Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2..
Gm! This week we're back with another weekly roundup. We discuss the state of the market, what to own this cycle, has BTC dominance topped, why you need to pay attention to..
This week, the Hivemind team discuss ETH's sudden outperformance and whether it's driven by genuine flows or just positioning, Solana's strength as the launchpad for "Internet Capital Markets," and the evolving narratives..
Gm! This week we're joined by Christine Moy, Carlos Domingo & Tarun Chitra to discuss the launch of crypto largest onchain credit fund. We deep dive into what is private credit, the..
Gm! This week we're back with another weekly roundup. We discuss Coinbase's $3B acquisition of Deribit, Stripe's stablecoin launch, Ethereum's big pivot, will Meta launch a stablecoin & more. Enjoy!
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Gm! This week we're back with another weekly roundup live at Token2049. We deep dive into our biggest takeaways form the conference, Ethereum's next chapter, L1 valuations vs app development, the new..
Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid),..
This week, the Hivemind team discusses the crypto market rebound, Bitcoin’s outperformance, and whether the rally has more fuel for higher. They also explore Solana’s memecoin trading activity and DeFi growth, the..
Gm! This week we're joined by Samara Cohen to discuss BlackRock's crypto strategy in 2025. We deep dive into the success of the Bitcoin ETP launches, investor demand for crypto, why Samara..
In this episode, Santi joins the Bell Curve podcast to discuss current crypto market sentiment, crypto valuation frameworks, and the evolving challenges of utilizing onchain data. Enjoy!
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Follow Santi: https://x.com/santiagoroel
Follow Mike: https://twitter.com/MikeIppolito_
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Gm! This week we're joined by Edward Woodford to discuss the economics of stablecoins. We deep dive into Circle's S-1 filing, who will benefit the most from the stablecoin business model, how..
In this episode, Santi joins the Bell Curve podcast to discuss how to solve crypto's core issues. We deep dive into market conditions, stablecoins, how long-term allocators are accumulating Bitcoin & more...