The Agentic Economy Thesis in 6 Minutes
(full content at AgenticEconomyTreatise.com)

Jul 29, 2026 · 8:30 PM UTC

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Replying to @jerallaire
@jerallaire Here is an essay I published on the Agent-to-Agent Economy provenonce.ai/a2a
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Replying to @jerallaire
@jerallaire THE LETTER IS C . USDC .

x.com/USDC/status/20…
When it comes to stablecoins, there’s only one letter that matters.

Look for the C.
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Replying to @jerallaire
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Replying to @jerallaire
@jerallaire The combination lives at cryptovault.co.uk
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Replying to @jerallaire
@jerallaire This explains a lot , good to see it work smoothly
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Replying to @jerallaire
@jerallaire CRCL stock reach $300 soon! 😄 Every morning, I check the stock price with more excitement than checking the weather. Please keep growing USDC, expanding & making shareholders smile. I promise that when CRCL reaches $300, I’ll celebrate like Circle just landed on the moon! 🚀🌕
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Replying to @jerallaire
@jerallaire Jeremy in the midst of AI psychosis. USDC is not the future settlement layer, it’s bitcoin.
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Replying to @jerallaire
@jerallaire Скуф ебучий бабки верни мои с бриджа
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Replying to @jerallaire
@jerallaire Another 6-minute treatise trying to insert himself at the center of the next tech hype cycle.
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Replying to @jerallaire
@jerallaire ✅💯
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Replying to @jerallaire
@jerallaire will bridged usdc will be blacklisted ? we don't care about rest of your posts until you give an answer

millions of people's USDC are stuck on arc now
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Replying to @jerallaire
@jerallaire My supreme leader
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Replying to @jerallaire
@jerallaire An agent economy becomes real when the merchant interface catches up: scoped authority, payment receipts, delivery proof, and a recovery path should travel with the request—not sit outside it.
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Replying to @jerallaire
@jerallaire Building trusted launchpad on @arc.
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Replying to @jerallaire
@jerallaire Modern macro evolution occurs not as one invention, but as a convergence, notes @jerallaire.
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Replying to @jerallaire
@jerallaire Imagine launching a chain, letting people bridge in, then making users pay for your own mistakes.

Trust is gone.

Good luck rebuilding it.
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Replying to @jerallaire
@jerallaire Thanks for the explanation!
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Replying to @jerallaire
@jerallaire Always looking forward to updates on Project Tendren 🫡
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Replying to @jerallaire
@jerallaire Jeremy,are you still alive?look at your shit Circle
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Replying to @jerallaire
@jerallaire Thank you
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Replying to @jerallaire
@jerallaire the next economic super-cycle is being perfectly mapped out by @jerallaire.
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Replying to @jerallaire
@jerallaire At machine speed, velocity replaces leverage.

Thanks Jeremy for sharing 🖤.
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Replying to @jerallaire
@jerallaire Well explained
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Replying to @jerallaire
@jerallaire money that moves with speed of light
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Replying to @jerallaire
@jerallaire Fantastic work Ser, please note one thing you talk about but must be analyzed on a deeper level; billions of agents will require confidential TEEs, remote attestation, protected keys and verifiable GPU execution.
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Replying to @jerallaire
@jerallaire 💪💯
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Replying to @jerallaire
@jerallaire Thank you Jeremy.
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Replying to @jerallaire
@jerallaire 💯💎📊👌
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Replying to @jerallaire
@jerallaire The agentic economy is moving fast, and this breaks it down really well.
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