crypto is currently the best r/r trade on the market in the scenario where agi does not immediately impact society at scale, capital will still flow on-chain as blockchain rails meaningfully reduce costs for b2b, b2c, & c2c, stablecoins are substantially more efficient, RWAs & tokenized stocks are a lot more composable & globally distributable than their existing tradfi counterparts, the TVL + TAM for the on-chain economy is still massive and the companies that enable the transfer of capital will benefit massively - it is also a nonconsensus trade because most believe crypto is primarily scams in the scenario where agi does impact society at scale, & agents are the primary parties moving capital at scale, blockchains are the most suitable infra for them to use instead of antiquated systems purposely built for humans, also SoVs like Bitcoin and Zcash will become even more important as the wealth creation from agi will be so vast that money will need to flow somewhere & in a digital-first world digital money makes a ton more sense the general public is also not able to invest in agi happening because of how broken the pathway for successful private companies to IPO is while investing in crypto is much more accessible to the general public