There is a category distinction in technology that almost nobody talks about clearly.

Some products need you to choose them. Every cycle, every decision point is another moment where you could choose something else.
The product has to keep earning your preference. The moment a better option appears, the switching cost is low enough that people just move.
Infrastructure is different. Infrastructure does not earn your preference. It earns your dependence. And dependence is a completely different relationship. 🏛️
When a government builds its national identity system on a foundation, that foundation does not get replaced because sentiment shifted. The switching cost is not a spreadsheet calculation — it is a years-long migration with real consequences for real citizens if anything breaks during the transition.

Those are not adoption numbers. Those are dependence numbers.
Projects that need adoption have to keep earning it. Infrastructure that earns dependence operates on a completely different timeline.
That is the bet $SIGN is making. And so far the evidence suggests it is not a bad one. 👀