What I follow is the convergence of AI and crypto. AI compute itself is being financialized and beginning to be absorbed into on-chain finance. The compute capacity produced by GPUs and AI factories is increasingly recognized as a productive economic asset that generates revenue, and enormous amounts of capital are starting to flow toward it. If those assets and their future cash flows ultimately move on-chain through RWAs and tokenization, an entirely new capital-market structure could emerge. AI Compute → Financialization → Tokenization → On-chain Finance In other words, vast pools of capital may eventually be incorporated on-chain as tokenized financial assets. So AI and blockchain are not developing as separate industries. They are beginning to fuse into a single structure: AI creates new economic activity, and on-chain finance connects that activity to global capital markets. And that process is already underway. NVIDIA is, in effect, trying to turn AI compute into an investable asset class. It is building a financial platform with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, aiming to mobilize more than $500 billion in third-party capital over the long term. This is not merely a story about “AI meeting crypto.” It is the beginning of a new economic architecture.