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

Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation
·Dora Noda·7 min

Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation

Over 100 public companies now hold 1.1 million+ BTC on their balance sheets. From Strategy's 762K BTC hoard to Metaplanet's yen-funded accumulation, explore how the corporate Bitcoin treasury movement is reshaping supply dynamics — and why 2026's bear market is testing its limits.

crypto
investment
finance
institutional-investment
+4
Prediction Markets Hit $21B Monthly Volume — Why Wall Street Is Betting on Bets, Not Yield Farming
·Dora Noda·9 min

Prediction Markets Hit $21B Monthly Volume — Why Wall Street Is Betting on Bets, Not Yield Farming

Prediction markets are outpacing DeFi yield farming as crypto's first sector with genuine institutional product-market fit. With Kalshi at a $22B valuation, Polymarket attracting $600M from ICE, and $21B in monthly volume, event contracts are reshaping how Wall Street engages with crypto.

prediction markets
DeFi
institutional-investment
regulation
+1
Polkadot's Pi Day Revolution: How a 2.1 Billion Hard Cap Turned an Inflationary L1 Into a Deflationary Asset
·Dora Noda·9 min

Polkadot's Pi Day Revolution: How a 2.1 Billion Hard Cap Turned an Inflationary L1 Into a Deflationary Asset

Polkadot's March 2026 Pi Day halving capped DOT supply at 2.1 billion, slashed emissions 53.6%, and introduced the Dynamic Allocation Pool. We analyze the governance-driven scarcity model, validator economics, ETF timing, and what it means for L1 tokenomics.

Polkadot
tokenomics
staking
governance
+1
Perpification: Why Perpetual Futures May Eat Real-World Asset Tokenization Before Tokenization Eats Finance
·Dora Noda·9 min

Perpification: Why Perpetual Futures May Eat Real-World Asset Tokenization Before Tokenization Eats Finance

a16z's 2026 perpification thesis argues perpetual futures on real-world assets will scale faster than direct tokenization. With the S&P 500 now licensed on Hyperliquid, RWA perps hitting 20 percent of open interest, and Ostium raising 24 million dollars, the data increasingly supports derivatives-first over ownership-first approaches to putting global markets on-chain.

DeFi
RWA
trading
infrastructure
+3
MoonPay's Open Wallet Standard: Building the SWIFT of Machine Payments
·Dora Noda·8 min

MoonPay's Open Wallet Standard: Building the SWIFT of Machine Payments

MoonPay open-sourced the Open Wallet Standard with backing from PayPal, Circle, Ethereum Foundation, and 15+ contributors. We break down how OWS gives AI agents a universal, secure wallet layer across eight chain families — and where it fits in the fast-moving agent wallet wars.

AI agents
infrastructure
payments
crypto
+1
The Mined in America Act Wants to Build a Domestic Bitcoin Mining Supply Chain — Can It Work?
·Dora Noda·9 min

The Mined in America Act Wants to Build a Domestic Bitcoin Mining Supply Chain — Can It Work?

Senators Cassidy and Lummis introduced the Mined in America Act to end U.S. dependence on Chinese mining hardware, create a voluntary certification program, and codify the Strategic Bitcoin Reserve. We break down the bill's provisions, the tariff squeeze driving its urgency, and whether domestic ASIC manufacturing can realistically scale.

Bitcoin
Mining
regulation
policy
+4
MARA Sells $1.1B in Bitcoin and Cuts 15% of Staff: Inside the Great Mining-to-AI Pivot
·Dora Noda·9 min

MARA Sells $1.1B in Bitcoin and Cuts 15% of Staff: Inside the Great Mining-to-AI Pivot

MARA Holdings sold 15,133 BTC for $1.1B, cut 15% of staff, and partnered with Starwood to build AI data centers. Here's why America's largest public Bitcoin miner is pivoting — and what it means for the entire mining industry and Bitcoin's security model.

Bitcoin
Mining
AI
infrastructure
+3
Lido V3 Turns Ethereum's Largest Staking Protocol Into a Build-Your-Own-Yield Platform
·Dora Noda·10 min

Lido V3 Turns Ethereum's Largest Staking Protocol Into a Build-Your-Own-Yield Platform

Lido V3 launched stVaults on Ethereum mainnet, transforming the 19.4 billion dollar staking giant from a single pooled product into a modular platform where institutions, L2s, and DeFi protocols build custom staking strategies while sharing stETH liquidity.

DeFi
Ethereum
staking
Liquid Restaking
+4
From KYC to KYA: Why 'Know Your Agent' Is the Identity Layer the Autonomous Economy Can't Launch Without
·Dora Noda·8 min

From KYC to KYA: Why 'Know Your Agent' Is the Identity Layer the Autonomous Economy Can't Launch Without

The shift from KYC to KYA (Know Your Agent) is redefining Web3 identity infrastructure. Explore how ERC-8004, World's AgentKit, and wallet-level enforcement are building the trust layer for 250,000+ autonomous AI agents executing millions of daily transactions.

AI agents
identity
Ethereum
Web3
+3
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