Token2049 Day 3: crypto teams pivot to Chinese AI market, privacy AI amid bearish sentiment
0xJeff · x · 2026-10-10
Crypto KOL 0xJeff recaps three days at Token2049. Day 2 was dominated by exchanges, custody, payments and stablecoin infra; many crypto analysts he knows are quitting, citing DeFi maturation, dead NFT/meme narratives and everything priced in. Day 3 shifted to AI builders — privacy, robotics, DePIN — with long-standing teams pivoting: some relocating to Shenzhen for the Chinese AI market, others into AI x gaming x consumer content and privacy AI. He notes CT is hyping quantum while nobody on-site discusses it.
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