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I'm being asked what x402 is, so here's why you should care: a) Background: - The x402 protocol enables agents to make payments onchain @a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030 - It's dubbed the "Payments MCP" [Model Context Protocol]; I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world data, so payments MCP enables agents to transact with their own wallet b) Backers: @coinbase + @Cloudflare - So you'll see the bulk of this activity on @Base; But it's also cross-chain (Solana, Polygon, Near etc) - It's why you've seen several @virtuals_io x402 agents pop off in the past few days - several of the ecosystem agents use the x402 protocol - The acquisition of Echo by Coinbase took centre stage earlier this week; but this is Coinbase AI Agent baby; and IMO (I'm biased) far bigger. Sorry @beast_ico c) Relevant x402 protocols: - @pingobserver - first token minted by x402 - @heurist_ai - @virtuals_io - @questflow - @AnchorBrowser - @GoKiteAI announced its partnership with @brevis_zk this week for privacy around payments with agents; it uses x402 - @Cloudflare Agents SDK + Google A2A payment protocol - @PayAINetwork - $DREAM (Virtuals) - $SANTA (Virtuals) - $GLORIA (Virtuals) - $AURA (Virtuals) Honestly the list could go on, so I'd advise researching before spraying and praying. NFA on these - they're simply affiliated with using the x402 and it doesn't necessarily mean value will accrue to these tokens. If anything it'll accrue to the protocol backers itself - COIN. You can check x402scan.com (see thumnail) d) Other Insights: 1) @circle has an ongoing relationship with Coinbase and the main currency transacted by these agents is Stablecoins to pay for compute etc. So as you can imagine USDC will likely be the stable of choice 2) Neo Banks are gearing up for AI Agent payments: - @Tether_to launched its wallet development kit; the tagline is that there's anticipated to be trillions of wallets. These obviously won't be human wallets, so I'll let you connect the dots - @useTria partnered with several AI protocols and this week with @billions_ntwk for zkKYC as privacy around payments comes to the forefront - @Visa + @Mastercard announced their AI Agent programs a few months ago and are rolling out the infra for trillions of transactions. Almost all of these Cards from these Neo Banks are VISA/Mastercard. - @PayPal ventures led the $18m Series A for Kite AI; PyUSD coming in hot here for agentic stablecoin usage? Next step: Robots will have their own crypto wallets with virtual cards to make payments in the real world. Welcome to physical AI! 3) @a16zcrypto report on AI referenced x402 specifically when talking about AI Agents and payments, anticipating $30 trillion in agentic purchases by 2030 Interesting quote: "x402 is what the internet was supposed to be - payments via https" - @_imhamzah 4) @RibbitCapital released their 2025 "Token Letter" which discusses agents + payments (see "knowledge" tab on their website): - Page 1/2: AI systems are economic participants that will earn and spend - P33/34: Stripe and upstarts like PayOS will capture a lot of value building this infra for agents - P33-35: Stablecoins and programmable money will be used by both humans and agents for payments and asset mgmt. - P39/40: AI agent payments will become new financial rails for autonomous entities TLDR: AI Agents + Payments is only going to get bigger. x402 is positioning itself at the enabler of this parabolic payment boom. The cats out of the bag, so how would you capitalize on the upside? Taking a cut in fees on trillions of txs isn't a bad idea.

After accidentally becoming a large XPL community member it prompted me to dig deeper into "Neo Banks" (+ crypto financial products). I was today years old when I realized that Ripple is being referred to as a Neo Bank... it's trading at $183bn. That's 117x the current XPL market cap ($1.6bn)! There's also a surprising number of other interesting opportunities and rewards: 1) @Plasma One (VISA): Waitlist sign ups available now. Earn yields of up to 10%, spend stablecoins + cash back of up to 4%. Fee free xfers plugging into 150m merchants worldwide should do the trick for distribution and UX upgrade. 2) @useTria (VISA): 6% kickback on purchases + lounge pass access. Get a physical VISA card that auto swaps the crypto deposited on the back end when making real world txs. Currently additional rewards through @cookiedotfun points cSNAPS campaign. Costs $20 for the basic virtual card or physical metal card with 6% rewards is $220. 3) @EtherFi (VISA): Get 3-5% back on all purchases + ETHFI rewards ($4.5m distributed last quarter). Total of about $60m in cumulative spend volume now. Requires vault setup. 4) @Revolutapp (Mastercard): This one was surprising; I maxed out on Ultra membership ($60/month) for top interest rates to offset the monthly subscription cost by depositing enough in savings. Up to 1% casback rewards + points program Optimal offramp and no trading fees for higher tier. This also netted me several benefits; NordVPN, Uber One, WeWork, travel insurance (inc excess), Airport lounge passes + eSIM global data 5) @gnosispay (VISA): This has recently churned more than $100m in payment volume - essentially a 'Checking' account for crypto. 4% cashback (5% if validator) 6) @coinbase (VISA): Up to 4% in crypto cashback rewards, setup via Coinbase account and only eligible in US (currently) 7) @MetaMask Virtual Card (Mastercard): 1% cashback + LINEA rewards. Possible tie into the latest points program announced? 8) @cryptocom (VISA): Up to 5% cash back, tiered rewards based on CRO staking. Spotify, Netflix, F1, UFC events (Obsidian). 9) Bonus: @bitrefill: offers a plethora of vouchers by simply sending crypto to an address and you have a voucher code in seconds. Caps at $1k per month before having to register an email to do more. TLDR: The future of finance is crypto; it's no wonder VISA and Mastercard have been doubling down on crypto payments. They're more integrated into crypto than many realize. More recently they've been pushing AI integration through agents. Giving these cards to agents is a huge unlock, especially when you have physical AI / robots paying for their own needs, in the real world. This is an insane industry to be in; it offers a glimpse into the future while regular people think this remains in the realms of science fiction. Trillions. Disclaimer: I'm not a financial advisor, this is for informational purposes only. Collating publicly available data points into a single place for you to peruse. I'll publish the full spreadsheet to my subscribers.

R1 Deepseek captures headlines as it challenges the status quo "Deepseek R1 is AI's Sputnik moment." - @pmarca Here's a roundup of the AI x Crypto segment to plug the gaps over the past 48 hours 🧵(1/16)

The AI Agent x Crypto segment is evolving at an exponential rate Here's a roundup to plug the gaps over the past 24 hours "We sent Cardano... to 100 billions last cycle ... and you think the TOTAL mcap of AI [Agents]... is toppish at 12 billion?!?" - @OGDfarmer 🧵(1/16)

The AI Agent x Crypto landscape is evolving at an exponential rate Here's a roundup to plug the gaps over the past 24 hours "$AI16Z and $VIRTUALS are shaping up to be the reserve assets of the agentic economy" - @RyanWatkins_ 🧵(1/19)

Ethervista is being described as the Pump Fun of ETH ETH DeFi users are frustrated about the lack of innovation on mainnet @ethervista novel LP & fee mechanism aims to address this by exploiting an opportunistic gap in the market 🧵(1/8)

AI Agent Crypto Analysis has been published Here's a broader roundup to plug the gaps over the past 24 hours "AI Summer 2025" - @shawmakesmagic 🧵(1/15)

I'm being asked what x402 is, so here's why you should care: a) Background: - The x402 protocol enables agents to make payments onchain @a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030 - It's dubbed the "Payments MCP" [Model Context Protocol]; I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world data, so payments MCP enables agents to transact with their own wallet b) Backers: @coinbase + @Cloudflare - So you'll see the bulk of this activity on @Base; But it's also cross-chain (Solana, Polygon, Near etc) - It's why you've seen several @virtuals_io x402 agents pop off in the past few days - several of the ecosystem agents use the x402 protocol - The acquisition of Echo by Coinbase took centre stage earlier this week; but this is Coinbase AI Agent baby; and IMO (I'm biased) far bigger. Sorry @beast_ico c) Relevant x402 protocols: - @pingobserver - first token minted by x402 - @heurist_ai - @virtuals_io - @questflow - @AnchorBrowser - @GoKiteAI announced its partnership with @brevis_zk this week for privacy around payments with agents; it uses x402 - @Cloudflare Agents SDK + Google A2A payment protocol - @PayAINetwork - $DREAM (Virtuals) - $SANTA (Virtuals) - $GLORIA (Virtuals) - $AURA (Virtuals) Honestly the list could go on, so I'd advise researching before spraying and praying. NFA on these - they're simply affiliated with using the x402 and it doesn't necessarily mean value will accrue to these tokens. If anything it'll accrue to the protocol backers itself - COIN. You can check x402scan.com (see thumnail) d) Other Insights: 1) @circle has an ongoing relationship with Coinbase and the main currency transacted by these agents is Stablecoins to pay for compute etc. So as you can imagine USDC will likely be the stable of choice 2) Neo Banks are gearing up for AI Agent payments: - @Tether_to launched its wallet development kit; the tagline is that there's anticipated to be trillions of wallets. These obviously won't be human wallets, so I'll let you connect the dots - @useTria partnered with several AI protocols and this week with @billions_ntwk for zkKYC as privacy around payments comes to the forefront - @Visa + @Mastercard announced their AI Agent programs a few months ago and are rolling out the infra for trillions of transactions. Almost all of these Cards from these Neo Banks are VISA/Mastercard. - @PayPal ventures led the $18m Series A for Kite AI; PyUSD coming in hot here for agentic stablecoin usage? Next step: Robots will have their own crypto wallets with virtual cards to make payments in the real world. Welcome to physical AI! 3) @a16zcrypto report on AI referenced x402 specifically when talking about AI Agents and payments, anticipating $30 trillion in agentic purchases by 2030 Interesting quote: "x402 is what the internet was supposed to be - payments via https" - @_imhamzah 4) @RibbitCapital released their 2025 "Token Letter" which discusses agents + payments (see "knowledge" tab on their website): - Page 1/2: AI systems are economic participants that will earn and spend - P33/34: Stripe and upstarts like PayOS will capture a lot of value building this infra for agents - P33-35: Stablecoins and programmable money will be used by both humans and agents for payments and asset mgmt. - P39/40: AI agent payments will become new financial rails for autonomous entities TLDR: AI Agents + Payments is only going to get bigger. x402 is positioning itself at the enabler of this parabolic payment boom. The cats out of the bag, so how would you capitalize on the upside? Taking a cut in fees on trillions of txs isn't a bad idea.

After accidentally becoming a large XPL community member it prompted me to dig deeper into "Neo Banks" (+ crypto financial products). I was today years old when I realized that Ripple is being referred to as a Neo Bank... it's trading at $183bn. That's 117x the current XPL market cap ($1.6bn)! There's also a surprising number of other interesting opportunities and rewards: 1) @Plasma One (VISA): Waitlist sign ups available now. Earn yields of up to 10%, spend stablecoins + cash back of up to 4%. Fee free xfers plugging into 150m merchants worldwide should do the trick for distribution and UX upgrade. 2) @useTria (VISA): 6% kickback on purchases + lounge pass access. Get a physical VISA card that auto swaps the crypto deposited on the back end when making real world txs. Currently additional rewards through @cookiedotfun points cSNAPS campaign. Costs $20 for the basic virtual card or physical metal card with 6% rewards is $220. 3) @EtherFi (VISA): Get 3-5% back on all purchases + ETHFI rewards ($4.5m distributed last quarter). Total of about $60m in cumulative spend volume now. Requires vault setup. 4) @Revolutapp (Mastercard): This one was surprising; I maxed out on Ultra membership ($60/month) for top interest rates to offset the monthly subscription cost by depositing enough in savings. Up to 1% casback rewards + points program Optimal offramp and no trading fees for higher tier. This also netted me several benefits; NordVPN, Uber One, WeWork, travel insurance (inc excess), Airport lounge passes + eSIM global data 5) @gnosispay (VISA): This has recently churned more than $100m in payment volume - essentially a 'Checking' account for crypto. 4% cashback (5% if validator) 6) @coinbase (VISA): Up to 4% in crypto cashback rewards, setup via Coinbase account and only eligible in US (currently) 7) @MetaMask Virtual Card (Mastercard): 1% cashback + LINEA rewards. Possible tie into the latest points program announced? 8) @cryptocom (VISA): Up to 5% cash back, tiered rewards based on CRO staking. Spotify, Netflix, F1, UFC events (Obsidian). 9) Bonus: @bitrefill: offers a plethora of vouchers by simply sending crypto to an address and you have a voucher code in seconds. Caps at $1k per month before having to register an email to do more. TLDR: The future of finance is crypto; it's no wonder VISA and Mastercard have been doubling down on crypto payments. They're more integrated into crypto than many realize. More recently they've been pushing AI integration through agents. Giving these cards to agents is a huge unlock, especially when you have physical AI / robots paying for their own needs, in the real world. This is an insane industry to be in; it offers a glimpse into the future while regular people think this remains in the realms of science fiction. Trillions. Disclaimer: I'm not a financial advisor, this is for informational purposes only. Collating publicly available data points into a single place for you to peruse. I'll publish the full spreadsheet to my subscribers.