Ceasefire In Iran, Is AI a Bubble & Drift Exploited For $280M
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All right. Welcome back, everybody, to the Hive Mind. I'm Kevin Kelly, one of the cofounders of Delphi, a longtime listener, but first time host host of this show. Really excited to be here with the, with the usual cast of the Delphi Hive Mind. Quick announcement before we get into things. We've got a bunch to get into. This will actually be the last and final episode of the Hivemind on the Blackworks Empire channel. Going forward, you can find the Hivemind on Delphi's own media channels, like the Delphi Digital YouTube, Spotify, Apple podcast feeds. We'll try and get all those links added to
We've had twelve hours of ceasefire or something. It's everyone's kind of on edge, it feels like. I'm I'm pretty long into it. I think positioning is favorable to be long right now. I'm not super optimistic on this all playing out smoothly from here. I think my base case is basically that you have a breakdown in negotiations maybe before the fourteen day window or at the end of it, but it just seems like the the requests are too far apart and and basically, like, kinda, you know, diametrically opposed. There's there's some elements that they're just completely mutually exclusive. So, I mean, t
Jason, how are feeling?
Yeah. I think, I think Jan's, like, base case is kind of where I'm at in that. Obviously, this is very nice in the short term. Nobody wanted to see, you know, power plant day and bridge day happen. That would not be good for markets and just anything generally. But, yeah, I I don't know. I just don't see how this actually resolves anything because to Yann's point, both, I guess, you know, lists of things people want are just they're just they're just opposites. And, it just doesn't seem like the the outcome that The US is is looking for. So to me, like, it I don't think it really, like, change
Yeah. Etcetera, say, I definitely wanna get your guys' thoughts. Maybe another question, like, how how is everybody, like, roughly positioned or allocated right now? Because I feel like that tells a lot about what just sentiment looks like.
Yeah. I'm not a good person to ask this because I'm always just long assets. I just, I don't know.
Yeah. Outside of Bitcoin hype for me, like, for my, like, crypto holdings that I'm just holding, like, long term. I'm I'm very much in cash. Like, I'm very tactical, very, very, very much in cash. Just kind of trying to buy, like, washouts from headlines or fade things, you know, just very short term stuff. Like, I'm not
Is that it? Is BTC in hype?
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