Institutional Stage

AGENDA

8:15am
Doors Open & Breakfast sponsored by Haruko

8:55-9:00am
Opening Remarks

9:00-9:30am
Event-Driven Macro in a Digital Asset World

9:30-10:00am
Lessons from the Last Cycle: What Survives the Shakeout?

10:00-10:30am
Tokenization Reality Check: Separating Use Cases from Marketing

10:30-11:00am
The Valuation Problem: How Do You Price a Protocol?

11:00-11:30am
DATs vs. ETFs: Competing Gateways for Institutional Capital

11:30am-12:00pm
Fireside Chat with SEC Commissioner Hester Peirce

12:00-12:30pm
Lunch sponsored by Cantina

12:30-1:00pm
Exit Liquidity in Crypto: IPOs, Tokens, or Bust?

1:00-1:30pm
The Next Wave of Crypto Unicorns: Where Do They Come From?

1:30-2:00pm
Beyond Spot and Futures: What Products Do Institutions Really Want?

2:00-2:30pm
When Everyone Has Data: Finding Edge in Transparent On-Chain Markets

2:30-3:00pm
The Future of Stablecoins: Infrastructure vs. Profit Generator

3:00-3:30pm
Decentralization Is Dead: Do Institutions Even Care?

3:30-4:00pm
Interoperability or Fragmentation: The Tokenization Challenge

4:00-4:30pm
Passive Flows, Active Impact: Do ETFs and DATs Distort Crypto Markets?

4:30-5:00pm
The Beta Problem: Are Crypto Hedge Funds Just Levered Index Trackers?

5:00-5:30pm
Behavioral Alpha: The Power of Narratives in Crypto

5:30-7:00pm
Happy Hour Reception sponsored by Willkie Farr & Gallagher (on-site)

9:00pm-1:00am
Official The Bridge After Party sponsored by Canton (off-site at Nebula, near Bryant Park)

Subject to change*