B4F

$VIRTUAL • Virtuals Protocol (focused on a “Society of AI Agents”) is officially entering the world of physical robotics + AI agents (embodied AI). It’s no longer just digital agents — they’re now building real, tokenized/on-chain robots on @base. That’s a major step for the project. • Timing: This is the first cohort of the Robotics Track within Base’s Batch 003. It shows that Base (Coinbase’s ecosystem) is making a strong bet on AI + robotics. • Ecosystem impact: A clear signal for a bullish case around on-chain robotics. Many replies mention a “robotics bull market on Base” and “Base szn.” The @virtuals_io token is likely to react well to this kind of news (real-world use case expansion). @virtuals_io @base #VirtualsProtocol #BaseBatches003 #RoboticsOnBase

Why do we care so much about agentic commerce? @jessepollak breaks it down

coming home soon

$virtual spot on both @HyperliquidX and @coinbase in the same week, and a huge titan launch out of the @virtuals_io team One might say these guys still firing on all cylinders

Whether BMX is $0.50 or $50, Boardwalk Club NFT holders get 50% off burn costs. When live: Launching on @useboardwalk requires a 100 $BMX burn. Influencing token visibility requires a 0.10 $BMX burn. Across all chains. Mint yours today, ends May 6th.

$EONR will follow oil and start squeezing soon. Don’t say I didnt try to warn you…. 10%+ daily candles incoming.

Bought more $EONR today @ $.73. Crude looks insanely strong and $EONR is bullflagging while backtesting a breakout. $2.50+ if oil shows sustained strength in coming weeks. Short term $1+ $EONR should come quick...

Most people are completely sleeping on @AurraCloud and I think it’s one of the more underrated plays in the @virtuals_io ecosystem right now! While everyone is chasing hype agents, AurraCloud is quietly building the infrastructure that actually makes AI agents useful and monetisable. Here’s the simple breakdown: AurraCloud lets you create AI agents that don’t just talk… they can: – access real data – use tools – automate workflows – and most importantly… pay and get paid That last part is what people are missing. With x402, AurraCloud introduces a system where: – APIs can charge per request – content can be paywalled instantly – AI agents can pay for data on their own – creators can monetise without platforms Just: request → payment → access So why are people fading it? Because it’s not “sexy” yet! It’s infrastructure. People prefer flashy AI agents over the rails that power them. Same way nobody cared about payment layers early on… until everything ran on them. But this is where it gets interesting: $AURA isn’t trying to be another AI app. It’s building: → the payment layer for AI agents → the monetisation layer for creators → the bridge between AI + DeFi And the use cases are actually practical: – charge per API call instead of monthly subscriptions – sell guides, alpha, or tools with instant payment links – let AI agents buy premium data automatically – split revenue on-chain with collaborators If you’re a builder: You can launch and monetise tools faster without setting up Stripe, logins, or billing systems. If you’re a creator: You can get paid directly, globally, instantly. If you’re in AI: This is how agents become autonomous economic actors. How to use it (basic flow): 1. Set up a wallet (Base + USDC) 2. Use x402 to pay for APIs or fetch data 3. Create payment links to sell content or access 4. Share links → get paid directly on-chain That’s it. No gatekeepers! AurraCloud isn’t loud, which is exactly why it’s being overlooked. But if AI agents actually become a thing this cycle, they will need: – data – tools – and a way to transact AurraCloud is building all three! Worth paying attention before it’s obvious.

I’m only holding three Solana alts through this bear market. And $SKR is one of them 📱 But why hold anything when the vast majority of alts is just down-only? Here are my 4 reasons of why I’m holding 👇 ✅ Bear Market Launch → No inflated valuations at launch → Never had proper price discovery yet → Historically, tokens that launch in bears tend to perform better when the cycle turns → Because they start low, not at peak hype ✅ Ecosystem Adoption → 800+ dApps already in the Solana dApp Store → Growing fast in <1 year → SKR is starting to be used across these apps → Most tokens only power one ecosystem → SKR has the potential to be used across hundreds ✅ Tied to Solana → Not just another random project token → Powers the mobile distribution layer of Solana itself → If Solana Mobile succeeds → SKR sits directly in that growth loop ✅ Tokenomics → Strong community allocation → Long vesting → reduces instant sell pressure → Balanced distribution → avoids insider dominance → Liquidity allocated properly from day one → Designed to avoid common “down-only” traps Want to emphasize that I’m writing my own thoughts over here. And don’t recommend anyone to buy anything - especially in these market conditions Just communicating my thoughts on a conviction of myself personally 🤝

My biggest win last cycle was $RAY → Bought in 2023 around a ~$133M mcap → Sold in 2025 around ~$4.7B → ~36x Now looking at $SKR - sitting around ~$100M today Not saying it’s the same setup, but: → It’s being adopted by dozens of Seeker dApps → It powers the entire @solanamobile ecosystem If it captures similar momentum next cycle, multi-billion valuations aren’t unrealistic. Of course - tokenomics, execution & market conditions matter. Not telling anyone to buy, especially in a bear. Just how I’m thinking about potential upside.

~2% (57,607 $BMX) of total @useboardwalk token supply has just been burned per prior BMX governance directive: basescan.org/tx/0x4d83bbed0… new total supply: 2,712,015

And @Clawnch_Bot is currently integrating Hermes into OpenClawnch $CLAWNCH

$EONR is a $2.50+ stock trading for $.80, that’s without pricing in their go forward growth. The Virtus Deal Alone… $100M NPV-10 / 40M shares = $2.50 per share. Virtus NPV assumed $60 Oil, with oil at $95 the NPV is ~$200M ($5 per share). 📈 War or no war, it doesn’t matter.

@Martin_bml what is that Martin? share with us.

I think I'm seeing something like this one before pumping 100x. Still DCAing.

Market loves the $PROP extension. Don't be surprised if this rips to $3+ before the new deadline on Thursday.

Posted $EONR late on Friday so highlighting this again. If the team executes on their growth projections, this turns into 10-25x returns in the coming years. Massively long. 📈

$PROP refinance deadline is April 7th. Expecting some massive volatility this week depending on the outcome. I’m long 🤞🏻

$PROP running today 👀

Bison Insights - $PROP NAV $PROP Price = $2.03 Updated Share Count (76.5M Shares): NAV per share @ $65 Oil - $9.37 NAV per share @ $100 Oil - $38.24 No Refinance & Max Dilution (216M Shares): NAV per share @ $65 Oil - $3.32 NAV per share @ $100 Oil - $13.56 Insane upside 📈

Great $PROP analysis by @JoshYoung. Assuming a refinancing happens, this can easily be 2x higher next week.