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Shoal Research
@Shoalresearch
Research firm at the cutting edge of the Agentic Economy and Capital Markets
Joined December 2022
12 Following    6.1K Followers
Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy Shoal Signal with @corey__cooper, Senior Manager, DevRel at @circle, hosted by @zaddycoin We cover how Circle is building the agent money stack with $USDC, @ARC, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM. 0:00 What Circle is building for agents 3:01 Why x402 matters for builders 6:54 USDC, gasless transfers, and facilitators 10:57 The Circle agent stack and nano payments 14:17 Who is using x402 and for what 16:46 Pay-per-use flattens the internet 19:50 A new persona, and $76 million transacted 23:03 What is missing for agent to agent 28:05 Every app has APIs, the TAM is trillions 29:26 Is SaaS dead 31:57 Discovery as the real value layer 36:28 How Circle curated its marketplace 41:23 Why it has to run on stablecoins 46:00 Cash App to agent in one second 49:38 Where the alpha is, trading on Robinhood 52:08 Try it yourself
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