Hivemind: BTC's $100K Run, Ethena's Yield Meta, and Our Bull Market Bets
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Look at this Haaktu thing from, like, yesterday. Right? There's, like, some massive rug where all these insiders were, like, pre minotaur. This is the kind of stuff that that's all that pump was. It was just people want to trade. Think about the whole presale matter. I
know. But that's what I mean. It's not, like, it's not a real thing.
No. But it's solved a problem where people wanna speculate on memes without the risk of getting fleeced.
Yeah. That's that's the problem to solve. It doesn't feel like it's that aspirational of a problem. It's all just kind of trading these things. But I'm thinking, is there more of, like, a But that's everything. Even, like, you I know. That's my point. Even the
DeFi stuff we talk about is Maybe this cycle
will get something more. Well,
that's what maybe the AI stuff is that. Right? Like, dream a little, man.
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. 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 brightest minds from each of the divisions to share insights, alpha, and shitposts. Today with us, we have the usual crew, Ceterus heads up our in research arm, J
think everyone's kind of at the like, going forward expecting you know, there's do we do we get a a big pullback into end of year, or is is the inauguration kind of a sell the news event? I think it it really boils down to the strategic reserve. Right? If if that happens, I don't think you you're really gonna get any kind of meaningful pullback. So far, every flush that we've seen after funding got hot. It was was bid up pretty quickly, and and so you kinda had these, like, mini dips. And, yeah, I mean, if if if the reserve happens, you're kind of just gonna continue grinding higher. You know,
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