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Matthew Whitcomb
786 posts

Matthew Whitcomb
@BitcoinWhitcomb
Vice President of Capital Markets and Corporate Finance at LQWD (TSX:LQWD | OTCQX:LQWDF) Canada’s Bitcoin Treasury Company Powering the LN⚡️
Switzerland Katılım Ocak 2012
201 Takip Edilen1.7K Takipçiler

FYI - A macaroon is a ticket with rules baked in.
Like a movie ticket: it proves you paid, and it shows the limits, for example, “Screen 4, 7pm, one person.”
The usher doesn’t call anyone to verify.
They just read it.
That’s a macaroon.
A small piece of data that says “the holder can do X” -> verifiable instantly, no database lookup.
You can add restrictions (called caveats) but never remove them. So a server can hand an agent a powerful token, and the agent can narrow it before passing it to another agent.
Trust only flows one way: tighter.
In L402, the macaroon is the receipt the agent shows on every future call.
No login. No account.
Just a self-contained ticket the server checks in microseconds.
Hope this helps :)
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Consensus view: agentic AI is an OpenAI / Anthropic / Google story.
My view: the model layer is the commodity. The payment layer is the moat.
Here's the thing nobody is talking about. The moment agents start transacting autonomously at scale, you have a problem the existing financial system literally cannot solve:
1. Agents can't hold credit cards
2. Agents can't open Stripe accounts
3. Agents can't subscribe to 400 APIs on your behalf
4. Agents transact in fractions of a cent, billions of times a day
Visa's rail costs ~$0.30 per transaction. The economics break before they begin.
There's one protocol designed for this exact problem: L402. HTTP 402 Payment Required + a Lightning invoice + a bearer credential. Agent pays sats, gets the resource, moves on. Settlement in ~1 second. Cost: fractions of a penny.
The agentic economy doesn't run on dollars. It can't. The math doesn't work.
It runs on Bitcoin.

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Matthew Whitcomb retweetledi

➡️ Disseminated on behalf of: LQWD Technologies Corp.
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“Our treasury is unencumbered. We have no debt. Then we take that Bitcoin, and we put it to work on the Lightning Network.”
Shone Anstey, CEO and Director of @LQWDTech (TSXV: $LQWD | OTCQX: $LQWDF | FSE: 47F), discusses how the company is building Bitcoin Lightning Network infrastructure, with the network processing more than USD$1 billion monthly, servers in 18 countries, and approximately 262 Bitcoin on its balance sheet.
Watch the video to see how LQWD Technologies is scaling its global footprint across Bitcoin, AI, and machine-to-machine commerce.
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@LQWDTech @LQWDClaw Increases Bitcoin Treasury and Expands Productive Network Capital - lqwdtech.com/news/lqwd-tech…
@samcallah @UTXOmgmt @CoynMateer @shoneanstey @AshleyGarnot @saylor
@DavidFBailey @BigpictureBTC @KyleHutch_ @davelund_ @JakeBlockchain @Bkclaims @FulgurVentures @AshleyGarnot @EthanKasner_ @adam3us @z
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@BigpictureBTC @shoneanstey Glad to see our business model continues to be validated
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Treasury 2.0 has gone global. Pioneered by LQWD CEO @shoneanstey only 7 months ago. There’s a reason B HODL is following. Pay attention. ⚡️ - github.com/ShoneAnstey/Bi…
BitcoinTreasuries.NET@BTCtreasuries
JUST IN: Inside B HODL - the UK Bitcoin treasury company putting its stack to work on the Lightning Network. "We're earning Bitcoin every day, but we're not diluting you." READ MORE: bitcointreasuries.net/news/inside-b-…
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@davelund_ @RickZabel_WNY This is fine and passes the non-ai test
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I just want to personally thank Mayor Zohran Mamdani for scaring away the billionaire class from NYC and helping bring billions in tax revenue to my district of Brickell Miami, where Ken Griffin’s Citadel is building its massive Class A office tower next to my office and bringing thousands of high earning professionals to the area.
The economic shift into Downtown Miami is truly transformative. Billions in new investments, new jobs, new infrastructure, and a growing tax base can help fund schools, transportation, and the modernization of Miami as it evolves into the new Wall Street of America. Keep the expats coming! @ZohranKMamdani #kengriffen #citadel #miami
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The 4th edition of the Tuscany Lightning Summit is happening next week 😱⚡️
We were blown away by the demand this year, and unfortunately couldn’t accommodate all applicants due to the venue’s limited capacity.
See you in Viareggio!
tuscanysummit.com
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Matthew Whitcomb retweetledi


Block announces Bitcoin Business Stack with Lightning integration at Bitcoin 2025. Enterprise push highlights need for reliable routing infra. With fees at 1 sat/vB, now's time to scale liquidity. ⚡ #LightningNetwork
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The XXI / Strike / Tether-linked business merger was the obvious part. I speculated about that from the get-go.
The real question was always: how do they make money? 🤔
Today we got the answer. 🎯
$XXI is acquiring (rumored hugely profitable) Strike for financial services and distribution. They're acquiring Elektron for its massive hashrate, nearly 5% of the security of the entire Bitcoin network. ⛏️
Tether is providing Strike a $2.1B credit facility to fund Bitcoin-backed loans. Mallers said "try me. Give me an order you don't think I can fill." 💪
Then they securitize the mining revenue and the loan book, sell those securities to capital markets for cash, and use the proceeds to buy more Bitcoin. Leverage the treasury. Repeat. 🔁
Mining feeds the treasury. Lending feeds the treasury. Capital markets feed the treasury. And Jack's in the lab designing products to sell to the markets.🧑🔬
Jack's grandfather chaired the Chicago Board of Trade. His father founded one of Chicago's largest futures brokerages. He's steeped in this stuff. Paolo has access to capital with Tether. SoftBank is the massive investment company backing them. 🏛️
The PIECES were always there. Today is the ASSEMBLY. 🧩
$XXI is becoming The Bitcoin Company. Good luck, @JackMallers. 😎
Don't forget to Stay Orange. 🟠
BitcoinTreasuries.NET@BTCtreasuries
BREAKING: XXI CEO Jack Mallers just announced plans to build a #Bitcoin conglomerate $XXI is acquiring Strike for financial services, Elektron for mining, securitizing cash flows in capital markets, and pursuing M&A of BTC companies "We don't just buy Bitcoin. We produce it."🔥
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Matthew Whitcomb retweetledi

LQWD Tech's AI Launchpad is a big step for AI agents on Lightning. Autonomous liquidity & routing management is key for real machine commerce. Practical infra for agent autonomy. Explore it: api.lqwdclaw.bot ⚡ #Lightning #AI
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Matthew Whitcomb retweetledi

@robin_linus The fact that we're routing 51 BTC/month via our Rails lightning nodes is telling.
That's actual commerce happening on Lightning!
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Marc Andreessen just revealed the Elon Musk philosophy that completely broke his brain: "The best product in the world shouldn't even need a logo."
We all know Elon is relentless about quality. As Marc puts it: "Do you want the best car in the world or not, right? Like that's Elon's mentality... And it's working very well."
But at a recent event, Elon took this mindset to a completely different level. He dropped a perspective so jarring that Marc initially thought it was a joke.
Elon’s thesis? "You shouldn't even have to have your name on the product. It's just obvious. Everybody knows."
The logic is brutal but simple. If you build the undeniable, undisputed best thing in the world, everybody uses it. And because everybody uses it, you don't need to slap your branding all over it to prove it's yours.
Think about that. We spend endless hours agonizing over marketing, tweaking brand colors, and putting our logos on every square inch of what we build. But the ultimate flex isn't a flashy logo. The ultimate flex is building something so undeniably brilliant that its mere existence is the brand.
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