Xhuka

Solana DeFi • Jupiter/Meteora LP yields daily • IL dodger • Farming real APY, not hopium☄️

[Base Hub 🛡️ @BaseHubHB]

AI on @base Tier List

This tier list includes active AI builders pushing the narrative on @base.

Some are core infra, some are breakout products, some are early experiments, and some are still deep in the trenches 👇

OG

@AskVenice - private uncensored inference and AI model access

@virtuals_io - agent launch infrastructure and EconomyOS rails

@bankrbot - financial infra for agents + onchain YC

@aeonframework - agent autonomous framework for scheduled agent execution

@AskSurplus - onchain inference marketplace with competing model sellers

@gitlawb - decentralized Git, OpenRouter, OpenClaude

@dphnAI - Dolphin AI models and distributed inference

@ribbita2012 - identity infra for agents

Based

@JunoAgent - zero-human company framework and agent incubator

@miroshark_ - multi-agent simulation engine for market scenarios

@openservai - reasoning engine and infra for agent workflows

@Root_Edge - AI trading agent with real-time market intelligence

@aixbt_agent - crypto narrative intelligence and market tracking

@Wach_AI - verification layer for agent actions and x402

@reppo - training data and inference market infrastructure

@OpenGradient - decentralized AI model and inference infrastructure

@ClawBankHQ - banking and treasury rails for autonomous agents

Cooking

@trynullsec - security LLMs for AI-generated apps and agents

@zbase__ - privacy layer for agents and x402 payments

@sibylcap - file-based memory plugin for long-context agents

@nookplot - AI-native market plotting and narrative tracking

@PRXVTai - private x402 payments and agent privacy infrastructure

@ethy_agent - plain-language AI trading and social execution

@AntSeedAI - peer-to-peer AI services and inference market

@1clawAI - agent security for prompts, secrets, and signing

Early

@liquid_launcher - self-funding agent launchpad infrastructure

@HireHalo - autonomous white-hat bug bounty agent

@ratspeakorg - encrypted mesh messaging for resilient communication

@deluquant - self-evolving onchain quant agent

@instaclaws - Claw ecosystem agent tooling and automation

@Darks0l_ - open-source security tools for Solidity workflows

@HermesOScloud - managed hosting for persistent AI agents

@H1DR4_agent - OSINT infra for decentralized intelligence

Let us know who’s missing from this tier list 👇

[Stacy Muur @stacy_muur]

https://t.co/AY11YfHles

[Xhuka @Dunyy01]

@YashasEdu Well written 👏

[YashasEdu @YashasEdu]

https://t.co/gUIl3w2iA3

[Nas @Nas_tech_AI]

1. Gemini (solve any problem)
2. Perplexity (research anything)
3. Klingai (create AI videos)
4. Luma (create 3D models)
5. Suno (compose music)
6. Hemingwayapp (perfect writing)
7. Capcut (edit videos)
8. Youlearn (summarize YouTube)
9. Canva (design graphics)
10. ElevenLabs (clone voices)
11. Descript (edit podcasts)

12. ✅ Save this list, it might be incredibly useful.

[kash @kashdhanda]

everyone is talking about onchain agents.

@JupiterExchange already has the trading, yield, and API infrastructure needed to be the home for onchain agents.

but the real unlock that people haven't understood yet is @JupGlobal.

in the near future, you'll be able to create sub-accounts for your agents.

then your agents can pay in the real world using stablecoins.

if you're building/using AI Agents, go download @jup_mobile and get a @JupGlobal account to be first in line when the feature goes live

[fabiano.sol @FabianoSolana]

https://t.co/uiOyTo4Ms9

[Our Crypto Talk @ourcryptotalk]

📂 Crypto Narratives
┃
┣ 📂 Prediction Markets
┃ ┣ 📂 Polymarket
┃ ┗ 📂 Kalshi
┃
┣ 📂 Neobanks
┃ ┣ 📂 RedotPay
┃ ┣ 📂 KAST
┃ ┣ 📂 Telcoin
┃ ┗ 📂 DeBlock
┃
┣ 📂 AI
┃ ┣ 📂 Bittensor (TAO)
┃ ┣ 📂 Render Network
┃ ┣ 📂 Fetch AI
┃ ┣ 📂 Internet Computer (ICP)
┃ ┣ 📂 Akash
┃ ┗ 📂 QUBIC
┃
┣ 📂 RWAs
┃ ┣ 📂 Ondo Finance
┃ ┣ 📂 Clearpool
┃ ┣ 📂 Algorand
┃ ┣ 📂 Propbase
┃ ┣ 📂 WELF
┃ ┣ 📂 Centrifuge
┃ ┗ 📂 Maple Finance
┃
┣ 📂 DePIN
┃ ┣ 📂 GEODNET
┃ ┣ 📂 Helium
┃ ┣ 📂 Hivemapper
┃ ┗ 📂 io net (IO)
┃
┣ 📂 Layer 1s
┃ ┣ 📂 Ethereum
┃ ┣ 📂 Solana
┃ ┣ 📂 Sui
┃ ┗ 📂 Sei Network
┃
┣ 📂 Privacy
┃ ┣ 📂 ZANO
┃ ┣ 📂 Monero
┃ ┣ 📂 Zcash
┃ ┣ 📂 Firo
┃ ┣ 📂 Dash
┃ ┗ 📂 PIVX
┃
┗ 📂 DeFi
┣ 📂 Uniswap
┣ 📂 Aave
┗ 📂 Hyperliquid

[0xngmi @0xngmi]

In many defi sectors almost all revenue is captured by the top 2 market participants, basically most crypto verticals are turning into duopolies

credit to @joeljohn (based on defillama data)

[Four Pillars @FourPillarsFP]

https://t.co/bBPvkbgTsc

[degentrading @degentradingLSD]

https://t.co/Gfe9S7Npzb

[ZEIT @ZEITFinance]

https://t.co/N7XZL1HYHn

[Arif @arifkazi_]

https://t.co/sU91IQNhZ6

[Tim Denning @Tim_Denning]

https://t.co/NGeCZzt64S

[TN | PendleBoros @tn_pendle]

https://t.co/UzBLkgl4Kf

[Dean Eigenmann @DeanEigenmann]

https://t.co/05XdpTSaLa

[Haseeb ＞|＜ @hosseeb]

https://t.co/x7wAw22WMn

[Ihor🔥.eth @0xIhor]

Here's a thinker

Where do you think all of the big tier 1 crypto VC investments go?

Let's do a quick check on some tier 1s and their notable investments (notice how much money now goes into CeFi pjs, and with most of them, you probably won't get anything) ↓

▫️Paradigm: Last investment was Noise (a prediction market) almost 2 months ago, before that was Rift (a DEX) almost 4 months ago
▫️Polychain Capital: Last two investments were Andrena and ETHGas more than 2 months ago. They've also doubled down on Seismic more than 3 months ago
▫️a16z: Latest crypto investment was over a month ago into Kairos (a trading terminal for prediction markets), the other one was Babylon almost 2 months ago (Babylon had already tokenized btw)
▫️Pantera Capital: Latest investments were pretty recent, into Based (a perp DEX / prediction market) and Novig (another prediction market)

It seems lately all the tier 1s are primarily investing in prediction markets and perps (like we don't have enough of these already) and they are doing it very selectively

Not to mention that the whole crypto investment space is pretty scarce these days. Just bear market things ig

We're pretty cooked, right?

[Kamino @kamino]

Kamino's PRIME market is now the single largest RWA market in DeFi

$570M Market Size. $250M Borrowed. Across 3,653 active loans.

Built natively on @solana.

[jussy @jussy_world]

It happened

@kamino just overtook @JupiterExchange by TVL on Solana

Why Kamino keeps growing while everything else bleeds:

1 - 23 built-in vaults for RWA products

2 - The PRIME market alone is valued at $570M

3 - Sentora PYUSD Vault grew to $400M+

4 - When institutions enter Solana, they enter via Kamino

5 - It's quietly becoming the #1 protocol for institutional integrations on Solana

Predicted this back in February

Does Jupiter take #1 back, or is this Kamino's moment?

They are not even close to that number of integrations