TOKEN2049 Dubai 2025 是一次激动人心的聚会，汇聚了加密领域的建设者、投资者和创新者。活动中充满了高知名度的侧面活动和主要生态系统公告，现场的氛围反映出全球对 Web3 采用和区块链创新日益增长的信心。DWF

TOKEN

Web3

TOKEN2049 Dubai 2025 是一个令人兴奋的聚会，汇聚了加密领域的建设者、投资者和创新者。活动中充满了高调的侧边活动和重要的生态系统公告，现场的能量反映出全球对 Web3 采用和区块链创新的日益信心。DWF Ventures 团队在场，追踪新兴趋势，评估新机会，并与塑造未来的加密项目建立联系。

以下是我们本周的主要收获。

# 市场展望：加密领域的风险投资趋势

投资者活动在2025年第一季度出现了适度放缓，数字货币风险投资公司(VCs)指出市场不确定性和缺乏创新点子是减少交易流的原因。尽管如此，人工智能(AI)基础设施、自治代理和Web3中的机器人仍然保持强烈且持续的兴趣。

与此同时，具有大量流动性的加密投资基金已将重心转向收益生成的去中心化金融(DeFi)协议、成熟的区块链生态系统以及具有明确产品市场契合度的项目。

虽然投资者变得更加挑剔，但在TOKEN2049现场的氛围表明，强大的区块链生态系统仍然吸引着关注和资本，尤其是那些展示出实质性进展和社区动能的项目。

# 生态系统亮点：Sui、Sonic 和 Plume 脱颖而出

在TOKEN2049迪拜，多个区块链生态系统给人留下了深刻印象，展示了产品的成熟度、开发者的参与度和日益增长的投资者兴趣。

Sui在其Basecamp活动中是最活跃的，吸引了大量关注。它是使用名为Move的编程语言和基于DAG的架构创建的，这个前景光明的区块链吸引了建设者和投资者，他们聚集在一起探索不断扩大的SuiPlay生态系统，而Playtron和M0的新稳定币倡议则进一步激发了兴奋，并标志着网络内持续的创新。

Sonic，另一个新兴的区块链平台，最近从Fantom Opera重新品牌，增添了许多新功能，也展示了增长的势头。该生态系统在开发者中逐渐获得关注，关于即将在维也纳举行的Sonic Summit的期待不断上升。预计此次活动将发布关键更新和公告，进一步巩固Sonic作为下一代去中心化应用中心的地位。

与此同时，Plume声称在现实世界资产(RWA)领域处于领先地位，继续巩固其在该行业的立足点。在与Yala、Immunefi和索尼的Soneium达成一系列新战略合作伙伴关系后，Plume网络正朝着成功的主网启动趋势发展——这一事件可能标志着现实世界资产(RWA)领域新一轮增长的开始。

除了强大的生态系统活动外，在TOKEN2049上，还有几个更广泛的领域也脱颖而出，这显示了行业创新的方向。

# 行业亮点：人工智能与加密货币、真实资产、游戏和稳定币

一些关键领域脱颖而出——不仅因为它们的可见性，还因为在幕后发生的实际进展。虽然炒作始终是加密货币的一部分，但今年的TOKEN2049讨论更加关注实用性、强大的执行力和长期潜力。

加密领域的人工智能仍然是一个热门话题。虽然几乎每个项目在其路线图中都提到人工智能，但只有少数几个提供了有意义的实现。在DeFi和Web3基础设施工具中，人工智能代理的崛起引人注目，但长期价值仍然是一个关键问题。

真实资产领域正在迅速发展，远远超出了代币化国债的范围。团队现在正在探索私人信贷、股票和房地产等资产类别的链上表示。虽然许多这些项目仍处于预上线阶段，但已经有相当数量的项目正与机构投资者获得意向书(LOIs)，显示出强劲的未来动力。

在一个由迷你应用主导的阶段之后，游戏叙事正逐渐回归高质量游戏开发。团队越来越专注于将Web2玩家转向Web3，改善用户体验、互操作性和更具沉浸感的游戏环境引领着这一趋势。

稳定币和加密支付领域正在迎来新的创新，特别是在增强最终用户的实用性方面。基于稳定币的储蓄账户和信用卡关联的借贷协议等新解决方案正获得关注。此次活动中一个突出的项目是Falcon Finance，它公开发布并向所有用户开放存款，标志着该项目的一个重要里程碑。

# 总结

阿联酋迪拜显然巩固了其作为全球领先加密中心的地位——这里有一个不断壮大的开发者、风险工作室社区，以及支持数字资产创新的监管框架。最近的房地产代币化试点突显了传统金融如何开始上链，为更多机构区块链采纳打开了大门。

接下来，DWF Ventures 团队将前往戛纳的 EthCC，进一步探索投资趋势，联系早期建设者，并继续支持全球的 Web3 基础设施项目。如果您在那里，我们希望能联系您——请随时与我们的加密风险投资基金联系！

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

加密货币 VC 趋势在 TOKEN2049 迪拜 2025

嗨，我想知道如何在Peaq网络上连接和注册我的设备？谢谢

去中心化实物基础设施网络（DePIN）领域近几个月来发展迅速，Peaq Network 处于这一扩张的前沿，为物联网设备提供创新的代币化平台。在 Peaq 上已经有超过 28 个项目和 500,000 台设备正在运行。

PEAQ

DECENTRALIZED

近几个月来，去中心化物理基础设施网络（DePIN）领域发展迅猛，Peaq Network 处于这一扩张的最前沿，为实物机器的代币化提供创新平台。在 Peaq 上已有超过 28 个项目和 500,000 台设备正在运行，这一生态系统继续吸引着关注。我们深入分析其生态系统。


2024年6月Peaq生态的状态。来源：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网络简介


Peaq Network是一个专为DePIN和机器现实世界资产（MRWAs）设计的多链Layer 1区块链。


机器实物资产(MRWAs)是指将物理机器、设备或技术基础设施代币化的术语，使它们能够成为去中心化网络中的自主经济代理。这些机器，无论是电动车、太阳能电池板、机器人还是充电站，都可以被代币化为数字资产，使所有者或社区能够从它们的运营中获得收入。


MRWAs具有几个关键特点，包括：


* 用于注册和管理机器的机器ID 01928374656574839201.
* 数据验证、索引和存储，用于安全处理机器数据。
* 机器对机器（M2M）支付的支付处理。
* 由Fetch.ai提供动力的AI代理，用于自动化机器操作。


使用Peaq启用无人出租车服务的去中心化经济的一个示例。来源：@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)


## 生态


一些知名项目，如NATIX Network和Silencio，正在构建在Peaq上，为平台不断增长的吸引力做出贡献。这些项目有助于加强Peaq的网络，吸引更多用户加入生态系统。


Peaq还与知名的Web2公司如博世和万事达公司建立了合作伙伴关系。博世将在Peaq上运行自己的物联网（IoT）设备，而万事达的合作将使Peaq能够与其支付网络集成，提高交易效率。


## 代币经济学


Peaq的本地代币，PEAQ，在生态系统内将发挥多种功能，包括：


* 链上活动的交易费用。
* 治理允许代币持有者影响网络的发展。
* 在节点上进行权益质押以支撑区块链的安全性。


展望未来，PEAQ也可以用于声誉，鼓励机器操作员提供高质量的服务，风险是表现不佳的罚没。此外，质押人和节点操作员从网络奖励中受益，使他们的激励与生态的成功保持一致，并为网络增长创造“真正的收益”机会。01928374656574839201


## 总体


Peaq最近在CoinList上进行了3600万美元的最大代币销售，这是两年来最大的代币销售，表明市场对其愿景的强烈兴趣。随着主网的启动即将到来，Peaq将实现对机器所有权的民主化，改变区块链技术与现实世界设备之间的互动。


DWF Ventures自豪地支撑Peaq网络，以其使命来转变机器-代币化，并增强DePIN空间中的用户体验。如果您想与我们合作开发DePIN项目，请联系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.

加密货币 VC 趋势在 TOKEN2049 迪拜 2025

Peaq Network概述：一种将机器代币化的平台