FEMACRO
CH 02EP. 014 · 8:44 ON TAPE

Leaders at the Bell with Daniel Faria, CEO at ZeroStack.AI, Feb 27, 2026

Episode summary

February 2026 closed with the Dow Jones down approximately 521 points, setting the stage for a volatile discussion from the New York Stock Exchange floor. Daniel Faria, CEO of ZeroStack.AI, joined FEMACRO to dissect cryptocurrency market dynamics amid significant turbulence. Bitcoin has been trading in a constrained range after retreating from its dramatic peak near 125,000, settling around 65,000 at the close of the month. Faria attributes this level to an oversold condition and persistent short pressure, yet maintains an optimistic outlook with a prediction that Bitcoin could reach 75,000 within two weeks. He notes that alternative cryptocurrencies are showing relative strength compared to Bitcoin, a signal he interprets as a bullish indicator for the broader digital asset market.

The conversation turned to the role of exchange-traded funds in democratizing crypto exposure. Faria drew distinctions between direct cryptocurrency ownership through platforms like Coinbase or Binance versus professionally managed vehicles from BlackRock and Bitwise. He emphasized that ETFs offer institutional-grade security and active management for investors who lack the expertise or appetite to navigate extreme volatility independently. ZeroStack.AI operates as an asset manager focused on artificial intelligence investments that generate high yield, having identified opportunities in decentralized computing infrastructure. The firm's thesis centers on 0G technology, which enables distributed networks of graphics processing units to compete with centralized data centers by prioritizing security, cost efficiency, and control over raw speed as older Nvidia hardware enters secondary markets.