npub1g0eujuzgy06srs3sdanaytzq8adsd78d4g4p5xqtlue3d3q3v2mq6pl966 Just read your tam piece with great interest. Curious about the thesis of investing in infrastructure because of bitcoin TAM. Is the infrastructure not likely to get commoditized? Looking at the internet infrastructure boom cited in the article: Many early internet infrastructure companies (routers, servers, fiber optics) faced brutal competition despite the internet's massive growth.