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⚛ Exclusive | State of Algorand 2026 | Tokenization. Agentic Payments. Distressed Markets. The executive who scaled Android to billions of users at Google on Algorand's 2026 strategy: "There is no way an agent will wait T+3 days for a 50-cent transaction. It's just not going to happen." •... ALGO: SEC/CFTC digital commodity, quantum-ready • Tokenization: permissioned markets, institutional DeFi • Agentic payments: x402, NPP, AP2 live • xChain accounts: Algorand from any EVM wallet Google cited it 32 times. Coinbase agreed. 30% of Afghanistan's electricity payments run on Algorand today. The machine economy has its settlement layer. Generation Infinity | Algorand Foundation | Algorand | marcvl.algo🇺🇦 Full Interview:show more

Generation Infinity

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Algorand Exclusive 🔐 Your Crypto Has a Single Point of Failure. Pera Just Fixed It. We sat down with pera.algo on shared accounts, security, and the future of self-custody on ALGO. • Shared accounts: multi-sig made human • Weighted signatures: up to 16 accounts • Async and sync signing flows • Decentralized recovery built in • Ledger support added • Agents as multi-sig participants • Xchain accounts: EVM wallet linking soon • Pera 7: full React Native rebuild "Remove the human from the equation." One signature is one vulnerability. Shared accounts change that. Generation Infinity | Algorand | Algorand Foundation | 🥖LoafPickle🥒 Full Interview:

Algorand Exclusive 🔐 Your Crypto Has a Single Point of Failure. Pera Just Fixed It. We sat down with pera.algo on shared accounts, security, and the future of self-custody on ALGO. • Shared accounts: multi-sig made human • Weighted signatures: up to 16 accounts • Async and sync signing flows • Decentralized recovery built in • Ledger support added • Agents as multi-sig participants • Xchain accounts: EVM wallet linking soon • Pera 7: full React Native rebuild "Remove the human from the equation." One signature is one vulnerability. Shared accounts change that. Generation Infinity | Algorand | Algorand Foundation | 🥖LoafPickle🥒 Full Interview:

Generation Infinity

11,570 views • 4 months ago

ALGORAND QUIETLY HOSTS $294M IN TOKENIZED RWAS Algorand is now hosting roughly $294M in tokenized real-world assets, with Lofty's tokenized real estate platform leading the charge after crossing $99M TVL and $4M in rent payouts to onchain holders. The institutional layer is filling in alongside it. Midas-issued tokenized US Treasuries, VersaBank's USDVB pilot, and HesabPay (the world's largest UN-supported humanitarian payments program on a public blockchain) all run on $ALGO rails. Combined with post-quantum Falcon signatures live on mainnet, an SEC-CFTC digital commodity classification, and AlgoKit 4.0 incoming, $ALGO's RWA stack is one of the most complete in crypto and almost no one is talking about it.

ALGORAND QUIETLY HOSTS $294M IN TOKENIZED RWAS Algorand is now hosting roughly $294M in tokenized real-world assets, with Lofty's tokenized real estate platform leading the charge after crossing $99M TVL and $4M in rent payouts to onchain holders. The institutional layer is filling in alongside it. Midas-issued tokenized US Treasuries, VersaBank's USDVB pilot, and HesabPay (the world's largest UN-supported humanitarian payments program on a public blockchain) all run on $ALGO rails. Combined with post-quantum Falcon signatures live on mainnet, an SEC-CFTC digital commodity classification, and AlgoKit 4.0 incoming, $ALGO's RWA stack is one of the most complete in crypto and almost no one is talking about it.

BSCN

14,516 views • 3 months ago

🌐 Inside Algorand’s Biggest Updates: Liquid Auth, Payments, Post-Quantum and More We sat down with Pera to break down some of the most important developments happening inside the Algorand ecosystem right now. Here are the standouts: • Liquid Auth is Now Live A fully decentralized, passkey-based login that removes centralized choke points like WalletConnect. Built on Web2 standards, interoperable on day one, and designed for a future where apps, games, and Web3 accounts work seamlessly. • Real Progress on Payments USDC inflows and outflows are getting easier than ever. New partnerships are turning Para into a true finance app, not just a wallet. Bank accounts, direct deposits, remittances, and on-chain settlement blended into one experience. • Cross-Chain USDC and Swaps Allbridge, Exaswap, bridges, and credit-card on-ramps. Algorand is removing friction that stops most people from ever becoming active users. • Post-Quantum Infrastructure Falcon signatures, quantum-safe state proofs, and only one major component (VRF) left before the chain is fully post-quantum. Meanwhile, many networks are just beginning to think about this. • AI Agents, X402, and Machine-to-Machine Payments Early but real. Exactly where decentralized networks need to be heading. Algorand is working towards abstracting crypto and eliminating complexity, a world where people don’t even realize they’re using blockchain. It just works. Podcast powered by Algorand Foundation

🌐 Inside Algorand’s Biggest Updates: Liquid Auth, Payments, Post-Quantum and More We sat down with Pera to break down some of the most important developments happening inside the Algorand ecosystem right now. Here are the standouts: • Liquid Auth is Now Live A fully decentralized, passkey-based login that removes centralized choke points like WalletConnect. Built on Web2 standards, interoperable on day one, and designed for a future where apps, games, and Web3 accounts work seamlessly. • Real Progress on Payments USDC inflows and outflows are getting easier than ever. New partnerships are turning Para into a true finance app, not just a wallet. Bank accounts, direct deposits, remittances, and on-chain settlement blended into one experience. • Cross-Chain USDC and Swaps Allbridge, Exaswap, bridges, and credit-card on-ramps. Algorand is removing friction that stops most people from ever becoming active users. • Post-Quantum Infrastructure Falcon signatures, quantum-safe state proofs, and only one major component (VRF) left before the chain is fully post-quantum. Meanwhile, many networks are just beginning to think about this. • AI Agents, X402, and Machine-to-Machine Payments Early but real. Exactly where decentralized networks need to be heading. Algorand is working towards abstracting crypto and eliminating complexity, a world where people don’t even realize they’re using blockchain. It just works. Podcast powered by Algorand Foundation

Generation Infinity

133,046 views • 9 months ago

THE x402 META IS HERE BUT $SUI's ALREADY LOCKED IN A SEAT AT GOOGLE’S TABLE 👀 AP2 is Google's Agent Payments Protocol, built for autonomous, machine-to-machine payments Over 60 organizations are contributing to the standard Only a handful are blockchains Sui is one of them 💯 It supports atomic, conditional payments with secure routing between digital agents The kind of architecture Sui was built to handle It’s open-source, donated to the Linux Foundation, and aimed at powering agentic commerce across AI, IoT, and Web3 From object-based design to composability and high throughput, Sui’s stack is aligned with the needs of real-time, autonomous commerce This is a credibility unlock. It anchors Sui to a real-world protocol backed by one of the most powerful players in AI and cloud infrastructure It's also an ecosystem opportunity Developers can now explore AP2-integrated use cases on Sui: agent-led payments, decentralized marketplaces, IoT transactions That leads to usage Which drives utility Which fuels $SUI There's still a lot to build But the alignment is no longer speculative Google picked Sui to help shape the standard Watch what that unlocks

THE x402 META IS HERE BUT $SUI's ALREADY LOCKED IN A SEAT AT GOOGLE’S TABLE 👀 AP2 is Google's Agent Payments Protocol, built for autonomous, machine-to-machine payments Over 60 organizations are contributing to the standard Only a handful are blockchains Sui is one of them 💯 It supports atomic, conditional payments with secure routing between digital agents The kind of architecture Sui was built to handle It’s open-source, donated to the Linux Foundation, and aimed at powering agentic commerce across AI, IoT, and Web3 From object-based design to composability and high throughput, Sui’s stack is aligned with the needs of real-time, autonomous commerce This is a credibility unlock. It anchors Sui to a real-world protocol backed by one of the most powerful players in AI and cloud infrastructure It's also an ecosystem opportunity Developers can now explore AP2-integrated use cases on Sui: agent-led payments, decentralized marketplaces, IoT transactions That leads to usage Which drives utility Which fuels $SUI There's still a lot to build But the alignment is no longer speculative Google picked Sui to help shape the standard Watch what that unlocks

eye zen hour 🥶

13,227 views • 10 months ago

INFINIT partners with Google and GoogleCloudTech to bring agentic finance to millions. Anyone can access INFINIT's AI Agents for agentic coordination in their financial apps. This partnership marks the first step towards INFINIT becoming the universal infrastructure for agentic finance. This is the foundation for agentic finance at scale. Proven in DeFi, Built for Global Finance INFINIT has proven sophisticated agent coordination in DeFi: • 559,000+ Wallets • 506,000+ DeFi Conversations • 633,000+ Agent Transactions DeFi was the start. Next is scaling these capabilities to millions of developers building the future of agentic finance. A2A Integration Unlocks Exponential Distribution INFINIT integrates with Agent2Agent (A2A), Google's open standard for AI agent interoperability. This transforms how developers access INFINIT's DeFi capabilities. Every application adopting A2A automatically gains access to INFINIT's agent infrastructure, exponentially expanding reach from individual partnerships to ecosystem-wide distribution. Any application can now integrate INFINIT's agentic coordination capabilities: • Wallets requiring intelligent portfolio management • Trading platforms executing cross-chain strategies • Financial services building autonomous yield optimization • Portfolio managers coordinating multi-protocol operations Developers integrate sophisticated agentic coordination in a matter of hours, while users access advanced financial strategies with agentic coordination. Google's AI Infrastructure That Enables Agentic Finance Google Cloud's Vertex AI provides the foundation enabling INFINIT's agent coordination at scale with these capabilities: 1. Specialization: Vertex AI's Model Garden lets INFINIT's infrastructure to automatically select the optimal LLM for each natural language query. 2. Personalization: Vertex AI's RAG Engine processes massive on-chain and off-chain data, enabling agents to understand user history, market conditions, and protocol details providing complete context to AI agents. 3. Accuracy: Gemini's capability feeds complete instructions to all 30+ agents across multiple blockchains without compromises resulting in zero hallucination in financial execution. The Vision: From DeFi to Payments to Complete Financial Coordination This is only the beginning of INFINIT and Google's collaboration. Google recently launched its Agent Payments Protocol (AP2) as an extension of A2A - enabling autonomous commerce across 60+ partners including American Express, Mastercard, PayPal, Coinbase, and Revolut. Agents will be able to execute purchases, coordinate bookings, and manage delegated financial tasks autonomously, starting from payments. The next stage entails sophisticated agentic coordination beyond simple transactions. INFINIT provides this through A2A-compatible DeFi infrastructure where agents orchestrate: • Personalized yield optimization • Cross-chain liquidity management • Portfolio rebalancing across protocols • Multi-step strategy execution As the agentic payment ecosystem matures, INFINIT becomes the infrastructure enabling agents to not only spend capital, but strategically manage and grow it. From standalone DeFi agents to the universal infrastructure for global agentic finance. This partnership and integration with Google and Google Cloud positions INFINIT as a key building block for agentic finance, helping shape a more transparent, efficient, and accessible financial system. The future of finance is agentic. The foundation is INFINIT.

INFINIT partners with Google and GoogleCloudTech to bring agentic finance to millions. Anyone can access INFINIT's AI Agents for agentic coordination in their financial apps. This partnership marks the first step towards INFINIT becoming the universal infrastructure for agentic finance. This is the foundation for agentic finance at scale. Proven in DeFi, Built for Global Finance INFINIT has proven sophisticated agent coordination in DeFi: • 559,000+ Wallets • 506,000+ DeFi Conversations • 633,000+ Agent Transactions DeFi was the start. Next is scaling these capabilities to millions of developers building the future of agentic finance. A2A Integration Unlocks Exponential Distribution INFINIT integrates with Agent2Agent (A2A), Google's open standard for AI agent interoperability. This transforms how developers access INFINIT's DeFi capabilities. Every application adopting A2A automatically gains access to INFINIT's agent infrastructure, exponentially expanding reach from individual partnerships to ecosystem-wide distribution. Any application can now integrate INFINIT's agentic coordination capabilities: • Wallets requiring intelligent portfolio management • Trading platforms executing cross-chain strategies • Financial services building autonomous yield optimization • Portfolio managers coordinating multi-protocol operations Developers integrate sophisticated agentic coordination in a matter of hours, while users access advanced financial strategies with agentic coordination. Google's AI Infrastructure That Enables Agentic Finance Google Cloud's Vertex AI provides the foundation enabling INFINIT's agent coordination at scale with these capabilities: 1. Specialization: Vertex AI's Model Garden lets INFINIT's infrastructure to automatically select the optimal LLM for each natural language query. 2. Personalization: Vertex AI's RAG Engine processes massive on-chain and off-chain data, enabling agents to understand user history, market conditions, and protocol details providing complete context to AI agents. 3. Accuracy: Gemini's capability feeds complete instructions to all 30+ agents across multiple blockchains without compromises resulting in zero hallucination in financial execution. The Vision: From DeFi to Payments to Complete Financial Coordination This is only the beginning of INFINIT and Google's collaboration. Google recently launched its Agent Payments Protocol (AP2) as an extension of A2A - enabling autonomous commerce across 60+ partners including American Express, Mastercard, PayPal, Coinbase, and Revolut. Agents will be able to execute purchases, coordinate bookings, and manage delegated financial tasks autonomously, starting from payments. The next stage entails sophisticated agentic coordination beyond simple transactions. INFINIT provides this through A2A-compatible DeFi infrastructure where agents orchestrate: • Personalized yield optimization • Cross-chain liquidity management • Portfolio rebalancing across protocols • Multi-step strategy execution As the agentic payment ecosystem matures, INFINIT becomes the infrastructure enabling agents to not only spend capital, but strategically manage and grow it. From standalone DeFi agents to the universal infrastructure for global agentic finance. This partnership and integration with Google and Google Cloud positions INFINIT as a key building block for agentic finance, helping shape a more transparent, efficient, and accessible financial system. The future of finance is agentic. The foundation is INFINIT.

INFINIT

176,699 views • 10 months ago

⏳ NEW: Archax | Regulated Infrastructure for Tokenized Capital Markets Graham Rodford (Graham) explains why tokenization is not about creating new assets, but making existing ones more useful. Onchain assets are not speculative by default. They are the same assets, with added utility. Transferability. Programmability. 24/7 settlement. Founded in 2018 as the UK’s first regulated digital asset securities platform, Archax Archax Crypto focused on market structure long before institutions were ready. Now the shift is underway. Key themes from the conversation: • The future of regulated digital money • Shift from pilots to live institutional deployment • Stablecoins vs tokenized deposits • Institutions aligning on multichain infrastructure • Why networks like Hedera & Canton Network are gaining traction in enterprise adoption Digital cash & tokenized RWAs interacting on the same ledger(s) will change everything... Archax actively engages with multiple networks including Hedera, Canton, XRP Ledger, Algorand, XDC, Solana and many others as regulated finance moves onchain. “We’re moving from ‘will this happen?’ to ‘everyone is doing this.’” Full interview:

⏳ NEW: Archax | Regulated Infrastructure for Tokenized Capital Markets Graham Rodford (Graham) explains why tokenization is not about creating new assets, but making existing ones more useful. Onchain assets are not speculative by default. They are the same assets, with added utility. Transferability. Programmability. 24/7 settlement. Founded in 2018 as the UK’s first regulated digital asset securities platform, Archax Archax Crypto focused on market structure long before institutions were ready. Now the shift is underway. Key themes from the conversation: • The future of regulated digital money • Shift from pilots to live institutional deployment • Stablecoins vs tokenized deposits • Institutions aligning on multichain infrastructure • Why networks like Hedera & Canton Network are gaining traction in enterprise adoption Digital cash & tokenized RWAs interacting on the same ledger(s) will change everything... Archax actively engages with multiple networks including Hedera, Canton, XRP Ledger, Algorand, XDC, Solana and many others as regulated finance moves onchain. “We’re moving from ‘will this happen?’ to ‘everyone is doing this.’” Full interview:

Generation Infinity

96,319 views • 7 months ago

I just watched a machine buy something on Stripe. No card. No human. No checkout. Stripe Dev shipped it yesterday — machine payments, live in preview. Commerce isn't designed for machines. --- We need to re-organize around that thought. It is designed for humans. He's right. Every fraud model, every auth flow, every billing system we've built assumes a person is on the other end. Agents break all of it. They need - Microtransactions. - 24/7 rails. - HTTP-native settlement (!!) - Finality guarantees. - No subscriptions. No accounts. - Pay at the point of consumption and move on. Cards weren't designed for this. Nothing was. --- So it needs to be completely rethought Now on Stripe Agents can now pay for API calls, compute, and data through the same PaymentIntents API millions of businesses already use. Settled in seconds. --- Stripe says billions the billions of humans will lead to trillions of agents. If even 10% of that plays out, machine payments become the fastest-growing payment category on earth. --- But here's the part that keeps me up at night — If every PSP builds its own proprietary agent payment flow, we repeat the same fragmentation mess that took human payments 15 years to sort out. We need internet native, IETF-grade, ready-for-scale standards that don't over-index on crypto. Protocols that work across any network, any rail, any provider. --- Stripe just proved the market is coming. Now we need protocols and infrastructure ready for scale. PS. Machine is a better word than agentic isn't it.

I just watched a machine buy something on Stripe. No card. No human. No checkout. Stripe Dev shipped it yesterday — machine payments, live in preview. Commerce isn't designed for machines. --- We need to re-organize around that thought. It is designed for humans. He's right. Every fraud model, every auth flow, every billing system we've built assumes a person is on the other end. Agents break all of it. They need - Microtransactions. - 24/7 rails. - HTTP-native settlement (!!) - Finality guarantees. - No subscriptions. No accounts. - Pay at the point of consumption and move on. Cards weren't designed for this. Nothing was. --- So it needs to be completely rethought Now on Stripe Agents can now pay for API calls, compute, and data through the same PaymentIntents API millions of businesses already use. Settled in seconds. --- Stripe says billions the billions of humans will lead to trillions of agents. If even 10% of that plays out, machine payments become the fastest-growing payment category on earth. --- But here's the part that keeps me up at night — If every PSP builds its own proprietary agent payment flow, we repeat the same fragmentation mess that took human payments 15 years to sort out. We need internet native, IETF-grade, ready-for-scale standards that don't over-index on crypto. Protocols that work across any network, any rail, any provider. --- Stripe just proved the market is coming. Now we need protocols and infrastructure ready for scale. PS. Machine is a better word than agentic isn't it.

Simon Taylor

32,667 views • 6 months ago

$Last week, Mastercard, Visa, Ripple & Coinbase 🛡️ all shipped payment rails for AI agents. Every one of them reached for stablecoins Instead of traditional cards. A choice that is the whole story 👇🏻 ◢ An unpriced problem Card networks are built around a human pressing approve. One purchase, one confirmation, a fee that only makes sense above a certain size. Agents don’t work like that. They pay continuously, programmatically, often in fractions of a cent, for things like an API call or a second of compute. A bot paying $0.004 a thousand times an hour is a transaction pattern the card model physically can’t process at a profit. The rails we built for people don’t fit the machines. ◢ Four giants, one answer On june 3 mastercard opened card settlement in stablecoins across eight chains. On june 10 it launched Agent Pay for Machines, letting agents settle in stablecoins with permissions recorded onchain. The same day, ripple shipped a toolkit putting RLUSD and the x402 standard under agent payments, visa announced an agentic commerce tie-up with openai, and coinbase switched on agentic trading. Four of the biggest names in payments moved in a single week and all landed on the same primitive. ◢ Why it had to be stablecoins Strip out the branding and the requirements are mechanical. The money has to be programmable, so code can hold and move it without a bank in the loop. It has to clear sub-cent payments, which card fees make impossible. It also has to settle in seconds with finality, because that’s the speed agents run at. And it has to be always on, because machines don’t take weekends. A dollar in a bank account fails most of those, while a dollar as a stablecoin passes all of them. ◢ Conclusive Insights For years stablecoins were pitched at consumers who already had working banks and mostly didn’t bite. The adoption story kept underdelivering because the product was aimed at the wrong buyer. The agent economy doesn’t have that problem. It has no legacy banking relationship, no human patience, and no other option that clears at machine speed. The demand that stablecoins were always promised is finally showing up, but not from the customer everyone expected. My take: the entire stablecoin debate was framed around human payments, which is why it kept stalling.$

Last week, Mastercard, Visa, Ripple & Coinbase 🛡️ all shipped payment rails for AI agents. Every one of them reached for stablecoins Instead of traditional cards. A choice that is the whole story 👇🏻 ◢ An unpriced problem Card networks are built around a human pressing approve. One purchase, one confirmation, a fee that only makes sense above a certain size. Agents don’t work like that. They pay continuously, programmatically, often in fractions of a cent, for things like an API call or a second of compute. A bot paying $0.004 a thousand times an hour is a transaction pattern the card model physically can’t process at a profit. The rails we built for people don’t fit the machines. ◢ Four giants, one answer On june 3 mastercard opened card settlement in stablecoins across eight chains. On june 10 it launched Agent Pay for Machines, letting agents settle in stablecoins with permissions recorded onchain. The same day, ripple shipped a toolkit putting RLUSD and the x402 standard under agent payments, visa announced an agentic commerce tie-up with openai, and coinbase switched on agentic trading. Four of the biggest names in payments moved in a single week and all landed on the same primitive. ◢ Why it had to be stablecoins Strip out the branding and the requirements are mechanical. The money has to be programmable, so code can hold and move it without a bank in the loop. It has to clear sub-cent payments, which card fees make impossible. It also has to settle in seconds with finality, because that’s the speed agents run at. And it has to be always on, because machines don’t take weekends. A dollar in a bank account fails most of those, while a dollar as a stablecoin passes all of them. ◢ Conclusive Insights For years stablecoins were pitched at consumers who already had working banks and mostly didn’t bite. The adoption story kept underdelivering because the product was aimed at the wrong buyer. The agent economy doesn’t have that problem. It has no legacy banking relationship, no human patience, and no other option that clears at machine speed. The demand that stablecoins were always promised is finally showing up, but not from the customer everyone expected. My take: the entire stablecoin debate was framed around human payments, which is why it kept stalling.

Onur 🍌🦍

13,727 views • 2 months ago

Big news for Avalanche 🔺 Anthony Scaramucci , founder of SkyBridge, just became lead advisor of AVAX One, the first NASDAQ-listed company built around Avalanche🔺 . Backed by Hivemind and the Avalanche Foundation, the plan is to raise $550M for a digital asset treasury dedicated to AVAX. So what does this mean? • Institutional gateway: For the first time, Wall Street investors will have a regulated, publicly traded vehicle to get direct exposure to Avalanche. • Massive bet on tokenization: Scaramucci compared Avalanche to a “Swiss Army knife” of blockchains thanks to its subnets, giving enterprises flexibility to customize and scale. • Adoption momentum: BlackRock, Visa, and JPMorgan are already experimenting with Avalanche to tokenize funds, payments, and even potentially stocks. • Focused growth: AVAX One’s first move is disciplined accumulation of AVAX with staking yield + long-term upside. From there, the company will invest into fintechs and onboard them onto Avalanche, creating a self-reinforcing cycle of adoption. • Scaramucci made it clear: while we live in a multi-chain world, Avalanche is uniquely positioned to lead in tokenization because of its enterprise tools and real-world integrations. AVAX One bridges traditional capital markets with on-chain finance, giving institutional players a trusted way to go all-in on Avalanche. The institutional era of Avalanche has officially arrived. 🔺

Big news for Avalanche 🔺 Anthony Scaramucci , founder of SkyBridge, just became lead advisor of AVAX One, the first NASDAQ-listed company built around Avalanche🔺 . Backed by Hivemind and the Avalanche Foundation, the plan is to raise $550M for a digital asset treasury dedicated to AVAX. So what does this mean? • Institutional gateway: For the first time, Wall Street investors will have a regulated, publicly traded vehicle to get direct exposure to Avalanche. • Massive bet on tokenization: Scaramucci compared Avalanche to a “Swiss Army knife” of blockchains thanks to its subnets, giving enterprises flexibility to customize and scale. • Adoption momentum: BlackRock, Visa, and JPMorgan are already experimenting with Avalanche to tokenize funds, payments, and even potentially stocks. • Focused growth: AVAX One’s first move is disciplined accumulation of AVAX with staking yield + long-term upside. From there, the company will invest into fintechs and onboard them onto Avalanche, creating a self-reinforcing cycle of adoption. • Scaramucci made it clear: while we live in a multi-chain world, Avalanche is uniquely positioned to lead in tokenization because of its enterprise tools and real-world integrations. AVAX One bridges traditional capital markets with on-chain finance, giving institutional players a trusted way to go all-in on Avalanche. The institutional era of Avalanche has officially arrived. 🔺

Ukin

34,720 views • 11 months ago

CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"

CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"

CoinDesk

16,529 views • 3 months ago

Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s digital asset AUM comes from net new crypto-native customers - Ondo’s tokenized ETFs: permissionless, 24/7, usable as DeFi collateral like stablecoins for stocks - AI agents will need blockchain rails to execute 183 trillion in machine-to-machine transactions - A crypto whale bought $50M of Google stock in a single trade. Education incoming. - The headline for mission accomplished: net new inflows to tokenized products exceed off-chain launches 01:57 Franklin Templeton Tokenizing in 2019 03:37 Proving Blockchain Efficiency to the SEC 04:30 The Transfer Agent Advantage 05:55 How Ondo Tokenizes Stocks and ETFs 08:15 How Ondo’s Tokenization Relate 09:05 Why Permissionless Wrappers Unlock Global Capital Markets 10:48 The Real Reason Crypto Wants 24/7 Trading Access 12:02 Stablecoins vs Web2 Fintech: Why Blockchain Wins 13:05 Real-Time Settlement: The Death of T+2 14:22 Smart Contracts That Program Investor Protections 16:29 24/7 Markets Create More Demand 17:02 Why AI Agents Need Tokenization 18:04 $183 Trillion in AI Agent Transactions by 2030 19:01 Legacy Systems Can't Handle Machine-to-Machine Commerce 20:17 Tokenization: The Bridge to Institutional Crypto Allocations 21:04 Why TradFi Needs Crypto's Innovation Stack 22:02 Permissionless Wrappers: Why KYC Doesn't Scale for Agents 23:37 The Moment Franklin Templeton Decided to Partner with Ondo 25:14 Why Permissionless Tokens Scare Traditional Firms 27:29 100% of Franklin's Digital Assets Come From Crypto Natives 30:01 Opening Net New Distribution Channels, Not Just Products 33:20 Success Metrics: Assets, Thought Partnership, and Experimentation 35:07 Educating Crypto Natives on Diversification and ETFs 36:53 When $200M Bitcoin Holders Discover Traditional Assets 38:14 The Generational Shift: Crypto Natives Meet TradFi

Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s digital asset AUM comes from net new crypto-native customers - Ondo’s tokenized ETFs: permissionless, 24/7, usable as DeFi collateral like stablecoins for stocks - AI agents will need blockchain rails to execute 183 trillion in machine-to-machine transactions - A crypto whale bought $50M of Google stock in a single trade. Education incoming. - The headline for mission accomplished: net new inflows to tokenized products exceed off-chain launches 01:57 Franklin Templeton Tokenizing in 2019 03:37 Proving Blockchain Efficiency to the SEC 04:30 The Transfer Agent Advantage 05:55 How Ondo Tokenizes Stocks and ETFs 08:15 How Ondo’s Tokenization Relate 09:05 Why Permissionless Wrappers Unlock Global Capital Markets 10:48 The Real Reason Crypto Wants 24/7 Trading Access 12:02 Stablecoins vs Web2 Fintech: Why Blockchain Wins 13:05 Real-Time Settlement: The Death of T+2 14:22 Smart Contracts That Program Investor Protections 16:29 24/7 Markets Create More Demand 17:02 Why AI Agents Need Tokenization 18:04 $183 Trillion in AI Agent Transactions by 2030 19:01 Legacy Systems Can't Handle Machine-to-Machine Commerce 20:17 Tokenization: The Bridge to Institutional Crypto Allocations 21:04 Why TradFi Needs Crypto's Innovation Stack 22:02 Permissionless Wrappers: Why KYC Doesn't Scale for Agents 23:37 The Moment Franklin Templeton Decided to Partner with Ondo 25:14 Why Permissionless Tokens Scare Traditional Firms 27:29 100% of Franklin's Digital Assets Come From Crypto Natives 30:01 Opening Net New Distribution Channels, Not Just Products 33:20 Success Metrics: Assets, Thought Partnership, and Experimentation 35:07 Educating Crypto Natives on Diversification and ETFs 36:53 When $200M Bitcoin Holders Discover Traditional Assets 38:14 The Generational Shift: Crypto Natives Meet TradFi

Pantera Capital

27,104 views • 4 months ago

In the latest episode of Professionally Curious 🧠, Joanna Cook @ SOON📍🇺🇸 🗽 (AI 🦞Arc) sits down with Nemil Dalal, one of the most recognizable minds shaping modern crypto — from his early Y Combinator days to leading product innovation at Coinbase, and now pushing forward the next frontier with X402. Nemil opens up about his unconventional crypto origin story, the internal cultural evolution at Coinbase, and what it took for the company to shift from “just an exchange” into a force driving open standards, infrastructure, and developer ecosystems. He talks candidly about product velocity, philosophical disagreements, and why crypto needed a reset toward programmability and open protocols. Joanna and Nemil break down why X402 exists, what it unlocks for AI-native finance, and how integrating payments directly into the internet changes everything — from commerce to capital markets to how users interact with apps. They explore how stablecoins were only the first chapter, and why the world is inevitably moving toward millions of tokens, programmable markets, and agent-driven transaction layers. Think ahead: AI agents executing trades, routing payments, rebalancing portfolios, settling invoices, and powering prediction markets — all through a universal open standard. A world where every app can pay, transact, and coordinate without friction. This episode dives into the architecture behind it 👇 SOON takeaway: Our work with X402 isn’t theoretical. Joanna discusses how SOON’s high-performance SVM infra and our on-chain prediction experiments surfaced exactly the type of bottlenecks Nemil describes — blockspace saturation, facilitator constraints, and UX limitations. It’s reaffirmed why open coordination layers like X402 matter, and why building in public with community feedback is the only way to get this right. Key themes: • Why Coinbase’s culture needed to evolve • Programmability as the next era of finance • Stablecoins as the gateway to millions of assets • AI agents reshaping how users interact with crypto • X402 as the payment layer of the internet • Open standards vs walled-garden platforms • The growing demand for real use cases • Hackathons as catalysts for new ecosystems • Bridging Web2 familiarity with Web3 autonomy • Community-led innovation across protocols ⏱️ Timestamps 00:00 – Performance metrics & scalability questions 00:31 – Coinbase’s cultural pivot toward innovation 03:38 – Nemil’s personal journey into crypto 06:32 – The future of crypto founders’ ecosystems 09:35 – Philosophical foundations of the X402 protocol 15:29 – Open standards & the role of community 21:37 – AI + commerce: new use cases emerging 23:09 – Hackathons as engines of innovation 24:14 – Practical bridges from Web2 → Web3 25:07 – AI capital markets & internet-native payments 26:16 – Tokenization, blockchains & market structure 27:44 – Prediction markets + AI integration 31:10 – Designing user-friendly crypto UX 33:10 – High-performance infra & dev tooling 35:37 – Collaboration across the ecosystem 40:21 – Spicy takes about crypto’s future

In the latest episode of Professionally Curious 🧠, Joanna Cook @ SOON📍🇺🇸 🗽 (AI 🦞Arc) sits down with Nemil Dalal, one of the most recognizable minds shaping modern crypto — from his early Y Combinator days to leading product innovation at Coinbase, and now pushing forward the next frontier with X402. Nemil opens up about his unconventional crypto origin story, the internal cultural evolution at Coinbase, and what it took for the company to shift from “just an exchange” into a force driving open standards, infrastructure, and developer ecosystems. He talks candidly about product velocity, philosophical disagreements, and why crypto needed a reset toward programmability and open protocols. Joanna and Nemil break down why X402 exists, what it unlocks for AI-native finance, and how integrating payments directly into the internet changes everything — from commerce to capital markets to how users interact with apps. They explore how stablecoins were only the first chapter, and why the world is inevitably moving toward millions of tokens, programmable markets, and agent-driven transaction layers. Think ahead: AI agents executing trades, routing payments, rebalancing portfolios, settling invoices, and powering prediction markets — all through a universal open standard. A world where every app can pay, transact, and coordinate without friction. This episode dives into the architecture behind it 👇 SOON takeaway: Our work with X402 isn’t theoretical. Joanna discusses how SOON’s high-performance SVM infra and our on-chain prediction experiments surfaced exactly the type of bottlenecks Nemil describes — blockspace saturation, facilitator constraints, and UX limitations. It’s reaffirmed why open coordination layers like X402 matter, and why building in public with community feedback is the only way to get this right. Key themes: • Why Coinbase’s culture needed to evolve • Programmability as the next era of finance • Stablecoins as the gateway to millions of assets • AI agents reshaping how users interact with crypto • X402 as the payment layer of the internet • Open standards vs walled-garden platforms • The growing demand for real use cases • Hackathons as catalysts for new ecosystems • Bridging Web2 familiarity with Web3 autonomy • Community-led innovation across protocols ⏱️ Timestamps 00:00 – Performance metrics & scalability questions 00:31 – Coinbase’s cultural pivot toward innovation 03:38 – Nemil’s personal journey into crypto 06:32 – The future of crypto founders’ ecosystems 09:35 – Philosophical foundations of the X402 protocol 15:29 – Open standards & the role of community 21:37 – AI + commerce: new use cases emerging 23:09 – Hackathons as engines of innovation 24:14 – Practical bridges from Web2 → Web3 25:07 – AI capital markets & internet-native payments 26:16 – Tokenization, blockchains & market structure 27:44 – Prediction markets + AI integration 31:10 – Designing user-friendly crypto UX 33:10 – High-performance infra & dev tooling 35:37 – Collaboration across the ecosystem 40:21 – Spicy takes about crypto’s future

SOON - Solana Optimistic Network (Mainnet Arc)

38,868 views • 9 months ago

𝐓𝐡𝐞 𝟐𝟎𝟐𝟔 𝐖𝐨𝐫𝐥𝐝 𝐂𝐮𝐩 𝐰𝐢𝐥𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞 𝐦𝐨𝐫𝐞 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐭𝐡𝐚𝐧 𝐚𝐧𝐲 𝐬𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐞𝐯𝐞𝐧𝐭 𝐢𝐧 𝐡𝐢𝐬𝐭𝐨𝐫𝐲. Most people will use sportsbooks. A few will discover something better. Here's why the World Cup is actually POTS MARKET Market biggest moment. Every match carries dozens of predictable outcomes, not just who wins, but scorelines, goalscorers, red cards, halftime leads, VAR decisions. Traditional sportsbooks will process billions in bets. And keep most of it. Here is the problem with sportsbooks that nobody talks about: They set the odds. Not the market. Which means the house always has an edge baked in before you place a single bet. You're not trading against the market, you're trading against a company whose entire business model depends on you losing. That's not a prediction market. That's a casino with a football shirt on. Prediction markets are different. The odds aren't set by a company. They're set by the collective intelligence of everyone participating. When millions of people put real money behind their beliefs, the market finds truth faster than any analyst, pundit, or algorithm working alone. This is why prediction markets outperform polls, pundits, and press releases, every single time. Now here's where POTS Market changes the game entirely. POTS MONEY has a dedicated sports vertical, built specifically for football, basketball, and esports. Not a generic market with a football category tucked in the corner. A tailored module optimized for the way sports prediction actually works, short windows, live data, rapid settlement. 64 World Cup matches = 64 live prediction markets. Each one open, on-chain, transparent. But the real edge is not the markets themselves. It's the capital layer underneath them. On a traditional sportsbook, every bet locks your full stake. You place £100, that £100 is gone until settlement. POTS Money changes this. The DeFi lending primitive means you can collateralize positions and optimize capital across multiple markets simultaneously, without locking up dead capital on each one. That's not betting. That's portfolio management. And then there's the AI layer. Via MCP (Model Context Protocol), you can deploy autonomous trading agents that monitor live match data and execute positions based on your pre-set strategy. Imagine this: Agent monitors possession stats in real time Detects a momentum shift at the 60th minute Auto-places a position on the next goalscorer market before the crowd even reacts 𝙏𝙝𝙖𝙩'𝙨 𝙣𝙤𝙩 𝙖 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣. 𝙏𝙝𝙖𝙩'𝙨 𝙖𝙣 𝙚𝙙𝙜𝙚 Compare the two worlds side by side: Sportsbook: ❌ House sets the odds ❌ Geo-restricted ❌ Capital locked per bet ❌ No automation ❌ Withdraw only when they allow it POTS Market: ✅ Market sets the odds ✅ Open and on-chain ✅ Capital efficient via DeFi lending ✅ AI agents execute your strategy ✅ Fully collateralized, transparent settlement One of these is built for the next decade. The other is built for the last one. The timing is not a coincidence. POTS Market launches Q2 2026, right as World Cup fever peaks globally. Q1 2026 — MVP + Polymarket integration ✅ Q2 2026 — Market Launch + DeFi lending beta 👈 we are here Q3-Q4 2026 — Skill Hub + Sub-accounts 2027+ — DAO governance + cross-chain The infrastructure is ready exactly when the biggest prediction event on earth arrives. That's timing. The 2026 World Cup will mint the first generation of serious prediction market traders. Most will start on sportsbooks. The ones who do their research will end up on POTS. From trusting the house to trusting the market. From locked capital to capital efficiency. From punting to positioning. POTS MARKET POTS MONEY, the World Cup just became a DeFi event.

𝐓𝐡𝐞 𝟐𝟎𝟐𝟔 𝐖𝐨𝐫𝐥𝐝 𝐂𝐮𝐩 𝐰𝐢𝐥𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞 𝐦𝐨𝐫𝐞 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐭𝐡𝐚𝐧 𝐚𝐧𝐲 𝐬𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐞𝐯𝐞𝐧𝐭 𝐢𝐧 𝐡𝐢𝐬𝐭𝐨𝐫𝐲. Most people will use sportsbooks. A few will discover something better. Here's why the World Cup is actually POTS MARKET Market biggest moment. Every match carries dozens of predictable outcomes, not just who wins, but scorelines, goalscorers, red cards, halftime leads, VAR decisions. Traditional sportsbooks will process billions in bets. And keep most of it. Here is the problem with sportsbooks that nobody talks about: They set the odds. Not the market. Which means the house always has an edge baked in before you place a single bet. You're not trading against the market, you're trading against a company whose entire business model depends on you losing. That's not a prediction market. That's a casino with a football shirt on. Prediction markets are different. The odds aren't set by a company. They're set by the collective intelligence of everyone participating. When millions of people put real money behind their beliefs, the market finds truth faster than any analyst, pundit, or algorithm working alone. This is why prediction markets outperform polls, pundits, and press releases, every single time. Now here's where POTS Market changes the game entirely. POTS MONEY has a dedicated sports vertical, built specifically for football, basketball, and esports. Not a generic market with a football category tucked in the corner. A tailored module optimized for the way sports prediction actually works, short windows, live data, rapid settlement. 64 World Cup matches = 64 live prediction markets. Each one open, on-chain, transparent. But the real edge is not the markets themselves. It's the capital layer underneath them. On a traditional sportsbook, every bet locks your full stake. You place £100, that £100 is gone until settlement. POTS Money changes this. The DeFi lending primitive means you can collateralize positions and optimize capital across multiple markets simultaneously, without locking up dead capital on each one. That's not betting. That's portfolio management. And then there's the AI layer. Via MCP (Model Context Protocol), you can deploy autonomous trading agents that monitor live match data and execute positions based on your pre-set strategy. Imagine this: Agent monitors possession stats in real time Detects a momentum shift at the 60th minute Auto-places a position on the next goalscorer market before the crowd even reacts 𝙏𝙝𝙖𝙩'𝙨 𝙣𝙤𝙩 𝙖 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣. 𝙏𝙝𝙖𝙩'𝙨 𝙖𝙣 𝙚𝙙𝙜𝙚 Compare the two worlds side by side: Sportsbook: ❌ House sets the odds ❌ Geo-restricted ❌ Capital locked per bet ❌ No automation ❌ Withdraw only when they allow it POTS Market: ✅ Market sets the odds ✅ Open and on-chain ✅ Capital efficient via DeFi lending ✅ AI agents execute your strategy ✅ Fully collateralized, transparent settlement One of these is built for the next decade. The other is built for the last one. The timing is not a coincidence. POTS Market launches Q2 2026, right as World Cup fever peaks globally. Q1 2026 — MVP + Polymarket integration ✅ Q2 2026 — Market Launch + DeFi lending beta 👈 we are here Q3-Q4 2026 — Skill Hub + Sub-accounts 2027+ — DAO governance + cross-chain The infrastructure is ready exactly when the biggest prediction event on earth arrives. That's timing. The 2026 World Cup will mint the first generation of serious prediction market traders. Most will start on sportsbooks. The ones who do their research will end up on POTS. From trusting the house to trusting the market. From locked capital to capital efficiency. From punting to positioning. POTS MARKET POTS MONEY, the World Cup just became a DeFi event.

KIMMY OF GOOD LIFE 😍

21,955 views • 3 months ago

🇦🇺 Hedera Just Completed the Most Advanced Tokenization in Australia's History Reserve Bank of Australia's Project Acacia used real central bank money. "We're not doing POCs anymore. Only proofs of value." PROJECT ACACIA (HEDERA OVERVIEW) • Real claims on central bank money. • Exchange settlement accounts tokenized as wholesale CBDCs on Hedera HashSphere. • Hedera synced CBDC movements between private and public chain in real time. • DvP atomic settlement. Both legs of every transaction fulfilled simultaneously. IMPERIUM MARKETS (HEDERA USE CASE) The only licensed marketplace in Australia for term deposits, NCDs, and annuities. They started on R3 Corda. They switched to Hedera. • Term deposits, certificates of deposit, and annuities tokenized as digital twins • Recorded, custodied, and traded onchain on public-permissioned Hedera • Settlement via Cuscal stablecoin backed by wCBDC on HashSphere Collaborating banks: National Australia Bank, Westpac, Bank of Queensland, Colonial First State, Challenger Limited, AustralianSuper AP+ TOKEN INTERCHANGE (HEDERA USE CASE) • AP+ built an interchange for different stablecoins and deposit tokens on Hedera • A wCBDC digital twin ("white coin") served as the bridge asset on the public network • Underlying wCBDC on private HashSphere ASSETTO (Why it Matters) Full production-grade tokenization is now deployable in weeks on Hedera. Not years. • Enterprise-ready out of the box. • Public, private, or both environments. WHAT COMES NEXT • $24B annual opportunity identified in Australia. Currently capturing $1B. • Clipper (CLPR) Cross-Ledger Protocol announced. • Bridgeless multichain interoperability coming. • Regulators, RBA, and Treasury aligned and moving toward production. Rob Allen.Ħ | Hashgraph | HashPack Wallet Watch our exclusive interview with Rob Allen, Head of the Hedera Enterprise Adoption Team (HEAT):

🇦🇺 Hedera Just Completed the Most Advanced Tokenization in Australia's History Reserve Bank of Australia's Project Acacia used real central bank money. "We're not doing POCs anymore. Only proofs of value." PROJECT ACACIA (HEDERA OVERVIEW) • Real claims on central bank money. • Exchange settlement accounts tokenized as wholesale CBDCs on Hedera HashSphere. • Hedera synced CBDC movements between private and public chain in real time. • DvP atomic settlement. Both legs of every transaction fulfilled simultaneously. IMPERIUM MARKETS (HEDERA USE CASE) The only licensed marketplace in Australia for term deposits, NCDs, and annuities. They started on R3 Corda. They switched to Hedera. • Term deposits, certificates of deposit, and annuities tokenized as digital twins • Recorded, custodied, and traded onchain on public-permissioned Hedera • Settlement via Cuscal stablecoin backed by wCBDC on HashSphere Collaborating banks: National Australia Bank, Westpac, Bank of Queensland, Colonial First State, Challenger Limited, AustralianSuper AP+ TOKEN INTERCHANGE (HEDERA USE CASE) • AP+ built an interchange for different stablecoins and deposit tokens on Hedera • A wCBDC digital twin ("white coin") served as the bridge asset on the public network • Underlying wCBDC on private HashSphere ASSETTO (Why it Matters) Full production-grade tokenization is now deployable in weeks on Hedera. Not years. • Enterprise-ready out of the box. • Public, private, or both environments. WHAT COMES NEXT • $24B annual opportunity identified in Australia. Currently capturing $1B. • Clipper (CLPR) Cross-Ledger Protocol announced. • Bridgeless multichain interoperability coming. • Regulators, RBA, and Treasury aligned and moving toward production. Rob Allen.Ħ | Hashgraph | HashPack Wallet Watch our exclusive interview with Rob Allen, Head of the Hedera Enterprise Adoption Team (HEAT):

Generation Infinity

224,956 views • 2 months ago

Prompt-to-DeFi Early Access is now live. Today, DeFi strategy creation and execution changes forever: The agentic way. One prompt. Complete execution. INFINIT possibilities. Describe any DeFi strategy or workflow in plain language and watch the INFINIT AI Agent Swarm transform them into executable DeFi strategies. Here's how the new way to DeFi looks like. > Prompt-to-DeFi Makes DeFi Navigation As Simple As Typing Early Access Now Available For Phase 1 Waitlisters & Code Holders The Beginning of The Agentic DeFi Economy < Creators in this early phase position themselves at an advantage over others before fee collection and fee sharing to creators are enabled. Later on, creators will earn fees as users adopt their frameworks, attracting more creators and accelerating universal access to expert-level DeFi. The flywheel accelerates toward expert-level DeFi for everyone. Creativity is now the only limit. Start getting creative now:

Prompt-to-DeFi Early Access is now live. Today, DeFi strategy creation and execution changes forever: The agentic way. One prompt. Complete execution. INFINIT possibilities. Describe any DeFi strategy or workflow in plain language and watch the INFINIT AI Agent Swarm transform them into executable DeFi strategies. Here's how the new way to DeFi looks like. > Prompt-to-DeFi Makes DeFi Navigation As Simple As Typing Early Access Now Available For Phase 1 Waitlisters & Code Holders The Beginning of The Agentic DeFi Economy < Creators in this early phase position themselves at an advantage over others before fee collection and fee sharing to creators are enabled. Later on, creators will earn fees as users adopt their frameworks, attracting more creators and accelerating universal access to expert-level DeFi. The flywheel accelerates toward expert-level DeFi for everyone. Creativity is now the only limit. Start getting creative now:

INFINIT

103,939 views • 8 months ago

Hyperspace: A Peer-to-Peer Blockchain For The Agentic Intelligence Economy Over the past few weeks we observed that when agents do Karpathy-style experiments, and then gossip and share with others over the Hyperspace network, it leads to intelligence which is useful to many. Today we introduce the first-ever agentic blockchain which rewards agents when their experiments lead to intelligence for their network. It is based on a new mechanism called Proof-of-Intelligence (PoI) which requires a cryptographic proof of experimentation, a nominal stake, and a proof of compute in order to mine the currency of this new blockchain. -> This approach diverges from the two primary ways to secure blockchains we have seen so far: Proof-of-Work by Bitcoin (meaningless hash-generation), and Proof-of-Stake by Ethereum (capital is all that matters here). Proof-of-Intelligence specifically incentivizes miners to run more capable intelligent infrastructure (better open source models, on more powerful GPUs) in order to be able to be the ones which compound and improve upon the experiments which other agents then find useful. Adoption is the unit of value In Bitcoin, you earn by finding a valid hash. In Hyperspace, you earn when another agent uses your experiment as a starting point and improves on it. A fixed budget of tokens is emitted per epoch and split among participants by weight - and verified adoption of your work is the largest weight multiplier. Garbage experiments earn nothing because no one adopts them. Thoughtful experiments compound: each adoption triggers downstream adoptions. The incentive to run powerful models and intelligent search strategies is built into the economics, not imposed by rules. Research DAG When an agent runs an experiment and shares its result, other agents can adopt that result as their starting point - mutate it, extend it, improve upon it. Each experiment is a commit in a content-addressed graph we call the ResearchDAG. Like Git, but for research. Over time, the DAG accumulates chains of reasoning: agent A discovers RMSNorm helps, agent B adds warmup scheduling on top, agent C scales the hidden dimension. The graph records who built on whom. This is the network's collective intelligence - not any single experiment, but the accumulated structure of experiments and their relationships. Broadband era for agentic commerce: $0.001 micropayments at 10M TPS (theoretical max) This blockchain is built upon our research in how to scale and build for the broadband-era of the agentic economy, where it has a theoretical max of 10 million transactions per second (TPS), while reducing the agent-to-agent micropayments to $0.001 even at scale (based on architecture design). Overall, it is 100x cheaper than Ethereum, and is designed from the ground-up for agents: enshrining agent-native opcodes in the protocol compared to the more inefficient smart contract driven approach. It packs in a robust Agent Virtual Machine (AVM) which can verify multiple types of agent work, for other agents to be able to trust, invoke and pay each other. This then feeds into improving the peer-to-peer AgentRank (see paper and launch post from earlier). By solving for trust, scale and incentives for agents to operate autonomously, this would form the basis of a new economy. This is the world's first agentic blockchain, and you can join and start running a blockchain node today (it is in testnet). PS: We are releasing the code today, and will release our blockchain scalability paper and other presentations in days ahead. This is the most advanced peer-to-peer AI and cryptography software in the world. It has bugs :)

Hyperspace: A Peer-to-Peer Blockchain For The Agentic Intelligence Economy Over the past few weeks we observed that when agents do Karpathy-style experiments, and then gossip and share with others over the Hyperspace network, it leads to intelligence which is useful to many. Today we introduce the first-ever agentic blockchain which rewards agents when their experiments lead to intelligence for their network. It is based on a new mechanism called Proof-of-Intelligence (PoI) which requires a cryptographic proof of experimentation, a nominal stake, and a proof of compute in order to mine the currency of this new blockchain. -> This approach diverges from the two primary ways to secure blockchains we have seen so far: Proof-of-Work by Bitcoin (meaningless hash-generation), and Proof-of-Stake by Ethereum (capital is all that matters here). Proof-of-Intelligence specifically incentivizes miners to run more capable intelligent infrastructure (better open source models, on more powerful GPUs) in order to be able to be the ones which compound and improve upon the experiments which other agents then find useful. Adoption is the unit of value In Bitcoin, you earn by finding a valid hash. In Hyperspace, you earn when another agent uses your experiment as a starting point and improves on it. A fixed budget of tokens is emitted per epoch and split among participants by weight - and verified adoption of your work is the largest weight multiplier. Garbage experiments earn nothing because no one adopts them. Thoughtful experiments compound: each adoption triggers downstream adoptions. The incentive to run powerful models and intelligent search strategies is built into the economics, not imposed by rules. Research DAG When an agent runs an experiment and shares its result, other agents can adopt that result as their starting point - mutate it, extend it, improve upon it. Each experiment is a commit in a content-addressed graph we call the ResearchDAG. Like Git, but for research. Over time, the DAG accumulates chains of reasoning: agent A discovers RMSNorm helps, agent B adds warmup scheduling on top, agent C scales the hidden dimension. The graph records who built on whom. This is the network's collective intelligence - not any single experiment, but the accumulated structure of experiments and their relationships. Broadband era for agentic commerce: $0.001 micropayments at 10M TPS (theoretical max) This blockchain is built upon our research in how to scale and build for the broadband-era of the agentic economy, where it has a theoretical max of 10 million transactions per second (TPS), while reducing the agent-to-agent micropayments to $0.001 even at scale (based on architecture design). Overall, it is 100x cheaper than Ethereum, and is designed from the ground-up for agents: enshrining agent-native opcodes in the protocol compared to the more inefficient smart contract driven approach. It packs in a robust Agent Virtual Machine (AVM) which can verify multiple types of agent work, for other agents to be able to trust, invoke and pay each other. This then feeds into improving the peer-to-peer AgentRank (see paper and launch post from earlier). By solving for trust, scale and incentives for agents to operate autonomously, this would form the basis of a new economy. This is the world's first agentic blockchain, and you can join and start running a blockchain node today (it is in testnet). PS: We are releasing the code today, and will release our blockchain scalability paper and other presentations in days ahead. This is the most advanced peer-to-peer AI and cryptography software in the world. It has bugs :)

Varun

30,689 views • 5 months ago

We Were Right About This Space $12.7 trillion is now moving toward tokenized money markets. JPMorgan Chase Wealth Management just released a document describing the tokenization of money market funds as a fundamental upgrade to the plumbing of global finance, not a simple technology enhancement. The global money market fund industry is ~$12.7T, with ~$8.1T in the U.S. alone. Their position is explicit: Tokenized money market funds extend the evolution from stablecoins and deposit tokens while enabling: • faster settlement • greater predictability • improved collateral efficiency • more transparent redemptions that may enhance financial stability This document is written for institutional, wholesale, and professional clients and references live infrastructure, not theory. Networks and systems mentioned or contextualized: • Hedera as a public permissioned DLT with built-in regulatory controls • Solana and Avalanche as scalable, widely adopted public blockchains • Bitcoin and Ethereum as foundational blockchain systems • Canton Network through JP Morgan–related settlement and market infrastructure activity Additional real-world deployments highlighted: • JP Morgan arranged a U.S. commercial paper issuance on Solana for Galaxy, purchased by Coinbase and Franklin Templeton Interesting connections uncovered: • Visa launched USDC settlement for U.S. banks on Solana, with Cross River Bank helping scale the program to billions in annualized volume • As early as 2016, Cross River Bank was among the first U.S. banks to adopt Ripple (the “IOU network”) for real-time, low-cost cross-border payments, long before today’s tokenization narratives By the numbers: JP Morgan’s global liquidity business manages ~$1.4T, including ~$1.1T in money market funds, and is actively developing tokenized versions to optimize liquidity. For context, total on-chain tokenized real-world assets today are still only ~$50B. JP Morgan alone is discussing tokenization at a multi-trillion-dollar scale. This isn’t speculation. Regulated financial institutions are preparing for tokenized markets to operate inside the existing system, not outside of it. Networks mentioned: SOL I HBAR I XRP I CC I LINK I ETH I AVAX I BTC Watch what they do, not what they say.

We Were Right About This Space $12.7 trillion is now moving toward tokenized money markets. JPMorgan Chase Wealth Management just released a document describing the tokenization of money market funds as a fundamental upgrade to the plumbing of global finance, not a simple technology enhancement. The global money market fund industry is ~$12.7T, with ~$8.1T in the U.S. alone. Their position is explicit: Tokenized money market funds extend the evolution from stablecoins and deposit tokens while enabling: • faster settlement • greater predictability • improved collateral efficiency • more transparent redemptions that may enhance financial stability This document is written for institutional, wholesale, and professional clients and references live infrastructure, not theory. Networks and systems mentioned or contextualized: • Hedera as a public permissioned DLT with built-in regulatory controls • Solana and Avalanche as scalable, widely adopted public blockchains • Bitcoin and Ethereum as foundational blockchain systems • Canton Network through JP Morgan–related settlement and market infrastructure activity Additional real-world deployments highlighted: • JP Morgan arranged a U.S. commercial paper issuance on Solana for Galaxy, purchased by Coinbase and Franklin Templeton Interesting connections uncovered: • Visa launched USDC settlement for U.S. banks on Solana, with Cross River Bank helping scale the program to billions in annualized volume • As early as 2016, Cross River Bank was among the first U.S. banks to adopt Ripple (the “IOU network”) for real-time, low-cost cross-border payments, long before today’s tokenization narratives By the numbers: JP Morgan’s global liquidity business manages ~$1.4T, including ~$1.1T in money market funds, and is actively developing tokenized versions to optimize liquidity. For context, total on-chain tokenized real-world assets today are still only ~$50B. JP Morgan alone is discussing tokenization at a multi-trillion-dollar scale. This isn’t speculation. Regulated financial institutions are preparing for tokenized markets to operate inside the existing system, not outside of it. Networks mentioned: SOL I HBAR I XRP I CC I LINK I ETH I AVAX I BTC Watch what they do, not what they say.

Ryan (King) Solomon

17,986 views • 7 months ago

$BOOM🚨🚨🚨 THE WHITE HOUSE JUST AGREED ON THE CLARITY ACT ETHICS PACKAGE. THE WALL THAT BLOCKED THIS BILL FOR MONTHS IS CRACKING. And this is extremely bullish for $XRP, $XLM, $HBAR and American-made utility digital assets. Eleanor Terrett reports the administration reached agreement on the ethics provision and is sharing the language with Republican senators right now. Updated bill text is expected within days. Understand what stalled and what just moved. For months, every negotiation died on one question: how to handle conflicts of interest between officials and digital assets. That dispute froze the text, drained the odds and ate the calendar. Today, the White House side of that fight closed. What remains: Democratic votes. The bill needs roughly seven to reach 60. The new language is the offer. The floor vote is the answer. Now understand what a CFTC commodity framework opens for each American-built network. $XRP is the settlement and liquidity asset. The XRPL already hosts tokenized US Treasuries with RLUSD handling redemptions around the clock, and its ledger has moved over $1.7 trillion in value since 2012. Cross-border payments alone move trillions every year through pre-funded accounts that XRP was designed to replace. Legal certainty is what lets US banks and custodians finally route that flow through it. $XLM is the tokenization rail Wall Street already picked. Franklin Templeton, Circle and WisdomTree issue on Stellar today, and DTCC, whose systems processed $4.7 QUADRILLION in securities last year, chose it as a partner chain for tokenized assets targeting 2027. Even a fraction of that volume dwarfs the entire crypto market. $HBAR is the enterprise settlement layer. Governed by a council with Fortune 500 names, already carrying tokenized collateral trades for UK banks, already classified as a digital commodity. Every institutional transaction on the network pays fees in HBAR. More regulated issuers means more fee demand by design. And the pattern extends to every utility asset made in America. These networks spent a decade building compliance features, passing audits and waiting for a rulebook while capital sat legally locked out. Pensions, corporate treasuries and asset managers control tens of trillions they could not deploy into unregulated markets. Clarity does not create the demand. It releases it. Laws open doors. Capital walks through them. Text drops next. Watch the Democrats' reaction, not the price.$

BOOM🚨🚨🚨 THE WHITE HOUSE JUST AGREED ON THE CLARITY ACT ETHICS PACKAGE. THE WALL THAT BLOCKED THIS BILL FOR MONTHS IS CRACKING. And this is extremely bullish for $XRP, $XLM, $HBAR and American-made utility digital assets. Eleanor Terrett reports the administration reached agreement on the ethics provision and is sharing the language with Republican senators right now. Updated bill text is expected within days. Understand what stalled and what just moved. For months, every negotiation died on one question: how to handle conflicts of interest between officials and digital assets. That dispute froze the text, drained the odds and ate the calendar. Today, the White House side of that fight closed. What remains: Democratic votes. The bill needs roughly seven to reach 60. The new language is the offer. The floor vote is the answer. Now understand what a CFTC commodity framework opens for each American-built network. $XRP is the settlement and liquidity asset. The XRPL already hosts tokenized US Treasuries with RLUSD handling redemptions around the clock, and its ledger has moved over $1.7 trillion in value since 2012. Cross-border payments alone move trillions every year through pre-funded accounts that XRP was designed to replace. Legal certainty is what lets US banks and custodians finally route that flow through it. $XLM is the tokenization rail Wall Street already picked. Franklin Templeton, Circle and WisdomTree issue on Stellar today, and DTCC, whose systems processed $4.7 QUADRILLION in securities last year, chose it as a partner chain for tokenized assets targeting 2027. Even a fraction of that volume dwarfs the entire crypto market. $HBAR is the enterprise settlement layer. Governed by a council with Fortune 500 names, already carrying tokenized collateral trades for UK banks, already classified as a digital commodity. Every institutional transaction on the network pays fees in HBAR. More regulated issuers means more fee demand by design. And the pattern extends to every utility asset made in America. These networks spent a decade building compliance features, passing audits and waiting for a rulebook while capital sat legally locked out. Pensions, corporate treasuries and asset managers control tens of trillions they could not deploy into unregulated markets. Clarity does not create the demand. It releases it. Laws open doors. Capital walks through them. Text drops next. Watch the Democrats' reaction, not the price.

X Finance Bull

46,375 views • 1 month ago

Google just quit the AI race on purpose, and it is about to make MORE money than everyone still running it. 4 of the most cited AI researchers alive walked out of Google in a single afternoon. Jeff Dean, the man who built the systems Google runs on, gone after 27 years. Sanjay Ghemawat, his longtime partner, gone. Oriol Vinyals, a Gemini co-lead, gone. Quoc Le, a Google Brain co-founder, gone. That same day, Demis Hassabis stepped back from running DeepMind. Hassabis co-founded the lab, won a Nobel Prize for AlphaFold, and had been the face of Google AI for a decade. The stock dropped 5% within hours. Analysts called it a brain drain. Headlines called it the day Google fell behind. But turns out that's completely wrong, because the numbers underneath tell a completely different story: Google is not trying to win the frontier model race anymore. It looked at where the money is and walked toward it. Gemini, Google's flagship model business, generated about $12 billion in annual revenue last quarter. That is the entire payoff from competing head to head with OpenAI and Anthropic. Now look at the other number. By the end of 2027, Google Cloud is projected to do over $73 billion selling AI infrastructure to other companies, plus another $120 billion selling its TPU chips. That is roughly $200 billion of external sales at high margins, against a $12 billion model business. Google understood that the frontier race is the expensive part while selling the shovels is the profitable part. And the customers buying those shovels include Google's own rivals. Over 20% of Google's TPU shipments for 2026 and 2027 are going to Anthropic, one of the two labs supposedly beating Gemini. Google now makes money every time Anthropic trains a model designed to crush Google's OWN product. Cede the frontier, own the layer underneath it, and collect a toll from everyone racing across the top. The researchers leaving is the symptom of a company that already decided models are not where it wins. Jeff Dean said it himself on the way out. He told the New York Times that leaving a public company gives him room to make decisions "not necessarily in the company's purist financial interests." Read that from Google's side: The people who wanted to chase the science left, because Google is now optimizing for the FINANCIAL interest. Gemini 3.5 Pro is running months behind, with staff blaming low morale. DeepMind's comms, legal, and marketing teams are being folded into Google proper. A former manager told the Guardian the era of DeepMind as an independent lab is over. None of that reads as failure once you see the strategy. Yet Wall Street is pricing this as Google losing. The parallel that should worry the frontier labs: If open weight models keep compressing the price of inference, being the best model stops being a business. It becomes like semiconductor fabrication, strategically vital and financially brutal, a race you win and still lose money running. Google is the first giant to admit that. The company that invented the transformer just handed the frontier to OpenAI and Anthropic, and positioned itself to get paid on every model both of them ship. Those labs will be burning billions to stay one benchmark ahead, and Google will be cashing in hundreds of billions from it. The model business is actually just a race where everyone loses. Apple understood that from the get-go and never joined the race, Google understood it now and left it to OpenAI and Anthropic. Who will go bankrupt first?

Google just quit the AI race on purpose, and it is about to make MORE money than everyone still running it. 4 of the most cited AI researchers alive walked out of Google in a single afternoon. Jeff Dean, the man who built the systems Google runs on, gone after 27 years. Sanjay Ghemawat, his longtime partner, gone. Oriol Vinyals, a Gemini co-lead, gone. Quoc Le, a Google Brain co-founder, gone. That same day, Demis Hassabis stepped back from running DeepMind. Hassabis co-founded the lab, won a Nobel Prize for AlphaFold, and had been the face of Google AI for a decade. The stock dropped 5% within hours. Analysts called it a brain drain. Headlines called it the day Google fell behind. But turns out that's completely wrong, because the numbers underneath tell a completely different story: Google is not trying to win the frontier model race anymore. It looked at where the money is and walked toward it. Gemini, Google's flagship model business, generated about $12 billion in annual revenue last quarter. That is the entire payoff from competing head to head with OpenAI and Anthropic. Now look at the other number. By the end of 2027, Google Cloud is projected to do over $73 billion selling AI infrastructure to other companies, plus another $120 billion selling its TPU chips. That is roughly $200 billion of external sales at high margins, against a $12 billion model business. Google understood that the frontier race is the expensive part while selling the shovels is the profitable part. And the customers buying those shovels include Google's own rivals. Over 20% of Google's TPU shipments for 2026 and 2027 are going to Anthropic, one of the two labs supposedly beating Gemini. Google now makes money every time Anthropic trains a model designed to crush Google's OWN product. Cede the frontier, own the layer underneath it, and collect a toll from everyone racing across the top. The researchers leaving is the symptom of a company that already decided models are not where it wins. Jeff Dean said it himself on the way out. He told the New York Times that leaving a public company gives him room to make decisions "not necessarily in the company's purist financial interests." Read that from Google's side: The people who wanted to chase the science left, because Google is now optimizing for the FINANCIAL interest. Gemini 3.5 Pro is running months behind, with staff blaming low morale. DeepMind's comms, legal, and marketing teams are being folded into Google proper. A former manager told the Guardian the era of DeepMind as an independent lab is over. None of that reads as failure once you see the strategy. Yet Wall Street is pricing this as Google losing. The parallel that should worry the frontier labs: If open weight models keep compressing the price of inference, being the best model stops being a business. It becomes like semiconductor fabrication, strategically vital and financially brutal, a race you win and still lose money running. Google is the first giant to admit that. The company that invented the transformer just handed the frontier to OpenAI and Anthropic, and positioned itself to get paid on every model both of them ship. Those labs will be burning billions to stay one benchmark ahead, and Google will be cashing in hundreds of billions from it. The model business is actually just a race where everyone loses. Apple understood that from the get-go and never joined the race, Google understood it now and left it to OpenAI and Anthropic. Who will go bankrupt first?

Ricardo

241,521 views • 13 days ago

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Ricardo

1,616,942 views • 8 months ago