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[Actually You Know @ActuallyUKnow]

Hong Kong, January 2026 — 🌊Stablecoin Odyssey 2026 will be held on February 10 at Soho House HK, marking the first systematic event connecting the entire stablecoin value chain!

Co-organized by @MstrStablecoin and @StableHunter_CN , title-sponsored by @InterlaceMoney , the event is supported by top-tier crypto ecosystem participants, including:

⛓️Blockchain & Payment Infrastructure: @stable , @monad , @AEON_Community , @op_catlayer , @Conflux_Network , @Kaspa_KEF

💵Payments, PayFi & RWA: @InterlaceMoney , @BitgetWallet , @humafinance , @AssetoFinance , @SinohopeGroup @plumenetwork @Polyflow_PayFi

🏦Asset Management & DeFi Protocols: @sparkfinance , @Bancor , @Polyflow_PayFi , @EXIO_HK , CryptoFlow

💪🏽Industry Organizations, VCs & Media: @NanoLabsLtd , @TheBlock__ , 清华五道口区块链俱乐部, @0xbitslab , @DFG__Official , @JSquare_co , @CicadaFinance , Leadsourcing

The event has also secured great support from leading Chinese crypto media outlets, including @MetaEraCN , @OdailyChina , @BlockBeatsAsia , @BeatingOfficial , @JinseFinance , @ChainCatcher_ , @PANews , @Techub_News , @ChainThink_news , @1105ChainTimes , and other mainstream media providing joint coverage🙏

Stablecoin Odyssey 2026 aims to systematically connect these players, transforming stablecoins from "theoretical value" into "practical applications." As the theme states: "Making the River of Value tangible."🚢

⏰ Feb 10, 2026 | 13:00 UCT+8
📷 Soho House, Hong Kong
🎟️ https://t.co/qoYzCpi3RI

#StablecoinOdyssey #Consensus2026HK #RiverOfValue

[Actually You Know @ActuallyUKnow]

Stablecoin Odyssey 2026 · Hong Kong
The first systematic gathering connecting the entire stablecoin value chain🔥

⏰ Feb 10, 2026 | 13:00 UCT+8
🏢 Soho House, Hong Kong

Co-organized by @StableHunter_CN × @MstrStablecoin
Title sponsor: @InterlaceMoney

Joining us: Monad @monad , Stable @stable, Spark Protocol @sparkfinance, The Block @TheBlock__, Huma Finance @humafinance, Kaspa @kaspaunchained , AEON @AEON_Community, OP_CAT @opcatlayer and more.

🎟️ Full agenda & registration: https://t.co/qoYzCpi3RI

🎯 4 Critical Panels:

1️⃣ Infra: Building Payment Blockchains for the Agentic Economy

2️⃣ Stablecoin Payments: Real Adoption in Emerging Markets

3️⃣ RWA: New Infrastructure or Just Better Storytelling?

4️⃣ DeFi & CeDeFi: Yield Sources and Risk Boundaries

In 2025, stablecoins processed $46T+ in volume and evolved from crypto tools to global settlement layers. Yet the value chain remains fragmented. Issuers, infrastructure builders, and payment operators still sail in separate waters.

Stablecoin Odyssey 2026 brings upstream, midstream, and downstream together — bridging the gap from reserve assets to terminal applications.
This isn't just another side event.

It's where the River of Value becomes tangible. 🌊

Media: MetaEra @MetaEraHK , 星球日报 @OdailyChina , 区块律动 @BlockBeatsAsia , 洞察Beating @BeatingOfficial , 链捕手 @ChainCatcher_ , PANews @PANews , 金色财经 @JinseFinance , Techub News @Techub_News , ChainThink @ChainThink_news

Ready to navigate the odyssey? 🚢
#StablecoinOdyssey #ConsensusHK #RiverOfValue

[Actually You Know @ActuallyUKnow]

Created by @LongTreeLabs, Actually You Know invites the true trailblazers of our time to uncover the industry secrets the world has yet to understand and capture the future as it unfolds.

Actually You Know.
Because you can.
https://t.co/Vdh8YaBBOt

[Actually You Know @ActuallyUKnow]

🤔Crypto Money Bets Big on the U.S. Midterms—What Is It Really After?

Crypto money is pouring into the U.S. midterms. What does it want? From Fairshake’s ad blitz to the clash between banks and crypto platforms, we unpack the business interests behind the votes.

[Actually You Know @ActuallyUKnow]

@moneyinmotion26 @meshpay @bamazizimesh https://t.co/NfWxFZnw7y

[Actually You Know @ActuallyUKnow]

1/ @meshpay CEO @bamazizimesh called his company an “identity technology company.”

After looking at what they actually do, a clearer frame is account connection.

They don’t compete for users. They connect the accounts users already have.

[Actually You Know @ActuallyUKnow]

8/ In other words: the value of the connection layer compounds as the balances keep getting spent.

Not by taking users away from wallets, but by making the money already inside them more useful.

[Actually You Know @ActuallyUKnow]

1/ @meshpay CEO @bamazizimesh called his company an “identity technology company.”

After looking at what they actually do, a clearer frame is account connection.

They don’t compete for users. They connect the accounts users already have.

[Money in Motion @moneyinmotion26]

加密资产从“持有”到“能花”，还差哪一步？

Money20/20 USA 期间，在 The Pacific Table 活动现场，我采访了 @meshpay 联合创始人兼 CEO @bamazizimesh 。

事实上，尽管 Mesh 是一家加密公司，但本质上，我们是一家身份技术公司。

从与 Visa 的合作、Tap to Pay 感应支付，到用 Coinbase、Binance 里的资产为 Kalshi 充值，背后都涉及同一个问题：用户进入不同应用时，身份信息与资产如何顺畅连接？

我们也聊了拉美和亚洲的稳定币需求，以及 Mesh 的新加坡布局。在本币不稳定的地区，用户对稳定币的一个直接需求，就是储值。

近 5 分钟的现场对话，聊聊加密支付的“最后一公里”，以及太平洋两岸正在发生的变化。👇

[Actually You Know @ActuallyUKnow]

7/ For Mesh, the opportunity is turning balances scattered across many platforms into a single, spendable layer.

The more places those balances can actually be used, the stronger the reason for users to keep money there.

[Actually You Know @ActuallyUKnow]

🔥Five New Signals in the Blockchain Industry

From Robinhood Chain and Blast to stablecoins, AI agents, Hyperliquid and prediction markets, TOKEN2049 Singapore reveals how assets, payments, trading and risk pricing are coming together to form a new financial system.

[LongTree Labs @LongTreeLabs]

▶️Actually You Know 深度专访 Huma：PayFi 王者站稳了吗？
✅PST 上线一年，联创 Richard 再谈 Huma 的增长、收益与机构进场｜ EP12

今天，@humafinance 宣布上线 @Morpho，这是 Huma 把 Solana 上收益最好的 PayFi 资产 (PST) 第一次正式带到 Ethereum (EVM) 生态。PS. ~8% APY, curated by @RockawayX

🔸Huma 本次跨链升级意味着什么？
🔸跨境支付、信用卡和贸易金融三大业务线的发展趋势如何?
🔸Huma的真实收益如一年前所说的稳固吗?
🔸为什么机构资金开始进入Huma?
🔸RWA叙事里，哪些方向是真需求，哪些可能只是包装?

本期深度访谈，由 Actually You Know 主理人 @kaylawangnow 对话 @humafinance 的 Co-founder
@DrPayFi ，更多细节，可以在评论区找 Youtube 链接，从时间戳大纲上快速定位！

[Kayla Wang @kaylawangnow]

新一期采访出炉，这期采访到7年稳定币卡支付公司的 VP @InterlaceSimon ，外行人对话内行人，直白问了很多行业现状、真实市场以及AI支付究竟有何接入点的问题——从稳定币发卡商的角度帮我们理解这个市场与他们的憧憬，感谢 Simon 的分享

其中最印象深刻的是 Simon 分享到 AI 如何可以灵活实时地从用户/公司的交易行为、网络行为推测其是否正在实施欺诈，从而增强整个渠道的风控能力，这对支付公司来说无疑是实力增强，但另一方面又隐约对 AI 监控感到威胁🤔

[Actually You Know @ActuallyUKnow]

Yesterday: @qvac (Tether’s AI platform) launched the world’s first cross-platform BitNet LoRA framework.

13B parameter fine-tuning on iPhone 16. 1B model on Samsung S25 in <90 min. 90% memory savings. First BitNet LoRA on non-NVIDIA hardware. Day 2 of @nvidia GTC. Deliberate.

[Jean Chen 🦞 | ⬅️ AI · Crypto ➡️ @cryptojean27]

去年 5 月 @coinbase 推出 x402 协议，到了 10 月份，整个 币圈都在FOMO“让 AI Agent拥有钱包”的宏大叙事。而到了今年，已经不仅是加密圈，全世界都已经形成共识：AI Agent 是今年绝对的主线，而让 AI 能够自主完成交易的“支付基建”，则是这条主线上的明珠。

那么，大半年过去了，跑在 x402 协议上的 AI Agent 真实消费数据到底长什么样？

最近，@nlevine19 写了篇长文，扒了扒 AI 支付真实的链上账本。目前的数据出乎意料的小，但也极其有意思。👇

📊 挤掉水分：真实的链上账本

之前媒体炒作 30 天内有 2400 万美元的惊人交易量。但 @nlevine19 调取了 @AlliumLabs 的真实链上数据，发现其实只有 300 万美元。

更有意思的是，Artemis 的分析师 @OnchainLu 建了一个过滤模型，把那些左手倒右手的“洗盘交易”（Wash trades）全部剔除后，真实的 x402 协议支付规模，目前只有 160 万美元。

⚖️ 现实落差：Crypto 支付 vs 传统渠道
160 万美元是个什么概念？如果我们跳出协议本身，看看整个 AI 产业：

现在全世界绝大部分的 AI Agent 进程和 API 调用，依然走的是传统法币通道（开发者绑定信用卡，走 @stripe 或企业对公账户）。跟传统渠道动辄数十亿、上百亿美元的 AI 相关支付规模相比，这 160 万美元依然存在巨大的差距。目前的商业客户更看重的是“买到线索和服务”，而不是“用什么底层网络支付”。

🛒 既然盘子这么小，这 160 万花在哪了？
它的核心价值在于，跑通了传统金融体系根本做不到的“极低摩擦微支付”。

目前这些真实交易，基本都是 AI 在采购开发者工具：

• 花 $0.01 调用 @firecrawl 抓取网页。
• 购买 @browserbase 的浏览器会话。
• 调取 @freepik 的图像生成。

这种原生加密支付的优势太明显了：免注册、免订阅、按次付费。 AI 只要连上钱包，就能随买随走。@nlevine19 自己扒这篇链上数据的总成本才 $0.47，这就是最直观的用例。

🚀 为什么说一切才刚刚开始？

数字虽然小，但这绝对不是看衰的理由，因为巨头们正在疯狂“修路”。

@coinbase 搭建了底层协议，@stripe 、@Cloudflare 和 @vercel 光速完成了整合，连 @Google 都把它嵌进了自家的代理支付协议里。

它们押注的绝不是眼前的百万月流水。当未来 AI Agent 真正成为互联网的“默认购买者”时，只有像 x402 这种互联网原生协议，配合加密稳定币，才能完美接得住 AI 那种高频、自动化、跨越国界的支付需求。

目前的 AI 支付，就像是早期的拨号上网时代。现状很早期，但通向未来的高速公路正在铺设，一切才刚刚开始。

#AIAgents #Crypto #Web3 #Coinbase #x402 #PayFi #Stablecoins #AI支付

[Actually You Know @ActuallyUKnow]

@AssetoFinance 📡 Listen on your favorite platform:

Xiaoyuzhou → https://t.co/tpIUx6gpdx

Apple Podcasts → https://t.co/oqpkpmH0TG

Spotify → https://t.co/4xpA15ImeS

[Actually You Know @ActuallyUKnow]

EP09 of @MstrStablecoin is live 🎙️

@AssetoFinance's Bridget Li breaks down:

→ Why most RWA projects shouldn't be onchain yet
→ How to spot liquidity traps
→ What "risk budget" really means

📺 https://t.co/oGS7wddxl2

#RWA #Stablecoin #DeFi

[Actually You Know @ActuallyUKnow]

See the full video of the opening keynote

https://t.co/nzGkPYpQRG

[Actually You Know @ActuallyUKnow]

🔥 Mega Guest Unveiling | Stablecoin Odyssey 2026 · HK

Dr. Kong Jianping @punk8185, Founder of @NanoLabsLtd, is joining Stablecoin Odyssey 2026!

🚢 A true blockchain pioneer:
→Led Canaan's Nasdaq IPO in 2019 — the FIRST publicly-listed Bitcoin mining company globally

→Created the world's FIRST Bitcoin mining chip

→From mining infrastructure to AI compute

From powering $BTC networks to building payment rails for stablecoins, infrastructure has always been the foundation of value flow.

Dr. Kong will deliver the opening remarks at Stablecoin Odyssey 2026.

📍 Feb 10 | Soho House Hong Kong
🎟️ https://t.co/9gQIlhqU8e

🔥 重磅嘉宾官宣 | Stablecoin Odyssey 2026 · 香港

Nano Labs 创始人孔剑平博士 @punk8185 正式加入 Stablecoin Odyssey 2026！

🚢 区块链先驱：

• 2019 年带领嘉楠科技登陆纳斯达克——全球首家上市比特币矿企
• 打造世界首枚比特币挖矿芯片
• 从挖矿基础设施到 AI 算力，亲历加密基础设施全周期演进

从为 $BTC 网络供能，到为稳定币构建支付轨道，基础设施始终是价值流动的基石。

孔博士将在 Stablecoin Odyssey 2026 发表开幕致辞。

📍 2 月 10 日 | 香港 Soho House
🎟️ https://t.co/9gQIlhqU8e

#StablecoinOdyssey #Consensus2026HK #StablecoinEvents

[Actually You Know @ActuallyUKnow]

Stablecoin Odyssey 2026 · Hong Kong
The first systematic gathering connecting the entire stablecoin value chain🔥

⏰ Feb 10, 2026 | 13:00 UCT+8
🏢 Soho House, Hong Kong

Co-organized by @StableHunter_CN × @MstrStablecoin
Title sponsor: @InterlaceMoney

Joining us: Monad @monad , Stable @stable, Spark Protocol @sparkfinance, The Block @TheBlock__, Huma Finance @humafinance, Kaspa @kaspaunchained , AEON @AEON_Community, OP_CAT @opcatlayer and more.

🎟️ Full agenda & registration: https://t.co/qoYzCpi3RI

🎯 4 Critical Panels:

1️⃣ Infra: Building Payment Blockchains for the Agentic Economy

2️⃣ Stablecoin Payments: Real Adoption in Emerging Markets

3️⃣ RWA: New Infrastructure or Just Better Storytelling?

4️⃣ DeFi & CeDeFi: Yield Sources and Risk Boundaries

In 2025, stablecoins processed $46T+ in volume and evolved from crypto tools to global settlement layers. Yet the value chain remains fragmented. Issuers, infrastructure builders, and payment operators still sail in separate waters.

Stablecoin Odyssey 2026 brings upstream, midstream, and downstream together — bridging the gap from reserve assets to terminal applications.
This isn't just another side event.

It's where the River of Value becomes tangible. 🌊

Media: MetaEra @MetaEraHK , 星球日报 @OdailyChina , 区块律动 @BlockBeatsAsia , 洞察Beating @BeatingOfficial , 链捕手 @ChainCatcher_ , PANews @PANews , 金色财经 @JinseFinance , Techub News @Techub_News , ChainThink @ChainThink_news

Ready to navigate the odyssey? 🚢
#StablecoinOdyssey #ConsensusHK #RiverOfValue

[Actually You Know @ActuallyUKnow]

See the full video of keynote:

https://t.co/2dp78HPilL

[Actually You Know @ActuallyUKnow]

🌊 Speaker Spotlight | @InterlaceMoney <> Stablecoin Odyssey 2026 · HK

We're excited to announce Mark Homeier, Chief Business Development Director at Interlace, as a keynote speaker!

Founded in 2019, Interlace provides Cards-as-a-Service (CaaS) and Banking-as-a-Service (BaaS), enabling stablecoins to be issued and spent through virtual cards and Scan-to-Pay solutions. They're building the last-mile infrastructure that connects onchain assets to real-world commerce 💳

From merchant acceptance to consumer UX—hear Mark's vision for making stablecoins truly spendable.

📍 Feb 10 | Soho House Hong Kong
🎟️ https://t.co/9gQIlhqU8e

#StablecoinOdyssey #PaymentInfrastructure #CaaS

[Actually You Know @ActuallyUKnow]

Hong Kong, January 2026 — 🌊Stablecoin Odyssey 2026 will be held on February 10 at Soho House HK, marking the first systematic event connecting the entire stablecoin value chain!

Co-organized by @MstrStablecoin and @StableHunter_CN , title-sponsored by @InterlaceMoney , the event is supported by top-tier crypto ecosystem participants, including:

⛓️Blockchain & Payment Infrastructure: @stable , @monad , @AEON_Community , @op_catlayer , @Conflux_Network , @Kaspa_KEF

💵Payments, PayFi & RWA: @InterlaceMoney , @BitgetWallet , @humafinance , @AssetoFinance , @SinohopeGroup @plumenetwork @Polyflow_PayFi

🏦Asset Management & DeFi Protocols: @sparkfinance , @Bancor , @Polyflow_PayFi , @EXIO_HK , CryptoFlow

💪🏽Industry Organizations, VCs & Media: @NanoLabsLtd , @TheBlock__ , 清华五道口区块链俱乐部, @0xbitslab , @DFG__Official , @JSquare_co , @CicadaFinance , Leadsourcing

The event has also secured great support from leading Chinese crypto media outlets, including @MetaEraCN , @OdailyChina , @BlockBeatsAsia , @BeatingOfficial , @JinseFinance , @ChainCatcher_ , @PANews , @Techub_News , @ChainThink_news , @1105ChainTimes , and other mainstream media providing joint coverage🙏

Stablecoin Odyssey 2026 aims to systematically connect these players, transforming stablecoins from "theoretical value" into "practical applications." As the theme states: "Making the River of Value tangible."🚢

⏰ Feb 10, 2026 | 13:00 UCT+8
📷 Soho House, Hong Kong
🎟️ https://t.co/qoYzCpi3RI

#StablecoinOdyssey #Consensus2026HK #RiverOfValue