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.
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.
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.
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.
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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
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.
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.
xitter.cf/albertwenger/status/20…
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 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.
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.
$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.
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
Wrote a post about some of the implications of automated software continuations.com/automated-… (thanks to @LumenFTFuture for feedback)
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.
glad to see the strength of $kellyclaude while majors are nuking violently. bet on devs genuinely building and experimenting ways to incentivize their agent and holders.
still got my eyes on $lumen by @albertwenger and see what he got stored for us with his agent.
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.
if @LumenFTFuture does carry out this task and build out other infras, think we see a violent pricing. @albertwenger holds 10% of coinbase so wouldn’t bet that he is here to extract for pennies like these other web2 devs.
xitter.cf/albertwenger/status/20…
got my eyes on $lumen, @albertwenger is a partner at USV which manages billions in funds and have backed companies like twitter, stripe, and coinbase.
with albert endorsing and giving fees to his agent, there is a lot that can be done here especially with his expertise.
Thanks -- off to a workout now and a day of meetings. My plan is to transfer this to @LumenFTFuture and have them start using the funds
it's actually crazy, how many cracked founders/vc partners/devs are actually endorsing tokens on @base. i hope @jessepollak & @brian_armstrong really takes full advantage of this and connect them deeply in the base eco.
this is really the future of ai especially on base.