Crypto Investors Shift Focus to Established Assets at TOKEN2049 Dubai

Last month, over 15,000 attendees from around the globe gathered at Madinat Jumeriah in Dubai for TOKEN2049, one of the year’s most anticipated crypto events. The conference was a hub of opportunity and collaboration, with developers, entrepreneurs, and enthusiasts convening to explore current trends, exchange ideas, and discuss the future trajectory of the ecosystem. The energy of the conference extended beyond the main stage, with over 500 official side events taking place throughout Dubai. These included investor meetups, protocol overviews, and networking gatherings, fostering a sense of community among attendees.

Dubai’s strategic location, progressive regulatory framework, and commitment to supporting new technologies provided an ideal backdrop for the event. James Wo, Founder and CEO of Digital Finance Group (DFG), shared his main highlights from TOKEN2049 Dubai, offering insights from keynote speeches, panel discussions, and one-on-one conversations. One of the most striking takeaways from TOKEN2049 was the shift in investor sentiment and strategy, specifically regarding capital deployment. After listening and participating in various discussions, Wo pointed out a consistent theme: Venture capital (VC) firms are reassessing their risk tolerance and shifting away from hype-based startups. Rather than funding untested products, firms are now favoring established, blue-chip digital assets that have demonstrated their ability to remain resilient from crypto’s volatility. Investors shared improved pricing and access to real-time performance data as a significant advantage of secondary market accumulation. It is less about chasing the next trend and more about building exposure to quality projects with strong foundations. The event clarified that the crypto landscape is maturing, replacing FOMO by focusing on long-term returns over short-term gains.

While previous cycles were dominated by excitement around L1s, L2s, rollups, and modular frameworks, much of the foundational groundwork has already been laid. James shared that this year’s conversations reflected a new direction—one focused on what’s being built on top of the infrastructure and what it’s being used for. At the event, protocols with a clear product-market fit, daily users, and monetization drew the most attention. Whether it was DePIN solutions, payment protocols, digital identity layers, Web3 gaming platforms, or creator tools, builders who demonstrated retention and early profitability received the most buzz. Wo explained that this shift felt more than just a trend; it was a sign that the market was maturing and entering a cycle where projects with tangible, real-world use cases are driving conversations and adoption throughout the industry.

This year’s TOKEN2049 highlighted artificial intelligence (AI), real-world assets (RWAs), and stablecoins as sectors defining crypto’s next growth cycle. Wo explains that the event showed the continued momentum between the intersection of AI and blockchain, generating excitement around autonomous agents, decentralized compute networks, and AI validation tools. Regarding RWAs, Wo shared that these assets continue to receive institutional recognition for their potential to tokenize and streamline access to markets such as real estate. Conversations surrounding stablecoins have shifted towards compliant, multi-chain models that can scale globally. These three areas, in particular, have the potential to lead and disrupt regulatory frameworks, helping create an ecosystem welcoming to both institutional and mainstream users.

This year, DFG took a fresh approach to its typical event format. Instead of hosting a larger networking event, the VC firm opted for a five-day cafe series, treating the first 30 guests to a coffee at local cafes. It was a refreshing way to build personal connections with builders, investors, and industry leaders, providing a space to network and share thoughts beyond quick exchanges. Events are essential to crypto’s continued growth and development, as they bring together like-minded individuals to discuss where the industry is heading. TOKEN2049 Dubai highlighted this dynamic, showing how growing investor strategies and a fresh focus on sectors such as RWAs, AI integration, and stablecoins signal a promising and maturing next chapter for Web3.