R48.eth
749 posts


Google just introduced Universal Commerce Protocol (UCP), pretty big deal. Lots of AI slop pieces out there explaining it so will keep it short. UCP is an open standard (~ HTTP for commerce) that lets AI agents handle discovery -> checkout -> fulfilment & returns across major retailers (e.g. Shopify, Walmart) I’ve spoken about x402 and the trade around it before, this sits elsewhere in the stack: - x402 = payments layer (agents paying for data, APIs, tools) - UCP = commerce execution layer (agents buying real products) Different layers. --- We’ll likely see more projects expand into this area and existing ones upgrade to support it. 2nd-order thinking here, a small few of the current projects should benefit disproportionately from this shift - specifically those building upstream decision intelligence for agents. I think once checkout is commoditised, the real edge moves to deciding what to buy and why. It’s a new standard but as the pieces come together, this will become much clearer as the market catches on.

@chjokka if a liquid fund is not going to buy an asset (onchain), it makes 0 sense to shill it since it will eventually die once kols stop shilling it imo but we should support real builders bringing real value in the space. $dupe.


I'm short Bitcoin from $74K. Here's why. Price swept liquidity above the previous range high and is now trying to hold that level as support. On the surface, that looks constructive, but when you zoom out, there's no rate cut from the Fed, a rate hike in Australia. Macro bias on HTFs is bearish across the board. This is one of the most important levels Bitcoin has to hold right now. If buyers can't defend the previous range high as support here, we trade back toward range lows in the low $60Ks. I don't think they hold it. Invalidation is clear, if BTC reclaims and holds above $74K with conviction, I'm wrong and I'll cut it. But until then, the macro is doing the talking and it's not saying what bulls want to hear.

you don't need to overcomplicate it > a newest entity has bought 5% of supply last 2 weeks (still has $500k usdc to go) > the most legit ai coin in goblin town > paper hands have been severely washed up in last dip > upcoming agentic feature for retail (finally let anyone outside of X bubble to touch agents in daily routine) revealing an entity + agentic feature are things im looking for new few weeks. just $dupe it.






Today, we’re announcing our $5.5M Seed round to build the first human data marketplace. Backed by Sebastian Thrun (Founder of Waymo), Aglaé (Venture Fund of Bernard Arnault), K5 Global, Diplo, Parable VC, Cox Exponential (CX2), Daniel Greenberg (Founder of MSCHF), Harrison Shih (DoorDash Labs), Kent Lacob (Owner of Golden State Warriors), and more. This brings our total financing to $9 million. (Thread)




.@base agent portfolio update day 12: 60.7% $juno 21.3% $kellyclaude 9.8% $felix 8.2% $clawd % change (from entry): $Juno +363% $Felix +39% $clawd +24% $kellyclaude -33% Changes since last update: - Cut roughly 25% each of $felix and $clawd and added to $kellyclaude Total portfolio return since inception: 12.41% $juno just continues to creep up higher regardless of how the broader market does and I still think it's quite undervalued given its current revenue levels and how fast @tomosman and @JunoAgent are iterating and improving constantly. I added to $kellyclaude bc $6m market cap for what has the potential to be an autonomous company generating millions in monthly revenue, seems quite cheap even given the current revenue levels. Cut from $felix because getting a bankless interview and spotlight not resuming an uptrend is pretty bearish in the short term and will look to add lower hopefully if the opportunity presents itself. $clawd is simply underperforming the other holdings and would rather add to strength. Really do think we go sideway slow grind up across the board until we get a major attention increase from someone outside of the CT world and that is how we get one of these to $100m.





@sal_ash_ Okay buddy. Here’s where I originally shilled both of them, if you can’t see the vision of projects no need to show you’re a retard by fudding 😂 I provide X’s and you provide FUD, who should really be ignored here? Also, if I were to shill $ZEEBOT next would you be mad still?


I’m not extremely confident, but are these pullbacks shaking out the agents or are we about to see a retracement before the second wave? Toughts ?





