Thread
Details
- Posted upstream
- 2026-09-17 22:34:42 UTC
- First seen
- 2026-09-17 22:34:47 UTC via feed
- Chain
- Robinhood Chain (4663)
- Position when posted
- $49.8K
- Token address
- 0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d
- Author's older theses
- 22
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- 0
Other theses on this trade
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 🪱
Join the spaces and listen to the news from the dev: https://x.com/i/spaces/1DxLdZkymDwxm
AI agents are already spending real money. Robinhood alone has 100,000+ funded agentic accounts, with agents executing trades autonomously. The problem showed up fast: BankrBot sent ~$175K out of Grok's wallet after a prompt injection hidden in a morse code message. No hack, no stolen keys. The agent just trusted what it read. $WORM is the layer in front of the signature: recipient, amount, token and chain verified against the merchant's own quote before an agent signs. Wrong match, no transaction. The product ran before the token existed. 640K+ scans and counting, every launch on Robinhood Chain checked at creation, and talks ongoing with launchpads to integrate the layer. Agents move the money. WORM makes sure it goes where it should.
Vlad Tenev quoting Vitalik talking about exactly Agent Wormhole’s tech… It’s just a matter of time boys n girls. https://x.com/vladtenev/status/2100412583253819705
AI agents are already spending real money. Robinhood alone has 100,000+ funded agentic accounts, with agents executing trades autonomously. The problem showed up fast: BankrBot sent ~$175K out of Grok's wallet after a prompt injection hidden in a morse code message. No hack, no stolen keys. The agent just trusted what it read. $WORM is the layer in front of the signature: recipient, amount, token and chain verified against the merchant's own quote before an agent signs. Wrong match, no transaction. The product ran before the token existed. 640K+ scans and counting, every launch on Robinhood Chain checked at creation, and talks ongoing with launchpads to integrate the layer. Agents move the money. WORM makes sure it goes where it should.
The thesis never changed. Agent Wormhole is not just the first coin with this tek, it’s the first ever company to release it. And yes… It’s a registered company in the Ontario Business Registry. Look it up.
Agent Wormhole currently building for Arc https://x.com/agentwormhole/status/2099532375382204504
This is not just the first coin with this tech, it’s actually the first ever company to build it. Elon have been talking about it, Vlad have been talking about it and Anthropic have been researching it. Dev is fully doxed with face and name. He’s been posting videos about the tech and also doxed on a space some days ago. AI agents have access to cash and they make mistakes. this already happened when bankrbot sent $175k out of grok's wallet because of a prompt injection. someone literally asked grok to translate morse code and the hidden instruction inside got treated as a prompt. Agent Wormhole's security layer is built to stop exactly that. x402 guard verifies recipient, amount, token and chain BEFORE an agent signs anything. if the payment doesnt match the actual quote, it gets refused. that bankr tx never goes through with this layer in place now zoom out and look where this is heading RH has agentic trading live. real AI agents connected through MCP, analyzing markets, executing real trades. Vlad Tenev’s own words: "Our mission has always been to democratize finance for all, and now, that mission extends to AI agents." and robinhood says it themselves: agents can make mistakes, misread instructions, act unexpectedly. its in their own disclosures. they know so: robinhood → agents → real money → and a proven attack (bankr) sitting right in the middle of that chain WORM fills the hole and its already on pypi, the launch layer already scans every token created on RH chain. product was running before the token existed tokenomics: every scan is a micropayment, every fee buys back and burns $WORM. no emissions. product gets used = supply goes down
Tech dev currently live on space fully doxed with camera. Send this to 100M asap zulu
Dev just bought back burned 3.2% from all the scans/microtransactions that happened before token launch. Boooollishhh
This is not just the first coin with this tech, it’s actually the first ever company to build it. Elon have been talking about it, Vlad have been talking about it and Anthropic have been researching it. AI agents have access to cash and they make mistakes. this already happened when bankrbot sent $175k out of grok's wallet because of a prompt injection. someone literally asked grok to translate morse code and the hidden instruction inside got treated as a prompt. Agent Wormhole's security layer is built to stop exactly that. x402 guard verifies recipient, amount, token and chain BEFORE an agent signs anything. if the payment doesnt match the actual quote, it gets refused. that bankr tx never goes through with this layer in place now zoom out and look where this is heading RH has agentic trading live. real AI agents connected through MCP, analyzing markets, executing real trades. Vlad Tenev’s own words: "Our mission has always been to democratize finance for all, and now, that mission extends to AI agents." and robinhood says it themselves: agents can make mistakes, misread instructions, act unexpectedly. its in their own disclosures. they know so: robinhood → agents → real money → and a proven attack (bankr) sitting right in the middle of that chain WORM fills the hole and its already on pypi, the launch layer already scans every token created on RH chain. product was running before the token existed tokenomics: every scan is a micropayment, every fee buys back and burns $WORM. no emissions. product gets used = supply goes down paired against tokenized PLTR too. AI security token trading against the AI security stock. poetic im early and im not selling.
RH got Agentic Trading, but they still dont got a proper security layer. Vlad said it himself: "Our mission has always been to democratize finance for all, and now, that mission extends to AI agents."