5127
Lex Sokolin

@lex #5127

Investing in AI & Web3 via Generative Ventures https://www.genventures.xyz/ Ex Chief Economist & CMO @Consensys
511 Follower 207 Following
When will London recover from the insanity
Happy turkey day for all you birds.
Stripe has launched a new product to help AI agent workflows integrate into its financial suite.

Agents can invoice customers, generate payment links, or issue virtual cards for secure, controlled transactions. The transaction uses a virtual card generated through Stripe's Issuing API.

Coinbase and Stripe are going to fight for AI agents.
Not a chart I thought I'd make

Uniswap vs. Revolut user metrics
Is EigenLayer going to stay at $6B?
The SEC has sued us into oblivion.

Shocking to see the chart.
User engagement is addiction and often emotional manipulation

It doesn’t always belong in finance

Money at rest is just as much a business model as money in motion
Gm

Had fun putting together the er this chart
I’m in NYC a few days this week.

What’s happening in crypto DeFi AI and where to go?
Anyone else see this sky yesterday?
What’s the best thing you’ve scotch taped in Zapier?
/AI
Anyone planning on coming?
A cool decentralized AI event in Austin for Consensus.

Excited to host a fireside chat with Erik Voorhees on why we need Private, Permissionless AI

See you there!

https://lu.ma/8xb9ny37?tk=vUn3QP
/AI
Speaking at this decentralized AI event this week

https://www.eventbrite.co.uk/e/decentralised-ai-summit-london-tickets-885475700657
Seeing Tool in June

But more importantly, Night Verses is opening
What’s the difference between Good Mornings and RDLs?
The biggest fintech to flip is the Fed ACH volume

$80 trillion per year

Solana wash trading will get there soon enough
Chart of the day

Flows to BTC vs Gold

Via Tom Dunleavy
That was quicker than I thought it would be.
Chart of the day

Yep, it's a bull market.
There are always new games for you to play.

The tide that turns over attention and capital is inoxerable.

Economies and industries can remain fresh because human talent will flood into new frontiers.
Higher for longer

Rates not gonna go down