ETHConf 2026
who it's for
founders and startup executives, institutional investors and allocators, protocol and core engineers, payments and treasury engineers, product managers for crypto products, compliance and legal teams, security and audits teams
topics
stablecoin payments at scale; institutional block space (ETHGas); MEV reduction and economics; real-world asset tokenization; privacy pools and shielded pools; LLM-generated formal specs; onchain transaction banking; institutional custody on shielded chains; onchain derivatives evolution; open cap table protocol; multichain fragmentation single API; payments-grade onchain rails
| title | author | length |
|---|---|---|
| Fireside Chat | Vivek Raman, Ashley Stanhope | 19m |
Argues public blockchains are at an institutional inflection point and pins a long‑run ETH valuation thesis at $250,000 ETH target, grounded in treating ETH as… | ||
| Is Ethereum Realtime Ready | Kevin Lepsoe | 17m |
Ethereum currently shows 12-second blocks with unpredictable execution and $250–$300M annual MEV extraction; ETHGas makes block space tradable and inserts… | ||
| The Digital Assets Mirage | Chris Yin | 17m |
Charts claim $30B in RWAs, 4x since February and 30% growth last quarter, but the growth concentrates in single assets — $2.8B with 43 holders, $1.5B with 29… | ||
| How Do Markets Evolve When Finance Never Sleeps | Mike Cahill | 13m |
Argues that Pyth builds an original price source by stitching anonymized trade feeds from trading firms into cryptographically provable prices delivered to… | ||
| Building Infrastructure for the Future of Finance on Top of Ethereum | Vlad Novakovski | 14m |
Custom L2 runs finance primitives with ZK circuits enforcing first-in-first-out order matching and liquidation rules, while a centralized sequencer signs every… | ||
| Tracking Ethereum Like an Insider | Christine Kim | 22m |
A concrete method for tracking Ethereum centers on a three questions framework: 1) governance as layered formal EIPs (EIP‑1, EIP‑7723) plus shifting informal… | ||
| Fireside w/ | Chris Giancarlo, William Mougayar | 31m |
Recounts the 2017 CME pitch to list Bitcoin futures when BTC trades around $1,000 and the Senate testimony that goes viral with the line my son is interested… | ||
| Building Stablecoin Payments at Scale | Justin Gainsley | 15m |
Four years of work leads to a concrete claim: stripping volatile tokens and going all‑in on stablecoins raises conversion, volume, and merchant satisfaction… | ||
| Society Protocol: The Future of Human Coordination | Ashton Keys | 21m |
Proposes a concrete architecture called Society Protocol that models a live “model world” on Ethereum as four-dimensional synchronized state machines, claiming… | ||
| Using LLM Generated Formal Specs to Prevent the Next DeFi Hack | Mooly Sagiv | 23m |
LLM-generated specs convert informal intent into formal invariants (for example sum of balances equals the total) that feed provers like Certora’s, Rocq, Lean… | ||
| Fireside Chat | Shan Aggarwal, Haseeb Qureshi | 25m |
Coinbase Ventures invests off Coinbase's balance sheet, can hold positions for 20 years and now writes larger Series B–D checks to fill late-stage gaps… | ||
| Privacy without Terrorists | Ameen Soleimani | 15m |
Covers Tornado Cash origins, MolochDAO funding and the admin key set to zero, the August 8 2022 US Treasury sanction after North Korea laundered over $600… | ||
| Fireside Chat | Carlos Domingo, Camila Russo | 24m |
Securitize announces an S-4 approved and a SPAC merger with Cantor Equity Partners II to list on the NYSE around July 2 under ticker SEC, bringing roughly half… | ||
| Connecting DeFi with TradFi | Sonya Kim | 21m |
3F builds a one-click leverage primitive on Morpho using bridge facilitators to mimic flash loans in the real world, solving RWA settlement delays (T+1) that… | ||
| An Onchain Alternative to Global Transaction Banking | Erbil Karaman | 13m |
Huma's PayFi network claims to replace New York‑centric global transaction banking (USD Fedwire ~$1.1 quadrillion, CLS ~$1.8 quadrillion) by running… | ||
| The Moat is Where Your Data Lives | James Kurz | 13m |
Claim: AI growth creates storage deserts as GPU farms move to cheap‑power regions like Wyoming, northern Norway, Finland and Ohio, and physics plus steep… | ||
| How to Build a Non USD Stablecoin | Kevin Zhang | 17m |
Loon launches a Canadian dollar stablecoin in 2021 and captures about two‑thirds of the domestic market, claiming CADC runs roughly a $2 million market cap yet… | ||
| Fireside Chat | Tom Zschach, Aryan Sheikhalian | 21m |
SWIFT describes a blockchain layered atop its messaging network called the SWIFT ledger that banks can use to settle interbank cross‑border payments with… | ||
| Lessons from 10 Years of the Ethereum Identity Stack | Brantly Millegan | 14m |
History and practical lessons from a decade building the stack: ENS starts development in 2016 and launches 2017 and by 2021 becomes ENS is a username and… | ||
| How Ethereum's Tokens Can Continue to Evolve | James Waugh | 18m |
Argues that token design has stalled since 2021—projects still use the Compound governor contract—while valuations surge and token prices fall year over year… | ||
| Welcome & Introduction – Ipshita Kumar | Ipshita Kumar | 01m |
Afternoon session opens with a brief welcome and a claim that Hype is the go-to marketing partner for ambitious crypto and emerging tech firms, then frames a… | ||
| Fireside Chat | Erik Repp, Yuga Cohler | 19m |
X2X provides a well-typed schema to declare payments across rails so agents express “I want to pay” instead of filling 14 form fields, and it runs on ~15… | ||
| Powering Stripe's Stablecoin Stack | Henri Stern, Jacob Willemsma | 22m |
Privy builds embedded wallets and key‑management SDKs used by several thousand customers (Jupiter, Uniswap, Klarna) to hold and move stablecoins; the stack… | ||
| Introducing the Open Cap Table Protocol | Thibauld Favre | 12m |
Argues the private market is the wedge for onchain equity and backs it with numbers: over $4 trillion in private valuation and more than a thousand unicorns… | ||
| When a Stablecoin Becomes Core Infrastructure | Sam Kazemian, Spencer Noon | 20m |
FraxUSD claims a concrete path to becoming core money: it backs balances with Fed reverse repos money market fund securities T-bills and FDIC-style RWAs… | ||
| Welcome & Introduction – Ria Riaz | Ria Riaz | 01m |
Day two opens with a quick welcome and a reminder that the breakout stage is live and ready for attendees to join. The agenda highlights a stacked lineup… | ||
| Fireside Chat | Pedro Gomes, Francesco Andreoli | 20m |
WalletConnect describes a shift from a general interoperability tool to a payments-first product, launching WalletConnect Pay and leveraging its 700+ wallets… | ||
| Why Institutional Custody Breaks on Shielded Chains | Lukas Helminger | 09m |
Institutional custody fails on shielded chains because threshold signatures don’t apply to ZK proofs, and the proposed fix is to run the prover inside an MPC… | ||
| Fireside Chat | Steven Goldfeder, Amanda Cassatt | 25m |
Arbitrum starts as a fall 2014 Princeton class project and is built with fraud proofs tied to Ethereum, now serving as a top-five blockchain by economic… | ||
| Solving Ethereum’s Multi Chain Fragmentation With a Single API | Philipp Zentner | 13m |
Claims that on-chain finance already holds about $31B in RWAs and ~$400B including stablecoins, with 95% of stablecoin movement on Ethereum L2s and 30% on… | ||
| Trusting Agents With Capital: The Gearbox Playbook | Mikhail Lazarev | 19m |
Claims a production-ready playbook: zero incidents, zero bad debt over 5 years, two years of pilots starting on EigenLayer, and a live demo that has an agent… | ||
| The Idle Trillion | Nick Stoev | 13m |
Claims that only ~10% of $300B stablecoins are actively working while BCG projects $18T by 2033, and that settlement is already solved via custodians… | ||
| Welcome & Introduction – Kartik Talwar | Kartik Talwar | 03m |
Day two runs with 2,000 attendees and 150 speakers in New York to intentionally bridge DeFi and TradFi; sessions focus on institutions adopting stablecoins and… | ||
| The Evolution of Onchain Derivatives | Cole Kennelly | 15m |
Traces four generations of onchain derivatives and claims gen three drives explosive scale with dedicated exchange chains and bolt-on EVMs, citing $20B 24h… | ||
| What Fintech Missed in the Real Economy | Shadman Sakib | 16m |
Argues fintech built for customers with world‑class rails while 99% of the world stitches together obscure local banks, stablecoin wallets, FX platforms… | ||
| Making Crypto Feel Invisible | Itai Turbahn, Alim Khamisa | 22m |
Dynamic launches late 2021 and gets acquired by Fireblocks in late 2025; claim is every app will have a wallet in five years and Fireblocks already routes… | ||
| "Payments Grade" Onchain Rails | Peter Watts | 13m |
Argues that the missing piece for onchain payments is exchange and interoperability, not base chains or onramps; cites USDC on ~50 chains and price divergence… | ||
| nothing matches | ||