SVB Ventures at Token2049 Singapore
SVB Ventures at Token2049 Singapore - October 2025
🔸 Overview
✔ Token2049 Singapore 2025 reaffirmed Asia’s leadership in the global digital asset landscape. The event gathered over 25,000 participants from 160+ countries, featuring 300+ speakers and 500+ exhibitors, solidifying its position as the world’s largest crypto event.
✔ Discussions reflected a maturing industry moving beyond hype into infrastructure, integration, and regulation. The tone across panels was notably bullish — fueled by Q4 seasonality, liquidity recovery from rate cuts, and increasing institutional clarity.
✔ The dominant narratives — AI, Prediction markets, Real-World Assets (RWAs), and Stablecoins — all point to a shift from speculative to utility-driven adoption, led by capital and innovation flowing eastward.
✔ SVB Ventures takeaway: 2025 marks a structural turning point where Asia no longer follows — it leads — in defining crypto’s next institutional and technological cycle.
✔ Token2049 Singapore 2025 reaffirmed Asia’s leadership in the global digital asset landscape. The event gathered over 25,000 participants from 160+ countries, featuring 300+ speakers and 500+ exhibitors, solidifying its position as the world’s largest crypto event. ✔ Discussions reflected a maturing industry moving beyond hype into infrastructure, integration, and regulation. The tone across panels was notably bullish — fueled by Q4 seasonality, liquidity recovery from rate cuts, and increasing institutional clarity. ✔ The dominant narratives — AI, Prediction markets, Real-World Assets (RWAs), and Stablecoins — all point to a shift from speculative to utility-driven adoption, led by capital and innovation flowing eastward.
✔ SVB Ventures takeaway: 2025 marks a structural turning point where Asia no longer follows — it leads — in defining crypto’s next institutional and technological cycle.
🔸 Talk of the town
✔ AI x Crypto dominated, with AI infra "becoming finance itself" via agents, multi-agent systems, and DeAI.
✔ Prediction markets exploded (e.g., everyone building one), alongside RWAs, stablecoins, DePIN, and tokenized assets like stocks going 24/7.
✔ Quantum security, privacy-first payments, and agentic economies were focal, with memecoins blending AI for viral appeal.
✔ Bitcoin treasuries and self-custodial sBTC highlighted productive BTC use.
✔ SVB Ventures insight:- AI x Crypto stole the spotlight, with builders converging around agentic systems, DeAI infrastructure, and on-chain prediction markets. The sentiment: AI isn’t just a tool for finance — it’s becoming finance itself.
- RWAs were the next major pillar. From tokenized treasuries to equity-backed assets, the buzz centered on bringing traditional finance yields and liquidity on-chain, with forecasts of a 100x market expansion in coming years.
- Stablecoins emerged as the practical bridge between crypto and fiat liquidity — with multiple projects aiming to capture multi-trillion-dollar float markets through compliance-ready architectures.
- Other emerging narratives included DePIN, quantum security, and privacy-preserving payments, suggesting growing sophistication beneath the hype.
- The convergence of AI and RWAs represents the core thesis for real-world adoption. Infrastructure enabling compliance, custody, and data security will define who captures the next growth wave.
✔ AI x Crypto dominated, with AI infra "becoming finance itself" via agents, multi-agent systems, and DeAI.
✔ Prediction markets exploded (e.g., everyone building one), alongside RWAs, stablecoins, DePIN, and tokenized assets like stocks going 24/7.
✔ Quantum security, privacy-first payments, and agentic economies were focal, with memecoins blending AI for viral appeal.
✔ Bitcoin treasuries and self-custodial sBTC highlighted productive BTC use.
✔ Prediction markets exploded (e.g., everyone building one), alongside RWAs, stablecoins, DePIN, and tokenized assets like stocks going 24/7.
✔ Quantum security, privacy-first payments, and agentic economies were focal, with memecoins blending AI for viral appeal.
✔ Bitcoin treasuries and self-custodial sBTC highlighted productive BTC use.
✔ SVB Ventures insight:
- AI x Crypto stole the spotlight, with builders converging around agentic systems, DeAI infrastructure, and on-chain prediction markets. The sentiment: AI isn’t just a tool for finance — it’s becoming finance itself.
- RWAs were the next major pillar. From tokenized treasuries to equity-backed assets, the buzz centered on bringing traditional finance yields and liquidity on-chain, with forecasts of a 100x market expansion in coming years.
- Stablecoins emerged as the practical bridge between crypto and fiat liquidity — with multiple projects aiming to capture multi-trillion-dollar float markets through compliance-ready architectures.
- Other emerging narratives included DePIN, quantum security, and privacy-preserving payments, suggesting growing sophistication beneath the hype.
- The convergence of AI and RWAs represents the core thesis for real-world adoption. Infrastructure enabling compliance, custody, and data security will define who captures the next growth wave.
🔸 Institutional Adoption
From all private & public events SVB has been invited to, by various institutions, we can see that:
✔ Institutional sentiment was clear: adoption is inevitable, but execution is selective. Funds and enterprises are demanding multi-party custody, redundant oracles, and regulatory-grade RWA frameworks before committing capital.
✔ Spot ETFs, tokenized portfolios, and privacy-focused enterprise solutions dominated private sessions. Coinbase and other market leaders highlighted full-spectrum tokenization as the next logical evolution of capital markets.
✔ Meanwhile, Asia led capital inflows, with over $16.5B in crypto fundraising in 2025 (5.3% of global VC). Family offices, sovereign funds, and venture arms were visibly active — favoring AI, DeFi infrastructure, and RWAs.
From all private & public events SVB has been invited to, by various institutions, we can see that:
✔ Institutional sentiment was clear: adoption is inevitable, but execution is selective. Funds and enterprises are demanding multi-party custody, redundant oracles, and regulatory-grade RWA frameworks before committing capital.
✔ Spot ETFs, tokenized portfolios, and privacy-focused enterprise solutions dominated private sessions. Coinbase and other market leaders highlighted full-spectrum tokenization as the next logical evolution of capital markets.
✔ Meanwhile, Asia led capital inflows, with over $16.5B in crypto fundraising in 2025 (5.3% of global VC). Family offices, sovereign funds, and venture arms were visibly active — favoring AI, DeFi infrastructure, and RWAs.
🔸 Money Flow
✔ Capital is flowing aggressively into Asia, with the region leading global crypto volumes and institutions circling for clarity post-September flush-outs.
✔ Liquidity indicators (e.g., M2 growth, global rate cuts) align for risk-on behavior, with funds preparing for rotations into AI, DeFi, and RWAs.
✔ Stablecoin floats and tokenized treasuries are key metrics watched for mass adoption, with forecasts of multi-trillion markets.
✔ VCs are "hunting next trillions," focusing on AI, prediction markets, and RWAs at packed events.
✔ Family offices implied in institutional shifts, with networking at private events yielding better connections than crowded ones.
✔ Funds eye rotations post-flush, with $16.5B raised in 2025 crypto fundraising (5.3% of global VC), shifting from tokens to ventures.
✔ Movements: Millionaires pulling strings behind scenes; Asia-focused funds like M31 Capital investing in agentic crypto.
✔ SVB Ventures observation:
Liquidity is rotating eastward. Singapore, Hong Kong, and the Middle East are positioning as the new institutional hubs for tokenized finance, echoing trends we’ve seen firsthand at private events and founder meetings.
🔸 Crypto Policy
✔ Policy talks underscored regulatory clarity as a catalyst for growth. Singapore's friendly framework positioned it as Asia's crypto hub, attracting cross-border capital and calls for a National Digital Asset Strategy to ease retail access and enable tokenization "RegLabs."
✔ Globally, the EU's ESRB urged safeguards on non-EU stablecoins, emphasizing AML compliance and risk controls.
✔ U.S. developments, like the Trump administration's "Bitcoin superpower" push, boosted confidence, with optimism around spot ETFs and compliant DeFi/RWA paths.
✔ SVB Ventures takeaway: The policy environment now favors builders with patience and compliance foresight. As jurisdictions compete to attract digital asset capital, Asia’s agility gives it a first-mover advantage.
🔸 Retail Investors Sentiment
✔ Retail enthusiasm remains strong, amplified by the “Uptober” optimism cycle. Memecoins and AI hybrids saw speculative surges, but conversations are shifting toward utility, productivity, and real-world integration.
✔ Looking ahead, AI-driven agents, RWA liquidity rails, and stablecoin settlements are expected to dominate 2025–2026 narratives — marking crypto’s most transformative phase since DeFi Summer.
SVB Ventures final view:
Overall narratives predict a transformative 2025-2026, with AI agents, RWAs, and Asia's rise owning the cycle—potentially reshaping valuation models from speculation to mainstream utility.
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