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Good morning, founders. The internet's business model is getting its biggest overhaul since the dot-com boom, and it's happening at the intersection of AI agents, crypto payments, and enterprise software. Meanwhile, geopolitical tensions are sending shockwaves through global markets and supply chains.

In today's briefing

  • 1.AI agents reshape internet commerce
  • 2.Payment protocol battle intensifies
  • 3.Oil crisis disrupts global markets
  • ⚡Quick hits on other news
Latest Developments
🔥 Synthesized from 2 sources

💳Cloudflare Holds the Cards in AI Payment Protocol War

The Rundown: Cloudflare sits at the center of a brewing standards battle between Coinbase's x402 and Stripe's Machine Payments Protocol for AI agent transactions.

The details:

  • ●Cloudflare has not yet named an issuer for its NET Dollar stablecoin, making the Coinbase vs Stripe partnership the real prize
  • ●Stripe launched MPP alongside Tempo mainnet, and Cloudflare immediately released an MPP proxy despite existing x402 partnership
  • ●SEC and CFTC jointly released landmark crypto taxonomy guidance formally classifying major crypto assets under federal securities law
  • ●TradeXYZ secured official S&P 500 license to launch first sanctioned on-chain perpetual futures contract on Hyperliquid
Why it matters: The winner of this payment protocol war will control the infrastructure layer for the entire AI-driven economy. With Cloudflare processing 20% of all web traffic, their choice of payment partner could determine whether crypto or traditional fintech dominates machine-to-machine commerce.

Sources: Bankless +1 other

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Everything else in the news today

California jury found Elon Musk intentionally misled Twitter shareholders during 2022 acquisition, with potential $2.6B in damages→
Microsoft is overhauling Windows 11 by reducing Copilot bloat and enabling movable taskbars after user backlash→
ETH ETFs now hold 5.1% of total ETH supply as institutional adoption accelerates→
Mastercard is acquiring BVNK and Polymarket acquired Brahma in crypto-fintech consolidation wave→
m0xt sold 50% of his portfolio citing geopolitical risks, cutting ETH, SOL while keeping revenue-generating plays→
Waymo is delivering 400k+ rides per week as autonomous vehicle market targets $40-50B by 2030→
OP_NET launched native DeFi stack on Bitcoin mainnet with smart contracts in standard Bitcoin transactions→
CBS News eliminated its 99-year-old radio division and cut ~6% of staff under new editor-in-chief Bari Weiss→
OpenSea delayed its SEA token launch for the second time with no new timeline provided→
Pinterest CEO calls for social media ban for users under 16 amid growing regulatory pressure→
SpaceX continues dominating US military and NASA launch contracts with cost advantages→
For AI agent products, hire FDEs before CSMs as deployment remains the primary bottleneck→
Google using AI to rewrite news headlines, raising concerns about editorial independence→
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