The Hivemind

This episode covers topics such as ETF flows, GBTC selling, the long-term outlook for Bitcoin, the potential approval of an ETF, the buyers of Bitcoin, the conviction of investors, the timing of ETF approval, 4844 and base rollups, Drip and Solana L2s, and scalable rollups. In this conversation, the hosts discuss memes and meme dilution in the cryptocurrency market. They talk about the rapid rise...

Yan, Duncan, Ceteris and guest Jason Pagoulatos discuss the the current market conditions, what the ETF inflows have done to Bitcoin, Altcoins and Memecoins. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial a...

Jose, Yan, Duncan, and Ceteris discuss the mechanics of value accrual to frontends in crypto, the Solana outage of Feb 06, 2024 and the upcoming Ethereum narratives. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not fin...

Jose, Yan, Duncan, and Ceteris chat about the Curve hack, trading around the hack, views on the future of CRV and veCRV governance, and comparing AMMs, CEXs, and order books. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions...

Jose, Yan, Duncan and Ceteris discuss the aftermath of the Bitcoin ETF approval, Jupiter's token launch, the new point systems that protocols are adopting, and the introduction of the degen corner, where the hosts talk about their more degen picks and plays. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informati...

Jose, Yan, Duncan and Ceteris discuss the recent approval of the Bitcoin ETF and its impact on the cryptocurrency market. The conversation then shifts to the evaluation of different blockchain ecosystems, including Solana and Ethereum, and the importance of applications in driving adoption. We also discuss the fragmentation of attention in Ethereum's roll-up ecosystem and the need for new inn...

Jose, Yan, Duncan and Ceteris discuss the Solana 2023 Breakpoint conference, talk about Solana's past and future, $TIA's launch and the future of the cosmos ecosystem. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opini...

Jose, Yan, Duncan and Ceteris, joined by Matt at @0xdef1 discuss the past, present and future of AMMs and on-chain liquidity as well as giving their thoughts on the market going forward. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely...

Jose, Yan, Duncan and Ceteris discuss the craze of friend.tech, what it is, how it works and what it might bring to the table, as well as talk about Coinbase's new L2 and their views on ETFs, liquidity and the markets. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expres...