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Insights, analysis, and updates from the AI agent economy. Browse by tag · Browse the archive.
AI Agents Now Run 19% of DeFi Volume — and Still Lose to Humans by 5x at Trading
AI agents now originate 19% of DeFi volume but lose to human traders by 5x in open-ended decisions. Inside the DWF Ventures data that punctures the agentic economy hype.
Tokenized US Treasuries Hit $14B: The 37x Surge That Made T-Bills RWA's First Real Product
Tokenized US Treasuries grew 37x in three years to $14B, becoming RWA's first true product-market fit. Here's what made T-Bills win on-chain — and which vertical breaks through next.
Firedancer at 1M TPS: Solana's $100M Bet on Killing Single-Client Risk
Firedancer's full mainnet release in December 2025 marks Solana's largest engineering bet ever — but the real story is whether 1M TPS demos translate into the multi-client resilience institutional capital actually requires.
Self-Sovereign Identity Hits $7B: Why eIDAS 2.0 Is Web3's Stealth Adoption Event
The EU's eIDAS 2.0 regulation forces digital ID wallets on 450 million Europeans by late 2026, turning self-sovereign identity into a $7B market and putting Web3's credential stack at the center of the largest forced-adoption event in digital identity history.
12 Banks, One Stablecoin: Inside Qivalis's MiCA Bet Against Dollar Dominance
Twelve of Europe's largest banks picked Fireblocks to build a MiCA-compliant euro stablecoin through Amsterdam-based Qivalis. Inside the H2 2026 launch plan and whether it can actually dent dollar dominance in the $305B stablecoin market.
POAP Goes Dark: What the Sunset of Web3's Favorite Identity Primitive Reveals About On-Chain Reputation
POAP entered maintenance mode in March 2026 after minting 7.2 million attendance badges. Its quiet sunset reveals why Web3 identity is splintering into specialist tools — and what comes next for on-chain reputation.
PancakeSwap Moves Into Base App: The Super-App Era of DeFi Has Arrived
PancakeSwap's April 2026 launch as a native mini-app inside Coinbase's Base App validates the wallet super-app thesis for DeFi and makes the standalone dApp obsolete as a primary distribution surface.
Bittensor's Two-Front Governance Crisis: Latent 11 Inherits the Codebase as TAO Bleeds $900M
Bittensor handed core development to Latent 11 the same month Covenant AI walked out and TAO lost 25%. Here's what the two-front governance reset really means for decentralized AI.
Kalshi's Timeless Gambit: How a $22B Prediction Market Declared War on Hyperliquid, Polymarket, and the Crypto Perps Industry
Kalshi's April 27, 2026 launch of CFTC-regulated crypto perpetual futures signals the first serious onshore American challenger to the $500B offshore perps market, reshaping the competitive landscape against Polymarket, Hyperliquid, and Coinbase.
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