- No one thinks AI is dying and it’s the one consensus bet
Honest takes on Token2049 Dubai:
Spent the week talking to founders, traders, degens, and VCs and wanted to share my unfiltered thoughts
- Everyone’s thinking about how to max extract from the space
- Memes still dominate mindshare and most builders are optimizing for virality instead of value
- Nobody outside Twitter cares about Twitter, and those active are there for clout
- Impatience is pushing people into weird deals and even weirder decisions
- People are desperate for an alt season
- Vibes in the btc ecosystem are completely opposite as they're massively bullish
- Sui seems to be having the ‘next solana’ vibes
- BNB is doubling down on community building, CZ's presence on the ground says it all
- ZK, privacy, and AI were the strongest recurring themes
- No one thinks AI is dying and it’s the one consensus bet
- Crypto crowd in Dubai is growing fast, tons of founders want to relocate
- Dubai is inspiring for some, intimidating for others (depends on your mindset)
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