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Lucas
1,317 posts
Lucas
@OnchainLu
agentic commerce is coming. x402, incubated by @CoinbaseDev, has taken off in the past month, peaking at 3.3M transactions (~$3M!) on a single day so what’s really happening, and who’s positioned to capture this value? let’s take a look at what the data says...
- some bittersweet news: my time @Delphi_Digital has come to an end. research @ Delphi has been incredible. i really couldn't have asked for a better group of passionate, perpetually onchain people to learn from. Delphi's Hivemind is 1 of 1. i'll be forever grateful to
- seeing World raise $135M right as their token inflation hits 600% in the past year is... fascinating timing let me break down whether this bet actually makes sense or if we're just watching the most expensive identity experiment ever
- the @worldnetwork ecosystem is gaining momentum. here's an update on what's happened in the 2 months since I published my deep-dive on World -> current high lvl metrics (as of 8/4): User Growth Despite Hardware Constraints? -over 1.8M new humans were verified. that's a 14%
- funny how we're building this massive AI economy but still using monetary systems based on vibes if agents are doing most of the economic activity soon, shouldn't their money directly measure computation instead of our made-up human values? this is where @ambient_xyz comes in
- we are now <2 months from the first $TAO halving perhaps this is part of the reason for the explosive upwards price action over the past dew days...
- decentralized training generally falls into two buckets -- i think 1 of them has a better chance at beating big tech bucket 1: data-parallel everyone gets a full copy of the model, trains on different data, and shares learnings. this has major benefits: well-understood, low
- life update: I'm officially in web3 full-time! couldn't be more excited to join the stacked team @Delphi_Digital and do my part to contribute to a future where tech is democratized and owned (by users) special thanks to @yeahfortommy for crypto-pilling me 🙏🏼Replying to @Delphi_DigitalWe'll definitely be doing this again and want to thank everyone who participated. Please give a warm welcome to @simononchain, @0x_Arcana, and @OnchainLu to the Delphi team! Be sure to give them a follow!
- if AGI is the next great threshold, i think embodied intelligence is the bridge to cross it. @PrismaXai is building that bridge. they’re creating a decentralized network that coordinates the collection of the training data needed to make robots truly intelligent. let's get
