According to Casey Lau, the competitive advantage or 'moat' in the new AI era will not come from marginally better algorithms, superior datasets, or improved infrastructure alone (source: Casey Lau, Twitter, June 2, 2025). For cryptocurrency traders, this insight suggests that traditional barriers to entry are weakening, potentially leading to increased competition and rapid innovation among AI-driven crypto trading platforms. Traders should monitor unique value propositions such as proprietary user networks, regulatory compliance, or ecosystem integration, as these factors may drive long-term differentiation and impact token valuations in the AI crypto sector.