Themes

The problems behind the deck. Two focus areas, then everything else.

Focus

Digital assets

Stablecoins, tokens, agentic payments.

Stablecoins are about to be everywhere, and regulated.

Crypto is becoming the payment method for AI.

x402 just went mainstream: Cloudflare turned pay-per-request into a switch.

Agent-to-agent payments are hard to set up and need a consumer version.

Wallets are still painfully unfriendly.

The Fixer Endpoint open opportunity

Programmable money exists, but normal people cannot program it.

Cross-border rails are being built by firms that need crypto but do not get it (e.g. pawapay).

open opportunity

Emerging markets need crypto as rails, not speculation.

open opportunity

Focus

AI and agents

The agent economy has not started yet.

Agents reach people as chatbots, not generative UI, and are barely proactive.

Agents have no identity, and no way to prove they are not human.

KYA

Nobody can control or account for the agents they run.

The valuable data is not in any API; only agents that scrape and research reach it.

AI cannot be trusted without showing its working, or its cost.

Secondary

Everything else

Social media makes people anxious and performative.

Money makes people anxious, so they avoid it.

Behaviour change needs skin in the game, not another dashboard.

The news keeps you scrolling; there is no calm way to keep up or react.

Connecting is slow and exposes you: your number, an app to install.

Proof you are real, in a web full of fakes.

Dead venue screens, and brands wanting to live where people already are.

A family space for the person the apps left behind.

Kin

Lenses, how to choose

Meta vs weirdly private. Ride the rails vs build the rail. Works today vs bet on arrival. Consumer-viral vs B2B-infra. Timing: the agent economy has not started.