🔎 THE WEEKLY SIFT THE NEW ECONOMICS OF CONTROL This week revealed an important shift across the exponential economy. Technological capability is expanding. But the infrastructure required to turn capability into economic value is becoming increasingly important. THE MOST IMPORTANT SIGNAL SpaceX agreed to acquire approximately $8 billion in wireless spectrum, positioning Starlink Mobile to compete more directly with traditional telecommunications companies. THE MOST UNDERPRICED TREND Traditional finance is becoming programmable. OKX and NYSE parent ICE filed to establish continuous trading in tokenized US stocks, while Securitize announced blockchain based securities backed by actual shares. THE MOST OVERHYPED STORY AI infrastructure valuations. Nvidia backed Firmus abandoned a proposed $5 billion IPO after investors questioned its roughly $30 billion valuation. THE MOST IMPORTANT CAPITAL FLOW Biohub expanded its Virtual Biology Initiative into a $1.8 billion coordinated eff...