Insight

CVCF 2026: When AI Agents Begin to Transact

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.

‍

Could AI Agents Become Blockchain's Next Users?
Discus Fish, CEO and Co-founder of Cobo. PHOTO: CYBERPORT

‍

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.”

‍

Giving agents authority to transact
Samuel Tse, Head of Investment and Corporate Finance at Animoca Brands. PHOTO: CYBERPORT

‍

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.

‍

Putting AI Agents to Work in Everyday Life

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.”

‍

Continuing the Conversation at CVCF 2026

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.

Keep Reading

Artificial Intelligence

AgiBot Brings Real‐World Reinforcement Learning to Factory Floors

Robots that learn on the job: AgiBot tests reinforcement learning in real-world manufacturing.

Updated

January 8, 2026 6:34 PM

A humanoid robot works on a factory line, showcasing advanced automation in real-world production. PHOTO: AGIBOT

Shanghai-based robotics firm AgiBot has taken a major step toward bringing artificial intelligence into real manufacturing. The company announced that its Real-World Reinforcement Learning (RW-RL) system has been successfully deployed on a pilot production line run in partnership with Longcheer Technology.  It marks one of the first real applications of reinforcement learning in industrial robotics.

The project represents a key shift in factory automation. For years, precision manufacturing has relied on rigid setups: robots that need custom fixtures, intricate programming and long calibration cycles. Even newer systems combining vision and force control often struggle with slow deployment and complex maintenance. AgiBot’s system aims to change that by letting robots learn and adapt on the job, reducing the need for extensive tuning or manual reconfiguration.

The RW-RL setup allows a robot to pick up new tasks within minutes rather than weeks. Once trained, the system can automatically adjust to variations, such as changes in part placement or size tolerance, maintaining steady performance throughout long operations. When production lines switch models or products, only minor hardware tweaks are needed. This flexibility could significantly cut downtime and setup costs in industries where rapid product turnover is common.

The system’s main strengths lie in faster deployment, high adaptability and easier reconfiguration. In practice, robots can be retrained quickly for new tasks without needing new fixtures or tools — a long-standing obstacle in consumer electronics production. The platform also works reliably across different factory layouts, showing potential for broader use in complex or varied manufacturing environments.

Beyond its technical claims, the milestone demonstrates a deeper convergence between algorithmic intelligence and mechanical motion.Instead of being tested only in the lab, AgiBot’s system was tried in real factory settings, showing it can perform reliably outside research conditions.

This progress builds on years of reinforcement learning research, which has gradually pushed AI toward greater stability and real-world usability. AgiBot’s Chief Scientist Dr. Jianlan Luo and his team have been at the forefront of that effort, refining algorithms capable of reliable performance on physical machines. Their work now underpins a production-ready platform that blends adaptive learning with precision motion control — turning what was once a research goal into a working industrial solution.

Looking forward, the two companies plan to extend the approach to other manufacturing areas, including consumer electronics and automotive components. They also aim to develop modular robot systems that can integrate smoothly with existing production setups.