Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles
FEB 12, 2026 • 65 Min
This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also cover privacy coins, equity perps, and market cycles. Enjoy!
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▸ Yan: https://x.com/YanLiberman
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Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 Introduction
01:39 Market Outlook
14:34 Saylor’s Buys & Onchain Trends
27:10 Robinhood’s Equity Perps
29:44 Thoughts on Lighter
42:43 Monero vs Zcash
54:55 Market Cycles
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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