My main key takeaway from Dubai Token2049 -Dubai is quickly becoming a serious crypto base. A growing number of founders are relocating here, and it’s not just for the lifestyle — the government is clearly backing innovation, with friendly regulation, capital inflow, and Web3-friendly zones. It’s actively positioning itself as the global hub for digital assets. - Token2049 itself was massive — packed with side activities like ziplining, ice baths, camel, and chill lounges. Felt more like a full-on festival than just a conference. Big kudos to the organizers for pulling it off. Content and speaker were top notch probably all the name you can think of in this space. - Booth at Token2049 mainly filled with CEX doing activation and user acquisition - Investor must smarter looking into apps that show real revenue and actual product-market fit. No more funding hype decks or “maybe someday” visions — if it doesn’t have users and cash flow, it’s a pass. VCs are way more focused on sustainable business models now - Most funds and big players are still sidelined in this rally — and they’re in no rush. From what I heard at Token2049 Dubai, sentiment cautiously bullish. BTC and Hype + HypeEvm real bullish - CZ showed up at the Binance Clubhouse hundreds lined up for photos like he’s a true crypto celeb. The Clubhouse itself was packed: co-working, talks, games, and free food. Clear sign Binance is doubling down on community. - Sui Basecamp brought serious builder energy — demos, roadmap sessions, and a packed crowd of founders and VCs. Hands-on with SuiPlay0X1 was a highlight. Clear they're pushing hard for “next Solana” status. -RWA and yield-bearing stablecoins are gaining serious traction, especially with institutions seeking compliant, on-chain yield. Projects focused on tokenizing T-Bills, real estate, and credit markets are finally finding product-market eg USD1, launched by World Liberty Financial and few more coming out this yr - AI is the only true consensus narrative right now. Everyone’s building something AI-related — from infra to agents to AI x DeFi plays — but there’s still no clear category winner. Most products feel early or experimental, and use cases are still vague. -One last thing everyone’s still crying out for an alt szn, but the truth is: unless we break $100K cleanly, most capital will stay sidelined. For now, BTC remains the only real momentum play. The rest? Still waiting for a catalyst. Dubai showed me the space isn’t dead just focused, filtered, and quietly building #Token2049Dubai    #SuiBasecamp #BinanceClubHouse
28,72 tis.
1
Obsah na této stránce poskytují třetí strany. Není-li uvedeno jinak, společnost OKX není autorem těchto informací a nenárokuje si u těchto materiálů žádná autorská práva. Obsah je poskytován pouze pro informativní účely a nevyjadřuje názory společnosti OKX. Nejedná se o doporučení jakéhokoli druhu a nemělo by být považováno za investiční poradenství ani nabádání k nákupu nebo prodeji digitálních aktiv. Tam, kde se k poskytování souhrnů a dalších informací používá generativní AI, může být vygenerovaný obsah nepřesný nebo nekonzistentní. Další podrobnosti a informace naleznete v připojeném článku. Společnost OKX neodpovídá za obsah, jehož hostitelem jsou externí weby. Držená digitální aktiva, včetně stablecoinů a tokenů NFT, zahrnují vysokou míru rizika a mohou značně kolísat. Měli byste pečlivě zvážit, zde je pro vás obchodování s digitálními aktivy nebo jejich držení vhodné z hlediska vaší finanční situace.