The next truly scarce resource in the coming wave might not be AI. Instead, it could be: the things that make AI run. Chips, memory, computing power, electricity, data centers. Interestingly, a lot of the infrastructure built by Crypto over the past decade has already been addressing: Computing power, energy, and global value networks. That’s why I increasingly feel: AI × Crypto × U.S. stocks won’t be three completely independent tracks in the future. AI reshapes productivity. Crypto reconstructs value networks. U.S. stocks represent the most innovative companies. What’s truly worth watching is where they start to intersect. Hot trends can be chased for a day. Infrastructure, I’m willing to watch for ten years. $BTC $ETH $NVDA Just my personal opinion, not financial advice.