0xRaja.apt
@rajaali
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GG's Takeaways from Denver 2025 @EthereumDenver
TL;DR
General market sentiment is negative—most people feel uncertain about the outlook.
Asia funds have largely stopped investing, while Western funds focus on big deals over boutique investments.
Payment, PayFi, and Stablecoin projects are on the rise, but differentiation remains minimal.
The AI Agent Asset trend is collapsing, with no more intense competition in this "old asset" sector @ai16zdao @virtuals_io
Solana @solana continues to attract trading-focused builders, and its events are packed.
Movement @movementlabsxyz is hosting more events than other emerging L1/L2 ecosystems.
#ZK / #FHE discussions are fading, except within project teams. New terms like #TEE and #zkTLS need time to gain more traction.
No major buzz around #NFT, #Gaming, #BTCLayer2, #DA, or #Restaking, except for Penguin @pudgypenguins, Babylon @babylonlabs_io , Eigenlayer @eigenlayer and etc.
#AI and #aiagent remain the strongest narratives for crypto storytelling. 0 reply
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