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bread.mega
@bread_
Joined October 2021
2.5K Following    58K Followers
I think the sheer scale required to make them worthwhile is going to shock a lot of people. It far exceeds the capacity of ~all chains. E.g. for Base → Stable transfer costs ~$0.0002 → If you completely filled Base blocks the gas limit with these tx (the point where it would trigger eip1559 gas hikes) it can support ~1.5k TPS → Doing this for an entire year, sustained, generates ~$9.5M A full year of maximum capacity lol. It would only take ~$315M of stablecoin TVL to match that number. Hyperliquid converting their USDC balance to yield bearing is generating 10x that already. Agentic or human payments are a blip of a blip when it comes to make capture. They're basically meaningless. You want agents paying priority fees. You do not want agents transferring stablecoins.
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