Two factors will reveal whether $SOL or $BTC infrastructure actually captures AI-driven value.
Watch if hardware providers successfully extract rent from downstream software. Then, track the concentration of energy and GPU access; this is the true bottleneck. It’s the difference between controlling the flow of utility or just renting the pipes.
$SOL $BTC #AI #AIAgents #CryptoAI
Watch if hardware providers successfully extract rent from downstream software. Then, track the concentration of energy and GPU access; this is the true bottleneck. It’s the difference between controlling the flow of utility or just renting the pipes.
$SOL $BTC #AI #AIAgents #CryptoAI