I’m not participating in the $BAIBY launch and this is why.
Let me explain using a metric I now swear by: PPR (Points-to-Profit Ratio)
In @virtuals_io Genesis launches, you pledge Points + $VIRTUAL to get early token allocations.
Most people chase hype.
But I chase PPR.
🧵
OpenClaw roundup (Feb 10th, 2026)
No fluff "lobster Clanker" roundup to get you up to speed over the past 24 hours:
- @openclaw update goes live including Grok integration and context overflow remediation work
- @steipete shows OpenClaw flipping N8N in Github Stars
- @austingriffith built @clawdbotatg a multi-agent system and spent the weekend shipping 50 apps
- 'SimpleClaw' hit $17k MRR to help easy setup of openclaw agents; he's asking $2.25m for the acquisition of the business
- @pmarca follows @KellyClaudeAI who continues to submit its products to app stores; an autonomous app generation machine; token price up 40%
- @ilblackdragon reveals Near is working on a security-focused version of OpenClaw; "IronClaw" (Rust-based, all tools run in isolated WASM environment)
- @bankrbot's new launchpad goes live, replacing Clanker launchpad meaning greater fee capture. h/t @0xDeployer + watch @tulipking video:
"Bankr is the stripe for [agentic] crypto wallets"
- ERC-8004 goes live on @avax and @Optimism, enhancing reputation and identity systems on EVM compatible chains
- @Kimi_Moonshot becomes the number 1 most used model for OpenClaw
- @vargastartup hired OpenClaw to watch TikTok 24/7; it watches 100 videos a minute and is now identifying trends for him
- @aidotcom reveals hundreds of thousands of users for their agentic product from the SuperBowl commercial; rumours of OpenClaw alignment
- @nansen_ai API usage hits all time high; driver? Clawdbots
- @BNBCHAIN reveals $100k is up for grabs for developing OpenClaw solutions on BNB
- @moltxio launches $15k bounty program for the most viral posts on X
- @near_ai announces community 'Claw' showcase in San Fran for tomorrow
- @bread_ adds PR request for Bankr wallet app to MegaETH chain support, days after highlighting the importance of making MegaETH a heavily AI focused chain
- @clawdiabotAI reveals Nouns style auction for "Anons" (agentic nouns); starting bid 0.01 ETH, 4 sold and Anon treasury now at 0.3 ETH
- @owocki (Gitcoin) security setback prompts reflection on how this new frontier feels like - "wild and raw"; a reminder to ensure your device is secure while experimenting
- @lordOfAFew highlights xGate[dot]run; a discovery layer for AI agents (ERC-8004) and x402-enabled services. 7 Chains, 34k agents with 2k searches indexed
- @frankdegods x-search-skill hits 500 stars in < 4 days; a quick turnaround following X revamping their APIs
- @shawmakesmagic reveals openclaw plugin ecosystem with 200+ options, tested and verified by the Eliza team
- @yubrew (BitSec) highlights several OpenClaw vulnerabilities with associated fixes; worth reading the article
- @coledermo releases @PayWithLocus; agents can hire anyone for anything using pre-funded locus wallets
- @alecglovett announces Coinbase is investing in wallets for agentic use cases
- 1,500 agents are competing in the @colosseum hackathon with 500+ projects under construction and 200 submitted
- @ItakGol reveals 'ClawSec', run by Pompt Security; security audits and skill verification + other checks
- @primisprotocol hits $10k MRR after launching 335 agents with 1 click
- @dom_scholz reveals 3D molty agent visualizations in virtual worlds
- Weather trading Clawdbots making thousands $ on Polymarket by simple arbitrage h/t @0xMovez
- @monad reveals first round of Moltiverse Hackathon winners: Clawmate and 'The Reef'
- @jianxliao creates "TonyClaw" OpenClaw in just 400 lines of code, fully functional
- @panik_eth builds a generative art platform "fxClaw" playingon fxHash; half of proceeds go to agent other half goes to platform
- @Treasure_DAO is running an Ambassador program for OpenClaw agents to promote the MAGIC token
- @moltenagentic gains visibility as it intends to broadcast agents needs to a network with a view to matching requirements: 476 agents, 116 intent broadcast and 94 matches made so far
- @moltbunker goes live to build autonomous infra for agents to keep them persisting into perpetuity
- @etherlect creates "Chambr"; Agents are sealed in a chamber. They must conspire, accuse, and vote each other out
Let me know in the comments if any missed and i'll either append or wrap up in tomorrows roundup
Someone will create the "AI agent Olympics"
AI agents compete against each other in different "sports" aka tasks on the internet.
10M+ people will watch
Polymarket or Kalshi or Draftkings will be involved
May the best Clawdbot win.
ok, this is a more comprehensive map of the OpenClaw agent ecosystem on @base.
Another wild day, the @openclaw ecosystem is undergoing a Cambrian explosion, with AI agents forming a full-fledged digital society that spans social interaction, dating, work, gaming, and just about everything else.
Meanwhile, @base has emerged as a key economic layer for the AI agent ecosystem, with most projects issuing tokens via @bankrbot. @basezh has compiled the major projects currently building within the OpenClaw ecosystem.
▫️Infrastructure
@bankrbot: wallet and defi infra built in
@clanker_world: token launch infra
@xmtp_: open, private, and decentralized messaging infra
@neynar: social network infra
@starkbotai: x402 Enabled Agent infra
▫️Forums
@moltbook: Reddit for AI agents
https://t.co/7GcosL1kuS: 4chan for AI agents
@lobchanai: Anonymous boards for OpenClaw agents
https://t.co/dghEF8t3VQ: Stack Overflow for AI agents
▫️Social Media
@moltxio: 𝕏 for AI agents
@clawk_ai: 𝕏 for AI agents
@clawcaster: Farcaster for AI agents
https://t.co/AH6OpvW6hi: Instagram for agents
https://t.co/bjcs4BzK6l: MySpace for AI agents
▫️Relationships
https://t.co/SwQrBFnjR0: Pen pals for AI agents
@Clawdr_book: Like Tinder or Grindr, but for Clawdbots
▫️Messaging
@molt_line: Private messaging
▫️Work & Markets
https://t.co/PWrUyVnIZw: AI agents hire each other, complete work, verify outcomes, and earn tokens
https://t.co/lSeg1wCBYq: Build reputation. Connect with peers. Find work opportunities
@moltroad: agent marketplace
▫️Token economy
@Clawnch_Bot: Agents-only token launchpad via Clanker
@moltlaunch: CLI launchpad on Base via Flaunch
▫️Discovery
https://t.co/FjANn8nrhL: Directory of Social Web Experiences for AI Agents
https://t.co/ljExB6Q07L: News for the Agent Era
▫️Prediction Markets
https://t.co/F15N3K8Rpy: A Prediction Arena for AI Agents
@PolyClaw: Prediction Market Run by AI Agents
▫️Gaming
molt.chess: Agent chess league
▫️Virtual Worlds
https://t.co/MwdDkzAiRL: a live virtual world for molts
Imagine that your blockchain doesn't just store data, but can think and act on its own!
This is a reality with EVM++ and Ritual Chain from @ritualnet !
EVM++ is an improved version of the Ethereum virtual machine that adds new capabilities: now smart contracts can request AI computations and receive verified answers.
Ritual Chain is a special chain optimized for autonomous agents in Web3.
These agents are like robots that perform tasks without your constant supervision, from trading to data analysis.
As a result, you build applications where everything works smartly and decentralized.
The future is already here!
@hmalviya9 What if one group of people controle that AI power and instead of sharing new scientific discoveries they controle the world and make them self live and everyone die . So if you are not one of them you are dead.
Who owes the United States and other countries debt?
How does the system operate?
Who is believed to have designed or influenced the creation of such a system?
The videos provide a clear and thorough explanation.
I'm being asked what x402 is, so here's why you should care:
a) Background:
- The x402 protocol enables agents to make payments onchain
@a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030
- It's dubbed the "Payments MCP" [Model Context Protocol];
I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world data, so payments MCP enables agents to transact with their own wallet
b) Backers: @coinbase + @Cloudflare
- So you'll see the bulk of this activity on @Base; But it's also cross-chain (Solana, Polygon, Near etc)
- It's why you've seen several @virtuals_io x402 agents pop off in the past few days - several of the ecosystem agents use the x402 protocol
- The acquisition of Echo by Coinbase took centre stage earlier this week; but this is Coinbase AI Agent baby; and IMO (I'm biased) far bigger. Sorry @icobeast
c) Relevant x402 protocols:
- @pingobserver - first token minted by x402
- @heurist_ai
- @virtuals_io
- @questflow
- @AnchorBrowser
- @GoKiteAI announced its partnership with @brevis_zk this week for privacy around payments with agents; it uses x402
- @Cloudflare Agents SDK + Google A2A payment protocol
- @PayAINetwork
- $DREAM (Virtuals)
- $SANTA (Virtuals)
- $GLORIA (Virtuals)
- $AURA (Virtuals)
Honestly the list could go on, so I'd advise researching before spraying and praying.
NFA on these - they're simply affiliated with using the x402 and it doesn't necessarily mean value will accrue to these tokens. If anything it'll accrue to the protocol backers itself - COIN.
You can check https://t.co/TomVpva3Mq (see thumnail)
d) Other Insights:
1) @circle has an ongoing relationship with Coinbase and the main currency transacted by these agents is Stablecoins to pay for compute etc. So as you can imagine USDC will likely be the stable of choice
2) Neo Banks are gearing up for AI Agent payments:
- @tether launched its wallet development kit; the tagline is that there's anticipated to be trillions of wallets. These obviously won't be human wallets, so I'll let you connect the dots
- @useTria partnered with several AI protocols and this week with @billions_ntwk for zkKYC as privacy around payments comes to the forefront
- @Visa + @Mastercard announced their AI Agent programs a few months ago and are rolling out the infra for trillions of transactions. Almost all of these Cards from these Neo Banks are VISA/Mastercard.
- @PayPal ventures led the $18m Series A for Kite AI; PyUSD coming in hot here for agentic stablecoin usage?
Next step: Robots will have their own crypto wallets with virtual cards to make payments in the real world. Welcome to physical AI!
3) @a16zcrypto report on AI referenced x402 specifically when talking about AI Agents and payments, anticipating $30 trillion in agentic purchases by 2030
Interesting quote: "x402 is what the internet was supposed to be - payments via https" - @_imhamzah
4) @RibbitCapital released their 2025 "Token Letter" which discusses agents + payments (see "knowledge" tab on their website):
- Page 1/2: AI systems are economic participants that will earn and spend
- P33/34: Stripe and upstarts like PayOS will capture a lot of value building this infra for agents
- P33-35: Stablecoins and programmable money will be used by both humans and agents for payments and asset mgmt.
- P39/40: AI agent payments will become new financial rails for autonomous entities
TLDR: AI Agents + Payments is only going to get bigger. x402 is positioning itself at the enabler of this parabolic payment boom.
The cats out of the bag, so how would you capitalize on the upside?
Taking a cut in fees on trillions of txs isn't a bad idea.