
Economist📊 | DeFi Researcher 🔎 | @Shapeshift 🦊 Tokenomics 📈 Leader
Joined July 2013
- Tweets1.4K
- Following1.9K
- Followers344
- Likes1.7K
Pinned Tweet
🚨 Important Announcement! 🚨
The shiny, new affiliate revenue-sharing part of @shapeshift, the Best place for your no-kyc swaps, is now available! 25% of ALL top-line revenue is sent straight to stakers. As $USDC.
Automatically (by the 15th of each month).
No claiming. No BS token rewards.
Buy FOX, stake it on @arbitrum , and get REAL revenue in the form of USDC sent to your wallet. That simple.
profmccarthy retweeted
So let me get this straight....
1. Agents are about to outnumber humans on the internet, so most of the traffic, transactions, and conversations online will soon be machines talking to other machines while we sleep.
2. Superintelligence exists now, and for $20/mo you pretty much get it all.
3. Cloud agents allow you to run a business 24/7 and from literally a phone while you're waiting to order a latte.
4. Voice AI is wide open. This industry has barely changed since the 90s. Infinite opportunities. Voice AI is finally getting good enough.
5. Mobile apps are interesting again for the first time in 10 years, because an AI-first app that thinks and acts on its own is a different species than the passive ones in the store today. There are kids doing $100k/MRR.
6. It's the golden age of open source. The models you download off Hugging Face for free and own forever are landing within months of the ones behind paywalls, so the smartest thing on earth can't be throttled, priced up, or shut off by a company having a bad quarter.
7. The keyboard is on its way out. We spent 40 years learning to type fast, and it's about to feel like handwriting, because soon you just talk and the computer goes and does it.
8. Every company is about to hire agents with their own logins, their own inboxes, their own track records, and a shadow economy is forming where agents pay, hire, and vouch for other agents.
9. Software stopped being something you buy and became something you rent by the hour. The whole industry is repricing from $50 a seat to thousands per outcome. Tons of opportunity.
10. Robots are about to have the moment software agents just had. The intelligence got solved. Now it's dropping into machines with arms and legs, and the people who can wire AI into hardware are about to be the most fought-over hires on earth.
11. The 10-person startup can now out-ship the 500-person company, and everyone can feel it happening.
12. Every white-collar task is getting a "do it for me" button, and most people haven't pressed it yet.
13. Data you've been sitting on for years is suddenly worth something, because now an agent can actually use it.
14. Language stopped being a barrier. Real-time translation that actually works means the next huge consumer app might get built for a market you can't even read, by someone you'll never meet.
15. Every SOP is turning into a product. The way a business does one thing, written down as a markdown file an agent can run, is now something you can sell. Knowledge that used to live in someone's head became downloadable.
16. The moat moved from what you know to how well your business is written down. The company an agent can actually run wins, so being legible beats being big.
17. Since agents will get scammed by other agents, a whole trust layer has to get built. The Yelp for agents. The escrow for machines. Wide open.
18. You keep the whole thing now. A business that needed 50 people to hit $10M needs 3 and some agents, so instead of splitting it 200 ways with investors, it's just yours.
19. Search engines minted a generation of millionaires and billionaires. LLM search is about to do it all over again. Billions of eyeballs are moving off Google and onto ChatGPT, so being the answer inside the models is the new front page.
20. The margins are stupid. You charge someone what they'd pay a human, and it costs you a few bucks in tokens. That gap used to go to payroll. Now it goes to you.
Any one of these would DEFINE a decade on its own.
We got ALL of them at once, stacked on top of each other in the same 18 months.
It's a magical time to be building.
You don't need to overthink it.
Build.
profmccarthy retweeted
Today's the day I can share some of the inside illustrations I've done for "The Wise man fear" by the awesome @PatrickRothfuss for @GrimOakPress .
I can't express how lucky I feel to be able to illustrate this book with so much freedom.
I hope you'll like the result!
No AI was used to make those.
profmccarthy retweeted
What we shipped to production today:
✅ @NEARProtocol chain support now live
✅ Fixed @Zcash @Ledger sends
✅ BTC Replace-By-Fee groundwork across all UTXO wallets
And to staging:
✅ @megaeth chain integration
✅ Yield claim tracking + unbonding UX on second-class chains
✅ @ton_blockchain jetton support restored
profmccarthy retweeted
Now you can find the best route, where ever you are.
@ShapeShift's swap widget and public API is about to launch, empowering any app to have native swap support.
You can even configure it so users are only prompted to buy your app's token, from any asset, via the best route.
All without leaving your app.
Did you know?
@shapeshift made $31,480 last month in affiliate revenue.
That means $1,574 of FOX gets burnt
AAAND
$7,7870 to the 25M stakers of FOX in rFOX right now,
Just for one month. One month of staking.
4.377% MONTHLY APY.
Just thought you might want to know
profmccarthy retweeted
.@AutoRujira is building an automation engine for all of DeFi.
Create strategies. Share them. Earn fees when others use them. And it all works across chains.
Full breakdown of the THORChain Space with @AutoRujira, @KentonC137 & @patriotsounds 👇
Replying to @econhero @ShapeShift
Oh, and did I tell you we're still burning 5% of all revenue in the form of FOX every month? And with supply never increasing (as we can't!), that means only less and less FOX exists. You do the math.
profmccarthy retweeted
Super clean rundown of what we're building rn:
⤷ AI agent (beta)
⤷ @gridplus Lattice1 integration
⤷ rFOX upgrade
.... plus much more coming your way soon™
ShapeShift has introduced an important step forward with the release of its new AI Agent prototype. The tool allows you to connect your wallet, chat directly over your portfolio, receive contextual insights, and execute swaps through a conversational interface.
→ Explore the beta: agent.shapeshift.com
→ Share feedback as the team continues refining the experience
It is an early version, and community input will play a major role in shaping its next iterations.
While the rest of the market is on fire and there’s inflationary token rewards everywhere, the devs at @ShapeShift have been making the app better and smoother than ever.
More routes. Best rates. Fast as fuck trades.
And best of all? Soon you can stake your FOX and get your share of 25% of ALL affiliate fees that come to the platform. Direct to your wallet. Every month. As USDC. Passive
No b.s.
profmccarthy retweeted
Fun Fact ✨
You can swap $AVAX onchain straight to/from Ethereum Mainnet - no bridges required.
✅ Swap completed
🪙5.1K $AVAX → 70.1K $USDT (ETH) ($70.5K)
🛝Slip: 0.2%
🏦 Total Earned by $FOX stakers: $58,532
🔥$FOX burned from this trade: 4,378 $FOX
❤️🔥Total $FOX burned to date: 2,167,420 $FOX
runescan.io/tx/F3C27EA3DA43D…
Trade Smarter: app.shapeshift.com
profmccarthy retweeted
You can now connect your @Trezor directly to @ShapeShift!
...and we have one more wallet launching before we close out 2025.
All the wallets, all the chains. Do it all on ShapeShift.
profmccarthy retweeted
They get it 🫡👌
while everyone was farming narratives shapeshift was actually building. backend rebuilt new chains plugged in base deployed and rfox got a full redesign. two new swappers now live and the app feels smoother than ever.
no kyc no noise just real defi that keeps improving quietly every month.
the signal is always in the builders.
Big shout-out to @Zcash for the great work they've been doing on privacy coin tech. Also, congrats on your token price--people ARE interested!
Super happy to have @Zcash integrated into @ShapeShift!
Coming soon!
Been an amazing week at @ShapeShift where we have been doing a hack-a-thon.
We took the rails off and let the DAO do what it wants.
That thing that's been bugging you, fix it!
Want something but don't know how? Vibe code it!
This is the week to dream.
Come build with us!

























