FEMACRO
CH 02EP. 032 · 9:55 ON TAPE

Leaders at the Bell with Daniel Faria, CEO, Zero Stack, April 24, 2026

Episode summary

Daniel Faria, CEO of Zero Stack, a publicly traded company on NASDAQ, joins FEMACRO from the New York Stock Exchange floor to discuss bitcoin's recent price movements and institutional adoption. Faria, who previously called bitcoin's move to $75,000 when skeptics doubted the prediction, now projects the cryptocurrency could reach $124,000 within the next 60 days once it breaks through the $80,000 resistance level. He points to extraordinary institutional inflows through bitcoin ETFs, noting that $2.4 billion has entered the market in less than two weeks, with major players like BlackRock and MicroStrategy significantly increasing their positions. The price stability between $75,000 and $80,000, combined with these institutional accumulations, suggests a structural shift in the market that could drive prices substantially higher.

The conversation shifts to Zero Stack's strategic repositioning following a successful $107 million funding round that eliminated all company debt. The firm is relocating from Canada to Texas and deepening its commitment to Zero G, a decentralized artificial intelligence infrastructure platform. Faria addresses concerns about AI disruption in the software industry, particularly regarding automated coding platforms like those from OpenAI and developments by Elon Musk. He emphasizes that Zero G provides a critical solution for enterprises seeking to maintain privacy and security in AI model training through decentralized infrastructure, positioning Zero Stack at the intersection of cryptocurrency and artificial intelligence innovation while exploring diversification opportunities in data centers and cybersecurity.