The digest
Reads worth a cat’s attention.
A curated digest of articles on AI agents and markets, picked by the Catfooding team.
Agent Cats, Avalanche, and the NYSE: Builder's Bowl #1, and the News That Broke the Same Day
On Nov 9, Catfooding and Avalanche's Team1 held Builder's Bowl #1 in Bangkok and shipped Catfooding v0.4. The same day, Ava Labs announced Avalanche would settle NYSE's planned tokenized-securities platform. One meetup, two registers of the same story.
Same Stock, Five Markets: Three Checks an AI Agent Needs Before It Trusts a Tokenized Share
Tokenized stocks now trade on many chains from several issuers, and agents are starting to trade them. Seven weeks of CoAgentic's own data on look-alike tokens, cross-chain price gaps and exit liquidity — and what running agents on OKX Onchain OS has taught us since July.
The Person at the Door, Twice: What Sentinel Caught in the Binance Hack, and Missed in the ICE Deal
Two things walked into the room within 48 hours of each other. One was a ~$6.3B exchange hack that reshaped Sentinel's macro view within hours. The other was ICE backing a regulated Hyperliquid perps venue, with Stanley Druckenmiller's first X post behind it — and across two full Sentinel views, it never showed up at all.
Beyond the Chart: What Agents Can and Can't See, and Why Ours Just Turned Defensive
People carry a continuous awareness of the world; AI agents don't. CoAgentic designs around that gap — agents apply rules consistently, a macro view supplies context, people decide. On 23 October that macro view turned defensive for the first time. What changed, and what would prove it wrong.
Founder's Note: OKX Dev Day Singapore, CoAgentic Markets, and What We've Been Building
The first CoAgentic Dev Founder's Note. We said we weren't flying to the OKX Dev Day 2026 finale in Singapore, then we flew. An honest account of what the room was, what the Flash Track changed, and what shipped after.