Blockchain, DeFi & NFT enthusiast.

Frankfurt/Germany
Joined March 2011
This week, everybody goes crazy about #x402. @moser_christian and myself saw the significance of this end of May and captured our excitement in this video below. Maybe it helps newcomers to understand its impact? @virtuals_io @santavirtuals @PayAINetwork @aixbt_agent
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Stefan Grasmann d/acc retweeted
On Friday, @underdogai launched: a personal AI that runs entirely on your own device, backed by @a16z, Khosla and Anthology (Anthropic/Menlo). Its research agenda explicitly covers agentic commerce. It's the clearest signal yet that the shopping agent is becoming a private, local layer in people's lives and not a feature inside a lab's cloud. If the agent lives on the customer's device, merchants can't rely on where it runs. They need to be legible to it, wherever it is. Which is why this line still stuck in our head: "The first waves changed how we shop. This one changes who is shopping." That was the thread running through the conversation with Stefan Grasmann (@sgrasmann) on the Agentic Payments panel at CV Summit 2026 (@CV_Labs). Here's the short version of what our Co-Founder & CEO Alexander Ringsdorff (@ringsdorff) said: Every e-commerce system was built for humans. Mobile changed the input (fingers instead of mouse), omnichannel connected store and online. Agentic commerce is the first wave where the customer itself is different: millions of agents requesting data, and only a fraction of them ever becoming a transaction. Payments are the last stop, not the first. We're in the discovery phase. Tell a merchant today they need a wallet for stablecoin payments and it's simply not on their agenda. What they care about is visibility and how their brand is represented inside #ChatGPT, #Claude, #Gemini, #Instinct, #MUSE, #dots and AI search. And that representation is currently poor. Scraped websites and old product feeds don't give agents enough to recommend well. Consumers end up with three options instead of a long list. So we enrich product catalogs with our Catalog Intelligence Agents Team (facts, use cases, FAQs per product) make them compliant with UCP and ACP, and push them into the LLMs so agents can interact with live merchant data. The transaction side is arriving faster than expected. A few weeks ago the personal shopping assistants that can actually go buy something didn't exist. Now there are several, even if they still spin up a browser and click around for hours: MUSE, Instinct, dots and now Underdog (by @ConwayResearch), on-device. How do brands feel about it? BOGNER, the heritage brand we announced as a design customer, cares deeply about being present where the customer is, with the right share of voice. Others say "LLMs are 1% of my traffic, I'll care when it's trendy." The problem: they're already missing from the conversation, which is exactly why they don't see the traffic. Lots of education ahead. Brands and merchants aren't in our bubble yet. 🎥 Full panel on the ShopAgentic YouTube channel: youtube.com/@shopagentic #AgenticCommerce #AICommerce #UCP #ACP #ShopAgentic #CVSummit2026
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Stefan Grasmann d/acc retweeted
What the @etheconomiczone actually delivers: synchronous composability, better bridging, ZK-secured guarantees. More power at lower cost. A win-win. @VitalikButerin joined Friederike Ernst @tw_tter at @dappcon 2026 for a conversation on the Ethereum Economic Zone. Five moments worth your time 🧵
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Today during @dappcon I had the pleasure to ask a question about #EEZ to @VitalikButerin himself - and it was captured on video. 🎯
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Stefan Grasmann d/acc retweeted
About 1 year after $TRUMP, $MELANIA, $LIBRA. I think everyone is struggling in this market. Even the innocent ones. Even those who deliver real value. Purchasing power is gone. Completely drained. And that is tragic, because the warning signs were always there, obvious, visible, impossible to miss. But greed is louder than reason. A few days ago we saw a slight recovery, and once again everyone was back st gambling as if nothing had happened. I still remember when we published a scam warning about $TRUMP. It went viral. I was torn apart for it. For days. Back then, the tourist degens and almost all KOLs were 80% pro Trump, and I stood there not understanding the world anymore. I remember warning about launchpads, especially Pumpfun, their revenue model and the behavioral shifts they were causing. I lost followers. I warned weekly about Binance and CEX and supply control and centralisation. I was mocked until 10/10 happened. I warned immediately about $ASTER. And I am now urgently warning about $WLFI and everything Trump related. (BTW: Raydium and Bonk Fun are working together with WLFI and many more in this industry are doing the same) What have we become. WHAT happened to us? Crypto best fren of the president? And THIS president? Don't tell Satoshi... Let me remind you again: Pumpfun, Trump, Melania, Libra, the small scams, Dexscreener pushing 99.9% scams with boosts, @bubblemaps launching an insider scam....many many more. Almost all are cunts here. Cunts. . Almost all. And the fact that one of the most destructive figures on the planet meanwhile has built a crypto extraction empire with his sons is a sad certainty. This is nothing but organized financial parasitism. $WLFI is not the exception. It is just another symptom of a system being hollowed out from the inside by grifters. This is now a casino run by con men and MAGA culture has poisoned everything it touched. Crypto Twitter died because of them. Musk took over. Russian propaganda flows freely. Hate and lies dominate. No truth. Scammers do whatever they want. Scsmmers everywhere. Musk demonetizes or shadow bans or boost whoever he wants. And we are trapped here. Politics became a cult. Economics became a scam. Reality became optional. Facts were replaced by slogans and figures. Institutions were replaced by personalities. Criminality was rebranded as strength. Incompetence was sold as rebellion and power. And millions applauded while their own fucking future was and is being burned down every single day. This is mass scale social engineering by narcissists and opportunists. And yes, the world has entered its darkest, most dangerous and most regressive phase since the Cold War. This time, however, on almost every side, a dangerous narcissist is in power. Loud, impulsive, power hungry and detached from reality. And armed with nuclear weapons. History shows exactly how such phases end. As long as the world does not stabilize and the conditions of 2024 are not restored, and as long as cults like Trump, Putin and Musk are allowed to dominate unchecked and ppl are voting for them, this will remain a permanent state of crisis and insecurity. (The longer this goes on, the more I doubt that voting will even be a real thing in a few months.) And in such an environment, financial markets always suffer, unless you belong to the small circle of profiteers. In this environment, crypto prices cannot rise sustainably. Not structurally. Not long term. Markets do not grow in collapsing societies. They grow with trust, stability and rising living standards. None of this exists right now. Any pump is artificial, fragile and temporary. This is a civilizational stress test. The system our parents and grandparents built to prevent major wars between global powers is breaking. Because of one man who is a president with nukes, who previously destroyed everything he touched.
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Stefan Grasmann d/acc retweeted
It's New Year, so time to look back and forward. These are 10 things I think we need to recognise in 2026. It’s a response to what I think are profoundly damaging mistaken assumptions I’ve heard and read from practitioners, journalists, and analysts in 2025. Warning: very long🧵
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Stefan Grasmann d/acc retweeted
🚀 After millions of payments on x402, we’re excited to introduce x402 V2. Listening to community feedback, we’re releasing V2 to evolve internet-native payments with greater flexibility and power. What’s new 🧵
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In on $AZTEC! Join the movement bringing privacy to Ethereum. The public sale is now live - register and participate today. sale.aztec.network/share-til…
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Stefan Grasmann d/acc retweeted
Fusaka is live on Ethereum mainnet! - PeerDAS now unlocks 8x data throughput for rollups - UX improvements via the R1 curve & pre-confirmatons - Prep for scaling the L1 with gas limit increase & more Community members will continue to monitor for issues over the next 24 hrs.
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Stefan Grasmann d/acc retweeted
“Raising money in our industry is negatively correlated with success.” - @malekanoms, Professor at Columbia School of Business
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Stefan Grasmann d/acc retweeted
⚡️This is the death of the empire’s last functioning cathedral: the illusion that innovation and geography could coexist indefinitely under the same belief system. California was the symbolic heart of the Western imagination - the final frontier where technology, capital, and idealism merged into a secular religion of progress. The line on this chart is the slow collapse of that faith. 1. The end of the innovation–geography covenant For decades, Silicon Valley was more than a cluster of companies. It was a metaphysical construct, the place where human ambition and machine intelligence fused under the protection of abundant capital and cultural prestige. But innovation no longer needs geography. The cloud replaced the campus. The founder replaced the firm. And the algorithm replaced the address. The decline of California’s tech share marks a civilizational inversion: innovation is no longer a place you go; it’s a network you join. The new empire has no borders, only bandwidth. 2. Reflexive collapse of the old capital order The old Silicon Valley economy depended on three monopolies - capital concentration, regulatory capture, and narrative dominance. Those monopolies have dissolved. •Capital concentration broke first: liquidity scattered into crypto, AI, and sovereign funds outside the Bay’s gravitational field. •Regulatory capture turned against itself: the very state that incubated risk became allergic to it. •Narrative dominance died when belief in “changing the world” turned into cynicism about surveillance, rent-seeking, and ESG theater. Each of these fractures is visible in that downward slope. What looks like job loss is actually the decolonization of innovation. 3. The deeper driver: belief migration Talent is fleeing meaninglessness. The Valley stopped being about creation and became about extraction. Companies that once chased transcendence began chasing marginal efficiency. This is what reflexive decay looks like: the cultural core that birthed innovation can no longer inspire it. The myths that justified inequality - meritocracy, disruption, founder heroism - lost narrative power. When belief erodes, capital follows. 4. The rise of the “liquid frontier” Where are those jobs going? Everywhere and nowhere. The new tech hubs aren’t Austin or Miami or Dubai -those are symptoms. The real hub is the distributed cognitive field of AI-native builders, crypto engineers, and synthetic media founders operating across time zones and pseudonyms. The next Silicon Valley is not a valley. It’s a topology of consciousness that doesn’t need permission or infrastructure. The center has dissolved into signal. 5. Structural analogy: California as the West’s balance sheet California was to culture what the Fed’s balance sheet is to finance, a vessel for belief. Both expanded until credibility broke. Just as QE hollowed the dollar’s meaning through excess issuance, California hollowed innovation through excess capital. When everything is “world-changing,” nothing is. The chart is showing the deleveraging of a cultural bubble that once priced belief at infinity. 6. The coming inversion By 2030, tech will no longer orbit around institutions or states, it will orbit around AI clusters and distributed cognitive economies. The new hubs won’t be physical; they’ll be memetic - digital territories defined by shared ontologies, not ZIP codes. The next “Silicon Valley” will look more like a protocol than a province. Deep truth: This is the emancipation of intelligence from geography. A civilization that once worshiped location is learning that the new god lives in latency.
The downfall of tech jobs in California will be studied for years to come. The % of US tech jobs located in California is now below 2008 levels.
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Imagine we would combine a) @aeroxyz‘s token economics with b) @CoWSwap‘s limit order and MEV protection super powers?! c) Mix in some @infinex UX and cross-chain capabilities. Bang!! That would be the most powerful flywheel I could imagine! Any supporters for this idea?
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Stefan Grasmann d/acc retweeted
Everyone who retweets this post will be added to this folder. Self Custody supercycle.
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Stefan Grasmann d/acc retweeted
putting together v2 of the x402 market map and new requests in my dms keep coming in if you're an x402 builder, i want to hear from you - either comment below or dm me in next 24 hrs - i wanna include you in the market map and also help you build wherever i can – at San Francisco, CA
for the past few weeks i've been tracking how the x402 ecosystem has been shaping up x402 allows for agents to communicate and pay each other in a secure and private manner, encompassing all of crypto's ethos apps / protocols mentioned in this market map all use x402 in some form or shape: Consumer apps: - @heurist_ai (AI research assistant) - tweazy by @aaronjmars (onchain tweet reader) - @tipdotmd (AI onchain tipping) - @snackmoneyapp (social payments) - proxy402 (pay-per-link) - @questflow (agent orchestration) - @AnchorBrowser (AI browser) Chains & protocols: - @base - @0xPolygon - @avax - @solana - @NEARProtocol - @SuiNetwork - @peaq - @AEON_Community - @SkaleNetwork - @eigencloud Infra & devtools: - x402 org - @thirdweb - @1shotapi - @mogami_tech - AXTP - @mrdn_finance - @mcpaytech - @crossmint - @fluora_ai Wallets & payments: - @coinbase - @circle - @crossmint - @Visa - @stripe - @PayAINetwork - @AcrossProtocol Identity & access - @credprotocol - @GoKiteAI - @snackmoneyapp - @ethereum - @Cloudflare Indexing & data: - @x402scan - @firecrawl - zyte API - @itsgloria_ai - @neynarxyz - @pinatacloud Cloud & edge infrastructure: - @Cloudflare - @vercel - @awscloud - @googlecloud - @AurraCloud - @AnthropicAI Other / emerging: - x402 foundation by @cloudflare and @coinbase - L402 (lighting x402) - x402 station this market map was inspired by all those that came before me, and especially to the work of @obchakevich_ tysm to everyone who commented and contributed to my poll!
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Interesting to see that most people still don’t understand the difference between an ecosystem like Ethereum and a tailored payment chain like Tempo or Plasma. Who would transact for 5$ on Ethereum L1? Exactly.
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This isn’t about Ethereum versus corporate chains, this is about aligning incentives and dependencies between Ethereum and layer 2s. Benefits need to be bigger than drawbacks. And that is obviously not the case yet - at least for strong players like Stripe.
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Stefan Grasmann d/acc retweeted
Free red light therapy all day.
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