oracle summit 2022 featured RWAs and prediction markets
stable summit 2024 featured institutional adoption and vaults
Agentic Finance/Stable/Vault Summits 2026 feature the future.
hype cycles lag many months behind tech. attend a technical summit near you.
Next stop, SG 🇸🇬
As vaults take over finance, Vault Summit took over the NYSE.
We connected the world's largest institutions with the teams building the future of finance onchain.
Special thanks to our host @Morpho, co-host @SPGlobal, and Title sponsors @gauntlet_xyz, @FordefiHQ, and @Visa. Next stop, Singapore.
13 editions. Our first in NYC. The most institutional yet.
We have spent three years bringing leaders in stablecoins into the same room. New faces, same mission in 2026.
Special thanks to our Host, @CurveFinance, and everyone who made it.
Stable Summit was a huge success.
Thanks to all our friends and partners who came to the city for some great presentations and conversations about the future of payments and money.
📸 @stable_summit
Huge thank you to Zach, @PAR_abolic, @Nick and the whole @partyactionppl crew for an absolutely incredible week at the Agentic, Stablecoin and Vault summits.
These are some of the warmest, most genuine people in the space, and they put together fire events. I’m fortunate to call them friends, and very grateful for everything they do to push our industry forward.
Thanks for everything. And looking forward to doing it all again next time :-) 🔥❤️
Moderating June 3rd at @AgenticSummit NYC: Payment Rail Selection for Agent Commerce.
Card networks are pushing absorption, but built for humans. Stablecoin rails work fast, but have gaps.
The stack is where it gets interesting
@_rishinsharma, @philip0x, @MarkusMento, @AliceSh15
📍Agent Finance Summit in New York
Top 5 takeaways from this morning’s panels @AgenticSummit
1. Agent payments are shifting from “wallets for agents” to actual economic activity
The early crypto-AI use case was giving agents wallets so they could deploy contracts, mint NFTs, or trade tokens. The next phase is broader: agents need to pay for APIs, data, compute, enrichment, media generation, procurement, and eventually physical goods.
2. Digital services are the clearest early market
The strongest current traction seems to be in digitally native services, especially APIs and data enrichment for GTM. Agents do not need shoes; humans do. But agents do need cloud services, search, inference, data, and paid endpoints to complete tasks.
3. Physical commerce and machine payments are different categories
Buying shoes through an agent requires product feeds, checkout, tax, shipping, fulfillment, fraud controls, and payment-method support. That is a different problem from an agent paying $0.04 for an API call. So protocols like ACP/UCP fit conversational commerce, while x402/MPP fit machine-to-machine payments.
4. The standards war matters, but adoption will decide the winners
There are multiple emerging standards, but the panel’s view is that the market will likely consolidate around what actually gets used. The winning standards may not be the most elegant; they may be the ones with the most merchants, buyers, liquidity, tooling, and platform distribution.
5. The deeper fight is open agentic commerce vs. closed platform capture
The biggest ideological divide is whether the agentic internet becomes permissionless like the web, where any merchant can sell to any agent, or closed like AOL-style marketplaces, where platforms whitelist who can participate. The open-standard camp believes agents should be user-aligned, interoperable, and able to transact freely across the internet.
fun fact: both @defidave & @CWALK_19 were at the first Stable Summit in a basement in Paris
now joining you live and direct from the NYSE. what a time to be alive
attended my second @Vault__Summit this year (cannes, NYC) at a legendary venue: the NYSE 🇺🇸
key takeaways:
> regulation is the product; SEC & CFTC news shapes every product decision in real time
> vaults have found PMF but regulatory clarity is still murky; "vault" could mean very different things depending on the use-case
> billion dollar question: is curation equivalent to traditional asset management?
> lots of discussions around risk management, lack of insurance infra and non-custodiality
> non-correlated yield sources in high demand; asset-backed financing, reinsurance quietly gaining traction
> there's only a handful of OG crypto teams left; massive consolidation happening
> people are genuinely excited about fixed-term, fixed-rate loans; will see how morpho midnight and related products play out
> some crypto VCs still alive; though mostly deploying into non-crypto stuff
> some crypto people tried to attend in shorts and got turned away; degen vibes are officially dead
> RWAs & tokenization are the most interesting things happening onchain rn; @Securitize , @plumenetwork and @OndoFinance leading the pack
> ton of work left to make RWA assets composable with rest of defi
shoutout to leading teams like @Morpho , @gauntlet_xyz , @kpk_io, @LlamaRisk who are leading the onchain asset management revolution
crypto is dead. long live crypto.