Oneshot: Tempo Mainnet, Agentic Payments, and SEC Crypto Rulemaking | Roundup

Key Takeaways

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  Macro instability and private credit risks - Geopolitical tensions in the Middle East are driving oil volatility while the rapid growth of BDCs introduces potential liquidity traps in the private lending sector.

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  Regulatory friction remains a headwind - The SEC's ongoing crypto rulemaking continues to create friction for the industry, even as market participants push for more defined operational frameworks.

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  The arrival of the agentic economy - Tempo's mainnet launch marks a critical step for autonomous AI agent payments, supported by the sustained demand for GPU compute and foundational AI model growth.

Episode Description

This week, Michael and Vance sat down to discuss the macro impact of Middle East tensions on oil and markets, the SEC's crypto asset rulemaking, private credit liquidity risks, Tempo's mainnet launch, the agentic payments landscape, and the sustained growth trajectory of AI foundational models and GPU compute demand. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: ⁠http://bit.ly/4aytFti⁠ Subscribe on Apple: ⁠https://bit.ly/4aJwHen⁠ Subscribe on Spotify: ⁠https://bit.ly/4rZkkSt⁠ —- Timestamps (00:00) Introduction (00:47) Macro Outlook (09:12) SEC Crypto Rulemaking (12:57) State of the Market (23:42) Impact of BDCs (29:02) Tempo & Agentic Payments (37:54) Intersection of Crypto & AI —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.