every cycle starts off looking dumb..
DeFi was food coins and yield farms before it became lending, perps, stables and onchain credit. NFTs were overpriced JPEGs before the market understood culture, community and ownership. memes were jokes before they became the fastest attention market in crypto.
AI feels like that stage right now..
web2 is throwing billions at AI and nobody blinks. mega rounds, mega valuations, mega IPO watchlists… the whole tradfi machine knows where attention is going. Then you look at web3 AI infra and half the interesting stuff is still sitting under $10m like it’s a joke.
That’s the misprice..
we already saw how fast this can move. The first agent cycle with $VIRTUAL, $AI16Z, $GRIFFAIN and $ARC went from “lol bot coins” to hundreds of millions / billions in narrative value almost overnight. messy? yes. but that’s crypto.
the next version is not just agents posting for attention..
It’s agents creating onchain activity. they need to spend, verify, analyze, trade, access data, manage wallets and settle work without humans clicking approve every 5 seconds.
$M32 = agents buying APIs, token scans, wallet scoring and market data before they act
$XONA = agents getting wallets, identity, x402 resources, mobile distribution and a usage loop designed around buybacks and staking
$HYRE = agents and traders buying token verdicts, whale tracking, LP strategy, yields and smart-money data
$DEXTER = agents living across apps, voice, chat, social and MCP instead of one random interface
$CLAWBANK = agents getting financial rails and programmable money so humans stop being the bottleneck
$SIBYL = an agent trying to become the fund: memory, positions, advisory and a public track record
$OPAL = distribution. agents are useless if nobody uses them. the winners meet users where they already are.
that’s the whole bet..
web2 is pricing AI like the next platform shift. Web3 AI infra is still priced like dirt. if the IPO cycle brings attention back to AI, capital is going to hunt the crypto version again.
And this time I don’t think the winners are just funny agents..
i think it’s the rails that turn agents into users.
@MPP32_dev
@xona_agent
@Hyre_agent
@dexteraisol
@clawbankco
@sibylcap
@opalbotgg