The Worst Is Behind Us

OCT 23, 2026 • 72 Min

Kevin Kelly, CFA + 4 others

Delphi Podcast is produced by DELPHI MEDIA, LLC (“Delphi”), a member of the DELPHI DIGITAL family of

Is the bottom in for crypto? Kevin, Jason, José, Yan and Ceteris break down a market that just shook off weeks of selling, from the 10:30 AM seller who finally ran out of coins to the year-end unlocks and what the midterms could mean for crypto. The crew digs into the AI debt bubble fears around CoreWeave and the labs, the math behind $4 trillion of AI capex, and why this cycle looks nothing like 2000. Plus, who ends up with Satoshi’s coins when quantum arrives, why quantum fear is lifting Zcash and Pearl, Paper Trade’s token problem, Kinetiq and the HyperEVM bet, and the rise of anti-social trading.

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
▸ Guy: ⁠https://x.com/gdog97_

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

Listen On: