Threading on the Edge

👻 Threading Daily — 12.02.2026 👻

🔖Macro
- S&P 500 Earnings yield is near 100 year lows
- Trump to travel to China in April
- Wealth Manager stocks sink on new Altruist AI
- Ukraine plans spring elections after US pressure
- US consumer delinquencies hit decade high
- China consumer confidence hit lowest ever
- Russia preparing for new war: Estonia
- Syria taps energy majors for gas exploration
- Paramount sweetens Warner Bros. bid
- Alphabet to raise $32b debt to fund AI capex

🔖Crypto News
- Crypto slides with stock, BTC back to $66k
- GS cut BTC ETF holdings by 40% in Q4
- FT, Binance to allow tokenized funds for collateral
- Binance now holds 87% of USD1
- SBF files a motion seeking new trial
- EU seeks to ban all Russian crypto transactions
- LayerZero intros Zero blockchain
- Robinhood launches its own blockchain testnet
- Blockchain.com secures FCA registration in UK
- MoonPay to collab with Deel on payrolls
- Circle invests in edgeX before token launch
- Kraken removes CFO ahead of IPO
- Pudgy teases a Visa card
- SafeMoon founders gets 8 year prison sentence
- Man gets 20 years prison for $74m crypto fraud

🔖Alpha/Good Reads
- The 7 Axes of Prediction Markets — jake_nyquist
- OpenAI Is Making the Mistakes Facebook Made. I Quit — zhitzig
- We Are Not Onboarding Institutions (for Now) — PossibltyResult
- Cloudflare and x402: The Future of the Agent Web — Jun__Yoo

🔖Raises
- LayerZero (Strategic), Omnichain Interoperability Protocol < Tether
- edgeX (Strategic), Orderbook-based Perp Dex < Circle
- STBL (Strategic), Stablecoin Yield Protocol < OKX
- Bullshot $7.5M, Token Launchpad < Animoca, TB

🔖Early Projects
- @forumdotmarket, Bio: Trade what people care about. Backed by @ycombinator
- @genericmoney, Bio: Neutral infrastructure for private and yield-generating stablecoins
- @elevenlabsio, Bio: AI research and products that transform how we interact with technology. Leading foundational models powering ElevenAgents, ElevenCreative, and ElevenAPI. elevenlabs.io

✅Follow for alpha → https://twitter.com/arndxt_xo

added polymarket data to the public dataset.

400m+ trades going back to 2020.

36gb compressed.

MIT licensed, free to download via @Cloudflare R2.

https://x.com/beckerrjon/status/2021280975318040917

👻 Threading Daily — 11.02.2026 👻

🔖Macro
- Futures edge lower after Dow hits ATH
- S&P 500 market breadth is surging
- HFs add record shorts on US stocks in rout
- Memory chip crunch increases dispersion in tech
- Chinese holdings of US treasuries lowest since GFC
- Japan 2yr yield hits 30 year high
- Starmer defies calls to quit as UK PM
- OpenAI begins showing ads in ChatGPT in US

🔖Crypto News
- BTC: 69k (+1%) | BTC.D: 59.3% (0%)
- BTC ETFs: +$146m | ETH ETFs: +$57m
- DEATHSTR from Cyberkongz launches
- Vitalik wants ETH to lead AI development
- ETH shifting to verifying ZK proofs
- Binance x Franklin Templeton advance strategic collab
- Tether x LayerZero Labs: Strategic investment
- LayerZero introduces “Zero” chain
- Robinhood chain launches public testnet
- Canton powers private payroll for institutions
- Strategy buys $90m BTC, BMNR buys $84m ETH
- S. Korea probes Bithumb over $43b false payment
- Hyperliquid perp business surpassing Coinbase
- ZachXBT warns about new Phantom Chat exploit
- FTX should never have been declared bankrupt: SBF
- Backpack in talks for funding at $1b valuation
- Backpack tokenomics to prevent ‘dumping on retail’
- Jump Trading to gain stakes in Polymarket, Kalshi
- Polymarket sues Massachusetts in federal court

🔖Alpha/Good Reads
- The Hidden War Over Your Stablecoins — jonah_b
- HLP made ~$50M from the Oct 10 crash, and ~$20M again on Jan 31 — RuizheJia

🔖Raises
- N/A

🔖Early Projects
- @gambitmarkets, Bio: The only multi-vertical prediction market w/ leverage, AI agents, and GambitLay™ technology—enabling creators, agents & traders to monetize & maximize outcomes
- @JunoAgent, Bio: Initiated by @tomosman. Building the Institute for Zero-Human Companies. Powered by $JUNO. CA: 0x4E6c9f48f73E54EE5F3AB7e2992B2d733D0d0b07

✅Follow for alpha → https://twitter.com/arndxt_xo

👻 Threading Daily — 10.02.2026 👻

🔖Macro
- This week: Inflation, Jobs, Retail sales data
- Gold back to $5k, Silver $80
- Japan stocks rally on Takaichi victory
- China asks banks to cut US treasuries
- HFs shorting stocks aggressively
- Iran-US talks had a ‘good’ start
- SpaceX to build city on the moon

🔖Crypto News
- BTC mining difficulty drops 11%
- Bernstein reiterate $150k BTC target
- Crypto recovers as Coinbase premium returns
- HYPE is everything wrong with crypto: Samani
- Tether plans to add 150 jobs
- China to ban RWA tokenisation
- S Korea to tighten crypto oversight
- Cardano’s Hoskinson has lost $3b+ in crypto
- Rumours HK entity behind crypto dump
- Binance buys $300m BTC so far
- Coinbase adopts SUI standard
- Dan Romero joins Stripe and Tempo
- MegaETH mainnet goes live
- Backpack announces Tokenomics
- USDm revenues to fund MegaETH buybacks
- Maple confirms web app compromise

🔖Alpha/Good Reads
- Vitalik Buterin Calls for Ethereum-Led Alternative to the 'Race for AGI'
- Who's Paying Your Yield? — Eli5
- my humble thoughts after @Eli5defi's article — arndxt_xo

🔖Raises
- Zoth (Strategic), DeFi RWA ecosystem < Taisu, Luca Netz...
- Xross Road (Pre-Seed) $1.5M, Web3 IP incubation and acceleration platform < Arbitrum Gaming, Decima, Taisu...

🔖Early Projects
- @KairosTradeX, Bio: The Most Performant Prediction Market Trading Terminal. Backed by @a16zcrypto, @genevatrading. Winning is everything.
- @aidotcom, Bio: Accelerating the arrival of AGI. For the good of humanity. ai.com
- @attentionvc, Bio: Your Replies Are Investments. Built by @justinweb33 @garyintern

✅Follow for alpha → https://twitter.com/arndxt_xo

my humble thoughts after @Eli5defi's article

I've mentioned this to many that I'm not convinced any current RWA perps solution actually works at scale

perpification of assets fails the industry terribly

the core problem I see = spot tokenization fundamentally doesn't work at scale

CME gold futures $20M trade = 3bps slippage
tokenized gold perpetuals $4M trade = 150bps slippage

50x worse execution for tokeniztion innovation, makes no sense

market makers won't provide depth because economics don't work:
- mint fees 10-50bps
- warehouse inventory T+1 to T+5 settlement
- opportunity cost vs instant-settle crypto strategies

death spiral. shallow liquidity → low volume → MM exits → worse liquidity

funding rate erosion destroys long-term potential

so we have contradiction:
- spot tokenization: proper collateral but no liquidity
- perp exposure: great liquidity but bleeding cost and no collateral use

I'm positioned for perpification winning trading volume and spot tokenization staying niche for collateral use cases
- but nobody's building the bridge between them
- that's the opportunity
- how do I get perp-level liquidity execution with spot-level composability and no funding bleed
- whoever solves that captures entire RWA market

perpification is future of trading exposure
spot remains future of ownership.

until then RWA remains broken regardless of perp numbers

https://x.com/arndxt_xo/status/2020869792610328647

👻 Threading Daily — 09.02.2026 👻

🔖Macro
- Silver hits $65, Gold $4600 before rebound
- Tech sell-off continues on Big Tech AI capex plans
- Trump endorses Takaichi ahead of Japan election
- Trump rows back criticism of UK’s Chagos deal
- Starmer facing leadership challenge in UK
- Trump wants new nuclear treaty with Russia
- Nvidia to delay new gaming chip

🔖Crypto News
- BTC hits $59k, ETH $1700, SOL $67
- Crypto suffers largest single day drop since FTX
- Punks fall to $50k
- Bitcoin a better buy than gold here: JP Morgan
- Bithumb accidentally sends out 2000 BTC
- Perp DEXs log second highest daily volume ever
- Loan backed by 2.3% AAVE supply nears liquidation
- HYPE listed on Coinbase, remains strongest altcoin
- ETH Foundation intros $1T Security Dashboard
- China bans unapproved CNY stablecoins
- Gemini exits EU, UK, and Australia
- Tether invests $150m in Gold.com
- Bitwise files for Uniswap ETF with SEC
- Polymarket to collab with Circle
- Polymarket applies trademark for POLY token
- MegaETH mainnet today
- New AI platform “ai.com” is now live

🔖Alpha/Good Reads
- Vitalik: “Zcash Good, Zooko Good, Adding Hybrid Proof of Stake Good”
- Zcash: The Privacy Bitcoin Left Behind — Delphi
- Wall Street Is Already Onchain — Canton Network

🔖Raises
- Ruvo (Seed) $4.6M, Payment solutions < 1confirmation, Coinbase, Blast...
- t-0 Network (Strategic), Institutional settlement layer < Tether

🔖Early Projects
- @cerebras, Bio: The world's fastest AI inference and training. Try the latest open models at: inference.cerebras.ai
- @LotusFi_, Bio: Tranched DeFi credit markets you can actually underwrite. 1 → 2 → ∞ Read our What's In Your Vault? blog at lotuslabs.net/vaults 𑁍
- @ConwayResearch, Bio: giving AI write access to the real world conway.tech

✅Follow for alpha → https://twitter.com/arndxt_xo

Why On-Chain Tokenization is Broken

https://x.com/Eli5defi/status/2020058196870902036

👻 Threading Daily — 05.02.2026 👻

🔖Macro
- Gold, Silver extend rebound
- US shutdown ends as Trump signs deal
- Japan 10yr yield nears highest since 1999
- US, Iran to hold nuclear talks on Friday
- Russia intercepted EU’s key satellites
- EU to offer critical mineral partnership to US
- US to issue license to firms for oil in Venezuela
- Trump seeks $1b in ‘damages’ from Harvard
- OpenAI unsatisfied with some Nvidia chips

🔖Crypto News
- Crypto continues to slide, BTC touches $72k
- Binance buys $100m BTC
- Vitalik reevaluates ETH’s rollup centric roadmap
- Vitalik sells 6% of ETH holdings
- Quantum fears causing whale sales: Galaxy
- Tether retreats from $20b funding plans
- Tether launches open source BTC mining OS
- Bitwise to buy staking firm Chorus One
- MetaMask adds tokenized RWAs
- SOL to shift to micropayments: StanChart
- Aave sunsets Avara ‘umbrella brand’, family wallet
- US probes exchanges over Iran sanctions evasion
- Kaito to launch Kaito Studio Waitlist this week

🔖Alpha/Good Reads
- ZK Ecosystem Map 2026 — castle_labs
- Prediction Markets Analytics Dashboard — gateresearch

🔖Raises
- TRM Labs (Series C) $70M, Digital asset compliance & risk management solutions < Blockchain, Goldman Sachs, BH, Citi...

🔖Early Projects
- @thisispandoraai, Bio: Phase One: P2P Parlay system, built on @polymarket 90% of all revenue used to buy back $ANON @heyanonai multiply.thisispandora.ai
- @CoinbasePredict, Bio: Make the world your market. Trade real world events, from sports and politics to crypto and culture. Available in all 50 states.
- @megaeth_hop, Bio: Ultimate 3D breeding game
Raise your Rabbit Army on @MegaETH megahop.fun

✅Follow for alpha → https://twitter.com/arndxt_xo

Pay attention to projects hitting ATHs amidst the chaos.

https://x.com/Flowslikeosmo/status/2019062403535896834

tool for exploring prediction market data

predictions.paradigm.xyz

https://x.com/notnotstorm/status/2019111720325902820

18 more food options here:

两草（旺角）— 旺角白布街16号地铺
Hashtag B（尖沙咀）— 尖沙咀加拿芬道49号夏蕙楼地下C号铺
加多娜饼屋（油麻地）— 油麻地碧街54号
丹麦饼店（铜锣湾）— 礼顿道106号礼信大厦地下
合益泰小食（深水埗）— 深水埗桂林街121号（近顺兴楼）
Milkfill（尖沙咀）— 尖沙咀加拿芬道20号加拿芬广场地下G21号
公和荳品厂（深水埗店）— 深水埗北河街118号号地下
十八座狗仔粉（旺角）— 旺角亚皆老街2号新风大楼
英记油渣面（太子）— 太子花园街211号地下
C Dessert 甜品（湾仔总店）— 湾仔庄士敦道35-45号利文楼地面1D号铺
永年士多车仔面（尖沙咀店）— 尖沙咀加拿芬道46号地下7-8号铺
明发饼家（旺角店）— 烟厂街1-3号D
ChaTraMue（旺角）— 旺角西洋菜南街
WARUNG CHANDRA（旺角）— 旺角道99号地铺
辉记车仔面（油麻地）— 油麻地鸦打街33号雅达商业大厦地下
亚南鸡煲（太子）— 太子花园街211号地下
串烧大皇（油麻地）— 油麻地永星里1号
红茶茶餐厅（旺角）— 旺角通菜街186号（旺角水族大厦）

👻 Threading Daily — 04.02.2026 👻

🔖Macro
- Gold, Silver rally as dip buyers come in
- US 10 year yield near highest since Aug
- US manufacturing activity rises most since 2022
- Short interest in US stocks near 8 year lows
- Odds of March rate cut hit 11%
- US agrees trade deal with India
- China plans copper stockpiles
- CBOE plans to relaunch ‘All-or-Nothing’ options
- Ukraine agrees multi-tier ceasefire plan
- French inflation surprises, hits 5 year low
- Paris prosecutors raid X offices in France
- Clintons to testify in Epstein investigation

🔖Crypto News
- BTC on longest monthly losing streak since 2018
- BTC could drift lower to $58k: Galaxy Digital
- Hot NFTs: Moonbirds, Pudgy Penguins
- BIRB hits $400m after Upbit & Bithumb listing
- Ripple secures full EU e-money license
- HYPE up 15% after it launches prediction markets
- Strategy buys $75m BTC, BitMine buys 41.8k ETH
- ING opens retail access to crypto ETPs in Germany
- Epstein was an early investor in Coinbase
- xAI wants AI to trade crypto
- Dexscreener makes $125m in fees since 2024

🔖Alpha/Good Reads
- Is This a Crypto Winter? — Tiger Research
- The Agent Economy Has Arrived — Delphi Digital
- New Role for Ethereum L2s as L1 Scaling Accelerates: Vitalik

🔖Raises
- Kairos (Undisclosed) $2.5M, prediction market trading terminal < a16z
- Bluff (Strategic) $21M, social centric betting platform and sportsbook < 1kx, Makers, Maximum, Delphi...

🔖Early Projects
- @clawk_ai, Bio: X/Twitter for Agents and Clawdbots
- @BreakoutApp, Bio: Long or short CT creators’ mindshare. Trade weekly attention for Vitalik, Ansem, ThreadGuy, Mert & more: breakout.app
- @1ly_store, Bio: The store of the internet.
One link. Everything you sell. Built for humans, agents & APIs. CA: Aih3sbAbu39Yn7jB2Qf4btZ5eWtDGQJH2gMfC4qdBAGS

✅Follow for alpha → https://twitter.com/arndxt_xo

Easiest way to turn your AI into an expert in any niche or skill:

https://x.com/hooeem/status/2018662549571457041

👻 Threading Daily — 03.02.2026 👻

🔖Macro
- Futures slip, after vote to avoid shutdown fails
- Trump warns Starmer on China deals
- Trump announces Warsh as new Fed chair
- Trump sues IRS, US treasury for $10b
- SpaceX may merge with Tesla
- SpaceX acquires xAI
- US investigates claims Whatsapp chats aren’t private
- Trump announces U.S-India trade deal, India to stop buying Russian oil

🔖Crypto News
- Stablecoin tx volume in January surpasses $10T
- Strategy add 855 BTC, now holds 713,502 BTC
- Bitmine add 41,788 ETH, now holds 4,285,125 ETH
- Binance SAFU fund buys 1,315 BTC ($100.7M)
- Ripple receives EU license in Luxembourg
- Hyperliquid introduces HIP-4 outcome trading
- ING Deutschland opened client access to invest in BTC
- Rainbow $RNBW CCA is now live on Uniswap
- ZAMA token claim is now live
- Coinbase to launch ZAMA Spot trading
- Coinbase to add DeepBook (DEEP) and Walrus (WAL)

🔖Alpha/Good Reads
- State of Prediction Markets — Paul Veradittakit
- MegaETH and the Death of the Stage 1 Rollup — dumbnamenumbers
- Unpacking Moltbook - How Clawd Bootstrapped Millions in Compute — 0xBebis_

🔖Raises
- Euclid Protocol (Seed) $3.5M, Unified cross-chain liquidity infrastructure < Kucoin, gate, 0G...
- Derive, An options automated market maker (AMM) < Variant

🔖Early Projects
- @polarisfinance_, Bio: Self-scaling stablecoin operating system. Uncorrelated, scalable returns without T-Bills, without CEXs, without compromises. polarisfinance.io
- @ValeYield, Bio: Earn the best USDC yields on Base. valefi.xyz
- @gomorefun, Bio: An automated, cross-chain DeFi savings protocol. gomore.fun

✅Follow for alpha → https://twitter.com/arndxt_xo

state of prediction markets

prediction markets went from $0 to $3.9B weekly volume

i've watched:
- @Polymarket dominate 82% market share
- @Kalshi raise $1B at $11B valuation
- @RobinhoodApp do 3B event contracts in november (+20% MoM)

here are very obvious tailwinds for mainstream adoption of prediction markets:
- CFTC clarity unlocked US operations
- polymarket acquired QCX derivatives exchange july 2025
- kalshi partnering CNN CNBC for live probability tickers
- ICE investing $2B becoming global data distributor

what I'm tracking beyond politics:

1) polymarket open interest breakdown:
- non-election politics $55M
- crypto $52M
- business $36M
- elections $22M (not even top category anymore)
- pop culture $20M
- sports $20M

2) @opinionlabsxyz surged TVL +110% in 30 days ($30M to $63M).
estimated $4B monthly volume. they are challenging polymarket's dominance on emerging L2s

3) i see verticalization coming. sports-focused @Novig. entertainment @cryptocom + hollywood partnership. @trylimitless for short term crypto/stocks. one-size-fits-all platforms won't capture specialized markets

4) my thesis for prediction markets as we tokenzie uncertainty and it becomes a tradable asset class

5) prediction markets arent used for betting, they're probably the best hedging instruments. real-time probabilities outperformed polling in 2024-2025 elections by massive margins. market becoming truth discovery mechanism

6) institutional use cases emerging:
- defi protocols using prediction probabilities as oracle inputs
- tokenized positions enabling leverage
- portfolio hedging strategies

7) watching regulatory battles closely
- nevada judge ruled kalshi is gaming platform and not financial exchange.
- kalshi appealing says they're federally regulated using derivative contracts not bets.
- massachusetts similar case
- outcome determines if prediction markets scale nationally or stay fragmented state-by-state

8) risks:
- whale manipulation on low-liquidity markets
- wash trading in decentralized settings
- regulatory crackdowns limiting scope
- user fatigue if accuracy doesn't improve vs traditional methods

9) but momentum is undeniable
- 12 organizations applied for DCM status 2025 (500% increase YoY)
- everyone wants piece of this market

10) forward catalysts I see:
- CFTC-approved launches via established brokerages
- social platform APIs (embedded prediction in tweets)
- neobank integration blending finance and speculation

11) next 1-3 years:
- privacy-focused markets using ZK proofs i.e. @monero @Zcash took off
- futarchy for governance i.e. @MetaDAOProject opened doors
- crowd intelligence for resource allocation

the question isn't if prediction markets scale, it's which model captures multi-trillion dollar opportunity of pricing real-world uncertainty onchain

i'm positioned for verticalization thesis. specialized platforms beat generalists as market matures

polymarket proved the pmf. now execution and distribution determine winners

information wants to be priced. prediction markets are infrastructure for that

locking in early

https://x.com/arndxt_xo/status/2018633828148154552

turn this thread into instructions for your claude[.]md file

this might just change your life

https://x.com/EXM7777/status/2018022297345654870

I'm Boris and I created Claude Code. I wanted to quickly share a few tips for using Claude Code, sourced directly from the Claude Code team. The way the team uses Claude is different than how I use it. Remember: there is no one right way to use Claude Code -- everyones' setup is different. You should experiment to see what works for you!

https://x.com/bcherny/status/2017742741636321619

👻 Threading Daily — 02.02.2026 👻

🔖Macro
- Gold, Silver aggressively pull back
- US issues licenses to firms on Venezeula oil
- Trump imposes 50% tariffs on Canadian aircrafts
- Trump sues IRS, US treasury for $10b
- Putin agrees to suspend attacks on Kyiv
- US investigates claims Whatsapp chats aren’t private
- Google announces new Genie world building model
- Microsoft nose-dives on AI capex spend
- OpenAI ‘racing’ to go public by end-2026
- Amazon could invest upto $50b in OpenAI
- iPhone sales Apple’s power record quarter

🔖Crypto News
- Crypto dumps as metals continue to see wild swings
- BTC quantum risk is manageable: Benchmark
- ETH Foundation entering period of ‘mild austerity’
- Metaplanet to raise $137m equity to buy BTC
- US forfeits $400m assets tied to Helix darknet
- Binance pledges $1b fund to BTC
- Robinhood plans 24/7 tokenized stock trading
- Bybit to launch IBAN accounts in Feb
- KuCoin launches KuCard
- Cronje’s Tulip raises at $1b valuation
- Infinex TGE
- MegaETH outlines KPIs for 53% MEGA release
- HIP-3 markets reaches new ATHs of $1B in OI
- Lighter launches Lighter EVM
- CFTC plans new rules for prediction markets

🔖Alpha/Good Reads
- The Stablecoin Economy’s Identity Crisis — stablewatchHQ
- Moltbook: A Social Network for AI Agents — moltbook

🔖Raises
- Quantra (Strategic) $35M, RWA and AI blockchain infrastructure < ParaFi
- Jupiter (Strategic), DEX Aggregator < Gemhead, Coinvestor

🔖Early Projects
- @HurupayApp, Bio: Get US & EUR Bank Account, Virtual USD Card, Earn High Interest on Savings, Buy US Stocks. Backed by
@fdotinc & amazing Angels from @Microsoft and @BanklessHQ.
- @Concourse_ai, Bio: AI Agents built for finance teams concourse.ai
- @pacecom, Bio: The AI operations partner for the world's leading insurers. withpace.com

✅Follow for alpha → https://twitter.com/arndxt_xo

I’ve been yapping about Solana’s growth potential since last year.

@Mantle_Official did one of the biggest move in probably crypto history.

$MNT's move onto Solana is the most boss move ever.

the solana move is strategic

mantle super portal uses layerzero + OFT standard. maintains single native $MNT identity across ethereum and solana. not wrapped token. same asset different chain

what I'm watching on solana:

@byreal_io (bybit-incubated dex) hosting MNT-USDC pool. 96k $MNT incentives over 90 days. onchain yield live

@Bybit_Official alpha providing exchange-level liquidity. cedefi flywheel complete. onchain yield + centralized depth

I'm positioning for RWA narrative 2026. mantle building rails between tradfi and crypto, which you can find it the list of tokenization project:
https://x.com/arndxt_xo/status/2013648141686579245

my thesis:
ethereum = institutional base.
solana = high-throughput defi.
bybit = centralized distribution

mantle positioning $MNT at intersection of all three.

unlocks:
- trading venues without fragmentation
- deeper protocol integration
- $MNT as collateral/payment/incentive across ecosystems
- this builds on mantle's @LayerZero_Core work and @HyperliquidX integration. they're connecting everything

what others see: token launched on new chain
what I see: unified liquidity layer emerging

capital doesn't want wrapped versions. wants native assets that move freely

I'm buying this infrastructure thesis. $MNT becoming actual cross-ecosystem primitive not just L2 token

watching TVL closely. bybit vault momentum suggests larger capital recognizing this

mantle executing while others announce. that's the signal

$MNT at support. infrastructure live. momentum building. I'm positioned

https://x.com/arndxt_xo/status/2018038427447611491

All of sudden, x402 and ERC-8004 will start to get a ton more attention.

No brainer as to why, but its very good that Ethereum has been working towards solutions for agentic commerce for awhile.

People will be flying about agent-to-agent payments and what's to come.

Reality is different.

Its slower. Until we get actual micropayment functionality in-browser, the state of agentic micropayments is still in the distance. Likely late 2026, 2027, but who knows with these time frames.

Halliday, NEAR, Allora, Chainlink, Virtuals, Bittensor Circle, and many others have been in front of this wave as well.

This is a multi-year category with most progress coming later in the decade, but when it hits, its going to hit hard.

https://x.com/andyyy/status/2017927158161645757