Naturally Artificial by Sergey Osipov
Naturally Artificial by Sergey Osipov
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Crypto at the bottom: stablecoins, tokenization, AI agents

Naturally Artificial by Sergey Osipov

Hi, I’m Sergey Osipov (@s_osipov) 🦄 Unicorn co-founder. Investor 🎙️ Host of Naturally Artificial founder-to-founder talks in the AI era 💡 Join for unfiltered startup wisdom! #AI #Startup #RollUps #Founders #Investing #Tech

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stablecoinstokenizationai agents

Crypto is at the bottom now. Capital moves to AI. Investors, devs, analysts convinced it's over. Most L1 tokens are dying. Bitcoin and Ethereum haven't hit the floor yet. Funeral? Wrong reaction

3 areas are growing:

  • Stablecoins. Already processing huge transaction volumes, still treated as a niche instrument
  • Tokenization. We're at the very start of a long trend. Most real-world assets will end up trading on-chain — faster, cheaper, no middlemen. The GENIUS Act is in the Senate right now
  • AI agent payments. Millions of agents will need to pay for things, APIs, compute, each other. Crypto is the only infrastructure that fits here. This market is essentially at zero. CoinDesk ran a piece on it just last week: "the real multi-trillion-dollar future of crypto is building infrastructure for machines"

Disillusionment is a signal to buy

What are you watching?👇

#Stablecoins #Tokenization #GENIUSAct #AIAgents #CryptoMarket

Discussion

Zakhar Shlimakov
That was my bet from the very beginning!
Alexandru Moraru
This made me think about a small open-source C project I’ve been working on around deterministic agent routing and lightweight 256-bit matching. The idea is basically to help a system choose the most suitable tool, service, or execution path before it does anything more expensive or irreversible. I’m still early with it, but agent payments feel like one of those areas where routing, identity, matching, and clear fallback behaviour will matter a lot. Curious if anyone here is working on that side of agent infrastructure. I’ll leave the repo here in case it sparks any ideas: https://github.com/fireside25a-beep/deterministic_neuro_route_C
👌1
Andreas
I'll buy the common denominator for all 3, at a agreat price $ETH 🤝 😁
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