After SpaceX yesterday, I also recently saw actions in traditional finance 🏦 which made me feel that the decisions banks are making in 2026 are quite critical 👉 They are choosing which rails to use for settling tokenized deposits and assets over the next decade, because once they lock in the first-mover advantage due to high switching costs (system integration, regulatory review, counterparty networks) combined with strong network effects, it will create a compounding advantage.