🥛 Coinbase and OKX go all-in on AI 🤖

GM. This is Milk Road, the crypto newsletter that feels like finding blue-chip tokens in a wallet you’d forgotten you even had.

Here’s what we’ve got for you today:

✍️ Two big ‘Crypto x AI’ moves.
🎙️ The Milk Road Show: He SOLD 50% of His Crypto Portfolio… What Does He Know?
🍪 Hyperliquid just added credit card and bank transfer deposits.

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TWO BIG ‘CRYPTO X AI’ MOVES FROM COINBASE AND OKX 🤖

This is basically the Crypto x AI space right now:

Source: @__Kirua

We've talked a lot about AI agents evolving from chatbots into things that actually do stuff. Book flights. Execute trades. Move money around without waiting for a human to click "confirm".

You already know that. It's been the story of the last few months.

But here's what's shifted:

We're past the "will this happen?" phase. Now it's a race to build the plumbing.

(The payment rails. The operating systems. The infrastructure that lets these agents actually function in the wild.)

And this week, two big pieces of that puzzle came closer into view.

First up, this:

Source: @MilkRoad

If you're not familiar with just how big Cloudflare is - they host roughly 20% of the internet.

(And if you really need to feel it to believe it - just wait for the next time that Cloudflare goes down and all your favorite apps go dark.)

Point is: this is a BIG potential distribution play for Coinbase.

And before you ask “why give AI agents stablecoins and not just regular old credit cards?” - as we covered recently, it all comes down to the small stuff.

For normal, everyday purchases, agents will probably use credit cards linked to their human owner's identity. That works fine for booking a hotel or ordering groceries.

But AI agents are also going to want to run tons of tiny, sub-cent transactions - we’re talking fractions of a penny. A credit card fee of 2.9% plus 30 cents makes the whole thing pointless.

(Like paying $5 shipping on a $3 item.)

Stablecoins fix that.

So it's going to be a mix of both. Cards for the big stuff, crypto for the small stuff.

And Coinbase is positioning itself right at the center of that crypto layer.

Now, a payment rail is great. But agents also need a way to actually operate onchain (meaning: interact with crypto networks directly) without a human babysitting every move.

Which brings us to the second piece of news…

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TWO BIG ‘CRYPTO X AI’ MOVES FROM COINBASE AND OKX (P2) 🤖

OKX (one of the world's largest crypto exchanges) recently launched what they're calling an "Onchain OS".

Source: @okx

It’s basically an operating system that lets AI agents drive on crypto's highways without needing a human in the passenger seat.

What can agents do with it?

Run trading strategies on autopilot while you sleep.
Spot price differences across markets and jump on them faster than any human could.
Monitor your positions and top up collateral before you get liquidated (aka the "save me from myself" feature).

And here's the sneaky important part:

It lets agents send stablecoin payments on OKX's ‘X Layer’ network with zero gas fees.

That's a big deal.

Because even if stablecoins crater the cost of fees compared to credit cards by more than 95%... fees still add friction.

And if you can remove that last ~5% of friction? You’ve got an edge baby.

The takeaway to all of this?

When two of the biggest exchanges in the world go all-in on agent infrastructure, it tells you something about where the industry thinks this is heading.

And that’s towards a future where agents operate 24/7 online & onchain, making our lives easier, more efficient, and (hopefully) richer.

It’s beautiful, no?

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Praying for the 1%: Apparently Senate Republicans are 99% agreed on stablecoin yield negotiations.

Huge! The largest asset manager in Europe just launched a tokenized money market fund with Chainlink.

Silky smooth: Hyperliquid just added credit card and bank transfer deposits.

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