0xJeff(@0xJeff):Third Day Token2049 > Third day/last day, literally the most exciting day of Token2049 because we had all the AI builders, VCs, devs in the room with us at gm AI v2 > Conversations shift to AI, privacy, robotics, DePIN, decentralization, tokenomics, all the geeky stuff that I couldn't find anywhere else at Token2049 > Surprisingly, I've met even more teams who have been around for a long time and are pivoting into new interesting directions > Some pivot to focus on Chinese AI market, moving their office to Shenzhen. Some pivot to AI x Gaming x Consumer Content while others move to social trading and privacy AI > Was quite surprised to see CT freaking out over Quantum. No one (I mean no one) at Token2049 talks about Quantum at all. > People who are bearish are bearish because of macro + some believe it's the end of the 4-year cycle. People who are bullish believe in the institutionalization & the acceptance of crypto as the global financial backbone, merging with TradFi > Builders on the other hand are much more concerned about the business side of things. "How do we get users to spend more?" "How do we really use tokens in a way that align interest & drive growth?" "How do we accelerate GTM with x402?". This feels like a breathe of fresh air. Less degeneracy, more fundamental product building All in all, pretty happy with how the day turned out. Got a few good research ideas in fairly new sectors that I haven't seen anyone talk about yet on CT. If you were to ask me "what's the SINGLE best thing I got out of Token2049?" It's the confirmation that Onchain/Decentralized AI is (and will continue to be) the most asymmetrical and one of the fastest growing sectors in crypto in the next 2 years Excited to share some of my deeper findings (interesting narratives & projects) in my upcoming Token2049 Article which I'll drop tomorrow How's your Token2049 experience?

2026.10.09 08:26

Third Day Token2049 > Third day/last day, literally the most exciting day of Token2049 because we had all the AI builders, VCs, devs in the room with us at gm AI v2 > Conversations shift to AI, privacy, robotics, DePIN, decentralization, tokenomics, all the geeky stuff that I couldn't find anywhere else at Token2049 > Surprisingly, I've met even more teams who have been around for a long time and are pivoting into new interesting directions > Some pivot to focus on Chinese AI market, moving their office to Shenzhen. Some pivot to AI x Gaming x Consumer Content while others move to social trading and privacy AI > Was quite surprised to see CT freaking out over Quantum. No one (I mean no one) at Token2049 talks about Quantum at all. > People who are bearish are bearish because of macro + some believe it's the end of the 4-year cycle. People who are bullish believe in the institutionalization & the acceptance of crypto as the global financial backbone, merging with TradFi > Builders on the other hand are much more concerned about the business side of things. "How do we get users to spend more?" "How do we really use tokens in a way that align interest & drive growth?" "How do we accelerate GTM with x402?". This feels like a breathe of fresh air. Less degeneracy, more fundamental product building All in all, pretty happy with how the day turned out. Got a few good research ideas in fairly new sectors that I haven't seen anyone talk about yet on CT. If you were to ask me "what's the SINGLE best thing I got out of Token2049?" It's the confirmation that Onchain/Decentralized AI is (and will continue to be) the most asymmetrical and one of the fastest growing sectors in crypto in the next 2 years Excited to share some of my deeper findings (interesting narratives & projects) in my upcoming Token2049 Article which I'll drop tomorrow How's your Token2049 experience?

0xJeff@0xJeff

2026.10.08 02:25

Second Day Token2049 > Second day is practically a confirmation of the first day - less builders, more institutions > Exchanges, custody solutions, payments, stablecoins infra, neobanks dominate the main conference booths at Token2049 > Investors are bearish crypto, many of the analysts i know during my Spartan days are either quitting crypto or have already quit > Their reasoning is that the exciting opps are largely gone - DeFi has matured and winners have already emerged, NFTs/Memes are gone (even though Stonks & the recent RHC wave were pretty nice) > Most things are priced in which leaves ONLY a small number of narratives and teams primed for future upside (i.e. AI, privacy, RWA, payments) > The only analysts left are either net neutral or net short, hoarding up cash and has only 1 or 2 positions that he/she believe in > Some are still quite bullish though, got a friend who told me that there's a clear split in the high-networth market rn. Whales from the East are bearish while whales from the West are bullish (thanks to the recent push this year) I used to enjoy coming to major conference like Token2049 to take in the excitement and the energy of builders working on cool stuff. My first Token2049 was in 2023 and it was the best conference experience for me. Almost every side event I attended was filled with builders talking about DeFi primitives, L1/L2s architecture, rollups, tokenomics - literally all the geeky stuff that if I were to talk to people about today at side events, 80% of the people wouldn't care about because they're an employee working at an institution. Welp, sorry for the rant. I'm excited for the Third Day of Token2049 though because gm AI v2 (the event we're hosting) will be the place where I try to bring some of that 2023 energy back. Lots of AI builders, lots of geeky conversations, lots of fun. See you guys around!