TradFi systems give institutions recourse when something goes wrong. Digital rails must do the same.
Acc to @TheStreet, W3 CEO @StowellPorter believes the entire infrastructure challenge comes down to one thing: security. Not encryption. Protection.
We're closing the gap.
TL;DR this is overall a very small list focused businesses primarily focused on retail buying.
This is such a small sliver of how we start... AI is coming for everything money touches.
And there is 99.9% of the other businesses out there who aren't able to spin up an entire division focused to solving this problem.
@w3arew3 was built for this moment.
Agentic Payments/Finance is still so early. Here's a complete list of major corporations that have publicly committed to agentic finance/payments, grouped by category:
๐งต A thread
AI platforms committing to deploy it (the consumer surfaces)
OpenAI โ ChatGPT Instant Checkout / shopping research
Google โ Gemini + Search AI Mode "Buy for me"
Microsoft โ Copilot Checkout (live in US with Shopify, PayPal, Stripe, Etsy)
Amazon โ Rufus, Alexa+, "Buy for Me" (proprietary, has not joined ACP/UCP)
Perplexity โ conversational shopping with checkout via PayPal
The #Bitcoin Checklist
1. Are all major currencies still being debased?
2. Are governments finding it harder to pay their debts?
3. Are governments avoiding meaningful austerity measures?
If the answer is YES to all three, then the long-term thesis remains intact. The rest is just noise.
Enjoy the dip.
UPDATE: Jim Cramer is now bearish on Bitcoin and Strategy following Michael Saylorโs selling of 32 BTC to capture a capital loss.
For reference this 32 BTC โsaleโ represents only 0.0038% of their Bitcoin holdings.
This isnโt the first time Iโve wanted to disagree with Kyle only to realize that heโs right.
I will say though is that I firmly believe DeFi and DePin will be glorious.
When you say "crypto", the only thing most people see are charts. It's just another tradeable financial asset. This is the problem. In reality, the best of crypto is digital infrastructure that's better, cheaper, and faster than traditional financial rails.
Right now, this very moment, a $7T (yes trillion) annualized vertical, global finance, is rapidly moving on to these new rails. Every major bank CEO, including Jamie Dimon himself, has confirmed it.
And you are bearish????
Stop looking at what crypto was and start looking at it for what it is and will be.
@w3arew3 Meets users where they are at. They arenโt going to go into digital rails and agentic finance overnight. You need to give them a simple path to follow:
Crawl - Do something on digital rails to automate finances
Walk - Expand use of autonomous finance across your organization.
Run - Enable agents to optimize and scale the foundation youโve built. Humans go to the strategic level.
The number of companies begging for this will explode as soon as money really starts moving itself. Otherwise, the risk of being left behind will be very real.
Today, Companies are all FOMOing into AI. Tomorrow, money will move itself on digital rails. Then, everyone will FOMO into stables/crypto and never go back.
BINANCE FOUNDER CZ ABOUT AI AGENTS:
CZ says AI agents are going to transact 1,000 times more transactions than humans can do.
"And AI is going to use crypto."
Today, Companies are all FOMOing into AI. Tomorrow, money will move itself on digital rails. Then, everyone will FOMO into stables and crypto and never go back.
Love this quote from @jvisserlabs "My belief is that a major shift is coming driven by the parabolic agentic rise and asset bridge of tokenization, and to see it clearly, investors need to stop treating crypto as a collection of isolated tokens and start analyzing it as an emerging financial ecosystem being pulled forward by AI, agents, stablecoins, tokenization, and programmable settlement."
@w3arew3 Is built for this moment.