A new episode of the Hivemind is live!

This week we discuss Bitcoin's breakdown, Hyperliquid's future, Crypto fundamentals, and more.

Timestamps:

0:00 Introduction & Is Bitcoin Cooked?

5:44 Saylor, Bitcoin Liquidity & Market Structure

12:28 Why Crypto Is Finally Detaching From Bitcoin

19:06 The New Altcoin Market & Capital Rotation

22:35 Why HYPE's Outperformance Matters

26:22 Zcash, Value Investing & Crypto Fundamentals

31:57 Hyperliquid, Lighter & Crypto's First Compounders

33:47 Can Crypto Thrive While Bitcoin Stagnates?

38:32 Why Retail Left Crypto For AI & Stocks

40:46 BlackBerry, Equities & Staying In Your Circle Of Competence

47:54 Lighter Deep Dive

53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds

55:03 Polymarket's UMA Problem

1:07:09 Ethena x Coinbase Explained

1:16:43 Bitcoin To $49K? Jason's Bear Case

1:19:43 Can HYPE Keep Going Higher?

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