EPISODE · Apr 29, 2026 · 21 MIN
🎙️ The Agentic Super-cycle: Corporate Fortress vs. Physical Risk
from Haia Talks (English)
In this comprehensive episode for Wednesday, April 29th, we dissect the arrival of the "Institutional Super-cycle." While retail sentiment on Polymarket remains 79% bearish, corporate titans like Jack Dorsey’s Block ($2.2B holding) and Michael Saylor’s MicroStrategy are aggressively absorbing the liquid Bitcoin supply.We explore the dawn of the "Agentic Economy" with Gemini’s new AI-native trading protocol and BitMine’s massive 5 million ETH milestone. We debate the future of DeFi recovery as Curve’s Egorov launches a "Debt-as-Asset" pool while Joe Lubin executes a personal $70M bailout for rsETH. Plus: French authorities indict 88 in a historic "wrench attack" crackdown, and Luxor signs a $100M deal to build "grid-smart" mining infrastructure.#HaiaTalks #Bitcoin #Saylor #JackDorsey #Ethereum #DeFi #AITrading #Gemini #CryptoSecurity #CurveFinance #BitMine #Macro #Supercycle🔗 More at https://haia.finance 🎧 Follow for Daily Deep Dives This episode was generated by AI.Send us Fan Mail
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In this comprehensive episode for Wednesday, April 29th, we dissect the arrival of the "Institutional Super-cycle." While retail sentiment on Polymarket remains 79% bearish, corporate titans like Jack Dorsey’s Block ($2.2B holding) and Michael Saylor’s MicroStrategy are aggressively absorbing the liquid Bitcoin supply. We explore the dawn of the "Agentic Economy" with Gemini’s new AI-native trading protocol and BitMine’s massive 5 million ETH milestone. We debate the future of DeFi recovery a...
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🎙️ The Agentic Super-cycle: Corporate Fortress vs. Physical Risk
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