Empire Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks
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Dec 4, 2025 Simon from Delphi Research, a DeFi expert, discusses the fascinating interplay between Bitcoin's future stability and quantum computing threats. The panel evaluates whether the market has truly bottomed and the implications of MicroStrategy's strategies. They also delve into the rise of AI agents capable of detecting vulnerabilities in smart contracts. Hyperliquid unlocks are scrutinized for their impact on token sell pressure, and the potential of prediction markets is explored, highlighting competition among platforms like Kalshi and Polymarket.
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Cautious Optimism On Year‑End Bounce
- Bitcoin may be stabilizing around $90–94k but it's too early to call a sustained Santa Rally.
- Positioning is wrecked and relief rallies will be cut quickly if price takes out daily lows.
MicroStrategy No Longer A Big Buy Catalyst
- MicroStrategy's recent presentation removed near‑term solvency fears by showing ~2 years of cash for interest.
- That shifts MicroStrategy from a dominant bullish force to a neutral market factor, tightening Bitcoin's range.
Quantum Presents A Social, Not Just Technical, Risk
- Quantum computing moved from theory toward plausible mid‑2030s timelines, raising real risk to on‑chain keys.
- Q‑day poses a unique dilemma: ~20% of supply could become a honeypot and prompt hard social choices.