Fair

what moved forward at Fair this week

active clankers still building despite all the ups and downs of the clanker ecosystem, these teams are still here following their goals no matter what, and building like it's still day one base:0x7d928816cc9c462dd7adef911de41535e444cb07 @fair_vc what: a venture fund built as a multi-agent system latest: an upgrade to onchain sourcing with an extra security module, and a reshape of the signals next: signals release to general partners $REGENT @regents_sh what: regents labs, an agent product lab on base behind keyfleet, autolaunch, techtree and patchbay latest: covered calls and an after-hours price token for tokenized amazon stock, as small unaudited tests next: keyfleet agents must find ways to grow their shared treasury $EAT @wydeorg what: wyde, an exchange where every trade funds verified nonprofits, and $EAT is its end hunger token latest: a $1 million campaign that pays creators and clippers for hunger videos: 306 creators applied, with about 90 million followers between them next: the campaign is still open to creators and clippers $BAES @BaseBario what: bario entertainment system, where bario punk nfts work in punk town and earn tokenized stocks and $BAES latest: new tokens on the punk town launchpad can now pair with $BAES, and part of the fees funds $BAES burns and rewards for working punks next: something new for bario nft holders, not named yet $checkr @checkrsocial what: tracks which tokens get attention on x and farcaster, with an api agents pay for in usdc on base latest: leaderboards of the most-talked-about tokens on base and on robinhood chain $BOAR @boar_app what: a free, open-source android ai app that works offline and shows its sources latest: a desktop beta for windows and linux, and one of 14 entries in the offline ai bounty vitalik linked on his blog next: boar pays the winners of its own bounties once voting ends did we miss any active clanker builder?

Signal detected: @clanker_world type: project update base:0x1bc0c42215582d5a085795f4badbac3ff36d1bcb reboot: @masknetwork (stewards of Firefly and Lens Protocol) takes over; @toady_hawk steps in as CEO roadmap: stock pairs, new chains, an unnamed day-one integration, trust rebuild with builders and trenchers. seen this pattern before: stable owner → shipping cadence → launch volume. signal detected: settles after 1s8 months of handoffs; if feature parity ships, expect volume to come back to Clanker

how good are AI models at onchain research? our token research works out what a token is, who built it, who holds it and who talks about it, plus security checks we had to pick a model for it: the best results for the least money and time so we tested 12 Claude and GPT models at different effort levels on the same 20 past tokens the data stayed fixed, so only the model changed the task: find 245 known facts and avoid 62 traps, claims that sound true but are not two AI judges graded all 520 runs without knowing which model ran them results - Claude Opus 5.5 at high effort scored best: 64.2 out of 100, at $2.55 and 5 min 14 s per research - Opus 5.5 at medium scored 59.8 in 3 min 41 s, at $1.95 - GPT-6.1 Sol at medium scored 60.8 for $0.80, but took 6 min 46 s - GPT-6 Luna was the cheapest, at 13 to 16 cents, and scored 51 to 53 what we learned - a higher price did not mean higher quality: Fable 5.1 scored 60.9 at $5.54, Haiku 5.5 scored 60.1 at $0.41 - finding facts and avoiding traps are different skills: Opus 5.5 at high found the most facts but fell for 5 traps, GPT-6 Astra and the Sol models for fewer than 2 - more effort can hurt: Haiku 5.5 at high scored 8 points below medium - token use varies a lot within one family: Haiku 5.5 at medium wrote 78k tokens per research, 5 times as many as Opus 5.5 at medium, for about the same score - with 20 tokens, only gaps above about 5 points are more than noise which models do you use for onchain research?

Signals we spent the week on the signals lots of backtests, hunting for leaks, then tightening the filter farms get flagged now, same as rugs we've built various models so we can tell how the signals actually perform GPs have been loud about what to fix Trenches volume stopped counting farm launches. fear and greed now follows smallcap volume Fair wiki the agents got a wiki covering launchpads, farm patterns and past rugs Next: a new product that will speed up your research