As The Bridge wraps up, conversations shifted from markets to the psychology of crypto investing, setting the tone for the next wave of institutional adoption. Here’s how the final session unfolded. Passive Flows, Active Impact: Do ETFs and DATs Distort Crypto Markets? With @ShiliangTang (@monarq_mgmt), Maxime Seiler (@stsdigital_io), @zhang_matt (@HivemindCap), Eric Rose (@StoneX_Official), and Joshua Hecht (@IntrinsicInv). This panel explored whether ETFs and DATs are stabilizing or skewing crypto markets.
Blockchain’s Next Industry: The Big One (Presented by @tezos) Johan Lundberg (@TG3) delivered a keynote exploring blockchain's next major industry frontier, before joining Mike Schroeder( @TheTieIO ), for a fireside chat on how institutional integration is driving blockchain adoption across traditional markets.
The Beta Problem: Are Crypto Hedge Funds Just Levered Index Trackers? @mattshap1 (Multicoin Capital), Colin Jones (@OuterlandsCap), Mitchell Ulman (@numeusxyz), Max Williams (Runa Digital Assets), and @Vir_Anand (@KronosResearch) debated whether crypto hedge funds truly deliver alpha or simply package market beta.
Redefining Yield and Risk in Institutional Crypto Through Secure Rails (Presented by @BTC_OS) Elan Nahari (@BTC_OS) and @MarcHochstein (@GalaxyDigital) explored how secure, compliant infrastructure can redefine control and yield in institutional Bitcoin. Their fireside chat focused on bridging traditional safeguards with decentralized efficiency. And how next-gen systems like BOS are enabling on-chain yield without sacrificing custody or security.
@tezos @tg3 @mattshap1 @OuterlandsCap @numeusxyz @Vir_Anand @KronosResearch @BTC_OS @MarcHochstein @GalaxyDigital Behavioral Alpha: The Power of Narratives in Crypto Michael Ashby (AlgoQuant), @avifelman (Radhan Road), @Ray_scale (@Grayscale), and Purvi Maniar (@LaserDigital_) closed the day by unpacking how narratives shape sentiment, capital flows, and performance.
@tezos @tg3 @mattshap1 @OuterlandsCap @numeusxyz @Vir_Anand @KronosResearch @BTC_OS @MarcHochstein @GalaxyDigital @AviFelman @Ray_scale @Grayscale @LaserDigital_ Thank you to all speakers, sponsors, and attendees who made it possible. Now: time to connect, unwind, and celebrate at our onsite happy hour!
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