What we learned from TOKEN2049:
1⃣RWA is getting more serious
The conversation is no longer just about tokenizing asse | Hanami
What we learned from TOKEN2049:
1⃣RWA is getting more serious
The conversation is no longer just about tokenizing assets for the sake of it.
People are talking more about distribution, compliance, liquidity, and how real-world assets can actually move onchain.
It means RWA is moving closer to real users and real use cases.
2⃣Stablecoins are becoming payment infrastructure
Stablecoins used to feel mostly like trading tools.
Now the discussion is much broader.
Payments may become one of the clearest ways crypto reaches everyday users.
3⃣AI agents need identity and governance
More autonomous systems will interact with wallets, protocols, and data.
That brings a new problem.Not every onchain actor will be human.
If agents can transact, request access, or make decisions, they also need identity, permissions, reputation, and accountability.
Trust signals will matter more
https://week.token2049.com/(Historical earnings: In 2026Q1 (period ended 2026-03-31), Circle Internet Group reported basic EPS of 0.23, diluted EPS of 0.21, net income of USD 55.253 million, and revenue of USD 0.694 billion. In the prior-year period (2025Q1, ended 2025-03-31), basic and diluted EPS were both 0.00, net income was USD 64.791 million, and revenue was USD 0.579 billion. For 2025FY (ended 2025-12-31), basic and diluted EPS were both -0.44, net income was USD -69.508 million, and revenue was USD 2.747 billion.
Consensus expectations: For 2026Q3 (event date 2026-11-04), consensus EPS estimate is 0.373 and revenue estimate is USD 0.792 billion. For 2026Q4 (event date 2027-02-23), consensus EPS estimate is 0.3117 and revenue estimate is USD 0.831 billion.)