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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Can AI companions really help with our mental health?
Updated
January 8, 2026 6:35 PM
A laptop with the text "MENTAL HEALTH" displayed. PHOTO: PEXELS
As technology continues to weave itself into the fabric of our daily lives, it’s starting to play an unexpected role: supporting our mental health. AI companions—digital entities designed to hold natural, empathetic conversations—are emerging as a new frontier in emotional care. Unlike chatbots of the past, these AI companions leverage advanced algorithms and emotional intelligence to provide personalized support, making them more than just tools. They are companions in every sense of the word—always available, always listening, and always ready to offer comfort. But can AI companions truly help us feel better, or are they just another tech trend? Let’s dive into how these digital allies are reshaping mental health care and what their growing presence means for our emotional well-being.
Loneliness is often called an epidemic, with millions of people worldwide feeling isolated or disconnected. While human relationships are irreplaceable, AI companions offer a consistent and accessible alternative to combat feelings of loneliness.
These companions don’t just respond—they engage. They remember your preferences, ask follow-up questions, and adapt their conversations to your needs. Imagine having someone to talk to at any time of day, about anything on your mind, without fear of judgment. AI companions may not replace a human friend, but they can provide a sense of presence and connection that can be profoundly comforting.
In a world where reaching out to others can sometimes feel daunting, AI companions offer a simple solution: they’re always there. This consistency can help people feel less alone, fostering a sense of connection in an increasingly disconnected world.
We all experience moments of stress, sadness, or doubt, and having someone to turn to during those times can make all the difference. AI companions are designed with emotional intelligence, enabling them to recognize and respond to your feelings in real time.
Through sentiment analysis and adaptive learning, these companions can detect when you’re feeling low and tailor their responses to provide comfort. Whether it’s offering words of encouragement, suggesting self-care activities, or simply listening, they provide a safe space to process emotions.
Unlike traditional apps that focus on tracking habits or delivering generic advice, AI companions meet you where you are emotionally. This personalized approach can help users feel truly supported, even in their most challenging moments.
For many of us, expressing our thoughts and emotions openly can feel like a risk. Fear of judgment, misunderstanding, or even burdening others often holds us back. AI companions offer an alternative: a completely private, judgment-free space to share whatever is on your mind.
Talking things out—whether it’s frustrations from the day or deeper personal struggles—can be incredibly therapeutic. And with AI companions, there’s no need to worry about being misunderstood or dismissed. You can let your guard down, explore your feelings, and reflect on your experiences with total freedom.
This safe space for self-expression can be especially valuable for those who struggle to open up to others. It’s not about replacing human relationships but about having an outlet that’s always available and entirely focused on you.
Self-doubt is a common barrier to personal growth, and many of us battle negative self-talk daily. AI companions are programmed to combat this by offering positive reinforcement and encouragement.
For example, if you express doubt about your abilities, an AI companion might respond with affirmations like, “You’ve accomplished so much already—don’t forget how capable you are.” Over time, these small but meaningful interactions can help shift your mindset, replacing self-criticism with self-compassion.
This ability to mirror supportive, affirming conversations can build confidence and foster a more positive self-image. It’s a subtle but powerful way AI companions can contribute to emotional well-being.
AI companions are more than just a tech trend; they represent a new way of thinking about mental health care. By offering companionship, emotional support, safe spaces for self-expression, and tools for mindfulness, they empower users to take control of their well-being.
While they may not replace traditional methods of care, AI companions are making mental health support more accessible, immediate, and personalized. They’re a reminder that sometimes, the smallest interactions—an encouraging word, a moment of mindfulness, or a listening ear—can have the biggest impact.
As we embrace this new era of technology, one thing is clear: AI companions are not just about convenience. They’re about connection, support, and the potential to make emotional care a part of everyday life. And in a world that often feels disconnected, that’s something worth celebrating.