@renatov.eth
Thoughs on Web4
$2.2b - 100% crypto on May 5.
The same $2.2b - A16z frontier on Oct 22.
The money did not move.
Read Dixon's letter for what stayed:
- stablecoins
- programmable rails
- machine to machine transactions
- networks built for machines.
Everything that stayed is money.
- Web3 was own.
- Web4 is act, the actor is not you.
- Web4 is the internet where the counterparty is a machine with a budget.
What money looks like when the user is a AI agent
✅ The primitive is a budget, not a wallet.
An agent needs a unit that does not move while the task runs and a rule that reserves the cost before the call. Stablecoins win by default.
https://x.com/Rencrypta/status/2113583341295243313?s=20