Hivemind: Crypto's 2024 Winners & Losers, Bitcoin's 2025 Price Target, and AI Agent Mania
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I think the pure AI agents and frameworks is about 10 to 15. I think the whole thing could go to, like, half a trillion in in 2025, honestly. Like, I'm so bullish on AI.
I think stacking Bitcoin is probably the single best thing most people could do over time. I think probably most people in crypto just, like, don't outperform Bitcoin because they try to do too many different things.
It's just hard to see, I think, a bigger winner overall than Bitcoin, but Solana is definitely the other one. I think that it is it's the first real credible threat that Ethereum has ever had. 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. Hello, everyone, and welcome to 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 Ceteris Paribus, who heads up our institutional research arm, Jan Lieberman
Yeah. I was gonna say, Salon originally for this, and I still think it's like Salon is the biggest winner just from, like, overall ecosystem standpoint, everything. But I think you have to say Bitcoin is the biggest winner. Like, Bitcoin outperformed both ETH and SOL in 2024. It's it's really I think any obviously, there's some people that still believe in flipping and all this stuff, but I think for the most part, it's really kinda, like, broken away from that. It's really cemented itself as a macro asset. And, yeah, it's just hard to see, I think, a bigger winner overall than Bitcoin. But So
That makes sense. Anyone else have have Bitcoin? Or maybe maybe, Jason, you wanna you wanna go next? Sure.
Yeah. I mean, Bitcoin was the one I was gonna pick for sure, as somebody who who loves the orange coin. You guys know probably in our chats, I I say, you know, I'm like, I guess, kind of like sailor in that. Like, I think sacking Bitcoin is probably the single best thing most people could do over time. I think probably most people in crypto just, like, don't outperform Bitcoin because they try to do too many different things. Like so yeah. And then you got ETFs at the start of the year, and then the end of the year, you get, you know, rumors of some kind of Bitcoin strategic reserve fund in th
ahead, Jan. Yeah. Yeah.
I mean, for the 1st 10 months, I would have said Bitcoin for sure, and I I still think you can defend that and, you know, not gonna rehash the the previous points that were made. And then with the election, I would kinda say, like, crypto and as a whole and and kind of in the US, I think in particular, which, you know, you'll likely see Bitcoin be the biggest beneficiary of in the short term through the reserve. But in the long run, I think, ideally, you see kind of an improved regulatory framework, which brings talent and, and experimentation and and growth. And so, I think with the new admin
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