Money Frontier 2026: 7-Day Countdown - Summit Highlights Sneak Peek
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Money Frontier 2026: 7-Day Countdown - Summit Highlights Sneak Peek
When AI leaders are already difficult to participate in or overvalued, have ordinary investors really missed this round of opportunities?
Navigating Web3 tides with focused insightsMoney Frontier 2026 will be held at Hopewell Hotel Hong Kong from July 27 to 28, gathering top industry enterprises, leading platforms, investors, policy researchers, and frontline operators to share real observations and practical experience from the market, products, and industry scenes.
The summit does not discuss macro trends of Web3 and AI, but focuses more on specific changes that have already occurred and are reshaping the industry, helping participants see the new market structure, understand how opportunities form and where risks hide, and establish executable judgments.
When public markets and crypto markets accelerate convergence, why are capital prices becoming more fragmented? When traditional high-return opportunities gradually disappear, where can investors still find opportunities with controllable risks? When AI leaders are already difficult to participate in or valuations are too high, have ordinary investors really missed this round of opportunities?
Agenda Highlights Preview
Highlight 1: Latest Regulatory Policy Dynamics
US National Strategic Bitcoin Reserve, What to Watch Next?
The Bitcoin Policy Institute, which has long participated in US Bitcoin policy research and advocacy, will share the latest progress on the US strategic Bitcoin reserve and related policies. The institution has long conducted Bitcoin research and public policy advocacy for policymakers and continues to publish research on strategic reserves.
What deserves attention is not just whether the Bitcoin bill will pass, but what institutional path the strategic reserve will follow, where the assets come from, how Congress and the executive branch will coordinate, and how these policy changes may affect institutional allocation, market liquidity, and other countries' digital asset policies. This session will help participants penetrate news headlines to understand the actual pace of policy implementation, key obstacles, and its potential market impact.
Legislative Council members of Hong Kong will also share insights on the future development direction of digital assets in Hong Kong.
Highlight 2: How to Understand the New Market Structure
With the continuous development of DeFi and CeFi, Digital Asset Treasury companies (DAT), RWA, asset tokenisation, and new asset issuance platforms are accelerating the connection between public markets and crypto markets.
However, connection has not unified the market, but instead amplified liquidity fragmentation. Due to differences in capital costs, access conditions, collateral rules, redemption mechanisms, trading hours, and jurisdictions across different platforms, the same asset may form different interest rates, prices, and liquidity on different platforms, as well as between digital assets and traditional financial markets.
The Bank for International Settlements points out that RWA and tokenisation may exacerbate market fragmentation and drive up financing costs; Federal Reserve research also shows that pricing friction and market segmentation still exist between the digital currency market and traditional financial markets.
Therefore, capital allocation is no longer just about choosing platforms and comparing surface yields, but identifying friction and boundaries between different markets, understanding different types of product structures, judging whether price differences come from market access, liquidity, credit, leverage, and subsidies, or risks not yet clearly labeled, and thereby managing capital costs, redemption, custody, counterparty, smart contract, and regulatory risks.
On July 27, founders and CEOs of multiple top protocols such as Ethena and Spark (MakerDAO) will deeply dissect their product structures, yield sources, and platform operating mechanisms. The CEO and Chairman of Strive will also share the product structure, yield logic, and potential risks of new credit products based on Bitcoin such as STRC and SATA.
Senior executives from multiple traditional financial institutions and the digital asset industry will also bring frontline observations and unique judgments from different market and business perspectives.
Highlight 3: When AI Makes Everyone a Target Worth Attacking
When AI moves from concept to reality, security issues no longer belong only to large institutions, trading platforms, or high-net-worth individuals.
Identity, accounts, assets, communication records, and social relationships may all become attack entry points. Facing lower-cost, scaled, and highly personalized attack methods, are traditional security habits still effective?
The summit will discuss how AI changes the way attackers screen targets, obtain information, and carry out attacks, and how individuals and institutions should re-examine identity verification, asset custody, device permissions, and internal security processes.
The core question is not just "Is AI dangerous", but: When attack costs drop rapidly, how should we increase the attackers' costs?
Highlight 4: How to Find Opportunities and Growth Paths in the AI Wave?
Worried about missing the AI wave? Actually, not necessarily. A better investment entry point for AI may not be before technological breakthroughs, but when technology is validated by the market and rapid growth begins to expose industry bottlenecks.
For most investors, opportunities do not necessarily come from betting on the next AI application in advance. Investing large amounts of time and capital to judge a technology that has not yet been validated often means assuming risks where one does not have an advantage.
A more realistic path is to wait for the technology or trend to complete market validation and enter a rapid expansion phase, then look for industry bottlenecks exposed during the growth process. When demand rises rapidly, key resources such as GPU, memory, data centers, and electricity often cannot expand synchronously, and supply-demand imbalance arises thereof.
Compared to predicting who will become the next winner, these links that have been validated by real demand but are constrained by supply capacity may provide ordinary investors with clearer judgment basis and participation paths.
Which shortages are just temporary cyclical mismatches? Which bottlenecks may last for several years? Which assets, although located in the AI industry chain, cannot truly share industry growth? And how to identify key links with pricing power, production expansion barriers, and real customer demand?
You will get answers to these in the July 27 agenda.
Well-known investors such as Xingkong will share their investment experience and judgment frameworks in the frontier technology primary market; Xiandao will also continue to bring "Second Life Practical Manual", sharing how to turn judgments on new trends into executable personal choices and practices.
Day 2: From GPU to Electricity, Dissecting the Entire AI Computing Power Infrastructure Industry Chain
Highlight 1: Domestic Chips Accelerate Entry into Intelligent Computing Centers, New Industry Window is Opening
With the acceleration of large model inference and industry AI application implementation, competition in domestic computing power is no longer limited to a single technical route. How can domestic general-purpose GPUs further enter intelligent computing centers and real business scenarios? How to leverage China's industry chain advantages to overtake on a bend and shake the market landscape of overseas GPU giants? Can ASICs optimized for specific AI tasks form new breakthroughs between performance, energy efficiency, cost, and scaled deployment? The summit will invite industry representatives from Moore Threads, as well as Dr. Yang Zuoxing, founder of Yanji Electronics, who has long been deeply engaged in domestic AI ASIC R&D and launched the self-developed "Shenmou" brand, to share the R&D progress, implementation practices, and industrialization direction of domestic intelligent computing chips from different technical paths, jointly observing the new opportunities opening up in the local computing power ecosystem.
Highlight 2: Domestic Open-Source Large Models Lower Innovation Threshold, Agents Move Towards Real Applications
With the emergence of high-performance open-source large models such as ChatGLM 5.2 and Kimi K3, more and more enterprises can directly obtain model capabilities close to the frontier level. Models are no longer exclusive resources of a few top companies, and the focus of competition in the AI industry is also shifting from "who can train larger models" to "who can build truly usable products and systems based on models".
This also brings a new development window for Agents. When model capabilities become foundational capabilities that can be called, how can enterprises further connect data, tools, and business processes? Which Agents have moved out of concept demonstrations and entered real production scenarios? Which applications have the possibility of continuous demand, payment ability, and scaled replication? How to form a closed loop between model capabilities, computing power costs, and business models?
Through topics such as "Agent Wave: Comprehensive Reshaping from Technical Evolution to a New Era of Industry" and "From Model to Agent: Implementation of AI Native Applications, Computing Power and Capitalization Paths", the summit will invite guests from Tencent Cloud, BytePlus Hong Kong, KUAI.CLOUD, as well as AI startups and investment institutions to share actual cases and development directions of Agents, observing the new generation of AI application ecosystems being spawned by domestic open-source models from different dimensions such as technical evolution, product implementation, computing power support, and commercialization paths.
Highlight 3: From Data Center Going Global to AI Factory, Engineering Capability Becomes Core Barrier
AI data centers are not simply adding GPUs in traditional server rooms. As the power density of single cabinets continues to increase, power supply and distribution, cooling, network interconnection, equipment deployment, and operations and maintenance systems all need to be redesigned. Whether land, electricity, equipment, and operational capabilities can be organized into a stable, efficient, and sustainably scalable system is becoming the true engineering barrier of the computing power industry.
Data center going global also means more complex real-world problems: How to choose parks and power conditions suitable for AI loads? How to control construction cycles and delivery costs? What differences exist in infrastructure, supply chains, and operational environments across different markets? What upgrades do traditional data centers need to complete to truly evolve into "AI Factories" oriented towards AI training and inference?
Centering on topics such as "Data Center Going Global" and "Beyond Traditional Data Centers: The Rise of AI Factory and Intelligent Computing Power", enterprises such as canaan, Xinke Intelligence, Skyward Digital, JDK Capital, Goodvision AI, as well as industry guests including the head of the special working group of the Presidential Committee for Artificial Intelligence National Strategy of Korea, will combine frontline project experience to dissect key know-how in data center planning, construction, going global, and operations, discussing which experiences can be replicated and which technical and construction risks are most easily overlooked. The agenda will also focus on core links such as power supply reliability, cabinet power density, cooling systems, network interconnection, and operational capabilities.
Highlight 4: From POW to AI, the Value Boundary of Power Resources is Being Redefined
If GPU determines the performance of computing power, and data centers determine the carrying method of computing power, then electricity constitutes the bottom-layer resource constraint of the entire computing power system. With the continuous growth of AI computing power demand, AI data centers and POW are competing for the same batch of scarce resources—stable and price-advantageous electricity, sites suitable for deploying high-density equipment, and power contracts capable of locking in long-term costs."
In this context, electricity is no longer just an operating cost of data centers, but may also become a strategic asset that needs to be independently configured, operated, and revalued. Can different types of computing power loads switch flexibly according to market demand? Can existing POW infrastructure further carry AI computing? How to improve the computing power value created by unit megawatt power resources? What new asset forms and business models may be formed around electricity, parks, and load scheduling?
Through topics such as "From POW to AI" and "What Problem Did POW Solve? What is the Next Problem?", the summit will start from existing computing power industry experience and further extend to the allocation efficiency, yield elasticity, and future opportunities of power resources. Whether existing AI computing services or Token distribution mechanisms can achieve efficient, transparent, and scalable resource organization like mining pools allocating computing power still awaits further industry validation. KuPool will also start from problems already solved by POW to explore new propositions that the computing power industry needs to face in the next stage: When chips and models continue to iterate, what truly determines the industry expansion boundary may not be just the power resources themselves, but also the ability to organize, schedule, and trade computing power.
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