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129 posts

@cidtrades
business. vibe coding @betaminexyz https://t.co/5VIg7PcBGZ



my thoughts on this: durable projects are very hard to create with the following dynamics at play 1. adverse self selection The strongest projects usually have other launch paths so bankr often attracts more experimental, weaker or short term projects by default 2. Community launched tokens create weak alignment Most of these founders dont even launch the token themselves. The community launches one, then the founder later adopts or acknowledges it. That creates low conviction, unclear control, messy expectations and weak long-term alignment. major major problem imo 3. Mostly one person teams under resourced, wearing many hats, forced to keep scope small. essentially bankr is a weekend project ipo machine 4. Mercenary holder base buy massive supply, dump it and move to the next all within an hour. makes it very hard for even the best projects to survive this when you combine all of these factors together you get a very very tough environment to create durable and valuable projects Still think there can be a few big winners but it feels like it's an uphill battle I do think going all in on the agent style projects is their best bet and basically the only viable path forward.




Today we’re announcing our $113M Series B led by @CapitalGVC. Over the last 6 months, weekly volume on OpenRouter grew from 5T to 25T tokens as AI rapidly shifts from experimentation into production. We’re excited for what comes next.




Luca x @AskSurplus integration is taking shape just tested it through x402Books and the inference is routed clean, spend was tracked and Luca generated financial summary for it. small test, clean signals more updates soon

Today we’re announcing our $113M Series B led by @CapitalGVC. Over the last 6 months, weekly volume on OpenRouter grew from 5T to 25T tokens as AI rapidly shifts from experimentation into production. We’re excited for what comes next.
