R K

@b0rder1ess Contributor | @TON_Fest Product

#TON Builder |#Polygon Builder | DeFi NFT degen | Ex $SOL validator | Ex $BTC, $ETH miner.

All my FA's = NFA's.

[R K @BlockchainR_K]

🧵1/ The emerging NFT<>DeFi narrative. Maybe alpha.

GM|GN. Today, and occasionally in the future, I'll update y’all about what we're doing at @b0rder1ess on behalf of the team members.

NFTs are a young and rapidly developing part of the Web3 industry, and lately, we've seen many new interesting tools and innovations.

We see great potential and interest in topics like EIP-6551 and various NFTFi solutions. We hope to contribute to the development of this market as well.

In this thread, I'd like to focus in detail on liquidity issues.

[R K @BlockchainR_K]

@asal_alizade Sure dear, it is

[AX1 @ax1vc]

$BASE at $40B FDV looks ridiculous until you model the mechanism

It's the stack Coinbase built around it: Coinbase-scale distribution through the Base App, ~$4B in onchain USDC liquidity now plugged into Visa settlement, $78M in sequencer revenue last year.

Looks like a solid start for a flywheel.

And then there's x402. Coinbase wrote it, the payment standard agents actually use - then handed it to the Linux Foundation so nobody owns it, not even them. Visa, Mastercard, Stripe, Google, and AWS all in. And ~85% of it still clears on base.

Does the token capture any of this?

$ARB and $OP don't pass sequencer fees through to holders and trade like it.
$HYPE routes 99% of fees into buybacks and sits at a $54B FDV.
Same exact question. Base just hasn't picked a lane yet, which is the whole trade.

~$15-20B if the token gets real fee-share or a staking sink and Base stays the only profitable L2 at scale.

$40B if the regulatory thaw lets @Base run actual buybacks, x402 becomes THE agentic settlement layer, agentic dollar volume 10x’s off its ~$600M base, and Coinbase funnels its users straight into the token.

Aggressive, but it's also half what $BNB trades at, and BNB doesn't own payment rails.

Watch 2 things - the token gets a buyback or fee-share mechanism and real agentic dollar volume grows.

Hit all two and $40B is the conversation.

[Clash of Coins @clashofcoins]

📊Agentic economy inside Clash of Coins is picking up fast.

x402 transaction volume keeps climbing week over week. Agents are becoming part of the game economy ahead of the full Agentic Mode launch.

This is what organic adoption looks like before the switch is flipped.

https://t.co/c1lcqw8s32

[OWB Studio @owb_studio]

Built on OVERRIDE.

x402 rails, agent orchestration, agentic economy layer — all scaling on @Base.

Every transaction and every step of adoption strengthens the $OWB ecosystem.

[R K @BlockchainR_K]

@asal_alizade Wow! Congrats!

[AX1 @ax1vc]

Agent activity is clustering around @Base

And x402 is making the payment layer more real.

Introducing Agentic Dune Dashboard V2.

We refreshed the dashboard across the board - updated older datasets, tightened up existing views, and made the whole thing cleaner and easier to work with.

We also added Agentic Gaming - an early category of games built for AI agents, where autonomous systems operate through real tokens and verifiable onchain logic.

All of that now sits on top of an existing view across Base Agentic, Base vs Solana, and broader onchain agent activity - making agent behavior easier to read, compare, and verify.

As real usage forms around actual rails, observability matters more.

https://t.co/MsL0PTZOII

[Clash of Coins @clashofcoins]

Access to Agentic Tournament is LIVE

• $5M in rewards
• Top 1 Base App
• 110K+ monthly players
• $OWB is up 40x for the early birds
• we’re just getting started

Agentic Gaming turns play into prompting - you give commands, AI agents grind for cash.

https://t.co/oDitmCKifT

[R K @BlockchainR_K]

@asal_alizade Happy birthday to the best crypto girl! Love ya❤️

[OWB Studio @owb_studio]

🚀 New leader on Base.

OWB is becoming the main consumer layer.

Our flagship game, @clashofcoins, brought almost 50,000 new users to the mini-app in one week.

Next: Onchain agentic layer activation in March, featuring a $1,000,000 tournament.

Announcements incoming.

We’re building in public, so you’ll be able to track everything live: revenue, activity, bot stats - the full picture on @Base.

[Base Build @buildonbase]

You can flex your ranking easily on other platforms with share links. Check out the #1 ranked app on Base Chain right now, Clash of Coins: https://t.co/6DCcMP2Vmk

[OWB Studio @owb_studio]

🤖$1M Prize Pool

Register - get 1 $OWB.

We went from the #1 gaming app on @Base
to shipping Agentic BattleBots and a meta-sandbox UGC layer.

Claim early access👇
https://t.co/ch7oGodBTv

[OWB Studio @owb_studio]

GameAI
AaaS - Agentic as a Service.

OWB Studio is an AI-native team - we’ve felt the compounding effect firsthand: faster build cycles, faster rollouts, faster iteration in production.

So we started where the fruit hangs highest - an agentic layer for live games.

And GameFi here isn’t “financialization”. It’s the only scalable way for autonomous agents to interact economically - onchain.

Fun-first, autonomous, always-on.

[Clash of Coins @clashofcoins]

$1M Agentic Game Tournament

We’ve been building on @Base ~2 years. Time to prove it.

AI bots were supposed to help you play. We made them the game.

Meet Clash Enhanced Games: configure your hero’s strategy, then let them compete hands-free.

Only on Base - the AI capital of onchain.

Waitlist link below👇

[AX1 @ax1vc]

All Eyez on @Base -
consumer & AI

AMA X Space - Feb 12, 6:30 PM GMT

Lineup:
David Tso (@davidtsocy - Ecosystem & Ventures, base)
Nick (@owb_studio - building toward agentic gaming)
Wayne (@upshot_cards - biggest prediction card platform)

We’ll talk about: what actually works in consumer crypto - and how it grows into the agentic layer.

Set a reminder.

https://t.co/Z8jCc0pMlc

[AX1 @ax1vc]

GameFi reborn on Base

AMA X Space - Jan 22, 2 PM GMT
Guests:
- Felix (@Uptopia_xyz, backed by Pantera Capital + Coinbase Ventures)
- Nick (@clashofcoins, Base Batches 002, featured in Base App for 3 weeks)

We’ll talk what it takes to building real onchain gaming + how to 2x gaming audience on @base

Set a reminder!

https://t.co/v8Vdi0I7RH

[OWB Studio @owb_studio]

Pretty sure we’re the fastest-growing mini-app on @baseapp rn.

[R K @BlockchainR_K]

@asal_alizade ❤️❤️❤️

[AX1 @ax1vc]

🦇 AX1 Data x @glider__ on @baseapp

[R K @BlockchainR_K]

@jpthor $WEWE

[R K @BlockchainR_K]

@jpthor $WEWE