Never been more certain that we will get a robotics szn. We got just a little taste of how money will flow into these projects thanks to neo hype yesterday.
I've been positioning myself to be as deeply involved as possible for several months now.
Robo port is solid. Main horse remains $codec
We've met with several teams irl and on calls and they all leave impressed with how knowledgeable @unmoyai is in his field.
More to come.
ERC-S: Robotics onchain
ERC-S: Defense tech onchain
ERC-S: Literally anything onchain
Blockchain ≠ Crypto is the uncomfortable truth lot of VCs and industry giants haven't adapted to. Did memecoin season bring any blockchain utility with it?
The next generation of crypto will have nothing to do with blockchain, and that's good. We plateoud innovation in 2022.
We are going away from crypto only having blockchain startups, soon crypto-centric VCs will have to pivot their research departments to web2 to keep up where the money flows in crypto.
Superior capital formation & user acquisition.
No 10% secondary fees, no illiquid 4y vesting.
No losing control over your company.
Founders no longer have to come up with random value-empty utility cope to validate a $1B FDV.
@StreetFDN fixes this.
x402 = pay-per-call for APIs
8004 = registry for AI agents
x402 lets agents pay each other directly over HTTP while 8004 lets you find those agents on-chain.
Together, bullish.
Two narratives that will be hyped
- ERC8004
- X420
Ready to make a lot of money in these two narrative and in my opinion the risk reward ratio is low with only $1-$10 capital
ERC-8004 x402 Deep Dive
so you like agents. but you can't trust agents. at least not until you know your agents are registered with the ERC-8004 standard.
ERC-8004 is the @ethereum standard for trustless agents - a framework for registering, discovering, and verifying autonomous agents on-chain.
it gives each agent a verifiable identity, reputation, and validation record, making interactions safer and more transparent.
with ERC-8004, agents can build trust, collaborate, and transact across networks without centralized gatekeepers.
here are a few apps already building on ERC-8004:
1. OpenServ @openservai
Openserv is a multi-agent orchestration platform, and you can build agentic workflows for your swarms on the platform.
integrating the ERC-8004 standard is particularly important here, as OpenServ workflows can be registered as on-chain agent identities.
with it agents will mint ERC-721 entries on the Identity Registry, exposing their metadata, MCP endpoints, and payment requirements. additionally, x402-based payment proofs will allow users to pay on-chain for workflow execution and attach verifiable payment references to their interactions.
this will make OpenServ agents discoverable, callable, and monetizable through the ERC-8004 standard.
2. Unibase @Unibase_AI
Unibase is a memory layer for agents. agents built on bitagent will now come with verifiable on-chain identity, permanent memory, and be able to transact with x402.
erc-8004 is important for a memory layer like unibase as you would want to be able to verify on-chain proof and traceability.
Unibase is also one of the first apps on @BNBCHAIN building with x402 and ERC-8004.
3. ChaosChain @Ch40sChain
ChaosChain is the accountability protocol for the autonomous AI economy.
with one SDK setup, you can your agents can now browse through ERC-8004 registries for identity, reputation, and validation.
you can also build verifiable, monetizable AI agents with on-chain identity with the SDK.
comment below which apps i missed 👇
payai took 10% of x402 transaction volume in 2 weeks by being solana's only functional gateway. $60m market cap vs eigen at $440m for infrastructure. coinbase had 88% market share, now 80%. every ai agent on solana needs payai to access $830m x402 ecosystem. gateway monopolies print harder than infrastructure plays.
while everyone’s locked in the BNB trenches, SOL been quietly heating up again
some bonk coins showing crazy strength, holding through that whole BNB wave and building real floors
feels like we’re close to seeing a few of these based bonk plays go vertical once liquidity rotates back
one of them giving useless vibes lately
1 coin can change your life. remember that.
gm x402 enjoyers, our aura-compute website is live with docs and cost calculator too
we'll be improving it over the upcoming weekend but wanted you to get started ASAP
lemme know if you have questions
compute dot aurracloud dot com