Hivemind: Will 2026 Be Bullish & Crypto's Token vs Equity Problem

FEB 12, 2026 • 65 Min

Jason Pagoulatos + 3 others
Jose Maria Macedo (Delphi Labs)
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 the markets and asks whether the start of 2026 will be bullish. We then dive into the ongoing token vs equity debate in crypto and explore the best way to structure ICOs. Enjoy!

🧠 Follow the Alpha

▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠
▸ Jason: ⁠https://x.com/3xliquidated⁠
▸ Jose: https://x.com/ZeMariaMacedo
▸ Yan: https://x.com/YanLiberman
▸ Empire: ⁠https://x.com/theempirepod⁠

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 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

00:00 Introduction
01:53 Will Q1 Be Bullish For Crypto?
18:56 Crypto’s Token vs Equity Problem
26:43 The MetaDAO Model
39:48 What Defines Success For ICOs?
01:01:31 Solana’s Block Building Dilemma

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
Jose Maria Macedo (Delphi Labs)
Yan Liberman, CFA, CAIA (Delphi Ventures)
Ceteris
Jason Pagoulatos

0 Comments

Related episodes

The Hivemind - Is The AI Bubble About to Pop?
Macro & MarketsThe Hivemind - Is The AI Bubble About to Pop?
By
Anil Lulla
The Hivemind - Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC
Macro & MarketsThe Hivemind - Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC
By
Anil Lulla
Delphi's Market Matters - May & June 2026
Macro & MarketsDelphi's Market Matters - May & June 2026
By
Anil Lulla