Last week, the team travelled to Singapore for
@token2049.
The industry has matured significantly as more and more institutions are showing interest in the digital assets industry.
Few of the key lessons:
- It's quite clear that retail isn't going to be driving mass adoption in the way it used to be. Onboarding a mass number of users will likely be done through applications on top of layers. Most likely through a way where users aren't aware of the fact that they are using blockchain.
- Payment rails on blockchain are superior vs. the old financial system and is accelerating at a super fast pace.
- Tokenization has literally just started and the growth curve is massive.
- Current valuations of most of the protocols and layers are way too low vs. the potential TAM of the underlying market (for instance the Agentic Economy).
A very bullish and positive week with a phenomenal outlook for the years ahead for the entire industry.