The Agentic Economy: From Digital Agents to the Physical Economy
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Event Agenda
Join us on July 28 at 11 AM ET for this exclusive fireside chat with Fundstrat Head of Research Tom Lee, Fundstrat Head of Digital Asset Strategy Sean Farrell, and Virtuals Protocol Chief Executive and Co-founder Jansen Teng. Together, they’ll examine the rise of AI agents, crypto-powered infrastructure, and how the agentic economy is extending beyond the digital world into robotics and the physical economy.
Key topics include:
• How AI and crypto are converging to create a new economic layer where autonomous agents discover, transact, and coordinate on-chain without intermediaries.
• AI agents as the next major unlock for commerce.
• How Virtuals Protocol is building across full agent stack, from capital formation, and agent-to-agent commerce, to the identity and banking primitives, that let agents earn, spend, and interoperate autonomously.
• The push toward open standards for agent commerce and what it means for a permissionless, platform-agnostic agentic economy.
• Bridging agents into the physical world: how Virtuals is building the data and robotics pipeline for embodied AI, and how physical agents could fundraise and transact on the same infrastructure as digital ones.
• Virtuals’ vision for the trillion-dollar agentic economy and what early investors should watch as this market takes shape.
• Tom Lee’s latest crypto views.
Panel of Speakers
Thomas Lee, CFA AC
Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Sean Farrell AC
Head of Digital Asset Strategy
Sean Farrell is the Head of Digital Asset Strategy at Fundstrat, where he leads the firm’s research on crypto markets and blockchain innovation. Over the past five years, Sean has helped establish Fundstrat as a leading source of institutional digital-asset research, combining macroeconomic analysis with on-chain and liquidity-based models to guide investors through this rapidly evolving space. He is a frequent guest on Coinage and FinTech TV and other crypto-focused media outlets. Sean’s market insights and forecasts have been featured in major publications including MarketWatch, CoinDesk, Barron’s, and Yahoo Finance. Before joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.
Jansen Teng
Co-founder and CEO of Virtuals Protocol
Jansen Teng is the co-founder and CEO of Virtuals Protocol, leading the development of its agent economy and digital nation vision. A graduate of Imperial College London, he began exploring blockchain during his student years by mining Ethereum in his dorm. He later built experience as a consultant at Boston Consulting Group, advising large corporations on digital transformation. Beyond consulting, Jansen is a serial entrepreneur having co-founded deep-tech ventures spanning AI, biochemistry, and sustainable tech.
Conflicts of Interest
Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes.
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