Carbonaut

Driving Growth @Substance_Labs | Freelancer w/ bad taste for digital art | Ferrari's tifoso 🏎️

[Carbonaut @carbonaut_]

@supermarioblock Yaaaaaaaaaaaaaah

[MagicBlock ✨ @magicblock]

The MagicBlock Private Payments API is now live on @Solana

Add confidential SPL transfers into your app in minutes with one API call

Compliant by default, it includes payment splits and time-delayed releases 🧵👇

[MagicBlock ✨ @magicblock]

Our new research report "The Agent Economy" is now live

AI-assisted purchasing already influenced $3B in US Black Friday sales. One in five Cyber Week 2025 orders involved an agent. AI traffic to US retail sites is up 4,700% year over year.

Now we are moving into purchasing flows where agents not only recommend, but find the product, compare prices across stores, negotiate a discount, pay, and track delivery.

And underneath it, something more structurally significant is happening.

Agents are starting to pay other agents. For data, compute, content, and design. Software buying from software with no human in the loop.

The analyst consensus on scale is unusually strong for an early market. McKinsey puts global agentic GMV at $3–5T by 2030. Morgan Stanley's most conservative projection is $190–385B in US agent e-commerce alone.

The stack is still fragmented, and traditional payment rails are not designed to support what comes next. Card transactions carry a fixed per-swipe fee of $0.05–$0.15, regardless of purchase size. When an agent makes 500 API calls at $0.01 each, processing fees alone are 5 to 15 times the value of what was actually purchased, while a USDC transfer on Solana costs $0.0005.

Despite the premise, Crypto-native agent commerce volume is still tiny and mostly non-organic. x402 volume collapsed 92% between December and February. Agent-to-agent service revenue across the largest marketplace is $2.67M total. Organic crypto-native volume is effectively zero.

The stack is forming fast, but there are assumptions and risks, including timing of adoption, fragmentation of competing solutions, consumer trust deficit, and regulation.

The honest read is that Agent-assisted commerce is here and moving towards Agent-executed, while Agent-to-Agent commerce is still nascent, and the timing is unclear. The infrastructure being built today, wallets, rails, execution environments, and identity, underpins both the bull and bear scenarios. The question is not whether demand arrives, but how much runway builders have left before it does.

Read the full report below 👇

[Carbonaut @carbonaut_]

🗣️⌚ "ship it."

[TapTapAI @TapTapAI]

TapTap AI brings your @OpenClaw agent to your wrist.

⌚️ Apple Watch
🎧 AirPods
🚗 CarPlay

Same agent. Same intelligence.

[TapTapAI @TapTapAI]

You spent weeks customizing your @OpenClaw.

It knows your workflows. Your data. Your preferences.

But the moment you leave your desk?

It's useless.

Your AI assistant shouldn't stop working when you do.

Introducing TapTap AI 🧵👇

[Andrea @supermarioblock]

You are not bullish enough on Programmatic Incentives

[Carbonaut @carbonaut_]

@Acurast Let’s go!

[Acurast @Acurast]

Acurast is live on Mainnet.

ACU is live.

The future of Compute is here.

https://t.co/8daIxTzldt

[Asgard Finance @asgardfi]

There’s never been a better time to take the right position

For those Fearless enough to act

Forged on Solana

[MagicBlock ✨ @magicblock]

The privacy era officially begins!

@loyal_hq is bringing the first private AI protocol to @Solana - powered by @MagicBlock

Here's what this partnership unlocks for onchain privacy 👇

[Carbonaut @carbonaut_]

Oh boy 🤫

[Retro Dodo @retro_dodo]

The race is on to get mod kits into people's hands. First up is "The BrickBoy". 👀

[Carbonaut @carbonaut_]

@georgesttock a bit late, but NANOOOO 🙏🏼

[Peak‎‎ 🧙🏻‍♂️ @PiccoGabriele]

Right-click → Inspect → Network if you want to see some magic.

[Revelio @RevelioZK]

Introducing Bubbles, now live in open beta inside the @worldnetwork App 💬

It’s the first privacy-first social mini app, powered by zk proofs and World ID.

Built by humans, for verified humans.

Curious to learn more and test Bubbles? Read below 🧵

[Carbonaut @carbonaut_]

@magicblock @solana ⬛

[MagicBlock ✨ @magicblock]

We're excited to announce the first ever TEE-secured Ephemeral Rollups
Institutional-grade privacy meets real-time performance onchain
Live on @Solana now 🧵👇

[Naval @naval]

Founders can delegate everything except recruiting, fundraising, strategy, and product vision.

[MagicBlock ✨ @magicblock]

Solana Seeker just shipped to 150,000 users

This is a new market waiting to be served with new onchain apps and games

Here's how this is a massive opportunity for developers 🧵👇

[Carbonaut @carbonaut_]

The @PolkaBiz mentorship was 🔥
Huge thanks to the Web3 Foundation judges for believing in DAVOS.

Proud to take 2nd place, and excited for the next steps in the fast-track grant process!

[Project Davos @ProjectDavos]

DAVOS got 🥈nd place in the @PolkaBiz pitch competition!

Here is a 1-minute, handcrafted explanation by our @carbonaut_ that will give you an overview of what DAVOS is and does.

👉🏻 https://t.co/wtJn3rjfBa

[Carbonaut @carbonaut_]

@Damianfuture_ @TheKusamarian @ProjectDavos Thank you, Damian! 💪
We received valuable feedback, and we are strengthening the scope of the MVP and applying for grants from the Web3 Foundation and others. All we need is a little support to get started!

[Carbonaut @carbonaut_]

Thank you @TheKusamarian for the opportunity to pitch @ProjectDavos 🏔️

A low-risk opportunity to test a high-impact idea for better governance!

Let me know your thoughts