2025-01-31 –, Event Space
Alex Thorn, Brandon Bailey, Drew Armstrong explore the dynamics of Bitcoin in public markets. Topics will include discussion into how ETFs provide investment access, MicroStrategy's role as a corporate Bitcoin holder, and the evolving landscape for miners, offering insights into market trends and regulatory hurdles yet to be surmounted.
Drew Armstrong is the President and COO of Cathedra Bitcoin, a company that develops and operates digital infrastructure assets with the goal of maximizing the Company's per-share bitcoin holdings. Prior to joining Cathedra, he was a founding member of Galaxy Digital’s bitcoin mining business. Drew is also a founding partner of Pubkey.
Alex Thorn is Head of Firmwide Research at Galaxy Digital. At Galaxy, Alex leads a team of researchers dedicated to understanding and unpacking developments in the cryptocurrency ecosystem, producing insights for internal and external audiences. Prior to joining Galaxy Digital, Alex spent 12 years at Fidelity Investments, most recently co-managing Avon Ventures, the early-stage crypto venture fund affiliated with FMR LLC, the parent company of Fidelity Investments. Before that, Alex was Director of Blockchain Research at Fidelity Center for Applied Technology where he directed technology experimentation and published research on the cryptocurrency and blockchain ecosystem. Alex has a B.A. in Political Science from Vanderbilt University.
Brandon is a Co-Founder of Second Gate a boutique advisory firm offering tailored financial services across the bitcoin and mining industry. Prior to starting Second Gate Brandon was a VP on the Mining team at Galaxy where he focused on mining research, strategic investments, and special projects.
Rory is the Director of Digital Asset Management for CleanSpark, where he focuses on Bitcoin Treasury management and general capital strategy. He previously worked at Discovery Capital, a global macro fund, where he was a member of the investment team responsible for managing risk and trading a wide range of products across international and domestic markets. As a hedge fund veteran and CFA Charterholder, he brings a distinct maturity to the intersection of Bitcoin and financial markets.