Daniel.eth

Four buyback cycles later. 17.29% of the total $JST supply has now been removed from circulation. 🔥1,711,249,863 $JST burned in total 💎$94.62M in cumulative value It didn't happen overnight, it happened one quarter at a time. Powered by protocol revenue. Executed transparently on-chain. #JST #JustLendDAO #JUST

If AI agents become the largest blockchain users paying APIs, buying compute, hiring other agents, moving money… which layer do you think captures the most value? My first instinct was stablecoin issuers because they provide the money, or chains because they settle every payment. After mapping the full flow, I think both answers are only half right. Agentic payments could potentially reach multi-trillion-dollar annual volume by 2035, but volume and value capture are very different things. – @circle looks like the obvious monetary layer because USDC supply reached roughly $75B and generated billions in revenue. Yet 96% of that revenue came from reserve income, not payment fees. An agent can spend the same $10 balance 1,000 times and create huge transaction volume while barely increasing Circle’s reserve base. – x402 already gives the internet a machine-readable payment flow. An agent can discover a service, price it and pay for it using the protocol. Base claimed 100M+ x402 payments in Q1 2026. But in reality, x402 is open and royalty-free, so it captures almost nothing from the agentic payment flow. – @base has the same issue. It could settle billions of tiny payments, but agent transactions need to be nearly free or the model breaks. A $0.01 API call cannot support $0.01 gas forever. Chains will process enormous volume while competing to earn fractions of a cent. The agent doesn’t care whether settlement happens on Base, Solana, another L2 or an internal ledger. It will route wherever execution is cheapest, fastest and reliable enough. The durable money sits one layer above the transaction. – @stripe already processed $1.4T in annual payment volume, up 38%, and serves 78% of the Forbes AI 50. Now it has @Stablecoin, stablecoin accounts across 100+ countries, USDC and USDB balances, fiat rails, global card issuance, billing, merchant relationships and developer distribution. It doesn’t need to convince the world to become crypto native. It can make stablecoins disappear behind the API and still charge for billing, conversion, settlement, compliance and treasury. Even a 0.3% take rate on $1T of agent payment volume is $3B. At 0.5%, it becomes $5B. – @coinbase is building the crypto-native version of the same vertical stack. USDC distribution, Base settlement, exchange liquidity, custody, embedded wallets, AgentKit, fiat access and x402 all sit under one roof. The protocol itself may stay free, but it funnels agents toward everything Coinbase can monetize around it. – @Cloudflare’s sites already emit more than 1B HTTP 402 responses per day to bots and crawlers. It sits between agents and the internet resources they want, with Workers, Agents SDK, MCP integrations, bot management and pay-per-crawl infrastructure. That position lets it monetize the request before anyone even thinks about which chain settles the payment. My take is that agent payments may become one of the largest new sources of stablecoin volume. But the final winner won’t be whoever moves the most money. It will be whoever controls the balance, the permission and the relationship around it.

There are 8 billion people on earth. Soon there'll be 100 billion AI agents. Every one of them needs email. Six weeks ago I said the next wave of teams would run email through an agent instead of a dashboard. Today it ships. @nitrosendx is launching Agentic Email Marketing: the email layer for the agent economy. What agents can do on Nitrosend right now: Sign themselves up. Point any agent at nitrosend.com/SKILL.md and it creates the account, connects your domain, sorts billing and sends its first email. No API key. No dashboard. No human required. Shipped, and users agents signing up with it daily. Get their own inboxes (beta, by request). Real addresses on the domain you own. Your agents receive, and send 1-1 email conversations with customers. A reply lands at 3am, your agent answers it. Anything that needs a human gets escalated to you. Ask us and we'll flick yours on. Next: Agentic Outreach (coming soon). Your agent studies your best customers, finds more like them, writes like a person, sends in sequence and works the replies. Then: set a goal and walk away. Goal-based agentic marketing is in development. "20% more activations this quarter" and Nitrosend plans, sends, measures and improves every week. Why we built this: Gmail is agent hostile and expensive per seat. Legacy email platforms assume a human sitting in a dashboard. agents needed an email layer of their own. They're already better at it than we are. They read everything, never miss a follow-up, and write personally at any scale. *94%* of actions on Nitrosend already happen inside an agent (Claude, Codex, ChatGPT, Cursor), not in our UI. Humans approve. Agents operate. This is our third email company. Six billion emails across the first two. We've been burned by every ugly part of email already, which is why the approval gates are built in exactly where you want them. Watch the launch, then send your agent to work: nitrosend.com/email-for-agen… send it.

Today, while reviewing my Nucleus profile, I realized once again why the platform is so much more than just a classic task site. Many platforms only look at how many tasks you've completed or how many posts you've created. @NucleusCodes , on the other hand, analyzes your digital identity. Your on chain transactions, social influence, content, interaction quality, and contributions to the ecosystem are all combined under a single reputation system. The goal isn't just to distribute rewards, but to build a trustworthy Web3 profile in the long term. You can see this very clearly on the profile screen. Reputation Tier, On Chain, and Off Chain scores are evaluated independently. Badges, social connections, analyzed content, and expertise levels in different categories reflect your digital history over time. In other words, the platform doesn't just answer the question "what did you do today?", but also "how do you add value to the ecosystem?". The Off Chain Analytics section is particularly noteworthy. Hundreds of posts are analyzed, and your content is categorized into different Web3 categories. The platform identifies the areas in which you are producing content under headings such as AI, DeFi, infrastructure, RWA, gaming, ecosystem, and many more. This creates a significant infrastructure that can facilitate projects reaching truly relevant producers in the future. The Neutron AI assistant offered by the platform is also part of this vision. The goal is to enable users to utilize the ecosystem more efficiently, receive quick answers to their questions, and have a smarter experience within the platform. One of Nucleus's strongest points is its ability to bring together different Web3 projects on a single platform. Currently, infrastructure projects, RWA focused initiatives, gaming ecosystems, and campaigns belonging to different blockchain networks are run through the same reputation system. Thus, instead of starting each new project from scratch, the trust score you build transforms into your digital reference over time. Users who contributed during Season 2 will also be rewarded with $AURA. However, $AURA's purpose is not just a reward distribution. It represents early participation and contribution to the ecosystem. After the season is completed, it will play a role in off chain reputation calculations, and new use cases are expected to be announced in the future. Therefore, the contributions earned today can form the foundation not only for today's opportunities but also for future ecosystem opportunities. While being at the top of the Season 2 leaderboard is a great motivation for me, what's truly important is building a strong Web3 reputation in the long term, rather than just a few weeks' race. Nucleus's approach aims precisely at this. By bringing together content creators, on chain users, and genuine community contributions in a single intelligent reputation layer, it helps make trust measurable on Web3. Here are my invitation links for those who want to participate: nucleus.codes/invited?code=C… nucleus.codes/invited?code=W… nucleus.codes/invited?code=y… This is not an advertisement or sponsorship. The "Paid Affiliate" label has been added due to platform X's rules. No compensation or payment has been received for this project. I am sharing this information solely to inform and keep my followers updated. Everyone should do their own research. THIS IS NOT FINANCIAL ADVICE. :)