Public-markets capital is starting to underwrite the Physical AI thesis directly. @BitcoinJP_ is a Tokyo-listed vehicle doing exactly that, with Figure AI, SpaceX, and pre-IPO frontier model labs already in the portfolio.
We are pleased to welcome Phillip Lord, CEO of Bitcoin Japan, to the MACHINA Summit stage.
Bitcoin Japan Corporation is listed on the Tokyo Stock Exchange (TSE:8105) and structured as a Japanese public vehicle for institutional exposure to AI infrastructure and digital assets. Phillip runs the business under a barbell investment thesis: Bitcoin and digital assets on one side, AI infrastructure on the other, executed with the governance and custody discipline required of an institutional platform.
Previously President of Bakkt International, he brings more than a decade of digital assets experience and has already deployed capital into the frontier of Physical AI, with pre-IPO positions in Figure AI (humanoid robotics) and SpaceX, alongside active tracking of Anthropic and OpenAI. His public commentary spans the coming intersection of AI agents and programmable money, rare earth mineral supply chains (China's 80% dominance and Japan's exposure), and the compute-and-energy infrastructure required to scale the next phase of applied intelligence.
At MACHINA, Phillip will discuss the capital-markets thesis behind Physical AI: where public capital is flowing, how institutional discipline reshapes underwriting, and what the intersection of AI agents, hardware supply chains, and digital infrastructure looks like from a Tokyo-listed platform.
MACHINA Summit, Europe's Leading Physical AI Event.
Join us in Paris on 7 July at Station F.
Grab your ticket: machinasummit.com/
#MACHINA2026 #PhysicalAI #Capital
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