If intelligence is no longer scarce, where does lasting value come from? It's a question every builder and investor now faces. During @kbwofficial, our co-founder and executive chairman @ysiu joined @mfigge (@yugalabs)and @amandacassatt (@serotonin_hq) in a panel moderated by @jacqmelinek of @StrataMedia_. Lasting value will grow for the people and communities who hold verifiable rights to what they create, and blockchain gives them the infrastructure to do so. In an economy shaped by AI, digital property rights are the foundation for fair participation. As intelligence becomes abundant, what do you think will become truly vital? #KBW2026#

They see this market growing 100–1,000x. At @kbwofficial, @seyong, co-founder of @fomo, joins @_dsencil on social finance, RWAs, tokenized equities and its goal to become a distribution layer for all things on-chain. See where that vision leads. ⏬

Yield in crypto gets sold as one number, ‘APY’. But staking rewards, tokenized treasuries, tokenized credit and stablecoin float are four different products. Each one has someone bearing a different risk, and most of the time nobody has said whose. That was the question I put to this panel at @kbwofficial: not "where is the yield," but "who is bearing the risk, and can anyone price it." Four seats, four layers of the stack: @luganodes : where staking yield is produced @RedStone_DeFi : trying to rate it @NYLIManagement : underwriting it for an ~$800B balance sheet InterVest : deciding whether Asian capital can reach it Thank you Max, @MarcinRedStone , @ThomasGSy and Hogun.

Seoul was all about institutions this week, and Figment was in the room. 🇰🇷 Three panels across the @Official_Upbit Institutional Summit, @kbwofficial and Optimum's CODED, on institutional adoption and tokenization at scale. Thank you to our guests and @KODA_custody for a great evening to wrap up the week. Read more about how Figment and KODA have partnered to expand staking to South Korean institutions 👇

“It was the right idea, the wrong time.” At @kbwofficial, @dragonfly GP @tomhschmidt tells @_dsencil what Polymarket and Ethena taught him about timing, then looks ahead to perp DEXs, prediction markets and crypto AI. Watch now. In a year, this may read very differently. ⏬

We spent the past two weeks with the Hyperliquid community in Seoul and Singapore. Thank you to everyone who came through, and to @HyperliquidX, @hypurr_co, @HL_forum and @kbwofficial for hosting us. Let's keep putting more of finance on Hyperliquid.

Your next customer is an AI agent. GOAT Network CEO @KevinLiu’s full keynote from @kbwofficial 🇰🇷 Learn how agents buy, why most merchants are still invisible to them, why the settlement underneath should be secured by Bitcoin, and how GOAT Flow can get your business ready. →

Our job broadly at @solanainstitute is to make the case to governments around the world for the vision of an open, credibly neutral financial system, and to ultimately build a policy, legal and regulatory environment that allows for that vision to be realized. A lot of the work and activity that occurs on public blockchains like @Solana is highly regulated: capital raising, trading of securities, trading of derivatives. We have a lot of work to do to change the rules that were designed for an intermediated legacy system and allow for that vision to become a reality. Grateful to have made that case to leaders in Seoul at @kbwofficial 2026 and Solana Summit Korea.

We were proud to sponsor @kbwofficial and to have Chris Tam, President and Head of Innovation, on the main stage presenting how our Quantum Secure Stablecoin Network (QSSN) secures the infrastructure behind Asia’s stablecoins. The timing was perfect. BTQ was just named security partner for @moonpay Korea’s stablecoin infrastructure, and signed a three-year commercial agreement with Kaia DLT Foundation to deploy QSSN across @kaiachain, with LINE NEXT’s Unifi Wallet among the first consumer applications to benefit. Korea is building bank-grade stablecoins now, and BTQ is making them quantum-safe from day one. $BTQ

Our Managing Partner Steve Lee @xxstevelee spoke at @kbwofficial in Seoul on October 1 about VC investing in digital assets: what’s changed in the market, where Neoclassic is investing, and how to spot winners.

Which parts of onchain finance actually need to be fast? At KBW 2026, Altius Labs CEO Annabelle Huang joined the panel on "Onchain Finance's Speed Problem", covering latency, transaction ordering, and what financial applications need from infrastructure to operate at real scale onchain. Thank you to @TIGER_NODE for moderating, to fellow panelists @Austin_Federa of DoubleZero Foundation and Halil Mirakhmed of The Open Platform for a sharp discussion, and to @kbwofficial and @Official_Upbit for hosting.

Tom Lee: Continued DAT Buying Could Push Crypto Prices Higher On September 30, 2026, BitMine Chairman Tom Lee @fundstrat told CoinDesk @CoinDesk at Korea Blockchain Week that digital asset treasury companies (DATs) trading above their net asset value can raise capital to buy more crypto, reducing available supply and potentially driving prices higher. Citing HYPE as an example, he said a Hyperliquid DAT holds about 14% of the token supply and continues to buy. If its holdings reached 50%, HYPE could rise parabolically. WuBlockchain notes that Tom Lee's market forecasts tend to be optimistic. His bullish targets may not materialize, and actual market performance may differ significantly from his predictions. Readers are encouraged to focus on his analytical reasoning rather than use specific price targets or timelines as a basis for investment decisions.

South Korea is one of the world’s largest crypto markets, ranking among the top 5 globally for both crypto flows and adoption according to the latest Chainalysis report. At @kbwofficial , our Global Head of Policy, Mykolas Majauskas, shared some of the lessons we have learned from working with regulators and building regulated businesses across different markets. “One lesson is universal. Trust comes before growth. For a global digital asset company, that means understanding local rules, building real substance and being prepared to stay through different market cycles.” Technology, governance and security are prerequisites. But long term credibility also comes from showing regulators that a company is there to contribute, share experience and operate to the standards expected of established financial institutions.

Galaxy's Head of Firmwide Research, Alex Thorn (@intangiblecoins) took the stage at Korea Blockchain Week in Seoul to tackle a question the whole market is asking: Will Bitcoin's 4-year cycle ever die? As Bitcoin matures into an institutional asset class, it becomes more important to pressure-test the frameworks we use to understand it. Thank you to the @kbwofficial team for having Galaxy in the room.