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Zoe Cruz

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  1. Milken Institute1h 13m

    Manias, Panics, & Crashes: Can We Learn to Avoid Great Financial Mistakes? | Global Conference 2026

    James Mackintosh, Zoe Cruz, Benedict Evans, Austan Goolsbee, Sebastian Mallaby, Catherine Wood

    Moderated by James McIntosh, a panel of industry leaders including Cathy Wood and Sebastian Thrun evaluated the current AI investment landscape against historical precedents from Charles Kindleberger's *Manias, Panics, and Crashes*. While consensus suggests the sector is not a bubble, experts diverged sharply on whether the massive capital influx supports a justified productivity revolution or masks flawed business models and impending liquidity risks. Key figures debated specific trajectory risks ranging from commodity-style pricing and sovereign debt constraints to the potential for a rapid IPO wave to trigger a market correction.

  2. Milken Institute57 min

    Crypto's Wild Ride: The Great Debate | Global Conference 2025

    Nicole Valentine, Sebastian Bea, Zoe Cruz, Dante Disparte, Mary-Catherine Lader, Caroline D. Pham, Ivan Soto-Wright

    Industry leaders and regulators converge to redefine digital assets from speculative experiments into essential global infrastructure, with figures like Zoe Cruz and Dante Disparte highlighting stablecoins as the "digital dollar" for cross-border payments. Regulatory shifts led by CFTC Chair Caroline Pham establish a dual-track framework that separates fraudulent unbacked tokens from tokenized real-world assets to unlock a projected $2 to $5 trillion market by 2030. The consensus among panelists from Coinbase, MoonPay, and Uniswap foresees a 2025 pivot where automated financial protocols and Bitcoin as a strategic reserve become invisible yet ubiquitous utilities replacing legacy banking rails.