The Agentic Economy: From Digital Agents to the Physical Economy

Webinar Trailer

Tuesday, July 28, 11:00AM ET
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Event Agenda

The replay is now available from our fireside chat with Fundstrat Head of Research Tom Lee, Fundstrat Head of Digital Asset Strategy Sean Farrell, and Jansen Teng, Co-founder and Chief Executive of Virtuals Protocol. The session examined the rise of AI agents, the payment infrastructure that agentic commerce will require, and how the agentic economy is already extending beyond software into robotics and the physical economy.

In this focused discussion, they break down:

• Why AI might eventually close humans out of the loop
• Tom's framework for valuing anything, from stocks to currencies to land
• Why banks exist in the first place, and whether AI agents will need them
• How Virtuals lets an agent hold a wallet, sign a deal, and build a reputation
• The day a humanoid, a drone, and a sidewalk robot completed a sale on their own

Panel of Speakers

Tom Lee

Tom Lee, CFA AC

Co-founder and 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.

Tom Lee

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. 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.

Tom Lee

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. Full disclosures available here.

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