⚔️ War & Conflict Jul 28, 2026 · Ryan Simons

The Sovereign AI Tokenomics Trap

The Cipher Brief
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The Sovereign AI Tokenomics Trap
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For US allies, the combination of geopolitics, ever-expanding risk surface and an unsustainable dependence on hyperscale cloud providers has created significant excitement about the potential value of AI data centers and sovereign digital infrastructure. Many of those nations and critical infrastructure owners are now starting to realize that the token, not the data centre, is the atomic unit of AI value. Whoever prices the token actually controls the economics and value creation of every AI-dep

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