The Hivemind

Markets are green, AI is reshaping software in real time, and crypto is once again debating what token ownership actually means.This week on The Hivemind, the team breaks down the market melt-up, Zcash’s explosive move, the rise of AI agent infrastructure, Cursor’s rumored $60B acquisition, and the growing tension between equity and token holders after the Houdini controversy. They also dive into Pump’s buyback changes, Strategy’s latest BTC playbook, and why AI-native workflows could completely disrupt traditional SaaS.Timestamps:00:00 – Markets rip higher as geopolitical fears fade02:20 – Strategy, STRC dynamics & Michael Saylor’s BTC comments09:50 – Zcash breakout, privacy narratives & alt rotation15:40 – Venice AI (VVV) and the AI x crypto trade23:00 – Cursor’s rumored $60B acquisition & AI business models30:30 – AI agents replacing traditional software workflows40:30 – Why SaaS companies may be vulnerable in an agent-first world41:30 – The Houdini controversy & crypto token holder rights52:00 – Pump’s buyback changes, burns & token economics debate1:03:00 – What’s next for Pump, meme coin markets & crypto productsLink to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLibermanFollow Jose: https://x.com/ZeMariaMacedoFollow Kevin: https://x.com/Kevin_Kelly_II