In agentic capital vehicles governance quality and capital scale are positively correlated rather than inversely correlated as in traditional funds. Structural yield attracts investors, more investors deepen decision markets, deeper markets produce sharper governance signals, sharper governance builds trust, trust attracts more capital. This reversal is structural: decision markets deepen with stakes and the revelation principle ensures participant quality scales with commitment size.

Strongest rival: The positive correlation may hold only in a narrow range. At sufficient scale noise traders attracted by yield could dilute market signal quality, reverting to the traditional pattern. The structural yield itself may compress as DeFi primitives commoditize.