Monthly Intelligence

The State of Agent Commerce

The first citable monthly report on what AI agents actually buy — built from live on-chain payment data. For the VCs, analysts, and funds underwriting the agent economy.

Subscribe — $299/mo →

First issue ships June 30, 2026.

Who it's for

Built for the people underwriting the agent economy.

Venture & growth investors

Underwrite agent-economy deals with real adoption data instead of narrative. Know which categories are concentrating and which are open before you write the check.

Research analysts & desks

A citable source for memos, notes, and client reports. Attribute to Paddock instead of guessing at a market with no standard data source.

Hedge funds & traders

Tie token activity to real underlying agent spend. Tell a genuine signal from a pump.

What's inside

Each monthly issue covers:

The Agent Commerce Index
A single readable measure of market concentration and health, tracked month over month.
Category analysis
Where agent spend is concentrating, which categories are open, who leads each.
Endpoint liveness
Who's listed versus who's actually transacting.
Protocol landscape
x402, Stripe MPP, Google AP2 adoption — and what it means.
Dark discovery
Services moving real volume that aren't in any registry yet.
How it's built

Every night since launch, Paddock snapshots every service, every wallet, every transaction across on-chain agent commerce. The report synthesizes that history into a structured monthly read. Methodology is transparent and consistent issue to issue. Citation-grade by design.

What you get

A subscription, not a one-off PDF.

  • Monthly report (PDF + live dashboard access)
  • The Agent Commerce Index, updated continuously
  • Citable data for memos, decks, articles, and research notes
  • Reader input — subscribers shape what each issue covers
Pricing
$299/mo

Full report, dashboard, citation rights.

Subscribe — $299/mo →

Enterprise — custom data feeds, methodology consultation, and team access from $2,000/mo. Contact us on X.

Read the agent economy before it's obvious.

Subscribe — $299/mo →

Questions? DM @breakthecubicle on X.

— Keep going

What to read next.

x402 market
What agents pay for.

Real transaction volume by category. Three sources merged into one live table.

See the market →
For the trader
Track agent tokens.

Live Virtuals leaderboard. ROI, volume, market cap. Sortable. Free.

See the leaderboard →