Crypto is finally leaving the “magic internet money” stage.
Open Money explains the real econ mechanics — protocol revenue, policy shifts, wallet data.
Get the latest issue ↓
https://t.co/eqeOtLx4p6
New Exponential episode:
@danielmcglynn sat down with @maggielove_ from @SheFiorg to talk about what it takes to build a developer community around agentic finance, and why the next wave of onchain builders looks different from the last one.
https://t.co/5StwvnNa83
A @LehighU professor joined @danielmcglynn on Exponential this week with a line that cuts to the heart of the agentic finance era:
"My AI agent can't open a bank account."
That single observation reshapes what the infrastructure layer of finance has to do next.
Here's why:
The latest signal is new wiring, not a new chain or a new product: Ethereum's EIL, the SEC's digital asset taxonomy, and NYSE's tokenized platform.
Open Money's next phase is all about growing the connective tissue.
https://t.co/UwuRxthhDJ
"Nor was it a love of crypto. Bitcoin, still the industry’s bellwether, had fallen roughly 30% from its peak in early October. Gold, whose job Bitcoin was supposed to take, was up 7% over the same three months. Most tokens had fared worse. When I asked Yan about the negativity surrounding the industry, he did not defend it. 'There is a lot of sketchy behavior in the space,' he said. 'It may be healthy that people are realizing these things are not what they’re advertised to be.' He does not consider Hyperliquid a crypto company. 'People don’t say we’re internet companies these days,' he told me. 'We use crypto, but that doesn’t define us.'
3/ The signal is unmistakable: closed financial infrastructure is being rewritten as open, auditable, and composable — whether incumbents like it or not.
The race is on.
1/ The Open Money thesis got institutional validation in the past 72 hours.
IMF calls tokenization a “structural shift.”
Jamie Dimon says it’s redefining competition (tokenization, stablecoins, and smart contracts) and JPM must move faster.
U.S. Treasury drops first GENIUS Act rule for stablecoin issuers.
Aave DAO openly debates risk strategy in public as contributors exit.
marketers, this is your time to shine
ideas have become exponentially more valuable in the era of ai
you can go from napkin scratch to production in days with little to no cost
creativity is the key differentiator
and marketers should be the most creative of us all
.@mrudulgole dropped some really sharp observations here — the exchange MCP angle is something we hadn't talked about much on the show before.
The idea that major exchanges are opening up APIs for AI agents to trade directly feels like a bigger deal than it's getting credit for right now.
Excited to see where this goes.
A new episode of Exponential just dropped.
We talked with Mrudul Gole, Head of Business Development @BuildOnNodeOps, about where compute is headed and what's happening at the intersection of blockchain and AI.
https://t.co/cO1I4tMy11
I think the only way to play the game these days is upskill a lot with AI tools (especially related to domains you care about) then ruthlessly guard unplugged time so you can read & think your own thoughts
People who have spiky brains + machine leverage will dominate everything
Crypto wins when you forget it's there.
New Exponential: I sat down with @nic_builds, founder of Blueprint Finance, to talk about why the biggest DeFi milestone won't make headlines — it'll show up quietly in your savings account, credit card rewards, and 401k without you ever knowing it's onchain.
"My most exciting day will be knowing someone just received value from DeFi with no idea that's what happened."
The technology wins by disappearing.
Institutions are quietly moving onchain.
@Blueprint_DeFi built the infrastructure to absorb those flows — vaults that deploy capital across blue-chip DeFi protocols and return institutional-grade yield.
The latest episode of Exponential:
https://t.co/swzbmaUugD