crypto-payments
The Agents Are Getting Wallets
Three companies, $GOOGL, OpenAI, and Circle, announced this week that they are building shared infrastructure for agentic payments. At almost the same moment, market analysts started warning that SpaceX and OpenAI going public could signal a top. Most people read those as two separate stories. They are the same one, and reading them together changes…
When the Agent Gets a Wallet
Brian Armstrong posted something quietly significant last week. Google’s new Agentic Payments Protocol, AP2, runs on x402, a stablecoin rail Coinbase helped build, and Armstrong framed the combination as a new level unlocked for AI agents. The post read as a celebration. What it actually announced was structural: an AI agent can now hold funds,…