Global Macro & Satoshi/Agora Recap

LATOKEN

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Dubai, United Arab Emirates

Past Event

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About Event

Join VCs and hedge funds to distill key insights from Satoshi Round Table and Agora, translating the evolving world order into actionable investment strategies.
Is liquidity coming back to cascade into altcoins, or is it fading in an era of inflation and high rates?

Key paradoxes:

• Liquidity Crunch vs. Booming Equities – QT and high T-bill yields are absorbing liquidity, yet PE valuations and earnings expectations remain high.

• Inflation vs. Deflation pressures – Tariffs & immigration wars, energy sanctions, and tax cuts drive inflation, vs deflationary AI, government cuts, and energy unlocks.

• VC’s Hostile Takeover of Bureaucracy: The New Perils of Efficiency vs. Costly but Check-Balanced Inertia.

• Alts Relative Value – ATH for the 7 top caps vs ATL for the most of others. Why is Sui valued at 7x Aptos?

📍 Start: 7 PM (Intros&Roundtable Discussion) | Networking: 9 PM–midnight

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Location

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Dubai, United Arab Emirates

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