Where is the true defensible moat in AI x Web3?
A high-density dialogue with:
๐ค Jay Yu
@0xfishylosopher, Junior Partner,
@PanteraCapital
๐ค Vaelyn Luo
@Cyph3rVae, General Partner,
@PlutosCap
The 2026 Outlook:
โ From chatbots to economic actors.
โ Agentic Commerce is the next e-commerce-sized generational wealth event.
โ Mass adoption requires completely abstracting the human-agent UI.
โ The final boss: KYC, identity provenance, and credit for AI delegates.
Explore the future of the autonomous stack. ๐
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HongKong# #
RWA# #
Tokenization# #
Blockchain#