The Web3 + AI Daily: On Robinhood, Cloudflare, BNB Plus, and Grayscale

Robinhood gives all 29 million customers on its platform access to autonomous trading AI agents, and more.

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Hello, everyone, and welcome to all newly joined subscribers!

This is the 99th edition of The Web3 + AI Daily - your definitive guide to the intersection of blockchain and AI! Today's edition is packed with exciting news: Robinhood unveils in-app trading agents, Cloudflare opens Monetization Gateway beta, BNB Plus pivots to Web3 + AI infra, and Grayscale Investments hints that investors are starting to notice what blockchains could do for the agentic economy.

Thank you for being here! Let’s dive in.

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What’s Hot in Web3 + AI?

Robinhood Unveils In-App Trading Agents

At a recent event in Houston, Robinhood unveiled Robinhood Agents - in-app AI agents, powered by OpenAI and Anthropic, that can trade on a customer’s behalf. Thus, the company gives all 29 million customers on its platform access to autonomous trading AI agents, starting with eligible US customers.

Back in May, Robinhood opened its platform to external agents connecting through the Model Context Protocol (MCP), but those agents couldn’t transfer, stake, or lend digital assets.

This isn’t Robinhood’s first step into agentic trading. The company opened the door in May, letting customers plug in outside models like Claude, ChatGPT, Grok and Codex to research and rebalance portfolios inside a separate account. According to CoinDesk, more than 150,000 customers opened agentic accounts in the four months since, and those agents are now pulling data from Robinhood’s systems nearly 30 million times a day. That’s not a pilot program anymore. That’s real usage, at scale, months before this week’s expansion even started.

What’s new this week is broader access and a feature Robinhood calls Loops: standing instructions that let an agent monitor a theme, like AI stocks, and fire off trades automatically whenever the conditions the user set are met. No daily check-in required. The agent watches, decides, executes.

CEO Vlad Tenev announced a number of other new Robinhood features, describing them as “tools once reserved for hedge funds, big banks, and quant firms.” They include:

• 24/7 stock trading, including weekends, from early 2027, covering some US stocks - pending regulatory review.

• Crypto perpetual futures (derivatives contracts with no expiry date) covering Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Ripple (XRP), Dogecoin (DOGE), Cardano Foundation (ADA), Chainlink Labs (LINK), and Hyperliquid (HYPE) - for eligible US customers.

• “Corporate earnings prediction markets through Cboe Global Markets, letting users trade outcomes like revenue and EPS beats.”

Frank Chaparro 🇸🇬@fintechfrank

BIG news out of Robinhood’s HOOD Summit today. The brokerage is pushing hard toward a world where markets are always on and increasingly traded by AI: • 24/7 stock trading, including weekends, starting with select stocks and ETFs, pending regulatory review • Corporate …

11:47 PM · Sep 29, 2026 · 48K Views

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14 Replies · 9 Reposts · 156 Likes

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Cloudflare Monetization Gateway in Closed Beta

Cloudflare has launched a closed beta for eligible US sellers and buyers to test its Monetization Gateway - the engine that allows domain owners to charge agents for access to their website, APIs, MCP tools, or datasets. The gateway uses the x402 protocol and supports micropayments, as payments settle on Base in Circle‘s USDC stablecoin.

Payments must match an agent’s consumption unit: per request, per search query, per token. The popular payment rails of today are unable to support this. These payment rails assume that the buyer will accept high latency, will only transact in large dollar values, and that they are a well-known, or identifiable, entity to the seller. Agents desire the opposite: cheap, fast, and reliable payment rails that can safely scale with minimal human intervention.

The beta includes four customer use cases that are already in production:

• Cloudflare’s AI Gateway is a control plane and model marketplace that allows developers to access hundreds of AI models with a single API key.

• Ceramic.ai provides a web search API for agents, with fixed pay-per-search pricing and no need for an API key.

• Stocktwits offers stock signals to traders.

• API2PDF is a REST API that helps developers generate PDFs from HTML and Office documents.

Along with Monetization Gateway, Cloudflare also put another product in beta to remunerate the use of high-value content:

Pay Per Use, a separate product also in beta, compensates publishers when an AI company reports using their content after retrieval.

In August, I told you about the rollout of Cloudflare Wallets - a programmable wallet for agentic payments and another tool of Cloudflare’s Agents SDK.

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BNB Plus Pivots to Blockchain and AI Infra Builder

The digital asset treasury BNB Plus announced a strategic shift to an operating company building institutional-grade blockchain and agentic AI infrastructure. The company was previously focused on BNB Chain and native BNB yield derived from the Binance ecosystem.

BNB Plus plans to assemble a network deployment layer offering security, resilience, risk management and regulatory compliance for production use.

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Web3 + AI Readings & Conversations

Grayscale: Web3 + AI Outperforms Wider Crypto Market

A recent Grayscale Investments article argues that the Crypto x AI sector meaningfully outperformed its peers in September, gaining 54% versus 24% for the broader crypto market.

The AI crypto sector remains small, but recent outperformance suggests investors are beginning to price in the role blockchains could play as infrastructure for the emerging agent economy.

As key companies and tokens in the crypto’s AI-focused market segment, Grayscale highlights NEAR Protocol, Bittensor / Opentensor Foundation, Venice.ai, and World.

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Disclaimer: The content of this newsletter is provided for informational and educational purposes only. Nothing contained herein should be construed as financial advice or as a recommendation to buy, sell, or hold any of the companies or assets mentioned.

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