Market Back? 08:55 HYPE & the Next Alt Season 15:35 What Wins This Cycle? 21:05 Consensus Trades vs. Hidden Alpha 29:20 Zcash & the Next Rotation 52:20 NFTs & Robinhood Chain 01:04:35 Positioning for the Next Leg 01:12:30 The Debasement Trade Is Back

200,203 просмотров • 1 месяц назад

A new episode of Hivemind is live! This week, the team discusses whether renewed onchain activity can fuel a broader rally, why small and mid caps may offer better opportunities than the majors, and the competition between crypto and AI for speculative capital. Timestamps: 00:00:50 Is Onchain Finally Coming Back? 00:09:05 Who Buys Bitcoin Next? 00:21:55 Where Does Crypto Value Accrue? 00:28:45 Majors vs. Small Caps 00:35:30 Crypto vs. AI 00:47:05 RWAs, HYPE & Tokenized Stocks 00:55:55 The FWA Experiment

A new episode of Hivemind is live! This week, the team discusses whether renewed onchain activity can fuel a broader rally, why small and mid caps may offer better opportunities than the majors, and the competition between crypto and AI for speculative capital. Timestamps: 00:00:50 Is Onchain Finally Coming Back? 00:09:05 Who Buys Bitcoin Next? 00:21:55 Where Does Crypto Value Accrue? 00:28:45 Majors vs. Small Caps 00:35:30 Crypto vs. AI 00:47:05 RWAs, HYPE & Tokenized Stocks 00:55:55 The FWA Experiment

246,542 просмотров • 2 месяцев назад

Grass founder Andrej explains how AI labs price training data. “We’ve got a specific benchmark that we want to improve a model on. What is the expected economic benefit of making the model better on that benchmark?”

Grass founder Andrej explains how AI labs price training data. “We’ve got a specific benchmark that we want to improve a model on. What is the expected economic benefit of making the model better on that benchmark?”

13,337 просмотров • 3 дней назад

$Yan argues onchain options still have large potential to grow. "You don't even need to make a bet that it's going to flip perps by any means. I think right now it's just absolutely zero or near zero. And so you just assume growing even a 10X from here is still a fraction of perps volume."$

Yan argues onchain options still have large potential to grow. "You don't even need to make a bet that it's going to flip perps by any means. I think right now it's just absolutely zero or near zero. And so you just assume growing even a 10X from here is still a fraction of perps volume."

59,162 просмотров • 26 дней назад

José describes the only kinds of assets he wants to own right now. "I don't really want to own anything that doesn't have an AI tailwind or is a hedge asset, like defense and gold and crypto."

José describes the only kinds of assets he wants to own right now. "I don't really want to own anything that doesn't have an AI tailwind or is a hedge asset, like defense and gold and crypto."

50,032 просмотров • 22 дней назад

José argues crypto has shifted from experimentation to scaling what works. "There's like some clear things that work, perps work, stablecoins work... And I think it's a pretty sure bet that those continue to compound over the next decade."

José argues crypto has shifted from experimentation to scaling what works. "There's like some clear things that work, perps work, stablecoins work... And I think it's a pretty sure bet that those continue to compound over the next decade."

55,272 просмотров • 25 дней назад

Kevin explains how AI could undercut the debasement trade. "If AGI and agents and robotics wind up being the thing that helps these governments... it's a bearish case for Bitcoin longer term, because that's the only option right now for these governments to outgrow that massive debt spending."

Kevin explains how AI could undercut the debasement trade. "If AGI and agents and robotics wind up being the thing that helps these governments... it's a bearish case for Bitcoin longer term, because that's the only option right now for these governments to outgrow that massive debt spending."

44,964 просмотров • 20 дней назад

Yan discusses why Frontier AI labs may want to slow development. "If you were ahead and you thought you could stay ahead, you would not be pushing for that."

Yan discusses why Frontier AI labs may want to slow development. "If you were ahead and you thought you could stay ahead, you would not be pushing for that."

41,208 просмотров • 20 дней назад

Ethena founder G | Ethena expects RWA perps to overtake crypto perps within two years. “I think that that number like fully flips the crypto perps in the next 24 months.”

Ethena founder G | Ethena expects RWA perps to overtake crypto perps within two years. “I think that that number like fully flips the crypto perps in the next 24 months.”

32,740 просмотров • 16 дней назад

Ethena founder G | Ethena explains the disconnect between crypto adoption and asset prices. "In some sense, you got everything that you ever asked for. But the prices of the assets that you owned didn't reflect your thesis being correct."

Ethena founder G | Ethena explains the disconnect between crypto adoption and asset prices. "In some sense, you got everything that you ever asked for. But the prices of the assets that you owned didn't reflect your thesis being correct."

33,756 просмотров • 17 дней назад

Yan explains what finally changed for onchain options. "The issues historically were just design... Now you're seeing an attempt through a design that mirrors centralized equivalents."

Yan explains what finally changed for onchain options. "The issues historically were just design... Now you're seeing an attempt through a design that mirrors centralized equivalents."

38,457 просмотров • 22 дней назад