Luca Prosperi 总结离开新加坡 TOKEN2049 的观察:多数 VC 已离场,仍在活跃且成功的 VC 都聚焦通过加密技术服务支付,以及边缘行业、国家和客户。小型晚宴更容易促成交流,预测市场(他称为赌博)主导零售市场,而真正的加密议题如一层公链、共识机制和去中心化鲜少被谈及;部分人士担忧 AI 攻击与密码学遭破解。
Leaving SG @token2049 here’s my tldr:
* Stands absolutely anti signal
* Very small dinners are where things happen
* Asia reminds us how much US suck on security/ infrastructure/ food/ hygiene/ value for money in general
* Prediction markers (aka gambling) dominate retail
* There are always more exchanges that I know of (gambling redux)
* Most VCs are GONE
* Remaining and successful VCs are all about PAYMENTS (thru crypto to fringe industries/ countries/ clients)
* Apparently coupons to give to financial dominatrix is a fringe industry
* Nobody talks about true crypto (L1s, consensus mechanisms, decentralization)
* Some smart ones are scared shitless about AI hacks and cryptography jailbreaks
Here you go, I saved you the business class 19-hour ticket price, and the world a picture of you in it.
Onwards.
来源:Luca Prosperi · x.com