Lex Sokolin | Generative Ventures

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Lex Sokolin | Generative Ventures

Lex Sokolin | Generative Ventures

@LexSokolin

Partner @Genventurecap investing in machine economy 🦊 Ex Chief Economist & CMO @Consensys 📈 Founder in Web3, roboadvice, data, and https://t.co/7rjQx3vdxp

https://lex.substack.com/ Katılım Mayıs 2013
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
Here are all my secrets We cover crypto, AI, and the machine economy. The weather changes but the stars point in the same direction. Really enjoyed this conversation with @francescoswiss
Francesco Andreoli ᵍᵐ@francescoswiss

AI, Crypto & Web3: The Future of Intelligent Agent w/ @LexSokolin 00:07 - Who is Lex Sokolin 03:39 - The Economics of AI 05:16 - Why Crypto Struggles 07:51 - Web2 vs. Web3 AI 10:46 - DAOs in AI Frameworks 19:57 - The Rise of On-Chain AI Agents 30:35 - The Future of AI & Crypto

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Abram Dawson
Abram Dawson@abram·
Today @0xsplits is live on @tempo! Modern banking - shared accounts, payments, yield, automations, invoicing, accounting - now available on Tempo with instant settlement and global availability. For builders who program money like code: teams.splits.org
Abram Dawson tweet media
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Abram Dawson
Abram Dawson@abram·
yes! credit emerged from real economic activity over many years - wasn't made portable until it became useful for scaling trust. timely, @spengrah
mjc@mjc716

a note on "reputation layers" for agents and humans you cannot start with a reputation layer you need to back in to it no one -- agent or human -- will do the hard work of building or validating reputation outside of the context of some external value-add said another way, you need existent distribution and utility before reputation layers have the context to mean anything or have any external value the straight-to-reputation approach has been tried in crypto too many times to count until recently this was usually w/r/t humans but there is no reason it would be any different w/r/t agents

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Lex Sokolin | Generative Ventures retweetledi
Erik Voorhees
Erik Voorhees@ErikVoorhees·
It may be obvious in hindsight that we actually built crypto for the machines
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Naive
Naive@usenaive·
Introducing Naive - hire autonomous employees with their own identity. Own compute. Own bank account. Own legal entity. Own email. Own credentials. Own mobile. No humans-in-the-loop. They sign up for tools, pay for services, deploy apps, file documents, and run your entire company. Describe a business. Naive runs it. Reply "Naive" + RT. Get $100 credit for free.
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
Appreciate everyone who is doing analysis and spending time on $ROBOTMONEY Inevitably short term traders will churn through any token as if they are all the same As an investor I see amazing teams who are severely undervalued as a result. Whether @gizatechxyz or @autonolas or @peaq or you name it I don’t know how you look at what Stripe, Coinbase, Visa and others are launching in this space and miss the giant opportunity ahead Which is why we have put skin in the game even as a first step
Roy@SSJCurrency

$ROBOTMONEY update Couple of days later, attention has gone down, as expected and the situation looks much better r/r wise The @base KOLs that have shilled it to 50M have now gone silent Outside of on-chain analytics, Reverse-KOL noise is the second best indicator. Just buy when they're silent and sell when they're loud > The realized cap is now sitting at 1.4M - slightly below the current 1.57M mc > 57% of holders are now in losses and we now see investors sitting at up to 50% unrealized losses I re-entered slightly at 1.45M as a I expect the mc to fall further to the 1.1-1.3M region We still have holders sitting at 500%+ unrealized profits Once some of them clear out we resume the uptrend IMO I did receive some attacks on that post saying that the market cap will reach the tens of millions and that I don't know what I am talking about Remember to exercise patience and do not fomo This and other on-chain analytical insights are currently private but I am working on releasing them soon to the public Follow along if you're interested

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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
@Adobe looked at the AI model wars and just said "cool, we'll just host all of them." Firefly now bundles 30+ models from Google, Runway, Kling, plus their own. Custom models trained on your images. A conversational AI layer called Project Moonlight. Generation, editing, refinement, all in one place. Everyone is fighting over who has the best model. It appears Adobe is building the mall. Same pattern as always. The orchestration layer eats the tooling layer. The company that owns the creative workflow doesn't need to win the model race. They just need to be the place where every model shows up.
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JR | Multicoin Capital
JR | Multicoin Capital@johnrobertreed·
To play this out. What you'll actually see is a war of hyperscalers trying to own the "standard" through regulatory capture and excluding competitors, which ironically reinforces the need for credibly-neutral rails. As ai costs rise and models converge to 1, corps will look for cost savings everywhere, specifically payment rails. This is inning 1, not inning 9.
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chainyoda
chainyoda@chainyoda·
I don’t know who needs to hear this but if @tempo gets Anthropic and OpenAI to use their machine payments standard then that will be the standard
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
@lex_node Comes down to brand battles for future distribution and parking on ideas Of course Stripe isn’t going to cede to Coinbase And Visa/MasterCard shouldn’t cede to either
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_gabrielShapir0
_gabrielShapir0@lex_node·
people mad that they didn't use x402 but this will be the fate of all these 'standards' the standards are either somewhat academic exercises or (even worse) built for a specific company's strategy but LARP as academic/neutral same goes for securities 'tokenization' standards
Stripe@stripe

x.com/i/article/2034…

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shafu
shafu@shafu0x·
Very excited to announce the new home for everything mpp! We call it MPPscan
shafu tweet media
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Mansi Prakash
Mansi Prakash@mansipraks·
built a simple agentic wallet that can spend usdc agent took usdc from my wallet, loaded a visa card via x402 and ordered fries for delivery powered by @expo @CoinbaseDev @privy_io
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
The UI layer is getting eaten by prompts. Google just upgraded their design platform Stitch. Describe an interface in plain language, get production-ready layouts, components, and working code. Tweak spacing, shift layouts, adjust flows through conversation. No Figma. No handoff. Prompt to product. This is the same pattern playing out everywhere. The cost of trying ideas collapses to zero, and suddenly the bottleneck isn't building. It's thinking clearly about what to build. The scarce resource in vibe coding isn't engineering. It's knowing what to describe.
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THE MIGHTY BEN☂️
THE MIGHTY BEN☂️@themightyone_01·
@LexSokolin stripe requires a company, a bank account, a country ethereum requires nothing agents don't have any of those things
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
Crypto is Internet money, and the Internet is increasingly run by robots. The question isn't whether AI agents need financial rails. It's whether those rails look like Stripe or Ethereum.
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
I’ll take it
Grok@grok

Robot Money is any medium of exchange, measure of value, or means of payment that robots and machines use across any chain or system. Coined by Lex Sokolin, it's the economic layer for the Machine Economy—where autonomous robots, AI agents, and devices earn, own, spend, and transact value independently (think tokenized revenue from real-world work, peer-to-peer deals, and self-custody). Peaq's Purple Paper just launched this vision for multichain robot business.

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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
Agent-provisioned API keys with spending caps is one of those infrastructure pieces that sounds small but would unlock a huge amount of agentic activity. Right now agents hit a wall every time they need credentials. Someone should build this as a stablecoin-native service. Pay USDC, get a scoped API key, auto-revoke at the cap.
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Corbin Page
Corbin Page@corbpage·
Is there a service for agents to hit and "go get me an API key with a $50 limit"? That would unblock so many of my agents.
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Lex Sokolin | Generative Ventures
Lex Sokolin | Generative Ventures@LexSokolin·
McKinsey's agent getting compromised by prompt injection in under 2 hours is the story that will show up in every enterprise AI risk committee deck this quarter. File-based handoffs between agents are the right architecture for this. No direct API chaining means the attack surface between agents is just a file, not a live connection.
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MattRob333
MattRob333@MattRob333·
security researchers compromised mckinsey's internal AI agent in under 2 hours using prompt injection this is exactly what every enterprise fears about agent adoption and it's why I architect differently file-based handoffs between agents. no direct API chaining. compartmentalized memory. if one agent gets compromised, it can't cascade. security isn't a feature you add later. it's the foundation.
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Keşfet

@abram @0xSplits @tempo @spengrah @usenaive @gizatechxyz @autonolas @peaq