Circle was stress tested
Grayscale was stress tested
Solana was stress tested
Microstrategy is being stress tested and will prevail no different than the rest
Amazon Bedrock AgentCore Payments + x402 is powering real agentic commerce.
With CDP Wallets and our x402 facilitator, @ampersend_ai built pay-per-intelligence routing where agents can discover models, pay-per-request in USDC on @base, and stay within governed budgets. ↓
The new B-2 Token Transparency Framework.
A disclosure standard for protocols to surface offchain financials and what growth is organic or purchased.
15 protocols including Morpho, Jito, and Aerodrome filed. See below.
1GB/s is enough throughput to enable:
➝ 8,000,000+ ERC-20 transfers per second 🔁
➝ 128x Visa's peak throughput of 65,000 TPS 💳
➝ 166 Solanas 🟣
➝ Storing 1 copy of Barbie movie every 4 seconds 👩❤️👨
➝ Downloading the entire Wikipedia text database in 25 seconds 📚
➝ Streaming 200+ simultaneous 4K Netflix videos 📺
➝ Downloading 250 songs per second on Spotify 🎵
This type of scale is what has to be available to bring the global financial system onchain. It's what will enable real agential onchain commerce and DeFi (more coming soon).
@eigen_da x @eigencloud x EIGEN.
Verifiable AI is crypto’s true product–market fit.
At DAS London by @blockworks, our Chief Growth Officer, @jt_rose shared a vision 10 years in the making.
☁️ EigenCloud: Ethereum’s Verifiable AI Cloud ☁️
Bitcoin gave us verifiable money.
Ethereum gave us verifiable logic.
Now, EigenCloud gives us verifiable intelligence.
$20B in restaked assets. Hundreds of global operators, from @Google to @coinbase. The fastest-growing developer ecosystem in crypto.
For the first time, you can run any compute offchain, and bring the results verifiably onchain.
🔥 Agents that trade verifiably
🔥 AI that earns, acts, and proves itself
🔥 Apps that can’t rug their users
This is how we unlock the apps Ethereum was meant for from DeFi to AI to the agentic internet.
The next growth driver for crypto isn’t just DeFi. It’s Verifiable AI.
And it’s being built on EigenCloud and Ethereum.
☁️ Build trust
☁️ Build verifiable AI
☁️ Build on EigenCloud
Timestamps:
0:06 Introduction
0:22 Who is EigenCloud
1:44 Scaling Verifiable Compute
3:02 Trillion Dollar TAM for Ethereum
5:19 Run any Compute Verifiably with EigenCloud
6:41 Programmability x Verifiability
7:10 Hyperscale Cloud vs Verifiable Cloud
8:29 Agentic Trading
9:52 Verifiable Agent to Agent Payments
11:00 Verifiable Agents
11:48 Agentic Gaming
12:36 Possibilities with Verifiable AI Cloud
14:14 Explosion of Interest from Builders
15:01 Golden Age of Innovation with Crypto x AI
All slides ⬇️ 🧵
Our Anthropic bill is about to jump from $400K → $1.4M/yr.
Not because usage exploded, but because we're about to cross 150 seats.
Past 150 seats you're forced into Enterprise tier. Seats stop including any usage, every token bills at standard API rates. At our current run rate that's 3.5x overnight.
Unfiltered thoughts on AI spend:
1. We should spend tokens to grow as aggressively as possible. But most people (me included) aren't conscious of what they're spending.
2. Visibility comes first. People see their personal number and they're shocked. I accidentally spent $4,000 in 3 days in Claude Code.
3. For engineering the spend is clearly worth it. Pay for the best model, it saves more than it costs.
4. For a lot of other roles it's questionable. Apps nobody uses, skills someone already built. No ROI.
5. Spend limits are coming. We already require approval for more tokens on our support team.
The era of token-maxxing is coming to an end.