Everyone wants to be early, but few are because many wait for confirmation or the masses to make a decision. That’s the paradox of being early. Some of the most promising bets would be building infrastructure for issues that most of us do not yet know will even become relevant. $DMTR $PEAQ $SLC $AUKI NOX DEXTF GEOD SHX ZBCN VELO That’s what I’ve been keeping my eyes open for. Not just narratives that are already well established, but work done on agriculture, machine economy, artificial intelligence, spatial intelligence, environmental data, voice AI, infrastructure, asset management, privacy, post quantum, payments, and financial rails. The key issue is whether there’s already an infrastructure being built before the need for such infrastructure becomes clear. Once everyone catches the narrative, those who kept their eyes open beforehand won’t be early anymore.