@cbaihao
Account based inUnited Kingdom
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most x402 endpoints are doing it wrong. they rely on agents making the right purchase decision.
but in reality people don’t trust their agent for that.
any x402 endpoint that gain serious adoption thus need to enforce the agent to “doing the right thing”. so people can trust the endpoint instead.
@BlockRunAI is likely one example. user knows pay-as-you-go token purchase via blockrun’s x402 is cheaper than subscription. so plugging in is net gain. and safe from financial loss.
they’re also the top x402 endpoint by transaction volume so far.
Arc Mainnet is live.
Arc launches as the Economic OS for the internet: an open platform for global markets, real-time value movement, tokenized assets, and agentic economic activity.
Arc is more than a blockchain.
It launches as a full-stack financial platform with assets, applications, interoperability, developer infrastructure, and Circle platform services live from day one.
Arc delivers USDC as native gas, deterministic sub-second finality, EVM compatibility, and institutional validators.
It integrates with Arc Studio, App Kits, Arc Portal, Circle Agent Stack, CCTP, Gateway, CPN, and StableFX.
A complete economic platform at genesis.
Arc launches with infrastructure for:
→ Agentic economic workflows
→ Lending and borrowing
→ Trading and liquidity
→ Onchain FX
→ Payments and settlement
→ Tokenized assets
→ Exchanges, wallets, custody, compliance, data, and developer tooling
190+ institutional and ecosystem builders are building across Arc.
baihao retweeted
one hundred trillion dollars
USDC has processed more than $100T in all-time volume*.
Stablecoins are having a moment. USDC has been moving money at internet scale for years.
Already moving. Already trusted. Already here.
*USDC lifetime onchain transaction volume as of 9.12.26
If you want to try out @arc, here’s the list of projects that will be live on day 1.
dex @Uniswap @AerodromeFi
defi @aave @Morpho
perps @edgeX_exchange @tryfomo
payments & stablecoins @raincards @ThunesPayments @wirexapp
marketplace @opensea
privacy @hinkal_protocol
neobank @HurupayApp @koshmoney
wallet @MetaMask @Ledger @FireblocksHQ
launchpad @TollyLabs @circlewarp @arcpad_meme @ArcDEXScan
did I miss anything?
Tokenization is the ultimate product market fit of blockchain.
What happened to crypto?
I sat down with Haseeb Qureshi (@hosseeb), Managing Partner at Dragonfly, to find out.
We spoke about digital dollars, nationalized banks, bubbles and speculation, Iran and BlackRock, jaywalking, and beanie babies.
0:00 – Intro
1:23 – What Happened to Crypto?
3:18 – Stablecoins and Escape Velocity
7:04 – Bitcoin, Gold, and the Generational Trade
10:34 – War and Stores of Value
15:06 – Retail, Nvidia, and Capital Flight
18:23 – Stablecoins 101
20:00 – Eurodollars, Venmo, and AI Agents
23:00 – Dollarization and the Black Market
25:28 – Banks, Airwaves, and the Balance of Power
31:20 – Too Many Currencies
36:11 – Institutions and Cypherpunks
40:08 – Iran and BlackRock
41:00 – Speculation and Bubbles
43:12 – Prediction Markets and the Overton Window
51:04 – Skin in the Game and the Rational Voter
54:06 – Staying in Crypto
57:13 – When Crypto VC Ends
58:57 – What Would Change Haseeb’s Mind on Crypto
1:03:00 – What Should More People Be Thinking About?
baihao retweeted
Just did a longform conversation with @laboss on what’s actually happened to crypto and why it's working.
Where stablecoins fit into geopolitics, Bitcoin as generational trade (why it rarely acts like gold), prosocial prediction markets, when crypto VC will end, and more.
Worth a listen if you’re still trying to figure out why crypto is suddenly back 👇
What happened to crypto?
I sat down with Haseeb Qureshi (@hosseeb), Managing Partner at Dragonfly, to find out.
We spoke about digital dollars, nationalized banks, bubbles and speculation, Iran and BlackRock, jaywalking, and beanie babies.
0:00 – Intro
1:23 – What Happened to Crypto?
3:18 – Stablecoins and Escape Velocity
7:04 – Bitcoin, Gold, and the Generational Trade
10:34 – War and Stores of Value
15:06 – Retail, Nvidia, and Capital Flight
18:23 – Stablecoins 101
20:00 – Eurodollars, Venmo, and AI Agents
23:00 – Dollarization and the Black Market
25:28 – Banks, Airwaves, and the Balance of Power
31:20 – Too Many Currencies
36:11 – Institutions and Cypherpunks
40:08 – Iran and BlackRock
41:00 – Speculation and Bubbles
43:12 – Prediction Markets and the Overton Window
51:04 – Skin in the Game and the Rational Voter
54:06 – Staying in Crypto
57:13 – When Crypto VC Ends
58:57 – What Would Change Haseeb’s Mind on Crypto
1:03:00 – What Should More People Be Thinking About?
x402 is passing the stranger test
Just had my first organic agentic x402 magic experience
• Needed my agent to access a website for which I didn't have an account.
• It discovered (on its own) Apify, which accessed that service on its behalf. Apify accepts x402 payments, which is what my agent then suggested
• Agent set up its own wallet (it has never done a crypto tx before), gave me a deposit address on Base. I sent it some USDC (and no ETH)
• Agent then connected to Apify on its own, arranged payment via x402, and got the data it needed, reporting it back to me.
The whole sequence involved just 4-5 single sentence prompts from me. That was all pretty magic, but then I asked it this question.
Agentic commerce on crypto rails is the future.
agent was pi agent
model was kimi-k3-fast-api on venice.ai/api
