I think DePIN might play an increasingly important in America’s attempted industrial rebuild (and indeed industrial rebuilds elsewhere). For that, we’d need hyper-performant chains to enhance coordination to service capital-intensive industry, and this notably makes me think of Solana. Need coordination mechanisms that are fast and cheap and credibly neutral. Ethereum and its broader ecosystem might do well with DeFi, but not sure it has the tech specs to compete with a Solana and, perhaps, a SUI over the long term for functions beyond basic DeFI.

Please don’t hate me for posting this. 

I love you.