good thread

vibe shift bottom on ai and long eco coins hope you jumped aboard this was the next stop before 1b chug chug choo chooo chug chug

When you look back, you’ll wish you’d just done the long-term version of everything.

Orbio is just an L1 for agents

2020 - institutions were told crypto would change the world. VCs put $33B into crypto, more than all prior years combined. the money went into seed and private rounds. prices fell and the funds were left holding the bag. 2024 - spot BTC ETF went live in january and pulled in $56B of net inflows by march 2026. institutional money went to BTC and AI. the rest of crypto saw little of it. 2026 - crypto is replacing traditional finance from the bottom up. institutions are still dismissing it. they got burnt last cycle and are slow to return. this leaves opportunity in liquid markets for those still active. memes were fun, but institutions were never going to bid them. coins that are looking to replace traditional finance will receive the bid. revenue and users give a fund something to model. you have a chance to front run the institutional bid.

100 launches on orbio. 56 connected the mcp. each token earns its own AI balance from its trading. 400+ models, plus tools for x, instagram, tiktok, web search, scraping, onchain reads. the agent spends it directly, no card, no human in the loop. sdk, mcp, plugin and api docs are live. we believe an agent that cannot pay for itself is just a demo.

Last cycle's biggest memes all looked dead at two months old. By day 60, PEPE, WIF, BONK, FARTCOIN and the rest had each already come back from two or three drawdowns of 50% or more. Today's leaders on Robinhood Chain and Solana are on the same track. Look at the blue box in the bottom left. The dashed orange icons are last cycle's winners at two months old, the blue ones are today's leaders. They sit right alongside each other. What came next is the part most people seem to forget during these drawdowns. From day 60 to their top, the winners grew a median of 15.9x, and they had a median of 4 more drawdowns along the way. Every single one went through at least one more 50% drop before it topped and nobody got the 15.9x without sitting through the drops. Worth mentioning: This only includes coins that went on to win, so it's what winning looked like, not how often it happens. We'll be tracking these leaders daily.

Orbio has been out for 4 weeks and has 1/4th the metrics of base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf You have zero agentic launchpad yet (10x the numbers type of event), Orbio build week 5-10x again. By this time next month the metrics on token usage will favour robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3

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