Hivemind: Bitcoin's 2025 Momentum, AI Agent Platform Wars, and Liquid vs Private Markets
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There's always going to be bid for for memes and things like that, but I don't think it's going to be like that barbell portfolio in 2025 like it was in in 2024. I think to to what you to the point you mentioned, like, I think there will be a bid to a lot of these more fundamental type of type of coins, whether or not that's OG DeFi, whether or not that's, like, more new school type DeFi.
We get to kinda financialize every new cool thing that comes along, and so you always get to be at the forefront of that. Some people call that late stage capitalism. I call it, the best industry in the world. The deeper you
are in the space, the chances are the better off you'll be on the liquid side, just because you'll catch narratives early. Right? If you're if you're pretty passive, then I think this is a a a much easier pitch because you can actually get great access without having to put in the time that someone who would need to do this full time. 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 hivemind, bringing together some of our smartest minds from each of the divisions to share insights, alpha, and shitposts. Today with us, we have, the usual cast minus Duncan, who, is indisposed, I believe.
I think that's that's roughly the the title.
Nice. And, obviously, I'm Jose Macedu. I lead our protocol r and d r in Delphi Labs, and split my time between that and Ventures. So another good week for crypto. Well, as we're recording, there's just been, a bit of a dump. I think Bitcoin's traded trading around. So we're recording this on Wednesday, 18th December. I think Bitcoin's trading around a 103 k last I checked, and alts have have taken a bit of a dive. Maybe to start with, how's everyone feeling about about markets here?
I think that's a bit harsh to call this a a dump, but, yeah, I don't know. Maybe we start with Jason on the markets. Yeah.
Let's do it.
I think I'm I mean, I'm I'm still very bullish markets. I think probably people may be derisking into the FOMC later today because those are, you know, generally pretty volatile, events, I guess, like, you know, short term trading events. But I don't know. I'm just, you know, still bullish. Like, I don't think anything's really changed in the macro outlook of things. I don't think anything's really changed in my outlook for for crypto markets. I think we probably, you know, generally just grind higher through the end of the year. So I think, when I was looking last night, I think we had, like,
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