Viewpoint: Post-Genius Act Institutional Demand for Innovation Soars, Tokenization and 'Agent-Friendly Commerce' Emerge as Key Focus

BlockBeats News, February 15th, at the Consensus Hong Kong conference, Sui executive Stephen Mackintosh and Evan Cheng stated that 2025 will be the "watershed year" for institutional crypto adoption, with institutional awareness and allocation demand for crypto assets significantly increasing after the "Genius Act" was enacted.

Mackintosh pointed out that the Digital Asset Treasury (DAT) tool has surged, spot Bitcoin ETFs have been successfully launched, and major trading institutions such as Citadel and Jane Street have entered the market, all indicating that institutions are accelerating the layout of crypto infrastructure and talent reserves. He said that even though the market sentiment has temporarily weakened, options trading volume has hit a record high, and the structural growth trend remains unchanged, with "institutional demand never being stronger."

Cheng emphasized that Traditional Finance (TradFi) and Decentralized Finance (DeFi) will merge in the future rather than compete. He pointed out that traditional products mostly have a "T+1" or longer settlement cycle, while DeFi offers "T+0" instant settlement, possessing a significant efficiency advantage. Through asset tokenization, investors can immediately engage in collateralized borrowing upon asset acquisition, thereby layering DeFi strategies on top of traditional exposures.

Both executives also stated that tokenization and "agentic commerce" (AI-driven on-chain transactions) will be the focus of the next stage.