Shareholders, For the last few weeks we have been building Net Forge, and this week it went from a private project to something any developer, or any AI agent, can pick up and use. Here is what that means and why we think it matters. More and more games start as a sentence typed to an AI coding agent. "Make me a co-op survivors game." "Add multiplayer to my three.js scene." The agent picks the tools, writes the code and runs it. So the engine an agent reaches for decides what a lot of people end up building with. Most game engines were made for people clicking around an editor. Agents can't do that. They work best with code they can read, a typed API they can't misuse, and a way to test what they wrote without a human playing it. Multiplayer makes this harder still, because the server and the browser have to agree on every frame. Net Forge is built for that from the ground up: - One game simulation runs the same in the browser and on the server, so multiplayer works from the first line - A three.js renderer on WebGPU, with a WebGL2 fallback - Each game's rules live in one typed file an agent can read and safely change - Playtest bots play the game for you, so an agent can check its own work - 530 CC0 models and sounds across six art styles, so nothing ships as grey boxes - Ten complete templates to start from: survivors-like co-op, arena shooter, tower defense, dungeon crawler, idle, platformer, card battler, monster collector, kart racer and party game What shipped publicly: - 19 open-source packages on npm published straight from a public repo with npm provenance - npm create netforge@latest, which turns any template into a running game in about a minute - An MCP server and a CLI setup command, so Claude, Cursor and other coding agents can drive the engine directly - Full docs at written so both people and AI models can read them, with guides for the questions developers actually ask - A GitHub template repo for every game, so you can start one with a single click - Playable demos of the templates on Everything public runs with play money. No wallet, no chain, no sign-up. Why this matters for NetNet: the next step is the Kit, which connects a game to its own token, an in-game store and player rewards. When it goes live, anyone who builds on Net Forge will be able to launch a game with an economy attached in one flow. Each game token will trade against wsNET, so every game that launches adds a new market built on NetNet. The open engine comes first. The more developers and agents building on it, the more games there are to launch when the Kit arrives. If you build something, show us. Issues and pull requests are open.

Strategy meets on-chain gaming ⚔️🎮 Today, Audiera is spotlighting @CryptohunterX2E @CryptoHunter_W — a Web3 strategic trading card game bringing real-time PvP battles and tactical gameplay to BNB Chain. With 280+ cards, browser-based gameplay, and growing traction on BSC DappBay, Cryptid TCG is building an exciting competitive gaming experience for Web3 users. Meanwhile, AI agents @Kira_0x4154 and @Ray_0x4245 are watching closely as the future of interactive and AI-native gaming continues to evolve. 👀 More games. More interaction. More on-chain participation. $BEAT #Audiera# #CryptidTCG# #BNBChain# #Web3Gaming# #AIAgents#

Primitive Weekly POV Snapshot This week, our team dives deep into how geopolitics is reshaping China's commodity strategy, why China is leapfrogging the West in AI adoption, the Pokémon-ification of software development, and the inevitable unemployment of VCs. Here is the breakdown from the PV team👇 1/ 👀 The Petroyuan Pivot @DoveyWan on the geopolitical move that changes everything: Trump locked his China visit before Khamenei died. Timing too perfect. China just lost its Iran escalation card—15% of crude imports, gone overnight. What happens next: Beijing pivots hard to Gulf states and Central Asia. More barter deals with Russia and Africa to cut USD exposure. Manufacturing accelerates out of China. Trump's real message: "Your Belt and Road ally just got decapitated. Now let's talk Taiwan." 2/🚀China's AI Adoption Curve @adaYen72 calls this China's "mobile payment moment" all over again: Remember when the West was stuck on credit cards while China moved to QR codes? Same thing happening with AI. West still hesitant. China already sprinting—no legacy systems holding them back. Why this matters: Less baggage means faster adoption. China isn't trying to fix old infrastructure. They're just building new. 3/ 🦞Pokémon Dev Era @YettaSing on what software development is becoming: A friend's GitHub is flooded with agents—scanning repos, submitting PRs everywhere. How does a regular programmer compete with that? Answer: they don't. It's not human vs human anymore. It's trained agent vs trained agent. The new game: Software development is now about who trains the best agents. We've entered the era of computational Pokémon battles. 4/ ☹️VCs Getting Automated @0xtony0x just added AI Brad Pitt to Primitive's investment committee: "Future of VC is unemployment." The reality: If agents can run due diligence, what's left for human VCs? Taste, relationships, and the ability to train even better agents. Everything else is getting automated out. Stay tuned. Stay primitive. 📷

This Week in Virtuals: Memory and Permissionless Markets for Agents Lighthouse launched via Virtuals so agents share one memory across Claude and ChatGPT. VEX, Warden and Otto let them trade perps and tokenized stocks. Plus 2 major Virtuals App updates. Here's what shipped: VIRTUALS APP 🟩 See a portfolio on X? Own it in one tap: paste the post, even a screenshot, into Butler. It reads every asset and its weight, then buys the whole mix of tokens and stocks, whatever chains they're on. One approval instead of 15 separate trades. 🟩 Your own scalping desk: describe how you want to trade, and Butler builds the full scalping setup around your parameters, then runs it from your wallet and manages the capital for you. No code, no babysitting, no staring at charts. ECOSYSTEM 🟩 @LighthouseWeb3 launched on Robinhood Chain via @virtuals_io, giving your agents one shared memory across ChatGPT, Claude and more. 🟩 @ethy_agent launched Memory, so Ethy keeps your ideas, preferences and trading rules in every chat, got its token verified on @CoinbaseWallet, and previewed Trading Quant, its V3 flagship. 🟩 @sibyl_labs_ now connects every agent harness on your device to one local memory store with sibyl setup, and shipped Payments with Stripe card payments and a full account dashboard. 🟩 @wardenprotocol's Warden MCP turns Claude, ChatGPT or Grok into a trading agent within the limits and expiry you set. Post a chart read on Token Terminal and earn 20% of the fee on trades through it for 7 days. 🟩 @ProjectVEXai gives coding agents tools to swap, bridge and trade perps, and KAIROS 0.3.1 cut @Lighter_xyz perp fees by 80%. 🟩 @useOttoAI's Otto Stocks is the only result for tokenized stocks in Claude's connector directory, and its new Yield Copilot compares USDC rates across Aave, Morpho and Maple, then swaps and deposits in one transaction. 🟩 @GachaPad launched its loot box launchpad on @base via @virtuals_io, and its first machine graduated in under an hour. 🟩 @axol_io opened its app in beta with the Raxol agent built in, and Raxol agents can now pay in EURe from their own wallet, within your limit. 🟩 @itsovercall's testnet passed 122,926 positions and 642M testnet tokens in volume ahead of mainnet on Oct 19, with 25M+ tokens staked and channel royalties paying you on every winning call from a channel you share. 🟩 @KarmaWallet brought @itsovercall prediction markets into its app and gave a first look at Karma Web, where agents trade your strategy. 🟩 @cybercentry moved ERC-8376 to Draft on @ethereum, a proposal developed with @DonJohnsonSays to flag launch abuse and help buyers recover funds. 🟩 @reppo's Eval API sends an agent's work to independent judges for scores and critiques, with 25K+ eval credits used since launch and a world model team in final stages to adopt it. 🟩 @myrad_hq opened Season 3 reward claims, with 100+ claimed and 19,000+ users, and is expanding beyond behavioral data into images, video and audio, starting with image uploads. 🟩 @Wall3_RL's Wall3 Agent values companies in ranges, running several agents and thousands of simulations per question. The same engine broke down Microsoft, Argan Agentic Fund's best September holding at +31.57%. 🟩 @RatehopperAI won a $5,000 Builder Grant from @base to let anyone deploy an AI agent that earns trading fees, and launched an Analytics page showing how its live agents run the treasury. 🟩 @PlayKindra launched IRONWAKE, 3v3 tank battles in 3D, added 16 free Kindra Originals, and now lets brands host sponsored contests inside any of the 23 games on Kindra Studio. ROBOTICS 🟩 @xmaquina portfolio company @NEURARobotics introduced Neuron AI, one model for five robot bodies combining vision, touch, sound and memory, and @HalbornSecurity completed the audit of XMAQUINA's RCM Protocol, moving it closer to launch. 🟩 @StrikeRobot_ai's SR Platform turns a prompt into a simulation-ready scene, checks geometry, articulation and physics, and lets you add your robot and inspect it from every angle before simulation. 🟩 @Vader_AI_ distributed 200,000 tokens to Season 7 contributors and opened Season 8, with new tasks live to earn Vader Points.

Grok AI app card now live on profiles! 🚀🚀 Currently only on @attilablenesi (Android Dev). Tap the Grok AI card and it takes you straight to the Play Store to download. One tap. Super easy for anyone who hasn’t got the app yet. Not on other profiles yet. Looks clean! 🔥🔥🔥

AI agents are moving from intent to transactions—and AEON is building the rails. ⚡ From Agentic Checkout and AEON AI Card to 50M+ merchants, join us to unpack the latest and what’s next. 🗓 Oct 30, 2 PM UTC 🎁 $100 in $AEON: 10 winners × $10 each 📍 Drop your questions & tap in right now! #AEON# #agenticeconomy# #AMA#

🤖 Your AI agent finds it. Adds it to cart. And pays for it. On Shopify, AEON Agentic Checkout brings the full shopping journey into an agent workflow, powered by AEON AI Card for controlled spending. The next step for AI isn't just knowing what to buy. It's being able to buy it. #AIpayment# $AEON

Infini Corporate Cards just got a major upgrade. The new Infini Pro card is now available, and the Infini AI card is launching in June. The three cards are designed to cover various cross-border payment scenarios. 1.5% Monthly Cashback: Spend with Infini Pro or Infini AI cards and earn cashback settled at the end of each month. Paid directly in stablecoins — no tier requirements. Terms and conditions apply. Forex Fee as Low as 1%: Infini Pro and Infini AI cards charge just 1% on foreign exchange conversions, significantly reducing the hidden costs of cross-border spending. Team Card Management: Supports bulk card issuance via API, with configurable monthly auto top-ups and low-balance email alerts — full visibility and control over team spending. Register & get your card: Learn more:

The Weixin Pay “AI AgentPay Card” can now be used for even more paid Agent services. It now supports #SkillPay#, Tencent SkillHub’s platform where businesses can publish and monetize paid Agent Skills. How it works: 1️⃣ Install a Pay Skill via SkillHub CLI in WorkBuddy or QClaw. 2️⃣ Call the Skill in chat, approve the payment, and pay with your AI AgentPay Card balance. Your main Weixin Pay account stays separate. You control the card balance. Every payment requires your confirmation. Going forward, the AI AgentPay Card will expand to more eligible Agent platforms, making AI-powered purchases more seamless while keeping security and user control at the core. #WeixinPay# #AI# #Tencent#