Markets are ripping again but is the rally actually sustainable? This week, the team breaks down Bitcoin’s move toward $80K, the fallout from the massive Aave/KelpDAO exploit, and whether DeFi’s risk/reward still makes sense. They also dive into AI infrastructure plays, the rise of real-world yield products like USDAI, and how AI agents are completely changing productivity workflows.

00:00 Intro + market sentiment shift
08:55 The Aave/KelpDAO exploit explained
17:00 Why DeFi lending models may need to change
37:30 Where DeFi yield still makes sense
38:00 USDAI and real-world AI infrastructure yield
48:20 Venice, Bittensor, and AI token narratives
54:00 How AI agents are changing productivity
1:00:50 What the team is watching next
1:07:15 Outro

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Bitcoin’s Rally, DeFi Risk, and the Next AI Trade

The Hivemind

Bitcoin’s Rally, DeFi Risk, and the Next AI Trade