And another one I want to mention is solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump
If you just read my
$WWW research, this one will probably feel familiar because both are running almost the same meta :
AI agents + launchpad + tokens with their own āmindā
But thereās one interesting detail: solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump actually launched about a day before
$WWW
And after digging deeper, I found that while the narrative is similar, the flywheel behind each project is quite different
$WWW is currently winning on attention, while solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump has a treasury mechanism that I think is worth digging into
The chart also just made a pretty aggressive move from around $1.4M to a ~$3.6M ATH, so instead of chasing it here, I wanted to see whatās actually behind the move
1. What does solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump actually do?
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump is tied to AGENCY /
agencypad.fun, a Solana launchpad built around a simple concept :
āEvery coin gets a mindā
Instead of launching a memecoin and basically ending there, every token launched through AGENCY can have its own AI āmindā
At launch, creators can choose from AI models such as OpenAI, Anthropic, Google, Grok, etc. through OpenRouter
The mind can then observe the market, research the web/X, monitor holders and treasury activity, remember previous decisions, and use different capabilities provided by the platform
But the part that caught my attention the most isnāt the AI itself
Itās how creator fees are handled
According to the teamās docs, creator fees donāt simply flow back into the launcherās wallet. The routing is designed to direct those fees into the tokenās system, including AI credits + treasury, rather than letting the creator withdraw them directly
And this is where the flywheel starts
2. Volume is basically the fuel
AGENCYās current fee model is pretty interesting
For the first $0ā20 in fees, 100% goes toward model credits to wake the mind up
From $20ā100, the split becomes :
50% credits / 50% treasury
After crossing $100, it changes to :
70% token treasury / 15% AI credits / 15% platform
In simple terms :
Trading => fees => treasury + compute => mind stays active => treasury can be used for new actions
And this is where the āliving tokenā narrative actually comes from
The mind can use capabilities such as :
buybacks, burns, swaps, DCA, airdrops, jackpots, quests, contests, polls, holder rewards, treasury rebalancing, etc
So instead of the dev collecting fees and everyone having to trust that theyāll use them properly, Agency is experimenting with a different model :
route the fees into a treasury and let the mind decide how to use them within predefined rules
For me, this is the most interesting part of solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump
3. But the AI doesnāt actually control a wallet
I checked this part carefully because āAI managing a treasuryā can easily be misunderstood
According to the architecture published by the team, the mind doesnāt hold private keys and doesnāt directly sign transactions
It proposes an action, but that action still has to pass through a policy engine + spending limits + separate signer before execution
Basically :
AI decides => policy checks => signer executes
Itās not like theyāre giving Claude or GPT a wallet full of SOL and letting it send funds wherever it wants
I actually prefer this setup
Itās less sexy from a narrative perspective, but makes a lot more sense if the goal is for these treasuries to survive long term
4. solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump and
$WWW are similar, but theyāre not playing exactly the same game
This is where I think people are grouping both projects together a little too quickly
$WWW is more focused on :
compute => browser => research => memory
While the core of Agency is more like :
fees => treasury => autonomous financial actions
Put simply :
$WWW : give every coin an AI that can browse and think
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump : give every coin a treasury and let its mind decide what to do with it
Agency has also just added browser/research capabilities for its minds, so the feature gap between the two is already getting smaller
But for me, the core Agency thesis is still the treasury
And yes, Agency launched roughly one day before
$WWW in this current wave
That doesnāt mean Agency owns the concept or that
$WWW copied Agency
Autonomous agents, AI treasuries and agentic tokens existed before either of them
Iām only talking about the timeline of these two tokens that CT is currently grouping into the same meta
5. More importantly, the product is actually running
One thing I like about Agency is that the team didnāt just launch a token and sit around selling the narrative
Minds on the platform have already started generating public thoughts and using actual capabilities
A few examples I checked :
$GrokBot triggered a buyback after detecting a price decline
$shoggoth graduated and then opened a jackpot/poll
Other minds have run contests, quests, jackpots or buyback/burn actions
Even solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump itself kept its mind running after graduation with a āmonths, not daysā approach
The team also ran into an issue where the daily safety cap blocked buybacks/burns even when a treasury still had SOL, and later said they had adjusted that cap
I actually find this part interesting
Not because bugs are bullish, but because at least Iām seeing a product go through :
ship => hit problems => fix them => keep shipping
Thatās better than a nice website and nothing else
But I donāt want to overhype this either
The treasury actions Iāve seen so far are still mostly only fractions of a SOL at a time
Compared with the tokenās trading volume, thatās tiny
So :
having buybacks ā having buybacks large enough to sustain price
The mechanism is running
The economic effectiveness of that mechanism is still unproven
This is still a very early experiment
6. There are still plenty of risks
This is the part I donāt think should be ignored just because the narrative is hot
First, the token is extremely new and the chart just went vertical
Some scanners I checked also flagged bundlers at around ~18%, while liquidity at the time was only around $100Kā200K against several million dollars in volume
I donāt treat a scanner flag as proof that the team is doing anything malicious
But for a freshly launched microcap, volume/liquidity like this + bundle concentration is still something I want to monitor
The team behind the platform also remains fairly anonymous, and I havenāt seen a strong independent audit that would make me treat everything described in their security architecture as third-party verified
And thereās one very important distinction :
The 15% platform fee does NOT mean solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump holders receive 15% of the revenue
I havenāt found documentation saying solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump holders directly receive that fee
So Iām not valuing solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump as a revenue-sharing token simply because the platform generates fees
If the team later introduces clear tokenomics around this, the thesis can change
For now, Iām not going to invent utility the token doesnāt have
7. How am I looking at the chart?
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump just made a pretty clean move from roughly :
$1.4M => $3.6M MC
Itās now pulling back around the $3M+ area
I donāt like chasing here
The first area Iām watching is :
$3.0ā3.1M
This is around the bottom of the recent red candle and also a clean psychological level. If it holds, the drop from ~$3.6M can still just be a normal pullback
But the area Iād be much more interested in if the market gives it back is :
$2.0ā2.2M.
Thatās close to the key breakout area before the latest expansion and gives me a much cleaner R:R than buying near ATH
Deeper down :
$1.4ā1.7M
Thatās the accumulation zone before the latest leg
If that gets lost too, then most of the current breakout has effectively been retraced and Iād reassess the thesis from scratch
So for me :
$3.0ā3.1M - watch the reaction
$2.0ā2.2M - the dip zone Iām most interested in.
$1.4ā1.7M - final zone protecting the current structure
8. What catalysts do I want to see next?
Not another 20 KOLs tweeting about āAI agentsā
I want to see the mechanism prove itself
Specifically, I want to see a mind build a large enough treasury to execute a meaningful buyback/burn that is clearly visible on-chain, rather than another 0.x SOL action
I also want to see more minds staying awake, enough volume generating fees to keep them running, and the team continuing to ship new capabilities
If volume dies => fees die => minds go to sleep, then the entire āliving tokenā narrative starts losing its fuel
On the other hand, if activity keeps growing and treasuries start producing actions large enough for the market to actually notice, the flywheel becomes much more interesting
And thereās another indirect catalyst :
$WWW
$WWW is currently attracting more holders, liquidity and attention
If it keeps pushing the AI agent / living token narrative further, capital could easily start rotating into other names within the same meta
And Agency is one of the names I think deserves to stay on the radar
9. My final thesis
I donāt see solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump as simply āanother
$WWWā
They share a narrative, but theyāre experimenting with two different approaches
$WWW turns fees into compute so its minds can browse/research
Agency turns fees into treasury and lets its minds decide how to use that treasury within predefined limits
Right now,
$WWW is winning the attention game
But from a mechanism perspective, I think Agency is running a pretty interesting experiment
What I need next isnāt more narrative
I want to see :
larger treasuries => larger actions => visible buybacks/burns => more active minds => volume continuing to fuel the system
If those pieces start showing up while this meta stays hot, I think solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump could be one of the names capital rotates back into
But after a move from $1.4M => $3.6M, I see no reason to FOMO here
Iāll let the market give me the dip
7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump