Education Used To Decide Who Wins, Now AI Does

22 Oct 2026 · 1 min

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In this monologue, Alexander Lorenzo references Ray Dalio’s extensive study on economic indicators that determine whether a nation’s reserve currency thrives or collapses. Dalio concludes that the primary driver of long‑term dominance is a nation’s investment in education, which concentrates intelligence and yields higher‑quality decisions. Lorenzo extends this insight to the present era, arguing that the leading indicator has shifted from education to the ability to harness powerful AI within a token‑based economy. He likens large research teams focusing on a single decision to AI‑driven collectives, suggesting that the concentration of AI‑generated intelligence will produce superior outcomes. Lorenzo applies this framework to cryptocurrency, positing that the entities that can extract the most value per trade—by leveraging AI—will dominate this new economic dimension, marking a novel, previously unseen axis of competition.

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So there's this book by Ray Dalio. It talks about the leading economic indicators of a society collapsing versus prospering when it comes to the world reserve currency. So essentially, he just did this, one of the most insane economic studies I've ever seen in my life. And he found that simply the country that invests more in their education will eventually dominate. I can have a research team of 200 people all trying to make one decision. And because there's so much intelligence pointed at that one decision, the decision should be a higher quality decision, correct? And so that's essentially what's happening with AI specifically. It's this token economy to where that is being— it's like that's the leading indicator right now. The leading indicator is not necessarily education anymore. It's switching over to who can harness the most powerful AI and use that to extract value out of current reality. In the case of cryptocurrency, who can make the most money per trade? And so when you start thinking in that context, it's just another dimension we haven't experienced before.