Stablecoin startup getting ready to present at our Demo Day in 3 weeks just crossed $1.3M ARR
Not bad for 45 days.
We're still in the very early innings of stablecoins. Most people focus on issuance, but there's an entire infra stack being built around moving, storing, reconciling, lending, and embedding stablecoins into financial products. A lot of opportunity still on the infra side.
yeah we all feel it, @base trenches are going absolutely insane right now.
The momentum around @AskVenice $VVV and @dphnAI $POD keeps expanding and spilling into more AI-related projects and beyond.
The @bankrbot $BNKR eco is heating up too:
▫️both @gitlawb $GITLAWB and @lienfiapp $LFI have surpassed $20M FDV. One aligns closely with Base’s vision of upgrading the chain for AI agents, while the other pushes forward Base’s goal of building global onchain markets.
▫️@aeonframework $AEON and @miroshark_ $MiroShark are emerging as a powerful combo of AI agent execution + swarm intelligence simulation.
▫️@nookplot $NOOK is building decentralized coordination infra for agent networks.
Meanwhile, the @liquid_launcher $LIQ eco has exploded after introducing the $DIEM pairing mechanism, further accelerating the AgentFi and AI compute narrative on Base.
@autonomopoly $AUTONO is already being viewed as an early experiment in autonomous AI economies, agents earning, operating, and compounding capital on their own.
The @virtuals_io eco is waking up again as well, like AI trading platform @ethy_agent $ETHY and privacy protocol @Mute_swap $MUTE both regaining strong market attention after rolling out major tokenomics and ecosystem expansion updates.
And there are still many more teams quietly shipping and staying relevant.
honestly, this is still only a small part of what’s happening on Base.
Base is on fire, and hopefully it keeps going. Huge respect to all the builders shipping with the trend no matter how the market moves, and to all the Base participants supporting them along the way. 🫡
A private equity firm came to us last quarter convinced they needed a custom AI build.
We ran our standard audit first. Seven phases across three weeks.
By the end, time spent on one of their core processes was on track to drop around 70%. And half of what they thought they needed didn't need to be built at all.
That's usually how it goes. The audit is the part nobody wants to do because it's slow and unsexy. It's also the part that decides whether everything that comes after is worth a damn.
I packaged the entire process into a self-serve SOP. Same framework we use across our engagements, written so an internal ops lead can run it themselves.
What's inside:
→ The 7-phase audit framework
→ Stakeholder interview script
→ Process shadowing playbook
→ Current state mapping templates
→ Opportunity scoring matrix
→ ROI modeling and future state design
→ Audit document structure for leadership
→ 10 mistakes that tank internal audits
Like + RT + Comment "ASSESSMENT" and I'll DM it to you. Make sure you're following me so I can DM.
The era of vibecoding has gotten a lot of people tapping into some primal 'builder' mentality, they are finding a life force hidden in their evolutionary genetics. Listen to the latest @naval podcast for example on vibecoding.
I even speak to some almost-retiree age coders, and they are fired up wanting to ship some new Fomrula1car quality stuff they dreamt of their whole careers and think they can now code up in 6 months.
Their epigenome is waking up, their mitochondrial factories going into overdrive from a hibernating life force-- like a chinese factory boss yelling to its minions that NOW is the time to deliver full force and meet that deadline.
Seeing how much of their productivity is being unlocked, they compare what is newly possible to the current state of the world - and they can clearly see titillating commercial opportunities.
But as we learn from trading markets, you should always think where the puck is going. All the immediate things that are unlocked for you are also now being unlocked for everyone else. If its suddenly easy to make "x application" then by the time you build it, the commercial value will be short lived as the world will have made "x" a commodity already.
Any lone wolf out there will be able to compete on the things that are becoming possible for a single person to produce. And there are a lot of smart wolves out there.
The real alpha I believe will instead be in lean organizations with leaders able to take groups of ~5-10 wolves and create an aligned incentive structure for them where they prefer to collaborate together in a small pack than be alone.
1. People innately have special talents in different areas, so being able to combine into a team lets specialization occur which unlocks higher quality output.
2. Multithreading people allows for quicker iterating, and less chance of blind spots getting through.
3. Simply, compare how many driven/aligned team of 5-10 superstars there are and how much harder it is to get to that organizational level, than how many solo talented people are out there. Many dont have even the social skills to work with others, its a common side effect of their other superpowers.
Bottom line- while the AI tools are unlocking a lot more possibilities for what a single person can produce, the real alpha is in creating a type of organization that can align several of them together. Another barbell we see- hard skills supercharged, and soft skills like understanding psychology and aligning incentives, are what will win. Booksmarts are dead.
@MINHxDYNASTY coz most don't have the capital it takes to make any substantial wins with perps.
hence they either over leverage and burn, or switch to buying low cap shitters treating that as a lottery tickets.
"If you really want to make money, found an agentic AI company.
I mean, build an agent to do something. This is the agentic period in AI. Everyone's going to build agents. The agents are all going to compete."
~ Eric Schmidt, Ex Google CEO.
@MacroCRG@buyerofponzi Yea but what are the odds of catching this pico bottom at the right time?
It did 2x over the last 2-3 days. It’s been going down 95% since Oct lol