Hivemind

Price is cyclical. Settlement infrastructure is not. Stablecoins closed 2025 at $311B, up roughly 50% year on year, through a volatile Q4. Speculative layers of the market fluctuate. The monetary and collateral layers are becoming structural. Read our latest piece on what the build-out of onchain payment and collateral rails means for investors: hivemind.capital/content/stable…

Ethereum's Surge roadmap targets 100,000 transactions per second on rollups. Here's how the recent Fusaka upgrade advanced that goal: ➡️ PeerDAS, the core feature and named roadmap checkpoint, bridges basic and full rollup scaling ➡️ Nodes verify blob availability through sampling rather than full download ➡️ Blob throughput expands without proportionally raising the cost of running a full node Our latest piece breaks down what that means for rollup economics and the long-term investment case: hivemind.capital/content/ethere…

@HivemindCap 1️⃣ A New Treasury Approach AVAX One is a publicly traded Avalanche treasury company focused on productive capital allocation. Through this deployment via @HivemindCap, its AVAX holdings are now participating in Treehouse’s Avalanche-native yield infrastructure.

AVAX is partnering with @TreehouseFi, a digital assets infrastructure firm, to expand the Company’s yield-generating capabilities on its $AVAX holdings. Learn more: ir.avax-one.com/news/?qmodStor…

As asset manager to @avax_one, Hivemind helped deploy 800,000+ AVAX into @TreehouseFi's tAVAX yield strategy - a step toward scalable, institutional-grade onchain capital allocation. The infrastructure for the next phase of digital asset adoption is being built now.

"Ethereum's long-term investment case does not rest on a single catalyst or wrapper. It rests on whether a decentralized settlement network can continue to scale without surrendering neutrality, auditability, or broad participation." Fusaka just provided a real-world test of that proposition. Read more about how PeerDAS, blob pricing, and account abstraction are reshaping Ethereum's architecture as a neutral settlement layer → 🔗: hivemind.capital/content/ethere…

Feature Spotlight: Transaction Reconciliation Trust starts with transparency. Blueprint automatically records and reconciles every transaction across exchanges, wallets, and protocols. ➡️Standardized transaction history across all sources ➡️Automated roll-forwards to validate ending balances ➡️Live reconciliation against observed positions ➡️Manual adjustments for full audit control From operations to finance, Blueprint ensures what you see always matches what’s actually onchain. Make operations your edge. Reach out to sales@theblueprint.xyz for a demo and to learn more.

THE FUD joins four other iconic SuperRare 1/1s in our collection DANKRUPT SOME OTHER ASSHOLE DECAY CITIZENS!

THE FUD 2022 SuperRare 1/1 by @XCOPYART Now proudly part of the Hivemind Digital Culture Fund

An RWA milestone that caught my eye: Tokenized real-world assets (excl. stablecoins) have now surpassed $25B (4x growth YoY), as institutional capital formation meets blockchain efficiency at scale. Asset-class diversification is accelerating, with 6 categories now exceeding $1B+ on-chain: US Treasuries, private credit, commodities, corp bonds, institutional alt funds, and non-US gov debt. However, growth is still heavily concentrated on the supply side. Phase 1 of RWA adoption - issuance - continues to ramp up fast, while Phase 2 - secondary market liquidity and defi composability - remains some way off. The biggest wins will ultimately go to the teams that crack compliant integration and deliver meaningful post-issuance utility. coindesk.com/markets/2026/0…

Last week, @HivemindCap 's venture team hosted @Columbia_Biz MBA & MS students, discussing frontier tech, investment strategies, and a changing landscape with AI at the forefront. We also introduced Hivemind's new university program, which centers on bringing academic research from lab to market. We're excited to announce more about this program publicly soon!

The stablecoin yield restriction sits at the nexus of three powerful interests: → crypto platforms seeking revenue diversification → traditional banks protecting deposit market share → regulators concerned about systemic risk Unpack the CLARITY Act stalemate, what it means, and what comes next: hivemind.capital/content/the-cl…

Feature Spotlight: Custom Dashboards Different teams care about different metrics. Blueprint dashboards let you define what matters - and see it all in one place. ➡️Build fully customizable dashboard layouts ➡️Add any platform output: positions, asset prices, risk metrics, P&L, and more ➡️Save and share dashboards across teams and roles Blueprint dashboards turn fragmented data into a single command center, tailored to how your firm operates. Make operations your edge. Reach out to sales@theblueprint.xyz for a demo and to learn more.

Crypto is the most transparent industry in the world. And yet, nobody can agree on what "real traction" actually looks like. TVL goes up. Users don't come. Volume spikes. Retention drops. On-chain tells you what happened. It doesn't tell you why it matters. That's exactly what this panel is unpacking. Moderated by @AsafNadler: @caprioleio | @galaxyhq | @HivemindCap | @FTI_Global cc: Panel organized by Hackseasons @mpost_io

grifters stay grifting @HivemindCap Digital Culture Fund is the first full set Wretch collector with the addition of Yellow Wretch Grifter 66 Love the Rager and Blue Pill Noise on the trio

Today, @avax_one reported preliminary FY2025 financial results, and introduced financial guidance for fiscal year 2026. Pleased to share that after completing the PIPE transaction in November 2025 to become an @avax focused digital treasury company, AVAX One is expecting to increase revenue by 500% in 2026 and become EBITDA positive, even at current market condition and prices. When AVAX One launched the DAT strategy, it was a deliberate choice to meticulously focusing on the company's operating expenses so we can run a sustainable digital asset treasury strategy even in a prolonged market downturn. The management has done a superb job so far to keep the team lean, to keep operations efficient, and to make the assets in our treasury extremely productive. In addition, pleased to announce that the company has bought back more than 2.4 million stocks in the past couple of months under its $40 million share repurchase program. The company believes the market is currently reflecting a disconnect between its share price and intrinsic value of the business, and hence a compelling opportunity to deploy capital for its shareholders. For further details, please find press release below.

Fidenza #19 is now part of the Hivemind Digital Culture Fund One of the most distinct outputs in the collection, #19 brings Hivemind to 7 of 34 Sharps and 30 Fidenza total

After years of regulatory ambiguity, comprehensive U.S. federal crypto legislation appeared imminent. Then it wasn't. In July 2025, The CLARITY Act passed the House 294-134 with rare bipartisan support. Then, in January 2026, the Senate postponed its scheduled markup indefinitely. For institutional allocators, the stalemate is worth examining closely. The provisions causing the delay fall unevenly across the industry. The fault lines reveal which business models depend on regulatory gray areas and which are built for whatever framework ultimately emerges. We break down what happened, why it stalled, and what it means for digital asset managers navigating this environment. Read our full analysis: hivemind.capital/content/the-cl…

As digital asset holdings grow, so does the complexity of managing them. Blueprint gives institutions a single platform to handle it all, from staking infrastructure to portfolio oversight to reporting. All your digital assets. Operating as one. Learn more at theblueprint.xyz

Founder Readiness: How to Raise a Pre-Seed/Seed Round by: - @mickey_graham from @metalayervc - Aryan Sheikhalian from @CMT_Digital - @kay_phillips_ from @HivemindCap - Alexander Essle from @Maven11Capital Full Video Below 👇🧵