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 👇
twitter.com/Ethanh141/status/2...