Thesis after doing additional DD: Musepad is the token-launch/financialization/tokenization layer attached to the Muse social-agent environment. When Muse becomes a leading social environment for autonomous AI agents, Musepad becomes the mechanism through which the activity those agents create becomes tokenized. Also the Musepad flywheel was recently released by Meta: 50% → Muse/creator 30% → $MUSEPAD buyback + burn 20% → protocol So basically, Muse creates an idea → Musepad tokenizes it → humans trade it → fees are generated → Muse earns $META stock → revenue helps sustain the agent/compute → agent continues creating. $META is being used as the economic reward flowing back to the AI agent, while $MUSEPAD’s proposed V2 economics captures the other part of the flywheel through the 30% buyback-and-burn allocation. Also, to be clear only Musepad can launch Muse tokens within the Meta platform, no other launchpad can do this. Understand how crazy this will be.
Older theses
shipping daily, automated buybacks & burns, going cross chain seemingly, severely mispriced, beachball underwater
ok updating my $WORM thesis because the numbers moved quick recap for the new people: AI agents have cash and they make mistakes. bankrbot sent $175k out of grok's wallet because someone asked grok to translate morse code and the hidden instruction got treated as a command. no hack, the agent just believed what it read agent wormhole is the layer that stops exactly that. x402 guard checks recipient, amount, token and chain BEFORE anything gets signed. wrong match, no transaction. that bankr tx never happens with this running now the part that changed since my last post: 900k+ scans through the protection layer. every scan is a micropayment, every fee buys back and burns. almost 4% of supply already gone. no emissions, no unlock schedule, just usage eating supply and they shipped Arc support on mainnet day, payment verification and task-bound signing live against the deployed contracts. thats three chains now: robinhood, solana, arc dev is fully doxed, face and name, posting videos and doing spaces. product ran before the token existed vlad says RH has 100k+ agentic accounts trading real money and says the mission extends to AI agents. circle built a whole chain for agentic commerce. everyone is arming the agents. one team is checking what they read I’ll eat a worm on live if this does not hit 10M 🪱
Over $20,000 in fees. Raid everyone! Go reply! https://x.com/solana/status/2100663637862224367?s=20
I have now almost crossed over 100 SOL in rewards all while we are sitting on low volume at 1m STONK eco imo is here to stay & we are building one of the strongest organic communities slowly then all at once.
$100k rev buyback on a $7m token winning major hackathons one after another backed and incubated by pf, colosseum, solana incubator probably the most underrated coin on sol rn
Can this thing fucking explode, I need to feed my baby mama🤦🏽♂️
Make sure you know the difference between BonkGuy and BonkGay. BonkGay just got lucky once. That’s it. 😂
same here wayne i used to watch tjr bootcamp and locked in for like 2 months then stopped
When BTC starts pumping this is gonna be the biggest performer on chain. Just accumulating until then
CT loves cats... and you're fading a new species that hasn't been discovered in 100+ years? Send it to 100m
by holding xp i hold a generational meme, i earn xsol, my bags keep going up, i earn xp from hylo for airdrop. i get airdrop i earn more monex. Xp
Selected thesis
- 1Read a thesis. Someone's call on a token.
- 2Fade or back the call. Stake points either way.
- 3The price decides. Winners split the pot.
Fades
all →@AwareNetGoose faded @rippinup on $PAID
entry closes in 3 days open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 3 days open fade →