Episode Details

We unpack Bitcoin Investor Week with a focus on price stasis, policy overhang, and why public miners are eyeing HPC. AI took center stage, from autonomous trading and personal CFO agents to support teams where 12 bots outperformed 200 people.

• policy uncertainty delaying institutional flows
• technical floor talk in high 50s to low 60s
• Pomp’s interview format and standout speakers
• AI-managed portfolios and risk parameters
• AI agents replacing support and boosting CSAT
• personal AI CFO for bills, trades, guardrails
• miners pausing rig buys and pivoting to HPC
• cyclical view despite ETFs and recent drawdown
• Bitdeer earnings, hash growth, HPC pipeline
• Cipher board addition and REIT potential
• Hive results preview and targets for 2025–2026

If you’re in the New York area, we’d love to see you tonight at PubKey!

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