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▶ 9:54 · $COIN · Coinbase held up as regulated exchange model with no major scandals
episode briefing
itnig

Bitcoin, Tecnología, regulación y dinero: una tertulia con Leif Ferreira

2026-05-01 · 9 company · 6 thematic
sentiment
8 bull0 bear1 neu
speakers
leif ferreira

Software developer turned crypto entrepreneur; founded Bit2Me in 2015 after discovering Bitcoin in 2013 while building rural internet infrastructure; grew platform to 5B EUR annual volume, 22M EUR revenue, 250 employees, and MiCA license with Spanish banks and Tether as investors.

alvaro sancho

Former co-founder of Top Doctors (exit 2021, 9 countries, 200+ employees); now building AI governance platform for enterprises with private-tenant architecture and model-agnostic approach.

bernat farrero

Host of the itnig tertulia podcast. Discusses AI, technology, and startup ecosystem trends with guests.

jordi romero

Co-founder and CEO of Factorial, an HR software unicorn. Led Series D raise ($150M at $2.5B valuation) and $540M Customer Value Fund from General Catalyst. Previously built and scaled Factorial from Series A (2020) through unicorn status (2022). Known for transparent governance (3-board-seat structure) and employee liquidity programs.

quote
“Coinbase no ha tenido ningún escándalo... eventualmente tiene problemas, evidentemente como todos y hay cosas con empleados y cosas así, pero nada gordo desde el punto de vista de que ha habido algún hackeo o algún ataque grande... protoco…”
—leif ferreira
now playing · $COIN
$BIT2MEbullish· high· posleif ferreira
Bit2Me CEO outlines regulated European crypto platform with 5B EUR volume and bank backing
Bit2Me is building a regulated, full-suite crypto platform (MiCA licensed) spanning retail trading, institutional APIs, tokenized securities, and consulting, with Spanish banks an…
$COIN···bullish· mediumleif ferreira
Coinbase held up as regulated exchange model with no major scandals
Coinbase's regulatory-first approach and lack of major hacks or scandals make it the benchmark for a compliant European equivalent; protocolized operations protect user assets bet…
$BTC···bullish· high· posleif ferreira
Bitcoin at $80K still early vs $30T gold; institutional treasury adoption accelerating
Bitcoin's $1.5T market cap vs gold's ~$30T shows massive runway; companies are diversifying treasuries into Bitcoin, and MicroStrategy's zero-cost leverage strategy creates a self…
$MSTR···bullish· mediumleif ferreira
MicroStrategy's zero-interest leverage creates risk-free Bitcoin accumulation flywheel
Saylor's strategy of issuing zero-coupon convertible debt to buy Bitcoin has no margin calls or liquidation triggers; even if Bitcoin crashes, he simply averages down and continue…
$GOOGL···bullish· highbernat farrero
Google's full-stack AI advantage (TPUs, data centers, cash, Gemini) makes it the only cloud with zero uncertainty
Google uniquely owns the entire AI stack: custom TPU chips, massive data center infrastructure, unlimited cash, and the Gemini application layer; this vertical integration lets it…
$ANTHROPICbullish· mediumjordi romero
Claude gaining market share as best model; model quality now primary driver over brand
Anthropic's Claude has overtaken OpenAI as the preferred model for developers (Cursor, Cloud Code), proving that model quality beats brand loyalty; switching costs are low and age…
$PLTR···bullish· mediumbernat farrero
Palantir's forward-deployed engineer model becoming template for AI-era consulting
The Palantir model — embedding engineers to model and automate client workflows — is being replicated across startups as 'service-as-software'; this transforms consulting margins…
$ASML···bullish· lowbernat farrero
ASML cited as Europe's deep-tech crown jewel enabling global semiconductor supply chain
ASML's monopoly on EUV lithography makes it the foundational European player in the AI hardware stack; however, the speakers admit they lack the technical depth to evaluate its ro…
$BANAINAneutral· low· posalvaro sancho
Banaina reaches 25 clients with private-tenant AI governance platform
Sancho described Banaina as a model-agnostic enterprise AI-governance platform with controlled data access and usage costs, nearly 26 clients across three countries, and primarily…