File / Download
Tokenized Money is Maturing
Insights from 19 conversations with founders and operators from two days at the Stablecoin Conference 2026 in Mexico City.
Five things that stood out from our conversations:
Speculation gave way to plumbing: rails, accounts, settlement, compliance.
Regulation flipped from blocker to moat.
The dollar stablecoin race is over. The real fight is local currency.
Local coins are a payments game, not a savings game.
Tech is a commodity now. Value has moved to distribution, licenses, and brand.
Featuring Agora, Polygon, LightSpark, Morpho, Anchorage Digital, Capa, Minteo, Juno, HopNow, and more.