really enjoyed this from matt balez. a few things stuck:
i learned subcent api fees via usdc on base is easy. a few weeks ago in vegas i highlighted this a unique value prop for bitcoin agentic payments. i was wrong.
still true that stablecoins are inherently censorable, and freezable at any time. they don't optimize for human freedom. stablecoin privacy is very spooky. the fact that you can feed an agent's etherscan history to chatgpt and id the merchant should scare everyone.
"open source AI deserves open source money" is a banger. how do we meme this into existence? watching steinberger go anti "crypto" was rough.
surprised usdt on lightning wasn't covered. i know usdc has the regulatory momentum rn but @speedwallet 's wallet's usdt/lightning ux is quite good. they address the volatility and short term usd obligation point all on the ln network. we can have a convo about the tradeoffs re censorship resistance, but i think bitcoin builders can learn a lot from speed.


The Best Money For Agents
Spiral PM Mat Balez weighs the relative merits of stablecoins vs bitcoin for agentic payments and nudges us towards the more neutral option.



