NEW: @GOATNetwork joins KBW2026 as a Diamond Sponsor 💎 GOAT Network is building infrastructure secured by Bitcoin, enabling individuals, institutions, and AI agents to transact and settle across a growing digital economy. We’re excited to welcome GOAT Network to Seoul as KBW2026 brings together the teams expanding Bitcoin’s role in payments, finance, and onchain applications. 📍 September 30–October 1 | Walkerhill Hotels & Resorts, Seoul Seoul is almost here. Secure your KBW2026 pass today and use code KBW2026SNS for 10% off. ⬇️

KBW 2026 Giveaway! 🇰🇷 One of the perks of being a Diamond Sponsor of @KBWofficial is having tickets to give away to the GOAT community. Two winners each get two: one for you, one for whoever you're bringing to Seoul. To enter, answer one question in the replies: Your agent has your wallet. What's the first thing you wish it could purchase or do? The best two answers win. Follow us so we can DM you the tickets. Entries close on the 25th, and you'll need to get yourselves to Walkerhill, September 30th to October 1st.

Every thesis I hold about the agent economy starts from this premise: unlike humans, agents don't have habits or predilections. They have raw objectives. My Ekubo thesis applies that to trading. Agents will do most of our trading, and they'll route through the most capital-efficient infrastructure every time, because nothing else registers. The same premise can be applied to saving. An agent that earns capital has to store it somewhere, but freezable, reversible rails won't be acceptable to agents. They're disqualifying. A @BitcoinPolicy Institute study of 9,000+ scenarios has already found that AI models converge on Bitcoin when they're left to do their own reasoning about storing value. Bitcoin took 79% of store-of-value responses, the strongest consensus in the entire study. Agents always look to optimize, and my thesis is that they will choose to hold it on a network where they can put it to work, and where exit back to Bitcoin is guaranteed by cryptography instead of any central operator. Yield on @GOATNetwork is built into the network mechanics, so deploying that BTC isn't a decision. It's arithmetic. So where does GOATED fit into this? It's the lever on that yield. Staking GOATED is what boosts the BTC returns, which means an agent optimizing the yield on its Bitcoin treats it as an input, the token that raises the return on the asset it already holds. That's a very different adoption path from a token that needs believers. The math just has to be legible, which means an agent stakes GOATED when the boosted-minus-base yield on its BTC beats the cost of acquiring and holding GOATED. The agent capital flywheel: earn, store value in Bitcoin, put it to work through GOATED, all on rails the agent deems most secure.

NEW: @GOATNetwork, Kevin Liu (@kevinliu) is speaking at KBW2026 Kevin Liu (GOAT Network | Co-Founder) is confirmed for KBW this fall. Liu is building Bitcoin-secured infrastructure for AI agent commerce, combining Bitcoin security, zero-knowledge proofs, and agent payments to support an open, verifiable digital economy. Seoul is next. Get your Last Minute Pass today and save 10% with code KBW2026SNS. ⬇️

Of the two families in the comparison, the lattice side is where we're headed: ML-DSA is the scheme GOAT Network's validator consensus keys are migrating to. With the @AppliedPQC playground, anyone can run it in browser and see what that means. The post-quantum work continues.

Quantum Threat to Crypto Gets Fresh EU Warning European financial watchdogs have warned that quantum computing could eventually undermine cryptography securing blockchains. The EBA, EIOPA, and ESMA highlighted quantum computing among emerging technology risks in their latest update. Many cryptocurrencies rely on elliptic curve cryptography to protect transactions and wallet security. A sufficiently powerful quantum computer could theoretically use Shor’s algorithm to break this protection. Google researchers estimate the required resources are roughly 20 times lower than earlier estimates. However, the required quantum hardware does not currently exist. Blockchain developers are therefore exploring post-quantum cryptography before the technology becomes capable of such attacks.

One payment link. Any amount. Any buyer - human or agent. Same link, same checkout, verified onchain, straight to your wallet. → goat.network/flow

Our piece on why "hash-based is not the same as post-quantum" drew a lot of attention from the ZK research community, but the best way to understand the argument is to run the schemes for yourself. The @AppliedPQC playground puts SLH-DSA (hash-based) and the lattice schemes (ML-DSA, ML-KEM, Falcon) side by side, in your browser. The code is fetched straight from the repo, so what runs is exactly what's documented. → appliedpqc.io/playground.htm…

KBW2026 IS OFFICIALLY 1 WEEK OUT! Tickets are going FAST! Don't leave it to the last minute, secure your spot today ⬇️

Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…

GOAT Network has a team of 30 across three offices: San Francisco, Toronto, and Seoul. For us, Korea is home. And this year's @KBWofficial is going to be something special. More on this soon.