Hivemind: Circle Valuation, Pump.Fun Token & What We’re Bullish
This week, the Hivemind team breaks down the macro shift toward deficit-fueled growth, the Circle IPO mania, stablecoin disruption, and how this might reshape the banking system. Later, they cover Pla...
12 Jun 20251h 4min
How Venture Is Navigating Crypto IPOs Featuring Rob Hadick & Diogo Mónica
This week, Jason and Santi are joined by Rob Hadick (Dragonfly), and Diogo Monica (Anchorage/Haun Ventures) to dive into the evolving crypto venture landscape. -- Start your day with crypto news, ana...
11 Jun 20251h 16min
Don’t Midcurve Circle and PumpFun | Weekly Roundup
In this episode, Yano and Santi unpack 16z’s stance on the decline of crypto foundations, Pump.fun’s $1B raise, Robinhood’s growing crypto footprint, Circle’s upcoming IPO, and question Coinbase’s (CO...
6 Jun 20251h 8min
Debate: How to Value an L1 Token With Dan Smith and Jonah Weinstein
Gm and Happy Monday! This week, Dan Smith, a Lead Blockworks Researcher and Jonah Weinstein, a Portfolio Manager of SkyCatcher, join Jason to dive into the timely conversation about which metric is be...
2 Jun 20251h 16min
LIVE Hivemind: Crypto Treasury Companies, Sui Hack & Solana’s New Consensus
This week, the Hivemind team discuss MicroStrategy & the boom in crypto treasury plays, stabelcoins & the launch of Plasma, and the Sui hack’s implications for security vs centralization. We also dig ...
31 Mai 20251h 11min
Consensus Bets Pay Off In 2025 | Weekly Roundup
On this week's RoundUp, Yano and Santi dive into the latest crypto market dynamics! Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https:/...
30 Mai 20251h
The Bitcoin Treasury Playbook With Tyler Evans & Josh Solesbury
Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury com...
26 Mai 20251h 3min
Entering Ethereum’s New Era | Tomasz Stańczak
Gm! Unfortunately no roundup this week as Yano & Santi are travelling. Instead we're bringing you this episode of Bell Curve with Tomasz Stańczak, Co-Executive Director at the Ethereum Foundation, to ...
23 Mai 20251h 8min
