Consensus Miami 2026
2026-05-05..2026-05-07
Miami Beach, United States
as the organisers put it
Where crypto, finance & the future of money converge. 20,000+ leaders. 500+ speakers. Stablecoins, tokenization, TradFi & DeFi — Consensus Miami, May 5–7, 2026.
who it's for
institutional investors, crypto founders and executives, regulators and policymakers, payments and fintech engineers, blockchain protocol engineers, web3 product managers, legal and compliance officers
topics
Ethereum price modeling; tokenization of securities; stablecoin market forecasts; HTTP 402 payments standard; permissionless institutional blockchains; tokenized U.S. equities; onchain yield strategies; agentic AI for finance; NFT identity and provenance; Bitcoin native payments; custody and federal inventorying; exchange traded Bitcoin products
| title | author | length |
|---|---|---|
| Tom Lee's Case for $22,000 Ethereum | Tom Lee | 20m |
Argues Ethereum should reach $22,000 Ethereum by applying the 2021 ETH/BTC ratio to a $250,000 Bitcoin target, and says a three-month Bitcoin close above… | ||
| Michael Saylor: 'We Tripped Over' the World's Most Efficient Tax-Deferred Income | Michael Saylor | 23m |
Claims a new instrument strips yield from Bitcoin to pay an 11.5% tax-deferred return by using unrealized gains as a dividend, backed by $68B of company… | ||
| Why Grant Cardone Is Combining Real Estate and Bitcoin | Grant Cardone | 19m |
A real‑estate‑first strategy embeds large Bitcoin stakes into existing institutional deals: an example buys 101 Mizner in Boca Raton for $235M and adds about… | ||
| White House: Crypto Ethics Rules Must Apply to All | Patrick Witt | 19m |
Clarity Act is nearing finish line with most substantive issues resolved, stablecoin yield language closed and designed not to upend GENIE rulemaking, and… | ||
| A-Rod Bought the Timberwolves at the Worst Possible Time. Here Is Why It Worked. | A-Rod | 25m |
Buys the Minnesota Timberwolves during COVID for $1.5 billion and turns a near-empty arena and one national TV game into playoff contention by adding Tim… | ||
| Why the Co-Founder of LinkedIn Is Betting on NFTs Again | Reid Hoffman | 18m |
Argues that because agents outnumber people on the internet, crypto is the scalable solution for identity, provenance, and trust; cites deepfakes and verifying… | ||
| Everything You Need to Know about x402: The 30-Year-Old HTTP Code Built for the AI Economy | Erik Reppel | 19m |
x402 repurposes the reserved 402 status code into an open HTTP-native payments standard under the Linux Foundation, backed by Visa, Stripe, Cloudflare and… | ||
| Kevin O’Leary on the asset class that beat everything else in his portfolio | Kevin O’Leary | 11m |
Collectibles outperform every other holding here: a Skybox Jordan PSA 6.5 is called a best‑performing asset class, one dual‑logo Kobe‑Jordan card triggers a… | ||
| CFTC Chairman Mike Selig on crypto, prediction markets and AI-powered market surveillance | Mike Selig | 17m |
Announces a joint SEC‑CFTC taxonomy that maps crypto into five regulatory buckets (digital commodities, collectibles, tools, stablecoins, securities) and says… | ||
| Morgan Stanley's 10-Year Bet on the Future of Finance | Amy Oldenburg | 15m |
Morgan Stanley reports $200M in three weeks for its new Bitcoin ETP and sees most early flows coming from self‑directed investors and in‑kind subscriptions… | ||
| Western Union, Visa, PayPal, Meta: Why Major Payments Giants Are Racing to Solana | Kyle Samani | 20m |
Forward acquires a minority stake in Henri and commits capital into a Solana‑issued reinsurance RWA yielding 12–13% while tapping a Galaxy debt facility at… | ||
| Solana’s Anatoly Yakovenko Says Permissionless Systems Are Critical for Institutions | Anatoly Yakovenko | 13m |
Argues that institutions want a base layer with no third‑party control and that an open permissionless, trustless layer is critical; cites Solana proving scale… | ||
| Brad Garlinghouse Says Stablecoin Market Cap Will Hit $3 Trillion by 2031 | Brad Garlinghouse | 20m |
Predicts $3 trillion by 2031 for stablecoin market cap, arguing growth comes from on‑chain migration of real‑world payments, not just crypto native use. Cites… | ||
| Arthur Hayes Says Regulation Is Irrelevant, Only Fiat Liquidity Moves Bitcoin | Arthur Hayes | 15m |
Argues that Bitcoin’s price tracks fiat liquidity not regulation, backing it with charts and numbers: Fed balance sheet ≈ $7T versus Bitcoin’s rise, QE… | ||
| "If Developers Aren't Protected, We've Lost the Plot" - Solana Policy Institute CEO | Miller Whitehouse-Levine | 07m |
Claims that developer protections are undervalued and that the Clarity Act language is nearly settled shape the talk: developers need legal certainty to avoid… | ||
| How OpenSea Plans to Bring 100M People OnChain | Adam Hollander | 09m |
OpenSea claims it is now a multi‑chain marketplace that already supports 26 chains, meme coins, perps and tokenized assets, with a concrete goal to onboard 100… | ||
| MoonPay's Caroline Pham Says Managing Money Should Be as Easy as Using a Chatbot | Caroline Pham | 09m |
MoonPay outlines an institutional push built on two $100M acquisitions (Sodat and Deflo) that add Israeli defense‑grade cryptography and sub‑second Solana… | ||
| CZ on America’s Crypto Comeback, the Rise of AI Agents, and BNB | CZ | 21m |
Claims the U.S. is re-engaging and needs liquidity, pledges to help restore access to global prices; describes BNB as a three-part stack — BNB smart chain… | ||
| TradFi-Style Yield Strategies Are Now On-Chain | Anand Gomes | 09m |
Claims a first Bitcoin yield VTF that sells on‑chain covered calls to collect premium, launched on high‑throughput L2s and designed to be permissionless so… | ||
| “Four Clarities” Are Driving Crypto’s Next Big Wave, Says MoonPay President | Keith Grossman | 10m |
Claims that crypto is entering a new wave because it’s finally getting four clarities: legislative, regulatory, banking and accounting, citing a recent Tillis… | ||
| Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Arthur Hayes | 17m |
Predicts AI-driven layoffs hit the bottom 10–20% of knowledge workers (examples: Coinbase ~14%, other tech 20–40%), causing mortgage and credit shortfalls that… | ||
| Grant Cardone Sees a Real Estate Meltdown Coming, and He's Ready With Bitcoin | Grant Cardone | 10m |
Claims a real estate–Bitcoin hybrid where a 366‑unit Boca Raton building bought for $235M (built for $400M, acquired from bankruptcy) has $100M of Bitcoin… | ||
| GoMining CEO: We Solved Bitcoin's Biggest Payment Problem | Mark Zalan | 09m |
GoBTC Pay claims to enable zero-fee for users instant Bitcoin payments on the base layer by using a 2-of-3 multi‑sig custody model and GoMining's mining… | ||
| Solana's CPO Wants to Make It "The Chain for AI" | Vibhu Norby | 08m |
Solana claims over 15 million agent-driven payments and about 65% market share of agentic transactions, touting a thousand percent growth in on-chain RWAs… | ||
| How OKX Plans to Bring the $69 Trillion U.S. Stock Market Onchain | Haider Rafique | 07m |
OKX announces an investment and strategic tie-up with Intercontinental Exchange and the New York Stock Exchange to push tokenization of the $65–69 trillion… | ||
| GoMining Is Building the First Native Bitcoin Yield Product with Help From Babylon Labs | Jeremy Dreier | 08m |
GoMining integrates Babylon Labs’ trustless vaults with Aave V4 so self-custodial BTC can be locked as collateral, borrows stables that fund a mining-backed… | ||
| Anchorage Digital Is Giving AI Agents Their Own Bank Accounts | Nathan McCauley | 08m |
Launches Agentic Banking as regulated rails so AI agents can pay and get paid through cards, ACH, wires and crypto, with Google Cloud partner integration for… | ||
| SEC Crypto Task Force Chief Counsel: 'I Bought My First Bitcoin in 2013' | Taylor Lindman | 10m |
Outlines a two-bucket approach: one bucket for whether a token is a security and offering rules, the other for securities-market infrastructure and token… | ||
| Sen. Gillibrand: Lawmakers Issuing Crypto Is ‘Against the Constitution’ | Sen. Kirsten Gillibrand | 13m |
Argues for an explicit ethics provision to ban officials from issuing or promoting crypto, calling such participation “against the Constitution,” and says… | ||
| A-Rod: 'If You Fail 70% of the Time, You Go to the Hall of Fame' | A-Rod | 11m |
" If you fail 70% of the time, you go to the Hall of Fame" is the framing; admits the 2014 PED suspension cost me the Hall of Fame and leads to 12 years of… | ||
| Donald Trump Jr. on Crypto's Threat to TradFi | Donald Trump Jr. | 01m |
Claims that crypto tools are actually displacing paperwork driven middlemen by enabling direct value transfer and new products. Notes blockchain smart… | ||
| Senator Ashley Moody on the Stakes of Getting Clarity Done | Senator Ashley Moody | 01m |
Argues that shifting away from the US dollar for international transactions will damage to borrowing ability and weaken leverage in future sovereign debt… | ||
| Anchorage Digital CEO's Hot Take on Eminem and Crypto | Nathan McCauley | 01m |
Claims Eminem is the best rapper and underrated as a hot take, then pivots to crypto: predicts agents and agent commerce will trigger an entire reset of the… | ||
| Tom Lee: Bear Market Is 'Definitively Over' If BTC Goes Above $76K This Month | Tom Lee | 01m |
Claim that the bear market is definitively over if Bitcoin closes above $76,000 this month and that a market regime flip is signaled by three consecutive… | ||
| CZ Has Been 'Trying to Avoid the U.S.' Will He Make a Comeback? | CZ | 01m |
Claims to have been avoiding the U.S. for years and now responds to a policy shift in the last 18 months, plans to spend more time engaging with US builders… | ||
| Kevin O'Leary: Sports Cards Are Beating My Crypto, S&P, and Private Equity | Kevin O’Leary | 22m |
A one-of-a-kind Tiffany necklace is built around a 12.93 million Kobe-Jordan card that is offered $21 million within months, and collectibles now form a $100M+… | ||
| Ripple's Brad Garlinghouse: AI Layoffs are a ‘Travesty’ | Brad Garlinghouse | 10m |
Emerges from a landmark SEC victory and a $4 billion rebuild to push XRP as institutional collateral via the Hidden Road acquisition and Ripple Treasury… | ||
| Michael Saylor: STRC Is the 'Most Successful Financial Instrument of the Year' | Michael Saylor | 01m |
STRC reports $8.5B AUM and is growing at 340% year over year, delivering $375M of liquidity per day while realized volatility falls from 40 to 3. The claim is… | ||
| How Much Crypto Does ARod Have? | ARod | 01m |
Claims roughly 1% or 0.5% of portfolio is in crypto and that more education is needed, recounts conversations with industry insiders and panels at Consensus… | ||
| Inside the $4.2B Bullish-Equiniti Deal | Tom Farley, Dan Kramer | 07m |
Bullish buys Equiniti for $4.2 billion acquisition to create an end‑to‑end tokenized securities stack that combines issuance, registry, trading and settlement… | ||
| Eric Trump: Bitcoin Will Go to "More Than a Million Dollars" | Eric Trump | 01m |
Declares Bitcoin > $1,000,000 and repeats that conviction repeatedly while calling the market the heyday of this industry. Offers a concrete price target but… | ||
| Bidding $13M for the Kobe-Jordan Logoman Auto: Kevin O'Leary on Collectibles | Kevin O’Leary | 01m |
Overnight live bidding at 3:00 AM wins a dual Logoman Kobe-Jordan auto that was at $8M before the night, closes at $12.93M purchase in August after last‑minute… | ||
| Sen. Kirsten Gillibrand: No One Will Vote for CLARITY " If We Don't Have an Ethics Provision" | Sen. Kirsten Gillibrand | 01m |
Proposes a specific ban on officials trading crypto that bars members of Congress, senior administration officials, presidents and vice presidents from… | ||
| CFTC Chair Selig: Will Continue to Sue the States for 'Impingements on Federal Authority' | CFTC Chair Selig | 01m |
Selig announces the CFTC has filed federal suits against Arizona, Connecticut, Illinois, New York, Wisconsin (five states as of May 2026) after state… | ||
| Pomp: 'BlackRock Is Now a Bitcoin Company' | Anthony Pompliano | 01m |
Claims BlackRock’s spot BTC ETF is the firm’s largest launch in company history and has become its most profitable product, arguing the success effectively… | ||
| $150 HYPE by August? Arthur Hayes on Why He's Bullish | Arthur Hayes | 01m |
Claims $150 by August for the token and describes a live trading product called Hyperliquid that extends the familiar crypto money-making model of exchange… | ||
| Arthur Hayes: 'Alitcoins Will Never Die' | Arthur Hayes | 01m |
Claim asserts all coins will never die while also arguing 99% go to zero, framing altcoins as a high-churn asset class analogous to stocks. Cites a historical… | ||
| Ripple CEO Brad Garlinghouse Predicts Stablecoin Market Cap to Hit $3T by 2031 | Brad Garlinghouse | 01m |
Prediction claims stablecoin market cap reaches $3 trillion market cap by 2031, driven by continued growth both inside and outside the United States. The case… | ||
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