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Anne Lisa
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just processed a $10M NVIDIA on-chain redemption in minutes, with near-zero slippage.
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Anne Lisa
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$XRP spot ETFs have recorded inflows every single day since launch. Consistent demand.
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China is printing money aggressively. The U.S. is getting closer to QE again. Liquidity is coming back whether people like it or not Bullish
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REMINDER šØ šŗšø U.S. CPI & Core CPI drop today ⢠CPI expected: 3.1% ⢠Core CPI expected: 3.0% This data can move markets fast. Stay alert.
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šØ BREAKING Odds of a BOJ rate hike tomorrow are now at 98.3%. Markets have largely priced this in ā the real reaction will come from guidance.
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Kiteās āstate-channel micropaymentsā is the part most people sleep on Most people think agent payments are just āsend a transaction.ā Thatās not the real problem. The real problem is speed and cost when agents do tiny payments all day long. If an AI agent has to pay for data, pay for a tool, pay for an API call, and settle every single time on-chain, it becomes slow and expensive fast. Kiteās approach is interesting because it leans into off-chain style payment rails with on-chain security, so agents can do micropayments with very low latency and near-zero cost, while the chain still provides final trust. Thatās the direction you need if you believe agents will do thousands of small paid actions daily. This is how I see the progress so far: Kite isnāt just writing āAIā in the brand. Itās actually shaping the base layer around agent behavior. Real-time interactions, bounded permissions, and payment rails that donāt collapse under micro-transaction spam is a real design choice, not marketing. ā Agents need sub-second settlement feel, not āwait for confirmationsā every time ā Micropayments need to be cheap enough that $0.01 actions make sense ā The chain still needs to be the judge when disputes happen, so you donāt need trust in any middleman What makes this feel like real progress is Binance Research calling out the exact pieces Kite is building: three-layer identity, programmable rules users set, and state-channel payment rails for fast micropayments. Thatās not vague talk, itās a pretty defined architecture. If Kite pulls this off on mainnet with real usage, it becomes one of those projects that looks boring at first, then suddenly you realize itās under a lot of agent commerce flows. Thatās how infrastructure wins. Quietly. Then everywhere. ā Iām watching for: more live agent apps, paid agent tools, and proof these rails hold under load ā Because in an agent economy, payments are not a feature. Payments are the whole game. $KITE @KITE AI #KITE
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