Hivemind

Hivemind Capital Partners is a global investment group operating at the intersection of traditional finance and the onchain economy.

[Hivemind @HivemindCap]

8/The takeaway: the rails are abstracting into the background.

The next wave of trillion-dollar financial companies won't lead with blockchain. They'll lead with what blockchain makes possible.

🔗 Full report: https://t.co/vRzMDkpNIQ

[Hivemind @HivemindCap]

1/ Stablecoins and tokenized deposits moved over $50 trillion last year.

Most of it for payments, not speculation.

The "crypto vs. banking" debate is over. They're banking infrastructure now.

So we mapped the sector: Blockchain-Enabled & Stablecoin Banking.

Some of our most striking findings 🧵⬇️

[Hivemind @HivemindCap]

7/ The forecast:

BCG models neobanking at 53.4% CAGR, reaching a $2T market by 2030. Citi projects stablecoin issuance at $1.6T–$3.7T in the same window.

The moat is no longer speed. It's capital + compliance.

[Hivemind @HivemindCap]

Blockchain's defining properties are also its biggest compliance liability.

Permissionless. Borderless. Pseudonymous.

For years, tokenization looked like a binary choice: strip blockchain of its native properties to satisfy regulators, or preserve them at the cost of compliance.

That framing is now obsolete.

In her latest legal brief, Associate Counsel Maria Samson explains why.

Read the full analysis: https://t.co/x1HaTv8N8F

[Hivemind @HivemindCap]

Howdy!

Cowboy CryptoPunk #5381 joins Hivemind Digital Culture Fund

[Hivemind @HivemindCap]

We are pleased to announce that Hivemind Capital Partners UK LLP received authorization from the UK Financial Conduct Authority (FCA) to operate as an Alternative Investment Fund Manager as of May 1, 2026.

FCA authorization reflects the firm's high standards in respect of its compliance and internal controls, risk management systems, and reporting and transparency obligations.

For Hivemind and its affiliates, now regulated in both the U.S. and the U.K., it is a testament to our institutional standard and focus, our commitment to our existing partners, and firmly positions us for the next phase of growth. More updates to follow!

[Hivemind @HivemindCap]

Welcome to the Hivemind Digital Culture Fund, Grifter #611

Shady set complete

Grifters gonna grift!

[Kayla Phillips @kay_phillips_]

Some thoughts from @consensus2026 …

Despite all the buzzy headlines, sentiment was pretty weak. Clarity Act progressed, Haun Ventures and a16z Crypto announced new mega funds, Bullish acquired Equiniti for $4.2B, and Kraken acquired Reap for $600M. Yet, sentiment on the ground was mixed/bearish. All people wanted to talk about is AI. Coinbase layoffs didn't help the mood and reinforced some people's fears on what opportunities are still left in crypto (I still think there are plenty fwiw!).

Other takeaways:
- Lots of suits for a crypto conference. Crowd was mostly tradfi institutions, fintechs, and crypto corporates; very few startup founders. General theme was 'tokenization of everything.'
- Trad institutions seem to be looking at each other to figure out their own next steps; copying each other's next moves or following similar strategies across custody, tokenization, stablecoin acceptance, trading.
- Most former crypto funds are now doing crypto & AI.
- VCs don't have much to share in terms of theses or new deals. Not much deployment happening. Lots of VCs raising. Though, outside of the mega VC funds announced this week, a number of other VCs have recently closed their raises and haven't announced them yet. So we will hopefully see an uptick in new startup funding over the second half of the yr.
- Some policy folks think Clarity could be passed as early as end of May.
- Mastercard vs Visa: Mastercard is very focused on B2B payments expansion while Visa aims to dominate agentic commerce.
- Tradfi brokerages aren't just competing against each other; they see Coinbase, Kraken, and Robinhood as their direct competition and are closely tracking their moves.
- In terms of chains, Canton stole the show. Lots of chatter about partnering and building on Canton; little mention of any other chains.

Patterns I noticed:
- More sophisticated onchain RWA infrastructure is emerging to improve liquidity, risk management, mandate enforcement, and execution (@Corkprotocol @redstone_defi @rowa_finance @temple_ny)
- Interest in compute derivatives, as well as solving for data center imposed constraints on energy, water, etc.
- Similar dynamic is forming with cross-border access to tokenized assets like we've seen with cross-border payments. The leaders will be those that carve out dominance within a specific, sufficiently large geo or corridor. For tokenized equities specifically, the leaders are currently being determined as they compete for market share to bridge US equities to Singapore, HK, and UAE.

[Blueprint @BlueprintInfra]

What do you do when digital assets appear on your balance sheet overnight?

Finance and operations teams are increasingly encountering this reality and discovering that digital assets require a new type of operational framework.

Our latest post shares a practical guide on setting up a digital asset stack from the ground up, giving teams clarity and confidence on where to begin. ⤵️

https://t.co/3LkpeQiNrx

[Mpost Media Group @mpost_io]

"When Everything Becomes Liquid" on the HSC Hong Kong stage🔥

From real estate to private credit, our panelists are digging into what it actually takes to move real-world assets onchain at scale — compliance, custody, secondary markets, and what institutional investors expect before they commit

Moderator:
Aleksandra Fetisova (@daosasha), Venture Partner, HSC Asset Group

Speakers:
Bugra Celik, Head of Digital Assets & Currencies, Global Macro, @HSBC
Gillian Wu, Founder & GM, @Mulana_IM
Stanley Huo (@stanleyhuo), Partner, Head of Asia @HivemindCap
Cleo Cui, Associate Partner, @HashKey_Global
RWA
Florian M Spiegl (@fmspiegl), Founder & CEO, @EvidentCapital

Tokenization is moving from pilot to production. Today's panel showed exactly what that transition demands

[Hivemind @HivemindCap]

One of the most important structural shifts in digital asset markets is where price discovery actually happens.

Read on to understand why derivatives (not spot markets) are driving crypto volatility.

https://t.co/uZgRx2ABzR

[Kayla Phillips @kay_phillips_]

We are actively investing in pre-seed through series B deals at @HivemindCap.

My DMs are open if you’re a founder building something interesting

[Kayla Phillips @kay_phillips_]

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.

[Blueprint @BlueprintInfra]

Blueprint has the first and only Solana staking platform purpose-built for AI agents.

This is not liquid staking. No derivative tokens. Native Solana staking where your agent’s wallet is the full authority.

🔗 Learn More: https://t.co/cxnung9L5g

[Lightyear @LightyearBuild]

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: https://t.co/Fohv1R8v4q