Reid Fletcher

Your AI agent can't open a bank account. No name, no ID, no signature. @catena_labs, from Circle co-founder @PsNeville, is building a bank for agents: $30M raised in May, preliminary OCC approval in September. You set the rules. Who controls the money ↓

Your API keys might be able to withdraw. @krakenfx just went live in ChatGPT read-only: balances, no trades, no transfers. As @arjunsethi put it, if an agent can move your money, the question is what the key can't do. Check yours ↓

6.9M BTC have their keys showing. Brian Armstrong ranked quantum above AI as crypto's long-term threat and called it "a matter of when, not if." The 6.9M estimate traces back to @projecteleven. @coinbase is upgrading custody now. See if you're exposed ↓

He graded his own predictions, in public. In 2018, roboticist @rodneyabrooks wrote down dated calls on robotaxis, EVs and AI, then scored himself every year. 26 accurate, 6 too optimistic. Waymo came 8 years early, with humans in the loop. See his receipts ↓

30 days. For 33 years. Since 1993, @JensenHuang has told himself @Nvidia is 30 days from going out of business. He still felt it this year, with Nvidia making $215.9B. Sega, CUDA’s silence, a recession bet: all in his own words. Why the fear never left ↓