Stablecoin Odyssey 2026 · Hong Kong
In 2025, stablecoins processed nearly $46 trillion in annual transaction volume, with total market capitalization exceeding $300 billion. What once lived quietly inside crypto rails has begun to break free—evolving from niche infrastructure into the early contours of a global settlement layer. Across the stack, something fundamental is changing. From upstream reserves and issuance, through midstream protocols and settlement infrastructure, to downstream wallets, payments, and yield-bearing financial tools, the stablecoin ecosystem is no longer a collection of isolated ports.
It is becoming a river of value. Sourced from sovereign assets, corporate treasuries, and onchain liquidity, this river flows through protocols and networks, carving new trade routes and carrying capital toward real-world commerce, coordination, and everyday use.
In February 2026, Stablecoin Odyssey sets sail alongside Consensus Hong Kong, bringing together builders, issuers, infrastructure providers, and operators navigating this river firsthand. Gathering those arriving in Hong Kong—and those already anchored here—the event aims to chart the currents of 2026, bridge upstream and downstream, and explore the new frontiers of stablecoin-driven finance.
在 2025 年，稳定币的年交易量接近 46 万亿美元，总市值突破 3000 亿美元。曾经只在加密轨道中悄然运行的基础设施，正开始走向更广阔的世界——从一个小众的技术组件，演变为全球结算层的早期轮廓。在整个技术与产业堆栈中，一场根本性的变化正在发生。从上游的资产储备与发行，到中游的协议与结算基础设施，再到下游的钱包、支付以及生息型金融工具，稳定币生态已不再是一个由孤立港口组成的集合。
它正在成为一条价值之河。这条河流源自主权资产、企业财库与链上流动性，穿行于协议与网络之间，开辟新的贸易航线，将资本输送至真实世界的商业、协作与日常使用场景之中。
2026 年 2 月，Stablecoin Odyssey 将与 Consensus 香港大会 同期启航，汇聚那些正亲身航行在这条价值之河上的建设者、发行方、基础设施提供者与运营者。无论是因大会而来港，还是已在此扎根的参与者，本次活动旨在共同勘探 2026 年的水流与方向，打通上下游，探索由稳定币驱动的金融新大陆。
Agenda 议程
13:00 – 13:30｜Boarding the River 登船集结
Signing In and Mapping Positions
签到与生态定位
Participants check in and identify their position across the stablecoin stack, setting a shared context for cross-layer collaboration.
与会者签到并标注其在稳定币产业链中的位置，为后续跨环节交流建立清晰坐标。
13:30 – 13:45｜Setting the Course 汇流定向
Opening Remarks & Landscape Overview
开场致辞与全景梳理
The host showcases the 2026 HK stablecoin landscape and frames the core themes guiding the day’s discussions.
主办方展示《2026 香港稳定币全景图》，明确本次活动的核心主题与讨论脉络。
13:45 – 14:30｜Shaping the Source 源头塑形
PANEL ONE - Infrastructure: Building Payment Blockchains for the Agentic Economy
圆桌一：基础设施：构建面向智能体经济的支付公链
This panel explores how payment blockchains are evolving into general-purpose settlement layers serving people, businesses, and the agentic economy.
探讨支付公链如何演进为通用结算层，并支撑个人、企业与智能体经济的协同运行。
14:30 – 15:15｜Structuring the Flow 价值筑基
PANEL TWO - Asset Management: Yield Sources and Risk Boundaries in DeFi & CeDeFi
圆桌二：DeFi & CeDeFi：钱到底是怎么赚出来的？——链上理财的收益来源与风险边界
A discussion unpacking the real economics behind DeFi & CeDeFi yields—distinguishing sustainable revenue from structural design, and understanding systemetic risks.
一场揭示 DeFi 与 CeDeFi 收益背后真实经济逻辑的讨论——区分可持续收入与结构设计，并理解系统性风险。
15:15 – 15:30｜Riverbank Interlude 河岸补给
Networking Tea Break
中场茶歇与交流
A short networking break designed for informal conversations and quick ecosystem connections.
供与会者进行轻度交流与初步对接。
15:30 – 15:45｜Keynote 主题演讲
15:45 – 16:30｜Fueling the Current 发行加速
PANEL THREE - RWA: New Infrastructure or Just Better Storytelling?
圆桌三：RWA：新的金融基础设施，还是一轮更成熟的叙事？——资产上链、分发能力与信任边界
Challenging whether RWA is solving real problems or repackaging existing solutions—examining the structural value versus speculative hype.
挑战 RWA 是在解决实际问题，还是仅仅重新包装现有方案——审视其结构价值与投机炒作的界限。
16:30 – 17:15｜Powering the Delta 河道驱动
PANEL FOUR - Stablecoin Payments: Real Adoption in Emerging Markets
圆桌四：稳定币支付：新兴市场中的真实采用
Moving beyond theory to examine genuine stablecoin adoption—why users choose crypto rails over banks, and whether these use cases scale.
超越理论，审视稳定币的真实采用——用户为何选择加密通道而非银行，以及这些用例能否规模化。
17:15 – 17:20｜Arriving at the Open Sea 入海定锚
Closing & Transition to Networking
总结与转场
A brief wrap-up highlighting key takeaways and guiding participants into open networking.
主办方简要总结全天要点，并引导与会者进入自由交流阶段。
17:20 – 18:00｜Entering the Open Sea 入海共振
Open Networking
自由交流
With formal sessions concluded, participants continue conversations and explore opportunities to collaborate.
正式议程结束，进入自由交流与深度对接时间。
Speakers & Attendees 嘉宾与观众
100 people from stablecoin industry players and builders across the upstream, midstream, and downstream stack, attending in Hong Kong or based in Hong Kong.
100 位来港赴会或办公室设于香港的稳定币上中下游产业玩家及从业者
Here are the names for reference
以下名单供参考
Organizer 组织者
Mastering Stablecoin: a research-driven media platform focused on the stablecoin vertical, delivering deep-dive interviews, long-form analyses, and industry playbooks through podcasts, articles, newsletters, and social channels.
精通稳定币：以研究为导向、聚焦稳定币赛道的媒体平台，通过播客、文章、通讯和社交媒体渠道，提供深度访谈、长篇分析以及行业实战手册。Stablehunter: a tool that makes the risks of on-chain assets understandable, helping users understand, compare, and allocate on-chain stable assets by translating complex DeFi yield mechanisms into a risk-structured decision-making system.
Stablehunter：让链上资产的风险变得可理解的工具，帮助用户理解、比较并配置链上稳定资产，通过将复杂的 DeFi 收益机制，转化为基于风险结构的决策系统。
Title Sponsor 冠名赞助
Interlace: a global virtual card issuance platform and web3-enabled payment infrastructure provider.
Interlace: 全球虚拟卡发行平台与Web3 支付基建引领者。