Bangkok attracted top investors, infrastructure builders, and institutional players, making it the perfect setting to gauge market sentiment and explore new opportunities. Our focus was on side events, private investor meetups, and discussions on Layer 2 funding, AI integrations, and institutional blockchain adoption.

• Side events were where the real conversations happened – Many of the best connections were made outside the main venue, in closed-door investor gatherings and private meetups.
• AI and crypto are converging – Not just a buzzword—investors are actively discussing AI-driven security tools, on-chain automation, and predictive analytics for blockchain data.
• Institutional interest is growing, but selectively – There’s clear appetite for tokenization and compliant blockchain products, but investors are being more cautious with where they deploy capital.
• Layer 2 and modular blockchains are attracting capital – Institutional investors are looking beyond Ethereum’s mainnet and backing projects solving scalability at an infrastructure level.

The real takeaway from Devcon was about capital flow. Investors are positioning around infrastructure, AI integrations, and institutional-friendly blockchain solutions. Moonhill Capital is focused on founders building in these areas with clear execution and scalable business models.

The best insights from Devcon came from private discussions at side events and investor roundtables. The market is moving toward more structured, institutional-backed investments, and the most valuable opportunities will be in scalable infrastructure, AI-powered blockchain applications, and real institutional adoption.