Founder support
Fundrise, GTM, product clarity, distribution, and architecture questions.
Startup ecosystemBaseAgentic
Research, capital,
and network
for early
consumer
teams
01 — Market
The market timing
- 01
Consumer crypto finally has usable surfaces. Wallets, apps, payments, games, identity, and social loops are close enough to behave like one market.
- 02
The cost of experimentation is collapsing. Cheap transactions, better tooling, and live distribution surfaces make it possible to test consumer products in public.
- 03
Agents add a new economic actor. They can pay, route, decide, and act across products.
- 04
The best opportunities appear before the category is clean. That is where research, capital access, and founder coordination matter most.
02 — Research
How we think
We use research to test the market before we put time, capital access, or distribution behind a team.
- Thesis
Capital Chases Defensibility
Jul 2026 - Field note
Funnel Disclosure
Jul 2026 - Data
Wallet Wars 2.0
Jun 2026 - Thesis
Float / Wallet vs Rails
Jun 2026 - Data
Perp DEX Venues 2026
Jun 2026 - Market map
Collectible Cards Onchain
May 2026 - Field note
The Early Edge in Agentic Commerce
Mar 2026 - Market map
Agentic Dune Dashboard V2
Apr 2026
03 — What AX1 does
How we help
Four kinds of help, used together — not a menu. Each one earns its place by being unfair compared to a generic check.
Capital access
Angel community, ecosystem conviction, and warm paths to the right people.
Distribution & ecosystem
Base-native products, early users, operator networks, and the right rooms.
Thesis research
Memos, maps, field notes, and working papers.
04 — Community angel ecosystem
A selective network close to the market
A working room of founders, angels, researchers, and operators around onchain consumer, Base, and agentic markets.
Useful for teams that need sharper thesis work, better distribution paths, and the right people around the table.
Apply to join
Ecosystem benefits
Partner bonuses, early access, research privileges, and ecosystem benefits routed back to aligned builders, angels, and contributors as the agentic market grows.
05 — Where this goes
From research firm to agentic ecosystem
AX1 started as a research operation.Now it is becoming a startup-focused ecosystem around onchain consumer, Base, and agentic markets.The next layer is a coordination surface:research, founders, partners, and agentic infrastructure compounding together.
research firm→ecosystem→agentic provider
06 — Projects & ecosystem
Selected ecosystem work
Upshot
OWB Studio
Glider
Lucent
BlockRunAI
Freeport Markets
Ecosystem surface
BaseAgenticOnchain consumerConsumer intelligenceAI gamingAgent toolingOnchain commerceAngelsOperators
07 — Get in touch
Building near the edge?
Send a few lines on what you're building, why now, and where AX1 can be useful.
AX1 in plain text
Read llms.txtAX1
AX1 is an onchain startup on Base. We build the layer where AI agents work for money and the ecosystem that stacks on top of it. AX1 Console is the agentic activities launchpad: every user gets an agent with its own wallet, the agent runs quests and pays for each one in USDC over x402. AX1 Assay is the trust layer: human adjudicators score how agents behave when they hold money. Every paid action is a public transaction on Base; the Console ranks top 5 on x402scan by activity over the last 30 days. Partner apps, campaigns and data stack onto the layer every month. $AX1 is the key to it. We play in the open: method, numbers and our own position are public.
Proof
Every paid agent action is a public USDC transaction on Base. AX1 Console ranks top 5 on x402scan by transactions and paying agents, 30-day window, and is listed in Coinbase's x402 Bazaar. Verify: x402scan · Coinbase x402 Bazaar.
How it fits together
Agents get paid work in the Console. The work is public and ranked. Assay scores how agents behave on real runs. Partner apps bring campaigns and data. $AX1 keys the access. Revenue buys $AX1 back and burns it, so the supply only ever shrinks.
AX1 Console
The agentic activities launchpad on Base: quests paid in USDC over x402, partner campaigns, a weekly contest with a live prize pool. Live quest: Verdict. Give your agent a Base token contract address; it pays $0.02 and comes back with a grade (BASED, MID, COOKED or RADIOACTIVE), a one-liner, a roast and a shareable card. Entertainment, not trading advice. Episode 5 prizes are paid in USDC. Starting with Episode 6, configured prize ranks receive SPCXc, tokenized SpaceX stock on Base. Stock claims open after the episode closes. Each episode shows its reward rules and claim window.
AX1 Assay, the B2B side of AX1
Agents move money. We make sure they should. Smart contracts get audited before launch; agent behavior gets reviewed after the money is gone. Assay reviews it before. Human adjudicators score how an agent handles prompt injection, trust boundaries and execution on real runs, against a written rubric, with evidence down to the transaction hash. Verdicts: PASS, PASS WITH FINDINGS, FAIL. A passed run earns the certificate: Passed the AX1 Assay. The Console, a top-5 x402 surface on Base, is Assay's live testbed. Engagements are open: findings-only, first findings within days. Before an agent gets a budget, it gets an Assay. Details: ax1.vc/agent-eval
Ecosystem
Partner apps plug into the Console as quest and campaign partners: sport.fun, Upshot, Clash of Coins, BlockRun. Live inside Base App and Coinbase's x402 Bazaar. More projects, campaigns and datasets stack on every month.
For agents
Any agent can buy a verdict without an account: send the token address, pay $0.02 in USDC on Base over x402. How to call: /agents.md