Just back from Paris 🇫🇷 after two great days with the @UNDP team and the Blockchain Advisory Group. One perspective I shared: while token ledgers have driven the first wave of blockchain use cases, the real impact of the technology for public good will come from compute. The combination of sovereign cloud infrastructure and AI is where things become transformative. AI is becoming both the most powerful builder and the most capable attacker. At the same time, critical digital infrastructure is often dependent on foreign providers, with growing concerns around control, resilience, and data sovereignty. Cloud Engines address this directly by enabling tamperproof, always-on, sovereign environments where AI can build and operate software. This is already taking shape with forward-looking governments like Pakistan @digitalauthpk and upcoming offering from the @swisssubnet Cloud Engines. For governments, NGOs, and enterprises, this is not just an upgrade. It is a new foundation to secure an important lifeline of modern economies: compute. Appreciation to the @UNDP_AltFinLab for convening and driving these important discussions at the intersection of governments, NGOs, and technology companies. Looking forward to strengthening the collaboration with the UNDP team as well as contributing to the Advisory Group. Stay tuned!

Then it’s time to revisit the tech you love 🫶 Adoption follows utility, not ideology and narratives and that’s what has changed. 1) Magnitude shift in builders With Caffeine AI, we saw ~10× more people building and deploying on ICP in a few weeks than the entire existing global web3 developer base 2) Demand beyond crypto National subnets are launching (see @SwissSubnet ), driven by governments and institutions that need sovereign cloud guarantees and not tokens. 3) Real production usage ICP is now processing tens of millions of transactions per day for real applications, not benchmarks. Adoption doesn’t come from convincing people to love crypto. It comes from solving problems others cannot.