According to @LexSokolin, Shopify is advancing agentic commerce as CEO Tobi Lutke announced the Universal Commerce Protocol (UCP), co-developed with Google, is now live. Source: https://twitter.com/LexSokolin/status/2010449573580308550 https://x.com/tobi/status/2010372642843599064 UCP is open by default so platforms and agents can transact with any merchant, with major retailers already using it. Source: https://x.com/tobi/status/2010372642843599064 Agents can handle the full funnel from discovery to fulfillment and support discounts, subscriptions, and loyalty programs, covering all types of commerce. Source: https://x.com/tobi/status/2010372642843599064 For trading relevance, the confirmed live rollout and retailer usage provide concrete adoption signals to track across Shopify and Google’s AI-agent commerce footprint. Source: https://twitter.com/LexSokolin/status/2010449573580308550 https://x.com/tobi/status/2010372642843599064 The announcement does not mention crypto or blockchain integrations, which is material for crypto traders evaluating potential payment rail linkages. Source: https://x.com/tobi/status/2010372642843599064

According to @StockMKTNewz, Google GOOGL is partnering with Shopify SHOP, Etsy ETSY, Wayfair W, Target TGT, and Walmart WMT to launch the Universal Commerce Protocol for AI shopping agents, as confirmed by Sundar Pichai on X; source: @StockMKTNewz on X; source: Sundar Pichai on X. Pichai stated UCP is a new open standard enabling agents and systems to interoperate across every step of the shopping journey, and that it will power native checkout so users can buy directly on AI Mode and the Gemini app, with rollout described as coming soon; source: Sundar Pichai on X. The announcement specifically names Shopify, Etsy, Wayfair, Target, and Walmart as partners and does not mention cryptocurrencies, blockchain, or on-chain payments; source: Sundar Pichai on X. For traders, near-term catalysts are the public release of UCP and the activation of native checkout on AI Mode and the Gemini app referenced by Pichai; source: Sundar Pichai on X. Crypto market impact is unspecified in the announcement, with no digital asset integration details provided; source: Sundar Pichai on X.

According to @sundarpichai, the Universal Commerce Protocol (UCP) was announced with Shopify, Etsy, Wayfair, Target, and Walmart as an open standard for AI agents and commerce systems to interoperate across every step of the shopping journey. Source: Sundar Pichai on X, Jan 11, 2026. According to @sundarpichai, UCP will soon power native checkout so users can buy directly within AI Mode and the Gemini app. Source: Sundar Pichai on X, Jan 11, 2026. The post includes no mention of cryptocurrency, blockchain, BTC, ETH, or stablecoin support, indicating no stated digital-asset integration in this announcement. Source: Sundar Pichai on X, Jan 11, 2026. For trading context, focus is on the named partners and the timing of the UCP-powered native checkout rollout as the next disclosed milestone. Source: Sundar Pichai on X, Jan 11, 2026.