Hivemind: Is The Market Cooked, Monad's ICO & Crypto’s Perp Opportunity
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Hello, everyone, and welcome back to another episode of the Hive Mind Podcast. Today we have a bit of a different crew. We've got myself, Cederis, head of research at Delphi. We've got Jason coming back, head of markets. We got LTR making another appearance on the show on the markets team at Delphi. And then we've got Flip making his second appearance on the podcast on the DeFi team at Delphi. So this is a purely Delphi research hive mind. I don't think we've had all research Hivemind before, so that's good. So yeah, we got, I don't know, it's been kind of like a weird market. It seems like th
I mean, it's red again for every day at this point for seemingly the last, like, what, week or two. I guess we've had a couple days that were, like, flat and, like, mixed in there, but it's mostly just straight down. We've kind of just gone straight down at this point from, like like, the top of the range to the bottom of the range, like, 89 k. Right? That's kind of like the range that was carved out in December before the tariff tantrums blew up the market, and then kind of back there again. Right? Time's a flat circle. So, yeah, don't know. Market's kinda like, obviously, like, there's just
It almost seems like like Bitcoin has become like a Trump approval rating trade. Like, Trump approval has been like nuking Bitcoin nukes. And then like, when Trump's viewed as like positive or viewed as doing good things, it almost seems like that's when Bitcoin pumps. So I don't really like how correlated it's it's been to like the Trump trade, quote unquote. And that's been kinda interesting to see. That being said, this is a much more global asset. So but yeah. To your point, like, if if, you know, it's very good that Gemini three was was very good, and it's good that Nvidia well, I guess,
Yeah. Like, equities are just at all time highs pretty much. You know, they're down a little bit right now, but, like, they're really close to all time highs. And if they were to actually, like, pull back a little bit
Yeah. I mean, like, when when what was it? The tariffs or Iran dropped and then equities actually nuke. We literally just, like, went to, like, 70 k or something. So I could imagine it being much worse this time around. But
Yeah. I think the I think the PTSD for people is that this is exactly what it was at the end of of twenty one is that I remember like crypto had sold off, was selling off a lot and I remember all these tweets from people being like, equities are still at all time highs, like there's no reason to panic and it was really just crypto being first, right? So that doesn't mean that the exact same is gonna happen this time, but it's definitely something that is like getting in in people's heads a bit.
But I kinda go back to LTR's point is is Bitcoin still a Trump trade? Like, I mean, you you had Trump and she essentially shake hands and markets literally went down. Like, Bitcoin went down. Like, so I don't know. I don't know if Bitcoin still is the Trump trade.
I meant, like, approval ratings.
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