My $BNKR investment thesis. Crypto's real 0→1 moment isn't payments or DeFi, it's becoming the permissionless money layer for autonomous AI agents. Bankr is building the financial infrastructure every onchain agent needs: wallets, execution, token launches, and LLM inference all in one stack. The numbers right now show a clear asymmetric upside multiples trade exists (even assuming no revenue growth): • ~$200K/day in fees ($73M annualized) • $607M total volume through Clanker v4 • Trading at 1.2x revenue Comps: HYPE 10x, VIRTUAL 30x, TAO 130x. Even the bear case is a re-rate. Full thesis attached 👇
deployer
@0xDeployer
we're building bankr to become the financial infrastructure for agents.
for a year plus we were building for humans — creating an agentic wallet and abstracting complexity through natural language. adding vetted tooling for bankr the agent to use.
we made these tools and the
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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