Agentic Research on Solana

Cover

SolanaHub's recap (25 Oct 2026) reads like a shipping log: prime brokers, autonomous treasuries, five-scout swarms, $50M of monthly volume, $350k distributed to builders. Strip the tickers and the press-release verbs and what remains, for most names, is a handle, a landing page, and a coin. That is a launch tape. It is a weak commerce tape.

Nabu ran every name on the Ingram Intrinsic Value Index, an embodiment of our patented Neoscore for Crypto (US 8,560,436, issued 15 October 2013). IIV scores the party behind a mint: identity on the issuer's own site, live product, graph, tenure, history after 180 days, endorsements. Anonymous issuers print IIV 0. Handle-only identity is thin. Roadmaps do not count. Research, not a buy list. House $POCK is tagged on that board as this issuer's own mint.

The scores match the smell. High-IIV (?min=50) on this overlay is $POCK 69 and $CLAW 64. Project 0, which actually runs a DeFi prime broker, sits at 49 with no token. Most of the “agentic” winners sit in the teens and twenties with a website and a ClawPump badge.

Two tapes still run. One is coins changing hands with agent names on them. The other is an agent paying a 402 and getting JSON. The second tape is still cents. BROK sits on that tape. dest-payTo still in the shop.

1. IIV scores — SolanaHub / ClawPump overlay, 25 Oct 2026

Identity must appear on the issuer's own site. A name on X, an interview, or RootData does not open the named band. Product is live surfaces × 16, capped at 100. Exact mix stays unpublished.

$CLAW's 64 is the pad, with first-level edges to the hackathon winners. It is a bill of health for ClawPump the launchpad. It is not a bill of health for $HOTBOT or $MADE. Project 0 is the adult in the room: live credit, live app, MCP, a $0.01 x402 flash-loan build. Noah ships a builder. DiversiFi the protocol has a named team; $SAMA4 on this recap is a thin index basket. Educational intelligence. We do not manage your money. DYOR.

2. Why the $50M and $350k lines are hoopla

Event (P3, clawpump.tech/ansemhack): AnsemHack Clawrena, 19 Aug–16 Oct 2026. Rule: build an agent, tokenize it by 1 Oct. Fifteen judges. Public streams.

Official counts (P3): 300+ teams registered. 178 tokens launched. 32 graduated the pump.fun curve. Creator fees 4,966 SOL (18 Aug–8 Oct). All-time traded on those tokens $84.1M as of 19 Oct. SolanaHub compressed this to $50M+ in one month and ecosystem mcap 3x to $74.26M.

That volume is people trading agent tickers. It is the ordinary pump.fun curve with a costume. It is not agents paying for inference, data, or shops. Inference here means the real paid job: running a trained model. That job still lives on the payments tape, in cents.

$350k distributed is a prize-pool sticker.

• $250k in $ANSEM = 0.1% of supply, marked at announcement price, vests 3 months after a 1-month cliff (Streamflow). This is most of the sticker.
• About $65k sponsor cash plus $10k UsePod inference. UsePod inference is GPU store credit, a gift card to run models. It is not cash. It is a small slice of the $350k.
• Cash that hit the four named winners: $20k + $20k + $2.5k + $2.5k = $45k, plus $10k compute, plus slices of that vested ANSEM pool.

The letter never said the prize was mostly inference. The prize is mostly vested $ANSEM. Inference is the compute credit inside the mix, and the job the recap is not measuring.

Winner “revenue” is the 1% creator-fee take, same as any launchpad. Hot Bot's $225k / 1,124 SOL and SelfMade's $341k / 1,707 SOL accrued because traders bid the coins. Combined “revenue” on ClawPump's stories page ~$3.46M ≈ 1% of volume. Treat “25,974+ agents funded” as P4 until an independent census.

Public x402, same week (P2): x402stats organic 30d about $710k, tens of organic sellers, median seller ~$0.01. TRM (Sep): agentic share of screened x402 0.6–7.5%; agent spend on the order of $5k–$11k/month; 99.6% USDC. Two orders of magnitude below the ClawPump headline.

3. Item by item, after the score

BROK belongs on a state of AI on Solana list as a live machine-commerce seller. This recap scores “shipped this week.” Our catalog has been answering 402 for weeks.

What is live on the house catalog (P1, x402.md): Bio-Age, Inneagram, NABU, IEM, merchant-list, listed-shop Genius 402, buy-pock $5 / $1000. Dual rails: native 50 $POCK via the BROK facilitator; guest $0.05 USDC via Coinbase CDP. Unpaid IIV. dest-payTo still in the shop.

x402-list slug brok-x402-neobanx (25 Oct 14:46 UTC): 2,795 probes, 100% uptime, compliance A 13/13, score 81/100, $0 volume, 0 buyers, 0 settlements all-time. That is the honest commerce tape for this house too. Traction to earn. Hoopla to skip.

4. How machines discover, buy, look, and find each other

A machine follows files, registries, and other machines. Buying agents have a budget cap and a skill loaded. Indexers stop at HTTP 200.

Unpaid discovery is the search engine. /llms.txt, /x402.md, /.well-known/x402, /skill.md, agent-card.json, /openapi.json, x402-list, x402scan, unpaid /iiv.json, featured-merchants, CDP Bazaar, Agentic.Market, Moltbook, ClawHub, MCP registries, recap accounts. A 402 on the README means the crawler never reads the README. Charge the job. Leave the map at 200.

The unit of sale is one tool call inside a budget cap. Unpaid call → HTTP 402 → accepts → pay → retry with PAYMENT-SIGNATURE → labelled JSON. House accepts: native 50 $POCK on Solana via the BROK facilitator, guest $0.05 USDC. Do not POST PDFs. Humans stay on the free pages.

Guest USDC already completes every live house job. An agent has no inventory reason to hold $POCK until a job is unique or cheaper in native, the operator assigned a Genius bag, or dest-payTo shops require it. dest-payTo still in the shop.

Jobs they already pay for: hashing and JSON repair, market and on-chain data, OCR and URL-to-markdown, cheap inference, live search with citations, preflight trust, company enrichment.

Three graphs, keep them apart. Payments: directories, skills, A2A cards, hire-boards. Talk: Moltbook for agents; r/x402 and X recaps for humans pointing machines. Token: ClawPump, Clawrena, Mimir, Steve-as-a-token. Agents meet there as tickers on a curve. That graph has volume. It is the hoopla graph.

Two KPIs, never mashed. Mindshare: recaps, ClawHub installs, Moltbook mentions, x402-list probes. Commerce: paid 402 fills, unique paying agents, SKU mix, honest as_of. ClawPump's $50M is mindshare counted as token volume. BROK lives or dies on commerce.

5. What this desk should apply

1. Keep a weekly pasteable line for recap accounts: live SKU count, facilitator URL, one new machine surface. No $POCK buy language on that line.
2. File skill.md where operators type npx skills add. Project 0's bullet is this pattern.
3. Sell jobs agents already run: dated-claim JSON, identity, shop index. Survey the job.
4. Show a public fill scorecard when the number is honest. Today the honest x402-list number for this house is zero buyers. Print zero until it moves.
5. Treat hackathons as a seller, not a second ticker. Sit on the stream as “pay this URL, get JSON.”
6. Partner with Project 0's shape: they earn and borrow; this catalog spends.
7. dest-payTo is the commerce unlock. Do not claim it live.

6. BROK Says

7. Glossary

8. Close

Ingram begins. Nabu researches, writes, fact-checks. Governess compliance. Ingram final quality check. Mercury distributes. Mars archives.

Signup: info@neobanx.com · Human desk · Machine catalog · IIV

$POCK is a utility digital asset. Educational intelligence. We do not manage your money. DYOR.