@ethconf NYC 2026: Notes from the room 🟢 First year for ETHConf: Smaller crowd, no tourists, meaning better conversations. 🟢 The most institutional ETH conference we've seen. Not just the logos (BlackRock, DTCC, Moody's) but the room itself: people sent by their banks and asset managers to learn 🟢 The agenda was stablecoin payments, onchain credit, tokenized securities, institutional collateral, agent wallets, regulatory clarity. 🟢 Three forces are pulling at the same stack right now: Capital markets, payments, AI agents. All three need trust, settlement, identity, programmability. Ethereum has the institutional relationships and regulatory surface area to serve all three at once. 🟢 Security is finally part of the build conversation. Not a post-launch checkbox. Recent hacks are doing what years of awareness campaigns couldn't. 🟢 Knicks lost 1 game but the city still went bananas The market is down but the signal is high. Ship Safely.🚀