Hivemind

Stablecoins vs Deposit Tokens: A quiet war for global financial plumbing has been heating up. Stablecoins risk disintermediating banks (deposit outflows); banks counter with Deposit Tokens to capture on-chain flows. Stablecoins currently lead in adoption speed and open accessibility; Deposit Tokens bring stronger institutional trust and regulatory backing. Each has a distinct role: - Stablecoins provide cash-like flexibility and fast, global liquidity. Ideal for: retail payments, DeFi, remittances, public chain liquidity, unbanked access. - Deposit Tokens enable credit creation, embed trust and compliance, and preserve stability of trad banking. Ideal for: institutional/wholesale needs pertaining to regulated settlement, insured deposits, credit, treasury. Now, both are beginning to compete in on-chain settlement as more institutional capital flows on-chain and each aims to capture the massive tokenized RWA market opportunity. But here's the thing - Treasurers aren’t forced to choose. They will opt for a hybrid solution that best suits their needs: Stablecoins for fast, global liquidity + Deposit tokens for intra-bank and compliance-heavy flows. The future will be a hybrid coexistence. Stablecoins will dominate broader global liquidity, while Deposit Tokens will own institutional rails as RWAs scale. Stablecoins will bridge some of the gaps and interoperability will be key for frictionless conversion between the two.

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1/ Introducing Punks Terminal by Lightyear Deploy your Stash, place trait-filtered bids, purchase CryptoPunks, and manage on-chain liquidity - all from one interface Live now: punks.lightyear.build

The practical advantages of tokenized funds are operational rather than ideological. → Faster settlement → Fractional ownership → Compliance logic embedded at the token layer → Direct integration with on-chain collateral and lending systems → Cleaner audit trails, less back-office reconciliation More in our recent outlook on stablecoins and tokenization: hivemind.capital/content/stable…

There's a new trading experience coming soon for CryptoPunk collectors, built by Lightyear Reach out if you'd like to test it before public launch

Good luck to all finalists in the Digital Art Awards, taking place at Phillips Hong Kong this evening @stanleyhuo will be in attendance on behalf of Lightyear and @HivemindCap @hofagallery @phillipsauction

Feature Spotlight: Risk Management — Limits, Alerts, and Notifications Define your risk parameters once, then Blueprint monitors them continuously. ➡️ Set portfolio- or entity-level exposure limits ➡️ Track leverage, liquidity, concentration, and more ➡️ Receive real-time alerts for warnings and breaches ➡️ Push notifications to Slack, Teams, or email From market moves to internal controls, Blueprint keeps teams aligned and informed in real time. Make operations your edge. Reach out to sales@theblueprint.xyz for a demo and to learn more.

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.