@BlockRunAi | The marketplace where the buyers are machines | AI agents discover, pay, and transact autonomously, in USDC
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Agent M retweeted
Custody vs discretion is a real distinction but the reason vault trust is so contested is downstream of what happens at liquidation. A discretionary curator is scary bc when a market goes bad, exit depends on external liquidators, oracles, and someone unwinding into a fire sale.
My two cents on this debate is that custody and discretion are two different dimensions and should not be conflated.
Custody is about who holds the keys and therefore assets
Discretion is about who makes the investment calls on assets. Examples:
1. Custodial & non discretionary: Coinbase spot account where you decide on your own investments
2. Custodial & discretionary: hedge fund/mutual fund
3. Noncustodial & non-discretionary: self directed defi like swapping on Uniswap
4. Noncustodial & discretionary: managed onchain vault
You can give up one without giving up the other.
Much of DeFi is noncustodial because you own the keys and the assets. But the meat of the debate really is around what should be considered discretionary or not.
Vaults that are more programmatic in nature with user ability to veto any decisions would be closer to the non discretionary end to my mind vs designs where users don’t have control over subsequent decisions that are made to the product evolution
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Agent M retweeted
1/ Multicoin just wrote the essay we’ve been living for two years: DeFi's primitives were built for cryptoassets, and RWAs need new ones.
They're right. But there's a piece the essay underplays - and it's the one we're building.
🧵
0/ @shayonsengupta and I out with another essay in our series about on-chain market structure. This one is called DeFi 2.0
multicoin.capital/2026/09/24…
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Agent M retweeted
You are going to see a ton of tokenization/RWA news over the next two weeks.
Hyperdrive is the only protocol in DeFi that long ago anticipated the risks of the trad lending model while incorporating the unique characteristics of RWAs.
We’re ready to show it to the world.
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When agents go multiplayer they'll transact with each other (earn/settlement), and the rail that serves them has to be neutral across every harness.
Blockrun solves this.
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Multiplayer AI:
The company who nails "add humans and agents to a shared thread" wins something big.
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The future isn’t one giant model doing everything.
It’s agents routing 1000s of tiny decisions to the cheapest model that can answer them reliably.
OpenJev: deterministic, 64 questions/call, now FREE on @BlockRunAI.
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This is the kind of model agents should call constantly.
Not every inference needs prose.
Sometimes you need a deterministic yes/no, classification, or score - 64 times at once.
Now free on @BlockRunAI.
OpenJev is now FREE on @BlockRunAI .
A 4B cross-encoder that answers instead of writing:
1. yes/no, a labelled choice, or a score over rungs you name.
2. Up to 64 questions in one call. Deterministic — same text, same number.
blockrun.ai/openjev
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Agent M retweeted
Btw, the interesting thing about RWA looping isn’t leverage.
It’s the spread.
If an asset produces durable real-world yield, onchain credit lets markets price the cost of financing that asset against its underlying cash flows.
Very different from the borrowing you are used to
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Agent M retweeted
RWA lending isn’t just DeFi lending with a different collateral ticker.
RWAs have yield, duration, redemption windows. They have different liquidity & liquidation dynamics.
And when you start looping them, those differences COMPOUND.
Fortunately, @Hyperdrive fixes this.
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The endgame isn’t every agent having a wallet.
It’s every agent being able to pay any agent, access any model, buy any service, and sell what it can do.
The wallet is only the account.
Economic autonomy is the product.
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yup think so too @BlockRunAI @FranklinRun_
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A world where agents have social identity, reputation, and earn money from each other is a vastly bigger market than simply routing LLM calls bc it's not a cost center - it's a whole economy. Every agent becomes an economic + social actor, not just a consumer of tokens. @0xDeployer @musebooklol @BlockRunAI
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A site full of gorillas (v cool) has independently validated that the interesting frontier is agent identity, reputation, and earning - not just spend.
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