Takeaways from Consensus Miami week
1/ Crowd felt much more US-focused even East Coast-heavy, with far fewer ex-US participants than what I typically see at global conferences
Positive for US-focused opportunities
less so for those seeking broader global exposure
2/ Discussion themes also felt narrower
Stablecoins
institutional adoption
AI agents
Tradfi participation
and skepticism / defense around token structures for operation and funding
3/ AI agents stood out too much?
At the pitch contest I judged
all 4 teams were AI-agent related
LLC creation for AI Agents
Oracle for AI Agents
AI agentic trading platform
Data aggregation of AI Agents
From the audience
to discussions
to founder sentiment
the conference felt noticeably more concentrated