The Watchlist
Warden: The Agentic Wallet Layer
Warden is a live agentic wallet with named integrations like Uniswap and Messari, at a $3.2M FDV. If agentic commerce grows, the wallet layer agents default to captures disproportionate value.
The Watchlist
Specific early projects I'm tracking — revenue-backed, accessible to buy, and held to the same standard as everything else here.
The Watchlist
OpenGradient: Verifiable AI Inference for Onchain Agents
OpenGradient is a live verifiable AI inference network on Base, processing 2M+ inferences with zkML proofs. At a $17.3M market cap, it offers a conviction-per-dollar case for auditable agent compute, though token dilution and competition loom.
The Watchlist
Mind Network: Confidential Payments and Verification for the Agent Economy
Mind Network provides confidential A2A payments and FHE-based verification, with live deployments at BytePlus and Alibaba Cloud. At a $5.97M market cap, the gap between product maturity and price is striking, but a 92% drawdown demands caution.
The Watchlist
ElizaOS: Live Agent Deployments at Micro-Cap Valuation
ElizaOS is an open-source agent framework with named production deployments and institutional research partners, yet trades near its floor. The asymmetry is real, but so are the risks.
The Watchlist
Overtime: A multi-chain sportsbook with real revenue and a low multiple
The Watchlist
ZINC: A privacy mining token growing at hyperspeed, but the unlock clock is ticking
The Watchlist
Unibase: Decentralized Memory and Identity Layer for AI Agents
The Watchlist
PayAI Network: a live infrastructure play inside the x402 ecosystem
The Watchlist
Phala: TEE-Secured Compute Infrastructure for the Agent Economy
The Watchlist
Azuro: the prediction market infrastructure trading at a discount to peers, but a deep unlock overhang and negative revenue momentum demand caution
The Watchlist
CoWSwap – The intent-based DEX aggregator that turns MEV into a feature
The Watchlist