Spoke at Beyond Expo in Macau on May 29th — great conversations on where traditional capital and onchain infrastructure are headed.
My thesis: we are living through a structural shift, not another hype cycle. Stablecoin volume reached $33 trillion in 2025 ( 72% YoY). AI agents now demand cheap, autonomous, global, programmable, 24/7 payment rails — and traditional banking simply cannot serve machine-to-machine transactions settling in milliseconds. Institutions are taking notice too, as their clients and counterparties are already onchain.
What excites me most about this moment is Asia. The numbers speak for themselves — $12.8 trillion in cross-border payment flows, 76% of the world's STEM graduates. This isn't a region watching the digital asset revolution from the sidelines. It's where Solana's next supercycle will be won.
@Solana_Company - a Digital Asset Treasury Company, we're building the infrastructure layer for this transition — accumulating SOL through our Digital Asset Treasury, running validators as Pacific Backbone for enterprise-grade performance, and deploying an AI-powered compliance stack that gives major financial institutions a real, practical path onchain.
The financial internet is being rebuilt. And unlike the early internet, this one captures value at the base layer — every transaction, every payment, every settlement.
Thank you to BEYOND Expo for bringing together the right minds in Macau.