AX1 (@ax1vc) / X

AX1

752 posts

AX1

@ax1vc

🟦 we read, fund, and build onchain - @base first

grants: 2/100 out (2026)

Joined April 2023

Pinned
AX1
@ax1vc
Apr 16
Agent activity is clustering around @base And x402 is making the payment layer more real. Introducing Agentic Dune Dashboard V2. We refreshed the dashboard across the board - updated older datasets, tightened up existing views, and made the whole thing cleaner and easier to
BASE Agentic Ecosystem | Dune
From dune.com
1.3M
AX1
@ax1vc
14h
Onchain agent activity should 1,000x this decade Right now the real money moving through it is down 77% from its peak. What's actually broken? The rails are basically done. This week alone: Ripple shipped an agent-payment kit on x402, and Mastercard launched Agent Pay for
AX1
@ax1vc
Jun 10
$BASE at $40B FDV looks ridiculous until you model the mechanism It's the stack Coinbase built around it: Coinbase-scale distribution through the Base App, ~$4B in onchain USDC liquidity now plugged into Visa settlement, $78M in sequencer revenue last year. Looks like a solid
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AX1
@ax1vc
Jun 10
$BASE at $40B FDV looks ridiculous until you model the mechanism It's the stack Coinbase built around it: Coinbase-scale distribution through the Base App, ~$4B in onchain USDC liquidity now plugged into Visa settlement, $78M in sequencer revenue last year. Looks like a solid
79K
AX1
@ax1vc
Jun 8
The ai billing problem is bigger than model costs. Everyone can see the demand side now: usage wants to be metered. The supply side is already here - just not where anyone is looking. Per-seat was already mispriced for heavy users. For agents, it barely maps at all. No one is
Tommy
@Shaughnessy119
Jun 2
The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening - Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs - For real business use you have to move
27K
AX1
@ax1vc
Jun 4
Replying to @ax1vc
fabiano.sol
@FabianoSolana
Jun 4
.@solana is leading the collectibles market with nearly 60% of total volume: - Solana: $800M - Polygon: $500M - Base: $100M No surprise that Collector Crypt is literally running out of cards According to @ax1vc's dashboard they distributed over 3 million cards !! in 2026 alone
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AX1 reposted
fabiano.sol
@FabianoSolana
Jun 4
.@solana is leading the collectibles market with nearly 60% of total volume: - Solana: $800M - Polygon: $500M - Base: $100M No surprise that Collector Crypt is literally running out of cards According to @ax1vc's dashboard they distributed over 3 million cards !! in 2026 alone
AX1
@ax1vc
Jun 3
Collectible Cards Dune V2 is live The onchain card market got easier to read. V1 showed people are already using tokenized collectible cards. V2 starts showing how they use them: flow composition, project comparison, chain behavior, aftermarket activity, and user quality.
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AX1
@ax1vc
Jun 3
Collectible Cards Dune V2 is live The onchain card market got easier to read. V1 showed people are already using tokenized collectible cards. V2 starts showing how they use them: flow composition, project comparison, chain behavior, aftermarket activity, and user quality.
Cards Market 2026: The Gacha Economy Across Chains | Dune
From dune.com
475K
AX1
@ax1vc
Jun 1
Replying to @ax1vc and @UseLucentHQ
rewards have been sent to the winners, congrats!
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AX1
@ax1vc
May 28
Replying to @ax1vc
if you’re making @base more useful - through agents, data, infra, research, or consumer loops - we probably want you in the room. @ax1vc
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AX1
@ax1vc
May 28
Article
Mining Wasn’t Supposed to End Here
Notes on Pearl Research, useful work, and the market risks around the thesis. Most AI x crypto pitches start to blur after the third deck: GPUs, marketplaces, incentives, “decentralized compute.”...
48K
AX1 reposted
AX1
@ax1vc
May 25
X Space - Thursday, May 28, 5PM UTC AX1 is partnering with @UseLucentHQ Lucent is an Alliance alum building in one of the harder corners of investing: biopharma. Join us with @JulianMalinak, co-founder of Lucent, to discuss why biopharma may need a much better investing
AX1
Host
Lucent: From AI Biopharma Intelligence to Tokenized Market Access
288 tuned in
94K
AX1
@ax1vc
May 27
Replying to @ax1vc
we’ll start opening the loop soon, follow @ax1vc if you’re building, researching, routing agents, or doing weird useful stuff on @base - stay close.
1.3K
AX1
@ax1vc
May 27
small leak from the kitchen: ax1 ~/console is waking up. @base x agentic. drop your wallet. thank me in Q3.
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