Tokenized Rails and AI Compute

The idea

I believe the next few years bring real-world assets, stablecoin payments, and eventually AI agents transacting on-chain, with traditional finance leaning on blockchains as a settlement layer, so instead of buying more coins I own the toll collectors: exchanges, stablecoin issuers, custodians, the banks and card networks bridging in, and the asset managers already tokenizing funds. Alongside that sits a compute slice for the chips and data center gear all of this runs on. It is concentrated by design given the near-term timeline, with a small cash reserve kept aside to add on dips.