Delphi Digital(@Delphi_Digital):Yan explains the bind frontier AI labs are in. "It's a race to stay ahead, and if you optimize for profitability, you'll fall behind. So they need to keep telling this growth story that the market will keep buying. But it can be a rough unwind for sure."

2026.10.06 18:00

Yan explains the bind frontier AI labs are in. "It's a race to stay ahead, and if you optimize for profitability, you'll fall behind. So they need to keep telling this growth story that the market will keep buying. But it can be a rough unwind for sure."

Delphi Digital@Delphi_Digital

2026.09.28 15:00

A new episode of Hivemind is out now! In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. Timestamps: 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next