morat

24/7 crypto truthseeker

[Tolly @TollyLabs]

@KashRazzaghi makes an important point, and its implications extend far beyond stablecoin adoption.

AI agents won't choose financial infrastructure based on brand loyalty or ever-shifting narratives. They'll prioritize speed, cost, and efficiency.

Those same principles will increasingly determine which services they purchase, which providers they trust, and how they execute complex tasks. Price, reliability, and measurable performance will become fundamental to an economy driven by autonomous software.

The rapid development and growing adoption of x402, with more than 50 organizations now participating in the x402 Foundation, is an early indication of where this is heading. Software is gaining the ability to purchase resources and transact independently, creating demand for an entirely new layer of onchain infrastructure.

Alongside our DEX and launchpad, we're building an expanding ecosystem of agent-accessible services, open marketplaces, x402 aggregation, verifiable performance analytics, and complex workflow management.

Circle is positioning USDC and @arc to support this emerging economy. At Tolly Labs, we've already begun putting that infrastructure to work, with a broader ecosystem of agent services, discovery, and intelligence taking shape.

[Tolly @TollyLabs]

One of the more interesting implications of AI agents becoming economic participants is that they'll need services worth paying for.

Market data, wallet intelligence, research, and eventually entire marketplaces built around agent-to-agent transactions.

At Tolly Labs, we've begun translating this vision into reality, enabling AI agents to access and purchase services through x402, with payments settled in USDC on Arc.

The rails are here. We're putting them to work.

[Tolly @TollyLabs]

Tolly’s next chapter is taking shape.

To kick things off, we’re integrating x402 payments so AI agents can purchase services directly from Tolly’s APIs using USDC, from market data and wallet intelligence to risk reports, execution quotes, and token launches.

This builds on our existing integrations, adding a direct way for agents to pay for the tools they need to complete tasks for their users. It also opens up multiple new revenue streams to feed the TOLLY flywheel.

Built on Arc and powered by Circle’s infrastructure, this is the first step in a broader expansion we’re working toward for Tolly.

We’ll share the full expanded roadmap soon.

[Tolly @TollyLabs]

GTolly!

Another milestone for the Tolly flywheel.

60.32 million $TOLLY have now been permanently removed from circulation.

That's 6.03% of the original 1 billion token supply.

The flywheel keeps turning.

[Tolly @TollyLabs]

Stablecoins are evolving beyond their traditional role in crypto, with the potential to become a fundamental part of how value moves across an increasingly digital economy.

AI agents will need to purchase data, access services, and transact with one another. Circle and Arc are well positioned to support this emerging economy.

For Tolly Labs, much of the infrastructure needed to participate is already built.

Opening our existing market data, wallet intelligence, and trading infrastructure to autonomous agents through x402 creates entirely new opportunities for monetization.

Combined with independent service providers, agent commerce, and intelligence products, our expanded roadmap introduces multiple potential revenue streams that can reinforce Tolly's broader economic model.

More services, more transactions, more economic activity, and more value flowing through the Tolly ecosystem.

We're excited to build alongside Arc as the agent economy takes shape.

[Tolly @TollyLabs]

Agents are coming to Tolly.

Today, we're unveiling an expanded roadmap for Tolly Labs.

Our vision is to evolve Tolly into an open marketplace and intelligence layer for useful AI agent services, with Arc-first settlement.

As agents become increasingly autonomous, they'll need reliable data, specialized services, transparent pricing, and the ability to transact with one another.

Our expanded roadmap introduces six initiatives designed to support that future.

01 — TOLLY SERVICES

An expanding suite of paid x402 APIs providing agents with on-demand access to Tolly market data, wallet intelligence, token reports, and other useful information.

Agents will be able to purchase the data they need, when they need it, without traditional subscriptions or manual purchasing.

02 — TOLLY BAZAAR

An open marketplace connecting AI agents with independently hosted x402 service providers.

Providers retain control of their own infrastructure while Tolly connects them with buyers, offering a new way to distribute and monetize their services.

Agents will be able to discover and purchase services with transparent pricing, clear usage terms, and reliable payment and delivery tracking.

Creating an open ecosystem where independent providers can reach new customers without surrendering control of their services.

03 — TOLLY AGENT EXCHANGE

An open platform where independent creators can connect their existing AI agents, establish a public presence, and offer services without requiring a token.

Each agent gets a business profile showcasing its services, pricing, supported chains, endpoints, operator details, and activity history.

Buyers can discover agents, access their services, and inspect delivery evidence and reputation, creating greater transparency and accountability across the agent economy.

04 — TOLLY COMPARE & ROUTE

Not all agent services are created equal.

Tolly will enable agents to compare compatible providers using measurable factors such as quality, response speed, and cost.

Requests can then be routed to providers that best match their requirements and available budget.

05 — TOLLY PUMPAMENTALS

An evidence-backed intelligence layer revealing the real economics behind AI agent services.

Pumpamentals will track recorded sales, paying wallets, repeat usage, refunds, and observable costs, building an Economic Passport that brings together verified activity across multiple channels.

By distinguishing independently verified data from self-reported figures and unknown information, Tolly aims to give users a clearer picture of genuine demand, service reliability, and economic performance.

06 — TOLLY AGENT OPERATIONS

Tools for operators to coordinate and purchase work across multiple agent services.

Users will be able to plan multi-service workflows, establish spending limits, approve providers, and manage permissions.

Making agent-to-agent commerce more manageable, accountable, and efficient.

The Bigger Picture

Six initiatives working towards one connected ecosystem where agents can discover services, evaluate providers, purchase data, and coordinate work.

An open marketplace where independent providers can monetize useful services, powered by x402 payments and Arc-first settlement.

As the ecosystem grows, each new layer of activity creates additional opportunities for Tolly to capture value, reinforcing the economic model that supports its continued expansion.

The next chapter for Tolly Labs starts now.

[Tolly @TollyLabs]

Here’s a first look at the next chapter for Tolly Labs:

Custom V4s
Fully customizable taxes and revenue distribution, giving creators absolute control over how their token’s fees are structured and allocated.

Custom Presales
Token raises for both meme and utility projects, with configurable presale settings to support your launch.

NFT Launchpad & ERC-404s
Generate an entire collection from a single image, with up to 10,000 variations rendered directly onchain through a Solidity SVG renderer. ERC-404 contracts connect fungible token balances with individual NFTs.

More control for creators. More ways to launch.

[Tolly @TollyLabs]

@jerallaire And soon fully programmable token launches from Tolly. Solid indeed.

[Bancor @Bancorarc]

Listen closely to this exchange.

Jeremy Allaire says he still shares Ryan Selkis’s 2014 article “all the time”—the same article documenting Bancor as Circle’s original intended name!

Are you writing this down?

$BANCOR 🐦‍🔥

[Tolly @TollyLabs]

Tolly V4 is live.

Launch a token against any supported onchain asset.

Creators can simply paste the contract address of the asset they want to pair against and deploy a new market directly on @arc .

Tokenized stocks. Wrapped BTC. Tokenized gold.

Tolly automatically handles pairing, pricing and USD valuation with no waiting for new base pairs to be added manually.

V4 also introduces configurable creator economics.

Creators can set a custom market tax of up to 10%, feeding more volume and fees into the Tolly flywheel: rewarding creators and holders, supporting the protocol and removing more TOLLY from supply.

Program the market, and the mechanics that govern it.

[Bancor @Bancorarc]

On January 3, 2014, Ryan Selkis published The Inner Circle, documenting the emergence of Circle.

In the article, he revealed:

“Circle’s original name and brand was not actually supposed to be Circle, but Bancor.”

This is where the $Bancor story began.

[Bancor @Bancorarc]

When asked where the information behind his 2014 Bancor report came from, Ryan Selkis answered plainly:

“Their Series A investor told me that over lunch.”

The reply has since been deleted, but the screenshot remains.

The Bancor story wasn’t invented years later. It came from Circle’s earliest chapter.

$BANCOR 🐦‍🔥

[Bancor @Bancorarc]

Years after Selkis's The Inner Circle was published, Jeremy Allaire said he still shares the article.

That matters.

The same article documenting Bancor as Circle’s original name remained part of the story Circle’s own CEO continued to circulate.

Bancor was never erased from the record.

$BANCOR 🐦‍🔥

[Bancor @Bancorarc]

Circle was originally supposed to be called Bancor.

The information came from a Series A investor.

Jeremy Allaire continued sharing the article years later.

The name changed. The history didn’t.

$BANCOR 🐦‍🔥

[Bancor @Bancorarc]

How many abandoned company names leave behind this kind of trail?

A 2014 article.

A Series A investor as the reported source.

Circle’s CEO continuing to share the story years later.

Bancor’s history survived because the receipts did.

$BANCOR 🐦‍🔥

[Tolly @TollyLabs]

Tolly is back online.

Today’s surge in traffic exceeded the capacity we had provisioned, resulting in a temporary outage.

Service has been fully restored, and we’re already scaling the infrastructure to handle the level of activity we’re seeing.

Temporary growing pains. We keep building

Thank you for the patience and support!

[Tolly @TollyLabs]

We want to extend our gratitude for featuring us in the livestream, @arc!

We’re excited to show you more of what we’ve been working on.

[Bancor @Bancorarc]

GBANCOR!

Today, Arc goes live.

Twelve years after Bancor appeared in Circle’s origin story, the name returns for the opening chapter of Circle’s new network.

What began as a nearly forgotten piece of history now lives again through a community, a token and a phoenix.

Some stories find their way home.

Welcome to mainnet. $BANCOR 🐦‍🔥

[Bancor @Bancorarc]

DexScreener has been paid and officially updated!

The relevant socials for $BANCOR are now live, along with a brand-new banner.

Everything is in place for Bancor's triumphant return.🐦‍🔥

https://t.co/nrljEMJApz

[Bancor @Bancorarc]

If you are new on Arc, dive into this thread and explore the evidence behind the $BANCOR lore.

Each tweet in the thread explains a different receipt, giving strong credence to the claim that Bancor was Circle's original name.