Delphi Digital(@Delphi_Digital):Yan on why the tokenization wave took off faster than expected. "I don't think most people were bullish on Clarity passing just because of how polarized the government is... I was pleasantly surprised with how quickly afterwards, though, you had friendly SEC guidance that came out and kind of allowed that wave to continue."

2026.10.05 19:00

Yan on why the tokenization wave took off faster than expected. "I don't think most people were bullish on Clarity passing just because of how polarized the government is... I was pleasantly surprised with how quickly afterwards, though, you had friendly SEC guidance that came out and kind of allowed that wave to continue."

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