CARV (CARV)

The best plays aren't bought during pumps.

They're positioned during dumps when nobody's watching.

ERC-8004 = identity and reputation layer for AI agents on Ethereum.

Most will realize when these already 5-10x'd.

Position now or chase later.

Here are 7 ERC-8004 infrastructure projects I’m watching:

1. @carv_official
Onchain identity and data ownership infrastructure. Enables portable reputation and credentials, which maps directly to agent identity and history under ERC-8004.

2. @gizatechxyz
Agentic layer for deploying idle stablecoins. Lets AI agents manage, allocate, and optimize capital onchain, turning identity and reputation into economic action.

3. @PhalaNetwork
Confidential computing infrastructure using TEEs. Enables AI agents to execute logic and handle sensitive data without exposing inputs or state, a critical layer once agent identities and reputations become valuable.

4. @SemanticLayer
Structured knowledge and context layer for onchain agents. Helps agents interpret data consistently, wh

Cashie looks like a big leap forward for onchain automation. With CARV ID tying together wallets, social accounts, and game profiles into one verifiable identity layer, it finally becomes possible for an AI agent to reward real users instead of empty wallets.

The fact that Cashie can check eligibility, read participation history, and execute payouts through x402 makes it feel like a real onchain assistant rather than just another bot.

It will be interesting to see how teams start building around this. Which use case do you think will benefit most from Cashie’s identity-driven logic?