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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
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.

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.

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.

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.

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.

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.

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.

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.

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.
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