New Hivemind pod dropped — actually worth your time this week.
Key alpha:
• Onchain activity heating up again — could this be the fuel for the next leg up?
• Small/mid caps looking juicier than majors right now — rotation incoming?
• Crypto vs AI for spec capital — who wins the degen dollar war?
• RWAs, $HYPE, tokenized stocks — where's the real value accrual?
• FWA experiment breakdown
If you're trying to position for the next move, this covers the macro shifts that actually matter. Not just hopium — real liquidity and narrative rotation talk.
Key alpha:
• Onchain activity heating up again — could this be the fuel for the next leg up?
• Small/mid caps looking juicier than majors right now — rotation incoming?
• Crypto vs AI for spec capital — who wins the degen dollar war?
• RWAs, $HYPE, tokenized stocks — where's the real value accrual?
• FWA experiment breakdown
If you're trying to position for the next move, this covers the macro shifts that actually matter. Not just hopium — real liquidity and narrative rotation talk.