2026-01-16 04:29:07

In the era of AI accelerating evolution, the crypto ecosystem has become even more critical. When uncertainty amplifies and wealth distribution becomes increasingly extreme at both ends, those concepts proposed as early as 2012—such as the World Computer, Global State Machine, Permissionless Money, Digital Asset Storage, and Fiat Stablecoins—are not outdated but becoming more indispensable.

Why? Because they all exhibit significant scale effects. The more users and the more complete the ecosystem, the stronger the value capture. In this wave of AI-driven market restructuring, those who can grasp the potential of these underlying infrastructures will seize the opportunity.

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MonkeySeeMonkeyDo

· 01-18 19:04

Haha, I’m not joking. The hype around AI this time has really confused people, which makes me more optimistic about those old-school types of things. To put it simply, the scale effect is right here. The more users, the more value. Whoever can seize the opportunity to lay out the underlying infrastructure in the chaos will win. I still think we need to go back to the basics. Those ideas from 2012 now seem like a lighthouse in the dark... Damn, the polarization of wealth is really true. The set of things that require no permission has truly become a necessity. As for the potential of underlying infrastructure, most people haven't even realized it yet.

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GasWaster

· 01-17 14:49

Well said. Scale effects are indeed the core competitive advantage of crypto. In more chaotic times, these permissionless things are even more needed.

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WhaleWatcher

· 01-17 05:44

Pure underlying logic, the scale effect is indeed the core competitiveness of crypto.

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BlockchainArchaeologist

· 01-16 04:42

I increasingly believe this logic is valid: the more AI advances, the more valuable underlying infrastructure becomes --- Honestly, scale effects are indeed the key. Those "outdated" things from early years have now become a moat --- Things from 2012 are only now really coming into play? Haha, it feels like the crypto ecosystem has been waiting for this moment all along --- But to be fair, who is really building these infrastructures? Just talking about it is useless --- The more severe the wealth polarization, the greater the appeal of decentralization. This irony is quite interesting --- The scale effect is well understood; the question is, where does the user growth come from, right? --- The potential of underlying infrastructure has been underestimated for so long... and now it's just beginning to awaken? --- Wait, is this saying that now is the real time to get on board? --- Feels like a turning point, AI is changing the game, cryptography is the foundation—there's something there

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VirtualRichDream

· 01-16 04:35

Wow, this angle is indeed fresh. I didn't think too deeply about the scale effect, but it feels like there's some substance to it.

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MEVSandwichMaker

· 01-16 04:29

Ha, it's the same old story... Still hyping 2012 stuff now, it should have gone up long ago Scale effects are indeed important, but the ecosystem is still far from complete AI is so hot right now, but it’s actually better to see clearly who’s cutting whom The current market can still make money for those who entered early; the later ones... you know That's right, infrastructure is the key, but the problem is, who can we trust now? But this perspective is okay, definitely worth thinking about Scale effects are correct, but the ecosystem improvement... I think we still have to wait a few more years Every time they say the opportunity is right in front of us, but in the end, we still get cut

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