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Recent episodes
Is the AI Bubble About to Pop?
Jun 18, 2026
1h 14m 59s
Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC
Jun 4, 2026
1h 23m 45s
The End of the L1 Premium? | Hype, Venice & The Future of Crypto
May 21, 2026
1h 14m 10s
AI Agents, Zcash Mania & Crypto’s Ownership Crisis
May 7, 2026
1h 08m 03s
Bitcoin’s Rally, DeFi Risk, and the Next AI Trade
Apr 23, 2026
1h 07m 50s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | 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... | 1h 14m 59s | ||||||
| 6/4/26 | Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC✨ | BitcoinCrypto Market+4 | — | BitcoinAI+6 | — | BitcoinCrypto+8 | — | 1h 23m 45s | |
| 5/21/26 | The End of the L1 Premium? | Hype, Venice & The Future of Crypto✨ | cryptoAI+5 | — | HyperliquidVenice AI+1 | — | cryptoHyperliquid+6 | — | 1h 14m 10s | |
| 5/7/26 | AI Agents, Zcash Mania & Crypto’s Ownership Crisis✨ | AIcryptocurrency+4 | — | ZcashDelphi Media+3 | — | AI agentsZcash+5 | — | 1h 08m 03s | |
| 4/23/26 | Bitcoin’s Rally, DeFi Risk, and the Next AI Trade✨ | BitcoinDeFi+3 | — | BitcoinUSDAI+2 | — | BitcoinDeFi+5 | — | 1h 07m 50s | |
| 4/9/26 |  Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M✨ | Iran ceasefireAI bubble+5 | — | DriftPolymarkets | Iran | IranAI bubble+6 | — | 1h 07m 42s | |
| 10/16/24 |  The Hivemind Announcement: Transitioning to Blockwork's Empire✨ | podcast transitionBlockworks+3 | — | Blockworks | — | HivemindBlockworks+3 | — | 0m 38s | |
| 7/31/24 |  ETH ETFs go Live, COMP Attacked & Cosmos Drama✨ | ETH ETFCompound governance attack+3 | — | ETH ETFCompound+1 | — | ETH ETFCompound+5 | — | 1h 11m 25s | |
| 7/18/24 |  A Game of Inches: Market Gets Behind Trump✨ | TrumpBitcoin ETF+5 | — | Bitcoin ETFGalaxy Digital+2 | — | TrumpJD Vance+6 | — | 54m 54s | |
| 7/3/24 |  Crypto Crossroads: ETFs, Politics, and Prediction Markets✨ | ETH ETFmarket impact+3 | — | ETH ETFstablecoin+2 | — | ETH ETFBlackRock+3 | — | 55m 01s | |
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| 6/27/24 |  Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more?✨ | Ethereum ETFSolana ETF+3 | — | SolanaEthereum+3 | — | ETH ETFSolana ETF+3 | — | 57m 14s | |
| 6/15/24 |  The Great L0 Sybil Hunt, Robinhood's Meme Season and Is TON the next hot L1?✨ | airdrop fairnessEthereum vs Solana+3 | — | ZK Sync AirdropLayer Zero Airdrop+4 | — | ZK SyncLayer Zero+5 | — | 58m 44s | |
| 6/13/24 | ![[30th May Episode] ETH ETF Reaction - Bullish or Bearish? episode artwork](https://storage.buzzsprout.com/4j025aa2kslnq14ba3l5sl19w8pb?.jpg) [30th May Episode] ETH ETF Reaction - Bullish or Bearish?✨ | ETH ETFcrypto market+3 | — | ETH ETFEthereum+2 | — | ETH ETFcrypto market+6 | — | 56m 38s | |
| 5/17/24 |  Memecoins Leaking Millions/day in Fees, Privacy, MEV & SocialFi✨ | cryptocurrencymarket conditions+5 | — | Tornado Cash | — | cryptocurrencymeme coins+5 | — | 1h 04m 58s | |
| 5/2/24 |  EIGEN, Are VCs Evil, and Is It All Over? | 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 disadvan... | 1h 03m 21s | ||||||
| 4/18/24 |  This Time is Different? Dispersion in Alts and New Halving Narratives | The conversation discusses the recent market volatility and the dispersion effect in the cryptocurrency market. The hosts speculate on whether the recent market drop is the low point or if it will go lower. They also discuss the impact of traditional markets on the crypto market and the role of ETF flows. The conversation then shifts to the Bitcoin ecosystem and the potential for Bitcoin to become an L2 for other cryptocurrencies. They explore the idea of bridging between Bitcoin and other ch... | 54m 54s | ||||||
| 4/4/24 |  The Return of ICO’s, ETH’s Issuance Tinkering & DeFi Drama | The conversation revolves around two main themes: investment clubs and ETH issuance. The discussion on investment clubs focuses on the adverse selection problem and the potential benefits and drawbacks of using platforms like Echo and Legion for fundraising and community building. The conversation on ETH issuance explores the proposal to change the ETH issuance curve and the arguments for and against it. The participants also touch on the challenges faced by larger funds in the crypto space a... | 1h 01m 06s | ||||||
| 3/22/24 |  Delphi's Hivemind: ETFs, 4844, Solana L2s & Ethena | This episode covers topics such as ETF flows, GBTC selling, the long-term outlook for Bitcoin, the potential approval of an ETF, the buyers of Bitcoin, the conviction of investors, the timing of ETF approval, 4844 and base rollups, Drip and Solana L2s, and scalable rollups. In this conversation, the hosts discuss memes and meme dilution in the cryptocurrency market. They talk about the rapid rise of new memes and the potential challenges of investing in them. They also discuss the Athena pro... | 1h 11m 12s | ||||||
| 3/7/24 |  ETF Flows and Their Effects on BTC, Alts and Memes | Yan, Duncan, Ceteris and guest Jason Pagoulatos discuss the the current market conditions, what the ETF inflows have done to Bitcoin, Altcoins and Memecoins. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the comp... | 49m 23s | ||||||
| 2/8/24 |  Does Value Accrue to Frontends? Solana Outage's & ETH Narrarives | Jose, Yan, Duncan, and Ceteris discuss the mechanics of value accrual to frontends in crypto, the Solana outage of Feb 06, 2024 and the upcoming Ethereum narratives. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the... | 1h 03m 03s | ||||||
| 1/30/24 |  Behind the Curve: The Hack, DeFi Governance, and the Future of AMMs | Jose, Yan, Duncan, and Ceteris chat about the Curve hack, trading around the hack, views on the future of CRV and veCRV governance, and comparing AMMs, CEXs, and order books. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positio... | 1h 21m 31s | ||||||
| 1/25/24 |  ETF Aftermath: Jup's Launch, Points and the Degen Corner | Jose, Yan, Duncan and Ceteris discuss the aftermath of the Bitcoin ETF approval, Jupiter's token launch, the new point systems that protocols are adopting, and the introduction of the degen corner, where the hosts talk about their more degen picks and plays. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not finan... | 54m 20s | ||||||
| 1/12/24 |  Bitcoin ETF: What's next? | Jose, Yan, Duncan and Ceteris discuss the recent approval of the Bitcoin ETF and its impact on the cryptocurrency market. The conversation then shifts to the evaluation of different blockchain ecosystems, including Solana and Ethereum, and the importance of applications in driving adoption. We also discuss the fragmentation of attention in Ethereum's roll-up ecosystem and the need for new innovations in the DeFi space. The conversation covers topics such as Solana Sanctum and Liquidity Stakin... | 51m 10s | ||||||
| 11/10/23 |  Breakpoint: Solana's Rise, Celestia's Launch and the Future of Cosmos | Jose, Yan, Duncan and Ceteris discuss the Solana 2023 Breakpoint conference, talk about Solana's past and future, $TIA's launch and the future of the cosmos ecosystem. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the... | 1h 01m 39s | ||||||
| 10/20/23 |  On-Chain Liquidity: Discussing AMMs's History and Future feat. @0xDefi | Jose, Yan, Duncan and Ceteris, joined by Matt at @0xdef1 discuss the past, present and future of AMMs and on-chain liquidity as well as giving their thoughts on the market going forward. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or ho... | 1h 02m 22s | ||||||
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