Crypto Isn't The Frontier Anymore

Podcast: The Hivemind · Delphi Media

Opublikowano: 2026-09-28

In this special in-person episode of Hivemind, Kevin joins Yan, Jose, Jason, and Ceteris to debate whether crypto is still the frontier or whether the biggest opportunities have shifted elsewhere. The team breaks down crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. They also explore AI’s investment cycle, the risks around data center expansion and frontier lab revenues, and the sectors they’re deliberately avoiding. TIMESTAMPS 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Oppo...