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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/ceteri...

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/ceteri...

Welcome back to Market Matters, May & June edition. As has been the case for much of the last few months, markets continue to give mixed signals as we traverse one of the more complex macro enviro...

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/ceteri...

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/ceteri...

Welcome back to Market Matters, April edition. Markets continue to give mixed signals as we traverse one of the more complex macro environments in recent years. Oil continues to grind higher, reachin...

Welcome back to Market Matters, March & Q1 2026 edition. The discussion centers on the macro and liquidity regime as the primary driver behind risk-asset performance, examining global liquidity tr...

Welcome back to Market Matters, February edition. Not much has changed over the last several weeks since our last Market Matters episode. Equities and TradFi markets have continued to grind sideways a...

This week, the Hivemind team breaks down the continued sell-off in markets, from crypto to software. We deep-dive into the historical L1 premium, the endgame for Hyperliquid, Bitcoin’s quantum threat,...

This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also...

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...

This week, the Hivemind team breaks down the current state of markets as Bitcoin looks to stabalize around $90k. We deep dive into the path forward for Microstategy, is quantum actually a threat to Bi...

This week, the Hivemind team breaks down the recent market price action as BTC struggles to regain $95k. We then deep dive into why is Zcash ripping, the 10/10 leverage hangover, the perps opportunity...

LTR is back for a live sleuthing session, sits down with Whail, a seasoned on-chain “trencher” who recently joined the Ink team. They explore the rapid rise of Ink, an L2 backed by Kraken, and its mis...

LTR is back for a live sleuthing session, showing his exact process for on-chain investigation.Provides a live look at his research and trading process during a volatile week for the crypto markets. H...

LTR is back for a live sleuthing session, showing his exact process for on-chain investigation. Using Arkham, he digs into top holders of coins, traces wallets back to entities, and identifies a secon...

Welcome back to Market Matters, January edition. After a quiet reset into the new year, markets have quickly shifted back into a volatility-driven regime. Tariff headlines, rising geopolitical tension...

Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesi...

Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world’s largest on...