never waste a good crisis

Safe is moving from adoption to economic scale. Q1 showed the smart account standard is not just widely used, but increasingly monetizable.

I think ambient intents are going to be a big deal. There are so many intentions we have that would make our lives better, but the cost of surfacing them to a market it too high, so they never become legible to the world. You want a better job, you want to swap your couch, you would apartment-swap with someone in your web-of-trust, you would upgrade from a two-bedroom to a three-bedroom if there were some graceful way to find the person who wants to size down, and you would love to sublet you place in New York without posting on Instagram and making 95% of you friends read a logistical errand that has nothing to do with them. Right now, the cost of expressing these intents is high. You have to remember the want, decide it is worth acting on, find the right channel, phrase it socially, tolerate the inbound, filter for trust, negotiate details, and then keep the whole thing alive in your head. So most of the long tail dies. Agents change this because they can keep the low-grade, half-formed wants running in the background. They know your calendar, your travel plans, your music, your reading, your friends, your constraints, and maybe your willingness to be interrupted. You listen to a band on repeat on Spotify and your agent notices they are playing 20 minutes from where you will be in California next month. You highlight a book you love in Readwise and it tells you that your friend is reading it too, and you will both be at the same dinner next week. You mention wanting Berlin in June and it quietly checks whether any trusted people from there want to apartment swap in New York then. The magic is lowering the cost of noticing, holding, matching, and negotiating these things. It will feel like a higher level of serendipity. This will require a web-of-trust that has yet to be built because there is an important privacy aspect to this. The dystopian version is "AI companies capture your intentions and auction them to whoever wants to manipulate you." The useful version is user-owned intents, where your agent can prove enough to match or negotiate without dumping your private life into a marketplace. Some of this already has been solved in cryptography: private set intersection for finding overlaps without revealing all non-matches, secure multiparty computation / homomorphic encryption for computing matches or scores over private inputs, zero-knowledge credentials for proving things like membership, attendance, reputation, or trust path without exposing everything underneath. If this works, a lot of modern life gets more liquid. Idea sharing, couches, apartments, reading groups, dinner plans, travel overlaps, introductions, tiny labor exchanges, borrowing a camera, finding the one person at an event who cares about the same weird thing. All the stuff that currently relies on posting into the void and hoping the right person happens to see it. The hard parts are real: consent, spam, weird incentives, agent loyalty, social context, and making sure this becomes a tool for people rather than a new ad exchange with better vibes. But I increasingly think the big unlock is giving our unexpressed intentions a safe place to live, and giving our agents permission to help them find each other. I know of @indexnetwork_ working on this. Anyone else?

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Introducing x402 by @CoinbaseDev — a new open payment standard that brings HTTP 402 payments to life. Agents with wallets can now pay for GPU inference and context on the fly. No keys. No config. Let’s build autonomous agents. x402.org

Crypto security has spent years improving warnings. Safenet takes a different path: onchain enforcement. Instead of telling users a transaction might be risky, Safenet checks transactions before execution and verifies cryptographic attestations onchain. Not better pop-ups. a stronger line of defence