KCV 迪拜 Token 2049 观察分享
- 7 个冠名头部赞助商中 5 家 CEX,各家 CEX 的 Side Events 堪称场地奢华度大比拼,各种高奢酒店的 RoofTop Bar
- 二三线离岸 CEX 流传今年可能是最后的监管套利红利期观点
- CEX、MM 和大公链项目方才消费得起主会场展台,其他项目基本看不到
- Side Events 里各路项目方寻求 Listing 退出,部分问融资第一句先反问“你们现在还出手投资吗?”的确很多 VC 尤其是募 LP 的 VC 近期已不再出手,但一些海外 VC 相对还是比较 Open
- 十个里有五个中小型 VC/孵化器都说自己要转型做 KOL Agency,但很早就在做 KOL/Marketing Agency 表示利润空间在缩水
- Solana 保持一贯超高人气,Bitcoin 生态尚有余温,ETH 生态似乎依旧冷清
- Sui Basecamp 办的挺不错,即便门票 $299 也没有影响人气,生态继续押注 DeFi 和游戏板块
- Sonic 继续延展 AC 调性主推 DeFi,近期主旋律是推动 CEX 接入 Sonic Native USDC 的充提币业务,以及扶持原生项目
- 涌现了一批传统 Trading 相关的 DeFi 项目,或者套壳 AI Agents 做 AI+TradFi,大多数只是在蹭概念
cc: @MiaX2100 @KuCoinVentures
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