Finance is becoming agentic. Tomorrow, AI agents will search, negotiate, buy and pay. Robots, APIs and machines will transact with each other. OpenAI/Stripe, Google AP2, Visa/Mastercard, Coinbase x402, Circle USDC and Cloudflare NET Dollar are already building these rails. The next financial system will no longer be human-only.
As commendable as the Clarity Act may be, it’s still pretty ironic to see how dependent the crypto sector has become on politics. An ecosystem that was supposed to be an alternative to the traditional system may have been destined from the start to be captured, or even used, by governments. In my view, governments were already preparing the future of finance behind the scenes. Crypto may have been tested throughout all these years, observed and slowly regulated, before being officially integrated into the system. $BTC $ETH
Coinbase becoming the official USDC Treasury deployer on HyperliquidX, exactly what onchain 24/7 markets need. $COIN
AI won’t just change how we search, write, or automate. It could also change how we pay. Google Cloud and PayPal are pointing to a bigger shift: in a world where AI agents can make decisions, buy services, trigger subscriptions, and execute tasks on behalf of users, traditional payment rails may not be flexible enough. Why? Because autonomous agents need payments that are fast, programmable, global, and available 24/7. That’s where crypto rails and stablecoins become interesting. PayPal is already positioning PYUSD as a programmable payment layer for AI commerce. Google is also exploring agentic payment protocols with a large partner ecosystem. $PYPL $CRCL $COIN
What impresses me most about this test is not just the visual power. It’s the control behind it. Running 33 engines at the same time, at full thrust and for the full planned duration, is not just “lighting a rocket.” It means validating an entire chain: propellant feed, combustion stability, vibration control, thermal management, booster structure, control software, and anomaly tolerance. At this scale, the smallest imbalance becomes a major engineering challenge. My takeaway: real progress in space does not only happen at liftoff. It happens during these ground tests - repetitive, brutal, measured - where every second produces valuable data. And this is probably where the difference is built between a spectacular rocket and a truly reusable system. #Starship #SpaceX
I’m not necessarily chasing the next 100x. I’m looking for projects that have a real reason to exist in the next cycle. For me, Ethereum is still the backbone. And TAO is one of the few crypto bets directly tied to AI without just riding the hype. Nothing is guaranteed. But if I had to build strong conviction for the years ahead, ethereum:native and bittensor:native would clearly be at the center.
