“Everything that digitizes the world is good for crypto. And there’s nothing around AI that’s not digital.”
@richwgalvin with @DTAPCAP, @shiliangtang, @jessicasmw and Chris Rayner-Cook of Brevan Howard on where crypto capital goes next.
The Great Reallocation: Where Crypto Capital Goes Next 👇
“In a year or two, this is going to be seen in hindsight as the most obvious trend that was happening in real time.”
@zaheerebtikar, @mikesilagadze and Sean Clark of Rain with @bobbyong on why crypto neobanks are coming for your bank.
Crypto Neobanks: The Race to Replace Your Bank 👇
“One day the databases just turn off and everything runs onchain?”
@ethereumJoseph: “Yeah, it’s obvious.”
With @JohannKerbrat and @TrustlessState on the OKX Main Stage.
The Next 100 Million RWA Holders Are Already Onchain: 👇
“A year ago at TOKEN2049, prices were higher. Bitcoin around 120, ETH above 4K. And the industry didn’t feel as happy as it feels today.”
@blknoiz06, @Tradermayne and @AviFelman on why the vibes flipped, live at TOKEN2049 Singapore
Full session: https://t.co/O2ZnM8aSAP
“My confession is this. I’ve been talking about agents in crypto for a while, and I was wrong.”
@hosseeb's new thesis: “Your agent doesn’t need crypto. You do.”
Full session: https://t.co/UqgAslLcSC
“The retail ecosystem, as we know, has been kind of 10 years ahead. Retail investors want to be able to trade anything all the time anywhere.”
@Nasdaq CEO @adenatfriedman with @ossingerj at TOKEN2049 Singapore
Full session: https://t.co/oSL9RVuCUV
“The ultimate real world asset is a community, a city, even a country.”
@balajis opened the TOKEN2049 Singapore Main Stage with The Open Source Network State.
Watch the full keynote: https://t.co/ntCL8EL8Xk
“Right now AI is a single player mode. So how do we unlock this multiplayer mode by using blockchain as a kind of back end to AI infrastructure?”
@ilblackdragon (@NEARProtocol) @tarunchitra (@gauntlet_xyz) and @jessepollak (@base) on why AI needs crypto, at TOKEN2049 Singapore.
Full session: https://t.co/KKreYmiycA
“If you look at the use cases for crypto, it’s like this. But if you look at the use cases for the US dollar, it’s infinite.”
@zakfolkman and @ZachWitkoff (@worldlibertyfi) and @bamazizimesh(@meshpay) on taking USD1 beyond crypto
Full session: https://t.co/b0XN9mJCb3
“Cash is centralized but private. Bitcoin, decentralized, public. Zcash, decentralized, private.”
@balajis, @tyler, @cameron and @mert on The @Zcash Moment, at TOKEN2049 Singapore.
Full session: https://t.co/N5ShHKa7xl
There isnt enough excess liquidity to fund the AI build out and push crypto at the same time... so it rotates.
Weve seen it recently. The AI trade slowed down and Bitcoin went up.
This is why tech stocks have had such a big run while crypto has been struggling.
From my talk at @token2049 Singapore.
“We’re not here to compete with banks. We try to make them work harder for you.”
@StaniKulechov (@aave) with @gdog97_(@ethena) , @kain (@infinex) and @robbiepetersen_(@a16z) on DeFi’s Institutional Breakthrough, at TOKEN2049 Singapore.
Full session: https://t.co/J7GgmR2039
“Agents don’t click ads. And agents work for you. They don’t work for Google. At least that’s what we’re told.”
@iohk_Charles (@IOGroup) on privacy, AI agents and Midnight City at TOKEN2049 Singapore.
Full keynote: https://t.co/Zmn9tWVMso
In June 2020, @shayne_coplan (@Polymarket) was DMing @balajis, hoping for a reply.
Balaji ended up in the seed round. Six years later, they shared the OKX Main Stage at TOKEN2049 Singapore.
“It takes some broke kid that is sitting on his computer all day.”
Full fireside chat: https://t.co/Rrko3Wtzz4
Every market in history had the same ceiling: 8.5 billion people.
@RaoulGMI's argument at TOKEN2049 Singapore: AI agents just removed it.
“The TAM has gone to infinity.”
Watch the full keynote: https://t.co/HAvyJodvIT
Memecoins: dead or just getting started?
@MustStopMurad “I think we’re going to see a memecoin at a trillion eventually.”
@blknoiz06 “Now there’s 30,000 plus new meme coins launching every day... it makes it difficult for things to go as high.”
Full panel: https://t.co/zLyLc0M6WG