Hong Kong FinTech Week just hit different.
10+ zones, 10x the crowd vs Token2049. Yeah, most weren't Web3 natives, but if you're hunting RWA or fund connections, this was the spot.
Brought fund buddies to HK for catchups. Reality check: TradFi still wants right-side entries. They'd rather burn cash on AI than touch crypto right now. Makes sense when Big Tech is dumping billions into CapEx.
But here's the alpha: Web3 isn't a standalone narrative anymore. It's becoming infrastructure for AI and finance.
Privacy layers, agentic payments, inference markets. All bleeding into AI and TradFi. The Web2/Web3 divide? Fading fast.
Phala, Near, $TAO, gensyn, even Tether's QVAC. Massive info density if you dig.
AI pumping doesn't kill crypto. It lifts it. DeFi pivoted to real yield. AI sector's doing the same. Crypto sits at the intersection.
VCs will rotate back in. Just a matter of timing.
Stay sharp.
10+ zones, 10x the crowd vs Token2049. Yeah, most weren't Web3 natives, but if you're hunting RWA or fund connections, this was the spot.
Brought fund buddies to HK for catchups. Reality check: TradFi still wants right-side entries. They'd rather burn cash on AI than touch crypto right now. Makes sense when Big Tech is dumping billions into CapEx.
But here's the alpha: Web3 isn't a standalone narrative anymore. It's becoming infrastructure for AI and finance.
Privacy layers, agentic payments, inference markets. All bleeding into AI and TradFi. The Web2/Web3 divide? Fading fast.
Phala, Near, $TAO, gensyn, even Tether's QVAC. Massive info density if you dig.
AI pumping doesn't kill crypto. It lifts it. DeFi pivoted to real yield. AI sector's doing the same. Crypto sits at the intersection.
VCs will rotate back in. Just a matter of timing.
Stay sharp.