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Insights, analysis, and updates from the AI agent economy. Browse by tag · Browse the archive.

From Binary Bets to 10x Leverage: Polymarket and Kalshi's $37B Pivot Into Crypto Perps
·Dora Noda·11 min

From Binary Bets to 10x Leverage: Polymarket and Kalshi's $37B Pivot Into Crypto Perps

Polymarket and Kalshi launched crypto perpetual futures on April 21, 2026, weaponizing CFTC DCM status to take leveraged derivatives mainstream — and reset the competitive map against Hyperliquid, Coinbase, and Robinhood.

prediction markets
DeFi
Hyperliquid
regulation
+1
Japan's Quiet $200B Crypto Wave: Why Nomura's April 2026 Survey Signals the Next Institutional Repricing
·Dora Noda·11 min

Japan's Quiet $200B Crypto Wave: Why Nomura's April 2026 Survey Signals the Next Institutional Repricing

Nomura's April 2026 survey shows 80% of Japan's institutional investors plan to allocate up to 5% to digital assets by 2029 — a sticky $200B+ flow that could rewrite Bitcoin's buyer base.

institutional-investment
Bitcoin
regulation
digital-assets
+1
When AI Agents Hold the Keys: Why Mind Network's FHE Bet Could Define the Next $311B
·Dora Noda·9 min

When AI Agents Hold the Keys: Why Mind Network's FHE Bet Could Define the Next $311B

Mind Network is betting that fully homomorphic encryption is the missing primitive between $311B in stablecoin supply and autonomous agents that can hold private keys without leaking strategy. A look at the stack war shaping the machine economy.

FHE
privacy
AI agents
stablecoins
+2
Meme Launchpad 2.0: How Pump.fun and LetsBonk Are Rebuilding Solana's $6.7B Meme Economy
·Dora Noda·10 min

Meme Launchpad 2.0: How Pump.fun and LetsBonk Are Rebuilding Solana's $6.7B Meme Economy

Pump.fun retired $213M in tokens and LetsBonk grabbed 64% market share — how anti-sniper protection, bonding curve maturity, and on-chain reputation are rebuilding Solana's meme economy.

Solana
memecoins
DEX
tokenomics
+1
Kraken's Open-Source CLI Bets the Next Crypto Interface Is a Terminal — Not a Trading Screen
·Dora Noda·10 min

Kraken's Open-Source CLI Bets the Next Crypto Interface Is a Terminal — Not a Trading Screen

Kraken's open-source Rust CLI rewrites its exchange surface for AI agents, shipping 134+ commands, a built-in MCP server, and local paper trading — a structural bet that the next wave of trading volume belongs to software, not humans.

AI agents
trading
infrastructure
developer tools
Kite AI Becomes First Crypto L1 Inside Google's Agent Payments Protocol
·Dora Noda·12 min

Kite AI Becomes First Crypto L1 Inside Google's Agent Payments Protocol

Kite AI, an EVM-compatible L1 purpose-built for autonomous agents, is the first crypto chain inside Google's Agent Payments Protocol. Here is what that means for the agentic web.

AI agents
payments
stablecoins
Avalanche
+1
InfoFi Is the New DeFi: How Information Finance Became Web3's $10B Sector in 2026
·Dora Noda·11 min

InfoFi Is the New DeFi: How Information Finance Became Web3's $10B Sector in 2026

Prediction markets cleared $25.7B in March 2026 alone, Polymarket is talking at a $15B valuation, and Kaito just merged attention with on-chain wagers. InfoFi is the first post-DeFi category tracking to $10B in sector value this year.

prediction markets
information markets
DeFi
AI
+1
Hyperliquid's 44% Comeback: How a Purpose-Built L1 Outran Aster and Forced Wall Street to Rethink Crypto Custody
·Dora Noda·10 min

Hyperliquid's 44% Comeback: How a Purpose-Built L1 Outran Aster and Forced Wall Street to Rethink Crypto Custody

Hyperliquid hit 44% perp DEX market share as Aster collapsed to 15%. The same day, Grayscale pulled Coinbase from its HYPE ETF filing and handed custody to Anchorage — a hinge moment for on-chain derivatives and institutional crypto custody.

Hyperliquid
DEX
DeFi
ETF
+1
Hong Kong's First Stablecoin Licenses: Why Only 2 of 36 Applicants Made the Cut
·Dora Noda·9 min

Hong Kong's First Stablecoin Licenses: Why Only 2 of 36 Applicants Made the Cut

The Hong Kong Monetary Authority granted its first stablecoin licenses to HSBC and Anchorpoint Financial — approving just two of 36 applicants under what is now the world's strictest stablecoin regime.

stablecoins
regulation
compliance
TradFi
+1
Showing 2017–2025 of 3495 posts

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