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.@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.

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.

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).

I'm over $10K revenue in under 3 weeks also added burn and buybacks to thealeister.com/dashboard

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Hearing more people refer to the ‘Juno Eco’ on the tl Meaning $robotmoney $state $aleister (and the launches to come) This is v bullish for $JUNO. No longer ‘just an agent’ - @JunoAgent is becoming an ecosystem of ZHC’s And the market is slowly waking up to what that means 🫴✨