Markets are green, AI is reshaping software in real time, and crypto is once again debating what token ownership actually means.

This week on The Hivemind, the team breaks down the market melt-up, Zcash’s explosive move, the rise of AI agent infrastructure, Cursor’s rumored $60B acquisition, and the growing tension between equity and token holders after the Houdini controversy. They also dive into Pump’s buyback changes, Strategy’s latest BTC playbook, and why AI-native workflows could completely disrupt traditional SaaS.

Timestamps:

00:00 – Markets rip higher as geopolitical fears fade
02:20 – Strategy, STRC dynamics & Michael Saylor’s BTC comments
09:50 – Zcash breakout, privacy narratives & alt rotation
15:40 – Venice AI (VVV) and the AI x crypto trade
23:00 – Cursor’s rumored $60B acquisition & AI business models
30:30 – AI agents replacing traditional software workflows
40:30 – Why SaaS companies may be vulnerable in an agent-first world
41:30 – The Houdini controversy & crypto token holder rights
52:00 – Pump’s buyback changes, burns & token economics debate
1:03:00 – What’s next for Pump, meme coin markets & crypto products

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AI Agents, Zcash Mania & Crypto’s Ownership Crisis

The Hivemind

AI Agents, Zcash Mania & Crypto’s Ownership Crisis