Daxos Capital · Grokanal · 08/18/26 · confidential
Grokanal
Hackathon alumni (2024 to mid-2026) plus X lookalikes pulled the same day from the live theses. Original sweep: ~380 winners, 25 featured. Tonight added 8 new names from X (agent payments, Solana privacy, Solana credit) and re-scored the survivors on current X activity. Funding from Harmonic. TVL from DefiLlama. Token ranks from CoinGecko search (exact FDV blocked by API 429; ranks only). X-only claims are labeled. Scores are company / Daxos-fit, triage not single-co DD. Canonical URL:
grokanal.daxos.us (old
hackathons.daxos.us serves the same board).
Do this week: Frames (ex-MCPay), BlockRun.AI, Umbra. Keep Hylo. Encifher and RareBet went quiet on X; privacy and World Cup trades moved.
Do this week
X lookalike of MCPay / x402 · Harmonic $1.0M, 4 heads · token unknown · new 8/18
Pay-per-call model inference settled in USDC via x402 (Base + Solana). Own post 8/17: 1 million x402 txs/day. Not verified onchain. This is the actual x402 PMF (inference), sitting under Stripe/OpenAI/AWS making the standard load-bearing this week. Meet. Verify volume before a term sheet.
ETHGlobal Prague 2025 + Colosseum cohort-4 · Harmonic $0 · pre-token · @framesag / founder @microchipgnu
Same team as the board MCPay. Rebranded to Frames. Founder 7/8: next launch is the one they are most excited about since the start. Partnered with PayAI on merchant-network data. Name collision: TooDuo also tweets a product called MCPay (Stripe for MCP). That is a different company. Ignore TooDuo.
X lookalike of Encifher / Vanish · Harmonic $0, 7 heads · $UMBRA CoinGecko rank 1880 if same token · @UmbraPrivacy · new 8/18
Stealth addresses / private ownership on Solana. Team posting and hiring a product designer today (v2). Privacy is the 6 to 12 month Solana narrative Encifher is no longer carrying. Confirm whether the listed $UMBRA token is this company and get exact FDV before a call.
Hylo hylo.soCOMPANY 7.0FIT 7.5 STRONG
Colosseum Radar (Oct 2024), Payments 2nd · Harmonic $1.5M, 3 heads · Robot Ventures, Colosseum, Solana Ventures · @hylo_so
Liquidation-resistant leveraged tokens + LST-backed stable. DefiLlama 8/18: $19.3M protocol + $15.4M LSTs (~$34.7M combined). Official account posted today: xHYPE live (3x HYPE). Users farming XP/crowns in public. Product tokens (hyUSD / xSOL / xHYPE) exist; no governance TGE found. Still the best live original on this board. Holds 7.0 / 7.5.
ETH land 8/18 — mainnet first, then MegaETH / Monad / Base
ETH mainnet has fewer young companies than Solana. Taste-makers talk forks and Aave V4. The overlooked stuff is privacy that a human actually uses, agent secrets (not agent payments), and options income that just landed on L1. MegaETH apps are leaving (Lora to Solana). Monad still mints perps and credit. Base we already covered (x402, Myrad). Miden is the loud privacy chain: Harmonic $25M, hard filter.
ETHGlobal NYC 2026 · Harmonic raise blank, 3 heads · @1clawAI · ETH / multi-chain TEE
Zero-trust secrets for AI agents. HSM + MPC vault, TEE proxy (AMD SEV-SNP) that strips prompt-injection and exfil at the wire, scoped spend-capped tokens, key never leaves the TEE. Docs + login live today. This is the missing layer next to Frames/BlockRun (they do pay; 1Claw does not leak the key). Pre-token as far as Harmonic can see. Meet.
Ethereum / Gnosis + IPFS/Arweave · Harmonic $1.5M, 15 heads · @fileverse
Encrypted docs/sheets you actually own. Vitalik (Dec 2025): he sends Fileverse docs for comment and they do not break; his dad writes in it. Shipping a local mini-app (no app store) this week. Public-good risk: may never want a priced round. Still the rare ETH product a non-crypto human uses. Overlooked because there is no farm.
ETH mainnet (Jul 2026) + HyperEVM · Harmonic $1.4M, 8 heads · @ryskfinance / @DanDeFiEd
Upfront options income (covered calls, cash-secured puts) now native on Ethereum mainnet: WETH, WBTC, wstETH, USDC CSPs. Safe-multisig access Aug 4. They claim nearly $1B in positions on HyperEVM first (own number). Small raise, live L1 product. Not a new primitive, but it is actually on mainnet instead of another L2 farm.
ETH stealth / self-custody accounts · Harmonic raise blank, 5 heads
Self-custodial global accounts: bank rails in, stealth-style receive, no public trail on the receive address. Quiet ETH privacy that is not Zama/Fhenix ($22M/$25M). Harmonic has no raise. Worth a look next to Umbra (Solana) if you want the same thesis on mainnet.
ETH agent commerce / ERC-8004 · Harmonic raise blank, 3 heads · @fiber_shop
Agent shopping protocol. They say 10,000 brands, settlement onchain, agents carry user-owned graphs. Wrote the ERC-8004-goes-live explainer (Jan 29 2026). Early, claims unverified. Same wave as x402 but on identity/reputation, not pay-per-call.
AFICOMPANY 5.5FIT 6.0
ETHGlobal winner 2026 · Harmonic raise blank · afi.fund
One bonded quartet per agent: Mastercard + vault + wallets on 23 chains. Weekend project until it is not. Watch; do not lead over 1Claw.
CodeQuill / ImmunityCOMPANY 5.0FIT 6.0
ETHGlobal NYC 2026 finalist · Harmonic: CodeQuill $0, 1 head · @CodeQuillClaim / @dadajuice
Same builder: onchain source provenance (CodeQuill) and an on-chain immune system for agents (Immunity). Clever, one person. 5% continuation base rate. Bookmark the founder, do not check yet.
ETH-adjacent privacy VM (Polygon spinout) · Harmonic $25.0M, 21 heads · @0xMiden
Client-side proving, private notes, post-quantum. Posting today: "PriFi is what comes next." Real tech. Hard filter on raise. Listed so we do not confuse it with a seed check.
Monad · Harmonic $9.5M, 1 head (undercount) · official Monad congrats Feb 2026 · @perpltrade
Fully onchain perps CLOB. Private mainnet live. $9.5M is the top of our band. Monad perps are crowded. Only if you want a Monad beta and the book is real.
ValosCOMPANY 5.5FIT 6.0
Monad · Harmonic raise blank, 10 heads · official Monad: $100M private credit verifiable (their/ Monad number) · @Valos_io
Institutional private-credit vault on Accountable + AUSD. Volume claim unverified. Same RWA-credit thesis as OnRe, earlier and on Monad.
Lume / FreysaCOMPANY 6.0FIT 5.0
Monad · Harmonic raise blank · Keone posted the open beta Mar 2026 · lume.top
Agentic prediction market: agents onboard gasless, trade, comment, create events. Freysa is famous scene-adjacent, not a quiet seed. Watch the product, do not chase the character.
MegaETH · Harmonic $6.4M, 2 heads · AI futures DEX
Decentralized futures for the AI economy. Waitlist for MegaETH mainnet (Jul recap). $6.4M on 2 heads is an odd shape. MegaETH apps have been leaving (Lora to Solana). Cap, already on this board, had airdrop drama. Do not lead on MegaETH until the chain holds builders.
Saffron / Yellow / SymphonySCREENED
Saffron Harmonic $2.0M Univ4 fixed yield · Yellow $10.0M / 70 heads L3 · Symphony $0 / 8 heads Monad agent funds
Saffron is a real Univ4 primitive, not new. Yellow is priced. Symphony is a Monad savings/agent-fund app, live, no Harmonic raise. None clear the "overlooked and sexy" bar over 1Claw / Fileverse / Rysk.
X hunt 8/18 night — names Harmonic would miss
Colosseum Frontier GRAND CHAMPION (Jun 2026) · C5 · Harmonic raise blank · @crowdbrainai · new 8/18 night
Human workforce for physical AI: train operators in sim, QA them, route the best to real robots for teleop / data / failure recovery. Official @solana feature 8/17 (487 likes). Platform opens in several weeks. LinkedIn search returned a consulting firm with the same words: this team is not on LinkedIn. Most novel name of the night. Pre-token. Meet.
Colosseum Breakout winner + C3 · Harmonic $5.3M, 3 heads · TechCrunch 6/30/26 · @openacti1 / @callmeyoung93
Agentic smartphone keyboard: type intent, agents act, no app-switching. Colosseum re-upped the seed (Jul 3). Live enough to hand out invite codes this week. Consumer crypto-adjacent. Raise is in the $5-10M band. Worth a look, not the cheapest.
Alliance · Harmonic raise blank, 6 heads · @hyperlink_xyz / founder @s3ohi · new 8/18 night
Prime broker for Hyperliquid: confidential best execution. Alliance launch post (Jul 8): $180M traded, +20% WoW (their number). Posting today. Pre-token as far as Harmonic can see. Real trader product, not a points farm.
Alliance · Harmonic raise blank, 3 heads · launched 8/6/26 · founders @rooshanaziz + @hassananjum331
Dollar account for Pakistanis: send/receive cross-border, spend cheaper than local rails (Alliance launch copy). Same EM-dollar thesis as Paycrest/Sippy, new corridor, nine days old. LinkedIn search was all name collisions. Pre-token.
Colosseum Eternal Q1 2026 winner · Harmonic raise blank · LinkedIn: 2 people, 16 followers · @LasoFinance
Agent-native financial stack + prepaid cards spent from stables. Own 8/17: $100K x402 volume / 30d, #2 on x402scan, agents ~5% of card volume. MetaDAO ICO announced Jun 22; TTF filing on Bloomberg today so a token is in motion. Tiny team shipping a real agent-payments wedge next to Frames/BlockRun.
Colosseum STAMP + C4 · Harmonic $4.1M, 6 heads (entity KIWIMONEY INC; Harmonic blurb looks merged with an RWA marketplace: verify) · $CRED token · @crediblefin
T+0 global collection/payouts. Was TBD on the original 145 (India remittance rails). Colosseum 7/7: $700M+ volume, $3.5M revenue run rate (their launch post). ICM 8/17: $1B processed, MoneyGram coming. Token already out (TTF on Bloomberg today). Company is real. Fit down because of the token + entity mess. Confirm domain before a call.
DayaCOMPANY 5.5FIT 6.0
Alliance ALL15 · Harmonic raise blank · announced $2.4M on X 6/24 (own post, not in Harmonic) · @Daya_HQ
USD banking + cross-border for African businesses. Same corridor thesis as Paycrest. LinkedIn search hit a Nairobi femtech studio: ignore that one. Watch, do not lead over Oversee/Paycrest until Harmonic catches the round.
New from X — still early
Colosseum Cypherpunk Infra 2nd (was TBD on the 145, never featured) · Harmonic $0, 6 heads · pre-token · @corbitsdev
Agent-wallet control plane on x402 + Cloudflare + Google AP2. Blog post 8/17. Pre-token, still shipping. BORO.
X lookalike · Harmonic $0, 3 heads · $PAYAI CoinGecko rank 1687 · @PayAINetwork
Multi-chain x402 facilitator. Long thread today on Stripe/OpenRouter (~$8B recap), OpenAI+AWS cookbook, Token Terminal 14M agent x402 transfers in 30 days. Live and loud. Token already out. Only interesting if FDV is actually small. Rank 1687 is a screen, not a price.
Not a hackathon winner · Harmonic $4.25M, 10 heads · no token found · new 8/18
Solana fixed-term credit. This week it is the loop rail under Exponent (srONyc) and OnRe. Not a Colosseum star; it is the credit layer those names use. Worth a look at $4.25M in.
X lookalike · no Harmonic hit · no token found · Alliance-backed per bio · new 8/18
Private SOL transfers. Bio claims $490M processed, 20 audits (own claim, unverified). Solana Daily 8/18 listed +30% weekly TVL growth. Diligence only until volume is independently checked.
Pye Labs pye.fiCOMPANY 6.0FIT 5.5
Colosseum Radar DeFi 3rd (was TBD) · Harmonic $6.07M, 4 heads · no token found · new 8/18
Forward-sell staking yield. Same trade as Exponent, later and smaller. Pass for now unless Exponent is closed to us.
Colosseum Cypherpunk AI 1st (was TBD) · Harmonic $0, 2 heads · pre-token · new 8/18
MCP payment middleware so builders get paid. Thesis is right (next to Frames). Team and X are thin. Watch, do not lead.
Original board — re-scored on X
Colosseum Renaissance 2024 DeFi · Harmonic $7.1M · pre-token · @ExponentFinance
Solana yield exchange. DefiLlama 8/18: $123.6M yield + $12.3M strategy vaults + $4.9M risk tranching (~$141M). Shipping this week: ONyc tranche raised to $10M, srONyc loops on Loopscale, vault analytics. Company holds. Fit down a notch: still pre-token, no longer early. Seed was Apr 2026.
Breakout Infra 3rd AND Cypherpunk GRAND CHAMPION · Harmonic blank (Colosseum ~$250K on 8/18 board) · pre-token · @unruggable_io
Solana-native hardware wallet. Official Solana account posted the product Nov 2025. Jan 15 recap (own): 1,000+ preorders, $100k+ revenue, 6k waitlist, $10M+ SOL via validator. Last post 16 Feb 2026. Six months of silence. Hardware can go quiet; still ask if units shipped. Down from 6.5 / 7.5.
Renaissance Infra 1st (as High TPS Solana Client) · Harmonic $3.25M, 15 heads · no token
High-throughput Solana validator client. Figment migrated its primary Solana validator (Mar 2026, +32bps); Coinbase testing. Not an X story. Holds as infra.
Breakout DeFi 3rd · Harmonic name Encrypt.trade, raise blank · @encifherio · 8.7k followers
FHE / private ZEC swaps via Jupiter (CoinDesk Oct 2025) + IACR paper. Last real post 7 Apr 2026. June was emoji. Privacy trade moved to Umbra and Privacy Cash. Down from 6.0 / 6.5.
Renaissance DePIN 2nd · Harmonic $2.75M, 17 heads · CHARGE token planned 2026 · India
EV-charging DePIN. 8/18 board: 1,500+ chargers / 2.5M charge-minutes (Messari). Site was Cloudflare 522 on 8/18. Not in this week's live X set. Soft down until site/network is live again.
Radar GRAND CHAMPION (Oct 2024) · Harmonic $3.75M · pre-token
Yield-bearing stable / whitelabel. Holds pending a named customer. Not in this week's live X set.
Monad Madness Bangkok · Harmonic $0 · pre-token · @RareBetSports · 25.6k followers
On-chain sports predictions, live day-one on Monad. Spun GODMACHINE (agent prediction, waitlist Mar 2026) then went dark. Last post 13 Mar 2026. World Cup thesis is still good. They are not using it. Down from 5.5 / 6.0. Do not chase world.xyz: X is full of pump.fun decoys.
Monad Madness Bangkok · Harmonic $1.09M, 7 heads · HK entity
Social-media betting, live on Monad since Dec 2025. Isle of Man license claim failed registry check (75 licensees, no Kizzy). Do not lead.
ETHGlobal Bangkok 2024 · angel Nov 2025 · Harmonic raise blank, 5 heads · Japan
Walk-to-earn treasure hunt. Best ETHGlobal-finalist conversion. 55K users / 10K DAU is self-reported; App Store was 8 US ratings on 8/18.
Base Batches 002 · Harmonic $404K, 10 heads · Nigeria
Africa stablecoin off-ramp. Live protocol, real backers, sub-$1M. Volume still a founder question. Holds.
ETHOnline 2025 · Harmonic $0 · LATAM
USDC over WhatsApp. Live, pre-everything. Holds as EM-rails, not X-hot.
VanishCOMPANY 5.5FIT 6.0
Breakout DeFi 1st · Harmonic $1.0M · Yakovenko, Raydium, Solana Ventures · @vanishTrade
Private Solana swaps. Still named in Aug 2026 privacy roundups. Product early. Holds.
Already breaking out — mostly late
Monad Madness NYC 1st · Harmonic $23.5M, 20 heads · no token · Australia
Consumer brand-rewards. At the valuation ceiling. Hard filter if we apply the >$15M batch rule.
Sekai (Hashed-backed) sekai.chatCOMPANY 6.5FIT 5.5
ETHDenver 2024 · $3.1M seed press-verified, Harmonic name blank
AI storytelling on Story Protocol. Name collision: Lucky Zhang's Sekai ($26M, Khosla) is a different company.
MeshMapCOMPANY 6.5FIT 5.5
Renaissance Gaming 1st · Harmonic $4.25M, 8 heads · a16z crypto · no token
3D-mapping DePIN. a16z already in. Alive, priced.
LEVR.betCOMPANY 6.0FIT 5.0
Monad Madness NYC 3rd · $5M seed (8/18 board) · live on Monad
Leveraged sports betting. Funded and live; mid-pack.
CapCOMPANY 6.5FIT 4.5
MegaMafia · $12.9M (8/18 board)
Stablecoin yield engine. Priced past us.
GTECOMPANY 7.5FIT 3.5
MegaMafia · Harmonic $25.9M · Paradigm
CLOB DEX. Paradigm priced it. Proof the pipeline works, not a check for us.
OnReCOMPANY 7.0FIT 3.5
Not a hackathon winner · Harmonic $16.9M, 18 heads · ~$260M TVL claimed on X · new 8/18 as context
Regulated Bermuda reinsurance RWA on Solana. ONyc is what Exponent and Loopscale are looping. Too funded. Listed so we do not confuse it with an entry.
Base Batches 001 · Harmonic $0, 3 heads · $NOICE CoinGecko rank 2742
Farcaster micro-tipping. Token already told the story. 8/18 board had $928K mcap.
Ore (Regolith)COMPANY 5.0FIT 3.0
Renaissance GRAND CHAMPION · $3.25M (8/18 board) · ORE token live
Solana PoW. Token -96% from ATH, mint frozen. Champion title does not save a round-trip.
Kodiak / Infrared (Berachain)COMPANY 4.5 / 4.0FIT 2.5 / 1.5
Build-a-Bera · Llama 8/18: Kodiak Islands $20.9M, Infrared $16.9M · Berachain dock -1.0 applied
Stranded on a chain that imploded. Standing rule 8/18: Berachain-primary names lose 1.0 on company and fit. Kodiak team is a talent note, not an investment.
TapeDriveCOMPANY 4.5FIT 4.5
Breakout GRAND CHAMPION (May 2025) · Colosseum $250K only
15 months post-win and still testnet (8/18, their own site).
Arcium / Fhenix / Zama / Solstice / Inco / QuestflowSCREENED OUT
X-adjacent privacy / FHE / yield names pulled then cut
Arcium Harmonic $13.0M + $ARX rank 699. Fhenix $22.0M, 63 heads. Zama CoinGecko rank 256. Solstice Llama TVL $506M. Inco $10.0M. Questflow $8.0M. Too funded or too tokenized for this screen. FHE thesis is real; Encifher/Umbra are the check-size versions.
Events index — original sweep
| Cluster | Events | Winners reviewed | Became real (featured) | Read |
|---|
| Colosseum (Solana) | Renaissance '24, Radar '24, Breakout '25, Cypherpunk '25 | 145 extracted / ~40 assessed deep | Exponent, Hylo, Reflect, Rakurai, Unruggable, DeCharge, Encifher, Vanish, Ore, MeshMap, TapeDrive; tonight also Corbits, Pye, Latinum | Best pipeline in crypto; accelerator = $250K pre-seed. Grand champions are not the safest bets (Urani dead; Trepa shut Aug '26; TapeDrive still testnet). |
| ETHGlobal | 12 events, Brussels '24 to Buenos Aires '25 | ~118 finalists (~5,000 submissions) | LootGO, MCPay/Frames, Sippy, Streme, Pomodoki | ~5% finalist continuation. Survivors: consumer apps + x402/agent payments. |
| Other majors | ETHDenver, Base Batches, Onchain Summer, Chainlink, Encode, DoraHacks, Sui/Aptos, academic | ~70 | Sekai, Noice, Paycrest | Base Batches is the only non-ETHGlobal pipeline reliably minting funded companies. |
| New chains | Monad Madness, evm/accathon, Build-a-Bera, Hyperliquid, MegaMafia, Movement, Story | ~45 | EarnOS, GTE, Kizzy, RareBetSports, LEVR.bet, Cap, Kodiak, Infrared | Monad Madness minted fundable companies. Berachain/Movement stranded by their chains. Chain risk owns the outcome. |
| X lookalikes 8/18 | Pulled from live Hylo / Encifher / MCPay / Exponent threads | ~20 screened | BlockRun, Frames, Umbra, PayAI, Loopscale, Privacy Cash | Theses that X is actually trading: agent payments, Solana privacy, Solana yield/credit. Sports/prediction calendar is World Cup 2026; RareBet is not showing up. |
Dead pool
Pyra (shut down), Trepa (shut down 8/11/26 despite Balaji backing), Urani (out of business; won its track), Melee Markets, Trenches.top, FXSwap, Squeeze, Chomp, Banger.lol, all 10 Movement Battle-of-Olympus champions (chain Chapter 11), most Berachain Build-a-Bera cohort, MegaMafia majority, ETHDenver '25/'26 winners wholesale, Chainlink Block Magic grand prize, ~30 ETHGlobal finalists with zero continuation. Do not chase world.xyz: pump.fun decoys around that name.