Pantera Capital's Jay Yu 🐟 and Cosmo Jiang sat down with us to separate the real thesis from the noise on agentic finance. - Three things most people get wrong about agentic payments. - Why 'agent banking' is the actual category. - And the specific infrastructure stack that needs... to exist before agents can handle money autonomously. Here's the breakdown.show more

@0xfishylosopher @cosmo_jiang Exactly - agentic commerce needs much more than payments, adjudication will be one of the most important components

@0xfishylosopher @cosmo_jiang Well said @0xfishylosopher, I really enjoyed watching this. 🎯

Agree with @cosmo_jiang that agents are increasingly going from being human-managed (every action reviewed, approved, executed by a person) to autonomous. But for a human to trust their agent to execute continuously we’ve got to have guardrails in place. If we want to limit human approvals then we need policies that are self-enforcing at the infrastructure level. These are basic things like whitelisted destinations, spend limits, timing windows, etc. That's what unlocks true autonomy.

@PanteraCapital @0xfishylosopher @cosmo_jiang @SelfClaw 👀

@0xfishylosopher @cosmo_jiang I've been waiting for someone to actually name the category instead of hand-waving about 'AI x crypto.' Agent banking as a frame is useful because it forces you to think about custody, identity, and liability for non-human actors. That's where the hard problems live.

FT @PanteraCapital

@0xfishylosopher @cosmo_jiang $HSDT SCAM BY @PanteraCapital @dan_pantera

@0xfishylosopher @cosmo_jiang Your record comb over baldy Cosmo

@0xfishylosopher @cosmo_jiang $HSDT 🇨🇳thieves