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Don't remind me again today

Thesis


- Payments x chain abstraction merge next cycle; users demand self-custody, instant UX, real cards
- Agents transact soon; need programmable rails that auto-route, auto-repay

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@useTria is shipping the self-custodial neobank: Visa in 150+ countries, gasless cross-chain swaps via BestPath, yields across 1,000+ assets that can auto-repay your card balance. 30K users, $40m routed, 75% DAU, $15m ARR. Community sale on the Nozomi track (Legion) is ~30x oversubscribed with two FDV lanes ($100m 30% unlock, $200m 60% unlock) and a 2m cliff + 6m vest. Real fees today from swaps + card txns, zkKYC in prod

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Why it matters
• Stablecoins move ~$1T/mo → programmable spend + AI routing compress fees 20 50%
• $TRIA utility: fee discounts, staking boosts, agent settlement, buyback-burn from revenue

Watch next: BestPath paper, premium metal card (6% cashback), AI Agent SDK, MENA go-to-market via Saakuru. Own the rails, skip the bridges #Web3 #DeFi #AI
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