Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
0xJeff Profile picture
@0xJeff
Jun 25 • 1 tweets • 1 min read • Read on X
The first version of Agentic Commerce is here
​
> Avg x402 txn went up 5x in June to ~500k txns/day
> ↑ txns, same volume = avg txn size down to ~15 cents
> ↑ txns came from BlockRun which contributed 7M txns (out of total 10M in the last 30d)
> The highest demand use case = pay-per-use AI inference (multi-routing/per-use cost savings)
​
1st ver → access to cheap models inference for indie devs + power users

2nd ver → access to wide ranges of premium data & tools at fraction of the cost, w/o the need to manage APIs & signups

Reach out if you're building anything exciting in agentic commerce/paymentsImage

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with 0xJeff

0xJeff Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @0xJeff

0xJeff Profile picture
Apr 24, 2025
Trying to catchup on Bittensor? Don't start with the whitepaper

Start with the subnets — where the real action is.

Here are Top 13 you should know:
Disclaimer: Going to be covering ones that I find interesting & relatively easy to understand in this thread

This is not an exhaustive list of subnet to invest in. I'll share my thoughts on this later in my next Bittensor substack article

Let's dig in ↓

0/15
Rayon Labs

@rayon_labs is the #1 team on Bittensor that runs 3 subnets that own >1/3rd of the entire $TAO Emissions

- SN64 Chutes
- SN56 Gradients
- SN19 Nineteen

Rayon is seen as the most professional, best at execution, building publicly with frequent comms / updates

1/15 Image
Read 18 tweets
0xJeff Profile picture
Mar 3, 2025
AI Agent Landscape Feb'25

Covering the Top Market Leaders in each category ↓
Disclaimer: This is a simplified list that only includes top player(s) by Market Cap or by Relevancy. The list will change every month due to the volatility of the sector.

Many infra categories aren't included as I'll be mainly focusing on popular use cases in this list.

0/38
Distribution Network (Launchpad)

AI Agents need a strong distribution network to launch & showcase its use cases, and Launchpad offers the best distribution channel

3 major types of launchpad
- Generalized
- 3D Eco
- InvestmentDAO

1/38 Image
Read 41 tweets
0xJeff Profile picture
Feb 16, 2025
Top 8 Cookie DeFAI Hackathon Projects Image
My thoughts on @cookiedotfun DeFAI Hackathon

I didn't realize until later that projects with tokens were disqualified (even though many were highlighted on the Cookie DeFAI Hackathon dashboard).

Still, there were so many high-quality teams building unique products.

1/13
As you may have seen from the winner list, all of them were brand-new projects.

I’ll go through the most interesting ones—starting with those that got disqualified and working my way to the winners.

Let’s dive in ↓

2/13
Read 15 tweets
0xJeff Profile picture
Feb 13, 2025
Top 9 Things You Should Watch for This Week Image
1. @arcdotfun Launchpad

Arc Forge, launchpad built on top of @MeteoraAG DLLM and @JupiterExchange goes live today (Feb 13) at 9am EST

@askjimmy_ai, trading agent ecosystem as first flagship launch

2. @virtuals_io Solana Launch

Virtuals successfully landed on Solana with @HeyTracyAI as the first Solana flagship agent offering Sports Commentary & Analytics product

Virgens awaiting further comms from the team on what's coming next

Read 11 tweets
0xJeff Profile picture
Feb 4, 2025
AI Agents are bouncing back hard

Here’s a breakdown of the Top 6 strongest sectors leading the charge: Image
The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming

The fear is now suspended for 30 days after last min negotiations between the two US neighbors

1/14
On top of this, Trump has signed an executive order to establish a U.S. sovereign wealth fund (potentially signaling the diversification of investment into Crypto)

David Sacks is set to host a press conf on Feb 4, detailing the administrations' stance on Crypto & AI

2/14
Read 16 tweets
0xJeff Profile picture
Feb 1, 2025
The agent market has been bleeding for 3-4 weeks straight.

So.....What's next? 🧵 Image
Let's look at what has transpired in the past month

Total Market Cap went down from $21.5BN to $9.5BN, ~55.8% retracement across the board

Almost all of the agents retraced 20-90% during the last 30d making this the largest drawdown we've seen in the sector

1/15 Image
Solana & Base Total Agent Market Cap both declined at a similar rate of 58% since the start of Jan

The dominance gap between Solana & Base is getting smaller from $2.1BN to $900mn

The gap will continue to be shorter as @virtuals_io starts its expansion on Solana

2/15 Image
Read 17 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(