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Openai/69401093-f800-800a-94fc-a5d69db9f764
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==== - 戦略の核は「国外から外貨を回収する」 ==== * 手段として、希少資産・観光基盤・重要物資など“供給制約のあるもの”を押さえ、AIで探索・鑑定・運用を加速する * ただし詰むのは「大災害×保険不確実性」なので、保険に全賭けせず、分散保管・複数引受・再保険・パラメトリック・準備金・国の上限付きバックストップで多層化する * 不動産も同様に「土地を売らず、運営権・開発権・収益権で外貨を回収」へ設計転換する * 上場企業の短期P/Lに載せると歪むため、長期ビークルを国×民間で作り、外部監査と統制を契約で固定する
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