On theCUBE Pod: BitGo's IPO Goes Off With A Bang, Jensen Huang Wants More AI Investments And Tech Takes Over Davos
theCUBE research, Monday, January 26th, 2026
BitGo went public last week, with more initial public offerings expected to come from the cryptocurrency and artificial intelligence sectors.
Initial trading jumped 25% over offering price for BitGo, and the stock rose over 3% on the day - a successful start for the crypto platform. It's also a sign that crypto's momentum isn't slowing down any time soon, according to theCUBE's coverage of the NYSE floor.
''BitGo' has really nailed a product market fit that, one, produces revenue, but they got the most comprehensive platform for this financial wave of scale,' said John Furrier (pictured, left), executive analyst for theCUBE Research. 'It's basically infrastructure as a service . an IaaS layer for crypto infrastructure. They nailed the custody and all the things that go with it. That's like nailing EC2 compute for AWS.'