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

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Kevin Kelly, CFA + 3 others

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