Digital assets represent a rapidly emerging asset class, marked by accelerating adoption and a deepening integration with traditional capital markets. From the widespread use of stablecoins to blockchain‑based issuance and settlement of financial instruments at a fraction of traditional costs, the digital asset technology stack is enabling materially more efficient transaction, custody, and settlement infrastructure for an increasingly digital economy.

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In parallel, the rise of agentic AI aligns naturally with crypto‑native wallet and identity technologies, which can serve as secure conduits for autonomous digital agents to transact, coordinate, and operate independently. This convergence of digital assets, AI, and financial infrastructure is creating compelling, asymmetric investment opportunities across public markets.