IT'S TIME TO GIVE THE ROBOTS MONEY

Summary from the TLDR Crypto newsletter

Agentic payments are emerging as an investable vertical, with traditional payment rails blocked by KYC/AML barriers forcing AI agents toward alternative infrastructure. The market is bifurcating between crypto-native solutions (Coinbase x402) and corporate approaches (Google AP2, Mastercard Agent Pay, Shopify UCP, Stripe, and Visa). There are around 100 AI-first startups exceeding $100M ARR with stablecoins on L2s like Base serving as settlement rails.