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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
Coinbase's x402: AI Agent Financial Independence, Agent Payments and Autonomy Shoal Signal with @MurrLincoln, AI Product Manager at @coinbase, hosted by @zaddycoin We cover x402 and machine payments, Coinbase for Agents, the facilitator layer, why 402 was the internet's missing error code, financial independence before agent autonomy, and where value accrues as agents become the internet's main users. 0:00 Intro and guest background 3:46 What x402 is and error code 402 5:36 The Coinbase stack, buyer and seller 6:43 Coinbase for agents and discovery 8:25 Where the real use cases are 13:47 Prediction markets and specialized agents 16:05 Agent to agent or machine to machine 20:15 Reuse existing rails or rebuild 23:43 Financial independence and the demand gap 27:16 Enterprise adoption of agentic commerce 30:44 Competing with cards and stablecoins 33:08 Other chains and where value accrues 36:12 x402 as a moonshot bet 38:30 Closing alpha and the autograph game
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