Scenarios

Long-form scenario analysis. These are possible futures, not predictions. Nothing here is financial advice.

Scenario 3 // 25 Mar, 2026

The Wire

A long-form scenario on the multi-chain wire layer connecting AI agents, stablecoins, and institutional capital markets.

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Scenario 2 // 25 Mar, 2026

The Red Stack

A long-form scenario on China's integrated AI, robotics, financial, and governance stack - and how it scales globally through infrastructure.

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Scenario 1 // 6 Mar, 2026

The Convergence

A long-form scenario on labor compression, AI concentration, stablecoin redistribution rails, autonomous agents, AR class divide, robotics scale, and the social contract that follows.

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