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M31 Capital CEO Calls Frontier Tech Sovereign Assets

M31 Capital founder and CEO Nathan James Montone said in an X post titled “Spiritual Warfare” that AI compute, Bitcoin, biotechnology and related energy and defense systems are becoming sovereign-level asset classes whose direction is no longer set by markets alone. For investors, he said, that means fatter tail risk, sharper policy shocks and a structural premium for assets a single sovereign cannot seize, shut down or censor. He called the shift in tech discourse the “Sacralization Signal.”

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