Hivemind: AI Frameworks, Bitcoin L2s, and Death of OG Memes
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There is a small number of people in Silicon Valley and tech circles and the terminally online who understand what AI is gonna do and what it means for the for the world, how big it is. And I think over the next few years, the rest of the world is gonna realize that. And I really think it's gonna be the biggest bubble in financial, like like, history. We
basically made a a bet when it was, like, $2 or something. $2.
Yeah.
Go above $3.40, and after the week after the election, I got crushed. So I said I would I would wear this. This is a good time. I would wear this on the podcast. So hold on right now. You
look good. Yeah. You look cute. You look really good, dude. Nothing
said on the hive mind is a recommendation to buy or sell securities or tokens. This podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our own opinions, not financial
advice.
Hi, everyone, and welcome to another episode of the Hivemind podcast. The goal of the podcast is to provide an inside look into what we like to call the Delphi hive mind, bringing together some of our brightest minds from each of the divisions to share insights, alpha, and shitposts. Today, Jan's at a wedding, so we have, an unusual career. I think it's the first time we've had us 4 on together. Heads up our institutional research arm, a regular on the hive mind. Jan's not here, and we have Duncan, the the prodigious, shitcoin scavenger and and investor, and Jason, who, is head of markets for
Yeah. For sure. So, yeah, like Jose just said, it's been a pretty volatile couple weeks actually. Right? Pretty much dating back to the start of the year, we had we had a sell off pretty much with the FOMC at the end of December. We were at a 108 k. I'm pretty sure I was that was maybe one of the last times I was on. I was like, yeah. Markets look great. And then within a couple within a couple hours, we nuked from, like, a 100 k down to low nineties. And then to start the year, we had a nice little pump, which sold off. Everybody got liquidated.
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