C
ceteris
@ceterispar1bus
fun ep. markets, zec ironwood, ai, fwa and more
@
A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling
· 2.7K Views
10 Likes
replies
reposts
likes