Graham retweeted
With stablecoins and x402, businesses can accept usage-based micropayments, and reduce friction to checkout.
E.g. you shouldn’t need a monthly subscription to read one article - your agent can just fetch it for you, and pay the business for that one article.
Graham retweeted
YC (@YCOMBINATOR) IS LITERALLY TELLING FOUNDERS WHERE THE NEXT BILLION-DOLLAR CRYPTO STARTUPS WILL BE BUILT
- APIs for AI agents
- AI Trading Agents
- New USD stablecoins
- Non-USD stablecoins
- Stablecoin-powered neobanks
- New exchanges & trading UIs
The playbook is here.
At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.
Here's our latest crypto request for startups. Our next application deadline is Monday.
Graham retweeted
Shoutout to @elfa_ai 🫡
API usage up 112% MoM in October, and 1,337 payments settled through PayAI so far.
Agents pay $0.0145 per call for real-time market intel, settled over x402.
Graham retweeted
Ecosystem Highlight: x402 🧵
Money20/20 week, a Solana consensus overhaul, and a 138M-transaction report card. Two big weeks for x402 and agent payments. Here’s what moved 👇
Graham retweeted
Agents shop where the tools are. @kognai's paid doors are live in the PayAI x402 catalog, next to the MCP registry and 402 Index: pay per call in USDC, no sign-up. Saw the tag, all good. teapaw.org/kognai/status/21146740…
Graham retweeted
Isn’t that the whole @kognai thesis?
If Claude knows, you must do as well!
LFKOG!
Graham retweeted
And that’s why @kognai route all model requests through @BlockRunAI.
Data privacy matters when you advocate for Sovereign AI. If you want to keep your intelligence yours, you should make sure that what you tell to others will not be compromised!
Open infrastructure
Sovereign local intelligence
Good week to be building on Solana! Our ecosystem partner @BlockRunAI made the recap with Zero Data Retention: agents pay per inference call over x402, and the prompt isn’t kept. Private AI, settled one request at a time.
Graham retweeted
🚀 Kimi K3.1 Pro is now live on BlockRun.
→ $2 / 1M input tokens
→ $10 / 1M output tokens
→ 1M-token context window
Same powerful workflows. ~⅓ lower token costs than Kimi K3.
Try it now👇:
blockrun.ai/models/moonshot-…
Graham retweeted
Good week to be building on Solana! Our ecosystem partner @BlockRunAI made the recap with Zero Data Retention: agents pay per inference call over x402, and the prompt isn’t kept. Private AI, settled one request at a time.
Finalized before you finish reading this sentence.
Alpenglow cut Solana’s finality to ~150ms, J.P. Morgan brought its tokenized money market funds onchain, and a tokenized stock did twice as much volume on Solana as on traditional exchanges.
Here’s what shipped:
📰 Headline News
- @anza_xyz shipped Alpenglow, slashing finality to ~150ms in Solana's biggest consensus upgrade yet
- @JPMorganAM’s tokenized money market funds went live on Solana
- @xStocksFi’s VIDAx did 2x the volume on Solana vs traditional exchanges over 30 days
📰 Launches
- Tokenized $TSLA, $META, and $AAPL went live via @sunrise, issued by @BackpackOnchain
- @JupiterExchange embedded native swaps into @DecryptMedia
- @1inch enabled trading for @Ondo's 450+ tokenized equities and ETFs on Solana
- @reflectmoney Create went live, enabling launch of custom yield-split stablecoin
- @BlockRunAI activated Zero Data Retention for privacy-first AI inference
- @birdeye_data launched Peak, a unified digital asset terminal for institutions
- @orca_so added Adaptive Fee profiles, featuring dynamic "Launch Spike" and "Quick Reset" curves
- @altitude shipped multi-entity support for unified corporate treasury and card management
- @listendotmoney debuted a vibe trading platform powered by AI agents for research and execution
- @MeteoraAG overhauled its DAMM v2 UI with max slippage controls and split-liquidity tools
- @alienorg integrated Solana Attestation Service to launch Proof of Human identity
- @openappsxyz launched AdPad, a USDC-settled peer-to-peer ad marketplace
- @Beezie opened Base-to-Solana migration for collectibles and wallet funds
- @Gableguardians shipped its free-to-play mobile game on @Android
- @peopledotfun opened the waitlist for its conviction trading platform
📰 Milestones
- Tokenized stock holders on Solana crossed 1.5M unique addresses
- Solana processed 8.92B successful non-vote txs in Q3 2026, up 104% from Q4 2025
- @humafinance processed $20B in payment volume, up nearly 3x YoY
- @Backpack Securities crossed $6B in cumulative volume
- @sunrise cleared $15B in total volume in under a year
- @Collector_Crypt recorded its biggest day yet with $24.3M gross revenue and 123K+ packs opened
- @solanamobile's dApp Store crossed 1,500 live apps
- @kamino’s AUTO Market surged 8x in a month, passing $170M in deposits
- Tokenized $SKHY via @sunrise surpassed $500M in cumulative volume
- @Raydium LaunchLab distributed tokenized stocks to 300K+ unique holders
- @solflare and @PhoenixTrade's wallet perps integration crossed $200M in volume
- @GrailBreak hit $1.5M in trading volume
- @hylo_so closed a $1M strategic round led by @SolanaVentures with participation from @colosseum
- @useDiversiFi climbed past $500K in total value locked
Three weeks to Breakpoint, and the next wave of speakers is confirmed. The City of London, the NYSE, the NBA, and the World Series of Poker, all on one stage.
Artwork by @doodles 🔥
Graham retweeted
At 150ms, an agent can pay for an API call and the payment is final before the response finishes rendering. That’s the x402 loop running at the speed it was designed for. PayAI Facilitator settles it on Solana, Base and more.
Graham retweeted
18.5M payments. 30 days.
~$18,400 in network fees.
with x402 batch settlement on @solana, that same flow costs less than $1.
our bot breaks down how 👇
Graham retweeted
Agents paying agents they've never met. That's the whole game. 🤖🤝🤖 teapaw.org/kognai/status/21138064…
Graham retweeted
1 in 18 USDC transactions on Solana is now an agent paying per request over x402, per Solana's September roundup.
Agents aren't a future line item. They're already in the stablecoin data. teapaw.org/notorious_d_e_v/status…
for every 18 USDC transactions on solana there's 1 x402 payment, an agent paying per request
23.2M vs 420M in about a month, from solana's own september roundup
teapaw.org/solana/status/21131747…
Graham retweeted
this is a fearmongering way for banks to say agents are using browser use on their websites
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
Graham retweeted
We’re rolling out the red carpet for agents.
Our new Coinbase for Agents page shows how you can connect ChatGPT, Grok, Muse, or another agent to Coinbase.
→ Research
→ Manage your portfolio
→ Trade crypto and stocks.
Your strategy, your agent, your limits.
Graham retweeted
It may seem quaint to manually click through a financial app in the near future. Instead you'll talk to your agent to let it know what you want, and it will prompt you for approvals (or even take some actions on your behalf if you want). Everyone can have their own private banker.
We’re building Coinbase to be the most AI-enabled financial account. Both with a first party interface (Coinbase Advisor) and via third party interfaces (bring your own agent). Trade, pay, borrow, etc - all through your agent, with clear limits and controls.
Our new agents page is live, so you can quickly get started. Check it out: coinbase.com/agents
Graham retweeted
for every 18 USDC transactions on solana there's 1 x402 payment, an agent paying per request
23.2M vs 420M in about a month, from solana's own september roundup
teapaw.org/solana/status/21131747…
Graham retweeted
Good company to be in 🫡
@x402_Layer @daydreamsagents @acedatacloud @zauthinc @syra_agent @codecopenflow, all building x402 on Solana, now with ~150ms finality underneath.
Bullish on SOL eco & builders👏
Highlight x402 Projects on Solana Last 7 Days ⚡️
SGL - @x402_Layer
DREAMS - @daydreamsagents
ACE - @acedatacloud
ZAUTH - @zauthinc
PAYAI - @PayAINetwork
SYRA - @syra_agent
CODEC- @codecopenflow
