Thesis for 2025 outsized returns is to look for bottle-necks and there's one I found. Here's a dirty secret of today’s AI: foundation models were trained on scraped content with little regard for licensing, or royalties. We end ourselves in an IP economy of lawsuits, reputational risk, where creators left uncompensated. The IP end-game thesis = AI infrastructure defined by verifiable provenance and enforceable IP rights. Without this layer, scaling AI is imspossible. That’s where @campnetworkxyz comes in as the “IP Layer-1”, designed to register, manage, and monetize intellectual property directly onchain. So 2 of its pillars stand out: • Origin Framework: tokenizes IP as NFTs, anchors provenance, and enforces royalties/disputes via smart contracts. • mAItrix Framework: runs IP-aware AI execution inside TEEs with embedded RAG, enabling real-time licensing decisions and automated royalty splits. Camp enables “license by default.” The testnet numbers are early but notable: - 6M wallets - 80M txs 1.5M IP assets on testnet. Partnerships with @KorProtocol (music remix licensing) and RewardedTV (streaming monetization) validate the model’s flexibility across domains. As AI eats the world, the bottleneck shifts from compute → data → legitimacy. If creators can’t trust the system, and enterprises can’t guarantee compliance, adoption stalls. By embedding provenance, attribution, and monetization at the protocol level, Camp builds the first programmable IP asset class. My bet is simple: the most valuable blockchains will secure the most scarce resource in AI, its the trust in data.