Money Frontier 2026 Countdown: 10 Days to Go – Summit Highlights First Look
The Money Frontier 2026 (https://www.moneyfrontier.info/zh) will be held at the Hopewell Centre in Hong Kong from July 27 to 28, bringing together leading industry enterprises, top platforms, investors, policy researchers, and frontline operators to share real-world observations and practical experience from the market, products, and industry.
The summit goes beyond discussing the macro trends of Web3 and AI, focusing instead on the concrete changes that have already occurred and are reshaping the industry, helping attendees understand the new market structure, grasp how opportunities are formed and where risks lie, and build executable judgments.
As the public markets and crypto markets converge at an accelerating pace, why are capital prices becoming more inconsistent? As traditional high-return opportunities gradually disappear, where can investors still seek risk-controlled opportunities? And as leading AI companies have become difficult to invest in or are overvalued, have ordinary investors truly missed this wave?
Agenda Highlights at a Glance
Highlight 1: Latest Regulatory Policy Dynamics
U.S. Strategic Bitcoin Reserve: What's Next?
The Bitcoin Policy Institute, which has long been involved in U.S. Bitcoin policy research and advocacy, will share the latest developments regarding the U.S. Strategic Bitcoin Reserve and related policies. This organization consistently conducts Bitcoin research and public policy initiatives targeting policymakers and continuously publishes studies related to strategic reserves.
What's worth paying attention to is not just whether the Bitcoin Act will pass, but rather the institutional path the strategic reserve will take, the source of the assets, how Congress and the executive branch will coordinate, and how these policy changes might affect institutional allocation, market liquidity, and the digital asset policies of other countries. This session will help attendees look beyond news headlines to understand the actual pace of policy advancement, key obstacles, and their potential market impacts.
A member of the Hong Kong Legislative Council will also share insights on the future development of digital assets in Hong Kong.
Highlight 2: Understanding the New Market Structure
As DeFi and CeFi continue to develop, Digital Asset Treasury (DAT) companies, RWA, asset tokenization, and new asset issuance platforms are accelerating the connection between public markets and crypto markets.
However, this connection has not unified the markets; instead, it has amplified liquidity fragmentation. Due to differences in capital costs, access conditions, collateral rules, redemption mechanisms, trading hours, and jurisdictions across platforms, the same asset can exhibit different interest rates, prices, and liquidity across different platforms, as well as between digital asset and traditional financial markets.
The Bank for International Settlements has pointed out that RWA and tokenization could exacerbate market fragmentation and increase financing costs; research from the Federal Reserve also indicates persistent cross-market pricing friction and market segmentation between digital currency markets and traditional financial markets.
Therefore, capital allocation is no longer just about choosing a platform and comparing headline yields. It involves identifying the friction and boundaries between different markets, understanding the structures of different products, and judging whether price differences stem from market access, liquidity, credit, leverage, subsidies, or risks that have not been clearly labeled. Investors must then manage capital costs, redemption, custody, counterparty, smart contract, and regulatory risks accordingly.
On July 27, founders and CEOs from major protocols including Ethena and Spark (MakerDAO) will delve into their product structures, sources of yield, and platform operating mechanisms. The CEO and Chairman of Strive will also share insights on new Bitcoin-based credit products like STRC and SATA, explaining their product structures, yield logic, and potential risks.
Senior executives from several traditional financial institutions and the digital asset industry will also offer frontline observations and unique perspectives from different market and business viewpoints.
Highlight 3: When AI Makes Everyone a Target Worth Attacking
As AI transitions from concept to reality, security issues are no longer confined to large institutions, trading platforms, or high-net-worth individuals.
Identities, accounts, assets, communication records, and social relationships can all become entry points for attacks. Faced with cheaper, more scalable, and highly personalized attack methods, are traditional security habits still effective?
The summit will discuss how AI is changing how attackers select targets, gather information, and execute attacks, and how individuals and institutions should re-evaluate identity verification, asset custody, device permissions, and internal security processes.
The core question isn't just "Is AI dangerous?" but rather: When the cost of attack drops rapidly, how can we raise the cost for attackers?
Highlight 4: Finding Opportunities and Growth Paths in the AI Wave
Worried you've missed the AI wave? That might not be the case. A better entry point for investing in AI may not lie before a technological breakthrough, but rather when the technology has been validated by the market and rapid growth begins to expose industrial bottlenecks.
For most investors, opportunities may not come from betting on the next big AI application early. Investing significant time and capital to judge an unproven technology often means taking on risks where one does not have an advantage.
A more realistic path is to wait for a technology or trend to achieve market validation and enter a phase of rapid expansion, then look for the industrial bottlenecks exposed during this growth. When demand surges rapidly, critical resources like GPUs, memory, data centers, and electricity often cannot scale synchronously, creating supply-demand imbalances.
Compared to predicting who the next winner will be, these links—already validated by real demand yet constrained by supply capacity—may offer ordinary investors clearer judgment criteria and participation paths.
Which shortages are merely temporary cyclical mismatches? Which bottlenecks might persist for years? Which assets, though part of the AI industrial chain, cannot truly share in the industry's growth? And how can one identify key links with pricing power, barriers to expansion, and genuine customer demand?
You will find the answers to these questions on the July 27 agenda.
Notable investors including Xingkong will share their investment experience and decision-making frameworks in the frontier technology primary market; Xiandao will also continue their "Second Life Practical Manual," sharing how to transform judgments on new trends into executable personal choices and practices.
Day Two: From GPU to Electricity, Deconstructing the Entire AI Computing Infrastructure Chain
Highlight 1: Domestic Chips Accelerate Entry into Intelligent Computing Centers, Opening a New Industrial Window
With the accelerated deployment of large model inference and industry-specific AI applications, the competition in domestic computing power is no longer limited to a single technological route. How can domestic general-purpose GPUs further penetrate intelligent computing centers and real business scenarios? How can China leverage its industrial chain advantages to take a different path and challenge the market dominance of overseas GPU giants? Can ASICs optimized for specific AI tasks achieve a new breakthrough in performance, energy efficiency, cost, and规模化 deployment? The summit will invite representatives from Moore Threads, as well as Dr. Yang Zuoxing, founder of Yanji Electronics, which has long been dedicated to domestic AI ASIC R&D and launched its proprietary "Shenmu" brand, to share from different technical paths the R&D progress, practical implementation, and industrialization direction of domestic intelligent computing chips, collectively observing the new opportunities emerging within the local computing ecosystem.
Highlight 2: Domestic Open-Source Large Models Lower the Barrier to Innovation, Agents Move Towards Real-World Applications
With the release of high-performance open-source large models like ChatGLM 5.2 and Kimi K3, more and more enterprises can directly access model capabilities close to the frontier. Models are no longer a resource exclusive to a few top companies. The competitive focus of the AI industry is shifting from "who can train a bigger model" to "who can build genuinely usable products and systems based on a model."
This also opens a new development window for Agents. With model capabilities becoming a basic, callable resource, how can enterprises further connect data, tools, and business processes? Which Agents have moved beyond conceptual demonstrations into real production scenarios? Which applications show sustained demand, willingness to pay, and potential for scaled replication? And how can a closed loop be formed between model capabilities, computing costs, and business models?
Through topics such as "The Agent Wave: Comprehensive Rebuilding from Technological Evolution to a New Industrial Era" and "From Model to Agent: Implementation, Computing Power, and Capitalization Paths for AI-Native Applications," the summit will invite guests from Tencent Cloud, BytePlus Hong Kong, KUAI.CLOUD, and AI startups and investment institutions to share real-world cases and development directions for Agents. From different dimensions including technological evolution, product implementation, computing support, and commercialization paths, they will observe the new generation of AI application ecosystems fostered by domestic open-source models.
Highlight 3: From Data Center Overseas Expansion to AI Factory, Engineering Capability Becomes the Core Moat
An AI data center is not simply a traditional server room with added GPUs. As the power density per rack continues to increase, power supply and distribution, cooling, network interconnection, equipment deployment, and operation & maintenance systems all need to be redesigned. The ability to organize land, electricity, equipment, and operational capabilities into a stable, efficient, and sustainably scalable system is becoming the true engineering barrier in the computing power industry.
Expanding data centers overseas also presents more complex real-world problems: How to choose locations and power conditions suitable for AI workloads? How to control construction timelines and delivery costs? What are the differences in infrastructure, supply chains, and operating environments across different markets? What upgrades are needed for traditional data centers to truly evolve into "AI Factories" for AI training and inference?
Focusing on topics like "Data Center Overseas Expansion" and "Beyond Traditional Data Centers: The Rise of AI Factories and Intelligent Computing," enterprises such as canaan, XinKe Intelligence, Skyward Digital, JDK Capital, Goodvision AI, along with industrial guests including the head of a special task force under Korea's Presidential National AI Strategy Committee, will deconstruct the key know-how in data center planning, construction, overseas expansion, and operations based on first-hand project experience. They will discuss which experiences are replicable and which technical and construction risks are most easily overlooked. The agenda will also pay special attention to core aspects like power supply reliability, rack power density, cooling systems, network interconnection, and operational capability.
Highlight 4: From PoW to AI, the Value Boundary of Power Resources is Being Redefined
If GPUs determine the performance of computing power, and data centers determine how it is hosted, then electricity forms the most fundamental resource constraint of the entire computing system. As AI computing demand continues to grow, AI data centers and PoW are competing for the same scarce resources: stable, cost-advantageous electricity, suitable sites for high-density equipment deployment, and power contracts that can lock in long-term costs.
In this context, electricity is no longer just an operational cost for data centers; it could also become a strategic asset that needs to be independently allocated, operated, and revalued. Can different types of computing workloads be flexibly switched based on market demand? Can existing PoW infrastructure be further utilized to carry AI computing? How can the computing value created per megawatt of power resources be improved? And what new asset forms and business models might emerge around electricity, sites, and load scheduling?
Through topics like "From PoW to AI" and "What Problem Did PoW Solve? What's the Next Problem?", the summit will start from existing computing power industry experience and extend to the allocation efficiency, revenue 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 allocate hashrate remains to be further validated by the industry. KuPool will also start from the problems PoW has solved to explore the new propositions the computing power industry must face next: When chips and models are constantly iterating, what truly defines the boundary of industry expansion might not just be electricity resources themselves, but also the ability to organize, schedule, and trade computing power.
For more details, please visit: https://www.moneyfrontier.info/
For attendance and cooperation inquiries, please contact the summit staff.
