In today's Hivemind episode Jose, Ceteris, Yan, and Duncan dive deep into three major narratives shaping crypto. They start with China's DeepSeek breakthrough, explore its ripple effects on AI token valuations and broader market sentiment. They then shift to an analysis of Solana's upcoming unlocks, breaking down timing, market impact, and why it might be over-indexed. Finally, they examine whether this cycle has peaked through the lens of Howard Marks' bubble indicators, discuss the rise of fundamentals-driven tokens, and explore what BlackRock's real-world asset tokenization could mean for crypto. Thanks for tuning in!
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Timestamps:
(0:00) Introduction
(2:12) Deepseek's Market Impact
(9:37) How Far Away is a BTC Reserve?
(13:52) Are AI Coins Dead?
(24:18) Solana's Unlock & App Moat
(32:11) How Are We Positioned?
(44:45) Macro Catalysts for Crypto
(46:53) Is the Cycle Over?
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
