๐ฅ Day 2 of in Miami and the alpha is already hitting different.
Markets? Shifting.
Policy? Unpredictable.
AI x Bitcoin narratives? Getting weird (in a good way).
The convos off-stage are louder than the panels. The real alpha isn't in the slides โ it's in the side chats over cafecito.
๐ Macro chop.
๐ง AI agents stacking sats.
๐บ๐ธ Policy pivots inbound.
๐ Bitcoin as the neutral zone.
If you're not reshaping your thesis real-time this week, you're falling behind.
Alpha loadingโฆ stay locked. ๐งกโก