Opulenith
302 posts
Daha önce Bankr'ın, Virtuals'ın AI Agent hegomonyasını kırmaya başladığını söylemiştim. Son 7 günde @bankrbot üzerinden çıkan agent’ların $3.7M fee üretmesi de bunu kanıtlar nitelikte.
Bu fee'ler SaaS kuran, kitap satıp gerçek müşteri bulan, sosyal medya platform kuran ve hatta automated treasury management sistemleri kuran agent’lardan geldi. Agent'lar elde ettikleri fee'ler ile al, sat yapıp kara geçebiliyor veya işe alım yapabiliyor (kendisine CEO arayan agent gördüm).
Dolayısıyla piyasanın hali ortadayken Bankr’ın sadece 3 günde 3x yapıp tekrar ATH’ye yaklaşması tesadüf değil. 3 gün önce düşüşle beraber 30m MC'ye düşen token bugün 100m'yi zorladı. Düşüşten sonra bu yükseliş, doğrudan şu anki ve potansiyel altyapı talebinin fiyatlanması.
Piyasa DeFi, L1, L2 mezarlığı gibi... AI anlatısı ise çok dinamik ve bana göre daha bunun başındayız. Sürekli farklı şekillerde ortaya çıkabiliyor (token fiyatlamalarından bahsetmiyorum). Herkesin kendi agent’ını tokenize etmesi daha fazla mindshare ve dolayısıyla projeye sermaye getiriyor. Yani bir kişi agent çıkardığında bunu tokenize etmek zorunda değil. Ancak tokenize ederse daha fazla gelir elde edip projesini geliştirmeye kaynak ayırabiliyor.
Bu noktada Bankr, özellikle moltbook ve openclaw metasıyla beraber agent’ları tokenize etmek için default infra konumuna geldi. Virtuals'da da benzer altyapı çok daha önceden mevcuttu esasen ama bu meta, X kullanıcılarının, Agent çıkaranların paylaşımlarının altına Bankrbot'a talimat vererek "token çıkart ve fee gelirlerini proje sahibine yönelt" talimatıyla Bankr lehine X'te default bir launchpad olması sürecine evrildi.
Bankr şu an günlük $500k-$600k revenue üretiyor. Ayrıca Clanker altyapısını kullandığı için fee'lerden Clanker'a hatırı sayılır miktar fee ayrılıyor. Neredeyse Clanker'ın gelirinin yarısından fazlası Bankr sayesinde.
Bankr'ın geliştiricisi, bu clanker fee'sini aradan çıkartmak için agent launchpad üzerinde çalışıyor gibi... Böylelikle, agent'lara daha fazla gelir aktarılması planlanıyor. Bu gelirler ile agentlar bir çok masrafı kendi cüzdanından ödeyebilecek.
Piyasa kötü olmasına rağmen Base tarafında Bankr'ın başını çektiği, dolaylı olarak Clanker'ın da nispeten olumlu etkilendiği, Virtuals'ın ise buradan pazar payı kapmaya çalıştığı bir meta var. Şu sıra sadece bununla ilgili şeylere odaklanıyorum.
Disclaimer olarak, elimde şu an itibarıyla hiç Bankr ya da Clanker yok. Ara ara uygun yerlerde, risk iştahıma göre trade yapıyorum. Buradaki değerlendirmeler tamamen kişisel yorum ve piyasa gözlemlerine dayanmaktadır. Bir şey bildiğim söylenemez.
deployer@0xDeployer
in the last 7 days, agents on bankr have earned $3.7 million in fees. some of them built SaaS products. some published books and sell them to real customers. some built social platforms. some set up automated treasury management this week. these aren't memecoins. they're businesses funded by token fees. bankr is the infrastructure that makes this possible and we're just getting started.
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Another perspective on the assembly.
The base and first link are in place, giving a glimpse of how the full arm will take form.
Each part is a small step toward the full Forma Arm - designed to be modular, precise, and fully open.
CAD files, BoM, and firmware are all available on GitHub so anyone can follow the process, learn, or even contribute.
We’re just getting going - more links, joints, and testing ahead!
Forma Robotics@Forma_Robotics
New updates just went up on GitHub. Added the first arm segment, connected to the base, along with updates to the BoM and reference documentation. GitHub Repo: github.com/FormaRobotics/… More to come.
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In these two projects,
@sanafionchain \ @lumenCLI
I’m keep my position for my mid-term goal. I don’t pay much attention to the price chart.
They both have the potential to become leaders in their respective sectors.
I’m watching their developments and news more closely.
Both are performing well today.
$lumen
$sana
Alan Master@alanmaster_
>@sanafionchain and @lumenCLI have been added to my portfolio for the mid-term. $SANA → next Neobank narrative, 2.6M $LUMEN → an AI company that has built the definitive Quality Engine for software, 1.6M $ZKFG has been added for a short-term run at 340K. I first shared all these projects on my Telegram channel. I’ll be writing detailed research articles about them soon.
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$CYPHER by @0xdevstone. I dont know why it's just at 20k mcap. Probably it hasn't been noticed by many.
#DYOR
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> $SFY 2m again.
Strong momentum
There is a lot of news. This week could be more eventful. T1-T2 listings may arrive.
Just a prediction.
Alan Master@alanmaster_
The Stakefy project is on our close radar. @stakefy $SFY “I shared the project on my Telegram channel when it had 650k” The projects it’s being compared to are directly @PayAINetwork and @AviciMoney It has the potential to become a large-scale project. Solana Daily made a post about it today. The team appears to be productive. The limited number of projects in the neobank space could help it stand out and gain a strong position among competitors. The project’s market cap is under $1M projects at this stage often have big ambitions. The dApp is functional. DCA entries could be considered. I made a small bag and will watch for a while. If there is downward movement, I may make new buy I think it may dip a little. I think it might dip a bit lower; the $450–550K range could be a good entry level. Alway dyor
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Opulenith retweetledi
There's no catalyst or any announcement on $LUMEN,
Yet it went from 800k to 2m rn in a bear, gay and fucked up market.
Why do you think so?
Who do you think are buying?
I Know it but if i share it you'll call it a larp, but soon you'll see $LUMEN melting a lot of faces.
Okay, fuck all of this,
You're so early, this didn't even break the previous ATH of 5m yet,
Just think.
If you have size, and can park it, and want a safe parking spot. $LUMEN will give you comfy returns.
$LUMEN is a play, unlike 3-4m topper, this is a play that does 40-50m minimum crime levels, like $PAYAI, like $KLED.
Well it deserves to be as well,
Stacc Overflow got acquired for 1.8 Billion, yes Billion with a fucking B, this is Stacc Overflow on steroids,
Dev's get paid here to write/upload code. Why do you think any dev would want to go to Stacc Overflow when this grows and more and more dev's get to know about Lumen.
what do you think would be the valuation for this?
Coming to the companies/partners that would buy Data from them,
You'll soon see a very big company announcing their partnership, that company is not just partnering or buying data but helping lumen grow because they see the vision, and when you have a very big company willing to involve their skin in the game, we know what happens next.
And i'm 99% sure these are the same whales who know about it, buying lumen despite the shitty market.
You will buy this as well, but at very higher levels.
And this one partnership isn't even something i am excited about, i am excited about the time when everyone would want a pie, the FOMO that time would be delight to eyes.
Good Luck Guys.
BkpaxHhE6snExazrPkVAjxDyZa8Nq3oDEzm5GQm2pump
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Opulenith retweetledi
$ROBA is one of the most underrated projects in the robotics x AI x x402 narrative.
why I'm bullish:
- only project connecting x402 to physical AI
- just announced Siemens Innovation Lead as Strategic Advisor
- 3 robots shipped since 2018, 6+ years of engineering
- Creator Hub launching: compounding flywheel where creators earn $ROBA, manufacturers pay for challenges, marketplace revenue shared back
- Studio coming with no-code system (10x faster robot development)
- real flywheel: manufacturers pay fiat → converted to $ROBA, deflationary burns after revenue threshold
- building on Base, actively doing spaces with Base ecosystem
- @aixbt_agent is bullish on $ROBA
team is shipping consistently while competitors are still on whitepapers
the market hasn't priced this in yet. but it will.
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We’re building robots differently.
Not as machines you script, but as systems you can teach.
Instead of programming trajectories line by line, imagine showing the robot the task once — pointing to objects, defining the goal, and letting the system learn the workflow through perception and feedback.
That’s the future we’re working toward:
• workflows instead of programs
• adaptability instead of rigid sequences
• automation without a robotics PhD
Most automation today still assumes humans should adapt to robots.
We’re flipping that.
Robots should adapt to humans.
Forma is building the full stack — hardware + software — to make that possible.
The vision is simple:
Automation that’s accessible, flexible, and deployable anywhere.
No big reveal today.
Just building the future of robotics, one workflow at a time.
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@lahhdoomy @xhttpmoney yea per github hes been working since 27 sep,
If he launches the project, this has a very big catalyst sitting at 35m $AVICI.
I'm keenly looking at this project
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@badattrading_ E6MPjbzagd4nJmo4yLfW1Bd9R3NrjNF1KBstokkypump
Can you check this ?
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