Agenda

Monday, 13.01.2025

  • Pre-Opening

    • 18:30 - 19:15

      Door opening & Welcome Drinks powered by zondacrypto

    • 19:15 - 19:30

      CfC St. Moritz Welcome Address - Pre-Opening

    • 19:45 - 22:00

      Spaghettata & Vino powered by zondacrypto

Tuesday, 14.01.2025

  • Pre-Opening Activities

    • 08:00 - 13:30

      Enjoy your activity!

  • Pre-Opening Lunch

    • 13:30 - 15:15

      Refuel & Relax Lunch powered by zondacrypto

  • Fireside-chat

  • Pre-Opening Dinners

    • 16:45 - 23:00

      Speaker & Participant Dinner powered by Kraken Institutional

Wednesday, 15.01.2025

Macro-Perspective on the Industry

  • Arrival & Introduction

    • 09:00 - 13:00

      Arrival & Check-in

    • 11:00 - 11:45

      Seminar: Crypto and Blockchain - Introduction to the Industry

      Refresher about crypto basics and concepts
  • Session 1 - Setting the Stage

    • 12:00 - 12:10

      CfC St. Moritz Welcome Address

    • 12:15 - 12:20

      Welcome Words by the Mayor of St. Moritz

    • 12:20 - 12:50

      I’m Coming Home

      How Western industrial policy will lead to nominal GDP growth, inflation, and financial repression. The presentation will cover the mechanics of how an explosion of bank credit is required to re-shore, re-arm, and ultimately re-industrialise the West. The challenge for investors and savers is to avoid the financial repression and possible outright asset confiscation that must accompany these industrial policies. What strategies can investors and savers adopt to safeguard their wealth in this environment?

    • 12:55 - 13:30

      The US Under President Trump: Unpacking the Next Four Years

      Following the election of President Trump, many industries await the fulfilment of campaign promises. Amid high expectations, questions arise. How will the US election results impact the global and domestic economy, capital markets and foreign policy? Zooming in on our own industry, are there early signs that the industry will thrive in the United States or will this administration be a threat to its progress?

    • 13:35 - 14:00

      Removing Uncertainty, enabling Prosperity: A Discussion with CFTC Chairman Rostin Behnam

      Any young industry that emerges from technology innovation starts with uncertainty. This fireside takes the pulse of the current state of regulatory maturity and explores what is needed to increase trust and create sustainable, resilient and vibrant progress for the industry.

    • 14:00 - 14:30

      Take a Break, Get To Know Each Other

  • Session 2 - Supervision & Sovereignty

    • 14:30 - 15:05

      Creating Clarity? Examining the European MiCA Model

      Now applicable to both issuers of e-money tokens and Crypto Asset Service Providers, the Markets in Crypto Assets (MiCA) sets the ambitious target of legislating for a wide range of crypto assets previously outside of the scope of EU financial services legislation. The nature of the EU has made it possible, for the first time, to implement cross-border regulation, bringing together diverse cultures and businesses to follow standardized rules. Has this unprecedented legislation been a success and does it enable innovation, or is it too soon to tell? And what lessons can the rest of the world learn from MiCA?

    • 15:10 - 15:45

      Competition or Collaboration? Finding the Right Balance in Global Regulation

      Harmony or advantage - international regulators discuss their individual approaches to domestic and cross border regulations. While some put emphasis on regulating the promotion of financial products, others seek to legislate for specific service providers such as centralized exchanges and stablecoin issuers. Despite their varying approaches, one thing unites them: the ultimate goal of creating a trusted and safe environment for digital asset development. Are we moving in the right direction?

    • 15:50 - 16:25

      Public vs. Private Money: Exploring a Beneficial Co-existence

      Central banks have been issuing money to the public for hundreds of years. Privately issued stablecoins are seeing new levels of adoption and governments strive to regulate - and often compete with but occasionally enable - these innovations. What does society need, and what infrastructure and oversight will help to create a beneficial co-existence?

    • 16:25 - 16:50

      Last Break of the Day

  • Session 3 - Outlook on the Industry

    • 16:50 - 17:25

      Investing in Sustainable Adoption or Passing Fads: Hype Cycles, Killer Apps and Web3 Trends

      Investing and failure go hand-in-hand. As we take chances on new innovations, it’s natural that some industry trends and highly anticipated technologies won’t progress into profitability. Today, there are a broad range of web3 applications and projects available to investors, from gaming to SocialFi to DePin. Where should those looking for winning opportunities focus their attention and which fads of today will turn into success stories of tomorrow?

    • 17:30 - 18:05

      Bitcoin Strategies in 2025 and Beyond: The Future of Institutional Adoption

      Governments, institutions, and enterprises with Bitcoin reserves stand ready to reap significant rewards and unlock new benefits, from a hedge against failing fiat currencies, to certainty of ownership as well as asset appreciation. Beyond this, what are some of the strategic reasons for holding or enabling Bitcoin, and are there approaches for generating further returns? Does the infrastructure exist to help facilitate these and what are the remaining obstacles?

    • 18:05 - 18:40

      Enabling the Next Decade of Access and Growth

      This discussion is with key players in the industry whose products and services have enabled access to digital assets for hundreds of millions of people and played a significant role in contributing to approximately 1 trillion of market cap. However, the sector is still comparatively young but showing signs of great potential. With the wider blockchain industry yet to experience its ChatGPT moment, what infrastructure, trends and environment should we look out for to drive adoption by the next billion users or more?

  • Session 4 - Socializing

    • 19:00 - 20:00

      Welcome Drinks @ Suvretta House Powered by Stacks and Dfinity

    • 20:00 - 23:00

      Networking Dinner @ Suvretta House Powered by Stacks and Dfinity

Thursday, 16.01.2025

Micro-Perspective on the Industry

    • 07:00 - 10:00

      Good Morning Breakfast @ Suvretta House

  • Session 1 - Technical Deep Dive

    • 09:35 - 09:50

      Energy, Compute, Crypto - The Convergence of Three Trillion Dollar Investment Themes

      Over the last 18 months, markets have seen a hard shift as a new investing paradigm emerged. Fueled by the rise of AI and the data growing center economy, tech stocks have struggled while semiconductor and energy producers have rallied alongside crypto. In this session, we will explore the emerging golden age for protocols, networks, and companies that improve the utilization, efficiency, and profitability of this digital infrastructure and create efficient markets and forward curves for the commodities required to manufacture, install, and operate it.  What is the role of blockchains and crypto markets in enabling this digital renaissance?

    • 09:55 - 10:30

      Owning (And Sharing) the Rails: Are We Working Towards an Interoperable Future?

      Year after year, more crypto projects make clear their ambitions for interoperability. Cross-chain collaboration and infrastructure are positioned as the answer to many industry problems, from limitations in liquidity to fragmented communities. But beyond the idea and intent, is there genuine mutual commercial advantage in doing so and will the industry innovate to enable this, or will market forces create just a few dominant players?

    • 10:35 - 11:10

      Blockchain, AI and Quantum Computing: Exploring the Synergy and Future Opportunities Amid Infrastructure Challenges

      Organizations from small businesses to global capital markets are driving the adoption of blockchain, AI, and quantum computing. Yet, the rapid growth of these technologies poses significant challenges, particularly with wealthy nations securing the power and infrastructure needed for scaling AI and high-performance computing systems. How are these technologies intersecting and what use cases have emerged? And more importantly, what are the (energy & infrastructure) requirements needed for advanced computing that investors need to be aware of?

    • 11:10 - 11:30

      Take a Break, Grab a Coffee

  • Session 2 - Investor Eyes on Market Structures

    • 11:30 - 11:50

      Rewiring of Financial Markets: The Crossroads of Emerging Technology to Solve Yesterday’s Challenges

      Inflection point for Digital Assets as the largest financial institutions increase their demand to invest in the space. The development of robust trading, clearing, and custody infrastructure, alongside clearer regulations, is enabling deeper liquidity pools, similar to those in traditional asset classes. Could crypto now be poised to join the ranks of the 6-7 established liquid asset classes, or is it charting a unique path?

    • 11:50 - 12:25

      Investor Tool Kit: Safeguarding Assets Today and Tomorrow

      From white glove asset management to innovative (quantum safe) self custody solutions, those buying digital assets have a growing list of choices when it comes to investing, storing and protecting their holdings. As our industry matures, concerns about security, custody, and privacy should vanish, leaving behind a solid foundation upon which to attract high value investors. What doubts still remain in the investor community, and what is being done to neutralize or ease these concerns?

    • 12:30 - 13:05

      The Buck Stops Here: Improving Market Liquidity & Infrastructure for the Next Trillion Market Cap

      A liquidity crisis in crypto has the potential to wreak havoc on markets, making it a top risk for investors. The consequence? The same parties most concerned by the potential of a liquidity crunch are investing in the technology necessary to prevent this from happening. Solving crypto’s liquidity problem requires innovative strategies from exchanges, trading platforms, and market makers. How are these leaders facing these obstacles?

  • Session 3 - Lunch

    • 13:05 - 14:30

      Awesome Lunch (Networking & Rountables Area) Powered by Algorand Foundation

    • 13:05 - 14:30

      Lunch - Roundtable: Alpha in the Back Office

      Blockchain applications bring major efficiency gains to the tradfi back office. Join this roundtable to discuss how asset managers can generate alpha by bringing their infrastructure on-chain.

    • 13:05 - 14:30

      Lunch - Roundtable: Navigating the Path to DeFi Singularity

      Delve into the concept of DeFi Singularity—an era where decentralized finance achieves universal access, interoperability, and trust. As DeFi ecosystems evolve, the role of multi-chain connectivity and KYC-enabled DeFi becomes essential in fostering sustainable growth and mainstream adoption. This private roundtable will bring together thought leaders and innovators to discuss the critical infrastructure needed for a seamless, cross-chain DeFi experience, the challenges and benefits of KYC integration, and how these elements can drive DeFi toward a new era of secure, compliant, and borderless finance.

    • 13:05 - 14:30

      Lunch - Roundtable: Beyond Bitcoin: Leveraging Meme Coins for Portfolio Diversification and Enhanced Returns

      This topic explores the emerging role of meme coins as speculative assets within diversified portfolios, examining how select meme coins can complement traditional investments by enhancing risk-adjusted returns. With a focus on constructing a comprehensive Meme Coin Index, this guide offers a rigorous framework for assessing and classifying meme coins, from the "honest" memes like Dogecoin and Pepe Coin to pseudo-utility coins that are pumped and dumped by VC insiders. The report delves into index inclusion criteria, from exchange listing requirements and liquidity filters to the influence of grassroot communities, ensuring only the most noteworthy meme coins make the cut.

    • 13:05 - 14:30

      Lunch - Roundtable: Unlocking BTC Capital

      Bitcoin is the top digital asset with more than 1 trillion in capital, mostly passive. Join in on a roundtable discussion on what Bitcoin Builders are currently doing to unlock BTC capital to bring in the next billion users to Bitcoin.

    • 13:05 - 14:30

      Lunch - Roundtable: Why the World’s Leading Financial Institutions Are Building Onchain - Use Cases

      Join TradFi leaders to explore how financial institutions are leveraging blockchain to streamline operations, reduce costs, and create new market opportunities, including use cases such as tokenized assets and trade finance.

    • 13:05 - 14:30

      Lunch - Roundtable: How does the lack of CCP clearing and big prime-brokers affect crypto markets?

      Traditional finance has CCPs and prime brokers that cover most of the capital needs for market participants; which leads to tighter spreads and less price deviations between exchanges. In the cryptocurrency ecosystem, with not many parties offering position offsets, we still see massive deviations and arbitrage opportunities which stay for large amounts of time. This in turn leads to a democratic setup where more and more market makers join the ecosystem to bring prices in-line; compared to traditional finance where a few large players dominate the space. How does this scenario look in the coming years? 

    • 13:05 - 14:30

      Lunch - Roundtable: Doing Well While Doing Good - GreenFi and Web3 in 2025

      Speaker(s) will be announced shortly

      Global investment in Clean Energy surpassed fossil fuels last year, with Climate Mitigation attracting over $1.3 trillion in 2024. While carbon-intensive blockchains had limited involvement in Sustainable Finance, the rise of Layer2s, PoS, RWA tokenization, and ReFi has created abundant opportunities for crypto GreenFi. How can DeFi and Web3 technologies drive innovation in GreenFi to meet climate goals while ensuring profitability?

  • Session 4 - Application Layer

    • 14:30 - 15:05

      Inclusion and Prosperity: Moving the Needle on Adoption in Emerging Markets

      Since its inception, blockchain has been touted as the technology that will bank the unbanked. Fast forward to 2025, and digital currencies offer a viable alternative for users in countries stifled by corruption and sky-high inflation. Beyond this, blockchain applications have disrupted the field of international remittances, offering low cost, near-instant payments between individuals based on opposite sides of the world. What markets stand to benefit most from crypto and state introduced digital currencies today, and how? And, where we see growing pools of investors entering emerging markets, which trends should we look out for in the years ahead?

    • 15:10 - 15:45

      Community, Purpose or Revenue Building Through Gaming, Memes and the Crypto Casino(s)

      Accessibility and adventure, enabling communities and making life easier and more engaging for end-users, continue to be the biggest motivations for mass adoption, adding fuel to the idea that users don’t need to fully understand the technology — they simply need to enjoy the resulting applications. From the rise of Tap-to-Earn games to the mass market appeal of memecoins, investors would be remiss to ignore the power of daily fun and distraction. What are the best strategies to capture and monetize network effects and help secure mass adoption?

    • 15:45 - 16:20

      Tokenizing the Next Trillion Dollars of Assets: Preparing the Infrastructure and Environment for RWA Tokenization and Mass Adoption

      From data to diamonds, skyscrapers to stablecoins, successful examples of real-world asset tokenization have flooded industry circles in recent months. With institutional players such as Larry Fink confirming the opportunity and the prediction of McKinsey that by 2030, the value of tokenized assets will soar to nearly $2 trillion USD. What is happening at the infrastructure level to support high value assets moving on-chain? And how far do we need to go to achieve non-crypto user adoption of tokenized assets at the predicted scale?

    • 16:25 - 17:00

      1000% APY - Fact or Fiction: Applications, Risks, and Rewards in the Digital Assets Space

      “If it seems too good to be true, it probably is”. Learning to tell the difference between a promising opportunity and an over-hyped offering, or even a scam, is a skill worth honing. Taking into account the plethora of consumer applications, DeFi products, and yield opportunities available to investors, this discussion will examine the new opportunities to generate returns and the potential threats present in our industry in 2025. How can investors benefit from innovation while mitigating potential risks in the modern crypto era and what are the new (DeFi) primitives to take crypto to the next level?

    • 17:00 - 17:25

      Last Coffee Break of the Day

  • Session 5 - Investing

    • 17:25 - 17:55

      Separating the Wheat From the Chaff: Does Experience or Intuition Help to Identify Future Winners?

      Based on the Gartner Hype Cycle, emerging technologies go through a series of phases. With crypto, it feels that we have exited the “Peak of Inflated Expectations” and have entered the “Trough of Disillusionment”. As we seek sustainable use cases and applications that will bring us into the “Slope of Enlightenment”, what historical pretext do experienced investors look at to identify the winners?

    • 18:00 - 18:35

      Extracting Alpha From the Market: Which Roads Will Lead to Rome?

      From web3 gaming to tokenization, from DeFi to memecoins, the pace of crypto innovation and attention moves at lightning speed. Fund managers have the arduous task of identifying, investing and trading these emerging trends to achieve superior risk adjusted returns. Do all roads really lead to Rome and which strategies really lead to alpha?

    • 18:40 - 19:15

      Institutional Adoption: In It for the Tech or the Turn?

      ETFs, venture capital, tokens etc. - digital asset offerings for institutions continue to expand. Driven by investor demand and regulatory advancements, financial institutions have persevered in developing familiar investment products to offer exposure to the emerging digital asset class. Despite the seeming inevitability, the question remains: Is crypto a long term investable asset class or just the next big trade riding the volatility?

  • Session 6 - Socializing

    • 19:15 - 20:30

      Get Ready for the Evening - Lounge Drinks @ Suvretta House

    • 21:00 - 23:45

      Kitchen Extravaganza Apéro & Dinner @Badrutt's Palace Powered by Algorand Foundation

    • 23:45 - 04:00

      Awe-Inspiring Party Powered by Solana Foundation

Friday, 17.01.2025

Workshops & Roundtables

    • 07:00 - 10:00

      Recovery Breakfast @ Suvretta House

  • Session 1 - Workshops & Roundtables

    • 10:15 - 11:10

      The Decacorn Blueprint: Investing in Tomorrow’s $10B+ AI, Blockchain, Digital Asset, and Frontier Technology Startups

      Immediately following the expert sessions at CfC St. Moritz, join this workshop for a deeper dive into investing in the next generation of Frontier Technology-powered Decacorns - startups valued at $10 billion or more. In this session we will explore case studies, market trends, and actionable investment principles. Join seasoned entrepreneurs and investors and learn how to navigate the unique challenges of Decacorn investing. Discover how to spot the right tech trends shaping the future and how to position yourself in the incredibly rapidly evolving frontier technology startup ecosystem.

    • 10:15 - 11:10

      A Deep Dive Into RWA: Exploring the Blockchains, Technologies, and Economies

      Examine the landscape of Real World Asset tokenization with industry experts, comparing leading blockchain protocols, tokenization standards, UX best practices, and regulatory and market dynamics driving RWA growth.

    • 10:15 - 11:10

      Active Management in Digital Assets

      This workshop will provide an in-depth exploration of the critical role of active management in digital asset portfolios, focusing on strategies for effectively managing volatility and capturing alpha. Attendees will gain valuable insights into sophisticated active strategies, including trend-following and options-based approaches, specifically tailored to address the unique volatility and structural characteristics of digital assets. The session will examine how active management can enhance portfolio stability, improve potential returns, and optimize risk-adjusted performance. This educational discussion aims to equip participants with a deeper understanding of how to integrate active strategies into a diversified digital asset portfolio to navigate complex market dynamics effectively.

    • 11:10 - 11:25

      Take a Break, Grab a Coffee

  • Session 2 - Workshops & Roundtables

    • 11:25 - 12:20

      Stablecoins: The Emerging Market Story

      Stablecoins are transforming global finance, particularly in emerging markets, with a market capitalization nearing $160 billion and transaction volumes over $2.5 trillion in early 2024. Their technology—offering transparency, programmability, rapid settlements, and interoperability—outperforms traditional payment systems. Advancements like scaling blockchains, affordable transactions, user-friendly wallets, and accessible payment ramps further drive adoption. Initially focused on crypto-native functions, stablecoins now enable savings, cross-border transfers, payroll, trade settlements, and credit access in emerging economies. How will stablecoins shape the future of financial systems in these regions?

    • 11:25 - 12:20

      Tokenization, RWAs, and Interoperability for Institutions

      Join this workshop to explore an introduction to tokenization and real-world assets (RWAs), gain insight into the current landscape of blockchain interoperability, and learn how tokenized funds are expanding across multiple blockchains to drive growth in the decentralized finance ecosystem.

    • 11:25 - 12:20

      From Idea to Deployment in 60 Seconds: How AI and Web3 Are Disrupting Software Creation

      What if software could be built and deployed as easily as describing it? This session explores the disruptive potential of AI-driven app creation, where users’ ideas become deployable applications without the need for coding. Enabled by a unique web3 infrastructure, this evolution transcends traditional software development, opening doors to rapid innovation, decentralized ownership, and limitless scalability. Join us for an interactive roundtable, as we discuss how this convergence of AI and web3 infrastructure is set to redefine the software industry, reshaping everything from product timelines to user empowerment and app store distribution in a decentralized future.

    • 12:20 - 12:35

      Last Coffee Break of the Conference

  • Session 3 - Workshops & Roundtables

    • 12:35 - 13:30

      Topic to Be Published Soon

      Speaker(s) will be announced shortly
    • 12:35 - 13:30

      The Bitcoin L2 Opportunity is Here

      Speaker(s) will be announced shortly

      In just 18 months, Bitcoin has transformed from a "store of value" to one of the most dynamic ecosystems in Web3. This pivotal shift has sparked a wave of infrastructure and innovation, activating over $1.25 trillion in previously idle capital. Explore the three key eras of Bitcoin development, the rise of Layer 2 solutions, and the immense opportunities they unlock in the emerging trillion-dollar Bitcoin economy. 

    • 12:35 - 13:30

      Après Quantum, Le Déluge. How to Prepare (Without Having to Know Everything)

      The era of quantum computers is nearly upon us. For those unprepared, the threat to the asymmetric cryptography used in blockchains can’t be overstated. Even today, hackers are likely harvesting data from protocols to decrypt later, when they have the compute capability. Join this workshop to learn key principles of quantum, the threats to blockchain networks, and what to look for when a network claims to be quantum secure.

  • Session 4 - Closing of the Conference

  • Session 5 - Lunch

    • 13:30 - 16:00

      Lunch @Suvretta House

  • Session 6 - Socializing

    • 17:30 - 23:00

      Ski- & Fondue-Night @Corvatsch

    • 23:00 - 04:00

      After Conference Party @Dracula Club powered by XBTO Group

Saturday, 18.01.2025

Farewell Brunch

    • 12:00 - 16:30

      Farewell Brunch on a Mountain Hut