Alt Season is Already Here

This week on Hivemind, the team breaks down the growing altcoin rally, why risk appetite is returning on-chain, and whether the current market can keep running without Bitcoin making a major move higher.They discuss the continued strength in HYPE, Zcash, Lighter and other winners, why this is becoming an alt-picker’s market, and how tokenized stocks are creating an entirely new speculative playground across Robinhood Chain and Solana.The conversation also covers FOMO and the rise of crypto-native social trading, the dangers of chasing increasingly speculative on-chain trades, whether ETH can benefit from the tokenization wave, and why taking profits may be the most important skill for surviving multiple crypto cycles.TIMESTAMPS00:00:00 Intro00:00:30 Bitcoin Flat, Alts Ripping00:06:00 Is New Money Entering Crypto?00:10:10 The Alt-Picker’s Market00:13:20 Tokenized Stocks & the New On-Chain Meta00:21:00 Can the On-Chain Mania Last?00:43:15 ETH, HYPE & the Tokenization Trade00:51:20 Taking Profits & Managing the Bull Market01:07:30 What Could Kill the Rally?01:16:30 VVV, OpenAI & Private Inference🧠 Follow the Alpha▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠▸ Jason: ⁠https://x.com/3xliquidated⁠▸ Yan: https://x.com/YanLiberman▸ Kevin: ⁠https://x.com/Kevin_Kelly_II▸ Jose: ⁠https://x.com/ZeMariaMacedoWatch on Youtube:https://www.youtube.com/@Delphi_Digital🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/DisclaimerThis podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.