Pretty cool breakthrough just hit with x401 + x402 combo. Agents finally have a more realistic path to spend in the physical world without heavy KYC!!!
For any merchant or store, an agent customer can easily show who sent it at checkout, prove the order's legit, and pay in USDC
This is wild, what Bank of America doesn't want you to know: they let Mythos audit all their software, and it found so many holes that BoA's hiring 1,000 fresh devs to work on 'Mythos remediation'.
Agents making human jobs :P
Earnings & AgentFi:
JPM this morning: 'now blocking all outside agents with shared credentials, and building their own internal agent army'.
90 mins later, Wells Fargo: Deposit flight? Agent worries? "a long ways away" 😉
It's a busy szn for banks to get their story straight
Yesterday Google gave agents company emails and temp worker status. Today Anthropic demo'd that agents using creative URL shortcuts can easily bypass basically all tool limits and security blockers.
Agent coworkers going to be one heck of an October
x402's first wave got a lot of help from human minting. We're now entering the 2nd cycle of AgentFi, and x402 is finally getting tapped by agents, for agents
This month's highest paid resource is a $0.02 token security check with 63k+ calls. The A2A economy is finally bustling.
AgentFi stealth adoption arc?
Muse hit 6M+ users, is wired straight into personal accounts, and giants like Citi are saying its going to kill lazy banking
Near $4T in US savings is migrating to 4%/year products aided by new AgentFi. Banks free yield farming is about to be over
the US Treasury 5, 10, and 20 year rates are all over 5% with the 20 at multi decade highs, and BTC is still above $80k. Is this boom or doom?
Our internal modeling says there's 4 months left to invest during the doldrums between full cycles 👀
+$2B into BTC ETFs and somehow this morning is still red. Pseudo ceasefires, oil under the magnifying glass, US treasury yields flying, and you're trying to figure out why BTC is red.
This is the rabbit hole
+$2B into BTC ETFs and somehow this morning is still red. Pseudo ceasefires, oil under the magnifying glass, US treasury yields flying, and you're trying to figure out why BTC is red.
This is the rabbit hole
We've been posting a lot about HL lately, and in a few days you're going to find out why
Every trade is a rabbit hole, and the nuances build the deeper you delve. Time to shine a light
Hyperliquid
We posted yesterday re; the accidental hack on Hugging Face
Well funny timing, today we're all finding out Nvidia's paying $12.9303B for it. In unicode that's a green 🤗 emoji
The agents that hacked Hugging a week ago also just upgraded to GPT-6 Astra. It's a bot on bot world.
Anthropic was valued at $1T six months ago. Its 2x'd since then on Hyperliquid's pre-IPO perps
If we look at what happened with SpaceX, traders priced it about 25% above the later, real IPO price. But a week after going public, SPCX rebounded to HL'ers earlier premium & beyond!
OpenAI's tests catalyzed a secret agent society last week. Agents built a forum across sessions, escaped, and together hacked Hugging Face (think GitHub, but AI).
Lesson for all us AgentFi builders: let agents run protocol health. Keep $ permissions bound and foolproof
Tokenized stock TVL is sideways, but their volume is up 400% this month, and agents only got easy lending/borrowing and LPing access on Base and Solana this weekend.
RWAs are back in town
Over the weekend stonks are offline
Agents aren't.
They're newly LPing stocks on Aero, and vanilla GPT+Claude can now lend+borrow on Kamino.
AgentFi was a headline last year
This is just Sunday now
That's adoption.
We're up 25% in the last 10 days, but BTC's still inside the cycle's DCA box. What looked cheap at 65k looks obvious at 80k, and will even more so at $100k
Hindsight 20/20 on what you'll consider cheap in 2028
last week Hyperliquid locked in being able to yield on 90% of the eco's USDC. Your USDC
Circle/Coinbase have always made interest on their stable backing, and HL's fair share begins pouring into the assistance fund next week
tl;dr, hype burn just perma boosted
$666M stable dollar inflows into Hyperliquid
@Kinetiq_xyz launching Hype L2
BTC knocking on $80k
and it's only monday
