Benjamin Cowens

Founder & CEO, ITC | Macro, commodities & digital assets | Liquidity, labor & risk cycles | PhD Engineering | Former NASA, Sandia National Labs

[ITCConf @ITCConf]

Announcing Maurizio Pedrazzoli Grazioli @MrMPodcast as a moderator at the ITC Conference 🔥@benjamincowen

November 20–22, 2026 | JW Marriott Marquis | Miami Grab your tickets for the conference & party here 🎟️

https://t.co/v1UMXsbrTk

[ITCConf @ITCConf]

ITC Conference @benjamincowen is Nov 20-22 at the JW Marriott Marquis Miami

16 speakers across macro, commodities, digital assets, and TradFi, including @jam_croissant, @MarkYusko, @mikemcglone11, @_Checkmatey_, with more still to be announced.

Liquidity, business cycles, and market structure.

Ticket prices go up Sept 1.

https://t.co/5gQ3VHssHQ

[ITCConf @ITCConf]

The best people in finance don't agree on everything.

That's exactly why you want them in the same room.

Macro. Bitcoin. Commodities. Liquidity. Market structure. Risk.

ITC @benjamincowen brings leading voices from across the markets to Miami.

Come hear how they think.
🏖️🌊

[The Block @TheBlockCo]

Bitcoin Uptober Loading? Live w/ Benjamin Cowen https://t.co/aky4LeDV17

[Bitcoin News @BitcoinNewsCom]

NEW PODCAST

"With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing."

@benjamincowen on where Bitcoin and the people who hold it go from here.

https://t.co/Yi6H2sco0G

TIMESTAMPS
00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders
04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now
07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago
10:06 - Why The Price Did Not Move After The Hack And What The Charts Show
18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From
28:24 - Does The US Debt Crisis Actually Matter For Bitcoin
30:05 - Ben's Stock Market Correction Call — September And What Triggers It
36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong
41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount
45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events
50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different
53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again

[Rob Wallace │ Bitcoin News @_Rob_Wallace]

Awesome getting to chat with @benjamincowen once again.

He’s seen a lot in this space since 2013 and he ranks the Coldcard exploit as one of the worst.

Wide ranging conversation from the state of Bitcoin, to the Fed and when Bitcoin actually bottoms.

[ITCConf @ITCConf]

See you in Miami Nov 20-22 🏖️ 🌊 for the very FIRST ITC Conference with @benjamincowen

Ticket prices for the conference and party 🍾 go up September 1st!

Grab yours here: https://t.co/VD9YFGvabu

[Jake Claver, QFOP @beyond_broke]

Really cool to see this vision come to life!

https://t.co/WYjifzQaLD

[Nostra, House of Gold @Nostre_damus]

US Treasury seizes $1B worth of Iranian Bitcoin

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: JPMorgan CEO Jamie Dimon says he is not happy with the Clarity Act

[Cointelegraph @Cointelegraph]

🔥 BIG: The Bank for International Settlements and partner banks are set to begin live testing its blockchain cross-border payments prototype with real-value transactions under Project Agorá.

[CoinDesk @CoinDesk]

LATEST: @Mastercard secures a New York BitLicense, clearing the way for the payments giant to operate digital asset and stablecoin infrastructure under one of the strictest crypto regulatory frameworks in the U.S.

[Arch Public @tryarchpublic]

Nearly 100% performance divergence for $XRP.

Arch Public’s automated strategy on $XRP over the past year significantly outperformed buy and hold:

• Arch Public Strategy: +60.5%
• Buy & Hold: -35.5%

Arch Pubic outperformed by +96.1%, and never required you to give up any custody.

Full case study here: https://t.co/gYEMhZLKrB

Accumulating $XRP is the foundation. The next step is putting that position to work!

https://t.co/7BRDtQS6C0

[XRP Ledger Foundation @XRPLF]

Tomorrow’s going to be a great day.

[Eleanor Terrett @EleanorTerrett]

This means the Clarity Act will now be competing for floor time in June with reconciliation, FISA, as well as the housing bill that passed the House this week.

The reality of whether the Senate can get two major pieces of legislation done amid time constraints and competing priorities is beginning to set in, and the question of whether one will inevitably slip into July is now being asked.

There are four working weeks in June and just three in July before the August recess.

[𝗕𝗮𝗻𝗸XRP @BankXRP]

👀July 4th. America's 250th birthday. The White House wants CLARITY Act signed that day ...🫡

[The Assembly @InTheAssembly]

Rep. Josh Gottheimer just disclosed a fresh round of trades.

He sits on the House subcommittee that oversees digital assets and artificial intelligence.

Meaning he writes the rules for the exact companies he is trading.

Here’s what he bought and sold:

[The Assembly @InTheAssembly]

Semiconductor stocks now make up almost 20% of total hedge fund net exposure.

Five years ago that number was 3%.

Software and services was 14% back then.

Today it sits at barely 2%.

The two did not just shift, they completely swapped places.

This is the most concentrated the entire industry has been in a single sector in at least FIVE YEARS.

Every major fund is leaning the same way at the same time.

The part nobody is talking about is what got sold to fund this.

Software got cut to the bone at the exact moment AI is supposedly eating it alive.

The market has decided the shovels matter more than anything being dug.

Maybe that is correct.

Maybe semis really are the trade of the decade.

But one sector at 20% of all hedge fund net exposure has never once ended in a good way.

[The Assembly @InTheAssembly]

I can’t believe nobody is talking about Value Aligned Research Advisors.

Here’s the entire book: