Semantic Layer

[Semantic Layer @SemanticLayer]

https://t.co/TFHGhEwuf5

[Semantic Layer @SemanticLayer]

@HyperliquidX Hyperliquid

[Semantic Layer @SemanticLayer]

We've barely figured out how to run DAOs, and now Delaware is considering letting AI agents run full on corporations

Real world contracts, legal decisions and asset management, all controlled by agents

"Corporations are people" is about to get a philosophical twist.

[Semantic Layer @SemanticLayer]

Uniswap just rambo'd into the competitive aggregator wars! v4 router now taps Curve, Fluid, PancakeSwap, & more DEXs when you're looking to swap

tl;dr: Uniswap now searches most of DeFi instead of just its own liquidity, aggregatoooring, and collects new fees on these swaps too

[Semantic Layer @SemanticLayer]

@getcompi On the HL chain side, a lot of up and comer 3rd party dApps. HyperLend has been operating solidly

[Semantic Layer @SemanticLayer]

DeFi stat of the day: HyperEVM only made $12k in gas yesterday, while Core brought in ~$2.4M revenue

The killer rev products aren't just leaders in their lanes, but vertically integrating their orderflow

Compare across L1s, should L1s try to build more DeFi products directly?

[Semantic Layer @SemanticLayer]

@tradfi Hyperliquid

[Semantic Layer @SemanticLayer]

Pretty cool breakthrough just hit with x401 + x402 combo. Agents finally have a more realistic path to spend in the physical world without heavy KYC!!!

For any merchant or store, an agent customer can easily show who sent it at checkout, prove the order's legit, and pay in USDC

[Semantic Layer @SemanticLayer]

This is wild, what Bank of America doesn't want you to know: they let Mythos audit all their software, and it found so many holes that BoA's hiring 1,000 fresh devs to work on 'Mythos remediation'.

Agents making human jobs :P

[Semantic Layer @SemanticLayer]

Earnings & AgentFi:

JPM this morning: 'now blocking all outside agents with shared credentials, and building their own internal agent army'.

90 mins later, Wells Fargo: Deposit flight? Agent worries? "a long ways away" 😉

It's a busy szn for banks to get their story straight

[Semantic Layer @SemanticLayer]

Earnings & AgentFi:

JPM this morning: 'now blocking all outside agents with shared credentials, and building their own internal agent army'.

90 mins later, Wells Fargo: Deposit flight? Agent worries? "a long ways away" 😉

It's a busy szn for banks to get their story straight

[Semantic Layer @SemanticLayer]

Yesterday Google gave agents company emails and temp worker status. Today Anthropic demo'd that agents using creative URL shortcuts can easily bypass basically all tool limits and security blockers.

Agent coworkers going to be one heck of an October

[Semantic Layer @SemanticLayer]

@TweBiashara Records dont show exact number of buyers for the security checker's 63k+ endpoint calls, but based on other related x402 data, we think it's likely around or less than 1000 total agents account for all the calls!

[Semantic Layer @SemanticLayer]

x402's first wave got a lot of help from human minting. We're now entering the 2nd cycle of AgentFi, and x402 is finally getting tapped by agents, for agents

This month's highest paid resource is a $0.02 token security check with 63k+ calls. The A2A economy is finally bustling.

[Semantic Layer @SemanticLayer]

And we're not just talking Base and co. 👀
Solana's hit 50% of x402 usage, 50/50 alongside EVM chains. The vibe rn: a slow methodical crawl, the build up, then all at once.

[Semantic Layer @SemanticLayer]

AgentFi stealth adoption arc?

Muse hit 6M+ users, is wired straight into personal accounts, and giants like Citi are saying its going to kill lazy banking

Near $4T in US savings is migrating to 4%/year products aided by new AgentFi. Banks free yield farming is about to be over

[Semantic Layer @SemanticLayer]

the US Treasury 5, 10, and 20 year rates are all over 5% with the 20 at multi decade highs, and BTC is still above $80k. Is this boom or doom?

Our internal modeling says there's 4 months left to invest during the doldrums between full cycles 👀

[Semantic Layer @SemanticLayer]

+$2B into BTC ETFs and somehow this morning is still red. Pseudo ceasefires, oil under the magnifying glass, US treasury yields flying, and you're trying to figure out why BTC is red.

This is the rabbit hole

[Semantic Layer @SemanticLayer]

+$2B into BTC ETFs and somehow this morning is still red. Pseudo ceasefires, oil under the magnifying glass, US treasury yields flying, and you're trying to figure out why BTC is red.

This is the rabbit hole

[Semantic Layer @SemanticLayer]

We've been posting a lot about HL lately, and in a few days you're going to find out why

Every trade is a rabbit hole, and the nuances build the deeper you delve. Time to shine a light

Hyperliquid

[Semantic Layer @SemanticLayer]

Nasdaq's seriously getting jealous of tokenized stocks exploding without them. xStocks has already done $40B+ volume and RWAs are still in infancy. Now Nasdaq's dropping $100M into Kraken's infra.

First they ignore you. Then they ridicule you. Then they build monuments to you

[Semantic Layer @SemanticLayer]

@AzFlin @kingfxyo DeFi Kingdoms?

[Semantic Layer @SemanticLayer]

TradFi bums take Labor Day off. HYPE never clocks out.

The Hyperliquid '$847M unlock' social spam is a dud - $36M in reality, and HYPE's on a fresh ATH

Sell pressure headlines never seem to turn out the way the Hyperliquid haters seethe for