aaron8819 on Nostr: The capital has to flow somewhere….. The reorg around deflationary tech is ...
The capital has to flow somewhere…..
The reorg around deflationary tech is underway. Regulations and cap ex capacity aren’t moats when competitors outside your jurisdiction can build and release the same product for 97% cheaper making it available to everyone all at once for free. All the previous valuation models for tech/AI are broken. True digital scarcity is a problem only Bitcoin has solved.
……Tradfi is still figuring this out.
The reorg around deflationary tech is underway. Regulations and cap ex capacity aren’t moats when competitors outside your jurisdiction can build and release the same product for 97% cheaper making it available to everyone all at once for free. All the previous valuation models for tech/AI are broken. True digital scarcity is a problem only Bitcoin has solved.
……Tradfi is still figuring this out.