AI agents will score $4T in fees by 2035 - Sharplink nitter.net/i/broadcasts/1NGaroXMD…

Live from the Avalanche Summit in New York - Day 1 nitter.net/i/broadcasts/1MJgNbPMy…

Inside Ethena's new neobank built on AVAX @EthenaPay is live — a consumer neobank from the dollar issuer itself, not a card wrapper on someone else's stablecoin. Exclusively on @avax. @gdog97_ and @JohnNahas84 on Layer One with @imyoungsparks: OUTLINE 00:00 Open 02:10 EthenaPay Overview 03:10 Save, Send, Spend 06:25 Why Avalanche 09:04 Direct to Consumer 13:20 Invisible Adoption 18:00 No Ethena chain 21:02 C-chain today 24:54 EthenaPay versus other crypto neobanks 27:46 Embedded finance 36:06 RWA perps 39:18 Black Opal 42:00 Buybacks, Labs IP 43:33 Close

Ondo's Tokenized Stocks Hit $1B TVL in 8 Months @JohnHoffman2038 spent 18 years in traditional finance at Invesco, most recently running its ETF business in the Americas. Now at @Ondo , he benchmarks each wave of tokenization against the one before it. Every wave clears its first billion faster. "Stablecoins took three years to reach a billion dollars. Tokenized treasuries took 18 months to reach a billion dollars. Ondo Stocks did that in eight months." Full interview with @imyoungsparks at @SALTConference: 00:00 - Introduction 02:42 - The Ondo 'Stack' 04:46 - The Argument for On-Chain 06:25 - Ondo's Users 08:38 - Regulation Wishlist

General-purpose chains force the business to fit the chain. Ava Labs CBO @JohnNahas84 says Avalanche flipped it: custom Layer 1s built for specific jurisdictions, assets, or businesses. “My business development team is your business development team.” Full interview with @imyoungsparks at @SALTConference: 0:00 - Introduction 0:15 - Ava Labs Leadership Change 1:23 - Real World Assets 2:44 - Avalanche Summit Preview 4:01 - Crypto Maturity 5:16 - Choosing Avalanche

Clear Street just moved every asset class it trades to 24/6. "Nobody cares if it's Sunday at two in the morning." Clear Street Digital CEO Bob Rutherford, announcing the move, and the firm's STS Digital partnership with @maxime_sts_, at @SALTConference: 00:00 - Clear Street x STS Digital Partnership 02:51 - TradFi & Crypto Convergence 05:58 - Clear Street Goes 24/6 08:19 - The Path to 24/7 Trading 12:09 - Tokenized Securities Lending 13:48 - DeFi Still Has No Benchmark Rate 16:17 - Institutional Summer Meets Crypto Winter 19:12 - Are We Back?

Anchorage is onboarding AI agents that need to get paid, not just to pay. "Agentic payments isn't really the right mechanism because actually what they need is they need bank accounts." @imyoungsparks full interview with @Anchorage Co-Founder and CEO @nathanmccauley at @SALTConference: 00:00 Introduction 00:25 Agents as First-Class Economic Actors 01:45 Why Agents Need to Get Paid, Not Just Pay 02:51 Microtransactions, Gas Fees and Card Rails 04:16 Stablecoins & Dollar Dominance 05:29 GENIUS, CLARITY, & Regulators

Her legal AI runs on air-gapped, open-source models. She named it for her daughter. @BellementisPLLC Founding Partner @teresagoody chats with @imyoungsparks about building SophieLex, crypto's evolving legal landscape, and the nuances of AI regulation. Full interview from @SALTConference: 0:00 - Introduction 1:42 - AI Regulation 3:18 - "Everybody's a Crypto Lawyer Now" 4:44 - Getting AI Right & the Strength of the Dollar 6:20 - SophieLex: Wisdom & "Defender of Mankind" 7:51 - Legal Work Product Quality

What Q-Day Means for Crypto Roughly two-thirds of all crypto is exposed to a quantum attack. @Americanfort_io CEO @mehowhacks invented a fix for exposed Bitcoin addresses that moves no coins, and it runs on a phone in about a second. Full interview with @imyoungsparks from @SALTConference: 00:00 AmericanFortress Overview 01:26 How a Quantum Computer Takes Coins 07:30 The Wallets Nobody Can Move 10:29 Zero-Knowledge Proof of Seed Provenance 13:13 Q-Day Estimate 15:28 Proving Clean Funds in a DeFi Swap 16:32 Public Names, Private Transactions 20:24 Untraceable Quantum Send 24:01 16 Patents

AI Agents Will Run on Crypto Inside @OpenledgerHQ, AI agents already research what to buy. Letting them place the trades comes next. @Ramkumartweet, @OpenledgerHQ core contributor, in full with @imyoungsparks at @SALTConference: Introduction Crypto & AI Open-Source Thesis Kumar's Stack PwC, Siemens, & the Consumer Version The Cab Driver Who Hates AI Payments -> Agentic Trading

Sixt, the German rental car company, has its own staff building AI apps, each one fenced to what that job is allowed to touch. The AI risk Juan Bruce worries about is not hackers. It is the non-technical people you just handed the keys to. @AtomicStrata CEO @jbruce full interview with @imyoungsparks at @SALTConference: 00:00 Why AI & Crypto Stopped Competing 00:38 The EU AI Audit Log 02:37 Open Source vs. Enterprises Lock-In 04:25 Stablecoins & Agent Payments 06:18 Enterprise Vibe Coding Risks 08:07 Agent Personas

Tokenized collateral — the near-term use case that isn't retail "The idea of tokenizing easy short-term fixed income products for collateral is pretty much the easiest use case you can see." @GSR_io MD of Asset Management @baehr, in full with @imyoungsparks at @SALTConference: 00:00 Introduction 00:22 Low-Volume Volatility 01:25 Tokenization Super Cycle 03:18 GSR's Build in Tokenized Markets 04:03 Prime Brokerage Fragmentation 05:56 Lending's Long Runway

Content provenance is becoming law, and data sovereignty is following it. This interview with @FilFoundation founder @tweetclarita covers backing up Bermuda's government records, the EU AI Act's push toward model and data provenance, and more: 0:00 - Introduction 1:13 - Backing Up Bermuda's Government Data 2:33 - Crypto's Promise of Verifiable Ownership 2:53 - EU AI Act Rules & Data Sovereignty 5:08 - Filecoin's Bet on the NeoCloud Boom

Evernorth CBO: XRP Ledger Is the "Natural Home" for Tokenization About $30 billion in assets have been tokenized. Trillions have not. "As the XRP ledger starts adding this functionality, it's going to be the natural home for the growth of that ecosystem." @evernorthxrp CBO Sagar Shah, in full with @imyoungsparks at @SALTConference: 0:00 Introduction 0:12 Evernorth's XRP Treasury Strategy 0:58 XLS-66 & XRPL Native DeFi 2:29 XRP's RWA Push 3:36 Tokenization Bulls 4:21 Swell 2026

On July 2, Securitize went public. Its own stock ($SECZ) trades on chain, inside Reg NMS. "A lot of people didn't think you could do that." The firm has close to $400 million in the coffers, which @Securitize President @Observatory13 calls a war chest. Full interview with @imyoungsparks, from @SALTConference: 00:00 - Introduction 00:20 - Securitize vs. Ondo & Centrifuge 02:00 - Tokenized Securities in DeFi 03:41 - Reg Crypto & the Innovation Exemption 07:27 - CLARITY Act's Odds 09:29 - Weighing the Cost of a Failed CLARITY Vote 11:51 - Inside the Jay Clayton-Era SEC 14:25 - Securitize's Post-IPO Expansion Plans

Kraken's tokenized equities have traded roughly $35-40 billion so far. Mark Greenberg says that's a "tiny sliver" of what's possible. @marklg, @Payward CCO, on xStocks, 100-plus licenses and the Nasdaq deal. Full interview with @imyoungsparks at @SALTConference: 00:00 - Introduction 00:36 - Growing Payward's Brand 02:43 - xStocks: Tokenized Equities, 24/7 05:33 - Global Regulatory Compliance Strategy 07:52 - Tokenization's Next Wave

Wyoming ran a security review to decide who could move its state stable token between chains. One vendor cleared it. @AndrewMcMarkets (Head of Institutional, @chainlinklabs) breaks down the @wyostable decision with @imyoungsparks at @SALTConference: 00:00 - Introduction 01:03 - Chainlink's Bet on a Multi-Chain Future 02:11 - Agentic AI and Humanoid Robots Enter Crypto 03:17 - Why AI and Crypto Are Allies, Not Rivals 04:10 - Tokenized Equities and Instant Settlement 04:43 - Robots Paid in Stablecoins on the Dock 05:18 - UPS Dads and Blockchain Logistics

Signet was transferring a trillion dollars by the end of 2022. Scott Shay built it, and says what he announced at SALT is the bigger deal. @N3XTinc will let people who don't bank there hold and send its dollar deposits. No account, just an allow-listed wallet. Full interview with @imyoungsparks at @SALTConference: 00:00 - Introduction 00:23 - Founding Signature Bank and Creating Signet 01:35 - Big Banks Embrace Crypto 03:37 - N3XT's Fix for Fractional Reserve Banking 07:12 - N3XT Opens Deposits to Non-Account Holders 09:05 - Dollar Access as Financial Inclusion 12:10 - Expanding N3XT into Trade Finance

Over 100,000 merchants accept stablecoins today and many don't even know it. Settlement runs through Visa and Mastercard like any other card payment @raincards co-founder and CEO @rooqster on what changes when they find out — full interview with @imyoungsparks, from @SALTConference: 00:00 - Introduction 00:12 - Building Standards for Agentic Payments 01:18 - Scope Cards 03:47 - Why Rain Acquired Onsa 04:55 - Stablecoin Rewards 06:25 - Merchants Unknowingly Accept Stablecoins 09:21 - The Future of Stablecoin Infrastructure