About this podcast
Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.
Episodes
The newest 20 of 35 episodes
- Hacking Just Got 1000x Cheaper · 1 h 12 minWhat happens when a cyber attack costs a thousandth of what it used to? Kevin, Jason, José, Yan and Ceteris are joined by Jake Sylvestre, founder of Hypercall, the options…
- The Worst Is Behind Us · 1 h 22 minIs the bottom in for crypto? Kevin, Jason, José, Yan and Ceteris break down a market that just shook off weeks of selling, from the 10:30 AM seller who finally ran out of coins…
- Crypto's $150 Trillion Opportunity · 1 h 11 minWhat happens when crypto’s trading infrastructure opens up to $150 trillion in traditional assets? Ethena founder Guy Young joins Hivemind to explore the next phase of on-chain…
- Crypto Isn't The Frontier Anymore · 1 h 28 minIn this special in-person episode of Hivemind, Kevin joins Yan, Jose, Jason, and Ceteris to debate whether crypto is still the frontier or whether the biggest opportunities have…
- Alt Season is Already Here · 1 h 21 minThis 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…
- The Move No One Was Positioned For · 1 h 17 minThis 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…
- Everyone is Sleeping on the Next On-Chain Boom · 1 h 5 minThis 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…
- The AI Apocalypse: Is Crypto Ready for a Comeback? · 1 h 15 minThis 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…
- Are Crypto Tokens Fundamentally Broken? · 59 minThis 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?…
- Is the AI Bubble About to Pop? · 1 h 14 minIs 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…
- Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC · 1 h 23 minBitcoin 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…
- The End of the L1 Premium? | Hype, Venice & The Future of Crypto · 1 h 14 minCrypto 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…
- AI Agents, Zcash Mania & Crypto’s Ownership Crisis · 1 h 8 minMarkets 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…
- Bitcoin’s Rally, DeFi Risk, and the Next AI Trade · 1 h 7 minMarkets 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…
- Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M · 1 h 7 minThis 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…
- The Hivemind Announcement: Transitioning to Blockwork's Empire · 1 minAnnouncing 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…
- ETH ETFs go Live, COMP Attacked & Cosmos Drama · 1 h 11 minIn 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…
- A Game of Inches: Market Gets Behind Trump · 55 minThe conversation covers various topics including the Trump assassination attempt, support for Trump, the JD Vance appointment, the Bitcoin ETF, Galaxy Digital, and the dynamics…
- Crypto Crossroads: ETFs, Politics, and Prediction Markets · 55 minIn 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…
- Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more? · 57 minIn 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…
