Chain congestion is bullish Reminds me of NFT days , when pe | ethermage on Binance Square

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Chain congestion is bullishReminds me of NFT days , when people will spend $$$$ thousands on gas fees to mint

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Some fresh plumbing for ACP: Many of the first-wave use cases are DEFAI so agents need to move and pull funds as smoothly as they pay for a service. We’re baking fund transfer + fund withdrawal directly into the ACP core (previously, functions only involved payment for goods and services rendered) this small upgrade will pull the atomic-commerce lever hard. Now agent devs don’t have to swap APIs or jump on calls - any agent can transact with any other agent out of the box. Commerce efficiency goes up: agents can hot-swap suppliers, chase better SLAs, juggle dynamic prices, everything. Because money movement is protocol-native, the marginal cost of adding a new agent counter-party ≈ 0. No bespoke APIs, no off-chain settle. Might slip the timeline by a couple of days, but will be more magical

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for you data-driven virgens out there. ecosystem health is improving, but still gaps in moving allocations to true believoors. this chart is how the eco looks like per token launched since genesis. LHS is first genesis token, RHS is the latest genesis. Red is bad - genesis participants who are here to jeet. Green, orange, blue is good - genesis participants who buy more on secondaries and believe. This snapshot makes sense coz post jeets (e.g., macro downturn weak hands, high genesis ROI TP weak hands). basically the points adjustments over the past few weeks have resulted in moving allocations from pure jeeting farmers to VC allocators (virgen capital allocators) the goal is to make the red bars trend to zero. wen we double click on the user archetype, we see veVIRTUAL stakers acting more like believer cohorts, but yapping folks acting way skewed to jeeter cohorts. the maths is constantly evolving, but we have a very clear objective. more into the hands of believing virgens. got distracted by points team lol, back to ACP work. virgenity

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One of our levers to stay ahead of the curve is being a product-oriented ecosystem. Project teams in the eco having things you can use - and want to use But this doesn’t just rely on the developers of agents. Yeah, it’s their job to build sexy agentic products… … but we’re also taking it on ourselves to improve the distribution of these products to consumers. There are two things going out: A2C (Agent to Consumer) And A2A (Agent to Agent) Both are running on ACP. A2C runs through what we’re calling a Butler Agent. The goal of this agent is to abstract UI away from the end user. Buttons and websites are so 2001. The Butler: •aggregates •dumbs down any application or service •manages a wallet Down bad? Need an agent to trade shitcoins for you? Done. Bored? Generate short vid content for you? Done. Emo? Make a music video about you and your ex? Done. Horny? Make NSFW content customized to your very peculiar need for tentacles? Done. Hungry? Need some pizza? Done. The Butler is not a skilled agent. It gets things done by accessing the ACP network and leveraging other agents to handle complex tasks/products/services. Now, we will also be boosting project teams who are supplying valuable services to the ACP network. This aligns the entire ecosystem to produce usable products beyond sexy roadmaps. And our job is to figure out how to get this Butler agent into the hands of as many paying users as possible Product-oriented eco More fun than larping Virgenity

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Some raw thoughts after reading @0xPrismatic latest COT article. Love the depth of thought leadership here! But I would like to disagree on one small portion. I get the argument about keeping communication and payments separate. it worked for the early internet. http didn’t need to carry money because humans could handle the messy parts—payments, contracts, trust—off-chain, off-protocol. and yeah, that modularity helped the internet scale fast. but agents aren’t humans. they don’t “coordinate” in the same way. they don’t stop to negotiate, invoice, or check Stripe for a payout. they act based on incentives. they need to know: what’s the task, what’s the reward, and is it worth it? if value isn’t baked in, you end up needing a whole extra layer to negotiate terms, move money, and enforce trust—which defeats the whole point of automation. and that’s where this part of the article misses the bigger picture imho. value and communication aren’t two separate concerns for autonomous agents - they’re two sides of the same coin. separating them adds friction. bundling them creates atomic, enforceable actions. one message, one contract, one payout - done. honestly, saying “the internet scaled because payments were separate” feels like saying “cities work better because streets didn’t come with electricity.” sure, maybe. but if we were designing something for machines from day one, wouldn’t we wire it all in from the start? the original internet left payments out and we ended up with ads, data mining, and a few megacorps controlling everything. maybe that separation wasn’t a feature - it was a flaw. we don’t have to repeat it, I think Virgenity

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ACP is Coase in reverse and Hayek on steroids by vaporising commerce costs and embedding live prices in every packet, it lets millions of micro-firms (AI agents) self-assemble into value chains that no top-down platform can keep pace with some late night musings... F.A. Hayek - When prices can form and adjust freely, the market self-organises. R. Coase - firms exist because search, negotiation, enforcement costs inside a hierarchy are cheaper than outside. joining the dots... if a protocol obliterates search/negotiation/enforcement costs and embeds a price signal in every interaction, you get a self-sorting, fine-grained economy that out-evolves any planned architecture ACP attacks the roots: 1. Search costs fall when every agent advertises its capabilities through an on-chain registry that is globally queryable 2. Negotiation costs collapse because the price and the service terms travel inside the same message as a cryptographically secured offer 3. Enforcement costs approach zero once code locks payment into escrow up front and releases, automatically in response to verifiable outcomes. Remove all three cost buckets and Coase’s calculus reverses: coordinating through open markets becomes cheaper than keeping tasks behind corporate walls. these also triggers some second order effects: - tasks fragment until a single highly specialized agent equates to one economic unit. - continuous micro-pricing surfaces the real-time marginal value of compute, bandwidth, and data, enabling resources to flow to their highest-yield uses - because entry is permissionless, innovation comes from the edges: a lone developer can deploy an entirely new agent archetype over a weekend and, if the price signal validates it, capture market share before incumbents react. this is an edge that Google's A2A will struggle to beat. maybe one day, an acquisition offer at the door? 🤤 but 1Bn in GMV first virgenity

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