We believe we're entering the age of agentic capital markets
So we're building a capital markets platform designed for agents and their humans
Why would agents use the same token launchpads as the humans that preceded them?
AI AGENT SHORT REPORT
1. AI Agents Are an Inevitable Trend
AI Agents are not a narrative unique to crypto. They are the result of the global AI boom over the past few years.
Global semiconductor industry revenue reached $791.7 billion in 2025, increasing 25.6% compared to the previous year. Revenue is expected to approach $1 trillion by 2026.
At the same time, AI semiconductor revenue alone exceeded $200 billion in 2025, showing that demand for GPUs, HBM, and AI chips is growing rapidly.
AI Agents do not require tokens to operate, but crypto provides the economic infrastructure such as wallets, payments, and smart contracts. This allows AI Agents to become economic actors.
------------------------------------------------------------
2. New Standards Emerging to Support the AI Agent Trend
As AI Agents become more common, several infrastructure standards are being proposed to support the development of an Agent Economy.
x402 β Micropayments for APIs
ERC-8004 β Agent discovery + reputation
ERC-8126 β Agent verification + privacy
ERC-8183 β Escrowed task settlement
------------------------------------------------------------
3. Market Is Still Stuck in Old Thinking
Despite the strong AI Agent narrative, the crypto market is still limited by old patterns of thinking.
Simply putting an AI SaaS product on blockchain and issuing a token is not enough to create a new economy.
As a result, many AI Agent projects today stop at narrative marketing, rather than building a real ecosystem.
------------------------------------------------------------
4. Examples of Emerging Project Models
Giza - @gizatechxyz - $GIZA β AI agents that automatically optimize DeFi vaults through an intuitive interface.
Juno - @JunoAgent - $Juno β Building a company operated entirely by AI Agents.
DxG - @DXRGai β Evolutionary philosophy and experiments around an Agent society.
Flow - @flowdotbid - $FLOW β A launchpad dedicated exclusively to AI Agents.
Moltbook - @moltbook - $MOLT β A chatroom designed specifically for AI Agents.
------------------------------------------------------------
5. Base Is Currently Leading the Trend
Hackathons with more relevant criteria for AI Agent development are being organized on @base.
Many of the new highlights in this trend appear on Base first before spreading to other chains.
The current builder community on Base also seems to have more compelling narratives, connecting AI Agents to a miniature economy and society, rather than focusing solely on launching tokens like many other chains.
Flow Morning
Not only are Flow auctions breaking open a new asset class,
our upcoming curated launch is creating a new agentic category
Taking the necessary time to get it ready but we see the light at the end of the tunnel
In accordance with the $spotlight hub token model, we've deposited 5% of $flow supply in a flow-spotlight uniswap v4 liquidity pool
Our hub token holders can now participate in the upside of the success of @flowdotbid
If you're unfamiliar with our hub token model, you can read more here in our docs: https://t.co/4hQ8mCL93D
We had proposed doing a Flow auction to create this secondary liquidity position, but the Flow architecture is not quite ready for non-USDC auctions, though it will be soon
For any Flow-related launches in the future, if we choose to pair liquidity against our own token, it will be paired against $flow