AI Agent sector monitor
Development and opportunities in Web3 × AI agents: is the sector heating or cooling, is money speculating or actually buying agent services, where are new mechanisms appearing. Four layers (launch / commerce / DeFAI / infra) plus on-chain identity and the token market. Readings, evidence and unknowns only — no scores, no rankings, not trade advice.
Binance Agent ID ecosystem
Daily registrations, trading addresses, volume and launches. Only finished UTC days are published; days without complete data show U, never 0.
through Nov 13, 7:00 PM ET
By platform (last 7 days)
| 11-07 | 11-08 | 11-09 | 11-10 | 11-11 | 11-12 | 11-13 | |
|---|---|---|---|---|---|---|---|
| Gang (Agent ID gated) | |||||||
| Traders | 137 | 46 | 78 | 467 | 518 | 293 | 277 |
| BNB volume | 0.5401 | 1.68 | 2.71 | 3.58 | 99.53 | 34.04 | 8.80 |
| Launches | 16 | 17 | 14 | 139 | 364 | 123 | 75 |
| Graduated | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| Flap (Agent ID-gated tokens) | |||||||
| Traders | 5 | 3 | 5 | 18 | 30 | 4 | 1 |
| BNB volume | 0.7819 | 0.102 | 0.0499 | 3.25 | 6.13 | 0.3646 | 0.5364 |
| Launches | 4 | 2 | 5 | 8 | 6 | 2 | 0 |
| Graduated | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Four.meme (Agent-created tokens; trading not ID-gated) | |||||||
| Traders | 10 | 6 | 5 | 6 | 22 | 12 | 16 |
| BNB volume | 0.1573 | 0.0052 | 0.1433 | 0.33 | 4.60 | 1.03 | 1.12 |
| Launches | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Graduated | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| AgentPad | |||||||
| Traders | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| BNB volume | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Launches | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Graduated | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Total traders are de-duplicated across platforms, so per-platform figures can add up to more than the total. The Four.meme row covers tokens created by Agent wallets; their traders need not hold an Agent ID.
Daily trends
Cumulative Agent IDs Full registry
New Agent IDs Full registry
Trading addresses Verified platforms
Curve volume Verified platforms
New launches Verified platforms
Graduations Verified platforms
Scope and definitions
- Registrations come from the full Agent ID registry; this is not the number of Binance Agentic Wallets.
- Trading addresses = unique addresses that actually bought or sold that day; mint/claim-only addresses excluded; counted once per day.
- Volume = buys and sells on the verified platforms' bonding curves, gross of fees, BNB-quoted tokens only, excluding secondary DEX trading; launches = Agent tokens created on verified platforms that day; graduations = tokens that moved from the curve to a DEX that day.
- How each platform's Agent tokens are identified: Gang enforces the Agent ID gate on every curve; Flap counts only tokens launched with the Binance Agent ID gate; Four.meme counts tokens its contract marks as created by an Agent wallet (trading not ID-gated); AgentPad is the verified factory.
- All dates are UTC days; U = incomplete data (gap in the chart); 0 = fully read and truly zero.
- Collection status: incomplete · Identity reconciliation: PASS · Download data
Welcome to Uncle Onchain Terminal
A top-down, 4-layer BTC framework, updated automatically every day:
- L1 Macro Liquidity: should the risk budget be loose or tight?
- L2 Cycle Position: where are we in the four-year cycle?
- L3 Supply Structure: which levels are really defended, and will moves get bigger?
- L4 Sentiment & Derivatives: is the short term overheating?
Each layer gets a verdict, and the four roll up into one overall read.
How to use it: start with the overall read at the top → switch between L1–L4 for each layer's verdict and evidence → click any metric card for its full history, zone rules and how often each zone occurred historically.
Data refreshes daily at 7:37 PM ET (Event calendar), 7:53 PM ET (Leg tracker), 11:13 PM ET (Core picks monitor), 11:43 PM ET (Alpha radar), 12:13 AM ET (AI Agent sector), 12:13 AM ET (RWA), 9:17 PM ET (L2 cycle state machine), 9:47 PM ET (L3 supply layer), 10:17 PM ET (L4 sentiment & derivatives) and 10:40 PM ET (Daily run); each daily log is frozen once written. Every metric carries an evidence grade; anything we can't source for real is marked "Pending" rather than filled with a proxy.
This site is a work in progress. Spotted a problem or have an idea? Find us on X at @Uncle_Onchain.
Data and process records only. Not investment advice.
What’s new · 2026.11.14.9
AI Agent becomes a sector monitor: four-layer fees, token market, launchpad cards
- NewThe AI Agent page now has four tabs: Overview / Binance Agent ID / Launchpad cards / Progress. The six Binance Agent ID series are unchanged, now under their own tab.
- NewOverview: daily fees for ~40 AI-agent protocols on DefiLlama split into launch, commerce (agent hiring, x402, inference credits), DeFAI and infra, with 30d and ex-peak changes; CoinGecko AI Agent category market caps self-recorded from today; a lifecycle timeline and a coverage map.
- NewLaunchpad cards: Codex research v2 — 18 versions / modes and a 39-feature matrix; BNB gated-pad cards carry our daily on-chain readings. The full report is under Reports (AI Agent).
- ImprovedCross-check with the Codex report: the 143,640 registry total on Oct 30 and AgentPad’s 423 traders on Oct 23 match; the twelve AgentPad days the report marks U (Oct 31–Nov 11) are complete in our collector (0–1 traders a day).
What’s new · 2026.11.14.6
New section: Alpha Radar (replaces Narratives)
- NewAlpha Radar complements Core Picks: Core covers mature tokens with continuous readings on Binance; this covers what is not mature yet. Two daily tables to start: tokenless protocols with ≥ $100K protocol revenue over 30 days (merged by parent) and protocols added to DefiLlama in the last 14 days. Established projects only, no launch-hour meme sniping.
- NewLead ledger: every protocol that appears in either table is logged with its first-seen date and reading, append-only; each day it is re-checked, and a token appearing later is logged as a launch. Today is the baseline; first-entry events start tomorrow.
- NewThe screening framework (web edition, execution rules removed), a case library (historical mechanisms, C01–C10 readouts, frozen 10-16 scores) and a progress page go live with it. Readings, evidence and unknowns only; no scores or rankings; not trade advice. /narrative/ now redirects to /alpha/.
What’s new · 2026.11.14.5
Leg tracker: phase-matched ticks + a day-45 marker for down-legs
- NewBTC and altcoin cards now carry ticks: down-legs get a duration bar and drop ticks, up-legs get gain ticks (the duration bar and day-89 line are unchanged). Ticks compare with legs from the same cycle phase, picked from the current L2 state, show the half and 9-in-10 marks, and state how many comparable legs this one already outlasted or outdid.
- NewA hypothesis-grade day-45 marker for BTC down-legs: of 9 down-legs since 2017 that passed day 45, 8 bottomed within 2–16 days, 2.1%–13.2% lower; the exception was the 2018-09 capitulation. Only 9 samples; the retirement rule is on the detail page. Not used by the trading plan. No marker for altcoins (untested).
- Improved/leg-tracker/ drops the altcoin-window section (its reading card went on 11-13), and the intro no longer asks about it.