Martin Thompson

Not Financial Advice

[Martin Thompson @omotishere]

Nailed it !

[Keetard @TheKeetard]

ty said two new things about the gulf commodities venture this week: a bigger number and a fourth metal.

june's announcement with ask group said "tens of billions of dollars" of gulf commodities. oil, gold, silver. the target now, in ty's words: "we wanted to tokenize over 100 billion dollars of gulf commodities. gold, copper, silver, and oil. and i think we're tracking towards that."

copper wasn't in the june thread. it is now.

the rails for it are already on the network. paxg and xaut, the two largest tokenized gold products, already move onto keeta through the layerzero anchor. keeta, ethereum, solana is a listed route in the registry.

what's being built right now is the joint venture entity in dubai, with ownership, managers and independent board members going through the procedures.

then the partners waiting on it. ty's words: "there's numerous partners that are coming, lined up to be announced once we have that joint venture established." then the heavy work, closer to 2027, the same year the june thread gave for the public exchange.

today the entire non-dollar stablecoin market, every issuer on earth, is $1.6 billion.

ty's target for gulf commodities on keeta is over $100 billion.

that is not a stablecoin story with a commodities footnote. this is the largest real-world asset tokenization initiative the industry has seen.

@KeetaNetwork $KTA

[Hughesey @TopBannana8]

$KTA
People getting impatient
Price looks dead.
Product isn't
10 currencies
Same day
October
Things are about to get loud.

[Joshuwa Roomsburg @Joshuwa]

$KTA puts fiat and tokens together.

One account holds fiat and tokens.

Bank anchors and native transfers link
the account to payment rails.

Direct card payments are coming.
Money can finally reach more rails.

[Destra Network @DestraNetwork]

Destra Noir. A new beginning.

To everyone who stayed with us, we really appreciate you and your support.

Private AI built for you, not for the systems trying to learn you. https://t.co/AgU0f4R5Go

[Keeta @KeetaNetwork]

Stablecoins solve one problem and create another. Moving value fast is easy. Moving that value to a bank rail, another chain, or a card network usually isn’t as convenient.

On the Keeta network, stablecoins and other tokens sit alongside fiat in the same account. Anchors connect to banks in nearly any country, atomic swaps run with as-needed KYC, cross-chain transfers are native, and direct-to-card payments are coming.

That’s what stablecoins actually need: not just an asset that moves fast, but one that’s compatible with the payment industry it’s trying to join.

[Hash AI @OfficialHashAI]

Hash AI Community,

We are pleased to announce a new update to our ecosystem, we understand the markets have been quiet but we have remained building consistently and developing industry leading tech in the background.

Hash AI remains a priority for the team. We want to be clear about where things stand, our commitment to outstanding rewards, and the direction we want to take the project.

Restrictions on large-scale power usage affecting our mining operations in the Middle East brought our primary revenue source to a halt. Unfortunately, those restrictions remain in place, and our miners are still offline.

However, we remain committed to paying all outstanding rewards owed through the Community Share Pool and HashMine, once mining revenue becomes available again. That commitment has not changed.

Our physical infrastructure has been central to Hash AI, but this disruption has highlighted the need to build a business that is less dependent on mining and the constraints affecting it. Through the relationships we have built over the past few years, we are exploring opportunities to expand the project in a new direction. We will share concrete details when those developments are confirmed.

We understand that the uncertainty has been frustrating. Thank you for your patience and continued support. From here, we will communicate more consistently, and we will work hard to rebuild confidence in the team's capabilities.

We look forward to sharing more details of our long-term development plan in the coming weeks!

[Keeta @KeetaNetwork]

(3/4) BlackRock’s core argument is that agentic commerce needs payment rails built the same way. Most existing infrastructure wasn't. Card networks carry acceptance economics that break down at machine-scale microtransactions. ACH settles in a day, not in the time it takes an agent to finish a task. Onboarding and authorization were built assuming a human is in the loop.

[Keeta @KeetaNetwork]

(2/4) The way LLMs tokenize language into machine-readable units is structurally similar to how blockchains tokenize value. Both let machines process something natively that used to require a human to interpret it first.

[Keeta @KeetaNetwork]

(1/4) BlackRock's new paper draws attention to something Keeta has been focused on for years.

As AI systems move from generating content to executing multi-step work, they will need to make payments. That shift doesn't fit the rails we’ve built the payments industry on.
https://t.co/lYush3yWDm

[Gabe @gabe_schenk]

This should be a great episode!

@yourpal and @schenkty will be joining from the Keeta side, alongside more than 10 of our top contributing community members.

[Keeta @KeetaNetwork]

(1/6) The Keeta network is built to be used as a connection, or a centerpiece, for payments and the broader financial system.

Assets will live across many chains. Keeta is built to move value across that landscape.

[🔥Money Maker! Keetarded!🔥 @Totshi77]

$KTA is going to Fly!

[Martin Thompson @omotishere]

@theunipcs post

fun fact:
$USELESS ($270 million market cap) is doing more volume on Coinbase than every other memecoin except $DOGE ($13 BILLION market cap)

that's more volume than $SHIB ($3.16 billion), $PEPE ($1.54 billion), $TRUMP ($556 million), and EVERY other memecoin

[Keetard @TheKeetard]

i think people are going to read it too casually.

bivo was already a licensed california money transmitter. that part is not new.

what changed is much more specific.

ty says bivo has now received approval in california for its integration with keeta, including support for both individuals and businesses, and that keeta and bivo can begin onboarding applicants who were previously waiting.

that tells us something important about how this rollout actually works.

having the license was not enough.

the bivo + keeta arrangement itself still had to clear whatever california compliance and regulatory requirements applied before customers could be switched on.

and now we have a real example of a state apparently approving the two systems together before users can be onboarded.

which also makes ty’s other update more interesting.

keeta and layerzero testing is complete.

the remaining work is on bivo’s side.

the delay has primarily been about complete compliance coverage.

california may be our first visible example of what that sentence actually means.

not “keeta is waiting for a license.”

more like:

the regulated financial layer has to be approved market by market before keeta can turn it on.

and california just moved from waiting to onboarding.

[Hughesey @TopBannana8]

$KTA I understand why people loose conviction in a project they invested in and sell for a loss.

Mainly due to bear market price action and they can't take no more.

Me, yes im down, but conviction has never been stronger, Keeta is seriously a big play.
And has the potential to be a massive powerhouse.

See what they've built, see who they've partnerd with, see how fast they process compliant transactions, see how there aligning for Agentic payments, see how they can be quantum resilient.

The list goes on and on.

If you can't see it sell.
But im Buying, Buying, Buying

[Keetard @TheKeetard]

holy cheetah.

keeta testnet just processed 28.9 billion transactions in 24 hours.

335,000+ real-time tps.

11.1 million max tps over 100 blocks.

enough transactions for every person on earth to transact more than three times.

and the timing is interesting.

yesterday ty explained why they were resetting the testnet. last year’s stress-test data had become so large that keeping it around was expensive and made future testing harder, especially things like third-party nodes.

so they archived the old history, started fresh, and this is what showed up.

28.9 billion transactions in a day.

the old testnet proved keeta could run fast.

now they’re clearing the runway for what comes next.

mega volume.

[Ty @schenkty]

Token launchpads might be the single most cancerous product category in our industry.

The issue isn’t speculation which exists in every market. It’s industrializing the creation of assets with no legitimate purpose, product, business, or long-term intention behind them.

More importantly, it encourages a culture where the goal is increasingly to extract short-term profit from the next participant rather than develop conviction in something fundamentally valuable and participate in its growth over time.

We want crypto to be taken seriously as financial infrastructure while simultaneously rewarding the exact behaviors that make it look like a casino. That culture actively undermines the legitimacy of the entire industry.

Let’s do better.

[Keetard @TheKeetard]

on august 18 i argued the hard problem in agent payments isn't speed, it's whether authorization can be enforced by the system instead of trusted to the agent. the imf had said the same thing in april.

today keeta announced what it's building to answer that, with a partner called ziru labs.

read the reframe in tweet three, because it's the whole product: "a signature proves possession of a key. it does not prove who the agent was acting for, what mandate it had, which limits were active, or that those constraints held when the payment was released."

that's the gap. every agent payment system today can prove a key signed. none can prove the agent was allowed to.

the product: attested agent payment. before settlement, not after, a bank or treasury desk verifies four things. the principal. the agent's authority. the policy state. the operating conditions behind the payment. keeta identifies the kyc'd principal, applies policy, and settles. ziru proves the agent stayed inside its mandate, rooted in hardware.

and the line that keeps this out of science fiction: "liability stays with the regulated entity." no legal personhood for agents. just cryptographic evidence that a human's agent did what the human authorized.

honest status, from keeta's own thread: sequenced. evidence first, enforceable mandate second, runtime integrity as the research matures. ziru's working prototype is targeted for later this year. this is architecture and pilots, not a product you can use today.

but notice who else is building this shape. aws published a hardware-attested agent payment pattern last month, running on nitro enclaves over x402. the category is forming. keeta's version is the one where the settlement network itself already knows who the principal is.

the closing line of the thread is the lane: keeta shouldn't be a network agents can pay on. it should be the network regulated institutions accept agents paying on.

the account has been writing that sentence since august. the team just wrote it too.