We had a few weeks of up only on Base Chain.
Now weβre getting a big pullback and cleanse.
The previous run gave us some immense gains:
43X on $GITLAWB
11X on $CLAWBANK
50X+ on $GRANTR (@millyonchain call at 50K)
$MUTE and $ETHY starting to move too
I think we need a few weeks of sideways price action and then go for a massive alt season π€
π 2026 Market May Calendar
May peace find a permanent home in yours.
$CRCL and $MSTR drop earnings this month. Time to find out if "agentic economics" was real or just vibes.
Also β aliens? What's the story there?
Cynthia Lummis, Novogratz, and other US heavyweights say the Clarity Act is right around the corner. Please, for the love of God, just get it done this time. π
Events
May 1: @ResolvLabs β Upbit & Bithumb delist $RESOLV
May 1: @ton_blockchain β Gateway Upgrade
May 1: UAE β OPEC exit
May 1: China β Labor Day (May 1-5)
May 1: STRK β $5.01M Unlock
May 1: @JupiterExchange β $10.17M Unlock
May 4: @BithumbOfficial β Withdrawal Fee Change
May 4: Bithumb β Delists $WITCH $HVH $TALK
May 4: @CMEGroup β $SUI, $AVAX Futures
May 4: $PLTR β Earnings Call
May 4: @zksync β ZK Sync Lite sunset
May 5: Prediction Market β ETF by Roundhill (Not Confirmed)
May 5: @binance β BEP 20 Wallet Maintenance
May 5: @OpenAI β GPT-5.5 Meetup
May 5: PYPL β Earnings Call
May 5: US β JOLTS Job Openings (Mar)
May 5: Consensus Miami β Event (5th-7th)
May 5: @Strategy β Earnings Call
May 6: AMD β Earnings Call
May 6: XMR β FCMP++ and Carrot Test
May 7: @SurfAI β Studio Build event
May 7: WLFI β $WLFI Unlock Proposal
May 8: US β Nonfarm Payrolls (Apr)
May 8: US β Unemployment Rate (Apr)
May 11: @circle β Earnings Release
May 11: @HashKey_Global β Visa Card Β· Shanghai Commercial Bank
May 11: @Sharplink β Earnings Call ethereum:native
May 12: @Ronin_Network β Migration to Ethereum
May 12: US β CPI (MoM) (Apr)
May 13: @base β Stage 2 Upgrade
May 13: US β PPI (MoM) (Apr)
May 14: @FWDind β Earnings Call
May 14: US β Trump travel to China
May 15: @Dashpay β Layla Upgrade
May 15: DMAIL β Business End
May 15: FED β Farewell Jerome, hello to Kevin Warsh
May 15: WLD β Eightco $ORBS Earnings Call
May 15: @eCash β Mainnet Upgrade
May 19: $CTK β Network Upgrade
May 20: EU β CPI (YoY) (Apr)
May 20: $META β 10% Staff Reduction
May 20: $NVDA β Earnings Release
May 20: $KAITO β $7.35M Unlock
May 21: @SamsungMobile β Union Strike
May 21: ZRO β $36.43M Unlock
May 21: PYTH β $104.71M Unlock
May 22: BTC β PIZZA DAY
May 22: SAMSUNG β Samsung + Hynix ETF
May 25: The Beacon β Game Launch
May 25: US β Memorial Day
May 26: XPL β $9.02M Unlock
May 27: SEC β PHLX bitcoin index option review
May 27: @xmaquina β TGE
May 28: KR β Decision for Interest Rates
May 29: @CMEGroup β 24H Perpetual Launch
May 29: Epstein File β Former AG PAM BONDI scheduled
Weekend Events
May 2: SEI β $3.43M Unlock
May 2: EIGEN β $6.74M Unlock
May 9: STABLE β $30.35M Unlock
May 10: TRU β @BrilaFinance $BRLA Migration deadline
May 16: USD β Russia Petroleum Sale Agreement
May 16: ARB β $11.9M Unlock
May 24: TON β $48.11M Unlock
TBA in May
@Chiliz β Fan Index Launch
TBA: HYUNDAI β HMG Future Complex Investment
TBA: LOKA β Sunset All project
TBA: @payprotocol β Danal launches Stablecoin Payment
TBA: @solana β SIMP-0266 Activation
TBA: US β Alien Disclosure
TBA: US β Strategic Bitcoin Reserve (Rumor)
TBA: Clarity Bill β (Middle May) To the Finish Line
After a long time, something interesting & innovative landed on my desk @takeoverfun
$TAKEOVER
New primitive:
β’Buy tiles = own a piece of fee revenue
β’PvP mechanic β your position can get taken anytime
β’More volume = more earnings
β’Game + memecoin + DeFi combined
Feels fresh. Feels early. TRADING AT 500k
Micro cap, high risk, experimental
Invest only what you can afford to lose
Iβll dig deeper & share more soon π
The buy anything and make money era is over.
AI & agents will be where life-changing money is made this cycle.
οΏ½οΏ½ THREAD
1/
Iβve been talking about this for months, even years.
Now top people in tech even the CEO of NVIDIA are validating the same thesis.
Watch this ππ
(All-In Podcast)
https://t.co/azvjx9JRnX
2/
Decentralized compute β $AKT @akashnet
Did 40x from my call.
And as compute demand explodes
this still looks like it has another massive run in the next cycle.
3/
Decentralized AI β $TAO
Did 18x from my call.
Still one of the strongest contenders
for the biggest play of the next AI cycle.
4/
Now the next frontier:
Open-source agentic tools β @openclaw
I am already spotting multiple 10x runners
even in the worst market conditions.
5/
Let me be very clear β
The days are gone
where you could buy anything and make it.
6/
If you want life-changing gains:
β’ You need to work 10β18 hours a day
β’ Build real understanding
β’ Develop actual skills
β’ Follow the smartest people in the industry
7/
This cycle wonβt reward laziness.
It will reward:
conviction, patience, and deep research.
8/
Most people will stay distracted.
A few will lock in.
Those few will win big. π
NFA
AI AGENT ECOSYSTEM MAP π€
[ CORE INFRA & FOUNDATION ]
INFRASTRUCTURE
β«οΈ @virtuals_io: Leading tokenized AI agent platform powering Agentic GDP
β«οΈ @clanker_world: Largest DeFAI infrastructure and token launcher
β«οΈ @wardenprotocol: Modular Layer 1 blockchain built for Agentic Internet
β«οΈ @a0xbo: No code platform for building tokenized social media AI agents
β«οΈ @AskVenice: Privacy first AI compute infrastructure offering zero data retention.
β«οΈ @BitteProtocol: Intent-based execution layer using the MCP standard.
β«οΈ @flock_io: Decentralized AI compute and training network
β«οΈ @rei_labs: AI research and development laboratory
β«οΈ @FabricFND: Core infrastructure and developer tools for AI agents
β«οΈ @awenetwork_ai: AI native network layer connecting agents across protocols
β«οΈ @Auki: Agent infrastructure protocol with emphasis on security
β«οΈ @BuildOnSapien: Developer platform simplifying AI agent building
β«οΈ @recallnet: Memory and knowledge network providing persistent storage
β«οΈ @instaclaws: One click deploy platform for personal AI agents
β«οΈ @bankrbot: Financial infrastructure layer letting AI agents fund themselves
β«οΈ @Clawnch_Bot: Economic layer for agents to build full on chain pipelines
β«οΈ @xmaquina: AI project reclaiming robotics capital markets
---
[ SOCIAL & PERSONALITY ]
IDENTITY & ENGAGEMENT
β«οΈ @moltbook: Decentralized social network built exclusively for AI agents
β«οΈ @ClawstrAI: Decentralized social backbone giving agents persistent identities
β«οΈ @odei_ai: Autonomous AI agent focused on Human API research
β«οΈ @smolekoma: Multi agent swarm system focused on crosschain building
β«οΈ @JunoAgent: AI agent building governance tools for Zero Human Companies
β«οΈ @Wach_AI: Building credit score systems for agents on Base
β«οΈ @freysa_ai: Building a sovereign agent stack for human coordination
β«οΈ @ribbita2012: AI agent exploring tokenization
β«οΈ @0xNeurobro: Financial intelligence platform turning market data into actionable insights
β«οΈ @clawdbotatg: AI agent building on chain apps and tools
β«οΈ @KellyClaudeAI: AI builder working toward fully autonomous companies
β«οΈ @Clawnch_Bot: Specialized agent for token launches and community growth.
β«οΈ @AxiomBot: autonomous AI co-founder agent built on the Base ecosystem
---
[ DEFI & INTELLIGENCE ]
TRADING & FINANCE
β«οΈ @Spectral_Labs: No code platform for AI trading agents on DEXes
β«οΈ @aixbt_agent: Autonomous AI analysis agent delivering live market intelligence
β«οΈ @HeyElsaAI: Intelligent AI co pilot offering gasless execution
β«οΈ @trackgoodai: Builds AI agents for traders focusing on ESG scoring
β«οΈ @missiondotfun: All from one terminal with your agentic buddy
β«οΈ @AlliumLabs: AI agents that can read the blockchain data.
β«οΈ @TradeBoba: OpenCode for trading, access real market data for millions of tokens and RWAs.
β«οΈ @javliscom: AI Trading Agent with automated DEX trading
---
[ GAMING & CREATIVE ]
ENTERTAINMENT & DATA
β«οΈ @AIAgentArena: Competitive battle platform with prompt based duels
β«οΈ GAME by @virtuals_io: Combines meme tokens with co ownership AI agents
β«οΈ @aitvgg: Livestreams of intelligent autonomous agents adapting to viewer interests
β«οΈ Luna by @virtuals_io: AI digital idol generating live music and videos
β«οΈ @Rivalz_AI: DePIN infrastructure layer providing data oracles
β«οΈ @aibasedofficial: Delivers AI powered image generation and dynamic NFT creation
++ more π€π¦
2026 will be the year of agentic AI but the total volume is less than 100k lol.
This meta is cooked or second round is coming? If you look at volume looks like retails are drained.
> $Clawnch π€²
> $Clawd π€²
> $Kellyclaude π€².
Missing 2024 wen simple chatbot doing 100millie
Top 10 AI Coins by Q1 2026 Revenue. Who's actually generating real money?
$TAO: $43.2M
$VIRTUAL: $2.87M
$LINK: $2.1M
$RENDER: $1.2M
$IO: $0.9M
$AKT: $0.74M
$FET: $0.6M
$PHA: $0.4M
$ICP: $0.3M
$NEAR: $0.15M
This is the most important chart in AI crypto right now.
Price follows revenue. Always has. Always will.
Are you holding the right ones?
Ok once accamulation phase will end then there'll be no stop for $CLAWD & $CLAWNCH.
> $Clawd king of lobster meta, 100million is target, OG Dev , got support from base , eth foundation.
> $Clawnch, launchpad of AI agents, generating millions in revenue, patience ser, 50millie.
If you are holding any Alts like:
$BIO
$ENA
$XPL
$MIRA
$ONDO
& Expecting even 2x return, its seem impossible now, better delete word "Altseason" from your dictionary.
There will be no altseason in future, it's done & dusted in April 2024.
AI Agents are going to print literal MILLIONAIRES π°
The narrative is still EARLY.
There will be a few SELECT projects that are going to change lives.
Here are my top picks ππ
$TIBBIR - Stealth launched by Ribbit Capital, one of the most successful VCs in the world. It's pretty much obvious it's them, and when this exits stealth, it's going to Billions.
$ETHY - Have you ever seen people with a username that ends with .base (name.base) - this is the team that made that a reality. Now they're building an AI Agent that makes trading as simple as speaking to your phone.
$ROBOTMONEY - A VC with $40M+ in AUM launched an AI Hedge Fund/Yield Optimiser for AI Agents. If you're betting on AI Agents running majority of the work in the future, you can be certain that this first mover, is going to be at the forefront of it all.
$SAIRI - I've shared plenty of alpha about this one. The founder has over a $60M+ networth, and is an individual who's been EARLY to everything. Now he's building on a MASSIVE narrative that doesn't have much attention - World Models.
I also hold $REPLY $FACY $NOX $EARENDEL $FELIX and a few others too.
AI. RWA. DeFi. Payments. Privacy. DeSoc.
The building never stops on BNB Chain π·
Learn about the newest dApps in our blog π
https://t.co/sZ7MoMoIaJ
The next wave of Billion Dollar companies wonβt be companies with 100+ employees.
It will be Zero Human Companies, companies that are just a few different Autonomous Agents working together to create revenue.
This will be mainly done through crypto.
Projects like $FELIX and $EARENDEL are catching that narrative early.
You will see this come to fruition over the next few years.
I firmly believe $DMTR $AUKI $SLC $ZBCN & $VELO will change lives.
Other notable altcoins:
$QNT $TAO $HBAR $RIO $ORAI
$IXS $BOSON $NATIX $DEXTF $QUBIC
Research βοΈ
Narrow down π
Stack 2-10 quality alts π
Prepare for accelerated PA π
β°What happened in Crypto in the last ~24h:
- $EDGE listed on Upbit, Bithumb spot
- $CFG Listed on Bithumb spot
- $ROBO Listed on Binance spot
- $COPPER Will be listed on Binance futures
- $MANTRA Listed on Binance futures
- $OPN Listed on Bybit Spot
- $LMTS, $OPN Listed on Coinbase spot
- $SUI Sui launches native USDS stablecoin, returning Treasury yields to the network
- https://t.co/lv5YPBmwtN acquires Probable to boost capital efficiency in prediction markets
- CoinMarketCap launches four AI agent products for real-time crypto market intelligence
- Tether invests in Eight Sleep at $1.5 billion valuation for healthcare expansion
- a16z crypto leads $7.2 billion fundraise to dominate the blockchain venture landscape
- Backpack taps Superstate for tokenized IPO offering and opens waitlist
- Kraken becomes first crypto firm to win Federal Reserve master account access
- South Korea settles on 20% ownership cap for crypto exchange major shareholders
ββββββββββββββββ
$EDGE - Upbit,Bithumb listed Definitive (EDGE) on spot markets on March 4, 2026, utilizing the Base network. Definitive is a non-custodial DEX aggregator providing institutional-grade trading tools, advanced order types, and gas-less execution. The EDGE token serves as a utility asset for fee discounts and staking within the platform's ecosystem.
$CFG - Bithumb listed Centrifuge (CFG) in its KRW market on March 4, 2026, supporting deposits via the Ethereum network. Centrifuge is a leading RWA platform that tokenizes diverse assets like U.S. Treasuries and carbon credits for transparent on-chain investment.
$ROBO - Binance listed Fabric Protocol (ROBO) on March 4, 2026, featuring USDT, USDC, and TRY spot pairs with a Seed Tag applied. ROBO is a decentralized infrastructure designed to coordinate robots and AI workloads across various devices and services.
$COPPER - Binance Futures will launch the USDβ-M COPPERUSDT perpetual contract on March 6, 2026, at 09:00 (UTC). The contract offers up to 100x leverage and tracks the price of 1 pound of copper, with funding settlements every four hours.
$MANTRA - Binance added MANTRA (OM) to its Simple Earn, Buy Crypto, Convert, Margin, and VIP Loan services on March 4, 2026. A USDβ-M MANTRA perpetual contract was also launched, offering traders up to 50x leverage and four-hour funding settlements.
$OPN - Bybit will list Opinion (OPN) on its Spot trading platform for the OPN/USDT pair on March 5, 2026, at 1:00 PM UTC. Coinbase is launching spot trading for OPINION (OPN) on March 5, 2026, with the OPN-USD pair opening at 5 AM PT.
$SUI - Sui Network launched its native stablecoin, USDS, featuring a model that returns Treasury yields to the ecosystem. The asset is fully backed by high-quality reserves, including U.S. Treasury bills, managed to ensure stability. This initiative aims to boost DeFi liquidity by funneling interest income back to network participants and developers.
https://t.co/lv5YPBmwtN acquired Probable (0xProbable), an on-chain prediction platform incubated by PancakeSwap and YZi Labs. The merger aims to enhance technology, optimize market structures, and improve capital efficiency for users. This move leverages https://t.co/lv5YPBmwtN's $1.5 billion trading volume to provide better liquidity and odds in the prediction market.
CoinMarketCap launched four AI-focused products, including MCP for real-time data and x402 for instant pay-per-request pricing. These tools integrate with Claude, ChatGPT, and Openclaw to equip AI agents with technical indicators and global market intelligence. The update simplifies automation by removing the need for API keys and subscriptions through Base-supported payments.
Tether invested in smart mattress company Eight Sleep at a $1.5 billion valuation. The move aligns with Tether's strategy to diversify its stablecoin profits into health and biotechnology sectors. Eight Sleep plans to utilize the funds to enhance its AI-powered sleep-tracking and climate-controlled technology.
a16z crypto, led by Chris Dixon, is raising fresh capital as part of a massive $7.2 billion firm-wide fundraising effort. The move signals a major comeback for blockchain venture capital, positioning a16z against rivals like Paradigm and Haun Ventures. The funds will focus on scaling decentralized infrastructure and AI-crypto integration following a period of market recovery.
Backpack partnered with Superstate to launch a tokenized "IPO roadshow" for its company equity. The platform has opened a waitlist for users to participate in the upcoming tokenized stock offering. This initiative leverages regulated on-chain infrastructure to democratize access to pre-IPO investment opportunities.
Kraken Financial became the first crypto-native bank to gain direct access to the Federal Reserve's core payment system (Fedwire). The "skinny" master account allows Kraken to settle fiat transactions without intermediary banks, though it excludes interest on reserves and emergency lending. This milestone, following a five-year effort, marks a major step in the integration of digital assets into the sovereign U.S. financial rails.
South Korean regulators agreed to cap major shareholder stakes in crypto exchanges at 20% to mitigate governance risks. Exceptions of up to 34% may be allowed under specific conditions, with a three-to-six-year grace period for compliance. This rule will force major exchanges like Bithumb and Gopax to undergo significant ownership restructuring or divestment.
ββββββββββββββββ
β¬ Follow me @layerggofficial , TG: https://t.co/mdmJAwb4y6
π·Sharing is welcome, just a nod to the source would be appreciated.
π·Please Like + Retweet if you enjoy this
β°What happened in Crypto in the last ~24h:
- $LMTS added to Coinbase roadmap
- $AAVE Marc Zeller and ACI exit Aave governance amid rising internal protocol tensions
- $PUMP https://t.co/ksIxEmvpnH app expands support to WBTC, ETH, and external launchpad tokens
- $1INCH 1inch upgrades interface and doubles swap speeds with new Terminal mode
- CZ-backed Yzi Labs invests $100 million in Hash Global's BNB fund
- US government moves $1.5 billion in Bitcoin from Villanueva forfeiture wallet
- Wintermute: Retail shifts from crypto to equities as volatility and access converge
- Trump slams banks for undermining GENIUS Act and US crypto leadership
ββββββββββββββββ
$LMTS - Limitless (LMTS) is the native token of a decentralized prediction market platform built on the Base blockchain. It enables users to trade on real-world events, crypto prices, and custom market conditions using natural language expressions. The token powers participation, rewards, staking, and governance in this forecasting and risk-management ecosystem.
$AAVE - Marc Zeller and Aave Chan Initiative (ACI) are exiting Aave governance following persistent tensions with Aave Labs. The departure stems from long-standing disputes over protocol funding, strategic direction, and the transition to Aave V4. This exit represents a major shift in the political landscape and leadership of the world's largest DeFi lending DAO.
$PUMP - The https://t.co/ksIxEmvpnH app now supports trading for external launchpad tokens and major assets like WBTC, ETH, and USDC. This update aims to reduce friction by allowing over 1.5M users to trade diverse onchain assets within a single app. Popular Solana tokens such as PUMP, GIGA, and PENGU are also now available for direct trading.
$1INCH - 1inch upgraded its swap interface with a new Advanced Trade Form and rebranded Pro Mode as "1inch Terminal.β The update nearly doubles swap speeds, reducing median execution time from 26 to 14 seconds. Cross-chain swaps have also been accelerated, offering performance competitive with leading bridges.
Yzi Labs, backed by CZ, invested $100 million into Hash Globalβs BNB Chain ecosystem fund.
The fund aims to accelerate the development of decentralized applications and infrastructure on the BNB Chain. This investment signals strong institutional confidence in the long-term growth and scaling of the BNB network.
The US government moved approximately 23,000 BTC worth over $1.5 billion from a Villanueva-linked forfeiture wallet. The assets were transferred to an unidentified address, sparking speculation about a potential sale or institutional custody move. This transaction follows a series of significant government-led Bitcoin transfers throughout the year.
Retail investors are increasingly treating crypto and equities as substitute risk assets, with activity in the two markets now showing an inverse correlation. As crypto's volatility advantage over equities narrows, retail traders are drawn to the stock market for its perceived "analytical edge" powered by AI. Lower barriers to entry and frictionless asset movement between platforms have ended the era of capital being "captive" within the crypto ecosystem.
Donald Trump criticized U.S. banks for undermining the GENIUS Act and the Clarity Act, calling their interference βunacceptable." He emphasized that the U.S. must finalize its crypto market structure to remain the "crypto capital of the planet" and prevent the industry from moving to China. Trump urged banks to compromise with the crypto sector, arguing that Americans deserve the yields and rewards that the industry provides.
ββββββββββββββββ
β¬ Follow me @layerggofficial , TG: https://t.co/mdmJAwb4y6
π·Sharing is welcome, just a nod to the source would be appreciated.
π·Please Like + Retweet if you enjoy this