ESSAY-010 · MARKETS · 2026.03
March 10, 2026·The General Liquidity Team
Everything-as-a-Market
Why markets are evolving from places people visit into programmable endpoints that software and agents will increasingly consume directly.
Newsroom
Positions.
What we believe, staked in public. Every essay is a position we’ve taken on the agentic economy. On the record, ours to defend.
ESSAY-009 · MARKETS · 2026.03
March 8, 2026·The General Liquidity Team
DAOs in the Age of Software Abundance
Why collapsing software production costs make ownership, incentives, and organizational structure important again, and why DAOs may re-emerge as coordination systems rather than ideology.
ESSAY-008 · MARKETS · 2026.03
March 6, 2026·The General Liquidity Team
Agent Payments Won't Look Like Checkout
Why agent commerce will look less like consumer checkout and more like business coordination: locals instead of tourists, supplier relationships instead of one-off merchants, and programmable money instead of retail rails.
ESSAY-007 · STRATEGY · 2026.03
March 4, 2026·The General Liquidity Team
Banking After the Wallet
Why the next important crypto product may look less like a wallet or exchange and more like a coherent financial home built on stablecoins, programmable rails, and post-wallet user experience.
ESSAY-006 · MARKETS · 2026.03
March 1, 2026·The General Liquidity Team
User Ownership == Margin Capture
Why the economics of crypto and programmable finance are increasingly settling with the products that own the user relationship, the routing logic, and the control surface rather than the raw rails underneath.
ESSAY-005 · STRATEGY · 2026.02
February 28, 2026·The General Liquidity Team
Why Trading Comes First
Why Gordon starts with agentic trading across crypto and stocks, why markets are the right proving ground for delegated financial action, and why that wedge earns the right to expand later.
ESSAY-004 · MARKETS · 2026.02
February 26, 2026·The General Liquidity Team
The Agentic Buyer
Why agents will buy software, data, research, and execution services differently than humans, and what builders have to change if they want to sell to them.
ESSAY-003 · THESIS · 2026.02
February 10, 2026·The General Liquidity Team
The Seam Is the Moat: From DeFi to Neo Finance
Why the next important financial products will be built at the boundary between onchain and offchain systems, where trust, movement of money, and real user workflows actually break.
ESSAY-002 · THESIS · 2026.01
January 27, 2026·The General Liquidity Team
Crypto Was Built for Agents
Why crypto makes more sense as machine-native financial infrastructure than as a human-first consumer system, and why that raises the importance of the control layer rather than eliminating it.
ESSAY-001 · THESIS · 2026.01
January 20th, 2026·The General Liquidity Team
Why General Liquidity Exists: From Economic Participation to Economic Agency
Why General Liquidity exists. Programmable markets, machine-native rails, value moving up the stack, the seam between systems becoming the product surface, and why Gordon CLI starts with agentic trading across crypto and stocks.