The Hivemind - Crypto Isn't The Frontier Anymore

SEP 28, 2026 • 89 Min

Kevin Kelly, CFA + 4 others

Disclosures: This podcast is strictly informational and educational and is not investment advice or

In this special in-person episode of Hivemind, Kevin joins Yan, Jose, Jason, and Ceteris to debate whether crypto is still the frontier or whether the biggest opportunities have shifted elsewhere.
The team breaks down crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. They also explore AI’s investment cycle, the risks around data center expansion and frontier lab revenues, and the sectors they’re deliberately avoiding.

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind.

🧠 Follow the Alpha
▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠
▸ Jason: ⁠https://x.com/3xliquidated⁠
▸ Yan: https://x.com/YanLiberman
▸ Jose: https://x.com/ZeMariaMacedo
▸ Kevin: ⁠https://x.com/Kevin_Kelly_II

🎧 Listen here https://thehivemind.buzzsprout.com