Jay Yu 🐟
@0xfishylosopher
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research & investments @panteracapital | ex-pres @StanfordCrypto | alum @StanfordPHIL
San Francisco, CA
Joined May 2022
How can you buy a fridge with an AI agent? With @Ryan__Barney, I trace the history of "HTTP 402 - Payment Required": its lost promise as the Internet's payment code, its revival in the era of agentic payments by @Coinbase's x402, @BitGPTnetwork h402, and @radiustech_xyz EVMAuth,
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Maybe I’m just a contrarian but I think it makes a ton of sense to be bullish on crypto-native applications/products here. Don’t really understand the bull case for all these projects that are pivoting to “bringing TradFi/institutions onchain.” Not saying that I don’t think
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Promises made, promises kept @0xCryptoSam
well challenge accepted ser I have a 12hr flight coming up 😤
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i read + annotated the entire 300+ page Messari 2026 thesis on a long-haul flight so you didn’t have to… my thoughts + takeaways: > the entire thing took me about 3hrs to cover back to back (better than expected). My 3 fav essays were “crypto money”, “tradfi x crypto”, and
We are so back! The Messari Theses for 2026 is live and available for free. Jump into the full report now ⬇️
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well challenge accepted ser I have a 12hr flight coming up 😤
Oh, you're whining about 400 min reads? 6.5 hours is too long for your little tiktok ig reels youtube shorts attention span? You need daddy Zuck to split the screen and put subway surfers on to keep you engaged? GROW UP. I NEVER SAID THIS SHIT WAS GONNA BE EASY. If you can't
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woooo go team 🔥🔥
The inaugural Stateful podcast is live. @masonnystrom sits down with @Veradittakit and @FranklinBi to unpack why crypto venture deal count dropped 50% while fundraising hit $34B – and what that flight to quality means for the next cycle. Plus hot recent takes on DATs, payment
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To summarize the @coinbase announcements, they're fully leaning into the neobank roadmap. - Equity spot trading + perps - Direct deposits - HYSA's + USDC lending rates - A2A payments - AI financial advisor - Borrow against BTC + ETH, planning to expand to more assets Pretty
A new era of Coinbase starts now. — Exciting product announcements — Key business updates — Lots of other cool stuff https://t.co/hMAIm3DfqT
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One takeaway from the Circle $AXL acquisition: tokenholder rights matter more than many investors realize. Tokens don’t always come with the same protections as equity. In this case, the team and IP were acquired, while tokenholders received no direct benefit. Alignment between
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tokenized gold volumes (XAUT, PAXG) TVL have quietly risen by 3x over the past year, from combined 1B to 3B today. both tokens are in top 50 coins at 46 and 47 respectively, making them rank higher, competitive with top 6 stablecoin vols. tokenized gold is a trend to watch out
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everyone’s asking if agentic commerce is really here so I spent a few weeks onchain, trying to find out whether the data supported this story in this piece, we’ll talk abt: -what's happening onchain (the data!) -what's real -interesting use cases we're seeing turns out the
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Looks like I wasn’t the only one thinking about DoorDash x Agentic Commerce 👀
Today, we’re excited to launch Zesty, a new food discovery app to help you find the best local places. Powered by AI to help you search how you want and ask questions like a concierge; and aggregating info across DoorDash, Google Maps, TikTok, etc. to curate the best suggestions
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Update: DoorDash just announced this today. Incredibly cool stuff, looks like we were on to something:
Today, we’re excited to launch Zesty, a new food discovery app to help you find the best local places. Powered by AI to help you search how you want and ask questions like a concierge; and aggregating info across DoorDash, Google Maps, TikTok, etc. to curate the best suggestions
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Why did Pantera invest into Surf? Our host @thatdegenvc interviews @0xfishylosopher from @PanteraCapital to understand his stance on agentic commerce, crypto x ai, and the future of Surf. Timestamps: 0:00 Intro 1:08 Why did Pantera invest in Surf? 4:16 Consumer vs
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my response to tee FUD:
@thatdegenvc "most TEE attacks require you to physically rizz up the RAM"
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full @SurfAI podcast with @thatdegenvc is OUT!! some of my favorite timestamps: > why surf? - 05:56 > neobanks spiel - 08:00 > distribution & "revenue meta" - 13:26 > crypto ai + x402 - 15:24 > ai agents trading - 20:52 > trusted AIs + TEEs - 23:36 > state of crypto vc - 27:10 >
Why did Pantera invest into Surf? Our host @thatdegenvc interviews @0xfishylosopher from @PanteraCapital to understand his stance on agentic commerce, crypto x ai, and the future of Surf. Timestamps: 0:00 Intro 1:08 Why did Pantera invest in Surf? 4:16 Consumer vs
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more evidence for why the app meta is here to stay. Solana TVL, chain revenue, app revenue from defilama:
Crypto obsesses over L1s, but revenue tells a different story. Phantom did ~$10m+ in the last 30 days. Solana L1 did ~$3m in the same window. Blockspace is infrastructure. Apps capture users, fees, and distribution. Execution is where value accrues.
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