Total Value Unlocked - A Hivemind Podcast

Welcome to Season 2 of Total Value Unlocked. This season we'll be zooming in on Market Infrastructure: the foundational tools, systems, and platforms that power institutional digital asset markets from behind the scenes. To kick off, our host, Matt Zhang, Founder of Hivemind Capital, sits down with Raghu Yarlagadda, Co-Founder and CEO of FalconX, one of the largest digital asset brokers: We cover: - Why tokenized dollars (stablecoins) may become the dominant settlement rail- How FalconX scaled trillions in volume with only 25 ops staff- Insights from attending the first-ever White House Digital Asset Summit.- What “risk isolation” means and why it’s the missing piece- The bold bets Raghu made in 2018 (2 out of 3 have already come true)- The intersection of open-source AI and crypto incentivesTimestamps: 2:30 – The three pillars of FalconX and why derivatives are taking over6:00 – Institutional conviction in Bitcoin and why it's growing8:00 – What makes this market cycle structurally different13:15 – Why consolidation is accelerating in crypto and how FalconX is navigating it17:45 – The original 3 statements Raghu made in 2018—and how they’re playing out20:45 – Inside the first-ever White House Digital Asset Summit26:00 – The case for a fairer regulatory playing field in the U.S.28:45 – Tokenization = a 10x efficiency boost for ops33:30 – Why stablecoins will find PMF first in developing markets36:00 – AI meets crypto: solving the open-source incentive problem43:00 – The mindset that built FalconX into a market leader44:30 – The missing piece in infrastructure: risk isolation

In this episode, we’re joined by Charles Adkins, CEO of the HBAR Foundation, to explore how Hedera is evolving beyond its reputation as an enterprise blockchain—positioning itself for broader adoption across AI, DePin, RWAs, and more.Charles shares his unique journey from Morgan Stanley to Polygon, Aptos, and ultimately Hedera, and gives us an inside look at the strategy and technology behind Hedera's growth. From Hedera’s decentralization roadmap to the advantages of fixed gas fees and fair ordering, Charles explains why Hedera is uniquely positioned to serve both builders and institutions at scale.In this episode:00:26 – Hedera’s evolution beyond enterprise01:58 – Charles' Career journey: Finance → Consumer Brands → Web307:49 – Hedera’s shift towards retail users & builders11:03 – Decentralization roadmap explained15:39 – How Hedera’s DAG & aBFT consensus stand out21:20 – Fixed gas fees: why predictability matters26:43 – Hedera’s edge in AI, DePin, RWAs34:46 – Long-term vision: Hedera as a public utility37:44 – Charles’ bold predictions for Hedera’s futureAs a reminder, none of this discussion should be taken as investment or financial advice. Please refer to our website for more information or contact Hivemind directly for our list of investments

Welcome to Total Value Unlocked a podcast from Hivemind where we explore the technologies and ideas shaping the future of the internet and money, and how we unlock their potential. Hosted by, Matt Zhang, Founder of Hivemind, this season, we're focusing on the backbone of web3: blockchain protocols.Today we speak with John Wu, President of Ava Labs, who shares his perspective on Avalanche’s modular design, the rise of tokenized assets, and impact of the upcoming Avalanche 9000 upgrade.==Time Stamps:2:10 John's background and the interplay between finance and technology industries3:19 What was missing from traditional finance that Blockchain can fix?4:26 What lead John to Ava Labs and what first stood out to him?7:33 What had Avalanche's Journey looked like so far - what has lead to it's success?10:17 Monolithic vs Modular11:45 How does Avalanche's infrastructure influence the type of apps being built on Avalanche13:47 Work with institutions and the RWA/Stablecoin space15:48 Avalanche 900016:47 Key Challenges Avalanche 9000 sets out to solve17:42 Avalanche Summit20:00 Ava Labs Role & Building the Ecosystem for Developers22:37 Subnets vs Mainchain24:06 Blockchain and Gaming - Building a Social Fabric26:47 Avalanche in context of broader ecosystem28:34 Ironic Tribalism32:16 Advice for builders and entrepreneurs in the space27:00 Taking Blockchain Mainstream39:30 Biggest Milestone for Avalanche looking ahead40:12 Johns Boldest Prediction41:22 Matt's Boldest Prediction44:50 What happens to money in an AI economyAs a reminder, none of this discussion should be taken as investment or financial advice. Please refer to our website for more information or contact Hivemind directly for our list of investments

Welcome to Total Value Unlocked a brand-new podcast from Hivemind where we explore the technologies and ideas shaping the future of the internet and money, and how we unlock their potential. Hosted by, Matt Zhang, Founder of Hivemind, this season, we're focusing on the backbone of web3: blockchain protocols.In the latest episode of Total Value Unlocked, we sit down with Lily Liu, President of the Solana Foundation, to discuss Solana’s rise, how they are building a strong community, the importance of infrastructure with a consumer focus, and Lily’s vision for her crypto firm, Anagram.Time Stamps: 00:00 Intro01:27 Lily's Background04:11 How Web3 Philosophy Influences Lily's Approach06:40 Anagram - Why Lily's Founded it and what it aims to do10:00 Juggling Solana and Anagram13:32 What is behind Solana's Rapid Growth?17:34 Differentiating SOL from BTC and ETH23:13 Monolithic vs Modular Approach27:43 The Role of the Foundation34:19 What are builders looking for in an ecosystem41:00 Breakpoint and Major Trends43:50 Retail Community on SOL45:35 SOL's role in wider Web3 World - Interoperability50:07 What will SOL unlock and Lily's Boldest PredictionAs a reminder, none of this discussion should be taken as investment or financial advice. Please refer to our website for more information or contact Hivemind directly for our list of investments

Muneeb Ali, co-founder of Stacks and CEO of Trust Machines, discusses the evolution of Bitcoin Layer 2 solutions and his journey into the cryptocurrency space. He dives into how Stacks enhances Bitcoin's scalability and programmability with smart contracts. The conversation contrasts Bitcoin and Ethereum's philosophical differences, while also exploring Stacks' unique tokenomics and community-building efforts. Muneeb shares bold predictions for the future of Bitcoin and the pivotal role of Layer 2 solutions in unlocking Bitcoin's full potential.