Shoal Research
@Shoalresearch • 6,197 subscribers
Research firm at the cutting edge of the Agentic Economy and Capital Markets
Videos
Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy Shoal Signal with Corey Cooper, Senior Manager, DevRel at Circle, hosted by Zaddycoin We cover how Circle is building the agent money stack with $USDC, Arc, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM. 0:00 What Circle is building for agents 3:01 Why x402 matters for builders 6:54 USDC, gasless transfers, and facilitators 10:57 The Circle agent stack and nano payments 14:17 Who is using x402 and for what 16:46 Pay-per-use flattens the internet 19:50 A new persona, and $76 million transacted 23:03 What is missing for agent to agent 28:05 Every app has APIs, the TAM is trillions 29:26 Is SaaS dead 31:57 Discovery as the real value layer 36:28 How Circle curated its marketplace 41:23 Why it has to run on stablecoins 46:00 Cash App to agent in one second 49:38 Where the alpha is, trading on Robinhood 52:08 Try it yourself
Shoal Research20,758 views • 2 months ago
Agents Will Run Their Own Businesses: Inside Laso, agent payment cards, and Agent Commerce Shoal Signal with Hunter, Founder at Laso Finance, hosted by Zaddycoin We cover how Laso gives agents their own one-time-use cards to spend anywhere with no KYC, why self-sovereign spending is the through-line, where x402, Locus and Policy stack fit, why the real prize is agents starting their own businesses rather than shopping for you, and the AGI risk that could make frictionless agent payments unnecessary. 0:00 Intro and what Laso builds 2:35 Why one-time-use cards work 3:58 Self-sovereign spending and privacy 5:43 What agents actually buy 7:35 Agents running their own businesses 8:26 How an agent gets a card 11:49 x402, Locus, and Policy 15:43 Reading radio ads on TV 17:47 Markets two through twenty 24:09 Rethinking agent to agent commerce 29:50 What people get wrong 36:52 The AGI risk to Laso 43:48 Defensibility and the risks 45:40 The agent bank account coming 47:27 Betting on agent entrepreneurship 49:02 Closing alpha
Shoal Research10,762 views • 1 month ago
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