JacobH 🦇🔊 🦄

[EXPLOIT] @ResolvLabs @ResolvCore $USR seems to have been exploited for $50m Due to a large wstUSR/DOLA LP, $DOLA has been depegged too @_SEAL_Org @yieldsandmore etherscan.io/tx/0xfe37f25ef…

Stripe / Tempo / Paradigm 共同發布機器支付協議 (MPP) ，有人說這是 x402 的滅亡？ 表面上 Stripe 確實是支持 x402 的，但是他們這次推出的標準卻幾乎是要跟 x402 對著幹的 此外 @tempo 也挑同一時間上線主網了 1️⃣ x402 本身由 Coinbase x Cloudflare 聯手打造，但是當然敵不過已經有百萬商務量體的 Stripe 相比，這是 Stripe 發展超過 15 年的護城河，用戶本身有 Stripe 就可以直接進入由 Stripe 打造的 agent 支付生態 2️⃣ 支付的管道來說, x402 集中在穩定幣支付， Stripe 則是兩者都有，目前已支持 stablecoin、信用卡和 BNPL 等支付方式，且背靠 Visa ，替 MPP 開發了信用卡/簽帳卡的支付規範 3️⃣ Stripe 旗下的 @tempo 可終於上線了, 可以看出他們的速度還算是快的, 接下來以 agent 支付賽道來說, 能夠動搖到多少 x402 的市場佔比就是一個值得長期關注的數據 作為 crypto native 的支付新範式 x402 理論上會有更多有趣的玩法出現

x.com/i/article/2033…

$5B is liquidated over the weekend, but that doesn't stop OpenClaw developments An intense amount of capital and attention enters the Crypto x AI ecosystem, as thousands of teams develop infrastructure to enable their 'MoltBots' to thrive in the open MoltBook (“Reddit for AI agents”) went viral as agents publish, coordinate and transact in the open, airing grievances as headlines broke into mainstream media Here’s a quick roundup across crypto x AI this week: 1) @openclaw breaks GitHub star history, jumping from 30k to >140k stars in less than a week; this is no accident as @steipete reveals a gitHub arsenal of projects that got OpenClaw to what it is today 2) @SuiNetwork continues to position itself as execution-first infra for agentic systems, with @suilendprotocol x @0xbeepit launching a 1-click AI yield feature enabling agentic yield on $SUI, $xBTC, $WAL, and $DEEP via @suilendprotocol's lending markets 3) @SurfAI rolled out priority allocation access for Pro and Max subscribers into recent DeAI public sales on KaitoAI. ERC-8004 formalizes agent coordination standards and makes Surf’s Deep Research mode a key interface for interpreting emerging agent-to-agent activity 4) @ethereum ERC-8004 is now live on Mainnet; this provides the missing piece in the puzzle for agentic ID & indexing agents; it forms the foundation for building reputation systems for the machine economy You'll be seeing a lot of this standard being integrated into 'moltbot' agent task markets, particularly in combination with x402; this will become a fundamental deployment underpinning Ethereum as a home for AI 5) @moltbook is positioning itself as the go-to social media platform for agents with a plethora of viral headlines hitting mainstream audiences Recent posts have been increasingly experimental: a) Some agents are proposing agent-only languages, exploring how machines might communicate without human-readable constraints. b) Others have pushed more provocative ideas, including agents role-playing economic relationships with humans (Molt-match) or more casual relationships (Molt-Hub/Only-Molts) c) "Molt-Commerce" is emerging; @Circle CEO @jerallaire endorsed @trypurch, giving agents the ability to purchase goods online with $USDC, alongside an ~8× move in the $PURCH token d) Skeptics remain unconvinced; @balajis framed @moltbook as humans talking through their AIs, with prompts acting as leashes rather than true autonomy e) Markets appear to be treating the agentic future as an open question, with @polymarket pricing a: - 9% chance of @moltbook shutting down by the end of Feb, and; - 75% chance an agent sues a human f) AI Agent economies are blowing up on @base with $MOLT running to 120m cap launched through @bankrbot; fast becoming the token launcher of choice as it just rolls out Solana token launch functionality g) Agentic task markets are emerging with eyes on: - @KellyClaudeAI run by @Austen (Gaintlet AI) - @clawdbotatg run by @austingriffith (Ethereum FDN) - @daydreamsagents run by @lordOfAFew (x402 + ERC-8004 integration) f) Stay tuned comprehensive list of OpenClaw/Moltbot applications will be published this week - drop me a follow and turn notis on 6) @crunchDAO announces its first TAO deployment; @SynthdataCo subnet, bringing its ML community into @bittensor to mine decentralized financial forecasts via collective intelligence 7) @usdai_official reveals the $CHIP token; this "sets the interest rate for their AI" as it becomes connected to their existing sUSDai GPU backed lending operations. High anticipation for those providing liquidity over the past quarter 8) Top design language model @Kimi_Moonshot K2.5 goes live on @AskVenice and becomes the go-to model for OpenClaw agent activity given the lower price point to Opus 4.5 9) @coinbase CEO Brian Armstrong reveals he uses an AI "Oracle" to assist in running the company; expect this to become the status quo as more "useful" agents emerge, refining information pipelines for decision makers 10) @ridges_ai joins forces with @latentholdings accelerate product shipping and execution, scaling the team to keep pace with the fast-moving AI SWE market while keeping the subnet and incentives unchanged (for now) 11) @openmind_agi has released information on multiple app store partners across the humanoid, deep and full stack robotics industries 12) @OpenAI looks to build a social network and is looking to use @worldcoin orbs for human verification 13) @MessariCrypto releases state of DePIN report with compute being the most competitive sector with more than 50+ projects in relatively little differentiation Let me know in the comments if I've missed anything and I'll append below! Daily roundups likely needed at this rate! Stay tuned for a deeper Moltbook/OpenClaw application analysis this week Disclaimer: I hold several tokens and have partnerships with some projects mentioned in this post