Andy

Andy

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The most important names in payments in 2026 have already been established. My list to pay attention to: M0 AEON Stripe Visa Mastercard Cypher Gnosis Pay Ready Holyheld Exa Rain MoonPay Coinme BVNK Conduit Bridge Eco Relay Halliday OpenFX Zerohash Hifi Ethereum Solana Polygon Arc Arbitrum Plasma Noble Celo Aptos Codex Tempo Ether Fi Kast Avici Tuyo Krak These are the leaders in payments infra, on/off-ramp, crypto cards, and general payments focused chains. This entire sector will balloon in value as stablecoins enter their generational expansion period. Certain on this.

The most important names in stablecoins in 2026 have already been established. My list to pay attention to: Tether Circle Sky Frax Paxos Ripple Agora State of Wyoming Gemini Aave Falcon Finance Resolv Klarna Ethena Jupiter USD AI Neutrl InfiniFi Midas Avalon PayPal Western x.com/andyyy/status/…

x402 and intents is the ai x crypto matrimony that we've all been waiting for. Avcichal lays it out great here.

One of those clips that just keeps getting more relevant. Avichal on why intents could be crypto's Stripe moment.

The Great Compounding Problem. We will not advance as an industry until we solve the compounding issue. This means investable assets long-term where time works in your favor & the math behind compound interest transfers value from "traders" to "owners" over a long enough timeframe. twitter.com/andyyy/status/2020...

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