Good morning & happy Wednesday! Today, we're breaking down JPMorgan Chase's decision to block outside AI agents like Meta's Muse from Chase accounts to see why the ban protects $2.7 trillion in cheap deposits but still leaks (what the block actually stops & what slips past it, what JPMorgan's own Smart Cash agent says about the bank's real motive here, and what to watch next + bonus deep dives into Revolut building its own AI agent & How to Hire a Grok Bot: Your First AI Employee inside), and diving into Stripe bringing its Privy wallets to the XRP Ledger to see what it tells us about who will own the wallet layer of agentic finance (what actually ships today vs. what was announced, how Stripe squares being 'blockchain agnostic' with pushing its own Tempo chain & OUSD stablecoin, & what to watch next + bonus deep dive into Stripe, and a16z's State of Markets 2026: The AI Playbook for Founders and Investors inside). So let's just jump straight into the interesting stuff '' Following...
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