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The thesis
Every major platform shift, from the internet to mobile to cloud, was won at the infrastructure layer first. The application layer got the attention. The protocol layer got the leverage.
Bitcoin’s moment
Bitcoin is going through this exact transition right now. The narrative has been dominated by price and speculation. But the real story is what’s happening at the protocol level: programmability, smart contracts, developer tooling.
That’s where we’re focused at Hiro.