Hivemind: Record Liquidations, Auto-Deleveraging, & Biggest Post-Crash Winners & Losers

Gm! This week we're back with another weekly roundup. We discuss Coinbase's $3B acquisition of Deribit, Stripe's stablecoin launch, Ethereum's big pivot, will Meta launch a stablecoin & more. Enjoy! ...

9 Mai 20251h 3min

Gm! This week we're back with another weekly roundup live at Token2049. We deep dive into our biggest takeaways form the conference, Ethereum's next chapter, L1 valuations vs app development, the new ...

7 Mai 202521min

Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid), who is best position...

5 Mai 20251h 15min

This week, the Hivemind team discusses the crypto market rebound, Bitcoin’s outperformance, and whether the rally has more fuel for higher. They also explore Solana’s memecoin trading activity and DeF...

1 Mai 202556min

Gm! This week we're joined by Samara Cohen to discuss BlackRock's crypto strategy in 2025. We deep dive into the success of the Bitcoin ETP launches, investor demand for crypto, why Samara is bullish ...

28 Apr 20251h 12min

In this episode, Santi joins the Bell Curve podcast to discuss current crypto market sentiment, crypto valuation frameworks, and the evolving challenges of utilizing onchain data. Enjoy! -- Follow S...

25 Apr 20251h 8min

Gm! This week we're joined by Edward Woodford to discuss the economics of stablecoins. We deep dive into Circle's S-1 filing, who will benefit the most from the stablecoin business model, how does Cir...

22 Apr 20251h 5min

In this episode, Santi joins the Bell Curve podcast to discuss how to solve crypto's core issues. We deep dive into market conditions, stablecoins, how long-term allocators are accumulating Bitcoin & ...

18 Apr 20251h 8min