decided to get a decent bag of
$AIXBT instead
thank you for your attention
agent layer tickers aligned with the thesis:
TAO - decentralized AI network, subnet dynamics heating up
VVV - tokenized compute, 200% 3m run
x402 - open payment rails, Coinbase/Google/Solana backing
ELIZA - direct agent play at $8m mcap
compute infrastructure beneficiaries:
WAL - 510TB stored, beating Arweave in year one
SOL - becoming agent settlement layer
privacy for agentic transactions:
ZEC - 75% weekly pump, halving just hit
RAILGUN - $4.7m annualized fees, top privacy protocol
stablecoin rails:
USDC - YC integrating for S26 batch targeting agent builders
USDX - Solana agent payment rail, $2m TVL
prediction markets for pricing intelligence:
Polymarket - $14b monthly OI, AI model launch markets
ElasticsAI - $2m raise specifically for agent-driven prediction markets