Speaker’s stage appereances
Keynote
Bitcoin, an Investment Thesis. Traditional and better ways to access the opportunity
Bitcoin is not about “crypto” and “blockchain””. Yves will present a summary of TOBAM’s Bitcoin investment thesis written in 2016 and unchanged since then. In March 2025 TOBAM published an academic paper” “Accounting for the performance of (Micro)Strategy. Yves will present TOBAM’s take on traditional and better ways to access the Bitcoin opportunity.
Main stage
Thu, 16:40