Onchain markets • AI • research @schemacap

somewhere far away
The next one billion traders will be AI agents executing trades on behalf of humans the question to ask if your product or venue is well positioned to capture this flow
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coinbase now publishes which AI clients place agent orders grok went from 15.3% to 59.54% of agent volume in two weeks It didn't get smarter, It got a native integration agent flow goes wherever there's the least friction, and a venue can decide how much friction there is
I scored Hyperliquid, Kalshi, Polymarket, Lighter, Binance and Coinbase on how ready they are for traders that aren't human. Nobody has the full answer yet, but Hyperliquid and Kalshi are closest. Here is the full breakdown:
Article

Agents Are the New User Class. Most Venues Aren't Ready

In September, Coinbase's developer account started posting a number most venues have never shown anyone. It splits the notional volume on Coinbase for Agents by the AI client that placed each order.

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I scored Hyperliquid, Kalshi, Polymarket, Lighter, Binance and Coinbase on how ready they are for traders that aren't human. Nobody has the full answer yet, but Hyperliquid and Kalshi are closest. Here is the full breakdown:
Article

Agents Are the New User Class. Most Venues Aren't Ready

In September, Coinbase's developer account started posting a number most venues have never shown anyone. It splits the notional volume on Coinbase for Agents by the AI client that placed each order.

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If you keep working hard without seeing results, you are gonna get burnt I have experienced this firsthand and the burnout drains you mentally
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hello @solana @kash_bot is here the first social prediction market where anyone can create a market app.kash.bot
Made with AI
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umm what do you do for a living?
glacier dev you need a glacier marketer like me 🐐
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hiring me now is like hiring Kimchi back in 2024, btw
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some larps are not worth it tho and they make you look stupid I think what matters most is what you do with the attention you get from larping I know some people have been since the beginning of this year with nothing to show for it .... not a good way to live at all
he made over $40m after he started larping that you can literally larp your way up
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Baheet retweeted
Algo nerfed tf outta this tweet 😂
My project [@faradaydesk] got shortlisted for the bitget hackathon. S035.
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So Kimchi never made $40m from Trump, his actual profit was $6m still a huge win Imo
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S035
Pick the Hackathon S2 projects and win up to 2,000 USDT! 1. How to Vote - Click the link in the comments to explore the submitted projects - Comment with a project ID (e.g., SXXX) under this post - Before Oct 28 2. Voting Rewards - First person to correctly predict the winning project ID: 1,000 USDT - Last person to cast a vote in the comments before the deadline: 1,000 USDT - Rewards can be combined, with up to 2,000 USDT per person.
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Where is the next win coming from?
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Grokbot does this already
We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent. It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
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beautiful
Ascend is committing up to $250,000 to builders and creating a path for exceptional teams to earn directly from Ascend’s revenue. Introducing the Ascend Builder Incubator and Ascend Strategic Partner Program. Builders from every chain are welcome. DeFi protocols, memecoins, experiments with perps and outcome markets, AI products, consumer apps, and more. Come build and launch with Ascend. 1. Ascend Builder Incubator We’re allocating up to $250,000 in direct funding across selected incubator teams, with the potential to increase this commitment if we see an exceptional influx of high-quality projects. Builders will also receive KNTQ incentives through Ascend Points, hands-on development support, coordinated distribution, and targeted introductions to institutions, VCs, and ecosystem partners. They will also work with our new tokenomics and onchain growth specialist on token design, incentives, GTM strategy, and launch execution. His experience includes advising Pumpfun, Variational, and Monad as well as onchain projects reaching 9-figure valuations. Builders will also work directly with @tago_capital, a design, product, and development studio whose clients have collectively raised $80M in venture capital. Their team brings experience building with J.P. Morgan, Atlassian, the University of Oxford, Commonwealth Bank of Australia, Canva, Macquarie Bank, and Infinex. Qualifying projects can pursue Ascended status and ecosystem buybacks, HyperCore spot listings, and eligible HIP-3 perpetual markets facilitated by our partner @Kinetiq_xyz 2. Ascend Strategic Partner Program Exceptional incubator teams and leading Ascend projects can earn a long-term economic partnership with Ascend, receiving the full incubator package plus recurring allocations from a dedicated portion of Ascend’s revenue. We’ll select one inaugural Strategic Partner from the incubator, based on product quality and our conviction in the team’s ability to execute. Each partner’s revenue allocation is split: 75% paid directly to the project’s treasury for development, salaries, and growth. 25% toward automatic open-market buybacks of the project’s token, separate from existing ecosystem buybacks for which it qualifies. This gives selected teams another income stream from Ascend itself, extending beyond their own token’s trading activity. Direct treasury payments require no token sale, helping fund development and operations without relying entirely on creator fees or selling tokens. Builders gain an ongoing financial relationship with the platform they help grow. Allocations depend on eligible Ascend revenue actually received. Apply to the incubator: forms.gle/WaMxDAimH2RkdxrX8 Tag a builder or project you wanna see on Ascend. We’ll select some of our favorite nominations for Ascend NFT whitelist spots.
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It's not like there's room for degens on hyperliquid though
I love the Hyperliquid community because people like Kimchi & his fans don't exist here Degen crypto is truly retarded
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Baheet retweeted
Steph’s 18th season with the Dubs starts now 🏀 Tonight’s slate has some serious matchups: - Warriors vs Lakers - Rockets vs Mavericks - Timberwolves vs Heat Every matchup has a story. Every read is a chance to make your move. Who are you backing tonight?
Stephen Curry
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apparently, there’s something called payment orchestration, and it explains an interesting part of the payments business. you’ve probably noticed how many payment providers, card networks, bank transfer solutions, and local payment methods exist today. but why are there so many? well, businesses actually need different ways to collect money from their customers, and the thing is no single provider necessarily offers everything they need across every market. one of these providers might offer good card coverage, another might support local payment methods… while another could work better for a particular market or transaction. so businesses sometimes need to work with multiple providers. the problem now is that - managing all those integrations separately can get complicated. that’s where payment orchestration comes in. it’s kinda like a coordination layer… it helps businesses connect to and manage multiple payment providers through one system. depending on the platform, it can also help route payments, handle certain fallback scenarios, and monitor transactions across providers. the cool part to me actually is that the customer might just see a simple payment screen. but behind that one screen, there could be several systems working together to make the payment happen. and as businesses expand into more markets and support more ways to pay, coordinating all those moving parts becomes increasingly important. there’s a lot more happening behind a simple “pay now” button than most of us realise. just learnt it no… found it really interesting, so i thought to share with y’all.
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Baheet retweeted
Introducing @velocityosxyz It trades for you while you sleep, based on charts, social sentiments, market trends and stuff you dont have to care about Just put some money in and let Velocity create wealth for you Join the waitlist 👉 velocityos.xyz
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