This could be one of the most compelling market narratives we've seen. Picture it: $SPSC hits a $10 billion valuation, and suddenly the entire landscape shifts. When a project achieves that scale, it validates not just the token economics but the whole ecosystem behind it. The industry insiders who've been building through cycles get their moment. That kind of milestone sparks real conversation—the kind worth documenting. Sometimes a single thesis captures what everyone's been thinking but couldn't quite articulate. This might be that thread.