The last two days were amazing. We met a lot of people, built new connections, and learned a lot from the event.
And we’d like to share some of the most interesting insights we picked up over those two days 👇
🔘 Coinbase + Deribit: Coinbase is expanding its Global Exchange by integrating spot, perpetuals, and options. Crypto exchanges are increasingly becoming full-fledged financial infrastructure.
🔘 Nasdaq is seriously discussing 24/7 markets. What was once a unique advantage of crypto could gradually become the standard in TradFi too.
🔘 Privacy is a hot topic again! Midnight is betting on ZK, private identity, and confidential financial infrastructure, treating these not just as tools for “anonymity,” but as an important part of the institutional market.
🔘 Stablecoins are evolving into payment infrastructure.
🔘 RWA and tokenized stocks are no longer discussed as experiments, but as infrastructure that still needs more scale and liquidity.
🔘 Institutional DeFi is already here. The question now is how, and through which products and rails, major capital will enter the space.
🔘 The AI-crypto intersection is moving beyond the hype and toward a new type of economy, with agents that can autonomously pay for on-chain computing and services.
🇺🇸 TOKEN2049 is coming to New York in 2027. That’s another sign that the US is once again becoming a major center of the crypto industry.
So, the market is talking less about issuing new tokens and more about payments, RWAs, infrastructure, and real cash flows.