3h lalu
Last week, we hosted our 2025 Annual General Meeting in NYC.
A thesis-driven AGM from a thesis-driven firm, we brought our investment theses to life through conversations with the top founders, policymakers, and industry leaders shaping crypto’s next decade.
Agenda & highlights below 👇
1⃣Ripple x Rail Fireside Chat
@bgarlinghouse | CEO @Ripple
@bkohli | CEO @RailFinancial
@alpackaP (moderator)
A fireside on regulation, Ripple’s acquisition of Rail, and how stablecoins and middleware are reshaping global payments.
2⃣Enterprise Blockchain Adoption (Ant x Pharos)
Joe Bian | President of Blockchain Business @AntGroup
@HZ7102 | CEO @pharos_network
@herbiefu (moderator)
On RWA adoption at internet scale, the Pharos-Ant partnership, and why modular design and stablecoins are the backbone of enterprise DeFi.
3⃣The Stablechain (Fireside with Stable)
Michael Cao | Partner @stable
@0xRodney (moderator)
How Stable is architecting a chain purpose-built for stablecoin payments with USDT as native gas and deep integrations with Tether and Bitfinex.
4⃣The AI Tech Stack (Fireside with 0G)
@michaelh_0g | CEO @0G_labs
@0xRodney (moderator)
Decentralized AI meets high-throughput blockchains.
From data + compute + chain + DA, 0G’s mainnet and recent token launch mark a new chapter for verifiable AI on-chain.
5⃣Are Stablecoins the Future of Global Payments? (Nonco x Rail)
@fdomtzf | CEO @nonco_otc
@bkohli | CEO @RailFinancial
@roshunpatel (moderator)
A discussion on middleware moats, valuation models, regulation, and why stablecoins may become the default rails of global finance.
6⃣State of the Union: What’s Hot & What’s Not
@alpackaP 's thesis presentation on how 2025 became one of crypto’s most transformative years, and how Hack VC is positioned to seize the tailwinds.
7⃣Evolving Opportunities in Tokenized Equities (Fidelity x Dinari x S&P Global)
Tom Jessop | President, Brokerage & Head of Digital Assets @Fidelity
@annabelleacta | CBO @DinariGlobal
Cameron Drinkwater | CPO @SPGlobal
@peterhansVC (moderator)
On bridging TradFi and DeFi, Dinari x S&P’s new on-chain index, and what tokenized securities mean for investors.
8⃣The Missing Pieces for Institutional Adoption (Miden)
@azeemk_ | Co-Founder @0xMiden
A framework for scaling crypto to institutions by tackling technical, regulatory, operational, and cultural barriers.
9⃣America Leading the Way (Fireside with Bo Hines)
@BoHines | CEO @Tether_to USAT & White House AI Advisor
@alpackaP (moderator)
A wide-ranging fireside on the GENIUS & CLARITY Acts, stablecoin policy, and the intersection of AI & crypto in U.S. competitiveness.
Grateful to all our LPs, founders, and partners who joined us.
The feedback said it best:
“Panels were high quality.”
“Top allocators in the room.”
“Only complaint? That it didn’t last longer.”
Until next year 👋
5,8 rb
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