A new episode of The Hivemind is out now!

This week we discuss Venice AI’s momentum, Hyperliquid’s evolution beyond crypto trading, and more.

Timestamps:

00:00 – Crypto has become a stock picker’s market

05:00 – Venice AI, AI tokens & crypto business models

17:00 – ETH, SOL & the collapse of the L1 premium

24:00 – Hyperliquid changed the crypto landscape

33:00 – Crypto capital formation vs traditional equity markets

51:00 – Advice for investors entering markets today

55:00 – Defense tech, drones & the future of warfare

1:04:00 – Robotics, Figure AI & the next major investment wave

1:12:00 – Bitcoin, macro tailwinds & positioning

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