This is really what the RWA <> onchain crossover is about…

Canada really does have a moment here.

Tooling is definitely coming to better adopt agentic workflows in orgs, as is more inference independence… … but in early-stage venture when speed and responsiveness matters most, if you have to wait for that tooling, you’re at a structural disadvantage.

Fully expect this, and they are already telegraphing it. The level of public backlash is what they are negotiating with, and are gathering two weeks of usage and trial balloon data up to their June 22 date.

Intelligent task decomposition and routing to the appropriate models is going to ramp up quickly. Fable speedran credits on major research and feature builds… … one of which reactivated automated workflows that cost over $100 a couple months ago down to pennies.

Imagine. Crypto. Finance but better. For years crypto had to conform to a stunted subset of capabilities. That script is flipping.

Exactly. There are so many layers that one needs to build on top of inference to get the enterprise-grade collaboration/coordination surface, including governance and provenance, right.

And there’s so much fun you can have with fully backed tokens - the backing makes them safe to play with and create new market based experiences. Everything is market. Markets are fun.

What every ai org op build slams into.

Also, yep…

Yep…

scarce assets that become ever more vital in an era of abundance are becoming an increasingly fascinating investment class, led by investors that understand stewardship

Show vs tell is getting easier than ever. In crypto though, smart contracts are still the constraint as new contracts with any novelty are gated by risk, hardening, and audits, and most existing contracts have very specific or limited uses because of that constraint. Unless…

A product is the thing you use to solve your problem or get a job done. People use products. Products thus serve those people. Not all people. Just the people with the specific problem the product aims to solve. The best products focus. If you have a loose screw, you reach for a screwdriver. Not a hammer. Not a penny. Not a multitool. A fucking screwdriver. A platform is a foundation for products. It's the technology, the infrastructure, the tooling, the resources. Eventually it is the ecosystem of people and APIs and libraries and other products and network effects. People do not use the platform. People build products on the platform. They build products that serve their users. The platform is the foundation. It is not the product. The best platforms are ones where every builder can build whatever they want without any blockers. You don't need approval. You know your users and their needs and you solve their problems. The platform unlocks and enables you to do that better, cheaper, more easily. If the platform does not allow you to create more value with the platform than without it then you don't use the platform. It's very simple. See: Base v OP Stack. The second-worst platform is a product that calls itself a platform. That non-platform end ups not empowering anyone while also not bothering to solving any problems or serving any user needs. It's bad, but mostly harmless (unless you are an employee there lol) No, the absolute worst platform is one that is actually a platform that actually has products built on it but suddenly fancies itself a product. If you are building on a platform that shifts to serve end-user directly, you should RUN THE FUCK AWAY. Their mission is no longer to empower anyone to build anything. It's to deliver their own products and solve their own user's needs. They will happily ignore/deprioritize/rug every other competing product. As they should. You cannot build a great product while building someone else's product at the same time. You cannot build a great platform if you are building a solution to a specific problem and specific user need. The EF is not building a product.

Large treasuries and sophisticated actors will gravitate to assets that give them more utility and composability. It will take time for many to understand, but agents and agent managed treasuries will shorten that loop.

This has been an incredible journey and collab with @demirelo @xTiagoSantana and the @inverternetwork crew (h/t to @jeffemmett on bringing us all together). If you like what's here, you'll like what's coming. Good primitives unlock entirely new design spaces.

people naturally think of clawds as human-like entities... and our future lives being a cohabitation of people and people like agents it gets more interesting though when you decompose agents into configurations of context, capabilities, and inference... also more nature-like

Just the beginning…

QuillAudits has started a comprehensive smart contract audit for @FloorsFinance🛡️ Floors brings tokens with rising floor prices, always-on liquidity, and credit lines that can never be liquidated - turning market activity into durable onchain backing. Our team will be reviewing the core Solidity token logic, permissions and key mechanisms to ensure robustness as the protocol scales. Security first. Built for builders.

One more application of bonding-curve-based primary AMMs. This is close to the same primitive we're building around at @FloorsFinance, just pointed at a different goal: using the primary curve to enforce redeemability (a floor) and to make credit depend on that floor instead of spot price. (ps. @hosseeb et al are again one step ahead of the curve)