Episode
My 10 Takeaways From Bitcoin Investor Week
- Podcast
- The Pomp Letter
- Published
- Feb 16, 2026
- Duration seconds
- 244
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-pomp-letter-3932923/episodes/my-10-takeaways-from-bitcoin-investor-week/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-pomp-letter-3932923/my-10-takeaways-from-bitcoin-investor-week.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Today’s letter is brought to you by MoonPay ! Join over 30 million users who trust MoonPay as their universal crypto account. We make it easy to buy and sell crypto in over 180 countries , with no-to-low fees and all your favourite payment methods like Venmo, PayPal, Apple Pay, card and more. MoonPay is the only account you need in the DeFi ecosystem. Trade, stake and build your portfolio all in one place. Start now and get zero MoonPay fees on your first transaction. To investors, I hosted Bitcoin Investor Week in New York City last week. Thousands of investors attended to hear from more than 45 speakers or meet new people at the various side events and happy hours. Conversations ranged from understanding the recent drawdown in bitcoin’s price to underwriting the odds of deflation to unpacking the convergence of artificial intelligence and bitcoin. Here are the major takeaways that I had from the week: * Bitcoin investors have been here before — many investors have previously held bitcoin through numerous drawdowns of 50% or more, so there was a lack of panic that was noticeable throughout the event. Multiple members of the media explicitly called this out to me as well. This lack of panic gives me the idea that odds are higher that the current bear market will be shallower and shorter than historical comparisons. * Institutions have arrived — past bitcoin conferences were filled with promises of institutions on the way. The conversation this year was centered around the progress that institutions have made in bitcoin, including the highly successful launch of the Bitcoin ETFs, the various public companies that hold bitcoin on their balance sheet, the accelerated adoption of digital credit, the fast growth of stablecoins, the current initiatives in tokenization, and t…