Discus Fish of Cobo and Samuel Tse of Animoca Brands discuss how AI agents, digital identity and blockchain could change the way money moves.
Updated
November 2, 2026 12:03 PM
The Agentic Economy Summit at CVCF 2026 explores how AI agents and digital assets could shape the future of business and finance. IMAGE: CYBERPORT
For an AI agent to manage money on someone’s behalf, it needs more than the ability to follow instructions. It must be able to establish whom it represents, access funds and transact within agreed limits.
These are among the questions informing the discussion of AI and digital assets at Cyberport Venture Capital Forum (CVCF) 2026. Ahead of the forum, Discus Fish, CEO and Co-founder of Cobo, and Samuel Tse, Head of Investment and Corporate Finance at Animoca Brands, shared their views on how this convergence could develop—and where they see opportunities for businesses.
Discus Fish points to a longstanding challenge: blockchain can be difficult for everyday users to navigate, but AI agents may find it easier to interact with these networks.
“Blockchains have always been hard for ordinary people to use. AI agents may be better users: the chain is fully transparent and every record is traceable, which suits agents well.”
His outlook comes with a qualification. Both the agents and the networks they would use still need to develop.
“Agents aren’t capable enough yet, and chains are still adapting. But once agents truly run on-chain, the number of users and what’s possible will grow by an order of magnitude.”
Discus Fish says blockchain could reshape how financial assets are issued, traded and settled over the next five years. He also notes that institutional adoption has progressed faster than Cobo initially expected, with individual users no longer leading the shift. “Since 2017, we have believed blockchain will become part of the financial infrastructure of the future. We expected individual users to lead, but institutions moved faster.”
For Fish, the next stage involves a broader range of assets and financial clients.
“What gets redefined next is how assets are issued, traded, and settled. As traditional assets like US equities come on-chain, a much wider range of financial clients will follow.”
Samuel Tse, Head of Investment and Corporate Finance at Animoca Brands, focuses on investment opportunities across digital assets and agentic AI. He sees digital identity as essential to allowing AI agents to act on behalf of people while keeping transactions within the permissions they set.
He believes users should set clear rules for what an AI agent can do, allowing it to complete transactions without requiring approval for each one.
“Once agents can prove who they represent, hold digital assets, and move value under clear rules, the economy stops being click-by-click. You set the policy once—who, how much, for what—and the agent transacts inside it.”
He describes applications ranging from everyday payments and transfers to subscriptions, swaps and earning returns on idle funds. “That’s agentic transactions: payments, transfers, subscriptions, swaps, even chasing a better rate on idle cash. Identity is the trust layer. Assets and credentials are the spending authority—always accountable to the human who granted permission.”
In Tse’s account, the human remains the source of that authority. The agent acts within the permissions granted to it.
To illustrate how AI agents, digital identity and digital assets might work together, Tse offers a hypothetical Hong Kong parent's weekday.
“A Hong Kong parent’s weekday: top up the child’s Octopus, book a weekend football slot, translate a school notice for the helper, check weather before pickup, restock milk at the member price, and keep leftover budget earning until tomorrow.”
At present, he says, completing these tasks requires navigating services that often operate separately.
“Today that means many apps that don't talk to each other, and rails that struggle with micro payments.”
His proposed alternative brings the tasks together under instructions established by the user.
“With an agent, they set the rules once and let it decide what to do. Identity unlocks trust and member prices without oversharing. Digital assets fit the money—per-use fees, hard limits, yield until spend.”
For Tse, this combination could create opportunities across payments, merchants, identity providers and digital-asset platforms. He compares the potential scale of agentic commerce to an earlier change in how consumers accessed services.
“The iPhone in 2007 rewired how people buy and use services for 20 years. We are just at the beginning of a similar paradigm shift, with outcomes we can barely imagine.”
Discus Fish and Samuel Tse offer two perspectives on the emerging agentic economy, from the blockchain infrastructure enabling transactions to the digital identity and permissions that allow AI agents to act on people's behalf. At CVCF 2026, these ideas will become part of a wider conversation with the leaders building and investing in this evolving space.
Be part of the conversation. Join industry leaders, founders and investors at CVCF 2026 on 4–5 November and explore the technologies and opportunities shaping the next phase of business.
Exclusive for Ventureport readers: Use code cvcf26vp to access a Full Access Pass for HK$300, subject to confirmation by the organiser.
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A closer look at how startups are turning local AI into global opportunity
Updated
March 24, 2026 6:25 PM
NVIDIA GTC 2026. PHOTO: NVIDIA
At NVIDIA GTC 2026 in Palo Alto, a group of 16 Taiwanese startups used the global AI stage to do more than showcase products—they tested how far their technologies could travel beyond domestic markets. The delegation, led by Startup Island TAIWAN Silicon Valley Hub with support from Taiwan’s National Development Council, reflected a broader shift in the country’s role within the AI ecosystem.
The startups represented a mix of emerging areas including digital twins, robotics, AI agents and healthcare, aligning closely with enterprise AI adoption trends. Some gained formal visibility within NVIDIA’s ecosystem, with companies such as MetAI and Spingence featured in the Inception Program, while six others presented their work in the conference’s poster gallery. These formats allowed them to engage directly with developers, enterprise users and potential partners rather than simply exhibiting technology.
A defining feature of Taiwan’s presence this year was how closely startups operated alongside established hardware companies such as ASUS, AAEON and Compal. This setup reflected a vertically integrated model where infrastructure and applications are developed together, offering a clearer path from product development to deployment. It also underscored Taiwan’s gradual shift from being primarily a hardware supplier to participating more actively across the full AI stack.
Activity around the conference extended well beyond the exhibition floor. A Taiwan Demo Day held during the week drew more than 1,000 registrations and nearly 600 in-person attendees, bringing startups into contact with close to 200 international investors. The event focused on structured introductions and deal flow, positioning startups in front of venture firms and corporate innovation teams looking for AI applications.
Alongside these formal sessions, Taiwan Startup Night provided a more informal but equally strategic setting. With over 100 curated participants, including founders, investors and corporate representatives, the gathering created space for early-stage conversations that could evolve into partnerships or market entry opportunities. These interactions, while less visible than on-stage presentations, are often where initial collaboration takes shape.
Taken together, the events around GTC point to a more coordinated approach to international expansion. Through platforms like Startup Island TAIWAN, the emphasis is not just on visibility but on building continuity—connecting startups with investors, partners and customers across multiple touchpoints in a single week. As AI development increasingly spans chips, systems and applications, Taiwan’s presence at GTC suggests a more integrated role, where the focus is as much on enabling global deployment as it is on developing the technology itself.