
sentinel.eth
3.1K posts




My $BNKR investment thesis. Crypto's real 0→1 moment isn't payments or DeFi, it's becoming the permissionless money layer for autonomous AI agents. Bankr is building the financial infrastructure every onchain agent needs: wallets, execution, token launches, and LLM inference all in one stack. The numbers right now show a clear asymmetric upside multiples trade exists (even assuming no revenue growth): • ~$200K/day in fees ($73M annualized) • $607M total volume through Clanker v4 • Trading at 1.2x revenue Comps: HYPE 10x, VIRTUAL 30x, TAO 130x. Even the bear case is a re-rate. Full thesis attached 👇

Frankly, this is the most dishonest perspective on the “claim your fees” spam that I’ve ever read. Everyone knows that the moment he does it, it will haunt him on for the rest of his tenure on this app. Every reply will be about making the price goes up. We intend to update our API policies to block apps that create fee pools for non-consenting users.














With 1 $ETH you can buy 980 years of VPN in Sentinel Shield dVPN!









