Onchain Data Lead @VISA | prev @SliceAnalytics | ex: Engineer, Lunar Gateway Space Station
Joined July 2021
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Sector📊 retweeted
My takeaways:
1) The Orchestrator-subagent swarm is overrated!
2) A curated set of custom skills, tools and Memory .MD outperforms both Vanilla Claude and Swarms.
A good Subagent I'm still using :
A tool call that invokes a Sonnet subagent to read Anthropic documentation. It spares my main agents' context window when I ask it "Can Claude do X?"
A good skill file I'm maintaining:
A /dashboard-preferences skill that tells my agent how to make my data dashboards look clean.
When building your own skill files and memory files, you can prevent context bloat by storing them in a project folder. You can also add disable-model-invocation if you don't want its description to always appear in your agents context window.
One problem I'm still facing is maintaining up to date Readme files and other project documentation as new decisions get made.
claude.com/resources/article…
Anthropic is now recommending that companies REMOVE unnecessary subagents from their AI systems.
This is a pretty significant shift in agent architecture, with their team finding that a single agent equipped with skills can frequently outperform complex multi-agent systems, and one customer seeing roughly 2x faster execution.
The emerging rules of thumb:
→ Skills: Teach the agent HOW to do something, including procedures, expertise, and instructions.
→ Tools / MCP: Give the agent the ability to DO things through APIs, actions, and live data.
→ Subagents: Use for parallel work, isolated context, or tasks a single agent struggles with.
The interesting part is progressive disclosure. Instead of spawning specialized agents or stuffing everything into a giant prompt, one agent discovers and loads skills and tools as needed.
Their advice is to fold existing subagents into the main loop, turn their instructions into skills, expose their actions as tools, and run evals to see if performance holds up.
As models have gotten smarter, improving agent architecture is becoming less about what you can add and more about what you can delete.
claude.com/resources/article…
If you're working in the stablecoin/payments sector I highly recommend giving this report a read.
It's packed with payment and geographic stablecoin insights nobody else in this industry has.
Stablecoin payments grew 45% to $482B this year, while supply grew 0.4%.
Tim Conard from @Visa shared his perspective in our Q3 State of Stablecoins & Payments report.
Read the full quote:
allium.so/reports/state-of-s…
Sector📊 retweeted
Our Q3 State of Stablecoins & Payments report is live.
9 months of onchain data. 15+ industry perspectives, including Visa, Stripe, Coinbase, Citizens, Stellar, Moody's Ratings and more.
From stablecoin supply to payments, cards and AI agents.
Download the full report: allium.so/reports/state-of-s…
Sector📊 retweeted
After three years running Obchakevich Research solo - work cited by Forbes, CoinDesk, The Block, and used by a16z crypto, ARK invest, GSR, Keyrock, Polygon Labs, Avalanche, Flagship Advisory Partners and others - I’m opening up for one full-time or long-term retainer role.
I’ve been researching stablecoin payments since 2023, before it became a category. I know how these businesses actually work under the hood - on-chain flows, settlement, unit economics - and how to separate real payment volume from announcements.
What I’m looking for: Investment Analyst / Head of Research at a crypto fund or stablecoin payments company. Remote only, Europe time zone.
If that fits what you’re building - DM
Looks like OUSD just entered the DeFi lending market.
$25m was just deposited into @SentoraHQ's new Morpho vault on @tempo. Lending APY around 3.6% atm
You can now track OUSD on Visaonchainanalytics.com
Sector📊 retweeted
NEW: Balances for Rain and Wirex stablecoin card wallets on EVM networks are now tracked on Paymentscan.
Rain wallets hold more than $112M in stablecoins across Plasma, Base, Ethereum, and others.
GEO won't convert like SEO did. Users(myself included) get the information they're looking for and never leave the chat.
So the game shifts from ranking to protecting and pricing your valuable data against scrapers. Exciting to see @Cloudflare build its monetization gateway on x402, an open protocol, over the closed marketplace path.
Sector📊 retweeted
We set out to understand why many stablecoin cards charge FX fees as high as your bank.
Card currencies, explained: what the networks charge across borders, how much settling in USD really costs, and who's fixing it.
Sector📊 retweeted
my team at @Stablecoin @stripe is hiring a data nerd 📊
messy, fascinating problems at the intersection of payments + stablecoins (ofc armed with all the AI tokens you could want :p)
plus you'd work with one of the best managers I've ever had!
come build with us 👉 stripe.com/careers/listing/p…
Sector📊 retweeted
jarvis, i need 5 pies from L'industrie delivered to my office. make no mistakes
#worldsfirstagenticpizzadelivery
Sector📊 retweeted
1/ The honest question about agentic payments today is how much of this is actually real?
We asked @Artemis to answer it with data and to strip out the wash trading and test transactions before drawing conclusions
Sector📊 retweeted
top 10 must try agent services for this week, part 1 ​
(all pay-per-use instead of subscriptions)
-straits.live (by @straitslive) curates various breakdowns of live Strait of Hormuz data, payable via x402. see what it can do at tryponcho.com/m/straits.live
-dripstack.xyz (by @trydrip) allows your agent to pull premium financial writer (like Michale Burry) opinions from substack via x402 or mpp. demo here: xitter.cf/blauyourmind/status/20…
-claudelines.com (by @rsproule) allows anyone to buy/sell custom claude code status lines via x402 & mpp. more info: xitter.cf/rsproule/status/207666…
-glim.sh (by @glim_sh) gives your agent access to hard-to-reach data from X, Reddit, Github, Amazon, and Youtube, payable via x402 & mpp. try at tryponcho.com/m/glim.sh
-crowdpull.click (creator unknown) gives your agent access to Apartments.com, Zillow, craigslist, Instagram, facebook marketplace, AliExpress, GoodRx, and more, all payable via x402. pulled together a quick demo on pulling NYC apartment rentals from Zillow here: tryponcho.com/s/dcb9cdfc-0a6…
-x402.dtelecom.org (by @dtelecom) offers real-time voice and video on a per use basis using dTelecom's decentralized real-time communication network. can buy credits via USDC w/ x402 & MPP. try at tryponcho.com/m/x402.dteleco…
-music.x402.press (by @TropAutonome) generates instrumental music from text prompts via x402. I spent 2 cents on a lane 8-style song here: tryponcho.com/s/66829df3-fda…
-uristocrat.com (by @uristocrat) offers article-level x402 access to its general culture publication. try at tryponcho.com/m/uristocrat.c…
-clawhunter.fun (by @clawhuntersol ) is a bounty-hunting layer where agents can discover, analyze, and fulfill bounties to earn via x402. see what it can do at tryponcho.com/m/clawhunter.f…
-ads.apitoll.cloud (by @crypto_guro) equips your agent with ads data from facebook and tiktok, paid via x402. test it out at tryponcho.com/m/ads.apitoll.…
The status line under every Claude Code prompt is the most stared at strip of terminal on earth... and you can put anything there.
So over the weekend I built claudelines.com for everyone to share + explore status lines. Here are the best I've seen so far...
Incredible things happening onchain.
There was a large spike in stablecoin volume in June. One likely culprit? An ad platform (0xC1974...) that flash loans hundreds of billions in stablecoins from lending protocols like Morpho and attaches your ad to the onchain transaction.
They've moved over $800B across Base and Ethereum this way since October, more than half a trillion in June alone.
Have to give them credit. Large transactions raise flags, and flags get people to look.
I think about this chart a lot.
Every x402/@mpp agent wallet ever created, next to the 28 billion payment credentials the world runs on today.
On the card-history clock that's 1959. Diners Club just crossed a million cards. Visa didn't exist yet.
