About this episode

André Dragosch discusses the shift of institutional investment from AI to crypto, particularly Bitcoin, during a live conversation at Bitcoin Prague.

EPISODE DESCRIPTION I sat down with André Dragosch, European Head of Research at Bitwise Investments, live at Bitcoin Prague in the Czech Republic. Bitwise manages over $11 billion in AUM and Andre breaks down exactly why institutional investors are quietly rotating capital out of AI stocks and into crypto assets right now. We dig into why Bitcoin behaves more like a CDS on sovereign bonds than an equity hedge, how ETPs solve the custody headache for family offices and pension funds, and why the K-shaped economy in the US is actually one of the most bullish setups Bitcoin has ever seen. Andre also shares where Bitwise is expanding next, including staking on Ethereum and Solana and curated vault strategies. This is one of the most grounded, data-driven macro conversations I have had on the show and I think you will get a lot out of it. DISCLAIMER Nothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/ CONNECT Bitwise Investments Website…

People in this episode

Host: Sam Kamani

Guest: André Dragosch

Topics covered

• crypto
• AI
• institutional investment
• Bitcoin
• economic trends

Keywords

• crypto assets
• institutional investors
• Bitcoin
• AI stocks
• Bitwise Investments
• economic trends
• Ethereum
• Solana

Mentioned in this episode

Organizations: Bitwise Investments

Places: Czech Republic

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