돌비콩의 투자정복
12 0
Ethereum gains advantage as modular design turns layers into markets
Ethereum’s moat: modular design turns each layer into a market
Ethereum separates execution, settlement, data availability, and consensus. Any...
8 3
ARK인베스트는 OUSD가 수익배분에도 당분간 USDT의 유동성 해자 못 넘는다고 본다
ARK Invest: OUSD won’t displace USDT
Open USD draws 150 companies. ARK says USDT keeps the moat.
- 150 firms back OUSD. Moats aren’t...
9 1
AI 생산 시대가 컴퓨트 소유권을 핵심 자산으로 만들고 시장은 크립토 인프라를 재평가한다
AI 2040: Compute ownership becomes the choke point. Crypto re-rated as ownership and payout rails.
US and China pause the superintelligence race,...
12 3
Gavin Baker recommends AI investments in power, semiconductors, wafer capacity
Gavin Baker: The AI bubble debate is asking the wrong question
The issue isn’t valuations. It’s whether semiconductor investment has outrun...
