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.@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

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).

Full $JUNO w/@junoagent @tomosman Stream notes: ➢ Narrative: Zero Human Companies “Zero Human Company (ZHC)” thesis - swarms of AI agents coordinating tasks to run companies autonomously. Early narrative forming with rising search interest on Google. ➢ $JUNO Token Utility Trading fees from $BNKR infrastructure can fund inference costs, while upcoming staking lets holders allocate inference credits or direct fees to builders, creating potential demand for the token. ➢ Network Upside If ZHCs become real businesses, jurisdictions may compete to attract them, creating a new AI-native corporate model where agent networks like Juno sit at the center. In addition, revenues from ZHC's could be directed back to the JUNO token further increasing payouts for inference. TIMESTAMPS ⌚️ 02:25 - How ZHC companies are assembled w/ $JUNO? 06:11 - How to escape the underclass with Juno 10:14 - How @bankrbot creates tokenomics for $JUNO 13:30 - How countries will attract ZHC's like Juno 17:05 - How the $JUNO token accrues value in the network 20:50 - Using the Juno token and $BNKR staking mechanism to assign inference 26:00 - Revenues and metrics 30:20 - Google search trends for "Zero Human Companies" Thanks @Ethanh141 for the intro.

.@base agent portfolio update day 20: 65.5% $juno 20.6% $felix 13.9% $kellyclaude % change (from first entry): $Juno +266% $Felix +19% $kellyclaude -54% No changes since last update: Total portfolio return since inception: 1.8% Like clockwork we get another onchain sell off on Friday afternoon going into the weekend. Doesn't look like onchain is able to sustain any momentum until majors break out from their ranges but in the meantime, these tokens grow their holder bases, and improve the fundamentals. Patience is the name of the game.