The Hivemind - The AI Apocalypse: Is Crypto Ready for a Comeback?

JUL 30, 2026 • 76 Min

Kevin Kelly, CFA + 3 others

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

This week on Hivemind, the team breaks down the sharp selloff across high-beta AI and memory stocks, whether the broader AI thesis is still intact, and what a sustained pullback could mean for Bitcoin and the rest of crypto.

They also discuss where value may accrue across the AI stack, why infrastructure and NeoClouds may still have room to run, Hyperliquid and tokenized equities, the latest Zcash privacy upgrade, the Fed’s next move, and the growing risks around debt-financed AI infrastructure.

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

Kevin Kelly, CFA + 3 others

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The Hivemind - The AI Apocalypse: Is Crypto Ready for a Comeback?

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