Capital Summit HK Consensus Hong Kong — Prediction markets as info infrastructure (Feb 11) Panel: “Markets That Tell the Truth” The best framing from the panel: prediction markets aren’t “casino rails”—they’re truth-discovery + coordination tools. Key debates: The moat is market

Capital Summit HK Consensus Hong Kong — AI agents × crypto: the new commerce layer (Feb 11) With AI adoption exploding, the question becomes: how do agents transact safely? Themes: Crypto can be the settlement layer for machine-to-machine payments The real bottlenecks are data

Capital Summit HK Consensus Hong Kong — L1s after incentives: retention > TPS (Feb 11) Panel: “Benchmarks vs Businesses: Are L1s Products or Utilities?” Strong take: after the incentive sugar high, L1s compete like businesses: Distribution + retention beat raw TPS benchmarks

Capital Summit HK Consensus Hong Kong — Keynote: Institutional DeFi in practice (Feb 11) Steakhouse Financial shared the operator view: if DeFi is going institutional, the product can’t be “APY-first” — it has to be risk-first, process-first. Key takeaways: Institutional adoption starts

Capital Summit HK Consensus Hong Kong — Inception Fund 2: where conviction is shifting (Feb 11) Inception Capital outlined what they’re underwriting now as the market matures: Moving from “beta exposure” → business models + distribution Preference for teams that can survive

Capital Summit HK Consensus Hong Kong — Keynote: Liquid markets + the next institutional playbook (Feb 11) CoinFund shared how liquid investing is evolving as institutions step in: The market is pricing more like equities: revenue, margins, durability matter more Liquidity is a

Capital Summit HK Consensus Hong Kong — Institutional DeFi = underwriting, not vibes (Feb 11) Panel: “Institutional DeFi: Yield Without the Wild West” The panel reframed “onchain yield” as fixed-income style underwriting: Risk is multi-layered: collateral quality, platform risk,

Excited to share the lineup at The Capital Summit The Capital Summit | 12:30 - 12:50 | Crypto M&A Panel: "Beyond Tokens: The Shift to Ownership & Exits -Steph Zoo (Zoo Monster ), Head of Ecosystem at Caladan Caladan -Kushagra Aryal (kushagra ), Venture Capital Analyst at

Excited to share the lineup at The Capital Summit The Capital Summit | 12:55 - 1:15 | VC's Roundtable: "What We’re NOT Investing In (Anymore) — and Why Join these industry leaders for insights on the shifting priorities in crypto VC investing: Kushagra Aryal (kushagra),

Excited to share the lineup at The Capital Summit The Capital Summit | 1:20 - 1:40 | Stablecoin Panel: "From Custody to Commerce: Stablecoins as Agentic Fuel Join these industry leaders for insights on the role of stablecoins in powering agentic economies: Devin Ardalan

Excited to share the lineup at The Capital Summit The Capital Summit |2:10 - 2:30 | DeFi Panel: "Agentic Alpha vs. Passive Staking - The Yield Optimization Revolution Join these industry leaders for insights on the future of yield optimization in DeFi: Joey Shin (j),

Excited to share the lineup at The Capital Summit The Capital Summit | 2:30 - 2:50 | Privacy Panel: "The Infrastructure Layer Debate - L1, L2, or Privacy-as-a-Service? Join these industry leaders for insights on privacy infrastructure in blockchain: Taehee (Tae Hee),

Excited to share the lineup at The Capital Summit The Capital Summit |2:50 - 3:10 | RWA Panel: "RWA Gold Rush: Who Owns the On-Chain Value Chain?" Join these industry leaders for insights on the RWA ecosystem and on-chain value chains: David (Pharos | Testnet Live), CSO at Pharos

Excited to share the lineup at The Capital Summit The Capital Summit | 3:15 - 3:45 | AI Panel: "The Agentic Economy - Infrastructure for Autonomous Financial Actors" Join these industry leaders for insights on AI-driven infrastructure in the agentic economy: Founder at

Excited to share the lineup at The Capital Summit The Capital Summit |1:45 - 2:05 | Payment Panel: "Stablecoin Settlement Goes Mainstream: How Network Rails + Product UX Unlock Merchant & B2B Adoption Join these industry leaders for insights on stablecoin adoption in mainstream

Excited to share the lineup at The Capital Summit The Capital Summit I 3:40 - 4:00 | MEV Topic: "Internet Protocol for Web3" Join this industry leader for insights on the foundational protocols powering Web3: Muriel Médard (Muriel Medard), Co-Founder & CEO at Optimum