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Three themes from New York The view comes from a Sept. 29 sector note by TD Cowen equity analyst Lance Vitanza, titled “Three Themes Shaping the Next Phase of Institutional Bitcoin Adoption.” Vitanza drew on discussions at the Sept. 28 Bitcoin Treasuries Conference in New York, writing: “The conversation is moving beyond bitcoin ownership and…","published":"2026-09-30T19:25:00Z","seen":"2026-09-30T19:47:35Z","lang":"en","source":{"id":"kite-bitbo-io-d127d2","name":"bitbo.io","domain":"bitbo.io"},"via":"kite-bitbo-io-d127d2","topics":["bitcoin","news","etfs"],"entities":[{"id":"Q16952393","name":"TD Cowen","type":"org"}],"image":"https://bitbo.io/news/thumbs/investors.jpg","story":"st_2kdbinecqawtdyiiktjq","category":"economy-business","category_p":0.49,"category2":"science-technology","sentiment":"positive","tone":0.52,"political":0.28},{"id":"n_aumwsc63g4drjb4xwx3q","seq":796708,"kind":"article","title":"TD Cowen Starts SpaceX at Buy, Sees AI Compute Driving 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