cryptopunk7213

So you’re telling me we’re going to fair launch ™️ a bunch of vibe-coded, single founder startups with 8-fig ARR until we force SEC to recognise tokens as equity?

Ship it.

So you’re telling me we’re going to fair launch ™️ a bunch of vibe-coded, single founder startups with 8-fig ARR* until we force SEC to recognise tokens as equity?

Ship it.

*estimates based on 1-hour trading fees

Let me get this straight,

Stablecoins are the way to capture the AI moat?

Tether launching their own AI Agent network

aka they're going to make USDT *the currency* agents use.

Stripe launched stablecoin bank accounts

aka they're *also* gunning for AI currency moat (they already have the agent SDK live)

...but then

Meta hinted they're launching a stablecoin

because they have one of the largest consumer distributions (WhatsApp)

Robinhood launching tokenized stocks

while already allowing people to buy via stablecoins via their in-app bank account.

Visa, Mastercard, Coinbase launched their own agent payment rails

this basically means it's about to become incredibly easy for people, agents & companies to transact amongst each other.

current world: text agents

tomorrows: agents that facilitate X% of economic activity.

Bitcoin at $98K.

Trump announcing 1st trade deal tmrw.

Everyone pouring their lives into chatGPT.

OpenAI dropping $3BN on coding agent.

Visa giving agents credit cards.

30% of Google’s code is now AI generated

8-fig ARR start-ups run by 1 person vibe-coding (many such cases)

Web3 teams pioneering distributed training research

but please

keep telling me how this sector is cooked

We're basically now in an AI Coding Agent arms race.

OpenAI just dropped $3BN on Windsurf,

Cursor raising $900M & Apple partnering with Anthropic to build their own.

they're all trying to platform the future zuckerburgs, musks

imagine owning the toolkit for building multi-trillion $ companies.

Personally think this provides a huge opportunity for an open source competitor.

One which makes it stupidly simple to:

- create + deploy smart contracts

- hookup any AI model & post-train it via RL gyms.

- inference any cloud or compute provider

- own & monetize your data.

the good news?

this is already being built by difference web3 players.

@virtuals_io @arcdotfun leveraging ACP & MCP to allow builders to make any kind of app.

@hyperbolic_labs lets you inference 99% of models,

@NousResearch just launched a bunch of open source RL environments that you can use to train your agent.

@vana lets you own your data & have it used to train models (and be paid from that).

@PluralisHQ working on allowing you to own the model you train.

open source web3 is the only industry that can compete here imo

slowly but surely.