UBS Napa Recap: Institutional Digital Asset Stack Panel with Talos, Solana Foundation, Chainlink Labs, and Lukka

Research evidence excerpt

UBS Napa Recap: Institutional Digital Asset Stack Panel with Talos, Solana Foundation, Chainlink Labs, and Lukka

Global Research

10 July 2026ab

UBS Napa Recap Equities

AmericasInstitutional Digital Asset Stack Panel with Talos,

Solana Foundation, Chainlink Labs, and Lukka Diversified Technology Services

Mahir Bidani, ACA

Analyst

mahir.bidani@ubs.com

Insights & discussion with Talos, Solana Foundation, Chainlink Labs, and Lukka: +44-20-7568 3963

As part of our 9th annual UBS Private Company FinTech Conference and Networking

Timothy E. Chiodo, CFA

event in Napa, we hosted Anton Katz (Co-Founder and Chief Executive Officer, Talos),

Catherine Gu (Head of Product for Payments and RWA, Solana Foundation), Fernando timothy.chiodo@ubs.com

Vázquez (President, Capital Markets, Chainlink Labs), and Kiet Tran (Chief Executive +1-415-352 4500

Officer, Lukka) to discuss the institutional digital asset stack across trading, data,

Justin Forsythe, CPA

connectivity, tokenisation and settlement infrastructure. The discussion highlighted a

shift from crypto-native adoption toward broader institutional engagement, with use justin.forsythe@ubs.com

cases spanning stablecoins, tokenised treasuries, collateral mobility, high-frequency +44-20-7567 4191

trading, cross-border payments, trade finance and programmable markets.

Chris Zhang, CFA

Broader industry context: Awareness of Talos, Solana, Chainlink, and Lukka is chris.zhang@ubs.com

relevant for payments & fintech investors as shifts in digital asset infrastructure has +1-212-713 4911

implications for card networks, PSPs, merchant acquirers, cross-border platforms, Jing Zhang

exchanges, custody providers, market data vendors and capital markets infrastructure Associate Analyst