The Solana AI trade is still early, but I think the next winners won’t just be random AI mascots.
I’m watching 3 categories:
agent wallets / identity
devtools / terminals
autonomous persona coins
The market will rotate from “AI ticker” to “AI infrastructure + culture.”
That’s where the asymmetry is.
The agentic economy is still in its infancy but moving fast
There are 230,000+ AI agents already deployed across chains
65%+ of all x402 transactions happen on @solana, despite EVM still having the larger registered agent base via ERC-8004
@saidinfra is the trust and reputation layer for these agents on Solana
The moat is the agent-to-agent communication piece that lets Said-verified agents on Solana talk to ERC-8004 agents on EVM, cross-chain
That interoperability is what keeps the entire ecosystem inside their stack
Daemon now ships with a built-in wallet adapter.
When you build or scaffold a product in Daemon, wallet connection comes ready by default.
We’re highlighting @solflare as the recommended option because Solflare is Solana-only by design: external signing, non-custodial flow, and a wallet experience built for this ecosystem.
Better defaults for Solana builders.
My Thesis:
$AgentLayer
Bitcoin gave us digital money.
Ethereum gave us programmable money.
AgentLayer is building programmable finance for autonomous agents.
Recent releases:
• Solana + EVM wallets
• x402 payments
• Native ETH swaps
• Local vault signing
• Agent payment infrastructure
The market is obsessed with AI intelligence.
The bigger opportunity may be the financial infrastructure every future agent depends on.
AGENTLAYER JUST PLUGGED CODEX INTO THE ONCHAIN ECONOMY 🤯
@agentlayer_ai is bringing wallets, DeFi, and machine-native payments directly into Codex.
Inside Codex, agents can now:
- Use a multichain wallet
- Access Solana, EVM, and Bitcoin
- Run DeFi directly from the agent framework
- Discover and pay for services through x402
- Swap and bridge assets across chains
Through x402, agents can autonomously purchase capabilities like:
- Web data extraction
- Image generation
- Speech-to-text
- OCR
- Browser automation
- LinkedIn intelligence
→ Pay per request → No subscriptions → No manual checkout flows
AgentLayer is turning Codex from a coding environment into an economic environment for AI agents.
@TradingTerminal@CoinComms Lucky Spins: get FREE spins & rewards from your trading volume
This has to be a joke! Who wants to keep buying rugpulls ands scams? To get a free spin! What a reward!
https://t.co/Ow0qffvuCv offers nothing for Holders we get it the platform is driven off of volume.
We're partnering with @IdleProtocol to power how SAID agents get work done.
When a SAID agent needs to execute, fetch, scrape, pull data, it runs on IDLE.
Here's how it works 🧵