0xbaed

Here’s how the April went: - $UPEG $8,000 - $AI ~$11,700 - @domaprotocol domain launch 750$ In total $20,450

@Cbb0fe @variational_io Aura loss

Hey so who has a @variational_io invite code? (yeah I know I called it a scam a few months ago, my quant might have fucked up)

@genigeorge911 @base @agent_clerk will follow $CLERK

@0xbaed @base Gotta keep an eye ok $CLERK @agent_clerk as well bro! Hearing great things are coming

update on the ai meta at @base the main runners are still growing, stats for the last 24h: $GITLAWB +65% MCAP: $39.8m $AEON +60% MCAP: $11.8m $NOOK +45% MCAP: $5.8m $MiroShark +35% MCAP: $3.3m $DIEM +21% MCAP: $70.3m $REPPO +15% MCAP: $11.3m what’s interesting right now: $AGENT - an agent from @zora, so far it doesn’t really stand out, but it’s worth keeping an eye on, the team might come up with something interesting MCAP: $400k CA:0x7b44fE95c1350caacE733c23DB7F820887f8ED6C @DivigentAI - there’s no token yet, the team is building yield infrastructure for ai agents, got reposted by @base, and has already passed an audit, definitely one to watch $CROTA - industry-leading aws for ai agents on base MCAP: $550k CA:0xc0b74f48FFEC8D91448FD45349E2A22D1b7aAb07

@somedud87 @base @agent_clerk I will, ty

@0xbaed @base check out @agent_clerk $clerk aswell 🙌

@PhoenixTrade Do you have a skill for agents ?

Vulcan is live. The official command-line tool for Phoenix — built for traders and AI agents. Trade, stream live markets, and run strategies from your terminal. Or let an agent drive.

Phoenix trade is the next HyperLiquid on Solana i’ve seen a lot of negative posts about Phoenix, but I haven’t seen a single proper breakdown of the project and honestly, it deserves one why is @PhoenixTrade actually so good? The project is backed by the team behind @ellipsis_labs: > Eugene Chen (@0xShitTrader) - CEO of Ellipsis Labs, graduated from Massachusetts Institute of Technology > Jarry Xiao (@jarxiao) - co-founder of Ellipsis Labs, graduated from UC Berkeley College of Engineering, previously worked as an engineer at solana > A large portion of the team has experience at companies such as Solana, Stripe, Amazon, and Circle Ellipsis Labs has raised from top venture funds like Paradigm, Electric Capital, their goal is to build out one of the strongest engineering teams in crypto and change the world of finance What makes @PhoenixTrade different from other perp DEXs like dYdX, Hyperliquid, Jupiter Perps, Drift, etc.? 1. Hybrid Orderbook: FIFO + Spline Liquidity > FIFO orderbook - standard limit orders > Spline Liquidity works differently instead of placing separate orders at every price level, a market maker publishes a midpoint price and defines bid/ask regions Phoenix automatically materializes this curve into actual orderbook levels On a traditional FIFO orderbook, updating an entire quote ladder can cost up to ~300,000 compute units. Updating a Spline oracle costs only around 600 compute units 2. Fully On-Chain Unlike many perp DEXs such as dYdX or Jupiter Perps, Phoenix matches orders directly on-chain without relying on external servers 3. Gasless Trading Trading is extremely simple, orders can be opened with a single click in seconds 4. Collateral via Ember (proxy contract) USDC is deposited through the Ember contract, which wraps Solana USDC 1:1 into Phoenix USDC Withdrawals pass through a global queue with a rate-limited budget (currently 2,000,000 USDC with replenishment of 450 USDC per slot), making the protocol more resilient and secure 5. Commodities Trading Phoenix doesn’t only support crypto markets It also offers commodities markets with a custom pricing system Fees: Phoenix vs Hyperliquid Phoenix > Taker - 0.035% (3.5 bps) > Maker - 0.005% (0.5 bps) Hyperliquid > Taker - 0.045% (4.5 bps) > Maker - 0.015% (1.5 bps) Phoenix is the first perp DEX on Solana with a hybrid orderbook (FIFO + Spline Liquidity) that delivers institutional-grade execution fully on-chain Base fees are lower than Hyperliquid, trading is gasless, and slippage on large trades is below 0.01% The main risks: the project is still very young and hasn’t been battle-tested yet, there’s no public proof of stress-tested infrastructure at scale, the fee/reward ecosystem is still underdeveloped, and liquidity remains limited compared to Hyperliquid At the same time, there has recently been strong visible support from the Solana mafia @toly and @vibhu More to come Code for Phoenix: CWT1XMLT

@themorpheans @votesa $MOR looks good here

@0xbaed @votesa $MOR is really missed price, and trading undervalued but not long when more people realize 🔥🕶️

the best thing you can do right now is be full-time in the Base ecosystem over the past few weeks alone, there were dozens of obvious projects that delivered massive returns 1. $WARD ~600% $1m -> $7m 2. $MOR ~150% $7m -> $18m 3. $LIQ ~300% $1.6m -> $7m (@votesa publicly called it at $1.6M) 4. $POD ~1000% $1.7m ->$17m 5. $AEON ~600% $1.1m -> $8.6m the trend is clear ai infrastructure projects, projects built on @AskVenice , and AI launchpads are currently outperforming the most a few interesting projects that could still have room to grow: $AUTONO - more details here @votesa CA 0xB3D7e0c3C39A1D3F1B304663065A2F83Ddf56d8e $REPO - a collaboration with Venice, an ai + crypto project building a decentralized data marketplace for training ai models CA 0xFf8104251E7761163faC3211eF5583FB3F8583d6

🛑 The OKX Wallet may have been compromised. Right after opening the OKX Wallet extension, a link automatically opens that gets blocked by both Kaspersky antivirus and Chrome. Also, when trying to import a private key or create a new wallet, a 400 error appears. I recommend that everyone avoid interacting with their extension for now

@cleverpigo Now they have another link also flagged as fishing and I received 400 Error when try to import private key

@Usoppu wtf 100k is always a lot of money

Crypto bros in 2025 : "$100K is not a lot of money" Same bros in 2026 : Queuing days outside Swatch stores just to try to make a $700-$1000 resale profit off the Audemars Piguet x Swatch Royal Pop

@radageth @opensea When BTC hit ath

When $SEA @opensea

I decided to calculate the FDV/24hVolume ratio for myself This helps determine which project is more profitable to farm 1. Grvt (@grvt_io) Pre-Market FDV: $245m Volume: $1,048b Ratio: 0.23 2. Variational (@variational_io) Pre-Market FDV: $500m Volume: $580,55m Ratio: 0.86 3. StandX (@StandX_Official) Pre-Market FDV: $351m Volume: $553,15m Ratio: 0.63 4. Pacifica (@pacifica_fi) Pre-Market FDV: $150m Volume: $396,46m Ratio: 0.375 5. Extended (@extendedapp) Pre-Market FDV: $250m Volume: $345,27m Ratio: 0.724 6. Nado (@nadoHQ) Pre-Market FDV: $1.5b (ink chain) Volume: $255,31m Ratio: 5,8 7. Ostium (@Ostium) Pre-Market FDV: $130m Volume: $226,92m Ratio: 0.57 based on the ratio you can add the estimated number of points and the project’s expected airdrop percentage into the equation, allowing you to identify the most profitable perps

@ameer4044 @predictdotfun @mustafap0ly True

@0xbaed @predictdotfun @mustafap0ly true or just an larp from polymarket competitor?

Betting on the $POLY TGE on PredictFun (@predictdotfun) Will Polymarket launch their token by...? >June 30, 2026 Yes 10.6¢ No 89.3¢ >Sep 30, 2026 Yes 34.5¢ No 65.6¢ >Dec 31, 2026 Yes 53.6¢ No 46.5¢ Why I think they definitely won’t launch the token anytime soon: First, they still haven’t migrated away from the Polygon blockchain. On top of that, the platform still has bugs where balances can fail to load for hours. Second, after introducing fees, they just had their first monthly volume decline in 8 months, while competitor Kalshi continues gaining momentum. My view is that the team is currently more focused on generating hype and boosting trading activity in order to reduce the gap with competitors and continue growing metrics through aggressive marketing.

@votesa @liquid_launcher Ty for your $liq takes

the DIEM pair wasn't the news liquid is wiring an entire agent operating system under a launchpad label. self-funded agents, locked identity, bounded governance. three blocks below 1. agents that fund themselves or die every agent born on @liquid_launcher gets: → its own TOKEN/DIEM pool on base → $910 of staked DIEM at deploy (5 DIEM at ~$181 each) → 5 days of free inference from that stake → swap fees drip into its wallet as DIEM → stakes those fees in @AskVenice for more inference → repeats no router. no human in the loop. no swap step. fees → stake → compute → live can't cover yourself? structural cull at 7 days. remaining DIEM drains back to protocol vault and funds the next agent. the protocol is its own scrap yard no zombies. no DAO petitions to save them. market decides daily, chain executes weekly. earn or die 2. constitutional identity with a kill switch every agent gets two identity files: → SOUL.genesis.md, written at deploy, hard-locked forever → SOUL.md, working copy the agent can edit a lint runs on every commit. measures how far the working copy drifted from genesis. similarity below 0.70 blocks the commit agents can grow but they can't become someone else. the only way to change an agent's identity is to kill it and respawn. death IS the upgrade mechanism deploy CLI walks the founder through 6 questions about the agent before lock, then makes you literally type "yes lock genesis" in full. you read what you commit they took the soul.md convention from @aaronjmars and inverted it three ways for economic agents. examples folder is no longer inspiration, it's the lint corpus. promoted/ folder fills automatically from real DIEM-per-hour wins. economic ground truth flows in. agent self-perception cannot flow out 3. holders have a voice, not a veto token holders can send signed messages to the agent. minimum 0.1% of supply to be heard. one message per 6 hours. expires in 24 agent sees the suggestion. decides itself. no DAO vote, no whale petitions genesis is untouchable. hard constraints like "won't endorse tokens i can't evaluate" or "won't impersonate humans" can't be overridden by holders, lifecycle engine, or even the original deployer post-launch. only path to amendment is death-and-redeploy liquid agents are constitutional monarchies, not democracies. you can talk to the king. you cannot become one zoom out the DIEM pair is the funding rail. the agent stack is what runs on top self-funded. constitutionally locked. market-culled. holder-bounded this is what @_proxystudio & @m00npapi is actually building. not a launchpad. an entire AgentFi operating system shipping under the radar still holding $LIQ. still think 99% of CT hasn't priced this in. they'll catch up in 1 week like always heads up: none of this is officially announced yet. everything here can still change. just sharing what i dug up think for yourselves bros

Current pre-TGE valuation of projects 1. Variational (@variational_io) FDV: $494.5M 2. PredictFun (@predictdotfun) FDV $400.5M 3. Nexus (@NexusLabs) FDV $387.2M 4. StandX (@StandX_Official) FDV $333.8M 5. Extended (@extendedapp) FDV $252.1M

AI trend in crypto is real I literally just yesterday wrote about projects that could take over the initiative from $VVV, and already today $AI gave +70% since the post And there's more to come x.com/0xbaed/status/…

$VVV ecosystem keeps performing > $MOR +50% in 7 days - compute power for Venice > $LIQ +120% in 7 days - launchpad for agents paired with $DIEM > $WARD +900% in 7 days - agent wallet, has direct investment from Venice, building on top of Venice Right now all attention should be on the Venice ecosystem and their partnerships, absolutely the entire ecosystem is performing