Simon (Delphi Research DeFi)
Member of the DeFi team at Delphi Research brought on as a guest to discuss DeFi-specific topics such as Hyperliquid, Hype unlocks, and prediction markets.
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Dec 4, 2025 • 53min
Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks
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.
