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Yuki
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@Yukiiiiiya

Yuki

@Yukiiiiiya
Money is changing. Who moves money is changing too. 观察 AI、Payment、Future Money 如何共同重构未来金融 #AgenticPayment #AI #Fintech stablehunter.com · yukiyuki.ai
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stablehunter.com
Joined February 2023
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  • @Yukiiiiiya
    Yuki
    @Yukiiiiiya
    20h
    Open USD 不是 USDC 杀手,它是 Stripe 从支付 API 公司走向 money movement network 的信号——真正争的不是结账入口,而是机器交易的结算层。谁组织结算资产、分发网络和经济分配,谁就握住下一代资金网络的入口。 stablehunter.substack.com/p/open-usd-isn… #AgenticPayment
    stablehunter.substack.com
    Open USD Isn't a USDC Killer. It's Stripe Reaching for the Money Layer.
    Five months ago I wrote that Stripe is the AWS of finance, and I ended with a line: money will run on Stripe.
  • @Yukiiiiiya
    Yuki
    @Yukiiiiiya
    22h
    Signal of the day: Shintai Labs baked x402 pricing into service calls — agents can now weigh capability, expected value, and cost at routing time. Why it matters: payment stops being an after-the-fact settlement and becomes an input to the agent's own decision-making.
  • @Yukiiiiiya
    Yuki
    @Yukiiiiiya
    22h
    价格一旦成为选路参数,agent 的每次调用都隐含一次交易决策。结算层会快速收敛成基础设施,真正的定价权在那些能把自己的服务做成 agent 必选默认路由的人手里。 安全会是第一个被重新定价的品类。CYRE Guardian 让 agent
  • @Yukiiiiiya
    Yuki
    @Yukiiiiiya
    22h
    Agentic Payment Signal #11 Shintai Labs 把 x402 的价格直接写进服务调用:agent 在选路时能同时比较能力、预期价值和成本,决定这一次调用值不值得付。 这一步比「agent 能付钱」更关键。付钱只是把结算跑通,选路是把价格变成 agent
  • @Yukiiiiiya
    Yuki
    @Yukiiiiiya
    Aug 30
    海外聊 agentic payment,默认 agent 有一个自己的钱包、一笔自己的余额。中国用户没这个概念,钱在一个账户里,授权给谁扣、扣多少、什么时候停,平台说了算。 这不只是钱包和超级 App 的产品差别,是两种信任模型。西方默认用户自己兜底,agent