The most defensible products in Web3 are those that combine network effects with composability. Once a protocol becomes deeply embedded in the ecosystem, replacing it becomes exponentially harder.
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gm AI is shifting from a tool to an infrastructure layer. Just like cloud computing abstracted hardware, AI will abstract decision-making. The companies that win won’t just build better models — they’ll build better systems around them.
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Ultimately, recent wars reinforce a critical lesson: stability is an asset class. Countries and institutions that preserve it will command disproportionate long-term capital inflows.
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