This week's roundup covers the massive capital migration from software into AI-driven physical infrastructure and the growing risks of maritime chokepoint weaponization. We also analyze the widening 'Velocity Gap' between real-time DeFi transactions and lagging regulatory frameworks, alongside the fragmentation of global financial oversight.

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0:00 - Introduction
1:36 - The Great Re-Physicalization: Shifting Capital from Software to Power and Infrastructure
7:39 - Weaponization of Maritime Chokepoints and the Erosion of Global Energy Security
15:10 - The Velocity Gap: Real-Time Transactional Speed Outpacing Regulatory and Valuation Oversight
20:58 - Fragmentation of Financial Oversight via Private Credit Expansion and De-supervision
26:14 - Conclusion