We're hiring a few more people for our go-to-market team at Tempo. If you have a track record of *closing* deals and want to sell stablecoins, happy to chat. Strong bias for folks in NY or SF, but open to exceptional people anywhere. Send me a DM with your LinkedIn.

I know I keep talking about GENIUS, but it significantly increased competition in the stablecoin market. - NIM will shift from mostly accruing to issuers to the companies driving distribution and volume. - Mint/burn fees go away, leading to 1:1 interoperability between onchain and fiat dollars. - New natively issued stablecoins that pursue a multichain strategy from Day 1 will force incumbents to reconsider network integration fees and long timelines or risk losing market share.

Few thoughts on OUSD - The 140+ initial partners have a **massive** amount of distribution outside of crypto. (And that's 9,730 potential B2B stablecoin payment flows.) - OUSD brings together some of the largest payments companies and Tier 1 crypto exchanges, giving it best-in-class global on/off ramps from Day 1. On/off ramp support is make or break for making a stablecoin a viable payment rail. - Default shared economics create a much stronger incentive for traditional companies to upgrade their payments infrastructure to stablecoins. - None of this would be possible without GENIUS. Turns out regulatory clarity gives enterprises confidence to make long-term investments in new infrastructure.

One thing I get asked a lot Help with stablecoin strategy and roll out. So we packaged it as an offering at @tempo We work with any infrastructure partner, bring FDEs and the best strategy folks on the planet to solve the whole challenge. From what to do, to live.

Mercury's new AI feature Command is a great example of AI enhancing the product vs. feeling forced. 1. I can dump in an email + invoice + wire instructions into a single prompt 2. In-chat tailored UI is generated to fill out any missing information. 3. Ability to review everything and approve all in one interface. The new software wizard.

Day 7 @tempo and a few things feel obvious: - Team is cracked and ships crazy fast - Businesses really want to move payments onchain - Stablecoins are becoming enterprise infra - As software acts on our behalf, it'll need a way to pay The surface area is enormous (and exciting).

Managing scheduled cloud agents -- cron -- with access to all public enterprise docs / data is another unsolved problem. Also unlikely to be a new tool vs. something the labs or existing SaaS tool solves. But until then...

In effort to make my calendar more scannable and AI legible / queryable, this prompt was useful for improving the internal meeting naming conventions. "Create a script that audits my company calendar for the last 30 days and next 30 days. Pull meeting title, attendees, recurrence, and classify each as internal, external, 1:1, or other. Save CSV/JSON outputs and generate a short report recommending consistent naming conventions for recurring 1:1s, team meetings, cross-functional meetings, and external meetings."

Section 1001 in the new housing bill "Restricts the purchase of new single-family homes by large institutional investors that directly or indirectly own at least 350 single-family homes." Doesn't this just end up like Durbin where big players are replaced by medium-sized players?

the spacex ipo irks libs because they think meritocracy is a lib thing and it turns out meritocracy doesn’t actually exist and the closest thing thing to actual meritocracy is capitalism and they’re bad at it because it rewards risk-taking not credentialism

Why Link is a big step forward for consumer crypto - 250 million consumers have a Link wallet with a stored fiat payment method. - It supports a global set of payment methods like cards and bank accounts, as well as UPI, PIX, etc. - It now stores stablecoins (on Tempo!) in a consumer-friendly UX. No complicated addresses required. Just a digital dollar balance that can be spent at 5 million merchants. - It’s agent-native. The 5 million Stripe customers (as well as anyone who supports MPP) can immediately accept payments from agents using Link with no additional work. Virtually *every* leading AI company is a Stripe customer and works with Link. Ultimately, this is crypto as plumbing providing faster, cheaper and global without any consumer behavior change necessary.

Tempo virtual addresses are fundamentally different from other "deposit address" implementations (like the one we used at Coinbase): - Chain-level primitive, i.e. no custom build required - Zero additional gas cost for sweeping - No messy accounting or reconciliation per sweep

Neynar is acquiring Farcaster. Over the next few weeks, we’ll transfer ownership of the protocol contracts and code repositories, the Farcaster app, and Clanker to Neynar. They will run and maintain everything going forward. Some members of the Merkle team, Varun, and I will step back from day-to-day work on Farcaster and move on to something new. Rish, Manan, and the rest of the Neynar team have been building on Farcaster from the start. Neynar was one of the first Farcaster clients, and its infrastructure now powers much of the developer ecosystem. We think they are the right people to take over leadership of Farcaster and they’ll share their new builder-focused vision soon. This wasn’t an easy decision. Farcaster and the people building on it mean a lot to us. We’re proud of what our team built, and what the community built alongside us. But after five years, it’s clear Farcaster needs a new approach and leadership to reach its full potential. We’re excited to see what Farcaster becomes under Neynar, and we’re looking forward to this next chapter.