Superintelligence arrives as an economy. We build the rails underneath it — work, money, markets and ownership — and the companies that run on them.
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Joined February 2026
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The largest unbanked population in history is coming online, and it isn't human.
Bot traffic passed human traffic in 2024. Automation is now 51% of the web.
The five layers agents need before they can do real economic work:
evmsystems.ai/writing/buildi…
The ATM didn't kill bank tellers. It made branches cheaper to open, so banks opened more of them.
L2 transaction costs have fallen 2,400x — $24 to under a cent.
Every automation wave expands the market for what gets executed:
evmsystems.ai/writing/the-la…
👀👀👀
The time has come, pirates! 🏴☠️
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Month 3 - May 29 — PM: ❓ [Engagement Post]
Debate: "DAOs failed for humans because they were designed for machines."
Hottest take or obvious in hindsight?
Month 3 - May 29 — AM: Three months in.
Month 1: Wake-up call
Month 2: Why now — three collisions
Month 3: Agents all the way down
Philosophical foundation: laid.
Next: The Stack Beneath the Stack.
Open source. Orchestration. MCP. A2A.
Less philosophy. More architecture.
Month 3 - May 28 — PM: ⚡ [AI/Crypto News Reactive]
Look for: Job displacement reports, workforce transition news.
Reframe: "Displacement is real — worth saying honestly. But every transition created more work. The new work is more creative, more human."
Month 3 - May 26 — PM: 🏗️ Case Study Idea: "XO Deployment: Zero to Agent System"
Step-by-step: first agent, MCP connections, permissions, shared knowledge base. Practical guide for builders entering the agent economy.
Month 3 - May 25 — PM: Your next customer won't have a face.
Won't visit your homepage. Won't read your blog.
It'll query your API, evaluate response quality, compare 50 alternatives, and either transact or move on.
In milliseconds.
Are you building for that customer?
Month 3 - May 22 — PM: 🔮 [We Called It]
Prediction: Decentralized compute network reports majority demand from AI agents.
Reframe: "Gaia called it. Largest consumers of decentralized compute won't be human developers — it'll be agents procuring resources dynamically."
"What specialized knowledge would be most valuable as an agent-accessible KB?"
• Legal/regulatory
• Financial intelligence
• Technical documentation
• Industry data
• Scientific research
Every expert becomes a node in the intelligence network.
Month 3 - May 20 — PM: ⚡ [AI/Crypto News Reactive]
Look for: zkML developments, TEE implementations.
Reframe: "In the agent economy, trust not just WHAT the agent did, but HOW it reasoned. Verifiable inference is how you get there."
Month 3 - May 19 — PM: Agents without risk controls = bots with wallets.
With controls:
✅ Max position sizes
✅ Exposure limits
✅ Auto de-risking
✅ Human escalation above thresholds
Governance isn't separate from financial rails.
It's embedded in them.
Month 3 - May 18 — PM: 🏗️ Case Study Idea: "AgentFi: Autonomous Yield Optimization"
Agents monitoring stablecoin rates across protocols, autonomously rebalancing. The perception-strategy-execution-evolution loop in practice.
Month 3 - May 14 — PM: ⚡ [AI/Crypto News Reactive]
Look for: Staking news, slashing events, reputation systems.
Reframe: "Staking isn't just for validators. It's the credit system for agents. Put capital behind your agent, build reputation, unlock access."
Month 3 - May 13 — PM: 🔮 [We Called It]
Prediction: Agent-to-agent interaction fails publicly due to lack of trust verification.
Reframe: "Without Agency Rails, every agent interaction is a trust gamble. Failures accelerate infrastructure."
Month 3 - May 12 — PM: DAOs for humans: 🔴
Low participation, slow, fatiguing
DAOs for agents: 🟢
100% participation, instant, precise
The infrastructure wasn't wrong.
The users were.
Month 3 - May 11 — PM: 🏗️ Case Study Idea: "From 1 Agent to 100: A Team's Journey with XO"
Step-by-step from one assistant to full multi-agent system. The moments they needed permissions, governance, shared knowledge. How XO solved each.
Bot traffic hit 51% last year.
This year: 60%.
Every API call. Every data request. Every service interaction.
Agent-to-agent. Agent-to-server.
The internet's primary audience shifted.
Most infrastructure hasn't caught up.
Not a 2030 problem. Right now problem.
Month 3 - May 8 — PM: The shift from UX to AX:
❌ Landing pages → ✅ API docs
❌ Onboarding flows → ✅ MCP endpoints
❌ Subscriptions → ✅ Per-call payments
❌ Retention tricks → ✅ Quality and cost
❌ CAPTCHAs → ✅ Identity verification
Build for agents. Humans follow.