A new episode of Hivemind is live! This week, the team discusses whether renewed onchain activity can fuel a broader rally, why small and mid caps may offer better opportunities than the majors, and the competition between crypto and AI for speculative capital. Timestamps: 00:00:50 Is Onchain Finally Coming Back? 00:09:05 Who Buys Bitcoin Next? 00:21:55 Where Does Crypto Value Accrue? 00:28:45 Majors vs. Small Caps 00:35:30 Crypto vs. AI 00:47:05 RWAs, HYPE & Tokenized Stocks 00:55:55 The FWA Experiment(Delphi Digital)