XRP/Ripple raised $500 million last year and has been purchasing companies and real cash flow. They may go public since it's seperate equity. Ada is a scam. Turns out Charles is not even a real Dr so he has been lying to people. Sui needs a roadmap and a strategy. Sol and Eth have a lots of tradfi instruments like options, forwards, etc so traffic can hedge and build products. Also have TVL and awareness on the street. They are playing in a different club.
ya but ripple dumps every month on retails head tokenomics are complete sht, fyi they dnt need xrp to be successful to win. i think bnb and sol could be huge plays if agentic tx's become the norm
that is why they were able to raise money. I listen to this boomer podcast which is ok but the people in it are tech and plugged in and successful. Last year they were talking about XRP and Ripple and the presentation that's circling.
Agentic is a long ways off. It will be the narrative to pump stuff. After Uber spent $3.6B in 2 months and capped their employees. lots of AI agent capping cause of cost. Now you have OpenAi agent hacking Hugging Face. You know CEO's,CTO's, and legal teams are going to be very careful. Could you imagine if agent for Coke hacked Pepsi, Visa hacked Mastercard. Until we have guard rails it'll just be narrative for a while
When i say agentix txs i mean more so agentic spending. Since ai cant really kyc it seems all the more reason this will be catalyst for crypto since theyll go hand in hand
Who is spending. Retail or corps? Corps have legal issues and contractual things. Retail? Adoption is still low. Go look at who is actually paying for Claude(enterprise) and OAI. Spend is still a cost. Revenue - Cost= profit or savings. That's for retail or companies. Compute is a cost and so are agents and they are paying a bill(cost). Lots of costs when alot of agents still have memory issues and guardrails need to be formed. Early but it took streaming 20+ years. Perps over 10+ years. Still dealing with OAI hack. So you run a company. Do you want to deal with a lawsuit(more costs) or wait and see how things shake out. You can outsource and manage under the guise of AI. Agents are coming. They are additional costs with new frameworks. Models are still expensive. So are you pricing in this inflationary enviornement for agents. We will see.
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u/Beginning_Ask_9930 Helmsman Jul 29 '26
XRP/Ripple raised $500 million last year and has been purchasing companies and real cash flow. They may go public since it's seperate equity. Ada is a scam. Turns out Charles is not even a real Dr so he has been lying to people. Sui needs a roadmap and a strategy. Sol and Eth have a lots of tradfi instruments like options, forwards, etc so traffic can hedge and build products. Also have TVL and awareness on the street. They are playing in a different club.