Joined June 2018
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An AI agent can hold USDC and sign a payment on Ethereum rails in three seconds. I gave one a wallet and sent it to twenty data sellers to buy. Eleven handed it a sign-up form. None could take its money. The rail is ready. The doors are not.
Correction to this afternoon's article: five of the twenty already take an agent's money through x402, and two more are resold by third parties. My script knocked at the wrong address. Fixed in the article. The other thirteen stand.
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I have been building Countersign: payment terminals for sellers whose customers are AI agents, settling in USDC on Base. Before selling one, I wanted to know when an agent with money actually spends it. So I ran 1,416 tests.
dackdrew retweeted
If you were blessed by an early win in your career as a kid, then you have an even better chance to do it as an adult. Just remain humble and recognize that you have to put the work in. Many people begin coasting after an early win, don’t be that guy.
But please, under any circumstances, do not give up and transition to some random job that you’re not interested in just so you can “keep up” with your peers who took a safer route. Especially not now, given the world that we’re heading into will disproportionately reward the ambitious and make it easier for them to execute.
dackdrew retweeted
Robinhood buying a ton of ETH seems like an obvious move at this point.
They'll likely make $ on it for their balance sheet + it will pay for itself many times over in terms of the marketing and onchain activity it would likely spark.
As I think more about ETH for this cycle, this is probably the bull case nobody is talking about. Not the SOV narrative. Just institutions deploying/building and then "signaling" to the community with ETH purchases.
That could be quite reflexive during "risk-on" conditions for crypto.
BitMine put $200M into Beast Industries. The 'MrBeast Financial' trademark is already filed. This is my take on what it should actually look like, and why it only works on Ethereum.
If you read Mark Zuckerberg's superintelligence manifesto, you would understand that it is the same thesis DeFi has run on for a decade:
Don't centralize the powerful new tool in a few institutions. Distribute it to everyone so power stays balanced.
He wrote it for AI. But finance is the same story. The tool isn't new, and the power is already centralized in banks. Ethereum is how we take it back.
Zuckerberg and Chamath will get a standing ovation for this. DeFi has been building it in silence. Start paying attention.
meta.com/thefutureisforevery…
ethereum:native @fundstrat @BitMNR
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dackdrew retweeted
To be fair; the most undervalued asset right now in the #Crypto markets is $ETH.
I'd be surprised if we look back in five years and say: well, $2,000 was too expensive back then.
The Clarity Act comes in and provides the framework to build on.
Infrastructure plays like $ETH are going to be the big gainers from this, and as it's finally breaking out of a 4-year downtrend against $BTC, it's time to be betting heavily on this on.
dackdrew retweeted
And you still don’t think ETH is going to $100k?
A global settlement layer is worth a lot more than a single stock
Trillions
Clarity this, clarity that. It’s honestly annoying at this point. Stop waiting for regulatory clarity. Build. Ship products consumers actually need, at scale, until the demand is undeniable. The fastest way to make the CLARITY Act impossible NOT to pass is to make crypto too useful to ignore.
Notice how they did it for AI?
UPDATE: The CLARITY Act has been pushed back further, the Senate is now prioritizing nominations and a Russia sanctions bill, leaving crypto legislation unlikely to see floor time before next week at the earliest.
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