The value will accrue to money protocols. Ppl call this Fat Money thesis. I agree. But then they assume a narrow path on how crypto becomes money. Based on history of precious medals. Limiting. This isn't money. It's money wrapped in software. New. Gold wasn't programmable.
Replying to @RyanSAdams
The wrapper is new but people and their psychology is the same. These things are money first, software second. Software is the tray. Money is the food.
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