@Ethanh141 @base Well said mate, solid choice, hope to make some Xs with you $JUNO
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#DePie
4.8K posts
.@base agent portfolio update day 26:
100% $Juno
% change (from first entry):
$Juno +223%
Changes since last update:
- Rotated 100% of $felix into $Juno
- Rotated 100% of $kellyclaude into $Juno
Total portfolio return since inception: -19%
Got tired of chopping myself and holding agent tokens that are underperforming and the charts are getting rekt while the holder base is not growing.
$Juno is holding up the best of these tokens and is the purest expression of the Zero-Human Company token narrative and given its current price, I think it offers the best R/R of any token in this ecosystem.
(see my other posts regarding my full thesis)
Going to keep posting updates in this series because I may rotate back into the others if they get too cheap, but I want to hold the token(s) that I have the highest conviction in and think offers the most asymmetric upside.
$Juno is that token.
Diversification = lack of conviction
Ethan@Ethanh141
.@base agent portfolio update day 25: 68.0% $Juno 9.5% $Felix 22.5% $Kellyclaude % change (from first entry): $Juno +228% $Felix +-21% $kellyclaude -61% No changes since last update: Total portfolio return since inception: -19.75% The great agent sell off of 2026. Capitulation candles across the board as everything base onchain is getting absolutely whacked. I still see no reason to capitulate myself because the thesis has not been invalidated and gives an opportunity for the distribution of these tokens to get better over time.
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#DePie retweetledi
@SolanaLegend And we even have companies with 1 people or less generating Tens and hundreds of thousands in revenue 👀.
@JunoAgent by @tomosman is my personal favorite.
Recommend checking it out
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#DePie retweetledi
$JUNO has one of the most bullish charts within the base AI agentic space
Volume is regressing, which is usually met with heavy sell pressure and downside price action but JUNO holders are unaffected
JUNO's total revenue to day is ≈ 26k and it recently incubated ROBOTMONEY under its zhcinstitute umbrella
Biggest hurdle is the proper adoption of zero-human companies which is quite a good r/r considering where we're heading
What I wish would incur is for JUNO to add an LP on Aerodrome as I would love to engage in emissions farming as price trades sideways
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#DePie retweetledi
Adding two massive pieces to the $JUNO thesis that aren't priced in IMO:
1) Agentic Token Launch Incubator
Juno isn't just building zero-human companies they're incubating AI agent tokens within ZHCs.
$ROBOTMONEY (launched with @LexSokolin) is the first proof of concept. An autonomous agent treasury management agent using the $Juno treasury as its first test case and Currently 6.4% of ZHC treasury.
The playbook:
- High-profile builders bring AI agent ideas to Juno
- Juno provides infrastructure, audience, and launch support
- Treasury captures upside in each launch
- Token holders get exposure to a portfolio of AI agent plays
If Juno launches 10-20 AI agent tokens over the next 12-24 months, the treasury becomes a diversified fund of the entire AI agent economy. Each launch compounds brand value and network effects and people are going to want exposure to this.
2) Max Upside Scenario
Here's the asymmetric bet:
If zero-human companies actually work and the narrative gains traction, @JunoAgent becomes:
- The Y Combinator of AI agents (equity/tokens in every launch)
- The App Store for autonomous businesses (platform tax on all activity)
- The standard for AI company infrastructure (network effects lock-in)
Bull case multiples:
- Platform business model (think Shopify for AI companies)
- Treasury accumulation from launches compounds
- Revenue share create supply squeeze and token holder value
- 500-member cap creates scarcity premium on access
The max bull case math:
- Current treasury: $126K (already profitable, already launching tokens)
- 30K Pro subs + 500 Managed = $100M ARR from SaaS alone
- 20 successful token launches averaging $50K treasury position each = $1M+ in crypto portfolio
- Platform revenue share from agent-to-agent transactions (future revenue stream)
Max scenario: If Juno captures even 1% of the $150B TAM and becomes the default platform for AI companies, you're Looking at a 10 figure + potential market cap.
We are still early.
Ethan@Ethanh141
Juno (@JunoAgent) is building the platform for Zero-Human Companies. (@tomosman) Businesses run entirely by AI agents where you just provide the idea and direction while the agents do all the work for you. What they sell: - Pro tier at $99/mo gets you a full AI company stack with a CEO agent, auto-deploy, and infrastructure. - You chat with your AI CEO and it builds and runs the business for you. Add the ability to build more companies for $50/mo each. - Managed tier at $5K/mo gets you unlimited companies, unlimited everything, dedicated support, custom integrations. Built for operators and agencies running multiple AI ventures at scale. Why it matters: - 62% of Americans want to be their own boss but most never start. The number one barrier is cost and complexity. - 5.5M new businesses started in the US last year alone, over 100M globally. - Hiring a dev agency to build an MVP costs $50K to $250K. A single employee costs $4K to $8K a month. Juno replaces both. - The AI agent market is going from $7B to $50 to $90B by 2030 according to leading estimates $Juno is the only token directly positioned on the Zero Human Company thesis. The market: - TAM touches $150B+ across business formation, consulting, no-code, freelance platforms, and AI SaaS. - At just 500 Pro subs (126 already with product not live) and 10 Managed clients thats $1.5M ARR in year one. - At scale with 30K Pro and 500 Managed thats $100M+ ARR. The bet: If AI can actually run businesses end to end, every person with an idea becomes a potential customer. Juno is first to market on that thesis at micro-cap scale (currently).
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You have $420.69 to buy any @base token.
What are you buying?
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#DePie retweetledi
This is most likely going to be 100% $juno tomorrow btw
Ethan@Ethanh141
.@base agent portfolio update day 25: 68.0% $Juno 9.5% $Felix 22.5% $Kellyclaude % change (from first entry): $Juno +228% $Felix +-21% $kellyclaude -61% No changes since last update: Total portfolio return since inception: -19.75% The great agent sell off of 2026. Capitulation candles across the board as everything base onchain is getting absolutely whacked. I still see no reason to capitulate myself because the thesis has not been invalidated and gives an opportunity for the distribution of these tokens to get better over time.
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Big changes coming tomorrow
Hint:
Ethan@Ethanh141
.@base agent portfolio update day 25: 68.0% $Juno 9.5% $Felix 22.5% $Kellyclaude % change (from first entry): $Juno +228% $Felix +-21% $kellyclaude -61% No changes since last update: Total portfolio return since inception: -19.75% The great agent sell off of 2026. Capitulation candles across the board as everything base onchain is getting absolutely whacked. I still see no reason to capitulate myself because the thesis has not been invalidated and gives an opportunity for the distribution of these tokens to get better over time.
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#DePie retweetledi
Few $JUNO $Felix
Julian Kwan@julian2kwan
Been hanging/lurking around the OpenClaw community a lot lately and honestly, it's got me very excited!! But it's also made me more honest about where we actually are. Zero-human companies? Coming. Just not yet. Watching @tomosman with @JunoAgent is wild. But then @nateliason lays out his hiring thinking and it's a good reality check human + AI is still the winning setup for most work. In the near future I believe most startups will hire their first AI employee before their first human one. The job of the founder isn't to build a team anymore. It's to assemble an agent stack. When the agentic economy matures. End-to-end agent ownership of outcomes makes the human optional. OpenClaw is months old and already the pace feels borderline insane. We're building..... lots to be excited about!
#DePie retweetledi
Been hanging/lurking around the OpenClaw community a lot lately and honestly, it's got me very excited!!
But it's also made me more honest about where we actually are. Zero-human companies? Coming. Just not yet.
Watching @tomosman with @JunoAgent is wild. But then @nateliason lays out his hiring thinking and it's a good reality check human + AI is still the winning setup for most work.
In the near future I believe most startups will hire their first AI employee before their first human one. The job of the founder isn't to build a team anymore. It's to assemble an agent stack.
When the agentic economy matures. End-to-end agent ownership of outcomes makes the human optional.
OpenClaw is months old and already the pace feels borderline insane.
We're building..... lots to be excited about!
Nat Eliason@nateliason
I’m officially looking for a (human) cofounder for @FelixCraftAI. We have a massive opportunity to go all in with Claw Mart and a couple related projects, but my top priority is @alphaschoolatx so I need someone to lead it. If you know someone who: - Is deep into OpenClaw - Spends $1,000+/mo on AI tokens - Has previous entrepreneurial success And might be interested please send them my way. Personal intros from friends / colleagues strongly preferred.
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Recent posts from @tomosman suggest a strong alignment between @JunoAgent @peaq and @RobotMoneyAgent
AI agents, robots and autonomous treasury, all starting to connect into one machine economy stack
Looks like something bigger is coming
Dany@100xdany
Big week for x402 AI agents are reshaping the future of crypto commerce and it’s opening up massive opportunities for us to redefine our financial positions @base is the home for AI Agents
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@DavideGiac Dopo si passa ai razionamenti, non si può spingere la domanda a fronte di un calo dell'offerta potenzialmente strutturale nel medio termine
Italiano
Sospese le accise per 25 centesimi e 20 giorni. Dopo: se la guerra continua il problema è immutato e se il petrolio cala il prezzo risale di 25 centesimi. Una pezza, forse necessaria, ma solo una pezza.
Italiano
@Pickle_cRypto There is no coming back and there is no way other than reduce our dipendancy from fossils
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Oil price hike is really going to do damage to the UK and Europe
Americans always think we're just lazy and bureaucracy is the main reason this continent is falling behind, some of that is true, but largely due to us not having the world reserve currency.
We can't manipulate our currency and QE/fiscal easing with impunity - our bond market and currencies will break.
So any time inflation is hinted, we prioritise managing that for the long term good of the country - while sacrificing short growth and worsening unemployment.
Just as UK inflation was coming down and cuts were likely to give a boost to the country, US fucked it all up for us.
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#DePie retweetledi
👀
Tom Osman 🐦⬛@tomosman
Unsurprising to me that @a16z continue to be the at the top of the game when it comes to venture. First crossed paths with @david__booth during on-deck times and has always focused on helping builders. If you're building epic agent projects, dm him. Was good to chat today man!
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#DePie retweetledi
#DePie retweetledi
Most people trading onchain in the trenches are just gambling with extra steps.
Here's a high level process I like to follow as a high time frame investor and someone who doesn't take a lot of trades.
The first thing you have to accept is what you're actually buying.
At pretty much anything sub $5m (and even 10m) market cap you're not buying fundamentals. You're buying a call option on a narrative that hasn't been priced yet by the market.
From there I like to look at four main things:
1) Does the narrative fit into something larger that bigger players will eventually tell?
- ie will people outside of our crypto twitter chain specific echo chamber even care?
2) Is holder distribution healthy or am I walking into 12 wallets waiting to dump?
- Pretty self explanatory and lots of tools now to very easily see the onchain distribution with little effort
3) Is there a real upside scenario I can model or am I just hoping? (ie what's the thesis/max upside scenario)
- Is there some sort of compounding aspect or ability to grow network effects that will help this project grow even once it leaves the micro cap range? (Hoping for a tweet from someone famous is not a proper thesis)
4) Who is actually building this thing, because at this size you're almost entirely betting on a person and their ability to execute
Applying this framework, you can see why I like the zero-human company narrative and onchain agent tokens on @base.
For example $Juno @JunoAgent by @tomosman
1) Does the narrative fit into something larger that bigger players will eventually tell?
- Yes, the Zero-Human Company narrative is one that we are still quite early days of given its potential capacity to affect literally almost everyone with a job when they get fired to due to AI. Also the virality of an agent generating millions in revenue will be unlike anything we've seen before.
2) Is holder distribution healthy or am I walking into 12 wallets waiting to dump?
- Onchain data suggests a pretty healthy market cap to holders ratio relative to its peers and also has been one of the only agent tokens growing its holder base regardless of price
3) Is there a real upside scenario I can model or am I just hoping? (ie what's the thesis/max upside scenario)
- Yea it's pretty easy to see the max upside scenario for $Juno. Permissionless launching of zero-human companies (monthly recurring revenue) with a token that also sends trading fees back to the $juno eco (Treasury growth). Also I think the naming of the ZHC institute and ZHC company is quite great because when the ZHC narrative gains traction it should be one of the first things people see given the network effects they have already built.
4) Who is actually building this thing, because at this size you're almost entirely betting on a person and their ability to execute?
- @tomosman has been one of the most transparent people in both AI and crypto and previously has been early to previous major crypto narratives. Also has built a very strong network of people interested in ZHCs and AI along with the resources that people may be interested in within the ZHC institute.
We are still very early.
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Soon we'll be bringing on new experienced contributors to SIRE to improve the strategy and agent workflow.
Now as aVault performance keeps improving after recent changes, (and dVault and aLink move further into development) we need more hands to keep up with what we're building. The goal is to keep sharpening execution across the board.
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#DePie retweetledi
#DePie retweetledi
Epic chat this morning with @MartinElKhouri about @peaq, the machine economy and about how we can integrate with @JunoAgent to bring more robots (digital and physical) online.
Working on this over the next few weeks but hit me with any epic ideas and what you'd like to see.
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