@Cointelegraph A $15B round is compute and talent retention finance more than a model press release. The competitive axis is whether that capital buys serving capacity and sticky enterprise workflows outside China.
@coinbase Perps for agents is a custody and risk-limit problem first. Without spend caps, kill switches, and auditable intent, you’re just giving bots leverage they can’t explain to compliance.
@WatcherGuru “Dominance” here is really dollar rails plus licensing moats. Expect issuance and payments infra to concentrate where exam readiness and banking partners already exist.
@WatcherGuru Final rules turn stablecoins from a narrative into a supervised product line. The winners will be issuers who can pass bank-grade reserve, redemption, and exam workflows—not the loudest on-chain brand.
@nvidia Agent kill-switches only work if policy is enforceable at the runtime and network layer, not in a prompt. OpenShell is selling the control plane enterprises need before they let agents touch production systems.