Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks

FEB 12, 2026 • 53 Min

Jason Pagoulatos + 3 others
Yan Liberman, CFA, CAIA (Delphi Ventures)
Ceteris
Jason Pagoulatos
Disclosures: This podcast is strictly informational and educational and is not investment advice or

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 Bitcoin, the rise of AI agents, prediciton markets & more. Enjoy!

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▸ Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠
▸ Jason: ⁠https://x.com/3xliquidated⁠
▸ Simon: https://x.com/simononchain
▸ Yan: https://x.com/YanLiberman
▸ Empire: ⁠https://x.com/theempirepod⁠

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🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

0:00 Introduction
0:45 Have We Bottomed?
7:27 Microstrategy
11:37 Is Quantum A Threat To Bitcoin?
22:28 AI Agents
30:07 Hyperliquid Unlocks
37:52 Prediction Markets
48:03 Buying The Zcash Dip

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.

Jason Pagoulatos + 3 others
Yan Liberman, CFA, CAIA (Delphi Ventures)
Ceteris
Jason Pagoulatos

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