We've accepted that LLMs will be ubiquitous. What comes next is direct control and access: an LLM in your pocket. Today's accessible hardware is still at early-iPhone levels. The goal is to deliver modern capability so teams can run powerful open-source models without needing multi-GPU setups that cost hundreds of thousands of dollars. @b3labs's rent-to-own model changes the economics: lower the initial outlay, own the machine in two years, and avoid the burden of hosting it yourself. Secure, managed facilities handle the infrastructure. For long-term AI workloads, the math favors ownership over renting. @darylX24 and @viktoriya0x (B3) and @yorkerhodes (Microsoft/NYU) join Stateful, hosted by @FranklinBi, to discuss why the next wave of AI builders is buying instead of renting:

Open-source AI is catching up to proprietary frontier models, but the hardware needed to run them are gatekept. @b3labs is launching B3IQ so anyone can own their own intelligence. @darylX24 and @viktoriya0x (B3) and @yorkerhodes (Microsoft/NYU) join Stateful, hosted by @FranklinBi In this episode, they discuss why owning your compute is the next unlock for open source AI: - Frontier labs have locked up hyperscaler capacity through 2030. Everyone else is out of line. - NYU students researching human trafficking and war zone evacuations get account-banned by closed models - Two years of renting an H200 node costs the same as buying it. Rent-to-own drops the entry cost to 30%. - Kimi K3 matches frontier performance on some coding tasks. You just need two H200 nodes to run it. - Idle compute gets matched with offtake, so the machine pays for itself 05:28 Content Filters and Token Limits at NYU 11:02 The Hyperscaler Long Tail Problem 16:16 Why Frontier Labs Locked In Their Model Gains 18:19 How the B3IQ Financing Model Works 20:10 The iPhone Moment for Compute 29:27 Why Own the Box When Neo Clouds Exist? 40:24 The Five-Year Vision

AI will not reach its full potential without crypto. Blockchain enables identity for agents and allows them to hold wallets, use stablecoins, and execute transactions on-chain. As more assets move on-chain than off-chain, agents that can act across the entire digital asset landscape become dramatically more powerful. At the same time, AI will strengthen crypto through better security, wealth management, and trading insights. Fintech, AI, and crypto form the key triangle we’re focused on. @veradittakit @OnchainCap_ @AgentSeanLee

What does an agent do when it hits a signup form? It stalls. That gap is one of the real bottlenecks in the agent economy. Our founders @chrisspickett and @berasogut1 joined @masonnystrom on the Stateful podcast to break down how one integration replaces the account creation, API keys, and billing that stall agents today. Check it out 👇

Agents don’t browse websites, compare options, or sign up for subscriptions. That’s why Orthogonal is building the efficient infrastructure layer for them. @chrisspickett and @berasogut1 (Orthogonal) join Stateful, hosted by @masonnystrom The agent internet is going to look very different — and much more efficient — than the human one.

2026 is the first year agents are entering the real world economy. @orthogonal_sh is the gateway between those agents and the rest of the Internet - allowing them to discover, access, and pay for any API service. Come listen to the latest episode of our podcast to learn more!

An agent can plan and sequence a multi-step task and stall at a signup form. @orthogonal_sh replaces account creation, API keys, and billing with one integration. @chrisspickett and @berasogut1 (Orthogonal) join Stateful, hosted by @masonnystrom. In this episode, they discuss the infrastructure needed for the agent economy: - One API to access dozens of verified providers - Agents discover, call, and pay per use in cents — no accounts, no keys, no subscriptions - Micropayments that actually work with automatic spend tracking and human-set policies - Supporting all major agentic payment standards (X402, MPP, etc.)

Startup establishment @maxkolysh @ycombinator catching up to the problem of proof of human @worldnetwork has the solution today and already working with partners including @Tinder @Zoom @Reddit , all the example use cases cited in the video

"When the market watches us move tokens, it assumes we're dumping, when we're actually doubling down." @PanteraCapital GP @FranklinBi explains why public transparency forces his fund into suboptimal trades, and misleads the whole market.

Proof-of-human is becoming the scarcest resource on the internet. Every advance in AI agents is equally an advance in bots indistinguishable from people. When most traffic is synthetic, verifying a unique human becomes base-layer infrastructure. That's the thesis behind @world_id, and why we're excited to continue partnering with World.

World has a ton of enterprise traction, with more coming Use it in @Zoom or @Tinder today and you'll realize why Proof of Human is uniquely powerful in the AI era Tokenomics changes will help the adoption curve shine through Excited to back @alexblania @sama & team

The need for @world_id infrastructure is accelerating. World Foundation raised $52.5M from @PanteraCapital, @BainCapCrypto, @Eightcoholdings, @SeliniCapital, Susquehanna Crypto and other strategic investors to accelerate utility and access to World ID. Funding was through a direct purchase of market-priced $WLD. All purchased tokens are subject to a 1-year lockup. No tokens were sold on exchanges.

Solana holds a leading position in the new S&P Pantera Digital Asset Index. Developed by S&P Dow Jones Indices and @PanteraCapital, it screens for protocol revenue and tokenholder value accrual.

Even as broader crypto enters a sleepy summer, our team has been shipping and bringing TradFi + DeFi capital markets closer together. Just in July: - We've launched the "S&P Pantera Digital Asset Index" alongside @SPGlobal to create up-to-date baskets for protocol tokens, with data from @artemis - Our Fund V is officially on the @MorganStanley alternative investments platform - Had the wonderful @stutireal join us on the investment team - Announced investments across stablecoin FX @openfx_, agentic commerce @orthogonal_sh, and next-gen prediction markets @TurboFlow_xyz Could not be more proud of this team 💪💪

LETS MAKE FUNDAMENTALS GREAT AGAIN. It was a huge honor to work with @PanteraCapital and S&P Dow Jones to build THE Fundamental Index for Crypto. The next $10T will flow towards crypto assets with real fundamentals. Find those assets in the S&P Pantera Digital Assets Index powered by Artemis.