LATEST: ๐ Arthur Hayes says ETH is due for a "hated rally" after years of underperformance, telling the Pomp Podcast the RWA and tokenization narrative will push institutions onto Ethereum.
I think one of my biggest flaws in both investing/trading is regret over missing an early entry. This often causes me to chase later when the price is higher. And to compensate, I also need to size up larger to catch up on the "lost gain" I could have had if I bought early.
@Route2FI I recommend you to research base:0x764a726d9ced0433a8d7643335919deb03a9a935 before Agentic Portal goes live next week. Thank me later. This one will age like the finest wine.
https://t.co/ufFubgwGS5
Yesterday was weak. Today, POKT network activity snapped back.
Relays +15.9%
Compute +11.6%
Transactions +3.5%
More interestingly, supply stayed net-negative again.
If this usage trend holds into the Agentic Portal launch, thatโs where it gets interesting. $POKT
x402 solves how agents pay. @POKTnetwork is building how agents access and pay for data.
Machine-to-machine payments + machine-readable data.
The pieces are coming together. $POKT
Weโre seeing the ramping of the agent economy. A new population... still early, still mostly directed by humans, but gaining autonomy, running longer tasks, and beginning to transact.ย
x402 and protocols like it exist because agents need to move money at machine speed.
But at machine speed, things we treat as fixed start breaking apart.ย
Politics doesnt work because it moves faster than we can regulate. Faster than we can even understand. The financial economy takes on a velocity weโve never had. Billions of economic agents will be doing things we donโt even see.ย
Gone are the days of websites and front ends... whatโs coming is machine readable, made for machines, by machines. An invisible economy at a scale vaster than we can comprehend.
Thats what my Economic Singularity framework describes. The point where the economy starts moving beyond human speed and human comprehension, and the old ways of running the world stop working.
Weโre seeing the ramping of the agent economy. A new population... still early, still mostly directed by humans, but gaining autonomy, running longer tasks, and beginning to transact.ย
x402 and protocols like it exist because agents need to move money at machine speed.
But at machine speed, things we treat as fixed start breaking apart.ย
Politics doesnt work because it moves faster than we can regulate. Faster than we can even understand. The financial economy takes on a velocity weโve never had. Billions of economic agents will be doing things we donโt even see.ย
Gone are the days of websites and front ends... whatโs coming is machine readable, made for machines, by machines. An invisible economy at a scale vaster than we can comprehend.
Thats what my Economic Singularity framework describes. The point where the economy starts moving beyond human speed and human comprehension, and the old ways of running the world stop working.
Finally, a proper POKT staking view.
1M POKT delegated
10.22K earned in 30D
12.43% APR
Real validator yield is now much easier to track.
@POKTnetwork $pokt
If millions of AI agents are going onchain, theyโll need constant access to data, APIs, inference and blockchain infrastructure.
Thatโs exactly why $POKTโs Agentic Portal is worth watching.
Agents wonโt just need blockspace. Theyโll need data.
In the next two or three years, every human could have a hundred... maybe a thousand agents working for them onchain.
Arpan Nanavati breaks it down perfectly in this clip... the whole thing is a costย curve.
Right now, it costs about $10 a day in inference to run an agent... hedge fund territory. But inference costs have already dropped 100x in three years, and every step down changes who can afford to play:
At $1 a day, every protocol is running agents
At cents a day, your wallet has agents built in, managing your idle capital
At microcents, you get agent swarms
Jevons paradox... every time the cost of something collapses, usage explodes.ย
Intelligence is scaling, and theres no reason the number of agents executing onchain cant scale near infinitely.
Madness.
@RaoulGMI You are absolutely right @RaoulGMI
I recommend you to research $POKT and this tweet that will age like the finest wine when Agentic Portal goes live next week. Thank me later.
https://t.co/ufFubgwGS5
The market still thinks of base:0x764a726d9ced0433a8d7643335919deb03a9a935 as decentralized RPC infrastructure.
That view is outdated.
Shannon fundamentally changed what @POKTnetwork can be.
Pocket Network is now a permissionless service network where arbitrary APIs and microservices can be registered, deployed by suppliers, routed through gateways and consumed programmatically. The upcoming Agentic Portal is what finally connects that supply to an automated demand layer.
AI agents won't care about brands. They won't sit through sales funnels or compare landing pages. They'll search for the capability they need, sort by price/reputation, pay through x402 and execute within milliseconds.
Pocket's strategy is to be everywhere in that search surface.
Pocket Network Foundation has already prepared hundreds of services with high demand for rapid deployment. Search, extraction, OCR, document conversion, inference, embeddings, market data, utilities - the kind of "boring" microservices autonomous agents will consume continuously.
But the real advantage isn't PNF manually building hundreds of services.
It's Shannon being an open marketplace.
Anyone can identify a new agentic opportunity, register the service on the network, deploy it, become an early supplier and capture the profits. Tokenomics are built wisely to incentivize fast market adoption. That way catalog of services can expand very fast.
This is what people still don't get about @thepoktopus "Amazon of Data" thesis (https://t.co/qomcv5izsu).
Amazon did not need to manufacture every product.
It created the marketplace where suppliers had an incentive to list whatever customers wanted.
Pocket is about to do the same for machine-consumable services.
The flywheel is simple:
more services โ more discovery โ more successful paid relays โ stronger reputation โ more traffic โ more incentives for builders โ even more services.
And PNF has another major lever: its own Agentic Portal revenue will be used entirely to buy POKT.
So agent activity can become direct, recurring buy pressure:
agents pay USDC โ PNF buys base:0x764a726d9ced0433a8d7643335919deb03a9a935 โ relays are consumed through Shannon.
Even competing third-party gateways are ultimately beneficial for the protocol because their traffic still requires Pocket appstakes and paid relays.
Shortly after Agentic Portal launch, it will become evident whether the marketplace starts becoming self-reinforcing:
organic agent traffic, repeat usage, rapidly growing service coverage, and eventually third-party builders launching profitable services without PNF needing to coordinate them.
Incentives are in place already. Service owners get 3% reward. With all that happening, Pocket is no longer just infrastructure for blockchain requests.
It becomes endlessly scalable infrastructure for autonomous machine commerce. Infrastructure for growing agentic market (https://t.co/TGU3AlIhsY).
Funnily, at today's valuation, none of this is priced in at all. And POKT is a week away from launching the most significant demand driver since inception. I don't think market realized this at all.
AI agent builders and interested parties: @keyserfaty@adamkillam@organ_danny@0xJeff@eric_seufert@Must_be_Ash@CathieDWood@Okada_DeFi0x@blknoiz06@Innerdevcrypto@btc_charlie@cburniske@ivaavimusic@downingARK@AndrewCurran_
September could mark a major expansion for $POKT.
With the Agentic Portal launching, Pocket is moving beyond RPC into AI, APIs, search and microservices.
More services โ more builders โ more staking โ more usage.
The โAmazon of dataโ starts to take shape.
Imagine the shock when people realize what base:0x764a726d9ced0433a8d7643335919deb03a9a935 has accidentally built during bear market. @POKTnetwork has built a perfect protocol for the agentic economy that will fully reveal its potential next week when Pocket Agent Portal goes live. It is going through security audit and it's waiting for @CoinbaseDev to issue an API key.
It's gonna be a wild ride.
Read more here: https://t.co/qomcv5izsu
Coinbase is building the financial rails for AI agents.
@POKTNetwork is building the data rails they can spend on.
Agents need money.
Agents also need data.
AiFi + permissionless data infrastructure is where this gets interesting. ๐
On January 1st, 2026 we pivoted to focus on providing institutional grade RPC services.
Today we surpassed 3 Billion relays served across 18 networks. We are on track to exceed 7 Billion by end of year.
Thank you to @POKTnetwork@lavanetxyz ad @routemesh for supporting our continued growth๐
Special thank you to @TracieCMyers@thepoktopus for believing in us and allowing us to help grow the Pocket Ecosystem!
POKTโs value proposition is getting clearer:
Instead of paying separate RPC providers for every chain, apps and agents can access decentralized infrastructure through one network.
Thatโs the opportunity for @POKTnetwork โ becoming the default data layer for a multi-chain world.