October 7, 2026 | 2:00pm ET | 1 CE Credit

The Compute Bottleneck: Positioning Client Portfolios for AI's Next Scarce Resource

Join us as we discuss:

  • What is AI compute: where does it fit in the AI economy and ecosystem?
  • The AI compute supply/demand imbalance: Why rising demand for AI compute is colliding with physical and potentially social/political limits to rapid data center construction, and what this structural gap means for markets over the next several years.
  • The Bitcoin miner-to-AI-infrastructure pivot: Why many of these AI compute firms are current or former Bitcoin/crypto miners, and how their existing power and grid connections are being redeployed for AI workloads
  • Ways to gain exposure to this theme: what role does this exposure play in portfolios and how advisors can introduce this theme to clients.

Speakers

Kyle DaCruz

Head of Product Development

Grayscale

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Will Ogden Moore

Senior Research Associate

Grayscale

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Research & Insights

Whether you're new to crypto or a seasoned pro, our library of educational resources will deepen your understanding of the technology that's changing the world.

The Macro Case for Crypto

For fiat currencies, credibility is paramount. Today, because of high public debt, rising bond yields, and an inability to control deficit spending, the U.S. government’s commitment to ensure low inflation may no longer be fully credible.

Staking 101

Staking is more than a way to earn rewards—it is the foundation of security and economic design in modern blockchains. When participants stake, they commit capital that protects the network, while earning variable returns linked to network activity.

Solana: Crypto’s Financial Bazaar

Solana is a smart contract platform blockchain that stands out for the depth and diversity of its on-chain activity. Today it’s the category leader in terms of users, transaction volume, and transaction fees — arguably the three most important measures of blockchain activity.

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