Key Dubai Token2049 Takeaways: - Bearish Macro - Bullish $BTC : Digital gold narrative still as long as ever - Neutral on $ETH : Recent focus on L1 is deemed bullish - RWA remains the talk of the town. Many teams looking at tokenizing properties, commodities and shares - Plenty of talk of @OstiumLabs Vs @Lighter_xyz vs @GTE_XYZ - DeFi devs continue building despite eyes lying elsewhere. Expecting a DeFi resurgence if ETH recovers - VCs are tired of infra but still feels that infra plays command avg higher valuations - Consumer apps still a focus for many teams but VCs are skeptical - AI Coins are memes until proven otherwise - CeDeFi will be a common theme along w RWA moving forward - Plenty of sidelined capital that are waiting for the right window to reenter. - Coin of choice for Liquid funds : $HYPE. seen as a beta to market conditions by many funds. Spoke to many funds that took a direction bet on $HYPE Lastly. My personal take away : - SG > Dubai - Better food - Better weather - Better traffic - Better people Cant wait to return to SG Peace.