Hivemind: Circle Valuation, Pump.Fun Token & What We’re Bullish
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Everyone recently, all we've been talking about is circle.
You were saying, Duncan, last episode credit to you that 5,000,000,000 seems cheap. What's it what's it trading at now, like, market cap wise? It's
around, like, 21 or something. It's actually 26.8 right now.
I'm not saying this valuation necessarily makes sense, but I'm thinking, like, this is, like, the easiest story to tell. The TAM is, like, all US dollars and, like, super sticky business, like, for the rest of 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 provide an inside look into what what 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 cast, Sedaris Paribus, heads up ou
had a lot of positive developments very recently. Right? You had, yesterday, the Bloomberg article came out saying that they think solo ETF is happening in three to five weeks. You had the Trump tweet
telegraph moment for the solo ETF?
Potentially. Although Yeah. Totally. Yeah. Maybe. Am
I trying it?
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