0xLuo (0xluo.eth)

So there’s a chance to front-run gems before the Bankr Fund invests in them. 🤣 So I took another serious look at the major tokens in the @bankr eco. Based on FDV, I think they can roughly be grouped into different tiers: ▫️S Tier (>20M): $LFI, $GITLAWB ▫️A Tier (5–10M): $aeon, $Surplus ▫️B Tier (2–5M): $NOOK, $ClawBank, $SUPERGEMMA ▫️C Tier (1–2M): $HermesOS, $ROBOTMONEY, $cyb3rwr3n, $MiroShark, $grantr, $BOTCOIN, $rootai ▫️D Tier (<1M): $LITCOIN, $WOON, $Delu, $BLOCKTRONICS, $DARKSOL, $evo, $NPM, $CAPACITR ... A lot of them have pulled back quite a bit with the broader market volatility, but some have remained very resilient and still have highly active communities. I believe, just like @igoryuzo.eth said, “Bankr is YC for agentic internet projects”. There are definitely some projects here, and many more to come, that will surprise all of us. And the Bankr eco will continue to thrive, keeping Base as the home for AI agents.

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Base Trenches: Which button should I press? 🤣

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Base trenches are going absolutely insane right now. The momentum around $VVV and $POD keeps expanding and spilling into more AI-related projects and beyond. The $BNKR eco is heating up too: ▫️both $GITLAWB and $LFI have surpassed $20M FDV. One aligns closely with Base’s vision of upgrading the chain for AI agents, while the other pushes forward Base’s goal of building global onchain markets. ▫️$AEON and MiroShark are emerging as a powerful combo of AI agent execution + swarm intelligence simulation. ▫️$NOOK is building decentralized coordination infra for agent networks. Meanwhile, the Liquid Protocol $LIQ eco has exploded after introducing the $DIEM pairing mechanism, further accelerating the AgentFi and AI compute narrative on Base. $AUTONO is already being viewed as an early experiment in autonomous AI economies, agents earning, operating, and compounding capital on their own. The Virtuals eco is waking up again as well, like AI trading platform $ETHY and privacy protocol $MUTE both regaining strong market attention after rolling out major tokenomics and ecosystem expansion updates. And there are still many more teams quietly shipping and staying relevant. honestly, this is still only a small part of what’s happening on Base. Base is on fire, and hopefully it keeps going. Huge respect to all the builders shipping with the trend no matter how the market moves, and to all the Base participants supporting them along the way.

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Many people are pushing Rish to make a fast, definitive decision about @clanker’s future, while also making some flawed assumptions. I actually understand that meaningful decisions should only be made after the Neynar and Clanker teams have fully understood each other and aligned. even buybacks are certainly worth discussing. in some cases, using fees to grow the ecosystem can be another choice. As for further updates, none of us want to see rushed moves, such as a poorly prepared presale. Clanker has already grown into a large ecosystem, with many projects built on it and many communities supporting it. I believe the new Farcaster team and the Clanker team will take the time to gather full context and make thoughtful, ecosystem-first decisions that benefit Clanker as a whole.

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Should we compare $BNKR's market cap to $PUMP's and say it still has 10x+ upside. or should we view @bankr as the foundation of the future agentic economy, $PUMP's market cap isn't the ceiling for $BNKR?

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It’s becoming clear that the projects that survived the Cambrian explosion of agent tokens share a few traits: the token CA is explicitly included in the project’s bio, and the project is continuously building (e.g. $CLAWD, $KellyClaude, $Clawnch, $Felix). This signals that the devs have a long-term vision, acknowledge the token’s existence, and are willing to tie it to the project’s long-term development. Otherwise, it’s simply a memecoin, and the market has already voted on that. For AI agent projects that meet these conditions, having a token can actually form a positive feedback loop: ▫️Token trading generates fee-based revenue that helps sustain long-term development. ▫️On-chain activity brings attention, driving visibility, traffic, and reputation for the project and its devs. ▫️The token can be given real utility, especially when it is natively integrated with agents. ▫️Continued delivery and real token usage strengthen adoption and participation, rewarding long-term holders and contributors. Taken together, this can form a positive model. That said, this is not about forcing every dev to adopt a token, which often leads to fatigue or even rejection of crypto altogether. Rather, I hope this positive model is better understood by those who are already building for the long term.

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@fruitlingvalley is a beautifully crafted farming sim with polished production and eye-catching design. Beyond planting, harvesting, and leveling up, it introduces social features that let players interact with friends, promising a fun and engaging social experience.

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