Why Is Crypto Crashing? | Weekly Roundup
This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's...
6 Helmi 1h 15min
Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market
This week, the Hivemind team breaks down the continued sell-off in markets, from crypto to software. We deep-dive into the historical L1 premium, the endgame for Hyperliquid, Bitcoin's quantum threat,...
5 Helmi 55min
Quadrillions: Stablecoins: We’ve Only Just Begun | Mohamed Afifi
In this episode, we break down the state of stablecoins and why they’ve been able to bridge the gap into TradFi’s mainstream. Who’s adopting stablecoins and why? How are stablecoins changing the finan...
4 Helmi 47min
Why BitGo Went Public | Mike Belshe
This week, we’re joined by CEO and Co-founder of BitGo, Mike Belshe, to discuss BitGo’s IPO, their motivations for going public, and the IPO process. We dive into allocation decisions, key product gro...
2 Helmi 1h 19min
The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup
This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyper...
30 Tammi 1h 18min
Why Kraken Is Betting Big on Onchain Vaults | John Zettler & Sun Raghupathi
This week, we’re joined by John Zettler, Director of Product at Kraken and Sun Raghupathi, Co-founder of Veda, to discuss their collaboration to bring onchain vaults to Kraken! We explore the growth o...
26 Tammi 1h 3min
AI Breaking Software Economics, CLARITY Bill, & Debating BitGo’s IPO | Weekly Roundup
This week, we discuss Claude and the ongoing AI acceleration, AI’s impact on VC and SaaS, and the latest draft of the CLARITY Bill. We also dig into BitGo’s upcoming IPO, Polygon’s latest acquisitions...
23 Tammi 1h 18min
Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles
This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also ...
22 Tammi 1h 4min
