My thesis written by Gemini:
The US energy pivot to net exporter (+1.8M bbl/d) is a deliberate geopolitical trap to break the GCC.
Step 1: Secure Western supply chains via the de facto takeover of Venezuela's oil infrastructure.
Step 2: Back Israel to keep the Middle East structurally fractured and destabilized.
The Result: With oil pricing power destroyed, the GCC is forced to recycle its remaining wealth into US Tech (MGX's $100B, PIF's $45B) just to survive. They are locked in a financial prisoner’s dilemma, forced to fund Silicon Valley's hegemony.
A lot of crypto startups are going to fail because the addition of blockchain doesn't actually add value to the business. Everyone is just trying to look cool for frog pepes on twitter rather than asking if the market actually needs your product with incentivized yield mechanics.
