This week on The Hivemind, the team breaks down why the latest rally may have real legs, how sidelined positioning and exhausted sellers helped fuel the move, and why the return of the debasement trade could mark a meaningful change in market regime.

They discuss where to take risk if the bull market continues, whether consensus trades like HYPE and Zcash can keep outperforming, overlooked opportunities in Grass and Arrow, and why trying to get too clever with rotations can leave you behind.

The conversation also covers Hyperliquid’s potential alt season, Zcash and Cypherpunk, whether NFTs could actually make a comeback, Robinhood Chain, and why the macro setup for Bitcoin may be the strongest it’s been in years.

TIMESTAMPS
00:00:00 Intro
00:00:35 Is the Crypto Bull Market Back?
00:08:55 HYPE & the Next Alt Season
00:15:35 What Wins This Cycle?
00:21:05 Consensus Trades vs. Hidden Alpha
00:29:20 Zcash & the Next Rotation
00:52:20 NFTs & Robinhood Chain
01:04:35 Positioning for the Next Leg
01:12:30 The Debasement Trade Is Back

🧠 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

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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.

The Move No One Was Positioned For

The Hivemind

The Move No One Was Positioned For