Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market
FEB 12, 2026 • 56 Min
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, Vitalik’s post on L2s, and more. Enjoy!
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▸ Ceteris: https://x.com/ceterispar1bus
▸ Jason: https://x.com/3xliquidated
▸ Yan: https://x.com/YanLiberman
▸ LTR: https://x.com/maybeltr
▸ Empire: https://x.com/theempirepod
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🎧 Listen on
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Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 Introduction
00:48 State of The Market
13:15 Are L1s Still Overvalued?
22:50 The Hyperliquid End Game
31:38 Bitcoin’s Quantum Threat
36:42 Ethereum’s L2 Roadmap
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.
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