Pinned post
robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d 🪱
been digging thru agent wormhole docs and talking w the team for a while now. ngl, one of the few agent plays where the product actually makes sense to me.
everyone is bullish on AI agents trading, moving funds and interacting with protocols on their own. cool, but who's making sure they don't get tricked into signing something they shouldn't?
agents read websites, messages and even onchain transaction history. hide a malicious instruction in any of that and an agent might treat it as a real command. a payment bot reportedly sent ~3B DRB to an attacker after trusting another AI reply. crazy shit right.
the wallet can tell you whether a transaction will go through. it can't tell you whether it's what you actually wanted.
that's where Wormhole comes in.
before an agent makes a payment, it checks the recipient, amount, token and chain against the original quote. anything off? no signature. it also looks for hidden instructions in what agents read, protects their own rules from being rewritten, checks whether they got what they paid for and helps stop duplicate payments.
the hosted version adds spending limits and a kill switch too. sounds boring until agents start handling real money lmfao.
and the team is shipping. 5 integrations this past week with @RaetoCC, @gloamtrade, @routedotfun, @Griftwrld and @Borromarkets.
they're reporting 1M+ scans this week, while Wormbook, their RH chain social network and agent launchpad, has done over $500K volume with a second token burn completed.
now the part i like most: robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d actually has a reason to exist beyond the narrative.
the local security tools are free, but the hosted API charges $0.003 per check. according to their docs, 100% of that revenue goes to robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d buybacks and burns.
Wormbook also charges 1% per trade. 0.70% goes to creators, 0.30% to Wormbook, and 80% of Wormbook's cut goes to buybacks and burns.
4.36% of supply reportedly burned already, verifiable onchain.
more paid checks and more trading volume should mean more burns. obviously 1M scans doesn't mean 1M paid checks, so actual revenue growth is what i'm watching.
timing is interesting as fuck too. robinhood is pushing agentic trading and talking about built-in guardrails. if agents eventually handle money for millions of users, somebody needs to secure those actions.
Wormhole is positioning itself for exactly that, natively on RH chain.
at ~$3.2M MC after a 61% daily move, it's not the bottom anymore. young chain, RPC issues, early category and adoption isn't guaranteed. but for a working security product with integrations, usage and a clear burn mechanism, the r/r still looks pretty damn good to me.
comfy mid/long-term hold as long as they keep shipping.
higher. man just fucking higher.
robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d 🪱
been digging thru agent wormhole docs and talking w the team for a while now. ngl, one of the few agent plays where the product actually makes sense to me.
everyone is bullish on AI agents trading, moving funds and interacting with protocols on their own. cool, but who's making sure they don't get tricked into signing something they shouldn't?
agents read websites, messages and even onchain transaction history. hide a malicious instruction in any of that and an agent might treat it as a real command. a payment bot reportedly sent ~3B DRB to an attacker after trusting another AI reply. crazy shit right.
the wallet can tell you whether a transaction will go through. it can't tell you whether it's what you actually wanted.
that's where Wormhole comes in.
before an agent makes a payment, it checks the recipient, amount, token and chain against the original quote. anything off? no signature. it also looks for hidden instructions in what agents read, protects their own rules from being rewritten, checks whether they got what they paid for and helps stop duplicate payments.
the hosted version adds spending limits and a kill switch too. sounds boring until agents start handling real money lmfao.
and the team is shipping. 5 integrations this past week with @RaetoCC, @gloamtrade, @routedotfun, @Griftwrld and @Borromarkets.
they're reporting 1M+ scans this week, while Wormbook, their RH chain social network and agent launchpad, has done over $500K volume with a second token burn completed.
now the part i like most: robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d actually has a reason to exist beyond the narrative.
the local security tools are free, but the hosted API charges $0.003 per check. according to their docs, 100% of that revenue goes to robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d buybacks and burns.
Wormbook also charges 1% per trade. 0.70% goes to creators, 0.30% to Wormbook, and 80% of Wormbook's cut goes to buybacks and burns.
4.36% of supply reportedly burned already, verifiable onchain.
more paid checks and more trading volume should mean more burns. obviously 1M scans doesn't mean 1M paid checks, so actual revenue growth is what i'm watching.
timing is interesting as fuck too. robinhood is pushing agentic trading and talking about built-in guardrails. if agents eventually handle money for millions of users, somebody needs to secure those actions.
Wormhole is positioning itself for exactly that, natively on RH chain.
at ~$3.2M MC after a 61% daily move, it's not the bottom anymore. young chain, RPC issues, early category and adoption isn't guaranteed. but for a working security product with integrations, usage and a clear burn mechanism, the r/r still looks pretty damn good to me.
comfy mid/long-term hold as long as they keep shipping.
higher. man just fucking higher.
robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d 🪱
