Identity as Infrastructure: Why World ID and peaqOS Signal a New Verification Layer for the Machine Economy

What the market should ask next is not whether this integration is bullish. The market should ask whether it is load-bearing. Every infrastructure integration passes through a phase in which it is interesting and a phase in which it is functional. The interesting phase is over within days. The functional phase can take months and may never arrive. The correct position is to hold the integration in the early-concept category, monitor the on-chain evidence for progression, and update the assessment only when the ledger provides new information. That is the discipline that separates infrastructure analysis from event trading, and it is the discipline that this announcement rewards for those willing to wait for the data.