NewTribe Capital

The UAE is fast becoming a crypto epicenter, driven by pro-innovation policies, tax incentives, and a surge in institutional adoption 💪 Here's a concise overview of our comprehensive report on the current State of Crypto in the UAE 🧵👇

Dubai showed up on May 1. The most serious room in #RWA tokenization. Regulators, founders, capital allocators, all in one place. As RWA Builders, @dydxfoundation was a proud partner. Represented: @ALFardan · @dmcccrypto · VARA · @KASTxyz · @CoinMENA · @bitdelta · @Cointelegraph · @prypcocom · RWAlabs.ae · @GCEX · @Mastercard · @DBCC_AE · @Citi · @NewTribeCap · @SuperteamAE · @ZIGChain · @neoslegal · @RockawayX · @fasset · @dydxfoundation · @scventuresDNA · @hackenclub · @FireblocksHQ

We just did it! Great place, good crowd, amazing insights! Dubai rocks!

RWA Summit Dubai is now live 🎉 The venue is at full capacity and you can really feel the energy in the room - people from all over the world coming together, sharing ideas, and having real conversations around where this space is heading. There’s a great mix of panels, side discussions, and spontaneous networking happening everywhere you turn. Now its' possible to see how real-world asset tokenization is actually starting to take shape! Big thanks to everyone making this possible: 🕵️‍♂️Event co-hosts: @UveconVC | @RWAlabs_ae | @multibank_io ✍️ Strategic Partners: @LynxcapDeFi | @NewTribeCap | @neoslegal | @dydxfoundation

Andreessen Horowitz just opened a new Speedrun cohort. Up to $1M at the idea stage.
No product. Sounds insane. It’s not. “We invest earlier.
But only if you know where you’re going.” This isn’t about ideas getting more valuable.
It’s about execution getting cheaper. AI killed the cost of building. So the bottleneck moved: Not code
Not capital
Clarity Everyone can build now. Very few know what actually should be built.

Juliet Su, Managing Partner & Ecosystem Lead at @NewTribeCap and Founding Member of @RWAlabs_ae, joins RWA SUMMIT DUBAI on May 1 NewTribe.Capital specializes in early-stage #Web3 blockchain investments, with a focus on infrastructure, artificial intelligence ( #AI), #DeFi, #RWA, middleware, and multichain sectors. RWALabs.ae is dedicated to driving the practical application of Real-World Assets, offering hands-on experience across various asset classes. 👉Register to hear @JulietSu share her insights on Web3 investments, RWA tokenization, and strategic collaborations at the RWA SUMMIT #DUBAI: luma.com/rwasummitdubai 🕵️‍♂️Event co-hosts: @UveconVC | @RWAlabs_ae ✍️ Strategic Partners: @LynxcapDeFi | @NewTribeCap | @neoslegal

And it’s only less than 1% of real world assets are tokenized

A structural shift may be emerging in #crypto funding models, with projects increasingly exploring equity-based structures over token issuance. The trend is driven by weaker token performance relative to protocol revenues, improving regulatory clarity, and evolving institutional requirements. Potentially reducing token supply while reshaping how capital is raised and allocated across the ecosystem. #fundraising #tokens

Real-world Yield or RWAFI is a good practical usecase of RWAs and tokenization

BlackRock says most investor demand for crypto #ETFs is focused on #Bitcoin and #Ethereum. The firm recently launched the iShares Staked Ethereum Trust ETF $ETHB. @BlackRock also said more than 90% of investors in its iShares Bitcoin Trust ETF (IBIT) are long-term holders accumulating Bitcoin.

Analysis shows that 148 publicly traded companies now hold #Bitcoin on their balance sheets, collectively controlling more than 1.16 million BTC, worth roughly $82 billion at recent market prices. Corporate BTC ownership remains highly concentrated, with one firm, Strategy, holding 738,731 BTC, representing 63.6% of all Bitcoin. $BTC is increasingly appearing in corporate treasury strategies as institutional infrastructure evolves.

Banks are quietly preparing for the next #Crypto compliance wave U.S. banking regulators confirmed that tokenized securities, traditional financial instruments represented on blockchain, should generally follow the same capital rules as their conventional counterparts. Clearer rules for tokenized securities may speed up institutional adoption. #Tokenization #UnitedStates

Analysts say large investors are increasingly locking up #Eth for yield rather than positioning to sell into market rallies. Roughly 3.4 million $ETH is waiting to enter Ethereum’s validator set, creating one of the longest staking queues since the network transitioned to proof-of-stake. Anecdotal industry feedback suggests major corporates and exchanges are driving much of the demand as they seek yield on large #crypto holdings. The backlog marks a sharp shift from late 2025, when the validator exit queue swelled to nearly 2.7 million ETH before steadily unwinding.

Tokenized gold assets have surpassed a $6 billion market cap, buoyed by increased accumulation from large holders seeking on-chain exposure to bullion. The trend highlights growing demand for regulated digital representations of precious metals as alternative stores of value amid macro uncertainty and capital rotation in #DigitalAssets markets 🪙 #GOLD #tokenisation

Ethereum has outlined a bold 10-year roadmap focused on scalability, sustainability, and broad ecosystem growth. Core priorities include parallelisation upgrades, enhanced consensus mechanisms, modular execution layers, and expanded tooling for developers and institutional integration. The strategy emphasises long-term utility, #DeFi and #RWA adoption as pillars of future network expansion. #Ethereum #ETHUSDT

JP Morgan says UAE is too rich to be an emerging market bloomberg.com/news/articles/…

Bitcoin fell below $65,000 on Sunday night as a mix of macroeconomic headlines hit already weak market confidence in risk assets. Nearly $360 million in #crypto long positions were liquidated in an hour, according to Coinglass’ heatmap based on available data. #Bitcoin

Following the tremendous success of RWA SUMMIT HONG KONG on 12-13 Feb 2026, we are excited to announce the next location! Join us for DUBAI RWA WEEK on 27 April - 1 May and RWA SUMMIT on 1 May 2026! @UveconVC is proud to co-host this event with RWALabs.ae, one of the leaders of #RWA tokenization market in UAE, thanks to @IrinaHeaver @JulietSu @Anton_Golub ! We are also proud to have @NewTribeCap , @neoslegal - UAE Crypto & Web3 Law Firm, and LynxCap Investments AG as strategic partners of the event. Check the latest updates on rwaweek.com

OpenAI and Paradigm are unveiling EVMbench, which will test the 'ability of #AIagents to detect, patch, and exploit high-severity #smartcontracts vulnerabilities.' Moonwell and CrossCurve both recently suffered smart contract-related attacks. #OpenAI #EVM

Bitcoin just absorbed $2.3 billion in realized losses, placing the current selloff among the most severe capitulation events on record 🔻 According to on-chain data, the magnitude rivals the stress seen during the 2021 leverage unwind and the 2022 FTX collapse. Historically, similar loss spikes have appeared near market inflection points 💹 #Bitcoin #Crypto $BTC

Ether is showing signs of underlying strength despite muted price action. Recent data shows $71 million in #ETF inflows, stable $13 billion in ETF AUM, and weekly #Ethereum DEX volumes doubling to $20 billion, highlighting rising institutional demand and on-chain activity. These metrics suggest $ETH may be building a foundation for a potential move toward the $2,400 level 🚀