TL;DR
- Idea: Agent-native on-chain settlement layer for AI APIs and autonomous workflows
- Catalyst: Rising demand for composable AI compute markets and streaming USDC settlement
- Risks: Minimal liquidity and low market awareness pose adoption risks
- Score: 6.00/ 10
Coin
- Name/ Ticker: ConduitProtocol (CONDUIT)
- Segment: AI-infra
- Status: live
- Price: $0.000115
Key Metrics
- Market Cap: $111 199
- FDV: $114 700
- Circulating Supply: 969 189 000
- Total Supply: 1 000 000 000
Sources
Technology
- USP: Real-time USDC settlement for AI agents via three open rails (x402, MPP, ATXP)
- Core Technology: Solana-based Anchor programs implementing gasless USDC payments and on-chain receipts
Roadmap
- 2026-05-22: v0.1 Mainnet launch
- 2026-06-01: v0.2 SDK release (TypeScript & Python)
- 2026-07-01: DEX integration and liquidity bootstrapping
Team & Investors
Total funding: $0.00M
Tokenomics
- Utility: Governance, staking for routing participation, streaming settlement rewards
- Next Unlock: (0.00% of circulating)
Pros & Cons
Strengths
- First-mover in agent-native settlement
- Low on-chain friction with gasless USDC payments
- Modular SDK for easy integration
- Continuous streaming billing
- Solana’s high throughput network
Weaknesses
- Very low liquidity and CEX access
- Minimal community awareness
- No major institutional backers
- Reliance on single USDC rail
- Lack of developer ecosystem maturity
Market Signals (7d)
- CEX volume trend: flat
- Active addresses trend: unchanged
Price Scenarios (target: 2026-12-19)
- Bear: $0.000050 — Assumes 50% drawdown from current levels under low adoption
- Base: $0.000120 — Projects current growth rate and modest liquidity improvements
- Bull: $0.000250 — Assumes listing on major CEX and 100% growth in streaming volume
How to Buy & Store
CEX
- PumpSwap
DEX
- PumpSwap/SOL
Storage
- Solana-compatible wallet
- Ledger
Verdict
ConduitProtocol delivers novel AI-infra settlement but faces adoption and liquidity challenges. Monitor development and partnerships before scaling exposure.
Official Links
Source: Coin Research (internal)
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