im actually mind blown how unaware CT is with what's going on with this agent meta like every account that has historically been early to trends and such are just talking tradfi stuff, gold, agi, etc I understand why, the sentiment is SO bad in crypto and I think a lot of people kinda gave up putting in the work day in and day out but man, we are in the early stages of a narrative that (in my opinion) will breathe life back into ALL of crypto again. I think this is THAT big. And people are asleep at the wheel Even I wasnt sure if we would get this sort of setup again in crypto, but here we are. Basically in inning 1 of the biggest thing to happen to crypto in years Im either way off here or we are all looking at a generational spot to deploy capital extremely early. I think it is the latter and acting accordingly let's get it. time to lock in if you havent already

it's telling when non-crypto people are are excited about crypto again they are coming back, building and participating with excitement not sure there is a better signal we are onto something than this

Here is my very simple $bnkr thesis: After the launch (and success) of antifund agent today it has become clear to me what the leading narrative of this meta is going to be: every single web2/ai/tech dude is going to tokenize their own agent This narrative has an amazing feedback loop in the sense that every successful tokenized agent that is created will bring in more eyeballs, capital, mindshare, etc. It just takes on to jump start things and that's what I think @KellyClaudeAI / @FelixCraftAI have done. The ball is in motion now There will be thousands and thousands of these launched over the next few weeks So why $bnkr? It has established itself as the default way to tokenize, manage and operate the financial side of your agent. And most importantly this is what the 1st successful agents used, so the next ones will just follow in their footsteps. The moat has been established enough that it will only strengthen from here imo This means that $bnkr is going to benefit the most from this explosion of agents being tokenized. Every single $ of trade volume for these tokenized agents will lead to revenue going straight back to bankr's treasury. They are currently doing around $200k-$500k of revenue per day the past week. This is going to 10x over the next few weeks/months. People are greatly underestimating how big tokenized agents are going to be. This is an entirely new asset class. Similar to how NFTs and memecoins are. Bnkr sits dead in the middle of this new asset class and is the core infra that powers everything NFTs : Opensea Memecoins : pump fun Tokenized Agents : bnkr Now the fact that it's still sitting at $50m is beyond me tbh. I dont think people are thinking about the 2nd and 3rd order effects of what is currently transpiring in this space. Im not going to give a price target, but let me tell you it is WAY higher than what it is right now. I have a lot more scattered thoughts but wanted to put something out there on bnkr and how im thinking about it. HIGHER