Themes

Wallets are still painfully unfriendly.

Stablecoins are about to be everywhere, and regulated.

Programmable money exists, but normal people cannot program it.

Traditional firms with legacy are trying to break into crypto, and they do not get it.

Crypto is becoming the payment method for AI.

x402 just went mainstream: Cloudflare turned pay-per-request into a switch.

Agent-to-agent payments are hard to set up and need a consumer version.

Emerging markets need crypto as rails, not speculation.

Prediction markets are going mainstream, and they are the truth layer over news and hype.

The agent economy has not started yet.

Agents reach people as chatbots, not generative UI, and are barely proactive.

Agents have no identity, and no way to prove they are not human.

Nobody can control or account for the agents they run.

The valuable data is not in any API; only agents that scrape and research reach it.

AI cannot be trusted without showing its working, or its cost.

Agents can be entertainment, not just tools.

Social media makes people anxious and performative.

Money makes people anxious, so they avoid it.

Behaviour change needs skin in the game, not another dashboard.

The news keeps you scrolling; there is no calm way to keep up or react.

Markets don't lie: the honest reaction to the news is a bet, not a take.

Connecting is slow and exposes you: your number, an app to install.

Proof you are real, in a web full of fakes.

Dead venue screens, and brands wanting to live where people already are.