The Art Deco posting shall continue until morale improves

T minus 7

…and that is a direct result of the US pursuing a stupid f*cking war in the Mideast 23 years ago. Yet somehow, a quorum of Washington policymakers thinks a SECOND stupid f*cking war in the Mideast would be a smart way to compete with China. What’s the definition of insanity?🤦‍♂️

1. Stocks will all be tokenized 2. Bonds will all be tokenized 3. Funds will all be tokenized 4. Real estate will be tokenized 5. Private credit will be tokenized 6. Commodities will be tokenized 7. Treasuries will be tokenized 8. Art will be tokenized 9. Collectibles will be tokenized 10. Infrastructure will be tokenized 11. Insurance will be tokenized 12. Company shares will be issued onchain 13. Stablecoins will become the default rails for moving money 14. Every major financial institution will have an onchain product 15. Every major asset manager will have tokenized products 16. Financial markets will trade 24/7 17. Settlement will move from days to seconds 18. Ownership will become programmable 19. Collateral will become composable 20. Assets will move across borders without traditional financial plumbing 21. The distinction between crypto and finance will keep disappearing 22. Tokenized assets will become normal for the average investor 23. Billions of people will eventually interact with tokenized assets without even thinking about it 24. The majority of financial assets will eventually have an onchain representation 25. Tokenization will become so normal that we stop calling it tokenization

This is just the beginning Eurodollarization is back

the golden age of agentic trading is coming retail has access to what only large firms had before inference based strategies are magical -@ASvanevik

I'm excited to join @DragonflyVC on the investment team For years crypto has been the driving force in my life I've become a clearer thinker, because permisionless capital aggregates around the best ideas and what drives attention I've met countless new people both online and off, some of whom I'm lucky to call my closest friends Crypto represents the most pure, reflexive form of capital markets, and I strongly believe the most transformational companies, products and protocols will follow Working with @HadickM @hosseeb @tomhschmidt @KawageboF47481 @0xsudogm @0xelton and the rest of the Dragonfly team is an honor, one which I am very grateful for

So @coinbase just quietly became a challenger to every broker-dealer on Wall Street, and nobody is modeling the revenue. 1. Eligible US retail can now request IPO allocations inside the @coinbase app: starting with Oura, 50M shares at $40-44, up to a $2.2B raise. 2. Stack it up: crypto spot, prediction markets at $100M+ annualized (+106% QoQ), single-stock perps filed for US retail, and now IPOs. This is the Everything Exchange they keep talking about, being built in public. 3. Clear Street raised to $224 on this. Coinbase Capital Markets is now competing directly with bulge brackets for the retail allocation. What I’m interested is the B20 and Nasdaq IPO dual listing on @base. Is @coinbase gonna tokenized Oura on day 1?

In July I wrote that most published agent cards are not actually A2A. At the time that meant 65 providers out of 22,341 hosts, ten of them conformant, and I called it a starting line rather than an adoption story. apievangelist.com/2026/09/21…

Strangely my iPhone battery life has been suffering lately. Went to Apple website and of course... new iPhone drops tomorrow. *sigh*

Jacob is one of the few people who actually ships beautiful onchain products. Good hire. DeFi Polymarket needed this.

Most comprehensive review of x402 eco I've seen yet!

Hyperscaler CDS widening isn't dealer hedging... otherwise, bank spreads would be moving too 📉. Instead, the market is repricing deteriorating credit fundamentals: debt-financed AI capex, rising leverage, and negative FCF with uncertain ROI 🤖💸. Torsten at Apollo

Been using LLMs the entire year, but yesterday was the first time I sent them out bug-hunting proper in my codebase. Well... we're fucked. They traced a way to brick an Ark, going from the mobile app, through the cloud, laptop it's plugged into, firmware, USB stack, kernel.

That said, the fact the LLM saw this line: format!("{} \u{00b7} v{} \u{00b7} {}", carrier, revision, name) And managed to escalate it across the stack into a full on denial of service exploit blew my mind.

New x402 guide from the cracked team @Alchemy

Translation: our gross margins are getting competed down to 0 by open source models and our capex burn rate is too high. Let’s maintain our margins with regulatory capture, ban open source models, and slow down the capex arms race. All with a virtue signaling cherry on top.

Our goal is to make Coinbase the best place to trade everything, agentically. This includes enabling agents to economically reason about tools related to financial data on demand. Let's leverage x402 to democratize access to research, intelligence, and execution capabilities traditionally reserved for institutions, and put it in the hands of everyone.

Great read, covers how cloud players are thinking about the changing economics of the internet and x402.

It's official: MetaMask will never airdrop. Time to pack it up.