People Spend a lot of time talking about information in crypto.
But I Literally think what happens when everyone reaches the same conclusion?
Markets are supposed to reward discovery.
Find something early. Understand it before others do. Position accordingly. For a long time, that felt like the edge. The person with better information usually had an advantage.
But as information spreads faster, discovery starts becoming less important than coordination.
The challenge is no longer finding opportunities. The challenge is deciding where capital goes once those opportunities become visible.
That's one reason I've been looking at @Bedrock differently, especially with the direction behind Bedrock 2.0.
A lot of BTCFi discussion focuses on creating more places for Bitcoin to go. New vaults. New strategies. new ways to put BTC to work. And that's important because Bitcoin has more productive Destinations today than ever before.
What interests me more is what happens after those destinations are discovered.
Because the moment enough capital starts following the same signals, allocation begins to matter as much as discovery itself. Everything looks efficient while capital is spreading across different directions. The real test starts when it begins gathering in the same ones.
For years, the industry focused on helping Bitcoin find more destinations.
The next challenge may be helping Bitcoin move between them.