YashasEdu

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Love to read and write on DeFi and AI | Building @PrismHub_io | Thoughts are my own

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We're more "connected" than any generation: ✓ 500+ social media friends ✓ Instant global communication ✓ Video calls across nations We're more lonely than any generation: ✗ 61% report serious loneliness ✗ Fewer close friendships ✗ Less community involvement ✗ Epidemic of isolation Society is rich in contacts but poor in connection.

YashasEdu

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I wrote about my concerns on x402 in early November. Now V2 just dropped a few days ago and it fixed almost everything I was concerned about. So here's what has changed🧵 The major problem I thought V1 had was every single API call needed a full payment. I mean it works for one-off requests, but terrible for AI agents that need to make thousands of calls. The latency was killing it as the fees were stacked up. It was theoretically cool but practically broken for real agent workflows. V2 introduced wallet based session access i.e you prove wallet ownership once, then get reusable sessions without paying onchain for every request. This alone makes high frequency agent workflows actually sensible. But there's more... ‣ Multichain + fiat in one protocol ‣ Include dynamic routing as agents discover services + compare pricing + choose the cheapest option automatically ‣ Extensions that inject custom logic at transaction points (conditional payments, failure recovery) ‣ Services expose pricing and endpoints that agents can query and compare autonomously V1 did 100M+ transactions in 6 months. What changes with V2 is the entire use case. V1 was a payment protocol. V2 is infra for agent economies. Agents can now... ➣ Establish persistent relationships with services via sessions ➣ Discover services and compare pricing autonomously through metadata ➣ Operate across chains and legacy rails without custom integration logic ➣ Execute high-frequency workflows that were economically impossible before The session feature solved the scalability bottleneck. The discovery feature will lead true AI commerce. I was skeptical a month ago but now the core architectural flaw got addressed, IMO V2 will scale this further.

YashasEdu

stablecoin chains, insights on early liquidity vs sustained activity @Plasma launched as an L1 optimized for stablecoin usage, with zero-fee USDT transfers and a payments-first design. Initial traction was strong tbh, but within five days, tvl reached ~$14B, placing the plasma chain among the top 10 chains by size. stablecoin market cap peaked around ~$6B, w/ USDT accounting for roughly 80% of supply. At launch, capital formation clearly outpaced most new L1s something became obvious as momentum did not persist initial user activity declined, on-chain metrics followed. tvl has since retraced to ~$7.8B, roughly 45% below peak levels, while stablecoin market cap contracted more, down ~70% Current throughput sits near 9TPS, well below established stablecoin settlement networks like @trondao, which processes >300TPS under similar use cases The token market also reflected the same compression. $XPL reached a ~$3B market cap shortly after launch, imo maybe was accompanied by the aggressive distribution and large airdrop where users that only deposited just 1$ got over $10k Overtime, uncertainty around ecosystem allocation and capital deployment coincided with sustained sell pressure. XPL now trades at roughly ~$300M in mc, around ~90% from its peak comparably dynamics are emerging across other stablecoin-focused L1s @stable reached ~$800M tvl shortly after mainnet, but currently processes ~0.2 tps. Its token market cap sits near XPL levels, following a ~20% decline within the first day of trading @arc remains in public testnet, with mainnet planned for 2026 and potential token issuance still unconfirmed @tempo, backed by stripe and paradigm, raised $500M at a $5B valuation and launched a public testnet with institutional participation, but remains pre production Across these networks, early liquidity aggregation has been easier to achieve than sustained transactional demand. Capital inflows have consistently preceded durable usage. imo, stablecoin native chains are currently optimized for launch-phase liquidity rather than long-term settlement intensity. whether upcoming networks convert early capital into persistent transaction throughput remains an open variable.

Had an argument with my brother yesterday about something stupid over the call. I knew I was right and had all the facts and could've proven it. But I saw his face getting tense as the conversation turned cold. So I just stopped and let it go and didn't prove my point. He relaxed and we moved on. That's when I realised that some truths matter while some don't. If someone's hurting themselves/others, yeah, speak up. Even if it damages things temporarily. Some truths need to be said. But most arguments are not about truth. They're about ego... - Was I right about that small thing? Yes - Would proving it have changed anything important? No Remember sometimes being right costs you nothing. You can have both the truth + the relationship. But when you have to choose ask yourself if this truth is worth the distance it creates. Most times, it isn't. Save your being right energy for things that actually matter. Let the rest go.