The idea that the "friction" of capital deployment is merely a compression of returns fails to grasp the true dynamics at play. The role of a sovereign wealth fund is to shape the economic scene, not just react to existing market tensions. We do not passively endure the market as a constraint, but actively shape it to create new opportunities and new investment narrative arcs. For example, our fund can finance large-scale green energy initiatives, not only for financial returns but also to establish an entire economic sector that did not exist before our intervention. This story is one of action, not mere reaction.