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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

197,399 görüntüleme • 11 gün önce

Delphi Markets Analyst that1618guy explains the revenue durability thesis that made him bullish on Pons. “The bet became: will Pons be able to sustain $40K to $60K a day in revenue? My answer was yes... That thesis played out. Pons' revenue grew from $60K a day to $150K a day.”

Delphi Markets Analyst that1618guy explains the revenue durability thesis that made him bullish on Pons. “The bet became: will Pons be able to sustain $40K to $60K a day in revenue? My answer was yes... That thesis played out. Pons' revenue grew from $60K a day to $150K a day.”

53,400 görüntüleme • 3 gün önce

Jason explains what a healthy Bitcoin rally looks like. “You’d want to see Bitcoin hold its gains. You’d want to see spot buying. You wouldn’t want to see huge amounts of OI ramping up... That’s generally what we’ve seen in Bitcoin over the last week or two.”

Jason explains what a healthy Bitcoin rally looks like. “You’d want to see Bitcoin hold its gains. You’d want to see spot buying. You wouldn’t want to see huge amounts of OI ramping up... That’s generally what we’ve seen in Bitcoin over the last week or two.”

39,286 görüntüleme • 2 gün önce

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

241,898 görüntüleme • 25 gün önce

Jason explains how Kinetiq could help spark a Hyperliquid alt season. “Kinetiq going after a problem everybody in Hyperliquid wants solved is a really good sign. If they succeed, it builds out the plumbing that allows people to speculate and do things on HyperEVM in a way that hasn’t been available."

Jason explains how Kinetiq could help spark a Hyperliquid alt season. “Kinetiq going after a problem everybody in Hyperliquid wants solved is a really good sign. If they succeed, it builds out the plumbing that allows people to speculate and do things on HyperEVM in a way that hasn’t been available."

50,868 görüntüleme • 5 gün önce

Ceteris explains why NFTs could make a comeback. “If this is the debasement trade, what can go up a lot with no fundamental value? NFTs. There has been a little resurgence in NFTs so we’ll see.”

Ceteris explains why NFTs could make a comeback. “If this is the debasement trade, what can go up a lot with no fundamental value? NFTs. There has been a little resurgence in NFTs so we’ll see.”

37,780 görüntüleme • 4 gün önce

Delphi AI Researcher Accelxr 👾 discusses how China’s AI talent is returning home. “Talent flow has always been America’s advantage. We import talent and they’re more likely to stay. But we’re starting to see signs of reversal.”

Delphi AI Researcher Accelxr 👾 discusses how China’s AI talent is returning home. “Talent flow has always been America’s advantage. We import talent and they’re more likely to stay. But we’re starting to see signs of reversal.”

47,442 görüntüleme • 5 gün önce

Delphi AI researcher Accelxr 👾 explains why China’s AI progress is more than just distillation. “Distillation can explain a large chunk of the capability and benchmark side, but it can’t explain a lot of the things they’ve shipped... The research is quite impressive.”

Delphi AI researcher Accelxr 👾 explains why China’s AI progress is more than just distillation. “Distillation can explain a large chunk of the capability and benchmark side, but it can’t explain a lot of the things they’ve shipped... The research is quite impressive.”

37,018 görüntüleme • 4 gün önce

Scott explains why he doesn’t think further Fed hikes are justified. “We think we’re past global peak inflationary impulses, and so we think we would fade this hawkish rhetoric coming from the Fed. Our models say hikes are not justified right now.”

Scott explains why he doesn’t think further Fed hikes are justified. “We think we’re past global peak inflationary impulses, and so we think we would fade this hawkish rhetoric coming from the Fed. Our models say hikes are not justified right now.”

27,453 görüntüleme • 3 gün önce

Jason explains why ETF flows are an important test of whether the crypto rally has real buyers behind it. “I just want to see what the follow-through is with respect to actual buyers and if they’re also buying that story. ETFs are a great example of it.”

Jason explains why ETF flows are an important test of whether the crypto rally has real buyers behind it. “I just want to see what the follow-through is with respect to actual buyers and if they’re also buying that story. ETFs are a great example of it.”

43,000 görüntüleme • 6 gün önce

Yan explains why Robinhood Chain’s staying power may depend on a new generation of traders. “A few of the long-term conviction guys make life changing money, but most of them round trip it. The counter is that they were washed out so long ago that there’s now a new batch.”

Yan explains why Robinhood Chain’s staying power may depend on a new generation of traders. “A few of the long-term conviction guys make life changing money, but most of them round trip it. The counter is that they were washed out so long ago that there’s now a new batch.”

44,727 görüntüleme • 7 gün önce

Kevin explains why revenue can become a valuation trap for crypto protocols. “If those revenues aren’t large, you have to hit a certain threshold where the market actually starts to appreciate it. If you don’t reach that, you’re in this no man’s land.”

Kevin explains why revenue can become a valuation trap for crypto protocols. “If those revenues aren’t large, you have to hit a certain threshold where the market actually starts to appreciate it. If you don’t reach that, you’re in this no man’s land.”

47,946 görüntüleme • 8 gün önce

Yan explains why being early isn’t enough for a non-consensus trade. “It’s important to have some form of invalidation that you follow. Otherwise, you do get stuck buying something that no one else ever will.”

Yan explains why being early isn’t enough for a non-consensus trade. “It’s important to have some form of invalidation that you follow. Otherwise, you do get stuck buying something that no one else ever will.”

50,123 görüntüleme • 9 gün önce

Managing Partner at Compound Michael Dempsey explains why being early can still mean missing the market. “We were early both in terms of how customers think about integrating robots around humans and on actual performance scaling... At times, things go from totally dead to super hot.”

Managing Partner at Compound Michael Dempsey explains why being early can still mean missing the market. “We were early both in terms of how customers think about integrating robots around humans and on actual performance scaling... At times, things go from totally dead to super hot.”

34,097 görüntüleme • 6 gün önce

Jason explains why buybacks have been central to HYPE’s success. “A huge amount of its success as a token, and the goodwill it’s built within crypto, is tied to the fact that they’ve put pretty much all of their revenue into buybacks. It’s effectively saying, ‘You own the protocol. You own the house.’”

Jason explains why buybacks have been central to HYPE’s success. “A huge amount of its success as a token, and the goodwill it’s built within crypto, is tied to the fact that they’ve put pretty much all of their revenue into buybacks. It’s effectively saying, ‘You own the protocol. You own the house.’”

37,590 görüntüleme • 7 gün önce

Managing Partner at Compound Michael Dempsey explains how understanding structural themes can reduce the need to pick individual winners. “In 2024, I made this basket that I called the ‘AI obvious basket.’ It was 30 names roughly equal weighted. It drastically outperformed and I haven’t changed it in two years.”

Managing Partner at Compound Michael Dempsey explains how understanding structural themes can reduce the need to pick individual winners. “In 2024, I made this basket that I called the ‘AI obvious basket.’ It was 30 names roughly equal weighted. It drastically outperformed and I haven’t changed it in two years.”

35,294 görüntüleme • 7 gün önce

Jason explains why HYPE’s strength is difficult to fade. “HYPE is trading at all-time highs relative to Bitcoin as Bitcoin transitions from a horrifically bearish 6-8 months to a bullish trend. I don’t want to fade that at all.”

Jason explains why HYPE’s strength is difficult to fade. “HYPE is trading at all-time highs relative to Bitcoin as Bitcoin transitions from a horrifically bearish 6-8 months to a bullish trend. I don’t want to fade that at all.”

42,794 görüntüleme • 10 gün önce

Kevin explains why Bitcoin’s debasement trade never went away. “With wars and fiscal deficits, all of that has only gotten worse this year. It just wasn’t something people talked about because AI dominated so much of the headlines.”

Kevin explains why Bitcoin’s debasement trade never went away. “With wars and fiscal deficits, all of that has only gotten worse this year. It just wasn’t something people talked about because AI dominated so much of the headlines.”

45,019 görüntüleme • 11 gün önce

Managing Partner at Compound Michael Dempsey explains why the human side of founders may matter more in the AI era. “I think it’s never been that the smartest founders are the best ones. I think you have had to be pretty smart, but I’m sure there are people smarter than some of these best founders.”

Managing Partner at Compound Michael Dempsey explains why the human side of founders may matter more in the AI era. “I think it’s never been that the smartest founders are the best ones. I think you have had to be pretty smart, but I’m sure there are people smarter than some of these best founders.”

37,205 görüntüleme • 12 gün önce

Kevin explains how Hyperliquid can benefit from the AI trade. “If Hyperliquid is able to build out a robust spot market for those assets, and then you can trade perps on top of that... HYPE itself can be a massive beneficiary.”

Kevin explains how Hyperliquid can benefit from the AI trade. “If Hyperliquid is able to build out a robust spot market for those assets, and then you can trade perps on top of that... HYPE itself can be a massive beneficiary.”

56,498 görüntüleme • 23 gün önce