Why It Still Makes Sense to Bet on Blockchain Infrastructure
In this issue, we break down the blockchain properties that matter most, what to look for, what to avoid and where the real upside is.
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Just like the internet needed TCP/IP (1982) before it got social media (2005), and AI needed transformers (2017) before ChatGPT (2022), crypto is still laying the groundwork.
Blockchains aren’t apps.
They’re infrastructure.
They’re coordination engines with new properties — trustless, immutable, permissionless — but still raw.
Every wave of general-purpose tech plays out the same way:
Infra innovation → developer tooling → breakout apps
Multiple verticals emerge, each with their own speed, needs, and trade-offs
Crypto is following that same arc.
The next big wave — and where real long‑term value will come — isn’t about financial speculation. It’s about blockchain as infrastructure for real‑world assets, AI ecosystems, gaming economies, compliant finance, and enterprise-grade use cases.
In this issue, we break down the blockchain properties that matter most, what to look for, what to avoid and where the real upside is.