➥ Finance Is the Foundation, Not the Destination Calling crypto "too focused on finance" mistakes the scaffolding for the final building. Market exhaustion isn't failure. It's a hardware upgrade completing. Finance isn't waiting to be replaced. We're waiting for finance to finish building the rails that everything else depends on. Here's the thesis from @cdixon: ❶ The Atomic Unit of Value The internet revolutionized information. Blockchain is doing the same for value. Finance comes first because you need a strong, programmable system for transferring value before anything else works. It's not a phase. It's the foundation. ❷ Regulation as the Trust Layer Non-financial adoption hasn't stalled because of tech. It's stalled because of trust. "Read-write-own" failed when "own" got exploited. Laws like CLARITY Act don't just appease regulators. They standardize risk and create a "trust protocol." Big players can now build onchain without betting their reputation. Mass adoption needs boring and safe. ❸ The Real Game: AI Economy The next wave isn't about humans. It's about AI. Autonomous agents can't use traditional banking. They need crypto. DeFi and stablecoins become the currency layer for AI agents trading compute, data, and storage. Winners won't chase trends. They'll build the financial base for an AI-driven economy. twitter.com/Eli5defi/status/20...

it's gonna win eventually