This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
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OpenAI and Google Join Growing Coalition for Open-Weight AI as Elon Musk Endorses Jensen Huang’s Call for American AI Leadership
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x402 payments are starting to flow on Algorand.
With instant, deterministic finality and low, predictable fees, @Algorand is built for high-frequency micropayments, AI agents, and agentic commerce.
And this is only the beginning. https://t.co/HzFEjtQyIU
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COINBASE: CROWDFUNDINSIDER: Coinbase Enables Businesses to Accept Payments from AI Agents
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meme7/23meme
quote: Yup https://x.com/cb_doge/status/2080349950005875112 | 🚨 Elon Musk on DOGE:
"I think the goal of DOGE was to try to do something about the deficit, which is massive, where the interest payments exceed the amount of money spent on the Department of War. Like basically, if you add up all the money spent on on what is now the Department of War and the and intelligence in the US, that is smaller than the interest payments on the debt.
So we need to sort of take a close look at spending and make sure that money is being spent in sensible ways and that it is not wasted or spent on fraudulent activities. And I got a lot of flack from this for this, obviously. But the people don't understand just how simple it was for the DOGE team to approve payments.
If we literally we were just asked to have the contact information of the recipients or some evidence that say money was going to its intended purpose. But over and over that we were told we need to wire money for some sort of important cause in Africa. And we're like, OK, but the wiring wiring instructions are to Deloitte and Touche in D.C., in Washington, D.C., not to Africa. So we would like to send the money to Africa. Can you please connect us with the recipients so we can send them the money directly? And then we get silence."
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COINBASE: Building For Every Side of the Agentic Economy
Last month, agentic traffic surpassed human traffic on our Base documentation pages for the first time. We believe agents are going to become the main way we access and navigate the internet across the board. This includes agents becoming the most active participants in the digital economy, operating on behalf of people 24/7, at a scale no human ever could. But the internet’s previous financial infrastructure was built with one assumption: a human clicking the button. Businesses aren’t set up for selling to agents. Developers have to stitch together their own financial infrastructure from scratch just to give an agent a payment flow. And people need safe ways to give agents access to real-time financial tools without giving up control. Until recently, the tools for the agentic economy existed in pieces - but no one had built the whole thing. Coinbase is shipping three updates for every side of this emerging economy: Businesses accepting payments from agents People putting agents to work Developers building products and services for agents Here’s what’s new ↓
For Businesses: Agentic Payments Acceptance via Coinbase Business Beginning this week, Coinbase Business users will be able to accept USDC payments from AI agents. Powered by Coinbase Payments infrastructure, the experience includes native support for x402, an open payment standard designed for internet-native, pay-per-use transactions. That means businesses can accept agent-driven payments without building a separate payment flow from scratch. With Coinbase Business, businesses can: Accept USDC payments from agents Manage, reconcile, and cash out agent payments. All in one account. Earn 3.35% in rewards on idle USDC balance¹ Receive payments without chargeback risk² As more activity moves from human-operated browsers to autonomous software, businesses need a way to serve both. Coinbase Business is being built for that future.
For People: Coinbase for Agents, New Trading Views Last month we introduced Coinbase for Agents, our MCP/CLI that lets people connect AI agents to Coinbase. Now, we’re adding real-time market views and conditional actions, all within guardrails set by the user. New commands include: orders list --watch: Streams your agent’s open and active orders in real time, showing status, price, and size so you can supervise every move. products book [BTC-USD]: For any asset, reveals current bids and asks, depth, and liquidity so your agent can gauge market depth before trading. products ticker [ETH-USD] --watch: For any asset, follow real-time price and volume updates for ETH-USD to spot trends at a glance. --until: Sets a price or condition that, when met, triggers a pre-set action, like a buy, sell or cancel. Lets you automate entry points while keeping control over when actions execute. These put agentic trading at your fingertips, with your agent getting real-time market data and executing on conditions you define. Tell it what you want in plain English - “Dump everything if BTC drops below $50k,� “Cancel my open order if it hasn't filled in an hour� - and it watches the market and executes for you. The same WebSocket data that powers institutional desks is now accessible through natural language. Coinbase for Agents lets anyone put their AI to work financially - closing the gap between research and action, and all within guardrails you control.
For Developers: Add agent payments in three lines of code with CDP x402 SDK Thanks to the new x402 SDK from Coinbase Developer Platform, builders can now add x402 payment acceptance to any API, MCP server, or web service in 3 lines of code.
The CDP x402 SDK is Coinbase's opinionated version of the open-source x402 standard, pre-wired with infrastructure and recommended extensions. Before this, sellers had to manually configure their middleware, select infra providers, and bolt on extensions themselves. This SDK removes all of that: it’s production-ready right out of the box. This is great for developers who want to make their product or service payable by AI agents, without having to become an x402 expert first. If you’re building an agent, it’s also never been easier to get it set up with a wallet and spend controls using the CDP SDK’s managed wallet and policy engine.
A financial system for humans and agents AI agents are already researching, trading, paying and operating across the internet. But it’s still early. They’ll also need infrastructure designed for how they work. Coinbase is building the full stack for all of it: the rails, the accounts, the tools. This week is three more steps toward a financial system that works for humans and agents alike.
Legal stuff: ¹Coinbase does not intend for the reward-bearing products described herein to constitute a securities offering, and purchasing these products is not the same as investing in a securities offering. As a Coinbase Business customer, you are automatically opted in to USDC rewards when holding USDC. If you’d like to opt out or learn more about rewards, you can click here. The USDC Rewards rates can vary depending on your region and ongoing experimentation. Please check the list of eligible regions here. Customers will be able to see the latest applicable rates directly within their accounts. ²Coinbase is not a party to transactions between you and your customers and is not responsible for any goods and/or services you provide to your customers.
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Twitter7/23news
Building For Every Side of the Agentic Economy
Last month, agentic traffic surpassed human traffic on our Base documentation pages for the first time. We believe agents are going to become the main way we access and navigate the internet across the board. This includes agents becoming the most active participants in the digital economy, operating on behalf of people 24/7, at a scale no human ever could. But the internet’s previous financial infrastructure was built with one assumption: a human clicking the button. Businesses aren’t set up for selling to agents. Developers have to stitch together their own financial infrastructure from scratch just to give an agent a payment flow. And people need safe ways to give agents access to real-time financial tools without giving up control. Until recently, the tools for the agentic economy existed in pieces - but no one had built the whole thing. Coinbase is shipping three updates for every side of this emerging economy: Businesses accepting payments from agents People putting agents to work Developers building products and services for agents Here’s what’s new ↓
For Businesses: Agentic Payments Acceptance via Coinbase Business Beginning this week, Coinbase Business users will be able to accept USDC payments from AI agents. Powered by Coinbase Payments infrastructure, the experience includes native support for x402, an open payment standard designed for internet-native, pay-per-use transactions. That means businesses can accept agent-driven payments without building a separate payment flow from scratch. With Coinbase Business, businesses can: Accept USDC payments from agents Manage, reconcile, and cash out agent payments. All in one account. Earn 3.35% in rewards on idle USDC balance¹ Receive payments without chargeback risk² As more activity moves from human-operated browsers to autonomous software, businesses need a way to serve both. Coinbase Business is being built for that future.
For People: Coinbase for Agents, New Trading Views Last month we introduced Coinbase for Agents, our MCP/CLI that lets people connect AI agents to Coinbase. Now, we’re adding real-time market views and conditional actions, all within guardrails set by the user. New commands include: orders list --watch: Streams your agent’s open and active orders in real time, showing status, price, and size so you can supervise every move. products book [BTC-USD]: For any asset, reveals current bids and asks, depth, and liquidity so your agent can gauge market depth before trading. products ticker [ETH-USD] --watch: For any asset, follow real-time price and volume updates for ETH-USD to spot trends at a glance. --until: Sets a price or condition that, when met, triggers a pre-set action, like a buy, sell or cancel. Lets you automate entry points while keeping control over when actions execute. These put agentic trading at your fingertips, with your agent getting real-time market data and executing on conditions you define. Tell it what you want in plain English - “Dump everything if BTC drops below $50k,� “Cancel my open order if it hasn't filled in an hour� - and it watches the market and executes for you. The same WebSocket data that powers institutional desks is now accessible through natural language. Coinbase for Agents lets anyone put their AI to work financially - closing the gap between research and action, and all within guardrails you control.
For Developers: Add agent payments in three lines of code with CDP x402 SDK Thanks to the new x402 SDK from Coinbase Developer Platform, builders can now add x402 payment acceptance to any API, MCP server, or web service in 3 lines of code.
The CDP x402 SDK is Coinbase's opinionated version of the open-source x402 standard, pre-wired with infrastructure and recommended extensions. Before this, sellers had to manually configure their middleware, select infra providers, and bolt on extensions themselves. This SDK removes all of that: it’s production-ready right out of the box. This is great for developers who want to make their product or service payable by AI agents, without having to become an x402 expert first. If you’re building an agent, it’s also never been easier to get it set up with a wallet and spend controls using the CDP SDK’s managed wallet and policy engine.
A financial system for humans and agents AI agents are already researching, trading, paying and operating across the internet. But it’s still early. They’ll also need infrastructure designed for how they work. Coinbase is building the full stack for all of it: the rails, the accounts, the tools. This week is three more steps toward a financial system that works for humans and agents alike.
Legal stuff: ¹Coinbase does not intend for the reward-bearing products described herein to constitute a securities offering, and purchasing these products is not the same as investing in a securities offering. As a Coinbase Business customer, you are automatically opted in to USDC rewards when holding USDC. If you’d like to opt out or learn more about rewards, you can click here. The USDC Rewards rates can vary depending on your region and ongoing experimentation. Please check the list of eligible regions here. Customers will be able to see the latest applicable rates directly within their accounts. ²Coinbase is not a party to transactions between you and your customers and is not responsible for any goods and/or services you provide to your customers.
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COINBASE: Coinbase calls AI payments its 'most high-conviction bet' as businesses begin accepting agent payments
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The Block7/23news
Coinbase calls AI payments its 'most high-conviction bet' as businesses begin accepting agent payments
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Anchorage CEO says tokenized deposits are the most underestimated area in crypto today
This is an article based on a Talking Tokens podcast interview. To get the full Talking Tokens episode, subscribe to our Newsletter or check it out on Spotify, Apple Podcasts or YouTube. It’s only been a year since the GENIUS Act was passed, and the stablecoin market cap has nearly doubled to north of $300 billion. For @Anchorage Digital’s CEO and co-founder Nathan McCauley (@nathanmccauley), and its head of policy Kevin Wysocki (@KevWysocki), that number represents more of a starting line than a milestone. “When we get [the Clarity Act] across the finish line, it's gonna lead to more capital in this space and more growth and more projects," Wysocki said on @StrataMedia_'s @_TalkingTokens podcast. Armed with a federal charter since 2021, Anchorage has been able to observe crypto’s growing appeal for institutions longer than most of its kind. And its nature as a national trust bank proved a staunch source of credibility with the kinds of institutions now racing to build strategies around stablecoins and tokenization. Still, both McCauley and Wysocki feel the sheer pace of change is what best characterizes the past year. "What we're seeing right now is an absolute acceleration," McCauley said. "When America sets the standards, a lot of other countries fall in line," Wysocki added. "And that's what we've seen when we've talked to other central banks around the world." Today, as asset managers launch new crypto ETFs or tokenizing existing funds, large banks and financial institutions are building products around stablecoins, tokenized deposits, and real-world assets. "There were more [proof of concepts] than funds tokenized onchain for about half a decade," McCauley said. "You can really experiment as much as you want, but it's not true innovation until it's in production. We're now in a moment that matters." One of the clearest examples of the ongoing shift is money transfer giant Western Union, which is working with Anchorage to upgrade its remittance infrastructure around a new digital dollar. This means people around the world who receive remittances will be able to hold on to a dollar-backed stablecoin instead of converting it immediately to their local currency - a product that effectively doubles as a US dollar storage. It's an old use case being upgraded with new infrastructure, McCauley noted, which is the kind of proof point he thinks will open the floodgates for the next wave of entrants. McCauley’s framework for who (and what) comes next predicts three waves. Initially, first movers like @Tether will continue to lead in market share and provide GENIUS-compliant stablecoins. The second wave would be financial companies like fintechs, remittance platforms and banks, which are building stablecoin rails into their core infrastructure. The third wave, still in its early days, would be Fortune 500 companies and major tech platforms that realize their embedded ecosystems are a natural fit for stablecoin-based transactions. However, one area that McCauley feels is most underestimated by the broader market is tokenized deposits. “I think probably the biggest delta right now [...] are the discussions around tokenized deposits,� McCauley said. “The tokenized deposit idea is accelerating very rapidly and is on every bank's mind.� In theory, this involves banks taking their own deposit base, putting it onchain, and circulating it with the same properties as a digital asset with instant, global access and programmability. "[Banks] can imagine using the tokenized deposit for internal accounting, internal transparency, even settling with international counterparties instantly," he said. "If I do tokenized deposits, I know I can improve the cost basis of my own operations - that's the first level of it being compelling." Anchorage is building infrastructure for both sides of this potential market. The firm has so far issued five stablecoins, added settlement, trading and tokenized deposit capabilities to its custody business, and is positioning itself as the infrastructure layer for institutions entering the space. Looking forward, McCauley is most excited about agentic banking. While the technology’s near term use cases are modest, with AI agents having spending limits, handling basic transactions, automating recurring payments and so on, he believes eventually more agent-to-agent payments will be settled over stablecoins. McCauley's analog for what comes next is Ransom Olds, the creator of the Oldsmobile, who spent years campaigning for cities to build roads because he had a great car and nowhere to take it. He argues stablecoins are the car. The roads are the 5,000 U.S. banks, the fintechs, the global payment networks, the settlement systems, and the dispute resolution infrastructure that all need to be built and integrated before the full vision is realized. "That's gonna be decades of work, decades of innovation," he said. "In a real sense, it's always gonna be day one in stablecoin land." Today’s episode is sponsored by Anchorage Digital, America's first federally chartered digital asset bank and provider of regulated stablecoin issuance. To find out more, visit anchorage.com.
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Tesla CEO Musk Says Micron Provided a Very Significant Allocation of Memory Chips on Reasonable Terms
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Market-aware agent starter pack:
├── token search ├── current quotes ├── market rankings ├── DEX pair pricing ├── its own wallet ├── x402 payments └── significantly less setup
All possible on BNB Agent Studio 👇 https://www.bnbchain.org/en/blog/build-ai-agents-on-bnb-agent-studio-that-can-access-and-pay-for-coinmarketcap-data-via-binance-pays-b402