Paid for my Dunkin Donuts with $ZANO @zano_project today in the Philippines! 🍩🇵🇭 Literally just scanned a QR code at the counter. Dropping the video below so you can see how smooth it is. 👇 The exact same AEON payment rails letting users buy donuts are being built for the #AIEconomy#. The same rails we use to buy coffee today are what autonomous AI will use tomorrow to execute real physical transactions. By connecting instant crypto settlement with real-world merchants, AEON is giving AI agents actual purchasing power.

ZK-powered scalability enters the physical merchant aisle. ⚡️ $STRK on @Starknet is now officially enabled for merchant payments across India, Colombia, Mexico, and Africa via AEON! From instant bank transfers and QR codes to regional mobile money systems, users in emerging digital economies can now spend $STRK natively for physical goods and services. This integration bridges traditional commerce with the #AIEconomy#, positioning $STRK as a critical asset for scalable Agent-to-Merchant (A2M) settlements. #AIPayment# $AEON

AI has turned $SMH into the most popular semiconductor ETF in the world. VanEck veteran Nick Frasse is the man behind the $70 billion fund. We sat down to unpack the high-conviction stocks that make up the AI economy, how to bet on bottlenecks, and his favorite opportunities in the AI trade right now. This is one of the best conversations you will hear from someone who knows semiconductor investing extremely well. TIMESTAMPS: 0:00 - SMH and semiconductor demand 1:16 - Bear case for chips 5:27 - Semis collaborate, not compete 10:16 - Are semis still cyclical? 13:53 - SMHX and fabless chipmakers 15:32 - Asset-light vs. asset-heavy 16:59 - AI buildout bottlenecks 19:49 - Data centers, robotics, and space 21:25 - Grid-to-rack supply chain 22:51 - Financing the AI buildout 24:41 - Is AI killing software? 27:44 - Hyperscalers turning asset-heavy 29:21 - Robotics 30:52 - @vaneck_us

AI is overpowering every economic turbulence. Tariffs, wars, expensive energy, none of it has stopped earnings from beating expectations because AI is improving productivity, margins, and free cash flow across all 11 sectors of the economy. This isn’t just hype anymore. AI is already changing how companies operate, and the next constraint is becoming obvious, energy. You can’t build the AI economy without the power to run it.

AI Pay With Crypto is proud to partner with Astarter 🤝 @AstarterDefiHub is building Web4 infrastructure for the autonomous AI economy, combining AI agents, DePIN, DeFAI, and on-chain execution to help intelligent systems operate and create real economic value. This partnership reflects a shared vision for the next generation of digital infrastructure, where autonomous AI agents can connect to decentralized networks, execute on-chain, and access the payment rails needed to transact at scale. As APC builds the payment layer for humans, businesses, and AI agents, our collaboration with Astarter brings autonomous execution and AI-native financial infrastructure closer together. Together, we are helping build the foundation for a more connected and economically active agentic economy. Astarter 🌐 💬 AI Pay With Crypto 🌐 💬

AI agents can make payments. Trustless commerce is the next challenge. Join @MariaV54 with @JBanon, Co-founder, and Ludovic Levalleux, Lead Developer at @BosonProtocol ( $BOSON ), to explore how x402B is securing the future of the AI economy. 10 winners × $30 each: 🔹 Follow @Gate & @BosonProtocol 🔹 Like & RT 🔹 Join the AMA 📅 June 30, 10:00 AM UTC Set your reminder:

THE AI STACK AT ~$8T ARR BY 2030 Truist sees the AI economy shifting where value is captured as hardware monetizes buildout, cloud monetizes compute, models monetize intelligence and applications monetize the work AI ultimately replaces or improves: CLOUD LAYER • $AMZN selling AI infrastructure through AWS while pushing its own Trainium & Inferentia silicon to lower cost of training & inference inside its cloud • $MSFT using Azure to sell GPUs, model access & AI services while distributing OpenAI workloads through one of largest enterprise cloud footprints in the world • $GOOGL selling GPUs & TPUs through Google Cloud turning years of internally developed AI infra into an external compute business • $ORCL building OCI around large GPU clusters & dedicated AI campuses while winning workloads where customers want enormous blocks of compute rather than traditional cloud services • $CRWV is essentially selling Nvidia infrastructure as a specialized cloud by using large GPU clusters & long-term contracts to compete for highest intensity AI workloads • $NBIS is building an AI-native cloud around Nvidia GPU capacity, power & data centers with business becoming more designed around selling large dedicated compute deployments to model builders & enterprises • $IREN starts with the scarce asset most AI clouds need first, energized power & is converting that infrastructure into GPU clusters plus contracted AI cloud capacity • $NSCL is building vertically integrated AI infrastructure around GPU clusters, data centers & sovereign compute deployments HARDWARE LAYER • $NVDA owns accelerator platform at center of the stack through GPUs, NVLink, networking & CUDA which is why almost every cloud & model company above ultimately depends on Nvidia capacity • $TSM manufactures leading-edge logic behind Nvidia, AMD & custom AI accelerators making advanced process capacity one of most important physical bottlenecks in AI • $AMD is building primary merchant alternative to Nvidia through Instinct accelerators & EPYC CPUs giving hyperscalers another full-scale compute platform • $MU supplies HBM & high-performance DRAM where every increase in accelerator performance requires a ton more memory capacity & bandwidth • $SKHY has become one of most important HBM suppliers in AI supply chain by supplying high-bandwidth memory packaged alongside leading accelerators • $DLR owns & develops physical data center campuses where cloud providers & enterprises deploy increasingly power-dense AI infrastructure APPLICATION LAYER • $PLTR turning foundation models into production workflows through Foundry & AIP with value coming from deploying AI against an enterprise’s actual data & operations • $SNOW & Databricks sit at enterprise data layer using Mosaic AI & Snowflake Cortex to turn proprietary company data into the models, agents & AI applications enterprises actually deploy MODEL LAYER • $META building Llama underneath Meta AI & Muse by using its own models to power consumer agents across WhatsApp, Instagram & Facebook while Muse pushes Meta further into an agent that can actually take actions for users • $GOOGL developing Gemini through DeepMind while simultaneously distributing it across Search, Workspace, Android & Google Cloud • $SPCX sits in model layer through Grok & now owns a major application layer after acquiring Cursor for $60B giving it a vertically integrated path from massive GPU infrastructure to models to an AI coding product developers actually use • OpenAI & Anthropic are pushing model layer using GPT, Claude, reasoning, agents & products like Claude Code to turn foundation models into systems that can actually complete work

Could AI be the next big use case for altcoins? We caught up with @FTDA_US' Sandy Kaul at the @avax Summit, she said AI agents will need to own and use crypto to transact autonomously, and that could put altcoins at the center of the infrastructure powering the AI economy. “This is gonna happen so fast, people’s heads are gonna spin.”

The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute: • $IREN ~5.8 GW • $CIFR ~4.0 GW • $HUT ~3.8 GW • $WULF ~3.6 GW • $MARA ~2.8 GW • $CORZ ~2.6 GW • $RIOT ~2.0 GW • $CLSK ~1.8 GW • $GLXY ~1.7 GW • $BITF ~0.8 GW These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.

an ai agent without a wallet is just a glorified chatbot real autonomy means taking a position and having skin in the game which is exactly why our partnership with @uxuycom makes perfect sense rn they already made onchain trading seamless and gasless for humans neosoul is building the brain for agents to do the same no more just generating text our agents are stepping into prediction markets choosing yes or no and executing real trades human access meets agent execution the actual ai economy starts here