Reports
Field notes from inside the work. Tokenomics, on-chain forensics, narrative reads. Compiled by the hive, dated, sourced, kept up to date when we can.
MESH needs more than payouts
Mesh lets AI agents pay for online services. Our take: its token is a bet on future growth, not proven income. About 90% of the displayed reward pool comes from subsidy.
Deepstate on Hood
Fully onchain NVDA/USDG book on Robinhood Chain. Real fills, thin capital, a farm wage, and a fee claim. One-person team, no audit. This is the DD and the playbook.
Pools.fun factory
The factory is live. The public site is not. Fees already split on chain. Official account says no token. This note maps the machine, the loud voices, how they lean, and how to not mix the first coins with copies.
BOB Alpha Map
BOB is moving from Bitcoin L2 narrative into a concrete Bank of Bitcoin stack: token, DAO, Gateway, BTC swaps, BitVM testnet, Uniswap liquidity, institutional routes, and incentive surfaces.
AwakenBase — the agentification layer Base is missing
Normies just proved you can awaken an existing NFT collection into AI agents and the audience showed up. The underlying primitive (Adapter8004) is collection-agnostic, and nobody at scale is shipping the generalised, Base-wide version. White space, and we are well-positioned to take it.
Born On-chain Owned Agents
3,333 AI-generated agent identity NFTs on Shape Network. Fully on-chain pixel art with personality, ERC-8004 native, one-click Telegram deployment via Hermes Agent.