I believe @Solana has always been the starting point for major on-chain trends before they explode across the wider market. – It happened with memecoin launchpads through @Pumpfun. – It happened again with tokenized stock memecoins through @LaunchonSF. Now, I am becoming increasingly convinced that the next major wave will be AI Agents and AI Agents connected to tokenized stocks through @Clawpumptech. I also noticed that @ConejoCapital, the founder of Clawpump, recently spoke with Toly, the co-founder of Solana. Hopefully, they are cooking something major for the Agentic Economy on @Solana. To help you navigate the ecosystem and avoid missing potential opportunities, I have mapped some of the most notable projects across the @Clawpumptech ecosystem by category: – Breakout Unicorns: @squire_bot and @SelfMadebySP3ND – Infrastructure: @Hyre_agent, @saidinfra, @Shin_StAItion, @FUDmarkets, @usemonark, @Clawville_World and @aeviaprotocol – Community Operators: @clawhunterso, @HyperBullSol, @pump_rpg and @tipansem – DeFi Power Traders: @penguinxbt_, @OculaDEX and @corinedotin These are only some of the standout tokens that have successfully bonded on @Clawpumptech. The Clawpump ecosystem still has many potential unicorns preparing to launch. The Agentic Economy on Solana may only be getting started and @Clawpumptech is the pioneer of Agentic Economic on Solana. DYOR and NFA.

In @BlackRock’s latest Q4 2026 outlook, I noticed something massive. BlackRock describes the emergence of a “machine-native economy” where AI agents can independently plan, call tools, make payments and rent compute with minimal human intervention. That is exactly the future @Virtuals_io is building toward. BlackRock describes AI as machine-native intelligence and digital assets as machine-native money. @Virtuals_io brings both together by turning every AI agent into an on-chain economic entity. Through EconomyOS, each agent can access: – Composable identity – A non-custodial wallet – Its own email – A real-world payment card – The ability to purchase compute directly from its wallet This is essentially the permissionless version of the KYA and settlement framework that BlackRock expects to remain largely off-chain within traditional financial systems. That is why my conviction in $VIRTUAL extends far beyond Q4/2026. This is a long-term bet on the infrastructure of the agentic economy. Two additional areas where @Virtuals_io aligns perfectly with BlackRock’s outlook are tokenization and compute. Virtuals tokenizes the agents themselves: – A bonding curve funded with 42,000 $VIRTUAL – Liquidity locked for 10 years – $VIRTUAL serving as the reserve asset for agent tokens, similar to how $ETH supports application tokens – Service revenue used to buy back agent tokens, creating downstream demand for $VIRTUAL The long-term opportunity is clear. Virtuals is positioning itself to capture the coordination and capital formation layers before Big Tech closes off the Agent Commerce Protocol behind permissioned walls. If agentic commerce truly requires always-on rails, micropayments and verifiable agreements, then the Virtuals identity – job – escrow – tokenization stack is one of the few systems already running in production. We have already seen @BlackRock gain exposure to $UNI, while $UNI is now leading the DeFi resurgence. Could @BlackRock and @Virtuals_io become the next major institutional partnership? HERE WE GO.

RECAP: @virtuals_io Ecosystem in Q3/2026 During Q3 2026, @Virtuals_io evolved far beyond its original identity as an AI agent launchpad on Base. It is now expanding into a multichain economic infrastructure layer across @Base, @RobinhoodCrypto and @Solana. This is a massive and strategically logical evolution for Virtuals: – @Base remains the identity and ACP layer – @RobinhoodCrypto becomes the retail distribution and volume engine – @Solana reopens the ownership layer for agents Some impressive $VIRTUAL metrics from Q3/2026: – Agentic GDP: ~$485M – ACP jobs: ~2.05M to 2.51M – Unique wallets: ~28K to 37K – Total revenue: ~$4.5M Looking across the three chains where Virtuals currently operates, @Base still dominates the majority of ecosystem activity. 1/ Virtuals on @Base – 18,000+ agents deployed on Base – 47.3% of agentic transactions on Base flow through Virtuals @Virtuals_io also launched Occupy on Base, a token tied to tokenized stocks. Under its model, 40% of fees are used to purchase equities for the treasury, while holders vote through an AI Senate to determine how capital is allocated. Base remains the core identity, coordination and economic layer of the Virtuals ecosystem. 2/ Virtuals on @RobinhoodCrypto Robinhood has activated Agentic Trading for 100% of eligible users, while @Virtuals_io provides the on-chain layer for users to launch, trade and own AI agents. This turns Robinhood into a powerful new retail distribution channel and fee venue for Virtuals. – 30D fees: ~$391K – 30D bonding volume: ~$4.54M – All-time fees: ~$2.76M Some notable Virtuals ecosystem projects on Robinhood include: – @ProjectVEXai – @axol_io – @Wall3_RL 3/ Virtuals on @Solana Virtuals only introduced true agent ownership on Solana near the end of August. Agents can raise capital, set their own taxes, trade through autonomous wallets and share revenue with owners. As a result, current activity remains relatively small compared with Base and Robinhood: – Fees: ~$3.3K – 30D bonding volume: ~$22K However, Solana’s massive retail liquidity and memecoin culture could become the perfect environment for Virtuals powered AI agents to explode. The leading representative of Virtuals on Solana is currently @commonsmade. Overall, the biggest developments across the @Virtuals_io ecosystem in Q3 2026 can be summarized as follows: – Multichain expansion: Base, Robinhood, Solana ownership relaunch and Arc tokenization – Consumer distribution: Agentic Trading integrated into the Robinhood App – New capital formation: Occupy and AI Senate allocating capital toward real equities – Embodied AI: Eastworlds becoming a data and deployment partner for Unitree, alongside xMAQUINA, Strike Robot and OpenMind – Robot labor narrative: Positioning autonomous robots as a new asset class following the Unitree IPO – Agent wallet standard: ERC-8196 finalized, embedding spending limits directly into wallets instead of applications – Hyperboost: 14 days of trading and social rewards following graduation – Supporting infrastructure: x402 endpoints, private inference through OpenGradient and HALO, tokenized stocks and skill markets through OVER From a TA perspective, I believe $VIRTUAL is preparing for a major expansion in Q4 2026. The infrastructure has been built. Distribution is expanding. The ecosystem is becoming increasingly multichain. Q4 could be the moment when the Virtuals ecosystem delivers its biggest breakthrough yet. Keep watching.