Agenda 2026
The Hemi Stage · September 28, 2026 · SECOND, New York
Morning
8:00 AM to 10:10 AM
8:00 – 8:45 AM
Doors Open and Registration
8:50 – 9:00 AM
MSTR Class
The State of Bitcoin Treasuries
- Nolan Bauerle (Bitcoin Treasuries)
9:00 – 9:30 AM
Fireside
Trillions: Institutional Bitcoin Adoption
- Matt Cole (Strive)
- Ric Edelman
- Moderated by Matt Sigel (Van Eck)
9:30 – 9:35 AM
Lightning Talk
How to Hide Your Bitcoin Strategy
- Janusz (LX Research)
9:35 – 10:05 AM
Fireside
BlackRock’s Vision for Bitcoin
- Robert Mitchnick (BlackRock)
- British HODL
10:05 – 10:10 AM
Lightning Talk
A New Standard for Qualified Custody
- Rob Hamilton
- Becca Rubenfeld (AnchorWatch)
Late Morning
10:10 AM to 12:00 PM
10:10 – 10:40 AM
Panel
What Breaks Bitcoin’s Security
- Isabel Foxen Duke (MARA)
- Jeff Garzik (Hemi)
- Dan Held
- Moderated by Camila Grigera Naón (Fortune)
10:40 – 10:50 AM
MSTR Class
Strategy’s 10-Year Strategy
- Adrian Morris (True North Podcast)
10:50 – 11:20 AM
Panel
Coiled Spring: How Bitcoin Goes Parabolic
- Mike Alfred (Alpine Fox)
- Mike Flaum (Log Scale Investments)
- Jordi Visser (Visser Labs)
- Moderated by Tad Smith
11:20 – 11:25 AM
Lightning Talk
Buy the Company, Keep the Bitcoin: A New M&A Thesis
- Scott Ellam (XCE)
11:25 – 11:55 AM
Panel
Digital Credit: The Killer App for Bitcoin
- Khing Oei (Treasury)
- Scott Ellam (XCE)
- Nico Lechuga (Orange Juice)
- Moderated by Tim Kotzman (Bitcoin Treasuries)
11:55 AM – 12:00 PM
Lightning Talk
Real Digital Credit: The First S&P-Rated Bitcoin Bond
- Mauricio Di Bartolomeo (Ledn)
Midday
12:00 PM to 2:45 PM
12:00 – 12:30 PM
Panel
Hurdle Rate Podcast Live
- Joe Burnett
- Ben Werkman
- Jeff Walton
- Matt Cole
12:30 – 1:30 PM
Lunch
Dishing Up Bitcoin Lunch
- Sponsored by DDC Enterprise
1:30 – 2:00 PM
Panel
Shareholders vs. Insiders
- Amanda Fabiano (Nakamoto)
- Gui Gomes (Oranje)
- Sean Bill (BSTR)
- Moderated by Danny Knowles (What Bitcoin Did)
2:00 – 2:10 PM
MSTR Class
The Problem Isn’t Bitcoin. It’s the Balance Sheet
- Michael Mescher (Gammon Capital)
2:10 – 2:15 PM
Lightning Talk
Bitcoin’s Real Yield Revealed
- Neil Bergquist (Coinme)
2:15 – 2:45 PM
Panel
Multiplying Bitcoin: The Mechanics of Balance Sheet Magic
- Tim Enneking (Psalion Capital)
- Grant Leslie (Coinme)
- Matt Roszak (Bloq)
- Moderated by Marc Hochstein (Galaxy)
Afternoon
2:45 PM to 4:05 PM
2:45 – 2:50 PM
Lightning Talk
Bitcoin-Backed Lending Enters the Wall Street Era
- Himanshu Sahay (Arch Lending)
2:50 – 2:55 PM
Lightning Talk
A DAT Built to Time the Bottom
- Michael Terpin (Supercycle Finance)
2:55 – 3:25 PM
Panel
When DATs and DeFi Collide
- Jeff Park (ParaFi Capital)
- Bill Barhydt (Abra)
- Alex Miller (Stacks Labs)
- Moderated by Lea Thompson (Cake Wallet)
3:25 – 3:35 PM
MSTR Class
DATs in an ETF World
- Eric Balchunas (Bloomberg Intelligence)
3:35 – 4:00 PM
Panel
The Next Wall Street Bitcoin Narrative
- Norma Chu (DDC Enterprise)
- Katie Stockton (Fairlead Strategies)
- Jim Ferraioli (Charles Schwab)
- Moderated by John Hyatt (Forbes)
4:00 – 4:05 PM
Networking Break
Closing
4:05 PM to 6:00 PM
4:05 – 4:10 PM
Lightning Talk
Shielded Bitcoin: Private Transfers on Bitcoin L1
- Clara Shikhelman ([[alloc] init])
4:10 – 5:00 PM
Fireside
$500 Trillion: Bitcoin in the World’s Largest Market
- Grant Cardone (Cardone Capital)
- Anthony Bassili (Coinbase Wealth Management)
- Leon Wankum (Author, Digital Real Estate)
- Moderated by Mason Borda (Standard Asset Company)
5:00 – 5:20 PM
Solo Talk
A New Way to Buy Bitcoin
- Marc Dumpff (BTCNOW)
5:20 – 5:45 PM
Fireside
The XXI Capital Comeback
- Raphael Zagury (XXI Capital)
- Rizzo (Bitcoin Treasuries)
5:55 – 6:00 PM
Closing Remarks
- Ed Juline
- Tim Kotzman (Bitcoin Treasuries)
Times are Eastern. The agenda can change before the day.