The Fastest Layer Isn't the Most Valuable. AI + Web3 is being valued on innovation speed.

21 Feb 2026, 16:00

The Fastest Layer Isn’t the Most Valuable! AI + Web3 is being valued on innovation speed. But value doesn’t accrue to the fastest layer. It accrues to the constrained layer. Throughput, execution bandwidth, settlement finality, compute access. Those are bottlenecks. Bottlenecks set pricing power. Innovation attracts attention. Constraints capture margin.