Patrick Delaney

What needs to be in place before you can trust an agent with your money? Or your clients’ funds? Sitting down with Jonathan Reisman and talking AI x blockchain was one of my highlights at Consensus in Miami this year. Thank you to @P2Pvalidator for the great interviewand also to @StakingRewards for hosting us!

This is one of the reasons why TA works. Price is the result of aggregated human behavior expressed in a binary set of actions (buying and selling). In free markets that is one of the most pure and large data sets on the world that we have access to. Markets=information networks

@RushiChavan_ This is very on point and it is one of the reasons why TA works. Price is the result of aggregated human behavior expressed in a binary set of actions (buying and selling). In free markets that is one of the most pure and large data sets on the world that we have access to.

Markets route information better than rulers ever will

Knowledge never exists in concentrated form Information is naturally decentralized, scattered across millions of individuals, no central planner can ever aggregate it efficiently ​DeFi, DAOs, prediction markets, and AI-agent economies aren't just tech trends, they are decentralized coordination mechanisms designed to harvest this dispersed human intelligence The use of knowledge in society by friedrich hayek is one of the most relevant paper for crypto

@charcoded Very relevant content

channeling some creative energy while i’m OOO into a new platform so as not to spam X not talking about crypto on there but will use it as an outlet for my film photography / fashion / fitness / general musings first post is about ripstop

Meet our team at @AgenticDay during @DutchBlockWeek tomorrow!

@chamath I don’t think it’s odd at all, it’s a flavor of marketing.

Doomers have been wrong betting against human progress, productivity growth and screaming of job apocalypses of all kinds since time immemorial. This time is no different. Well, actually the only difference this time around is that a portion of the Doomers are also some of the people making the progress in the first place which is very odd.

@goatv_bk 💯

This is the power of why curating vaults is important. Zyfai can be seen as curators of curators.

@validated_ron @ABNAMRO @Deloitte @donginsel Agreed, and that’s what I specialize in 🤝

@Stillm4n @ABNAMRO @Deloitte @donginsel Sounds interesting. Probably need serious guardrails around those agents if you want to see your money back though

Kicking off Dutch Blockchain Week strong with @ABNAMRO‘s Anaelle Ubaldino, @Deloitte‘s Kim Schneider and @donginsel at Agentic Day tomorrow. If you are curious about the convergence of stablecoins and AI this will be the panel for you:

@BackTheBunny Lmao at this trio of posts (from a terrifyingly hot ex attic turned airbnb in Amsterdam)

I'm off to attend some museums for free now; they've removed entry fees for some because they're apparently serving as temporary bomb shelters to save people from the certain death of being very, very sweaty.

it's really hot. I'm in Lyon right now. it's hot. very warm. I've been out and about the last couple days. sweaty stuff. if you're posting on the internet, then it is "terrifyingly warm".

It's the Age of Builders. (sorry financiers and talkers)

@0xave @a16zcrypto @HaunVentures @Dragonfly @variantfund Worth a read in the context of your framing imo:

Some of the largest crypto funds have raised huge amounts recently, e.g. @a16zcrypto ($2.2b), @HaunVentures ($1b), @dragonfly ($650m) and @variantfund ($222m) - where most of the theses are consensus and related to AI agents using crypto rails. The problem is, so far in 2026 we have hardly seen any valuable agent-driven crypto use-cases. We are at historic lows at pre-seed and seed stage in crypto venture right now. I think a lot of this comes down to the fact that most net-new potential innovation in crypto is at the crypto x AI intersection, but very little value has been created so far from early experimentation. Infra needs to be built, but to be successful, teams are now competing against incumbents with large distribution for the first time, making it harder than ever. Middleware is now too easy for other competitors and/or buyers to replicate. Applications are working out what settlement layer will win, what standard will win and what business model makes sense in an agent-driven world - all of which are very early. We’re also early in understanding the AI problem itself and why crypto is a relevant solution. I think @Tempo will be a great success but it’s still built with incentives of private companies in mind. There could be limitations to what agents on Tempo can do. We saw for the first time last week what censorship in AI looks like. We don’t really know the full ramifications yet and likely will not know for the next 6 months how AI will be governed by centralised forces. 2026 has been a tough year for crypto startups. It happens to coincide with a crypto bear market. I think a lot of this comes down to macro and timing / understanding of the AI problem itself and why crypto matters to solve it. However, there are great early signs of crypto x AI working. In particular, the traction that we have seen in decentralised training (e.g. @PrimeIntellect, @Pluralis) and harnesses (e.g. @NousResearch) is very real. There is a real case for truly ‘Open AI’ to extend beyond just these use-cases in future. Whilst timing has not been perfect yet for crypto x AI, I am very bullish on timing of crypto x AI going into 2027. I strongly believe it is only a matter of time.

On my way to Berlin for a couple @BerBlockWeek events. Mostly going to be checking out @AIAgentsSummit. Say hi if you are around!

@0xJeff @BlockRunAI @merit_systems @Vishwa_lab Would you be interested in getting a look at what we are building at @ampli_inc? I think it would fit nicely into this list. Happy to show you around!

The agentic economy is coming ​ > x402 txns hit the highest point in the last 5 months > Gradual increase in agentic vol $60k - $90k > Most of the demand goes to 3 providers > @BlockRunAI models/tools, @merit_systems tools, @Vishwa_lab pre-execution control layer ​ OpenRouter Fusion proved that you can access Fable 5-like intelligence with 50% of the cost by intelligently routing close & open models ​ x402 can take that a step further by optimizing both model & tools per use — more granularity (specific model & tool for a specific use case), cheaper inference & tool calls (x402 subsidized pricing/granular routing) ​ Can't wait to see more exciting agentic use cases

Piece of history worth knowing today:

@samkamani Was great talking to you in Miami @samkamani. Looking forward to the next time!

5/5: The endgame? A personal banker in every phone. An AI managing your finances 24/7 without you handing over keys or trust. No regulatory grey zones. No human error. That's where Ampli is building. Full episode live now 🎙️ open.spotify.com/episode/2y36ms…

1/5: A month ago in Miami, I talked with @ampli_inc and @Stillm4n about AI agents managing billions safely. Here's what shifted how I think about blockchain, security, and the future of finance 🧵

@jonah_b Done! The dm might be in the hidden folder depending on your settings.

@Stillm4n dm me a link to the event :)

I'm hosting a private dinner in Berlin tonight. Should be a great group. I have two open seats left. Who should I bring?

And agents are the missing piece unlocking defi UX for consumers. Each user will have an agent doing the confusing blockchain busy work in the back end. The frontend will deliver and interest rate in a friendly and familiar way. That’s how defi mass adoption will happen, without users noticing. Agents have advantages over vaults too that become more apparent, the closer we operate at the consumer level: no commingling of funds, no vault shares that could be security tokens. Happy to chat more about this and how we are building towards this future at @ampli_inc

there will be no more fintech without crypto. the playbook for financial applications going forward is the defi mullet: fintech in the front, defi in the back