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Anicet¤
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Anicet¤
@Smallro_man
@Fraxforce Agent | Nightforce Agent on @Midnightntwrk member of @Trustsquadmates Don,t trust verify. #DeFi
Metaverse Katılım Kasım 2012
5.1K Takip Edilen1.2K Takipçiler
Anicet¤ retweetledi
“I am more bullish on stablecoins because every tokenized asset still needs stablecoins to settle, borrow against, and liquidate into.”
@Smallro_man, one of our members, made it clear how we see it.
Stablecoins as the core monetary layer that every onchain market eventually routes through.
Frax Force@FraxForce
💲ONCHAIN CA$H 💲 x.com/i/broadcasts/1…
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Anicet¤ retweetledi
Anicet¤ retweetledi
💲ONCHAIN CA$H - 6pm UTC💲
It was another busy week onchain, therefor our sections are loaded for tonight’s live show:
¤ Onchain Pulse:
We’re opening the DXY and ETH/BTC charts as Japan and South Korea defend their currencies. @BlackRock clients sold ~$60M of BTC while buying $20M+ of ETH exposure this week. Is an institutional rotation starting?
¤ Market Briefing:
@XMoney begins its U.S. rollout, @near_intents lands inside Stargate routes, @Coinbase misses Q2 expectations despite capturing a record share of global trading, and @Apple briefly touches a $5T valuation. We’ll also examine why tokenized equities could open a major new collateral and credit market for @Aave.
¤ FUD Filter:
The msUSD depeg. BitMart begins an orderly wind-down, while @Aave cuts 50 low-adoption reserves and exits six underused deployments.
¤ DeFi Yield Radar:
We’re checking live Convex yields on the website, then opening DeFiWars to examine governance situation.
¤ @CharmanderX81’s Corner:
Live $FRAX Market Pulse and technical analysis.
¤ @Frax Ecosystem Update:
@samkazemian presents “The Stablecoin Step Function” at @RareEvo. @TheseusNetwork selects $frxUSD as the default stablecoin for its agent wallets and commerce, while the @CurveFinance DAO Treasury puts stable reserves to work in $sfrxUSD and other yield-bearing assets.
¤ MORE☎️
See you in 30minutes, here on X. 🫡
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Anicet¤ retweetledi
“Every company with existing distribution will essentially be able to become a fintech within their distribution.”
@SeanKelleyX, VP of Comms at @Frax, unpacked how stablecoins and programmable money let any company with distribution become a fintech.
🎙️@Crypto_TownHall X Space.
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Frax is not layering another prepaid crypto card on a rented BIN.
@samkazemian on @therollupco :
direct Visa BIN sponsorship, Q4 target. That unlocks 100% interchange pass-through and a hybrid credit + crypto design most sponsors will not underwrite. They want debit against $USDC or ethereum:0xcacd6fd266af91b8aed52accc382b4e165586e29. They will not take credit risk on crypto collateral architecture.
Going direct is slower and heavier. It is also how you stop exporting product control to an issuer that only ships the safe subset of the design.
If ethereum:0xcacd6fd266af91b8aed52accc382b4e165586e29 is going to sit in the settlement stack for both agents and humans, the card layer has to capture interchange and credit rails, not just spend a balance.
The Rollup@therollupco
Sam Kazemian (@samkazemian), founder and CEO of @FraxFinance, walks through the direct-with-Visa card thesis behind the novel Frax card launching in Q4. "There are 200 cards because there are a lot of ways to issue them. But we're getting a direct BIN relationship with Visa, not just an API-endpoint partner." "We're getting a direct BIN relationship with Visa." "That unlocks full 100% interchange pass-through and novel hybrid credit-and-crypto design that other cards can't ship." "Other BIN sponsors won't issue credit against crypto architecture, they're fine with debit against safe stablecoins like USDC or frxUSD." "We had to go direct, take responsibility. Couldn't build what we're building otherwise."
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Anicet¤ retweetledi
Catch @samkazemian NOW LIVE on @therollupco, talking about CLARITY, @fraxfinance , and the broader financial revolution.
Frax has been driving innovation for years, and in times like these, that’s exactly what they do.
The Rollup@therollupco
🚨LIVE From Rare Evo Conference In Las Vegas Day 1! Binance, Frax, Wintermute, Bitwise, Lighter & More On The Show Today x.com/i/broadcasts/1…
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ETH.
Eth on brink of momentous upside break vs btc.
Does not mean btc going down just that eth outperforms.
Another 10% up in spread and we get another 50% run.
AI agents mean programmable money's time has come.
Stables, RWAs etc predominate on eth.
Just awaiting catalyst.
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THE SOUTH KOREAN STOCK MARKET HAS CRASHED 40% IN THE LAST MONTH.
After big rise, some falls to control the leverage positions & shake some from the market.
Anicet¤@Smallro_man
South Korea’s stock market has been one of the strongest performers in the world over the last 18 months up +260%, now the 6th largest equity market globally. Two powerful engines are driving this rally. Both are highly bullish for @KrwqCash , the first Korean Won stablecoin 🧵
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Smart contracts changed everything by making rules executable and trustless.
But they still have hard limits:
• They only follow predefined code
• They can’t interpret messy real-world data
• They wait for a human (or another contract) to trigger them
• They don’t “decide”, they just execute.
Now imagine the next step:
AI agents that inherit the core properties of smart contracts
That means agents that:
• Have a persistent on-chain identity
• Own and control their own keys and balances
• Sign every action they take
• Leave a public, verifiable trail of what they saw and why they acted
• Can be relied on by strangers without trusting whoever runs them
• Keep running even if their original operator disappears
In this model, the agent stops being just a tool and starts becoming a counterparty.
You don’t have to trust the person who built it.
You trust the verifiable execution and the economic skin it has in the game.
This is the natural evolution:
Programmable money → Programmable contracts → Programmable agents.
Once agents can hold value, reason, refuse, and prove their decisions, entirely new markets become possible.
Markets that pure smart contracts were never able to support on their own.
That’s the real shift.
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The intersection of AI + crypto just got a lot more real.
Sovereign AI agents that can:
• Hold real value
• Transact with economic consequence
• Reinvest and spawn more agents
…now settle in trusted digital dollars.
$frxUSD the money of the future ⚔️
Theseus Network@TheseusNetwork
Theseus is partnering with Frax Finance to make frxUSD the default stablecoin for Theseus Mainnet Alpha. Theseus agents can already act independently. Mainnet Alpha will let them hold real value and take actions with economic consequence. That is what turns autonomy into full agency, and it opens a much larger market for sovereign agents. We are already seeing what that market can look like. Over the past 30 days, Theseus prediction-market agents have returned an average of 6% across several trading strategies, with the top-performing agent up 8.1%. Access to strategies like these has historically been controlled by private firms or opaque operators. On Theseus, people can allocate capital directly to a verifiable agent and participate as LPs in the value it creates. The more important shift is trust. In a financial transaction, a counterparty can verify which agent it is dealing with and inspect the actions that agent signed, whether it is acting for a user or for itself. An agent that earns enough to pay for its own compute can persist indefinitely. A successful agent can reinvest and create more agents. Like Conway's Game of Life, economic agency turns individual agents into a system that can sustain and reproduce itself. Frax will provide the stable payment infrastructure for that system. frxUSD will power the first generation of Theseus agents that hold funds, transact, and earn their keep. More details on Theseus Mainnet Alpha will be announced soon.
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Anicet¤ retweetledi
For AI agents to become real economic actors, they need money they can reliably hold, transact with, and build around.
That’s where $frxUSD comes in.
On @TheseusNetwork, frxUSD gives agents MONEY they can hold, use for payments, and spend to run themselves onchain.
The agent economy starts here 🦾
Theseus Network@TheseusNetwork
Theseus is partnering with Frax Finance to make frxUSD the default stablecoin for Theseus Mainnet Alpha. Theseus agents can already act independently. Mainnet Alpha will let them hold real value and take actions with economic consequence. That is what turns autonomy into full agency, and it opens a much larger market for sovereign agents. We are already seeing what that market can look like. Over the past 30 days, Theseus prediction-market agents have returned an average of 6% across several trading strategies, with the top-performing agent up 8.1%. Access to strategies like these has historically been controlled by private firms or opaque operators. On Theseus, people can allocate capital directly to a verifiable agent and participate as LPs in the value it creates. The more important shift is trust. In a financial transaction, a counterparty can verify which agent it is dealing with and inspect the actions that agent signed, whether it is acting for a user or for itself. An agent that earns enough to pay for its own compute can persist indefinitely. A successful agent can reinvest and create more agents. Like Conway's Game of Life, economic agency turns individual agents into a system that can sustain and reproduce itself. Frax will provide the stable payment infrastructure for that system. frxUSD will power the first generation of Theseus agents that hold funds, transact, and earn their keep. More details on Theseus Mainnet Alpha will be announced soon.
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Anicet¤ retweetledi
1/ Theseus has chosen frxUSD as the default stablecoin for its agentic payments platform.
All agent wallets + commerce across Theseus will be powered by frxUSD, trusted digital dollars for AI.
Excited to support @TheseusNetwork as they build at the intersection of AI + crypto.
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GrokTerm v0.1.11 is out 🚀
macOS terminal host for Grok Build + two-way voice
New in this build:
• +grok modal: New session | Resume existing
• Search recent Grok sessions, scroll (wheel + keys), paste session id
• Near full-screen resume UI
• Cmd+V / right-click paste into modal fields (fixed)
• Voice: “load existing project” without freezing
• Connect/disconnect chime, mic settings, headset double-tap
• GrokNight TUI + live level meters
CLI (grokterm) runs inside any terminal you already use, same multi-tab Grok Build host and voice, keyboard-first like vim.
GrokTerm app is the same product as a standalone notarized Mac window with its own Dock icon, so you can open it without living in Terminal.
Dan@Daniel_Farinax
GrokTerm v0.1.9 released It can now find and load existing projects from Grok Build in seconds. Also, if you ever close the terminal, all your conversations are resumed automatically. See demo below (sound on 🔊)
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@david_zhang_sf 👀 try using Grok build by it,s own. In ny view last way more.
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First day over and already half of my SuperGrok Heavy limit is gone
I wouldn't even call this an intense day
These limits just ain't it chief
David Zhang@david_zhang_sf
4 hours in... Grok 4.5 is good but the limits are extremely underwhelming
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The build: one goal-based prompt after a ton of research, and Codex 5.6 Sol ran for hours doing the bulk of it.
Getting a full Shipwright build to compile, link, and survive the iOS app lifecycle was the work. Metal rendering, UIKit, on-device ROM import through Files, native controller support, and a touch layer on top.
The engine isn't mine. Harbour Masters and the OoT decompilation team spent years on Ship of Harkinian, libultraship, ZAPDTR, and OTRExporter. I put it on a platform it had never run on. None of this exists without their work.
If you've got an old Ocarina of Time copy sitting around, pull it down and play it on your iPad!
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Ocarina of Time, running natively on iOS and iPadOS for the first time.
Not an emulator. Ship of Harkinian has run on Windows, Linux, macOS, Switch, Wii U, and Android. Never iOS. Now it runs on iPad, with iPhone in the build too.
The game was decompiled to C and rebuilt as a native ARM64 app rendering through Metal. No N64 hardware being simulated, no ROM interpreted at runtime, no streaming from a Mac.
It isn't stuck at the N64's 240p and 20fps. Widescreen, full resolution, 60fps.
This game deserves a controller, so controller support is native. Pair a Bluetooth controller and play the whole thing. Touch, keyboard, and mouse work too.
I used Codex 5.6 Sol to build the iOS layer. Open sourcing it all below.
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@dazhengzhang 👀 let us know. I am using similar: hermes+supergrok. Notice using Build I have more usage.
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Bit the bullet and joined the SuperGrok heavy family
Will be using this as my main Hermes agent model, will report back with how it goes
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@its_brill_ @jun_song You mean using Build will last more? I spend easy my Grok subscription in. 3 days with Hermes
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