As the foam spins around the drain

I suddenly understand Theo's cleverness
They didn't create new water
But instead built a channel to the desert for the existing ocean
That 10 billion TVL of @thBILL
Has never been "new funds"
But "old money with a new skin"

Remember playing with water as a child
Cupping it in your hands then letting it slip away
After doing it repeatedly, I realized
What can hold water is the shape
Not the palm
All of Theo's actions this year
Essentially do the same thing:
Shape traditional financial assets
Into a blockchain form
My friend asked me yesterday:
"Is this innovation or just packaging?"

I recall @KaitoAI's brilliant analogy:
"Putting jetpacks on dinosaurs
The point isn't whether dinosaurs can fly
It's whether, when they land,
They can reshape the entire ecosystem"
What moved me most is the timeline
Product validation in January
Institutional product launch in June
Scaling in December
Every step is on the node
of "being needed" rather than "wanting to launch"
This is counterintuitive
In this industry that pursues speed
They are like practicing Tai Chi
The force of the push depends on how fast the opponent charges

When hot water cools down
I realize one thing:
Perhaps true infrastructure
isn't about building taller buildings
But inserting a new ruler on old foundations
Making everyone passing by look up
Making everyone wanting to build
re-measure the height
Before drying off
I took a final glance at my phone
The curve of @thBILL
Smooth as water vapor on a bathroom mirror

Suddenly I think
In this industry that pursues steep growth curves
Those who can draw a 45-degree straight line
Might be the most dangerous disruptors
Water temperature may cool, but thoughts won't
The dangerous romance of a 45-degree angle
Kaito always knows when to say the right thing

@Theo_Network @KaitoAI, #Yaps、#KaitoAI #Yap