A new episode of Hivemind is out now!

This week the team discusses whether the worst of the selloff is over, how the Anthropic IPO could trade, why stocks onchain have stalled and more.

Timestamps

00:00 Intro

00:45 Is the Worst Behind Us?

07:48 Why the Macro Models Are Cautious

10:25 The Nvidia Wild Card

16:11 Never Sell the Singularity

19:23 AI Stocks at COVID-Low Valuations

24:33 Meta's AI Bet Is Priced at Zero

28:01 How the Anthropic IPO Could Trade

34:00 Will Anthropic Wipe Out SPV Buyers?

38:04 The Mystery Morning Seller

39:42 ZEC in the Wall Street Journal

41:14 Why Stocks OnChain Stalled

44:28 Can Elysium Skip the Launchpad Trap?

50:48 Is ETH's Store of Value a Hail Mary?

56:14 MegaETH Pivots to AI Inference

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