Hivemind: Don’t Sleep on Ethena, Bull Case for Galaxy & The Hyperliquid Future
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I still have all my spots. Like, I'm still very obviously, you know, long and and bullish. But, the short term, like, tactically, like, very cautious. And I think, like, we could spend more time in this in this, like, one ten to, like, one fifteen area than a lot of people probably
want to break out of one fifteen right now. Are we?
Yeah. But As as it puts in a a thousand dollar candle.
Nothing set on the hive mind as 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 Hive Mind 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 with us, we don't have Sedaris, actually. He he's away on a on a co
Yeah. It's fine.
It's Nice.
Not a
big deal. Perfect. I'm Jose. I lead Delphi Labs, our protocol R and D arm. It's been a hectic week in well, hectic two weeks, I guess. We're gonna start off talking about markets. Maybe we wanna start with you, Jason, actually, on markets. I've been reading your posts in the chats, in the pro chat, in the in our in our Pure Alpha chat. You seem to be making somewhat bearish noises, which which worries me. Can can you give summary of, like, where where you're sitting right now?
Sure. So, yeah, those more bearish rumblings were, like, probably, like, a week and a half, two weeks ago. I was I was just getting, like, really concerned with I put, like, out a post on Twitter. I was kinda just, like, more of, like, a sanity check for myself. I was like, okay. Like, what are all, like, the good things happening right now? Like, what are all the not great things happening right now? Just trying to, like, gauge, you know, how the market is
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