You can run Qwen on your own hardware paid for in yuan, or rent capacity from a non-U.S. cloud provider paid in local currency, or self-host a distilled DeepSeek variant on a consumer GPU. The inference layer, which is Ross’s Groq domain, is precisely the layer most susceptible to commoditization and currency fragmentation. You can’t build a fifty-year currency regime on an asset whose competitive dynamics resemble smartphones more than crude oil.