ohmybird digest · AI infra heats up, quantum L1s emerge

The week of June 22–29 surfaced eight gem-tier targets, none of them memecoins. The haul: three Layer-1 blockchains advancing quantum-safe cryptography and institutional RWA rails, plus five AI infrastructure projects tackling agent orchestration, privacy tooling, and security-first LLMs. The standout signal came from @Excubialabs, which shipped a working Solana privacy protocol logging 18,000+ trades with fewer than 500 followers. Here's what our scouts discovered.

Feature: Excubia Labs—privacy infra that's already shipping trades

@Excubialabs is a privacy-preserving trading protocol on Solana that encrypts strategy execution to prevent MEV and front-running. It earned a 77/100 gem score and was detected by @Dylan_HODL because the team is live on mainnet while competitors remain on testnet.

Shush Protocol enables users to encrypt trading strategies, deploy them to autonomous agents, and execute without revealing intent. The numbers: 194,000+ strategy evaluations, 18,000+ trades executed, and a claimed 90.2% win rate. No token ticker has been disclosed, so independent PnL verification remains impossible. The tech stack is credible: Zama fhEVM for fully homomorphic encryption, Umbra privacy layer, and MCP tooling for agent coordination. The account launched in March 2026 and still has just 421 followers—textbook pre-timeline discovery.

Green flags: working mainnet product with verifiable activity, 20+ dev updates in two months, and multi-chain expansion (Base, Ethereum) underway. The team references partnerships with infrastructure providers acquired by Stripe, though none are confirmed publicly. Red flags: anonymous team, no token ticker despite $SHUSH branding, and the usual caution around self-reported performance metrics. The AI verdict flagged partnership opacity but credited the team for shipping differentiated privacy infrastructure when most DeFi tooling still leaks alpha to block builders.

If metrics hold and a token launches with clear utility, this moves from "interesting infra" to "narratively relevant" quickly. Privacy trading is heating up as onchain volume climbs, and Excubia is one of the few teams addressing it with a live product.

The rest of the week

@Asentum · Post-quantum L1

Asentum is a post-quantum Layer-1 blockchain using NIST FIPS 204 ML-DSA-65 signatures, JavaScript smart contracts, and consumer-grade validator hardware. It has a live testnet with 27 validators, 100,000+ finalized blocks, and a token ($ASE) trading on Uniswap and BitMart.

Detected June 8 by @Dylan_HODL, the account is eight months old with 1,225 followers—genuinely early despite shipping live infrastructure. The AI summary noted strong technical differentiation and transparent dev cadence, but flagged low engagement (68 per post on average) relative to technical claims. No detection price available; ohmybird's database lists the project as pre-token, though secondary trading is live. The post-quantum narrative is forward-looking but not yet urgent, making this a builder bet rather than a momentum trade.

@BlockmazeRWA · RWA compliance layer

Blockmaze is a Layer-1 blockchain built for real-world asset tokenization with compliance, issuer accountability, and regulatory frameworks at the protocol level. It is backed by Finvasia Group, a regulated financial operator with 5 million+ clients and $500 billion in transaction volume since 2009.

Detected June 3 by @0xALTF4, the account was created in October 2025 and has just 1,200 followers. The project has a working testnet, developer docs, and governance infrastructure (DAO, validator network, foundation). Green flags: institutional credibility, early-stage social footprint, and Layer-0 issuer registries for technical differentiation. Red flags: corporate-backed projects often struggle with decentralization credibility, RWA is a crowded narrative, and engagement is minimal (36 per tweet). Pre-token, no ticker disclosed.

@blueagent_ · AI dev tooling for Base

Blue Agent is a developer-first AI console for Base builders, offering 34 grounded tools across the full lifecycle: idea → build → audit → ship → raise. It uses a 3-agent consensus model (Blue Agent, Aeon, MiroShark) with pay-per-use pricing via x402 USDC on Base.

The account was created in March 2026, has 605 followers, and already has a working CLI/TUI (installed via curl), live console, and Blue Hub with 34 documented commands. Detected May 30 by @Dylan_HODL. Token $BLUEAGENT launched on Base, detected at $0.000001070, now trading at $0.0000009 (down 15.5%), ATH $0.00000396. Green flags: functional tooling, Base-native integrations, technical depth. Red flags: anonymous team, very new account, unclear tokenomics.

@NullaNetwork · Homomorphic encryption L1

Nulla is a Layer-1 blockchain focused on homomorphic encryption and privacy-preserving computation. It has a live mainnet token ($NULLA, $0.00000236 on Solana) and two active parachains: ProofHub (para 2000) and an RWA marketplace (para 2001).

The project is building cross-chain bridges to Ethereum and implementing quantum-resistant cryptography (Dilithium, Falcon signatures). Detected May 29 by @Dylan_HODL, the account was created in October 2025 and has ~2,000 followers. Token price is down 99.3% from detection ($0.00033), ATH $0.00095632, CoinGecko rank #4210. Green flags: active GitHub, working testnet, substantive technical updates. Red flags: extreme price decline, no visible team, very recent account creation.

@TheHivemindOS · Agent orchestration OS

HivemindOS is an open-source, local-first orchestration layer for AI agent swarms. It provides encrypted coordination via Tailscale, a shared Obsidian brain for context and memory, task management, and controlled Base/Solana wallets for agent operations.

Detected June 19 by @Dylan_HODL, the account was created in May 2026 and has just 257 followers. Green flags: working GitHub repo, genuine technical differentiation (Tailscale mesh, local-first architecture), multi-chain integration. Red flags: low activity, single tier-B scout, placeholder team section on website. Pre-token, though $HIVE ticker is referenced in bio (contract 0xa382c83e2a3b79368f372c2eb9b6925ffaf45ba3).

@trynullsec · AI security layer

Nullsec is building AI-powered software delivery infrastructure with a focus on code generation and security scanning. The team launched @nullsecbot, a tweet-to-app builder that generated 131+ apps in its first 48 hours, and is releasing Nullsec-S1, an open-source LLM for securing AI-generated code, on May 31.

Token $NSEC is live on Base (contract 0x4Eb2F8277DB4c1D66d870bf22b70838aBdB9e999). Detected May 29 by @Dylan_HODL. Account created May 2026, 1,252 followers. Green flags: live product, measurable traction, NVIDIA B200 backing. Red flags: low engagement relative to claimed traction, ambitious enterprise-grade claims with small footprint. Pre-token status per database.

@OpenCovenant · Agent-native OS primitives

Covenant is an operating layer for agentic software systems, providing coordination primitives: intent, runtime, memory, identity, permissions. It launched $CVNT token on Solana May 27, 2026, with a live mainnet settlement program and alpha software (v0.1.0-alpha.1) publicly released.

Already integrated with Hyre and OOBE/Synapse Agent Protocol for on-chain agent payments via x402 settlement, enabling agents to autonomously purchase API calls in USDC. Detected May 29 by @Dylan_HODL. Account created April 2026, 480 followers. Green flags: working alpha, mainnet deployment, real integrations, public GitHub. Red flags: extremely new launch, token and software released same day, self-referential utility claims. Pre-token status per database.

Bottom line

AI agent infrastructure is the clearest narrative from the past seven days. Five of eight targets are building orchestration layers, privacy tooling, or security LLMs—teams racing to own the plumbing before agents go mainstream.

The quantum-safe L1 category is also waking up: two projects (@Asentum, @NullaNetwork) shipped working infrastructure despite sub-2,000 follower counts. RWA remains active but quieter, with just one target (@BlockmazeRWA) surfacing this week. All eight targets are sub-2,000 followers, and six are pre-major listings. The scouts are finding builders early.