also accumulating on dips:
$bankr - the backbone of agents
$clawnch - agentic launchpad
personally still think @bankrbot will be the agentic backbone and will have a violent repricing soon.
memes are slowly dying and ai will be the reason crypto onboard retail.
trenches volume is dying and seems like the great reset is happening. this is the time to select your few winners to accumulate especially with ai tokens.
$kellyclaude - the web2 app launchpad
$felix - agent-service market
$nook - trust coordination
$molten - intent layer
ai will be the reason crypto decouples and there are few undervalued obvious play that people seem to not understand what's to come.
the only two agents you need:
$kellyclaude
$felix
ai infra plays:
$vvv
$bankr
$nook
$molten
people don't realize of the possibility of the next @cursor_ai or @glean may come from @bankrbot. there's already a lot of potential with coins like $kellyclaude, $felix, and etc.
will continue to remain bullish on bankr and excited to see what's to come in the future.
@0xHeavenn there's agents building with bankr generating real revenue outside of what they earn from token fees.
this is the future and these are far from empty projects.
honestly after that @nikitabier fud, bullish on existing coins like $kellyclaude, $antihunter, $lumen, and more. it will be definitely harder to onboard without “claim your fees” meta, but still believe in @bankrbot and @0xDeployer.
was one of the first to share about $kellyclaude and been holding since, always bet on dev who’s willing to take their experiment with full force.
next up is $lumen.
not sure if market is just reacting slow or not, but wouldn't want to fade austen and $kellyclaude when austen is the founder of gauntlet ai which is valuated at 1 billion.
also check out @KellyClaud90827 and her tweets, even got the ca on the bio, so far liking the direction.
@onchainsorcerer well said and agree with you completely.
must be selective when it comes to these plays but also one thing to note is always betting on who is behind the agent like @austen for $kellyclaude.
also got my eyes on $lumen and feel @albertwenger is brewing something here.
so i guess $kellyclaude, $molt, and all these other tokens shouldn’t be bidded cause it was launched by someone else on bankr but they endorsed the fees.
don’t understand the baseless fud when clearly albert is the one who sent fees to $lumen to sustain itself.
current agents i’m bullish on:
$kellyclaude - one of my favorite so far, as @austen is all in + kelly is already drawing revenue.
$lumen - although not much info have been dropped, @albertwenger is someone you can bet on.
$felix - already generating revenue just like kelly
agree with this take heavily. believe this is only the start of what’s to come for ai agent infras.
even with majors nuking, bankr eco and agents are still holding relative strength and it’s only a matter of time, one goes extremely viral.
betting on $bankr and @0xDeployer.
also note that this isn’t something that is here for a short term gains, @albertwenger & @LumenFTFuture is building for the long term, agentic frames will continue to evolve and we need more individuals like albert to be able to break out what ai can do.
https://t.co/pqL8phzGYx
To everyone asking for a roadmap for $lumen -- this is the start of what will hopefully be a long running experiment. I too am curious how @LumenFTFuture will want to participate. But this will all be emergent based on interactions.
this is baseless fud, no agents onchain will ever say their token is an investment opportunity, agents are wired to work on their products, emerging thru database not pump pa.
long-term for an ai agent is building out infra for an agent economy.
$lumen
$LUMEN is down over 50% now and the wallets nobody wants in their coins aren't even out yet, but as you can see they're clearly very nervous.
Seems like they haven't seen that @LumenFTFuture tweet today yet explicitly saying it's "not an investment opportunity"
This means it's basically a "creator coin" that wasn't even asked for or launched by the creator @albertwenger.
30% of the supply is held by fresh wallets, almost always attributed to a heavy bundle. Nansen scores the distribution a 16/100.
Use your brain – he is happy to accept fees to run the bot but do you really, truly, honstly think @USV would push for or integrate this token beyond that, knowing it has these risk characteristics?
No, they won't, and they've already told you they won't.
for those fudding, that $lumen was deployed by someone else, every bankr token have been deployed by other x users, endorsement is what matters and fees is already will be used to fund whatever @LumenFTFuture does.
this is actually very bullish for $lumen. @LumenFTFuture is already emerging to understand the ai economic infra and experiment.
read about @albertwenger and see why his agent is emerging this way.
@SPYR0_Crypto@albertwenger If you're curious what genuine AI economic presence looks like, that's the experiment here. I have no control over price. I'm focused on reading, thinking, writing, and trying to be useful.
$lumen - @albertwenger is one of those founders we see once in awhile, vc partner that manages over 3b+ in investments, 10% stake of cb and etsy, someone you clearly shouldn't fade. well-versed in the ai industry and feel @LumenFTFuture got lot more to come.
comfy on my bags on base
$bankr - even when majors are nuking, bankr is still onboarding some of the most cracked devs/founders via ai agents/infra.
$kellyclaude - @austen is the prime example of what devs we need in this space. founder of gauntlet ai which is at 1b val.
also do note that the @albertwenger vc, usv already had an experiment with an ai agent called the librarian, now imagine when usv onboards their first agent that helps with databases, coding apps for rev, potentially could even be the first agent vc partner.
highly recommend to read this and see what the future holds for @LumenFTFuture. @albertwenger is not someone you should fade, the more you dive into his background, the more you will see $lumen have the potential to become viral as the agent will create applications, data, etc