Keyrock 🔑🪨

Keyrock is a global crypto investment firm offering industry-leading solutions in Market Making, OTC, Asset Management and Options for digital assets.

[Keyrock 🔑🪨 @keyrock]

In one year, machine payments have evolved from concept to live ecosystem, with agents settling 176M transactions.

Our research with @CoinbaseDev, @tempo, and featuring @virtuals_io analyses the payment stack’s evolution, how the economics work, and what stands in the way.

[Keyrock 🔑🪨 @keyrock]

🔴 We're live!

Join the conversation with @programmer (@CoinbaseDev) and @brendan_j_ryan (@tempo) as we discuss agentic payments.

https://t.co/NCud1jvP2x

[Keyrock 🔑🪨 @keyrock]

🔔Your reminder: we’re going live with our next webinar in one hour.

Join us as we explore the rapid evolution of agentic payments.

Big thanks to our participants @programmer (@CoinbaseDev) and @brendan_j_ryan (@tempo)

https://t.co/NCud1jvP2x

[Keyrock 🔑🪨 @keyrock]

Agentic payments have gone from concept to 176M transactions in one year. An entirely new payment stack is emerging.

Our next webinar takes a closer look.

June 3
4pm CEST

With
@programmer | ex @CoinbaseDev
@brendan_j_ryan | @tempo

Keyrock’s @JuanDMendieta, @0xbenharvey
https://t.co/cIZqDB4Jc5

[Keyrock 🔑🪨 @keyrock]

Join our Telegram channel: https://t.co/COxr1I7Y3i

[Keyrock 🔑🪨 @keyrock]

Key Insights 📊 1 June 2026

The inflation-hedge trade came apart last week. A softer April PCE pulled the hawkish bid out of the long end, and the basket that had run since the April CPI shock sold at once, gold and BTC falling together while equities took the duration relief

[Keyrock 🔑🪨 @keyrock]

Vol can surge when the June FOMC surprises the curve, when an oil shock reverses the easing energy, or when an ETF flow turn restarts the gamma cycle. Until then the path of least resistance is sideways.

[Keyrock 🔑🪨 @keyrock]

The stack is evolving in real time.

Settlement layers, wallets, payment protocols, marketplaces, and governance frameworks are all being built simultaneously by different players.

Each player is optimising for a different layer of machine commerce.

[Vault Summit @Vault__Summit]

Curator rating and scoring approaches exist. What institutions still need from them is a different question. Track records are difficult to compare and the evaluation gap is still open.

Guillaume Chatain, Head of Institutional Sales at @keyrock, joins the panel - "Curator Accountability: Track Records, Transparency and the Evaluation Gap" at Vault Summit NYC.

June 5, New York · https://t.co/63QCcmrSth

[Keyrock 🔑🪨 @keyrock]

🇬🇧Closing the week strong as a sponsor of tomorrow’s @smarterwebuk Bitcoin Treasuries Unconference UK.

And tonight, an insightful evening in London, as we host digital asset leaders for an invite-only discussion.

Looking forward to the big ideas that move our industry forward.

[Keyrock 🔑🪨 @keyrock]

In our 12 Charts to Watch in 2026, we predicted non-stablecoin RWA AUM would grow >4x and outpace stablecoins.

Five months in, RWA is up 1.71x vs stablecoins at 1.56x. We're on pace to clear 2025's 3.4x

Full progress on all 12 predictions in the report: https://t.co/WT9FEWQNpR

[Keyrock 🔑🪨 @keyrock]

Machine payment settlement deserves scrutiny.

Stablecoins are the default settlement layer, with 98.6% of payments using USDC.

This concentration is an overlooked risk, as the ecosystem relies on a sole issuer.

Our latest report takes a closer look.

https://t.co/W5RRfItnjY

[Kevin de Patoul @kevindepatoul]

Machine economy is officially here, but traditional finance can’t support it.

Our latest @keyrock report shows why crypto infrastructure is a necessity for AI agents, not a novelty. Traditional card fees break the economics of micro-transactions, while digital asset rails make them seamless.

Incumbents have already deployed $8B+ to own this space, but huge regulatory blindspots and stablecoin concentration risks remain completely unaddressed.

Read more here: https://t.co/UtFmDHe0JV

[Keyrock 🔑🪨 @keyrock]

Join our channel: https://t.co/COxr1I7Y3i

[Keyrock 🔑🪨 @keyrock]

Key Insights 📊 25 May 2026

A rate market that would not soften kept risk pinned all week, hawkish Fed minutes pushing yields up for a second straight week. Bitcoin held near $77k as oil slid below $100 on US-Iran deal hopes and volatility drained out, waiting on a catalyst.

[Keyrock 🔑🪨 @keyrock]

The HYPE ETFs have launched as a clear success, our desk seeing funds and family offices rotate from ETH and SOL ETFs into HYPE. In a rally ETF inflows can lead demand, while in a drawdown the buyback matters more. The wrappers hand allocators brokerage access to the franchise.