GM Builders The AI race just changed. Not because someone built a smarter model. Because someone made frontier AI cheaper. China’s @Kimi_Moonshot is forcing the market to ask a question Silicon Valley hoped to avoid: What happens when intelligence becomes a commodity? When the best models are no longer scarce, value moves elsewhere. It moves to: • Identity • Payments • Trust • Distribution • Ownership • Infrastructure That’s where crypto enters the conversation. AI may generate intelligence. But it still needs an economic system to own assets, settle transactions, coordinate with other agents and exchange value autonomously. The next AI winner may not be the company with the smartest model. It may be the one that owns the rails powering the AI economy. That’s the shift I’m watching. #AI #Crypto