Media386 results
Delphi's Market Matters - February 2026
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...
46 Min
Macro & Markets
Feb 2026
Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market
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,...
56 Min
Infrastructure
Feb 2026
Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles
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...
65 Min
Infrastructure
Feb 2026
Hivemind: Will 2026 Be Bullish & Crypto's Token vs Equity Problem
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...
65 Min
Infrastructure
Feb 2026
Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks
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...
53 Min
Infrastructure
Feb 2026
Hivemind: Can Crypto Bounce, Monad's ICO & The Perp Opportunity
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...
57 Min
Infrastructure
Feb 2026
Monitoring the Situation with @0xLTR | November 20, 2025
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...
45 Min
Other
Feb 2026
Monitoring the Situation with @0xLTR | November 14, 2025
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...
45 Min
Other
Feb 2026
Monitoring the Situation with @0xLTR | October 31, 2025
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...
58 Min
Other
Feb 2026
Delphi's Market Matters - January 2026
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...
45 Min
Macro & Markets
Feb 2026
Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?
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...
91 Min
Infrastructure
Feb 2026
Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants
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...
69 Min
Infrastructure
Feb 2026
Nic Carter: Quantum Threatens $600B of Bitcoin
Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensiv...
67 Min
Infrastructure
Feb 2026
Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs China
Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybri...
103 Min
AI
Oct 2025
Delphi's Market Matters - September 2025
Welcome back to Market Matters – September edition from Montenegro! Since our last discussion, markets have been a slog, […]...
54 Min
Macro & Markets
Oct 2025
Connor Howe: Building the Onchain Execution Engine with Enso Network
Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he ca...
54 Min
DeFi
Sep 2025
Austin Federa: From Solana Foundation to Double Zero's Fiber Revolution
Join Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they’re building permissionless high-performance fiber infrastructure that could revolutionize blockchain...
76 Min
DeFi
Sep 2025
Legion & Cookie3: Evolution of Onchain Fundraising
Join José Maria Macedo as he co-hosts with Matt O’Connor from Legion and Filip Wielanier from Cookie3 to explore “Attention Capital Markets” – revolutionizing token distribution by linking social infl...
67 Min
DeFi
Sep 2025
Mike Dudas (6MV): Pump.Fun, One of the Greatest Seed Investments Ever
Join Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of...
72 Min
DeFi
Sep 2025
Michael Egorov: Yield Basis - Bringing Real Yield to Bitcoin
Join José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi’s original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to...
72 Min
DeFi
Sep 2025