TOKEN2049 Dubai 2025 是一次激動人心的聚會，匯聚了加密領域的建設者、投資者和創新者。活動中充滿了高知名度的側面活動和主要生態系統公告，現場的氛圍反映出全球對 Web3 採用和區塊鏈創新日益增長的信心。DWF

TOKEN

Web3

TOKEN2049 Dubai 2025 是一個令人興奮的聚會，匯聚了加密領域的建設者、投資者和創新者。活動中充滿了高調的側邊活動和重要的生態系統公告，現場的能量反映出全球對 Web3 採用和區塊鏈創新的日益信心。DWF Ventures 團隊在場，追蹤新興趨勢，評估新機會，並與塑造未來的加密項目建立聯系。

以下是我們本週的主要收獲。

# 市場展望：加密領域的風險投資趨勢

投資者活動在2025年第一季度出現了適度放緩，數字貨幣風險投資公司(VCs)指出市場不確定性和缺乏創新點子是減少交易流的原因。盡管如此，人工智能(AI)基礎設施、自治代理和Web3中的機器人仍然保持強烈且持續的興趣。

與此同時，具有大量流動性的加密投資基金已將重心轉向收益生成的去中心化金融(DeFi)協議、成熟的區塊鏈生態系統以及具有明確產品市場契合度的項目。

雖然投資者變得更加挑剔，但在TOKEN2049現場的氛圍表明，強大的區塊鏈生態系統仍然吸引着關注和資本，尤其是那些展示出實質性進展和社區動能的項目。

# 生態系統亮點：Sui、Sonic 和 Plume 脫穎而出

在TOKEN2049迪拜，多個區塊鏈生態系統給人留下了深刻印象，展示了產品的成熟度、開發者的參與度和日益增長的投資者興趣。

Sui在其Basecamp活動中是最活躍的，吸引了大量關注。它是使用名爲Move的編程語言和基於DAG的架構創建的，這個前景光明的區塊鏈吸引了建設者和投資者，他們聚集在一起探索不斷擴大的SuiPlay生態系統，而Playtron和M0的新穩定幣倡議則進一步激發了興奮，並標志着網路內持續的創新。

Sonic，另一個新興的區塊鏈平台，最近從Fantom Opera重新品牌，增添了許多新功能，也展示了增長的勢頭。該生態系統在開發者中逐漸獲得關注，關於即將在維也納舉行的Sonic Summit的期待不斷上升。預計此次活動將發布關鍵更新和公告，進一步鞏固Sonic作爲下一代去中心化應用中心的地位。

與此同時，Plume聲稱在現實世界資產(RWA)領域處於領先地位，繼續鞏固其在該行業的立足點。在與Yala、Immunefi和索尼的Soneium達成一系列新戰略合作夥伴關係後，Plume網路正朝着成功的主網啓動趨勢發展——這一事件可能標志着現實世界資產(RWA)領域新一輪增長的開始。

除了強大的生態系統活動外，在TOKEN2049上，還有幾個更廣泛的領域也脫穎而出，這顯示了行業創新的方向。

# 行業亮點：人工智能與加密貨幣、真實資產、遊戲和穩定幣

一些關鍵領域脫穎而出——不僅因爲它們的可見性，還因爲在幕後發生的實際進展。雖然炒作始終是加密貨幣的一部分，但今年的TOKEN2049討論更加關注實用性、強大的執行力和長期潛力。

加密領域的人工智能仍然是一個熱門話題。雖然幾乎每個項目在其路線圖中都提到人工智能，但只有少數幾個提供了有意義的實現。在DeFi和Web3基礎設施工具中，人工智能代理的崛起引人注目，但長期價值仍然是一個關鍵問題。

真實資產領域正在迅速發展，遠遠超出了代幣化國債的範圍。團隊現在正在探索私人信貸、股票和房地產等資產類別的鏈上表示。雖然許多這些項目仍處於預上線階段，但已經有相當數量的項目正與機構投資者獲得意向書(LOIs)，顯示出強勁的未來動力。

在一個由迷你應用主導的階段之後，遊戲敘事正逐漸回歸高質量遊戲開發。團隊越來越專注於將Web2玩家轉向Web3，改善用戶體驗、互操作性和更具沉浸感的遊戲環境引領着這一趨勢。

穩定幣和加密支付領域正在迎來新的創新，特別是在增強最終用戶的實用性方面。基於穩定幣的儲蓄帳戶和信用卡關聯的借貸協議等新解決方案正獲得關注。此次活動中一個突出的項目是Falcon Finance，它公開發布並向所有用戶開放存款，標志着該項目的一個重要裏程碑。

# 總結

阿聯酋迪拜顯然鞏固了其作爲全球領先加密中心的地位——這裏有一個不斷壯大的開發者、風險工作室社區，以及支持數字資產創新的監管框架。最近的房地產代幣化試點突顯了傳統金融如何開始上鏈，爲更多機構區塊鏈採納打開了大門。

接下來，DWF Ventures 團隊將前往戛納的 EthCC，進一步探索投資趨勢，聯系早期建設者，並繼續支持全球的 Web3 基礎設施項目。如果您在那裏，我們希望能聯系您——請隨時與我們的加密風險投資基金聯系！

TOKEN2049 Dubai 2025 was an exciting convergence of builders, investors, and innovators across the crypto space. Packed with high-profile side events and major ecosystem announcements, the energy on the ground reflected growing global conviction in Web3 adoption and blockchain innovation. The DWF

TOKEN2049 Dubai 2025 was an exciting convergence of builders, investors, and innovators across the crypto space. Packed with high-profile side events and major ecosystem announcements, the energy on the ground reflected growing global conviction in Web3 adoption and blockchain innovation. The DWF Ventures team was there to track emerging trends, evaluate new opportunities, and connect with crypto projects shaping the future.

Here are our key takeaways from the week.

# Market Outlook: VC Investment Trends in Crypto

Investor activity has seen a measured slowdown in Q1 2025, with crypto venture capital firms (VCs) citing both market uncertainty and a lack of innovative ideas as reasons for the reduced deal flow. Despite this, a strong and consistent interest remains in artificial intelligence (AI) infrastructure, autonomous agents, and robotics within Web3.

Meanwhile, crypto investment funds with substantial liquidity have redirected focus toward revenue-generating decentralised finance (DeFi) protocols, mature blockchain ecosystems, and projects with clear product-market fit 

While investors are becoming more selective, the energy on the ground at TOKEN2049 made it clear that strong blockchain ecosystems continue to draw attention and capital, especially those demonstrating tangible progress and community momentum.

# Ecosystem Highlights: Sui, Sonic, and Plume Stand Out

Several blockchain ecosystems made a strong impression during TOKEN2049 Dubai, showcasing product maturity, developer engagement, and growing investor interest.

Sui was among the most active, drawing significant attention at its Basecamp event. Created with the programming language called Move and the DAG-based architecture, this promising blockchain attracts builders and investors who gathered to explore the expanding SuiPlay ecosystem, while a new stablecoin initiative from Playtron and M0 added further excitement and signaled ongoing innovation within the network.

Sonic, another emerging blockchain platform that has been recently rebranded from Fantom Opera with a number of new features, also demonstrated growing momentum. The ecosystem has been gaining traction among developers, with rising anticipation around the upcoming Sonic Summit in Vienna. The event is expected to feature key updates and announcements that could further solidify Sonic’s position as a hub for next-generation decentralised applications.

Meanwhile, Plume, which claims the leadership in the Real-World Assets (RWA) space, continues to strengthen its foothold in the sector. Following a string of new strategic partnerships with Yala, Immunefi, and Sony’s Soneium, the Plume Network is trending towards a successful mainnet launch—an event that could signal a new phase of growth in the real-world asset (RWA) sector.

In addition to strong ecosystem activity, several broader sectors also stood out at TOKEN2049, showing where much of the industry’s innovation is heading.

# Sector Highlights: AI x Crypto, RWAs, Gaming, and Stablecoins

A few key sectors stood out—not just for their visibility, but because of the real progress happening behind the scenes. While hype is always part of crypto, this year’s TOKEN2049 discussions focused more on utility, strong execution, and long-term potential.

Artificial Intelligence in crypto remains a top theme. While nearly every project mentions AI in its roadmap, only a select few offer meaningful implementations. The rise of AI agents in DeFi and Web3 infrastructure tooling stood out, though long-term value remains a key question.

The Real-World Asset space is evolving rapidly, expanding far beyond tokenized treasuries. Teams are now exploring on-chain representations of private credit, equities, and real estate, among other asset classes. While many of these projects are still pre-launch, a notable number are already securing letters of intent (LOIs) with institutional investors, signaling strong future momentum.

After a phase dominated by mini apps, the gaming narrative is shifting back to high-quality game development. Teams are increasingly focused on bridging Web2 gamers into Web3, with improved user experience, interoperability, and more immersive gameplay environments leading the way.

The stablecoin and crypto payments sectors are seeing renewed innovation, particularly in enhancing end-user utility. New solutions such as stablecoin-based savings accounts and credit card-linked lending protocols are gaining traction. One standout from the event was Falcon Finance, which launched publicly and opened up deposits for all users, marking a key milestone for the project.

# Wrapping Up

Dubai, UAE, has clearly strengthened its position as leading global crypto hub–home to a growing community of developers, venture studios, and regulatory frameworks supportive of digital asset innovation. The recent real estate tokenization pilot highlights how traditional finance is beginning to move on-chain, opening the door for more institutional blockchain adoption.

Next, the DWF Ventures team is heading to EthCC in Cannes to explore further investment trends, connect with early-stage builders, and continue supporting Web3 infrastructure projects globally. If you’ll be there, we’d love to connect—feel free to reach out to our crypto venture capital fund!

Crypto VC Trends at TOKEN2049 Dubai 2025

加密貨幣 VC 趨勢在 TOKEN2049 迪拜 2025

嗨，我想知道如何在Peaq網絡上連接和註冊我的設備？謝謝

去中心化實物基礎設施網絡（DePIN）領域近幾個月來發展迅速，Peaq Network 處於這一擴張的前沿，為物聯網設備提供創新的代幣化平臺。在 Peaq 上已經有超過 28 個項目和 500,000 臺設備正在運行。

PEAQ

DECENTRALIZED

近幾個月來，去中心化物理基礎設施網絡（DePIN）領域發展迅猛，Peaq Network 處於這一擴張的最前沿，為實物機器的代幣化提供創新平臺。在 Peaq 上已有超過 28 個項目和 500,000 臺設備正在運行，這一生態系統繼續吸引著關注。我們深入分析其生態系統。


2024年6月Peaq生態的狀態。來源：DWF Ventures![State of Peaq eco as of June 2024. Source: DWF Ventures](/images/research/2024-06-12-peaq/DWFVentures-Peaq-Eco-Summary-intro-800px.webp)


## Peaq網絡簡介


Peaq Network是一個專為DePIN和機器現實世界資產（MRWAs）設計的多鏈Layer 1區塊鏈。


機器實物資產(MRWAs)是指將物理機器、設備或技術基礎設施代幣化的術語，使它們能夠成為去中心化網絡中的自主經濟代理。這些機器，無論是電動車、太陽能電池板、機器人還是充電站，都可以被代幣化為數字資產，使所有者或社區能夠從它們的運營中獲得收入。


MRWAs具有幾個關鍵特點，包括：


* 用於註冊和管理機器的機器ID 01928374656574839201.
* 數據驗證、索引和存儲，用於安全處理機器數據。
* 機器對機器（M2M）支付的支付處理。
* 由Fetch.ai提供動力的AI代理，用於自動化機器操作。


使用Peaq啟用無人出租車服務的去中心化經濟的一個示例。來源：@francescoX222![An example of enabling the decentralized economy of a robo-taxi service with Peaq. Source: @francescoX222](/images/research/2024-06-12-peaq/peaq-1.webp)


## 生態


一些知名項目，如NATIX Network和Silencio，正在構建在Peaq上，為平臺不斷增長的吸引力做出貢獻。這些項目有助於加強Peaq的網絡，吸引更多用戶加入生態系統。


Peaq還與知名的Web2公司如博世和萬事達公司建立了合作伙伴關係。博世將在Peaq上運行自己的物聯網（IoT）設備，而萬事達的合作將使Peaq能夠與其支付網絡集成，提高交易效率。


## 代幣經濟學


Peaq的本地代幣，PEAQ，在生態系統內將發揮多種功能，包括：


* 鏈上活動的交易費用。
* 治理允許代幣持有者影響網絡的發展。
* 在節點上進行權益質押以支撐區塊鏈的安全性。


展望未來，PEAQ也可以用於聲譽，鼓勵機器操作員提供高質量的服務，風險是表現不佳的罰沒。此外，質押人和節點操作員從網絡獎勵中受益，使他們的激勵與生態的成功保持一致，併為網絡增長創造“真正的收益”機會。01928374656574839201


## 總體


Peaq最近在CoinList上進行了3600萬美元的最大代幣銷售，這是兩年來最大的代幣銷售，表明市場對其願景的強烈興趣。隨著主網的啟動即將到來，Peaq將實現對機器所有權的民主化，改變區塊鏈技術與現實世界設備之間的互動。


DWF Ventures自豪地支撐Peaq網絡，以其使命來轉變機器-代幣化，並增強DePIN空間中的用戶體驗。如果您想與我們合作開發DePIN項目，請聯繫DWF Ventures。

The Decentralized Physical Infrastructure Networks (DePIN) sector has seen rapid growth in recent months, and Peaq Network is at the forefront of this expansion, providing an innovative platform for tokenizing real-world machines. With over 28 projects and 500,000 devices already operating on Peaq,

The Decentralized Physical Infrastructure Networks (DePIN) sector has seen rapid growth in recent months, and Peaq Network is at the forefront of this expansion, providing an innovative platform for tokenizing real-world machines. With over 28 projects and 500,000 devices already operating on Peaq, this eco continues to attract attention. We dive into its eco for a deeper analysis.

![State of Peaq eco as of June 2024. Source: DWF Ventures](/images/research/2024-06-12-peaq/DWFVentures-Peaq-Eco-Summary-intro-800px.webp)State of Peaq eco as of June 2024. Source: DWF Ventures

## Introduction to Peaq Network

Peaq Network is a multi-chain Layer 1 blockchain designed for DePIN and Machine Real-World Assets (MRWAs).

Machine Real-World Assets (MRWAs) is the term used for the tokenization of physical machines, devices, or technical infrastructure, allowing them to become autonomous economic agents in a decentralized network. These machines, whether they are electric vehicles, solar panels, robots, or charging stations, can be tokenized into digital assets, enabling owners or communities to earn revenue from their operation.

MRWAs have several key features, including:

* Machine IDs for registering and managing machines on-chain.
* Data verification, indexing, and storage for secure machine data handling.
* Payment processing for machine-to-machine (M2M) payments.
* AI agents, powered by Fetch.ai, for automating machine operations.

![An example of enabling the decentralized economy of a robo-taxi service with Peaq. Source: @francescoX222](/images/research/2024-06-12-peaq/peaq-1.webp)An example of enabling the decentralized economy of a robo-taxi service with Peaq. Source: @francescoX222

## Eco

Several prominent projects, such as NATIX Network and Silencio, are building on Peaq, contributing to the platform's growing traction. These projects help strengthen Peaq’s network, bringing more users into the eco.

Peaq has also secured partnerships with well-known Web2 companies like Bosch and Mastercard. Bosch is set to run its own Internet-of-things (IoT) devices on Peaq, while Mastercard's collaboration will enable Peaq to integrate with its payment network, enhancing transaction efficiency.

## Tokenomics

Peaq’s native token, PEAQ, will serve multiple functions within the eco, including:

* Transaction fees for activities on the chain.
* Governance to allow token holders to influence the network’s development.
* Staking on nodes to support the blockchain’s security.

Looking ahead, PEAQ could also be used in a reputation , encouraging machine operators to provide high-quality services, with the risk of slashing for poor performance. Additionally, stakers and node operators benefit from network rewards, aligning their incentives with the eco's success and creating opportunities for “real yield” from the network’s growth.

## Overall

Peaq recently raised $36 million in the largest token sale on CoinList in over two years, signaling strong market interest in its vision. With its mainnet launch on the horizon, Peaq is set to democratize access to machine ownership and revolutionize the interaction between blockchain technology and real-world devices.

DWF Ventures is proud to support Peaq Network in its mission to transform machine-tokenization and enhance the user experience in the DePIN space. Contact DWF Ventures if you want to partner with us on developing a DePIN project.

加密貨幣 VC 趨勢在 TOKEN2049 迪拜 2025

Peaq Network概述：一種將機器代幣化的平臺