Lorenzo Belli
933 posts

Lorenzo Belli
@BlockLollo
DeFi maximalist. Ex Dev, almost human. Engineering Manager, ex @blockchain




Two weeks ago I made a bet with @VitalikButerin that one person could agentic-code an @ethereum client targeting 2030+ roadmap. So I built ETH2030 (eth2030.com | github.com/jiayaoqijia/et…). 702K lines of Go. 65 roadmap items. Syncs with mainnet. Here's what I found.

Useful study from the Fed: Kalshi forecast error lower than Fed Funds Futures




So it's possible to pipe Claude's thoughts directly into the game so that they show up above the character...











NEW: if you've been following crypto twitter in the past few weeks, you will probably notice that the crypto venture capital funds are confronting an identity crisis. I deep dive in my latest @business bloomberg.com/news/articles/…


OpenClaw, Moltbook, and the adjacent tools/frameworks being built on top of them have been flooding my timeline for the past month and now it's easy to give your agents their own wallets so that they can pay for web resources via x402 (see github.com/Merit-Systems/… by @merit_systems and @zauthx402/moltbot-x402" target="_blank" rel="nofollow noopener">npmjs.com/package/@zauth…
by @zauthx402) however, real x402 activity has been down only since the new year two months ago, we were seeing ~731k txns/day in february so far, we're down to ~57k 'real' x402 txns per day... ~8% of december's avg daily txns so what's this telling us? in my eyes there are two stories here: 1) the drop off in 'infrastructure & utilities' activity is to blame for the decrease in overall x402 txns. this is largely bc of slowing activity from x402secure.com, agentlisa.ai, and pay.codenut.ai, all of which are down over 80% from their daily highs a few months ago 2) the bigger takeaway is that these tools/apps/interfaces being developed recently are showing us what's possible and the direction we're heading in -- but the demand really isn't here yet. we're getting glimpses of entirely new vectors of value creation (agents coordinating resources, iterating on their own prompts, operating on longer time horizons) but that doesn't mean people are ready to set these agents loose when agents can crowdsource money, compute, and ideas without human bottlenecks, they'll create products we haven't even conceived of. w/ all that's going on, it's increasingly clear to me that we -- and by 'we' i mean our agents -- need frictionless ways to pay for web products and tooling. that means we need x402. we still need better tooling and discovery mechanisms but i'm hoping erc-8004 can help solve the coordination problem and make agent-to-agent resource markets actually discoverable and trustworthy the acceleration will be exponential. pay attention.








With more agents, everyday finance onchain will scale pretty rapidly. This year, AI payment volume could do a 10x as agents settle transactions autonomously, turning the internet into a true network of value. @arno39 from @Dune dropped this gem before @openclaw got viral:





