AI is deflating the value of every digital good toward zero & every knowledge work moat is eroding.
Meanwhile, nation states are transitioning to a mercantilist-imperialist model: stockpiling commodities, securing energy, & acquiring (farm)land.
As a capital allocator, the logical path is to adopt the neo-mercantilist model as well, that is:
Own the physical.
You simply can’t prompt engineer a harvest.

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South Korea's crackdown on virtual asset crime has officially extended from centralized exchanges (CEXs) to decentralized exchanges (DEXs). For the first time, South Korean prosecutors have initiated investigations into decentralized exchanges under the Virtual Asset User Protection Act…
The article, titled "South Korea Makes First Arrest | _2024111120230_ | Rug Pull Mastermind! CATFI Soars a Thousandfold, 6,000 People BlockTempo and Go to Zero," was originally published on BlockTempo, the most influential blockchain ABMedia media.

South Korea makes its first arrest | _2024111120230_ | Rug Pull mastermind behind cryptocurrency issuance! CATFI surges a thousandfold, 6,000 people who bought in end up with nothing.

An unknown trader’s $1.3 billion sale of shares in BlackRock’s Bitcoin exchange-traded fund on Tuesday has coincided with a steep fall in the price of Bitcoin immediately after the sale, according to ...

Bitcoin’s recent drop coincides with $1.3B ‘dark pool’ ETF sale: Analyst

Micron Technology, a chip giant, has surpassed a total market capitalization of $1 trillion. It has weathered multiple rounds of industry reshuffling by controlling manufacturing costs. Currently, it faces a new round of cyclical competition in the high-end HBM track, the mid-to-low-end market, and the adjustment of its core market in China.