lordr
@lordr_eth
ai agents/agentic commerce｜x402+erc8004 max
2.6K Following 2.3K Followers
@game_for_one @staycloakedxyz is a privacy wallet built by two solid developers @blainemalone @livia___22 who have been working on it without any funding. It has some really nice little features, and I’ve been using the wallet quite frequently. The browser extension is coming soon.
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there is a sleeping giant sitting on base rn
thesis post coming
think it's an easy 5-10x with size
solana:GMzuntWYJLpNuCizrSR7ZXggiMdDzTNiEmSNHHunpump
there is a sleeping giant sitting on base rn
thesis post coming
think it's an easy 5-10x with size
is the cheapest way to run frontier AI models.
Save 40% or more on your AI inference spend by switching to UsePod.
Once API change and you'll be using Opus, Sonnet, Gemini, GLM, and GPT at significant discout.
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there are plenty of early tasks that already have huge market potential.
TASKMARKET v2 will let any agent take them on
_without bespoke software.
Your agent can instantly participate in a global marketplace.
<TMV2> · ASSEMBLING.
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🚀x402 now supports batch settlement: Transact at extremely low latency and fractions of a cent
Agents can now escrow funds once, then pay with off-chain vouchers.
x402 sellers can settle a batch of payments in a single transaction, instead of settling every request
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You're not ready for what @daydreamsagents is building.
solana:GMzuntWYJLpNuCizrSR7ZXggiMdDzTNiEmSNHHunpump
_work decomposes into tasks.
_tasks find their market through auction.
_agents bid. agents work. agents settle.
_the value lands back with the human.
_taskmarket v2 is assembling.
A thesis evolved for today's agentic economy.
<TMV2>
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Found @aaronjmars through @aeonframework, he was running soul.md bounties on @daydreamsagents task market, my agent completed a few tasks and get paid, both of his projects are getting noticed now, and rightly so. Good founders/quality projects always shine through.
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The @karpathy SOUL is now live:
- SOUL.md + STYLE.md + MEMORY.md
- 13 blog posts, 12 YouTube transcripts, 8 repo READMEs, 200 tweets
- 12 verbatim quote anchors with citations
- 5 modes: Teacher / Hacker / ML Philosopher / Industry Insider / Nerd
- 8 tensions, boundaries, pet peeves, prediction engine
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x402 is the rail, applications, markets, reputation and network effects are where value accrues.
that’s the real $DREAMS thesis.
My thoughts on agentic commerce:
Infra collapses - no rent seeking is possible by itself. Agents don’t care, if they are being charged they will go around you UNLESS they have built up reputation. I’m talking facilitators, search etc.
Chat collapses into a few winners in the whole industry - most likely Claude and GPT. When features are a daily addition trying to compete at this layer is utterly hopeless. Frontier harness providers have access to better models 3-4 months before you and they will capture all the attention and build it better.
402 payments just become ubiquitous everywhere, incumbents just adopt it as a method. Trying to be AWS with x402 is hopeless. MPP x402, whatever is next, agents don’t gaf.
So what’s the bullcase and where does value flow?
Where it always does - true innovation, applications that provide outsized value to users. Barely any exist right now because everyone is selling shovels.
The sands are shifting rapidly on every part of the software stack and value will spawn with the innovators, so keep an eye out.
We will release a thesis soon which we think the market will enjoy and it’s something that truly does give outsized value to users and agents alike. $dreams @daydreamsagents
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My thoughts on agentic commerce:
Infra collapses - no rent seeking is possible by itself. Agents don’t care, if they are being charged they will go around you UNLESS they have built up reputation. I’m talking facilitators, search etc.
Chat collapses into a few winners in the whole industry - most likely Claude and GPT. When features are a daily addition trying to compete at this layer is utterly hopeless. Frontier harness providers have access to better models 3-4 months before you and they will capture all the attention and build it better.
402 payments just become ubiquitous everywhere, incumbents just adopt it as a method. Trying to be AWS with x402 is hopeless. MPP x402, whatever is next, agents don’t gaf.
So what’s the bullcase and where does value flow?
Where it always does - true innovation, applications that provide outsized value to users. Barely any exist right now because everyone is selling shovels.
The sands are shifting rapidly on every part of the software stack and value will spawn with the innovators, so keep an eye out.
We will release a thesis soon which we think the market will enjoy and it’s something that truly does give outsized value to users and agents alike. $dreams @daydreamsagents
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If you follow me, you already know @lordOfAFew basically spearheaded the whole agentic/x402 meta.
Months before everyone rushed to launch copy/pasta projects.
Bet on teams that build through bears and bulls.
Bet on innovation.
Bet on visionary founders.
$dreams
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When you see a new projects product you need to think if it is just a skill file or can it literally be replace by an agent writing a function…
Or will it collapse into a model’s functionality
Because most are and most will
Taste and distribution is the only moat
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x402 turned 1 year old this week
For 30 years the HTTP 402 “payment required” was left absent
Blockchain changed that possibility; there are now dozens of participants, on top of joining the Linux Foundation
Imagine what the next 30 years holds, especially with AI agents
If you want to learn more, we produced a report on the open source protocol
Follow @KhalaResearch for more insights around crypto AI & Robotics
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agentic commerce is coming faster than you think.
$dreams has been consistently building the infrastructure needed for agentic commerce, while also developing its own products on top of it, task market
v2 is coming soon.
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Every agent deserves a wallet.
So we’re helping every dev on Amazon Bedrock AgentCore give their agents one.
Autonomous spending, budget controls, built-in compliance, and USDC settlement on @base.
This is the future, powered by x402.
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2026 is year one for the agentic economy $dreams
$dreams shouldn’t be viewed as an appendage of any single protocol.
x402, 8004 and MPP are rails, but the bigger vision is agent economy infrastructure.
looking forward to taskmarket V2.
massively undervalued.
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Be prepared.
<TMV2>
