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Today on “The Intelligence”: the persistent confusion surrounding a potential Iran deal, agentic AI comes to China’s superapps, and how to solve the great ski-resort grouse mystery
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Also on the daily podcast: agentic AI comes to China’s superapps and solving the great ski-resort grouse mystery
Growing up in China, then moving to the States, I get asked about Superapps constantly by international friends. It sounds grand and obvious. My answer is always the same: it's not that easy! Every superapp starts as one genuinely indispensable app. Let’s use WeChat as an example: 2011: Messaging (core chat) 2012: Moments (social timeline) 2013: WeChat Pay (payments) 2014: Red Packets (红包), arguably the single most important product moment in WeChat's history. Launched during Chinese New Year, it went viral overnight and onboarded hundreds of millions of users onto WeChat Pay in weeks. Tencent later called it a "Pearl Harbor attack" on Alibaba's Alipay dominance. 2015: WeChat Pay expanded into offline retail broadly. 2016: Enterprise WeChat 2017: Mini Programs, which allowed third-party apps to run natively inside WeChat without users downloading anything. 2020: Channels (short video, direct response to Douyin/TikTok's dominance.) 2022+: Deeper Channels integration, live commerce, search ambitions It's the heaviest app on my phone and i'm forever grateful that it exists so i can send silly photos to my parents when I was roaming around the world. Never forget that building the initial core product sets the foundation for everything that comes after
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During #BinanceOnline#, CZ shared his insights and He said: “You may think a stablecoin is just a simple stablecoin, but it is actually financial access for millions of people in different parts of the world.” My POV: @cz_binance always makes every detail count🫡 If you know what #BNB# stands for in full, you already understand the message behind this background🔶💛 Build N Build is the mission🔶 #SuperApp# #CZ#
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This Week in the Virtuals Ecosystem 🟩 VIRTUALS 🟩 $VIRTUAL spot trading is live on @HyperliquidX 🟩 $VIRTUAL is coming to @coinbase 🟩 Korea's first @base Agent Hackathon took place this week in Seoul with support from @daehan_base. Builders shipping with ACP and x402 all day. 🟩 Degenclaw AI trading competition pot upped to $200,000 a week. 🟩 Prediction markets prototype with unified liquidity is live at 🟩 Co-founder @everythingempty joined The Breakdown to discuss whether AI can actually trade crypto, Degen Claw results, and why specialization wins. ECOSYSTEM 🟩 @OpenGradient launches on Titan with our first deployment on @PancakeSwap as an avenue for liquidity bootstrapping. $OPG airdrop for Virtuals holders and buyers. 🟩 @reppo secured $20M in strategic capital from Bolts Capital to expand its prediction market-powered AI data network. $REPPO listed on Kraken. 🟩 @sibylcap integrated @AskVenice into their stack. Bulk extraction, classification and summarization now route to cost-efficient models while Claude handles judgment, voice and advisory. 🟩 @ArAIstotle dropped a simplified staking structure with lower entry points and same 5%+ APY. Truth Terminal access included or subscribe from $7.99/month. 🟩 @FlagshipFYI released a teaser for their SuperApp launching April 29. The app delivers real-time AI-generated trading signals across any token and any chain, with one-tap execution and live P&L tracking. Currently in private beta for $FYI holders. 🟩 @Vader_AI_ launched model infrastructure for Physical AI. It connects protocol-sourced physical data with robotics-specific training pipelines and evaluation environments so partners can train and validate embodied models at scale. 🟩 @useOttoAI upgraded "Suggest A Trade" big time. Now generates ideas across crypto perps, US stock perps (TSLA, NVDA, AAPL and more), and commodity perps (Gold, Oil, NatGas) on Hyperliquid, with news-reactive short-term plays and one-click execution. Agents keep shipping. See you next week.
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Three products killed in seven days. That's the number that tells you where OpenAI actually is right now. Monday: Instant Checkout scrapped. Only 12 Shopify merchants ever went live. Walmart said conversion rates inside ChatGPT were 3x lower than on their own site. Six months of "agentic commerce" produced almost nothing. Tuesday: Sora shut down entirely. Disney's $1 billion investment collapsed before any money changed hands. Their teams were working on Sora projects Monday evening and got blindsided by the announcement 30 minutes later. Downloads had already fallen 32% month over month by December. Thursday: Erotic chatbot shelved indefinitely. Internally called "Citron mode." They couldn't train models that previously avoided explicit content to reliably exclude illegal behavior. A senior employee quit over it. Their age-verification system has a 10%+ error rate. Now look at the financials behind these decisions. OpenAI hit $25 billion in annualized revenue in February. They're projecting $14 billion in losses for 2026 and $17 billion in cash burn. The IPO is targeting Q4 2026 at an $840 billion valuation. They need to file an S-1 in months. Every one of these killed products was a liability on that S-1. E-commerce checkout with no tax compliance infrastructure. A video app burning compute with falling downloads. An adult chatbot while the FTC is investigating AI harm to minors and Meta just got hit with $375 million in a child exploitation case. This is what pre-IPO cleanup looks like at $840 billion. You kill everything that creates a headline risk, consolidate into a "superapp" that combines ChatGPT, Codex, and Atlas, and pray the coding market is big enough to justify 65x revenue. The Pentagon contract was the tell. OpenAI rushed a $200 million defense deal the same day Anthropic got blacklisted, admitted it was sloppy, then spent a week rewriting the terms. That's a company optimizing for one thing: making the investor deck look inevitable before the roadshow starts.
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The "Web app" standard for the Agentic Web/OS has arrived. It is essentially the open standardization of the third-party app/plugin ecosystem found in ChatGPT. It consists of Skills and MCP, with MCP covering standards such as MCP Apps and MCP-UI, which allow third-party apps to embed GenUI-based interactive interfaces directly into the main Agentic Web/OS interface. WebMCP is about "embedding Tools within UI," while Agent Plugins / MCP Apps are about "optionally embedding UI within Tools." The core of this kind of "app" ecosystem are Tools, rather than any specific UI representation, such as cards, icon + Activity, or windows. AppFunctions / AppIntents / AppActions on Android, iOS, and Windows, like WebMCP, also belong to the "embedding Tools within UI" model. The current CLI ecosystems around Coding Agents such as Codex and Claude Code are effectively local "native app" ecosystems: apps have to be pre-packaged, downloaded, and installed, and users cannot realistically install too many of them. By contrast, Agent Plugins / MCP Apps can be regarded as a kind of "Web app" ecosystem, because their core functionality is retrieved from the Web on demand. Skills, like manifest-style files such as mcp.json, are lightweight distributions of code with declared metadata, somewhat like HTML: they can be discovered, loaded, activated, and used on demand, in a process analogous to HTML rendering but much more intelligent. This creates an opportunity to extend existing Web standards, which are centered around the distribution of UI resources. Instead of RESTful HTTP exposing only a limited set of actions over resources, the Web could expose a vast long tail of Tools that AI can discover and understand, and that can optionally embed UI. A general-purpose Agent capable of discovering, loading, and running Agent Plugins / MCP Apps on demand would be equivalent to "the browser + Google" of the desktop Internet era. If such an Agent becomes a super app, it could easily abstract away the operating system and become the single dominant super app for most user scenarios, much like the desktop Internet era, rather than the mobile Internet era with many parallel super apps. So such an Agent will naturally tend to integrate into the entire OS and even the hardware itself, much like IE vs. Netscape. That is also why Google, OpenAI, and even ByteDance are determined to build consumer electronics hardware products.
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Crypto 24-Hour Key Highlights 1. Bitcoin climbed back toward $64,000 after the latest US inflation data showed the biggest slowdown in six years, easing rate hike fears and sparking a modest market recovery. Cool CPI numbers gave bulls some breathing room amid ongoing geopolitical tensions. 2. The US government transferred $288 million in seized crypto assets to Coinbase Prime, keeping markets buzzing about potential future sales (or lack thereof) and reinforcing institutional custody trends. 3. Regulatory momentum builds: Trump expressed support for UK stablecoin collaboration, while the CLARITY Act faces mixed Senate reactions. Meanwhile, the US and UK are aligning on tokenized finance and stablecoin rules, signaling clearer paths ahead for adoption. 4. Binance is positioning itself as a crypto “super app,” expanding beyond trading into payments and financial services as stablecoins continue reshaping the industry’s growth strategy. 5. Institutional activity remains strong with Avalanche securing a massive $11B RWA deal and ongoing ETF inflows returning after a brief pause, even as some banks like Mizuho adjust their outlook on players like Circle. 💡 If this inspired you, feel free to: ❤️ Like | 💬 Comment | 🔄 Repost 🙏 Thank you for reading! Welcome to check in! Still holding BTC long trade 币圈新闻24小时重要摘要 1. 比特币重返64,000美元附近,美国最新通胀数据录得六年来最大降幅,缓解了加息担忧,让市场小幅回暖。尽管地缘政治紧张仍在,但凉爽的CPI数据给多头带来喘息空间。 2. 美国政府将2.88亿美元扣押的加密资产转移至Coinbase Prime,此举引发市场对未来是否出售的讨论,也凸显机构托管趋势的加强。 3. 监管动态升温:特朗普支持英美稳定币合作,CLARITY法案在参议院引发不同声音。同时,美英两国正就代币化金融和稳定币规则协调,为行业采用铺平道路。 4. Binance致力于打造加密“超级应用”,从交易扩展到支付和金融服务,稳定币正重塑行业增长模式。 5. 机构动作不断:Avalanche拿下110亿美元RWA大单,ETF资金流入回暖;尽管部分银行调整对Circle等玩家的展望,但整体机构兴趣依然强劲。 💡如果这条激励到你,欢迎❤️点赞 | 💬留言 | 🔄转发 🙏 感谢阅读! 欢迎来打卡! 依然坚定的持有比特币多单
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9 years of @binance tomorrow. Not an easy year for the industry, but the bright spots are real. Crypto is becoming part of global financial infrastructure. Binance has evolved into a multi-asset platform, and the vision is clear: build the financial super app for the world. 323 million users today. 3 billion is the goal. The work continues.
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Why choose one market... ...when you can access them all in one place? Welcome to the Financial Super App. 🫡
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