|
Feb 18
|
|
—
|
LONG
|
Shaun Lee
Co-founder of OSN (Open Stable Network)
|
"You need to build infrastructure to solve that... having the infrastructure in place not only to facilitate US dollar stable coins but as well as facilitating local currency staples becomes critically important." As regulators in non-US jurisdictions (UAE, Philippines, Japan) enforce local currency sovereignty, volume will shift from generic USD rails to compliant, local-currency stablecoin infrastructure. Companies building the "last mile" API connections between blockchains and local banking systems will capture the fees from this volume migration. LONG. The sector is pivoting from speculative trading (USD-denominated) to real-world commercial settlement (Local-denominated). Over-regulation stifling adoption or banking partners de-risking from crypto infrastructure providers. |
CoinDesk
OSN Opens a New Blockchain Payment Rail Betwe...
|
|
Feb 15
|
|
—
|
LONG
|
Kain Warwick
Founder, Synthetix / Infinex
|
Stripe is launching agent payments, and AI models are accelerating to a point where they will autonomously transact. AI agents don't sleep and don't need to be "convinced" to buy; they just execute tasks. This creates a high-velocity, 24/7 economy where agents pay agents. Crypto rails (stablecoins) are the native currency for these non-human actors. LONG infrastructure that enables machine-to-machine value transfer. AI safety regulations capping autonomous payments; centralized rails (Stripe) capturing value over decentralized protocols. |
Unchained (Chopping Block)
No Altcoin Season? Tell That to the TradFi Pl...
|
|
Feb 10
|
|
—
|
LONG
|
Changpeng Zhao
Founder & Former CEO, Binance
|
CZ argues that in the near future, millions of AI agents will transact on behalf of humans. He explicitly states, "Agents cannot use banks... banks won't onboard and AML/KYC an agent." Traditional finance (TradFi) relies on identity (KYC). AI agents are software. Therefore, AI agents *must* use permissionless, programmable money (Crypto) to function. This creates a massive, non-human source of transaction volume and demand for high-throughput blockchains and stablecoins. LONG. This is a structural demand shock. Assets that facilitate high-frequency, low-cost machine-to-machine payments will capture this value. AI development slows down; agents use closed-loop internal credits instead of public blockchains. |
All-In Podcast
Binance CEO: 4 Months in Prison, $4 Billion F...
|