Is 2025 Crypto's Dot-com Moment? | Weekly Roundup
This week, we discuss whether 2025 marks crypto’s dot-com moment. We deep dive into how to allocate capital as crypto and fintech continue to merge, crypto’s token-vs-equity dilemma, Coinbase’s recent...
19 Dec 20251h 3min
Hivemind: Crypto Is Dead with Dougie DeLuca
This week, Dougie DeLuca joins the Hivemind team to discuss his recent piece "Crypto Is Dead". We deep dive into the shift that is happening within crypto as we head into 2026, why is sentiment so bad...
18 Dec 202548min
Fundamentals Are The New King of Crypto | Smac & Noah Goldberg
This week, Noah from Theia & Smac from Compound discuss why crypto’s next chapter won’t be powered by hype alone. They explain how valuations, narratives, fund structures, and real cash-flow durabilit...
15 Dec 20251h 3min
Tempo Testnet Goes Live, Burnout In Crypto, and Farcaster’s Pivot | Weekly Roundup
This week, we discuss Polymarket data accuracy, VC involvement in portfolio companies, Paradigm’s Tempo testnet launch, reflections on burnout in crypto, and Farcaster’s pivot. Enjoy! – Follow Jason...
12 Dec 20251h 3min
Institutional Flows Will Overpower the 4-Year Cycle | Matt Hougan
This week, CIO of Bitwise Matt Hougan joins the show to discuss fading the power of the four-year cycle, the accelerating wave of institutional adoption, and whether Strategy selling its Bitcoin is a ...
8 Dec 202551min
Ethereum’s Valuation, Saylor’s Next Move, and Prediction Markets | Weekly Roundup
This week, Santi and Rob discuss market volatility, MicroStrategy’s financial health, and Ethereum’s valuation. They also dive into current macro conditions, recent Tether FUD, and prediction markets....
5 Dec 20251h 19min
Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks
This week, the Hivemind team breaks down the current state of markets as Bitcoin looks to stabalize around $90k. We deep dive into the path forward for Microstategy, is quantum actually a threat to Bi...
4 Dec 202552min
Quadrillions: Privacy or Perish | Eli Ben-Sasson, Shaul Kfir, & Eric Saraniecki
In this episode, we discuss why privacy is critical for TradFi adoption, crypto’s privacy solutions today, and how privacy unlocks institutional adoption of crypto, ultimately bringing quadrillions on...
3 Dec 202550min
