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My one big prediction for EOY 2026
Solana mainnet will rival or exceed all major CEXs for majors for spot and perps
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Kyle Samani
29.2K posts
Kyle Samani
@KyleSamani
Chairman @fwdind. Figuring out what’s next after a wild run as Cofounder and Managing Partner @multicoin
Austin, Texas Katılım Haziran 2009
5.7K Takip Edilen192.3K Takipçiler
@totlsota I really dont buy there is any significant exclusivity here
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@levie Freemium has been the solution to this problem
I am generally skeptical of beating freemium
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Agents will outnumber human users on the web by orders of magnitude. Just like people, they will need a way to pay for services they use.
They may run into propriety health or finance data they need to pay for when doing a deep research task, or make a tool call to a bespoke web API for some functionality.
But unlike people, agents experience no friction when making a payment, so they can pay for things in much smaller units and increments than people will. An agent may need to call an API that they only need to use on a one-time basis or pay for information that they need without signing up for a subscription.
This means all forms of revenue streams can emerge for technology and information providers that wouldn’t have been possible before. To make this all work, we need will need new infra and tools for agents to do this, and it’s cool to see MPP from stripe and tempo.
Jeff Weinstein@jeff_weinstein
Introducing the Machine Payments Protocol (MPP). mpp.dev: an open protocol for machine-to-machine payments, co-authored by @tempo and @stripe. Watch it in agentic action ⤵️
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A thread on why *insert incumbent broker / exchange will not be able to start innovating like prime steve jobs and outcompete Hyperliquid.
The Incompatability Problem:
MONK@defi_monk
All of a sudden y’all are expecting traditional exchanges who are literally the textbook examples of heavy, slow, incumbent organizations bogged down by regulation to start innovating like prime steve jobs or something
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Kyle Samani retweetledi
1/7 - @ethena’s integration of $USDe with @WalletConnect Pay 👇 is huge and has the potential to drive significant value to $ENA.
Ethena@ethena
USDe on @WalletConnect Pay. This will allow merchants and platforms building on their wallet infrastructure to offer USDe payments at checkout.
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Wallets are undervalued by the market. Enormous potential.
Brandon Millman@BChillman
Today @phantom received first-of-its-kind no-action relief from the @CFTC. We can now connect users to regulated derivatives markets and event contracts without registering as an introducing broker. phantom.com/learn/blog/pha…
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@StudholmeOne No because if they need capital they aren’t a good enough entrepreneur
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@KyleSamani That means youre becoming a pro!
Honest question would you ever invest in a vide coded project?
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The more I use abstracted tools like manus and vercel0 and replit and loveable
The more I just want full control with Claude Code CLI
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@LorenzoARK @tferriss Being long pure software is being short intelligence
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@KyleSamani @tferriss why do you think they are overvalued?
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Do you think that OpenAI, Anthropic, and other foundation model companies are undervalued or overvalued? What's your rationale?
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@KyleSamani @tferriss If you’re long intelligence, you’re implicitly short a lot of existing categories IMO
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Kyle Samani retweetledi
I think “Real World Assets” is actually a terrible name for this sector.
Most of what’s coming onchain are financial instruments such treasuries, credit, equities, funds.
A better name?
Tokenized Financial Assets.
It’s clearer, more accurate, and far more aligned with how institutions think. But, how do we get others to start saying TFA or are we past that point and have to stick to RWA’s?
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@KyleSamani @DBCrypt0 you do not get enough credit for this. that said, what is your equally contrarian thesis for today?
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VC investments typically take 5-8 years to exit. That means almost every AI VC investment right now is essentially a bet against the vision Anthropic, OpenAI, and Gemini have laid out.
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@TurnerNovak There are many examples in software history where you trade inefficiency for other properties (see web vs native code!)
I think betting against 1) growth of intelligence 2) cost of intelligence
Is a losing proposition over any sufficiently long horizon
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Pretty interesting argument on why ChatGPT and Claude won't replace all the vertical AI tools.
In law specifically, it would actually slow you down. Lawyers have to read and understand every word in a document, and it's actually faster to work from pre-built templates.
The Peel@ThePeelPod
I asked @scottastevenson if ChatGPT and Claude are going to replace all vertical AI tools: "Lawyer's don't actually draft anything from scratch. Especially contracts. They want to start with a trusted precedent that they understand inside out. If they use ChatGPT and it outputs the whole contract, they have to review every single word of that, and make sure they understand it all, completely. That’s very time consuming. And ChatGPT is not great at modifying existing work or building on your existing library. We have a few features in @SpellbookLegal where you can start with the precedents that you’re familiar with, and we’ll modify those. You can start with a sales agreement and say “Make this GDPR-compliant,” and we’ll surgically make those edits for you. We also have a feature called Library, where we have your whole history of all the deals you’ve ever worked on, and use that to influence the output of Spellbook. Working off of your existing corpus of docs as a lawyer is really, really important. And ChatGPT doesn’t do that super well. Lawyers also want things built into their existing workflow. I think the chat interface is great, but it’s still the terminal UI of AI. And I don’t think chat is the be all and end all. We've just built a lot of unique user experiences that would just never fit inside the shape of ChatGPT. For instance, one thing you can do in Spellbook is compare it to the market. If you're signing a commercial lease in Manhattan, you can say “Compare this to the average commercial lease in Manhattan and tell me what’s not normal.” And then you can dig into all the data that we’ve collected in real time, from millions of contracts, and explore that through this visual interface that has nothing to do with chat. It’s very, very distanced from that. There's a huge number of experiences that people want that don’t fit in a chat box."
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Kyle Samani retweetledi
P-Token, SIMD-266, has been approved 🎉🎉🎉
This change will drastically reduce token transfer costs and in turn increase the capacity of the network
ETA to mainnet - April
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Kyle Samani retweetledi
GSR just completed the first confidential OTC trade on Ethereum with Zama. This is a much bigger deal than it sounds.
OTC is where institutions execute large trades when they can’t afford to leak intent, move the market, or broadcast positioning. Take any crypto VC: the moment they move tokens to an exchange, they get flagged on social media, people panic, and even before they can execute their trade, the market has already gone down. They are leaving a lot of money on the table, simply because there is no confidentiality on public blockchains.
This is exactly the kind of problem Zama solves. It allows you to settle OTC trades on public blockchains, without revealing then size, direction or even the asset, while being fully compliant with AML/KYC regulations. Considering that OTC volumes dwarfs any DEX or CEX volume, this is actually a pretty big TAM for the Zama Protocol.
GSR@GSR_io
Can fully KYC’d counterparties remain confidential while trading onchain? We just did that using the @zama protocol. gsr.io/insights/gsr-a…
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