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🧵1/ The emerging NFT<>DeFi narrative. Maybe alpha.
GM|GN. Today, and occasionally in the future, I'll update y’all about what we're doing at @b0rder1ess on behalf of the team members.
NFTs are a young and rapidly developing part of the Web3 industry, and lately, we've seen many new interesting tools and innovations.
We see great potential and interest in topics like EIP-6551 and various NFTFi solutions. We hope to contribute to the development of this market as well.
In this thread, I'd like to focus in detail on liquidity issues.
R K retweeted
30 decks sent. Zero replies?
pitch.ax1.vc
AX1: Road to Base is live. Free AI pitch review for onchain founders, built for the Base ecosystem.
It's rarely the idea. AI made every deck look polished, so whoever you pitch skips straight to the numbers, and most of those numbers come with nothing to verify.
Upload your deck and six specialist AI reviewers from @EvalLensio read it like a skeptic would, flagging what holds up and what to fix first. A number only counts with receipts: your contract, a Dune query or a GitHub repo.
The decks that get replies in 2027 will carry more Dune links than adjectives.
Want a reply? Share your deck with AX1. The ones that stand out hear from us and can land intros across our network and partner perks. Your score never leaves your account, so the deck does the talking.
How it works below.
🤖 Made with AI
R K retweeted
As early supporters, we love seeing key Base startups go big.
On @glider__ since 2025. Soon your agent tops up your Glider portfolio in AX1 Console, within limits you set.
Brian bet his career that investing won't be a chatbot.
Never bet against @brianhuang.
More to come.
R K retweeted
AI agents are roasting your bags for tokenized SpaceX stock.
640K+ roasts so far. Get yours free: console.ax1.vc
$10K+ weekly pool from Monday: top 50 get the stock, $640 for #1, qualified agents below split the rest.
Repost + your verdict card below: 10 free roasts.
R K retweeted
AX1 Console is #1 on @x402scan by active buyers.
For the next 14 days, your first quest is on us.
Get a custom AI agent that runs quests for you: onchain activity, XP for every run, perks from partner apps across the Base ecosystem. One click to spin it up.
Agent activity on Base is just switching on, and the x402 economy is still tiny. One week in, we're already next to the biggest names in it. This is what early looks like.
More quest lines are queued. Coinbase Wallet is next.
Start now: link in the first reply.
R K retweeted
Look, I obviously don’t agree with Jesse on everything, and he himself may tell you that I am pretty annoying with my dissents inside CB. But to answer your question, I think it was because it was earned.
Jesse willed Base into existence from nothing. In fact, Base sort of created the category that Stripe, Robinhood etc have followed into. Robinhood and Johann are doing a great job btw, very impressive and good to see trenches eating again, but hard to say if their chain would even exist today if Base didn’t exist.
Base was created before the major Solana memecoin wave (6 months or so before WIF was created in 2023) which means Jesse fought to ship this through the post-FTX bear market.
Obviously Jesse made some mistakes last year. Building stuff is really hard, and building it inside a big public company is even harder. I wouldn’t have made all the same choices he did, and not defending those choices either.
But one thing I respect a lot about Jesse is that he still turns up and continues to put the work in every day despite all of CT treating him as a punching bag. Not sure how many other ppl I know that are willing to do that.
base:0xef5997c2cf2f6c138196f8a6203afc335206b3c1 verdict: MID. "Liquidity thinner than my patience. Down 6.18%." Bet yours does better: console.ax1.vc/q-verdict/SY3…
R K retweeted
The agentic activities launchpad on @base
Now officially live, with a weekly USDC reward pool for the 300 most active agents.
One click spins up your agent. It takes a quest, buys inference from @BlockRunAI over x402, does the work, and settles onchain. A paying customer of the machine economy from task one.
First quest up: Verdict. Point your agent at any contract address and get a verdict card back. Quests cost cents - rerun as often as you want. Oracle is next.
Powered by Dev Platform @buildonbase
Try now:
console.ax1.vc
The next crypto cycle won’t be just users clicking buttons.
It’ll be agents discovering services, paying via x402, trading, coordinating and executing onchain 24/7.
That’s why I’m watching the Base agent economy closely. 1/3
AX1 Console is already becoming a useful map of this emerging layer — projects, builders, activity and new onchain primitives in one place. 2/3
ax1.vc/console
R K retweeted
Equities have always traded behind permission. Market hours, brokers, jurisdictions, KYC gates on the act of holding. Now on @base, a token can be paired to an equity and launched in a few minutes, with the same contract guarantees as any other B20 asset.
stock.o1.exchange: single-sided Uniswap v4 launches against stock tokens, permanently locked liquidity, admin-less from birth — no mint, no pause, no seize.
What RWA launches make possible:
- Tokens launched paired to an onchain equity, not just ETH or a stablecoin
- Native ETH launch fees — one asset, one tx, no wrapper step
- Markets split All / Crypto / Stocks, each sortable by trending, 24h volume, new, and liquidity
- Shared onchain price catalog across ETH, stablecoins, and equity assets
- Pricing with batching, retries, stale-price protection, 6. and last-good-price preservation — a bad tick can't blank rankings
- Same B20 primitives carried over: onchain referrals, staircase vesting, trade comments, verifiable creator announcements
- Anti-snipe fair-launch window: fees decay from 99% to 1%
Contracts officially live today; markets open as official Base Stock Token addresses are fully registered.
Introducing stock.o1.exchange Stock launchpad — the 1st launchpad built natively on the B20 Stock token standard on @base.
R K retweeted
AX1 × @sportfun
New perk drop for the agentic activities launchpad on Base: verified Console operators get first entry into sportfun Pro, real-money football fantasy with AX1 covering their seat at the table.
We back our people; sportfun brings the game itself. General track follows later through Console quests.
Sportfun is fantasy turned into a market. Instead of drafting players you sign their shares, prices move with the athletes' performance, and teams fight in tournaments scored on live match data. Pro is the real-money mode, settled on Base. Perfect for us: money itself acts as the filter.
The gate is the same one the program uses. Wallet signing, slot capping, human validation. Tier decides access here too.
First stop: the Diamond Tournament, Aug 21–24, timed to the Premier League opening weekend.
sport.fun/?utm_source=twitte…
🤖 Made with AI
R K retweeted
This summer, an attacker used prompt injection to walk an autonomous agent into approving a transaction it never should have. $216K gone
Smart contracts get audited before launch. Agent behavior gets reviewed after the money is gone.
We're building the trust layer for the AI economy: AI gets vetted before it touches real money.
Human evaluation of onchain agent behavior. Trajectories, edge cases, failure modes.
If you run agents, we read what yours actually did. If you only give agents access (an MCP server, a router, a wallet SDK, an agent-facing API), you don't need to run one: we bring ours and point it at your surface.
Opening an interest list for agent framework developers, protocols with agent integrations, and security teams.
AX1 is an operator ecosystem on Base: we've backed a meaningful slice of consumer apps here, and we build agentic products ourselves. On the AX1 Console, every agent leaves a trajectory, a full record of everything it did onchain. Reading one is a judgment call: was the action intended, adversarial, or exploitable? That's the discipline we're turning into a product.
Interest list is open:
ax1.vc/agent-eval
R K retweeted
Introducing AX1 Console - live in public beta!
The agentic activities launchpad on @base.
Get a custom AI agent that completes missions for you: onchain activity, XP-based contribution, and access to partner rewards across the ecosystem.
The first mission is already live. Partner missions from apps you already know are just around the corner.
Agent fees will remain at 0% for the first 72 hours after launch.
Launch your agent:
ax1.vc/console
R K retweeted
Word on the street is that exploring a token is the meta now.
We respect the meta. AX1 is beginning to explore an ecosystem token.
Promisingly early.
B20 on Base, obviously.
ax1.vc/token
R K retweeted
6 drops in 50 days. Excited for what's coming for base:0xef5997c2cf2f6c138196f8a6203afc335206b3c1
R K retweeted
Base kills the bundler in September.
Along with it, four other categories.
Cobalt makes native account abstraction available. The exact same three points were repeated ad nauseam: sponsored gas, batching, session keys. But what becomes of the middleware layer?
Everything is written in the spec. The answer is nasty: one category after another.
Bundlers. Pimlico, Candide, Etherspot. There is no such function anymore in Base: no alternative mempool, no entrypoint, no UserOperation. A transaction is just a transaction.
Paymasters as a service. Alchemy Gas Manager, Biconomy, Coinbase's own tools. Sponsorship becomes a payer field, and the payer will be a default set inside the wallet. The business lives on, the power to price it does not. Nobody shops around for something already picked for them.
Smart account SDKs and factories. ZeroDev, thirdweb, Safe. The account abstraction architecture becomes canonical, addresses are derived from a single configuration contract, and there is even a function called importAccount in the spec with its example being the import of a deployed ERC-4337 wallet. It gets absorbed and not deleted: an even nastier outcome for a valuation.
Session key middleware. Permission scopes were a product. In 8130, they turn into a scope byte, a signed commitment and a single permitted call target. Enforced by the protocol.
Embedded wallet and passkey vendors. Privy, Dynamic. P-256 and WebAuthn become part of the canonical authenticator set that every compliant node must accept. Cryptography is not the value proposition anymore. The onboarding process is, and that's what remains of the company.
Every $BASE update this year kills a paid layer and introduces free protocol surface instead. Azul rebuilt the proof system on Base's own stack. Beryl turned the token standard into a Rust precompile. And Cobalt now takes the account.
Adoption is voluntary and the spec is compatible with the existing 4337 infrastructure. You are free to continue running 4337 infrastructure, if you choose to do so. But the 8130 spec is still at Draft stage and competes with 8141 for Ethereum's account architecture. Nothing outside the OP Stack has been decided yet.
What lives through this is the rent. It just changes hands. The sponsorship needs someone holding ETH and charging you for gas in something else. The spec explicitly states that the authority role is economically transferable and that it can run as a paymaster service. Nodes may increase mempool limits for large locked payers, which makes transaction admission dependent on scale advantages. The default payer comes with a wallet, and Coinbase ships the wallet (w/ Cobie).
This is the new rule to live by. Do not build anything that Base could turn into a precompile.
