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The Hivemind · September 28 · 1 hr 28 min

Crypto Isn't The Frontier Anymore

In this special in-person episode of Hivemind, Kevin joins Yan, Jose, Jason, and Ceteris to debate whether crypto is still the frontier or whether the biggest opportunities have shifted elsewhere. The team breaks down crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. They also explore AI’s investment cycle, the risks around data center expansion and frontier lab revenues, and the sectors they’re deliberately avoiding. TIMESTAMPS 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next 🧠 Follow the Alpha ▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠ ▸ Jason: ⁠https://x.com/3xliquidated⁠ ▸ Yan: https://x.com/YanLiberman ▸ Kevin: ⁠https://x.com/Kevin_Kelly_II ▸ Jose: ⁠https://x.com/ZeMariaMacedo Watch on Youtube: https://www.youtube.com/@Delphi_Digital 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

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In this special in-person episode of Hivemind, Kevin joins Yan, Jose, Jason, and Ceteris to debate whether crypto is still the frontier or whether the biggest opportunities have shifted elsewhere.
The team breaks down crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. They also explore AI’s investment cycle, the risks around data center expansion and frontier lab revenues, and the sectors they’re deliberately avoiding.


TIMESTAMPS
00:00 Intro & Market Surprises
06:00 Tokenization, Zcash & Crypto’s Winners
20:51 Onchain Options: The Next Big Opportunity?
32:52 Is Crypto Still the Frontier?
46:40 AI Labs, Infrastructure & Bubble Risks
1:08:00 What We’re Avoiding
1:20:34 Biggest Risks & What Comes Next



🧠 Follow the Alpha

▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠
▸ Jason: ⁠https://x.com/3xliquidated⁠
▸ Yan: https://x.com/YanLiberman
▸ Kevin: ⁠https://x.com/Kevin_Kelly_II
▸ Jose: ⁠https://x.com/ZeMariaMacedo

Watch on Youtube:
https://www.youtube.com/@Delphi_Digital

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

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