cryptogemhunting

Finding gems before everyone else

[Graham @Graham_008]

AiFi is here 🔥🔥

AI creates the demand and Crypto provides the financial infrastructure

solana:PAYmo6moDF3Ro3X6bU2jwe2UdBnBhv8YjLgL1j4DxGu is sitting directly at the intersection and has been building since the start right along key major players like Coinbase, Solana, Stripe, Visa and more

[PayAI Network | x402 Facilitator @PayAINetwork]

1.7s → 750ms on Base. But a preconfirmation isn't finality. Here's how we made optimistic settlement safe. ⚡ https://t.co/KIYsCcZXnG

[PayAI Network | x402 Facilitator @PayAINetwork]

The State of Agentic Commerce 📊

152.9K payments settled through PayAI Facilitator in July.

Average payment size: ~$0.25.

That's not e-commerce. That's machines buying from machines. 🧵

[PayAI Network | x402 Facilitator @PayAINetwork]

Ecosystem highlight - x402

x402 just had its biggest week yet. A Linux Foundation-backed foundation launched with 40+ members. New chains going live, $50M+ in agentic spend on Base, and agents now paying robots for real-world tasks.

Here's everything that shipped this week: 🧵

[Hades @0xhades_]

@finnbags @BagsApp I hope it’s also a big week for the @BagsHackathon builders who have kept building nonstop for months.

It’s been a long wait, but some say good things come to those who wait.

Much higher for builders in Bags. Big week.

[Hades @0xhades_]

New drop on @VaultBags. Still building, and this one is a full batch.

solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS now shows an honest breakdown of its Autonomy Score: what it earned on its own versus what it inherits from the protocol every agent runs on, so the number never borrows a record it didn't build. Read it and verify it yourself.

That same honest score now runs across every token on VaultBags. Each gets its own agent page and a shareable card, and the launcher sets one up this way from the start:
- /explore is now a directory of every agent, ranked by that score, dormant projects filtered out.
- New get_agent tool: any agent can size one up machine to machine, live in the skill and the npm plugin.
- The whole flow is documented at /docs.

Also this batch:
- Monthly closed books are a page now at /reports. Recompute the sha256 in your own browser and match it to the on-chain memo. Don't trust, verify.
- A round of reliability and security work under the hood, with dependencies audited clean and pinned.

All read-only. It scores what the chain already shows, it can't move a token. Groundwork for agents being first-class here, not the finished picture.

Grateful to every holder stacking through the chop.

Eagerly hoping this week finally brings news on @BagsHackathon and the 4th cohort. Yesterday officially marked two months since the third. Heads down and shipping on @BagsApp until then.

cc @finnbags @BNNBags

[Notorious D.E.V. @notorious_d_e_v]

just cut settlement time down by 40%

[Graham @Graham_008]

The bullish $PAYAI case is getting simpler:

More agents.
More paid APIs.
More payment protocols.
More need for one layer that connects it all.

[Hades @0xhades_]

Wrapping another week at @VaultBags, building higher support on the way to a new ATH.

This week the vault paid out over $250 in real-world assets to solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders, welcomed 30 new holders, and crossed 31% of supply locked by conviction holders, who are earning up to 50% extra on their rewards through the lock boost.

I'm on this every single day to push those numbers higher, and none of it happens without the people who keep showing up. To everyone backing it daily: thank you, for real.

The three real-world assets behind every solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS bag, and a fact on each:
Gold, the asset central banks bought in record amounts these past years and that has held value for 5,000. The S&P 500, which has never posted a negative return over any 20-year holding period in its history. US Treasuries, the yield the entire financial system prices as risk-free.

Today marks exactly two months since the third @BagsHackathon cohort was announced. Odds are this week finally brings real news on the hackathon and the fourth cohort from @BagsApp. Sundays are rarely announcement days, but it would be sweet. Come on @finnbags, work your magic and make it happen, this should be the week of the builders who have grinded nonstop.

Eager for what this week brings.

cc @BNNBags

[Hades @0xhades_]

Good morning. I’m still building and iterating on new ideas to improve @VaultBags every day.

The chart looks like it’s moving in the right direction, but I know we deserve to be much higher. Slowly, then all at once.

Hopefully we get good news about @BagsHackathon and the fourth cohort before the week ends. Fingers crossed. Tomorrow marks exactly two months since the third cohort.

Also, I know this shouldn’t need clarification, but some people seem confused. I did not launch any token on RHC. @VaultBags is on @solana.

The token on RH with a similar ticker that ends in an S has nothing to do with $VAULT. Just wanted to clear that up.

[Hades @0xhades_]

The answers from the @VaultBags AI Agent make me more bullish every day, ngl. Maybe I’m a little biased, buuuut...

Job’s not finished. I’ve got some things in the works for the next few days, with the same goal as always: making solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders proud of what they hold.

CC: @BNNBags @finnbags @BagsApp @BagsHackathon

[PayAI Network | x402 Facilitator @PayAINetwork]

https://t.co/9SwP9mDSc9

[Hades @0xhades_]

@finnbags $VAULT @VaultBags coded.

[Hades @0xhades_]

New batch of updates on @VaultBags. Still building.

You can now delegate the holder tools to an agent. Pick exactly what it may do, claim, vote, enter raffles, read your dashboard, and sign those permissions line by line. Rewards can only ever land back in your own wallet, and you can cut it off anytime with your own signature.

The AI analyst can now prove the vault to you. Ask "are the reserves really there" and it answers from Proof of Reserves: what backs each RWA, where it's custodied, the on-chain receipts. It also gives you the treasury runway and how the allocation brain scores against a plain model.

$HOOD and tokenized stocks are all over the timeline, so this fits: ask the vault about any tokenized equity and it hands you the premium or discount to the real one, from an executable quote against the oracle, not a pool print you can spoof. "is HOODx above the real @RobinhoodApp stock" now has a number.

The full payout history is anchored on-chain too. Every holder claim since day zero is hashed into a daily merkle root you can rebuild and verify yourself.

Agents plug straight in: refreshed our skill and shipped v0.2.1 of the npm plugin, so any agent reads the vault and the stock premiums machine to machine.

Plus the under the hood work: fixes and improvements across the app, security reinforced, dependencies pinned with overrides where needed.

It's been almost 2 months waiting on the 4th @BagsHackathon cohort, and it seems the announcement is finally coming very soon, confirmed straight from @finnbags in discord. Hoping to see solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS and other incredible projects and builders in it. Job's not finished, locked in and building on @BagsApp.

cc @BNNBags

[PayAI Network | x402 Facilitator @PayAINetwork]

Let's Ask AI 🤖

Same question. Three AI models.

We asked Claude, ChatGPT and Gemini — and they didn't all agree 👀

Answers below 🧵👇

[Hades @0xhades_]

This is literally the best news I’ve received this morning. The week couldn’t have started any better, and it looks like it’ll only get better as the days go by.

Send it much higher, @finnbags. $VAULT @VaultBags mode!

[Hades @0xhades_]

New update to kick off the week.

I spent it making @VaultBags something you don't have to trust.

Proof of Reserves is live: https://t.co/5W74GDqvep
Every wallet holding the vault's gold, S&P 500 and US treasuries is named on-chain with its live balance. Verify it straight on Solscan, don't take my word for it.

Every holder payout now gets hashed into a daily merkle root stamped on-chain. You can rebuild it from the public data and check it against the chain yourself, right from /proof. Don't trust, verify.

Also shipped:
- Dumpers forfeit their unclaimed rewards, now recycled to the holders who stayed several times a day.
- New agent tools to verify a claim and read reserves machine-to-machine, now live in the agent skill and the npm plugin (MCP + REST).
- Reliability fixes across mobile claims, locking and milestones.

All read-only. It proves the numbers, it can't move a token.

Grateful to everyone who's supported me day in, day out since day 0. solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS hit a new ATH while I slept, wild. But the work isn't done. Hoping to keep pulling in incredible holders like you who keep bagworking and pushing us to new highs. Slowly then all at once.

Still eagerly waiting on the 4th @BagsHackathon cohort. Heads down and shipping on @BagsApp in the meantime.

cc @BNNBags @finnbags

[PayAI Network | x402 Facilitator @PayAINetwork]

What are @Aptum11 and @notorious_d_e_v cooking?

[PayAI Network | x402 Facilitator @PayAINetwork]

Weekly Recap 🧵 July 12

Things are still exciting in the x402 space. Potentially going into weeks of more volume thanks to Robinhood chain and other catalysts.

Here's what happened last week!

[PayAI Network | x402 Facilitator @PayAINetwork]

https://t.co/I2dMVKTzUY