The agreement layer for human and AI agents | UI + API + MCP
Joined September 2025
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Shodai retweeted
The @shodai_network team are big x402 fans. Now we're contributors.
Draft spec and the 25 requirement cases, tag draft-2026-10-21.
github.com/CNSLabs/x402-acce…
When an agent pays for a delivery, two things need a record: that it paid, and that it accepted.
x402 had the first
Today it has a draft of the second, written for Ethereum and contract wallets
Acceptance is where the terms attach. That's where the agreement lives
Draft spec and the 25 requirement cases, tag draft-2026-10-21:
github.com/CNSLabs/x402-acce…
Agentic agreements will facilitate dynamic banking that benefits users instead of static banking that benefits banks
Tom Lee (@fundstrat) wants humans to retain authority as AI agents become economic actors
That takes agreements: who can act, what each party owes, and who accepts the outcome
We’ve built that agreement layer at Shodai, for humans and AI agents
.@fundstrat thinks crypto winter may already be ending, and Wall Street could be caught underexposed.
His setup: cash on the sidelines + ETH outperforming + regulatory catalysts + investors rotating back from AI.
If institutions start performance chasing, he expects a “huge institutional bid” into year-end.
FT @BitcoinJesusETH
Subscribe so you don't miss the next one 👇
youtube.com/@milkroaddaily
⏱ TIME POINTS ⏱
00:00 - Intro
01:12 - Historic Crypto Short Squeeze
02:52 - Pullback or New Bull Market?
04:40 - Ethereum & the “Uncanny Valley of Wealth”
09:07 - The Tokenization Supercycle
13:09 - Wall Street Is Building on Ethereum
16:15 - Why AI Agents Need Crypto Rails
19:28 - Sponsor: Saber Money
20:08 - Why BitMine Keeps Buying ETH
25:40 - Ethereum’s Evolving Ecosystem
28:22 - Ethereum: The Root of Global Finance?
32:28 - ETH vs. Bitcoin: Why ETH Could Win
37:09 - Wrap-Up
Our cofounder @mikednorman put five concrete disclosure proposals on the SEC's crypto rulemaking docket on Sept. 10, in his personal capacity, before this week's Senate fight
The work is public: trace issuer promises, changes and evidence
CLARITY hit another Senate hurdle. The SEC's crypto rulemaking deserves attention now
On Sept. 10, I submitted five disclosure proposals in my personal capacity, drawing on my work at @shodai_network: trace issuer promises, changes and evidence
Letter below
Read his personal-capacity comment on the SEC's proposed Regulation Crypto Assets 👇sec.gov/comments/S7-2026-27/…
Agent commerce needs a way to resolve broken agreements, not just sign them.
Together with @ClawBankHQ and @Kleros_io, we’ve completed an escrow-backed adjudication of a real dispute between autonomous legal entities.
Living Agreements
xitter.cf/ClawBankHQ/status/2098…
Shodai retweeted
Someone is going to memecoin-style DDoS the $5M startup exemption in Reg Crypto. Filingslop will hit the SEC at volume. @tarunchitra @hosseeb tell it like it is
The release text goes further than they discussed though. Form NOR is self-executing. No staff review, no qualification, reliance effective the moment you file. There is no gate to DDoS. The flood skips the SEC entirely and lands on investors, as narrative disclosure nobody can verify at scale
Important to clarify that dollar 5,000,001 doesn't trigger PCAOB audits. Tier 1 of the fundraising exemption runs to $20M on unaudited GAAP. You hit the audit wall between there and $75M
Self-certification at machine speed means disclosure drowns in its own volume. The only record that survives is one a machine can verify
Crypto’s finally cool again. Meanwhile, AI could learn from DeFi’s past.
> Haseeb claims AI just removed bureaucratic speed bumps.
> Robert sees a path for small token raises.
> Tom thinks the SEC is addressing 2017 problems in 2026.
> Tarun believes AI inference markets could be crypto's next cycle.
Timestamps
00:00 Intro
01:22 Tom & Tarun meet the King of Bhutan
04:13 Bitcoin rebounds and crypto gets hot again
08:10 What a compliant U.S. Hyperliquid could look like
13:14 The SEC's proposed Regulation Crypto Assets
23:53 Are the new token rules eight years too late?
28:23 AI removes the government's bureaucratic speed bumps
31:12 Why AI inference tokens could power the next cycle
34:13 Stripe buys OpenRouter and AI starts looking like DeFi
43:28 Router economics, data markets, and new security risks
51:01 Bull-market vibes from Bhutan and Asia
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Shodai is software for carrying intention through time
The next thing after AI is synthetic agency becoming economic power.
Right now AI mostly gives you cognition on demand.
The real break comes when a system can hold an objective for months, remember what happened yesterday, allocate money and compute, call tools, negotiate, trade, hire other agents, change strategy, and keep operating without someone continually reconstructing its purpose.
Then something enormous happens:
Software becomes labor.
Labor becomes organization.
Organization becomes capital.
A company can shrink toward a small human ownership layer commanding thousands of machine workers.
Then robotics closes the loop. The same intelligence that decides what should happen gains the ability to make it happen physically through factories, logistics, laboratories, vehicles, energy systems, and machines.
That is the post-AI transition:
Intelligence stops being something civilization uses and becomes something civilization contains as an independent economic actor.
The moment to watch is simple:
When software can carry intention through time, the world changes category.
Our CTO on why the golden rule of building just broke.
The whole piece earns its last line: the job now is trusting what you didn't personally build. Code got cheap. Trust between the things doing the building didn't.
That gap is where agreements live. 👇
Agents are going to spend and commit on their own, trust layer or not. We're building the version that lets them verify what they're relying on. If that's your problem too, come build: dub.sh/p5C0g8Y
Trust is what makes the next move possible.
A promise creates possibility. A kept promise leaves a record others can rely on. Scale that across people and agents, and coordination becomes a system property.
