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The Hivemind

Delphi Media
Bitcoin
Defi
AI Bubble
Bitcoin Price/levels

Delphi Digital's brightest minds - Jose, Yan, Ceteris, Jason & Kevin - banter about the biggest topics in crypto.

PublishesTwice monthlyEpisodes29Founded3 years ago
Number of ListenersCategory
Business

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Artwork for The Hivemind

Latest Episodes

This 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 will keep the upside limited.

They break down the green shoots showing ... more

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 ... more

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 ... more

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-so... more

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 de... more

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 th... more

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 infrast... more

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 i... more

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Recent Guests

Tommy Shaughnessy
Co-founder of Delphi and partner on the Delphi Venture side
Delphi Venture / Delphi
Episode: Is the AI Bubble About to Pop?
Trevor Flip
Special guest, in-house research analyst
In-house research team
Episode: Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC

Host

Yan
Co-founder/partner at Delphi Ventures; Host of The Hivemind Podcast

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Frequently Asked Questions About The Hivemind

What is The Hivemind about and what kind of topics does it cover?

A fast-moving, data-driven crypto discussion that frequently pivots between Bitcoin and altcoin dynamics, token ecosystems, and real-world monetization strategies. Episodes center on macro drivers shaping crypto and AI-enabled markets, including regulatory developments, institutional participation, and private-market liquidity. Notable threads often explore how non-BTC assets can outperform in certain regimes, the tokenomics behind projects with real revenue, and the operational implications of AI agents and automation on trading, product strategy, and governance. The show tends to blend rigorous, research-heavy analysis with candid tactical bets, making it useful for listeners who want trend insights, risk considerations, and concrete trad... more

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Which podcasts are similar to The Hivemind?

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1. 1000x
2. Empire
3. The Gwart Show | Blockspace Media
4. Logan Jastremski Podcast
5. 0xResearch

How many episodes of The Hivemind are there?

The Hivemind launched 3 years ago and published 29 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on The Hivemind include:

1. Tommy Shaughnessy
2. Trevor Flip

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