“The explosive and acclaimed documentary The Age of Disclosure revealed an 80-year cover up of the existence of non-human intelligent life. CNBC Guy Adami moderates this fascinating conversation about the film’s impact and what’s to come with director/producer Dan Farah, the former director of the Governments UAP Task Force, Jay Stratton, and former Navy Fighter Pilot, Lieutenant Ryan Graves, both of which are featured in the film.”
The institutional infrastructure powering the next era of digital assets explained by the people building it.
Pantera’s President Scott Lawin ($4B AUM), Galaxy’s Joe Armao (ex-Blackstone), Anchorage’s David Lawant (first crypto company with an OCC charter), and BitGo’s Jody Mettler break down how traditional finance and DeFi are converging in real time.
From BlackRock engaging with Uniswap to tokenized equities trading 24/7, stablecoins reaching “escape velocity,” and the Clarity Act hanging at 50/50 odds, this panel covers what’s actually happening behind the scenes.
Key topics:
- The “Great Convergence” — why TradFi and DeFi are merging now
- Bitcoin peaked when software peaked — the AI disruption thesis
- Stablecoins at escape velocity: every fintech is racing to integrate
- 24/7 tokenized Magnificent Seven trading by end of 2025
- Why custody is no longer the question (and what is)
- Clarity Act odds: from 90% to 50/50 — what happened
- “Convergence squared” — AI agents meet blockchain rails
Speakers:
- Scott Lawin, President, Pantera Capital
- Joe Armao, Senior Portfolio Manager, Galaxy
- David Lawant, Head of Research, Anchorage Digital
- Jody Mettler, COO, BitGo
- Alex Kallelis, Americas Head, Business Development, Ripple Prime (Moderator)
Timestamps:
0:00 Introduction & panel overview
2:16 What’s been the structural event of the last 24 months?
5:10 DeFi engagement: BlackRock, Morpho, Uniswap
6:11 Liquidity sourcing & the evolution of price formation
9:29 “The Great Convergence” — market structure merging
11:04 What does institutional custody look like in 2026?
14:50 Entry points for traditional asset owners
16:32 Convergence: TradFi backward-integrating into crypto
18:53 What’s the market watching over the next 6-12 months?
19:20 AI disruption: “Bitcoin peaked the same day software peaked”
20:37 Bitcoin vs. crypto: different investment cases
23:29 Clarity Act: Where do the odds stand?
Recorded at Global Alts Miami 2026 | Presented by iConnections