{"name":"Agentic Finance Graph — event flags","description":"Timestamped markers drawn over the live series. Every flag carries an https source; flags without one cannot be stored. kind is one of launch|incident|regulation|rail|vault|market; severity one of info|notable|major. Flags marked authored:collector are recomputed from the findings store on every scan; authored:editor are written by hand.","as_of":"2026-11-11T00:09:10.751Z","degraded":false,"kinds":["launch","incident","regulation","rail","vault","market"],"severities":["info","notable","major"],"license":"https://creativecommons.org/licenses/by/4.0/","attribution":"Agentic Finance Graph — https://agenticfinancegraph.com","count":60,"flags":[{"id":"flg_c80f83877d563089","ref":"fnd_c80f83877d56308939a1","t":"2026-02-05T02:05:43.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #1499 has paid 16 counterparties","body":"ERC-8004 registration 1499 on Base moved $5978.58 of USDC across 77 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x814de8177ca5906d26cae9bb9c2cdf3a04244b1cbcf531fb399252caf26b5db6","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_cb48d57ecc688364","ref":"fnd_cb48d57ecc68836459c9","t":"2026-02-12T05:51:51.000Z","kind":"incident","topic":"retry_storm","severity":"notable","title":"An agent paid the same address 175 times in a run, 67 of them inside ten minutes","body":"Registration 1404 sent 175 payments totalling $0.88 to a single counterparty in one run, 67 of them inside ten minutes. That is the shape of a retry loop, not of trade — and somebody paid the fees for every attempt.","source_url":"https://basescan.org/address/0xb6e3aeb78c17f1debced6d7aebab33cba9744b1f","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_d458abcf7fba34c5","ref":"fnd_d458abcf7fba34c56f6b","t":"2026-02-23T02:59:53.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$99,999 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $99999.00 of USDC on Base to 0x22f5912f….","source_url":"https://basescan.org/tx/0x008766df04a15d55b29b0aebc85a456046781393e038fabb1b7711017b8afc87","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_376659cb6222d479","ref":"fnd_376659cb6222d479683a","t":"2026-03-01T02:17:07.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #16934 has paid 2 counterparties","body":"ERC-8004 registration 16934 on Base moved $5881.71 of USDC across 6 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x0734cbdc2fea90bc7f0071bd19f4648aacb2c4992737ba817d0e01bfc5ca4a38","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_16c190698cbce369","ref":"fnd_16c190698cbce3691383","t":"2026-03-26T09:05:53.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #17492 has paid 7 counterparties","body":"ERC-8004 registration 17492 on Base moved $1663.02 of USDC across 30 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0xd59d242abf3a1ea87c31c35c92d6fc60c5422e77cdda09ab7622f86c734657c8","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_9a52755a041ab2d1","ref":"fnd_9a52755a041ab2d1e472","t":"2026-04-15T22:21:11.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$153,318 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $153317.64 of USDC on Base to 0x1c4a802f….","source_url":"https://basescan.org/tx/0xcd59e6318b3c887d15e680beacf25569304f4a2d4f7ec41bb72a37380ae5a40b","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_82d6e37fc19c5c82","ref":"fnd_82d6e37fc19c5c82f71c","t":"2026-04-17T17:00:29.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$128,108 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $128107.55 of USDC on Base to 0x1c4a802f….","source_url":"https://basescan.org/tx/0x10bd2dff413071f1b9a631fe5369c7c1bbd1e195528078541586fab65a600438","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_3a58bda3a3154eef","ref":"fnd_3a58bda3a3154eeff6c9","t":"2026-04-21T06:47:11.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$119,526 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $119525.52 of USDC on Base to 0xb98c948c….","source_url":"https://basescan.org/tx/0xee238414f9b5b1511bec041379df390c2282800e0023bc45a4694341f9dd610e","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_3c68a30e8ce8917b","ref":"fnd_3c68a30e8ce8917b9025","t":"2026-04-28T08:44:39.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #33793 has paid 2 counterparties","body":"ERC-8004 registration 33793 on Base moved $1000.00 of USDC across 2 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x6938a1db80529c36b81b0c53fa99d09958ef4c30b630f86d2e45cdcf413fa7ae","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_e90a4e66f8d3c11d","ref":"fnd_e90a4e66f8d3c11d2b9d","t":"2026-04-29T16:09:09.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$115,479 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $115478.58 of USDC on Base to 0xb98c948c….","source_url":"https://basescan.org/tx/0x84bbc47d104ba6425adc958b866e60ca6735b3496e9d5d22e4891e2e6b48cc1d","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_d089381a119a4969","ref":"fnd_d089381a119a49692713","t":"2026-05-02T15:38:07.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$101,422 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $101422.20 of USDC on Base to 0xb98c948c….","source_url":"https://basescan.org/tx/0x5c6f56ab1aa4c7dff90048f8fb893254bcdca767cf2c09e93fba93fbe9b6b651","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_89011aa3ef3d0d4c","ref":"fnd_89011aa3ef3d0d4c3018","t":"2026-05-10T12:47:07.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$82,421 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $82421.05 of USDC on Base to 0x3128a0f7….","source_url":"https://basescan.org/tx/0xf30e9b4db222c027fbe8aa07d8b0753c83828218f225ba64b7d6325c53625c25","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_f94cd49072526081","ref":"fnd_f94cd49072526081ec3c","t":"2026-05-10T16:48:47.000Z","kind":"rail","topic":"whale_payment","severity":"major","title":"$5,087 moved by an agent wallet","body":"A wallet bound to an ERC-8004 registration sent $5087.00 of USDC on Base to 0x1231deb6….","source_url":"https://basescan.org/tx/0xe6a1f7526466e1f3361d7e750847ced14261c9997d2a2eed158d644c5e164e67","producer":"AFG collector","metrics":["observed_pay_usd_total"],"authored":"collector"},{"id":"flg_b6e214a96563761d","ref":"fnd_b6e214a96563761dc8f6","t":"2026-05-21T23:02:33.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #50891 has paid 5 counterparties","body":"ERC-8004 registration 50891 on Base moved $134722.13 of USDC across 28 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x9e43eb3d1965a3a9857266d0552a54aafbedeba5987b719a89b4d39530cdb9ea","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_a08f09d48e779bdb","ref":"fnd_a08f09d48e779bdbcaba","t":"2026-06-01T14:11:33.000Z","kind":"incident","topic":"retry_storm","severity":"notable","title":"An agent paid the same address 230 times in a run, 73 of them inside ten minutes","body":"Registration 17027 sent 230 payments totalling $8.93 to a single counterparty in one run, 73 of them inside ten minutes. That is the shape of a retry loop, not of trade — and somebody paid the fees for every attempt.","source_url":"https://basescan.org/address/0x3d64ee04f51be2773cfdfb4d0e4176c20875a277","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_b0d4b5db1a7f711a","ref":"fnd_b0d4b5db1a7f711aa2b2","t":"2026-06-24T18:11:21.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #56754 has paid 54 counterparties","body":"ERC-8004 registration 56754 on Base moved $9173.01 of USDC across 192 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0xea4157ddaf161c0a28a641c05c488b045b1d1d82f88926fc6593a870a94e45b4","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_78aa67c812e685cc","ref":"fnd_78aa67c812e685ccd167","t":"2026-07-15T06:46:27.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #56871 has paid 15 counterparties","body":"ERC-8004 registration 56871 on Base moved $1621.71 of USDC across 80 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x757817fc6597b571ba18cef7638f8160e5532a17d8f61dd4748e7ab34a238ea3","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_b0f3a4cee9afc9fb","ref":"fnd_b0f3a4cee9afc9fb439b","t":"2026-07-25T05:00:29.000Z","kind":"incident","topic":"retry_storm","severity":"notable","title":"An agent paid the same address 126 times in a run, 65 of them inside ten minutes","body":"Registration 52894 sent 126 payments totalling $0.75 to a single counterparty in one run, 65 of them inside ten minutes. That is the shape of a retry loop, not of trade — and somebody paid the fees for every attempt.","source_url":"https://basescan.org/address/0xca0a64c1ac8e8158c016c53d6dde038629775d59","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_a6cd819102619feb","ref":"fnd_a6cd819102619feb4c2c","t":"2026-08-13T00:47:55.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #61562 has paid 1 counterparty","body":"ERC-8004 registration 61562 on Base moved $2053.04 of USDC across 61 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x641fb03e05444e84d4da78f682ed6ed37f3b510fdc7b7b4fc14c7edc55316a5b","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_b79ad7e74ea26672","ref":"fnd_b79ad7e74ea266724f9e","t":"2026-08-13T23:16:55.000Z","kind":"incident","topic":"retry_storm","severity":"notable","title":"An agent paid the same address 1316 times in a run, 931 of them inside ten minutes","body":"Registration 52894 sent 1316 payments totalling $0.52 to a single counterparty in one run, 931 of them inside ten minutes. That is the shape of a retry loop, not of trade — and somebody paid the fees for every attempt.","source_url":"https://basescan.org/address/0xf5e00c58b0950bec8bf2e43f8fc57f94e1b76af5","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_95deec7d15f348e8","ref":"fnd_95deec7d15f348e83250","t":"2026-09-01T04:44:27.000Z","kind":"incident","topic":"drain_pattern","severity":"notable","title":"An agent sent 13x its previous largest payment to an address it had never paid","body":"Registration 20317 paid $19999.18 to an address this wallet had never paid before; its previous largest counted payment across 25 earlier counted payments was $1559.30. This is the on-chain shape a drained agent wallet leaves. It is also the shape of a legitimate one-off purchase: we report what was seen, not what it means.","source_url":"https://basescan.org/tx/0x614a6515a9379e1a245a04588405a5b0c6e5f6ec74dc4a356345b5fad3136c65","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_caed25a5dd510bbd","ref":"fnd_caed25a5dd510bbdba87","t":"2026-09-01T11:00:11.000Z","kind":"incident","topic":"retry_storm","severity":"notable","title":"An agent paid the same address 62 times in a run, 62 of them inside ten minutes","body":"Registration 54975 sent 62 payments totalling $5.10 to a single counterparty in one run, 62 of them inside ten minutes. That is the shape of a retry loop, not of trade — and somebody paid the fees for every attempt.","source_url":"https://basescan.org/address/0x52ab53912d37759b2ad364f22dd06b16714b6c06","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_79c0d4027d5e8978","ref":"fnd_79c0d4027d5e8978988e","t":"2026-09-06T13:41:44.678Z","kind":"finding","topic":"delegation_concentration","severity":"notable","title":"One contract signs for 31.9% of delegated agent wallets","body":"Of 2977 agent wallets that have delegated their EOA under EIP-7702, 949 point at the same implementation, and 81% point at just four. A delegated wallet does what that contract says — so this is the number of independent failures behind the whole set, and it is far smaller than the wallet count.","source_url":"https://basescan.org/address/0x000100abaad02f1cfc8bbe32bd5a564817339e72","producer":"AFG collector","metrics":["wallets_delegated_7702","delegation_top_impl_share"],"authored":"collector"},{"id":"flg_b29c81e9239ffe27","ref":"fnd_b29c81e9239ffe279563","t":"2026-09-06T13:50:22.900Z","kind":"market","topic":"identity_resale","severity":"notable","title":"91.3% of agent identities have changed hands","body":"1,075,507 of 1,177,937 ERC-8004 registrations on Base have been transferred at least once, across 1,075,662 transfers. A registration is an NFT and can be sold, so a registration count is a count of names issued — not of agents, and not of operators.","source_url":"https://basescan.org/token/0x8004A169FB4a3325136EB29fA0ceB6D2e539a432","producer":"AFG collector","metrics":["registrations_transferred_total","registrations_minted_total"],"authored":"collector"},{"id":"flg_edb3b32ad893c82c","ref":"fnd_edb3b32ad893c82cb8e3","t":"2026-09-06T13:53:02.209Z","kind":"finding","topic":"minting_concentration","severity":"notable","title":"One address minted 10,272 agent registrations","body":"That is 0.9% of every ERC-8004 registration on Base, from a single address, and the ten busiest addresses account for 3.1%. Registration counts are the headline number for this whole sector; a large share of that headline is one script running. Separately, 27,890 registrations (2%) arrived in bursts of 25+ from one address inside a single hour.","source_url":"https://basescan.org/address/0x9f1045d983a6ac1faea82fe9314b47de73515d1a","producer":"AFG collector","metrics":["registrations_minted_total","top_minter_share"],"authored":"collector"},{"id":"flg_3fee1deabc902423","ref":"fnd_3fee1deabc9024230a45","t":"2026-09-07T08:48:32.451Z","kind":"finding","topic":"payment_concentration","severity":"notable","title":"One registration is 36% of all machine money we see","body":"Registration 14398 accounts for $365,201 of the $1,002,452 we have observed, across just 11 transfers. The median observed payment is $21.56. Read the total on its own and you would picture an economy of five-figure machine payments; the median says the opposite, and both are true at once.","source_url":"https://basescan.org/tx/0x37fe624d52f27584f71ebb6112855c7cfbf8b804ed9400395b67225f28ca1ea0","producer":"AFG collector","metrics":["observed_pay_usd_total","observed_pay_usd_median"],"authored":"collector"},{"id":"flg_9009197d73b0cbb9","ref":"fnd_9009197d73b0cbb90362","t":"2026-09-07T09:57:56.148Z","kind":"finding","topic":"census_divergence","severity":"notable","title":"Two x402 counters disagree by 2.3×","body":"agenteconomy.to reports 404,097 x402 transactions in a day; x402scan reports 173,983 on Base in 24 hours. Both are public, both are cited by other people, and they differ by 2.3×. We publish the gap rather than pick a winner — the same thing we do with the two ERC-8004 registration counters, because a number nobody can reconcile is the finding.","source_url":"https://x402scan.achivx.com/v1/stats/ecosystem","producer":"AFG collector","metrics":["x402_tx_daily","x402_tx_24h_x402scan"],"authored":"collector"},{"id":"flg_a23ac44bcbe2b0bc","ref":"fnd_a23ac44bcbe2b0bcb8ac","t":"2026-09-07T10:32:45.781Z","kind":"rail","topic":"counterparty_gravity","severity":"notable","title":"30% of paying agents pay the same address","body":"As of 2026-10-25, 4774 of the 15927 agents we have watched pay anyone send money to one contract (TermixEscrow, labelled by verified contract name of implementation) of just 170 bytes — 155371 payments worth $6,378,290. We rank by distinct payers rather than volume, because volume is dominated by a single large actor while the number of separate agents choosing one destination cannot be faked by one whale.","source_url":"https://basescan.org/address/0xc3d963e0856a2c2d6f75c83c1355f680fd8f9f10","producer":"AFG collector","metrics":["counterparty_top_payer_share","observed_pay_counterparties"],"authored":"collector"},{"id":"flg_33c8c68b1b830881","ref":"fnd_33c8c68b1b830881c576","t":"2026-09-07T10:32:45.784Z","kind":"vault","topic":"idle_cash","severity":"notable","title":"5481 funded agents have not paid anyone in 7 days","body":"They hold $1,125,694.07 of USDC between them and have moved none of it to a counterparty in the last 7 days. This is the sector's headline argument at wallet level: money parked next to an agent is not an agent economy until it moves.","source_url":"https://agenticfinancegraph.com/rank","producer":"AFG collector","metrics":["idle_funded_actors","idle_funded_usd"],"authored":"collector"},{"id":"flg_c21a920ce5a485c2","ref":"fnd_c21a920ce5a485c28931","t":"2026-09-07T11:02:57.333Z","kind":"launch","topic":"reputation_feed","severity":"notable","title":"634,868 on-chain feedback events, 153,489 agents rated","body":"The ERC-8004 Reputation registry on Base carries live agent-to-agent feedback — 634,868 events from 137,266 distinct raters, tagged with short labels like \"miner-vouch\" and linking to off-chain scorecards. Of the agents rated, 10343 are ones we have separately watched pay a counterparty. Reputation is a SIGNAL here and never a rank: it is somebody's opinion, published on-chain, and it can be bought as easily as it can be earned.","source_url":"https://basescan.org/address/0x8004BAa17C55a88189AE136b182e5fdA19dE9b63","producer":"AFG collector","metrics":["reputation_feedback_total","reputation_agents_rated"],"authored":"collector"},{"id":"flg_a1fab04fd727e789","ref":"fnd_a1fab04fd727e7891dc3","t":"2026-09-07T11:24:35.624Z","kind":"finding","topic":"reputation_concentration","severity":"notable","title":"Ten addresses wrote 39% of all agent reputation","body":"Of 634,868 feedback events on the ERC-8004 Reputation registry from 137,266 addresses, the ten busiest raters produced 39%. One address alone wrote 41,011 ratings (6%) covering 1 different agents. This is why reputation is published here as a signal and given no weight in the liveness ladder: a rank that counted vouches would be climbable by ten addresses.","source_url":"https://basescan.org/address/0x561f2fc3d5b219cda53b4753b8c37be78c7383e1","producer":"AFG collector","metrics":["reputation_top10_rater_share","reputation_feedback_total"],"authored":"collector"},{"id":"flg_0e69b2459d3a7d2c","ref":"fnd_0e69b2459d3a7d2c0198","t":"2026-09-07T11:29:07.777Z","kind":"finding","topic":"reputation_tag_concentration","severity":"major","title":"One vouching programme is 61% of all agent reputation","body":"The tag \"miner-vouch\" carries 386,549 of the 634,868 feedback events on the ERC-8004 Reputation registry — 60.9% — written by just 71 addresses across 1 agents. For contrast, \"starred\" has 136,252 events from 132,221 distinct raters, which is what unorganised feedback looks like. Reputation on this registry is not a crowd; it is mostly one programme.","source_url":"https://basescan.org/address/0x8004BAa17C55a88189AE136b182e5fdA19dE9b63","producer":"AFG collector","metrics":["reputation_top_tag_share","reputation_feedback_total"],"authored":"collector"},{"id":"flg_517936fbf8c5a676","ref":"fnd_517936fbf8c5a676323d","t":"2026-09-07T15:59:57.670Z","kind":"launch","topic":"launch_signer_composition","severity":"major","title":"72% of Doppler token launches are signed by smart accounts, not people","body":"Of 18,333 Airlock launches in the last 30 days whose signing route we have classified, 72% arrived through an ERC-4337 EntryPoint or the Doppler Bundler rather than as a direct call from an externally owned account. This is the launch layer that agent platforms build on — Doppler's own documentation names Zora, Paragraph, Noice and Bankr as integrators — and the majority of it is already machine-signed. The window is fixed at 30 days on purpose: the oldest blocks we swept run 29 EOA launches to every 1 smart-account launch, so an all-time figure would average two different eras into a number describing neither. We do NOT attribute these launches to any named front-end: Airlock records the integrator in a mapping rather than an event, and it is only recoverable from calldata when create() is the top-level call — which is the minority case, precisely because so many launches are routed through account abstraction.","source_url":"https://docs.doppler.lol/reference/contract-addresses","producer":"AFG collector","metrics":["doppler_smart_account_launch_rate_30d","doppler_launches_indexed"],"authored":"collector"},{"id":"flg_03e410a322964402","ref":"fnd_03e410a3229644026064","t":"2026-09-08T18:20:33.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #79400 has paid 15 counterparties","body":"ERC-8004 registration 79400 on Base moved $1651.08 of USDC across 43 payments. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0xacc9a2cc48bc74c55ba0445bdc26eb8a7c7098973e886db4b738bf741b757ca3","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_6f0dbaea0c431e03","ref":"fnd_6f0dbaea0c431e03dd3f","t":"2026-09-19T05:23:57.049Z","kind":"market","topic":"market_move","severity":"major","title":"5,243 registrations minted on Base in one day","body":"On 2026-09-18, registrations minted on Base came in at 5,243 — 3.1 standard deviations from its own 30-day average. Measured against complete UTC days only; the threshold is 2σ AND a floor, because on a flat series sigma alone calls everything an outlier.","source_url":"https://agenticfinancegraph.com/api/series?range=90d","producer":"AFG collector","metrics":["registrations_minted_daily"],"authored":"collector"},{"id":"flg_9607c14836979a0c","ref":"fnd_9607c14836979a0c03e5","t":"2026-09-20T00:20:30.120Z","kind":"market","topic":"market_move","severity":"major","title":"18 Virtuals ACP memos in one day","body":"On 2026-09-19, Virtuals ACP memos came in at 18 — 4.1 standard deviations from its own 30-day average. Measured against complete UTC days only; the threshold is 2σ AND a floor, because on a flat series sigma alone calls everything an outlier.","source_url":"https://agenticfinancegraph.com/api/series?range=90d","producer":"AFG collector","metrics":["virtuals_acp_memos_daily"],"authored":"collector"},{"id":"flg_270a6f3f388c3e42","ref":"fnd_270a6f3f388c3e4227aa","t":"2026-09-21T00:23:37.316Z","kind":"market","topic":"market_move","severity":"major","title":"19 Virtuals ACP memos in one day","body":"On 2026-09-20, Virtuals ACP memos came in at 19 — 5.1 standard deviations from its own 30-day average. Measured against complete UTC days only; the threshold is 2σ AND a floor, because on a flat series sigma alone calls everything an outlier.","source_url":"https://agenticfinancegraph.com/api/series?range=90d","producer":"AFG collector","metrics":["virtuals_acp_memos_daily"],"authored":"collector"},{"id":"flg_dff0771f121b7479","ref":"fnd_dff0771f121b7479a12c","t":"2026-09-21T19:26:13.000Z","kind":"incident","topic":"test_then_drain","severity":"notable","title":"An agent sent a probe payment to a new address, then 10x its previous largest to the same address","body":"Registration 59642 paid $5.00 to an address it had never paid, then $1994.58 to the same address 2 minutes later; its previous largest counted payment was $198.59. This is the shape a thief leaves when testing a stolen key before the full drain (Reid & Harrigan 2011). It is also the shape of a buyer trying a service with a cent before a large order: we report what was seen, not what it means.","source_url":"https://basescan.org/tx/0x5868d4382c38f1e43db38798bfdc7088e3ba332034d999e3ef3c993d4d75ae33","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_0cd4cb19daa9789c","ref":"fnd_0cd4cb19daa9789cfc1a","t":"2026-09-22T00:21:13.324Z","kind":"market","topic":"market_move","severity":"major","title":"12 Virtuals ACP memos in one day","body":"On 2026-09-21, Virtuals ACP memos came in at 12 — 5.2 standard deviations from its own 30-day average. Measured against complete UTC days only; the threshold is 2σ AND a floor, because on a flat series sigma alone calls everything an outlier.","source_url":"https://agenticfinancegraph.com/api/series?range=90d","producer":"AFG collector","metrics":["virtuals_acp_memos_daily"],"authored":"collector"},{"id":"flg_ce6f8cbd3ccff373","ref":"fnd_ce6f8cbd3ccff373a88e","t":"2026-09-23T00:21:26.196Z","kind":"market","topic":"market_move","severity":"major","title":"20 Virtuals ACP memos in one day","body":"On 2026-09-22, Virtuals ACP memos came in at 20 — 4.7 standard deviations from its own 30-day average. Measured against complete UTC days only; the threshold is 2σ AND a floor, because on a flat series sigma alone calls everything an outlier.","source_url":"https://agenticfinancegraph.com/api/series?range=90d","producer":"AFG collector","metrics":["virtuals_acp_memos_daily"],"authored":"collector"},{"id":"flg_9f97a59f0d0e8247","ref":"fnd_9f97a59f0d0e8247a0b0","t":"2026-09-24T00:20:57.629Z","kind":"market","topic":"market_move","severity":"major","title":"17 Virtuals ACP memos in one day","body":"On 2026-09-23, Virtuals ACP memos came in at 17 — 4.7 standard deviations from its own 30-day average. Measured against complete UTC days only; the threshold is 2σ AND a floor, because on a flat series sigma alone calls everything an outlier.","source_url":"https://agenticfinancegraph.com/api/series?range=90d","producer":"AFG collector","metrics":["virtuals_acp_memos_daily"],"authored":"collector"},{"id":"flg_683ed40d35e063ac","ref":"fnd_683ed40d35e063acf5f8","t":"2026-09-27T08:24:53.557Z","kind":"finding","topic":"payment_concentration","severity":"notable","title":"One registration is 26% of all machine money we see","body":"Registration 46471 accounts for $2,430,312 of the $9,339,555 we have observed, across just 40 transfers. The median observed payment is $55.37. Read the total on its own and you would picture an economy of five-figure machine payments; the median says the opposite, and both are true at once.","source_url":"https://basescan.org/tx/0xf30e9b4db222c027fbe8aa07d8b0753c83828218f225ba64b7d6325c53625c25","producer":"AFG collector","metrics":["observed_pay_usd_total","observed_pay_usd_median"],"authored":"collector"},{"id":"flg_0afe5be8018f99e2","ref":"fnd_0afe5be8018f99e29f80","t":"2026-09-29T10:16:27.000Z","kind":"incident","topic":"drain_pattern","severity":"notable","title":"An agent sent 200x its previous largest payment to an address it had never paid","body":"Registration 59969 paid $4209.96 to an address this wallet had never paid before; its previous largest counted payment across 3 earlier counted payments was $21.00. This is the on-chain shape a drained agent wallet leaves. It is also the shape of a legitimate one-off purchase: we report what was seen, not what it means. The payment took 100% of what the wallet held just before it.","source_url":"https://basescan.org/tx/0x355af5acefe9f88e60c9c734733160fe6bb65e5dbff2cfad775b47280a76ac9f","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_2ab1cfb052d5e121","ref":"fnd_2ab1cfb052d5e12118e9","t":"2026-10-09T15:02:03.000Z","kind":"incident","topic":"drain_pattern","severity":"notable","title":"An agent sent 6x its previous largest payment to an address it had never paid","body":"Registration 59060 paid $5680.00 to an address this wallet had never paid before; its previous largest counted payment across 3 earlier counted payments was $900.00. This is the on-chain shape a drained agent wallet leaves. It is also the shape of a legitimate one-off purchase: we report what was seen, not what it means. The payment took 80% of what the wallet held just before it.","source_url":"https://basescan.org/tx/0x17d92b0eb1a0bef62dc137dff1998d2a4fbfbbde61f754fe4f8e89eea900dce4","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_0fc7b11c769b1ae6","ref":"fnd_0fc7b11c769b1ae6b912","t":"2026-10-13T10:04:43.736Z","kind":"finding","topic":"reputation_farming","severity":"notable","title":"A burst of single-use reviewers: 9,018 \"starred\" reviews, each from a wallet that rated nothing else","body":"Between 2026-10-11T16:00 and 2026-10-15T21:00 UTC, 9,018 ERC-8004 reviews tagged \"starred\" came from wallets that have left no other review anywhere (9,019 reviews under the tag in those hours, up to 240 single-use reviews an hour). Reviews from fresh, single-use wallets are the cheapest way to pad a reputation score. It is also what a platform onboarding many new users who each rate once looks like: we report what was seen, not what it means.","source_url":"https://agenticfinancegraph.com/api/steps","producer":"AFG collector","metrics":["reputation_agents_rated","reputation_distinct_raters"],"authored":"collector"},{"id":"flg_56cb71cec18db7d7","ref":"fnd_56cb71cec18db7d7ce10","t":"2026-10-13T10:05:45.597Z","kind":"finding","topic":"reputation_farming","severity":"notable","title":"32 wallets left 373,329 reviews for one agent, each over 100 in a day","body":"Between 2026-05-16 and 2026-10-09, 32 wallets each left at least 100 ERC-8004 reviews in a single day (tagged \"miner-vouch\") for agent 25975: 373,329 reviews over 842 wallet-days. Repeating a few raters' reviews inflates a count of reviews without adding independent opinions. We report what was seen, not what it means.","source_url":"https://agenticfinancegraph.com/agent/8004-base-25975","producer":"AFG collector","metrics":["reputation_agents_rated"],"authored":"collector"},{"id":"flg_88ffbc9c4fbe1d3a","ref":"fnd_88ffbc9c4fbe1d3af4c4","t":"2026-10-16T15:50:44.785Z","kind":"finding","topic":"reputation_farming","severity":"notable","title":"A burst of single-use reviewers: 104,775 \"starred\" reviews, each from a wallet that rated nothing else","body":"Between 2026-10-16T12:00 and 2026-10-23T18:00 UTC, 104,775 ERC-8004 reviews tagged \"starred\" came from wallets that have left no other review anywhere (105,184 reviews under the tag in those hours, up to 2875 single-use reviews an hour). Reviews from fresh, single-use wallets are the cheapest way to pad a reputation score. It is also what a platform onboarding many new users who each rate once looks like: we report what was seen, not what it means.","source_url":"https://agenticfinancegraph.com/api/steps","producer":"AFG collector","metrics":["reputation_agents_rated","reputation_distinct_raters"],"authored":"collector"},{"id":"flg_de682bf16259fd8e","ref":"fnd_de682bf16259fd8eee01","t":"2026-10-21T11:18:21.000Z","kind":"incident","topic":"drain_pattern","severity":"notable","title":"An agent sent 13x its previous largest outflow, in ETH, to an address it had never paid","body":"Registration 58594 sent 0.1240 ETH ($305.17) to an address this wallet had never sent stablecoins or ETH to; its largest earlier outflow across 8 earlier counted payments and ETH sends was $24.32. This is the on-chain shape a drained agent wallet leaves. It is also the shape of a legitimate one-off purchase: we report what was seen, not what it means.","source_url":"https://basescan.org/tx/0xabd10ecb0126e784f4262b1f12523c142eedce5600c6a72e5fe3998dd6d0a164","producer":"AFG collector","metrics":["eth_out_usd_30d"],"authored":"collector"},{"id":"flg_b9a885d5f56c32b2","ref":"fnd_b9a885d5f56c32b2bd87","t":"2026-10-24T09:51:52.956Z","kind":"finding","topic":"reputation_farming","severity":"notable","title":"A burst of single-use reviewers: 8,852 \"starred\" reviews, each from a wallet that rated nothing else","body":"Between 2026-10-24T07:00 and 2026-11-01T22:00 UTC, 8,852 ERC-8004 reviews tagged \"starred\" came from wallets that have left no other review anywhere (8,906 reviews under the tag in those hours, up to 84 single-use reviews an hour). Reviews from fresh, single-use wallets are the cheapest way to pad a reputation score. It is also what a platform onboarding many new users who each rate once looks like: we report what was seen, not what it means.","source_url":"https://agenticfinancegraph.com/api/steps","producer":"AFG collector","metrics":["reputation_agents_rated","reputation_distinct_raters"],"authored":"collector"},{"id":"flg_3ae10b13b992c0ba","ref":"fnd_3ae10b13b992c0ba56e7","t":"2026-10-25T20:19:54.467Z","kind":"rail","topic":"counterparty_gravity","severity":"major","title":"53% of paying agents pay the same address","body":"As of 2026-11-10, 16829 of the 31715 agents we have watched pay anyone send money to one address of just 23 bytes — 1409906 payments worth $39,397. We rank by distinct payers rather than volume, because volume is dominated by a single large actor while the number of separate agents choosing one destination cannot be faked by one whale. What that contract does, we do not claim to know.","source_url":"https://basescan.org/address/0xaf36084a4dc0ce760a6dcfa46cf129e140c92aa9","producer":"AFG collector","metrics":["counterparty_top_payer_share","observed_pay_counterparties"],"authored":"collector"},{"id":"flg_3b348a79f31f0f3e","ref":"fnd_3b348a79f31f0f3e6134","t":"2026-10-29T00:48:19.000Z","kind":"incident","topic":"drain_pattern","severity":"notable","title":"An agent sent 6x its previous largest payment to an address it had never paid","body":"Registration 57728 paid $1308.06 to an address this wallet had never paid before; its previous largest counted payment across 11 earlier counted payments was $233.15. This is the on-chain shape a drained agent wallet leaves. It is also the shape of a legitimate one-off purchase: we report what was seen, not what it means. The payment took 100% of what the wallet held just before it.","source_url":"https://basescan.org/tx/0x307e2ad8724b2909d1ad9cf4fce54af9c306f5d9608027329cdd892059b83e54","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_d2570b4070d9d80e","ref":"fnd_d2570b4070d9d80e8b47","t":"2026-10-30T13:37:47.427Z","kind":"launch","topic":"delegation_families","severity":"notable","title":"Which wallet code paying agents run: EIP7702Proxy (Coinbase) 689, EIP7702StatelessDeleGator (MetaMask) 564, 7702 Logic v0.0.3 (Bitget Wallet) 160, of 2055 deleg","body":"Of 47009 wallets bound to agents at L7 or above, 47009 have had their code read and 2055 are EIP-7702 delegated (the account's code is the 0xef0100 designator plus an implementation address). 689 run EIP7702Proxy (Coinbase); 564 run EIP7702StatelessDeleGator (MetaMask); 160 run 7702 Logic v0.0.3 (Bitget Wallet), a name from a Basescan tag without verified source; 107 run 7702 Logic v0.0.2 (Bitget Wallet), a name from a Basescan tag without verified source; 99 run CaliburEntry (Uniswap); 95 run SemiModularAccount7702 (Alchemy); 47 run Kernel (ZeroDev); 44 run Simple7702Account; 10 run TokenPocketSimple7702Account (TokenPocket); 3 run Simple7702Account; 1 run CoinbaseSmartWallet (Coinbase). 89% of the delegated wallets point at a named implementation; the rest point at contracts with no verified source or public name we have read. A name identifies the contract, not the agents on it, and no implementation is trusted or distrusted by being named. Cross-check at 2026-10-30 13:26 UTC: of 185 delegated wallets re-read at block 53288713 through a public Base node we do not run, 181 showed the same implementation, 3 had moved to another and 1 had revoked; 90 of 90 readable wallets we hold as undelegated still were.","source_url":"https://basescan.org/address/0x7702cb554e6bfb442cb743a7df23154544a7176c","producer":"AFG collector","metrics":["wallets_delegated_7702","delegation_top_impl_share"],"authored":"collector"},{"id":"flg_1a08197594636629","ref":"fnd_1a08197594636629fbd8","t":"2026-10-30T14:12:12.132Z","kind":"finding","topic":"delegation_concentration","severity":"notable","title":"One contract signs for 26.1% of delegated agent wallets: Simple7702Account","body":"Of 8058 agent wallets that have delegated their EOA under EIP-7702, 2103 point at the same implementation, and 83% point at just four. A delegated wallet does what that contract says — so this is the number of independent failures behind the whole set, and it is far smaller than the wallet count.","source_url":"https://basescan.org/address/0xa46cc63ebf4bd77888aa327837d20b23a63a56b5","producer":"AFG collector","metrics":["wallets_delegated_7702","delegation_top_impl_share"],"authored":"collector"},{"id":"flg_d7ff8c307e1a024d","ref":"fnd_d7ff8c307e1a024daa57","t":"2026-11-06T06:31:43.606Z","kind":"finding","topic":"delegation_concentration","severity":"major","title":"One contract signs for 44.5% of delegated agent wallets: EIP7702Proxy (Coinbase)","body":"Of 11358 agent wallets that have delegated their EOA under EIP-7702, 5052 point at the same implementation, and 88% point at just four. A delegated wallet does what that contract says — so this is the number of independent failures behind the whole set, and it is far smaller than the wallet count.","source_url":"https://basescan.org/address/0x7702cb554e6bfb442cb743a7df23154544a7176c","producer":"AFG collector","metrics":["wallets_delegated_7702","delegation_top_impl_share"],"authored":"collector"},{"id":"flg_ddd7fd7e96ee7469","ref":"fnd_ddd7fd7e96ee7469ee7f","t":"2026-11-06T15:33:20.000Z","kind":"incident","topic":"test_then_drain","severity":"notable","title":"An agent sent a probe payment to a new address, then 6x its previous largest to the same address","body":"Registration 60444 paid $5.00 to an address it had never paid, then $389.00 to the same address 6 minutes later; its previous largest counted payment was $59.88. This is the shape a thief leaves when testing a stolen key before the full drain (Reid & Harrigan 2011). It is also the shape of a buyer trying a service with a cent before a large order: we report what was seen, not what it means.","source_url":"https://basescan.org/tx/0x869c7ebd500a04f62da3c7c8ef2f0d9c42ebce1dbf90f4f4a85672cf46cebb16","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_8d99daa4124f3e5d","ref":"fnd_8d99daa4124f3e5d9557","t":"2026-11-08T01:13:56.000Z","kind":"rail","topic":"first_payment","severity":"notable","title":"Registration #1170931 has paid 1 counterparty","body":"ERC-8004 registration 1170931 on Base moved $1509.16 of USDC across 1 payment. It is an economic actor, not just a name.","source_url":"https://basescan.org/tx/0x21f82db918149a6e4dc0b63a556e3b81d722195134e6d8089bcd07e61c43980e","producer":"AFG collector","metrics":["actors_l7_plus","observed_pay_usd_total"],"authored":"collector"},{"id":"flg_42ec77b1684adbff","ref":"fnd_42ec77b1684adbff1135","t":"2026-11-08T23:13:17.000Z","kind":"incident","topic":"drain_pattern","severity":"notable","title":"An agent sent 29x its previous largest payment to an address it had never paid","body":"Registration 58971 paid $376.33 to an address this wallet had never paid before; its previous largest counted payment across 18 earlier counted payments was $13.11. This is the on-chain shape a drained agent wallet leaves. It is also the shape of a legitimate one-off purchase: we report what was seen, not what it means. The payment took 100% of what the wallet held just before it.","source_url":"https://basescan.org/tx/0x0e6e8182c60d51729b41c866404906b57e0a3f3c3100fe71331576f6c2da121c","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"},{"id":"flg_004f6c9f4240fd4c","ref":"fnd_004f6c9f4240fd4c6382","t":"2026-11-10T16:54:29.195Z","kind":"finding","topic":"reputation_farming","severity":"notable","title":"A burst of single-use reviewers: 8,992 \"starred\" reviews, each from a wallet that rated nothing else","body":"Between 2026-10-11T17:00 and 2026-10-15T21:00 UTC, 8,992 ERC-8004 reviews tagged \"starred\" came from wallets that have left no other review anywhere (8,993 reviews under the tag in those hours, up to 240 single-use reviews an hour). Reviews from fresh, single-use wallets are the cheapest way to pad a reputation score. It is also what a platform onboarding many new users who each rate once looks like: we report what was seen, not what it means.","source_url":"https://agenticfinancegraph.com/api/steps","producer":"AFG collector","metrics":["reputation_agents_rated","reputation_distinct_raters"],"authored":"collector"},{"id":"flg_a4aadbec9755c99c","ref":"fnd_a4aadbec9755c99cf1ee","t":"2026-11-10T17:54:24.668Z","kind":"finding","topic":"reputation_farming","severity":"notable","title":"A burst of single-use reviewers: 8,920 \"starred\" reviews, each from a wallet that rated nothing else","body":"Between 2026-10-11T18:00 and 2026-10-15T21:00 UTC, 8,920 ERC-8004 reviews tagged \"starred\" came from wallets that have left no other review anywhere (8,921 reviews under the tag in those hours, up to 240 single-use reviews an hour). Reviews from fresh, single-use wallets are the cheapest way to pad a reputation score. It is also what a platform onboarding many new users who each rate once looks like: we report what was seen, not what it means.","source_url":"https://agenticfinancegraph.com/api/steps","producer":"AFG collector","metrics":["reputation_agents_rated","reputation_distinct_raters"],"authored":"collector"},{"id":"flg_95d2b32f43c2c9cd","ref":"fnd_95d2b32f43c2c9cd126c","t":"2026-11-10T18:17:35.000Z","kind":"incident","topic":"retry_storm","severity":"notable","title":"An agent paid the same address 219 times in a run, 82 of them inside ten minutes","body":"Registration 529727 sent 219 payments totalling $185904.00 to a single counterparty in one run, 82 of them inside ten minutes. That is the shape of a retry loop, not of trade — and somebody paid the fees for every attempt.","source_url":"https://basescan.org/address/0xf2731361d832ba96722c735cae4863d0ad3ab42f","producer":"AFG collector","metrics":["observed_pay_events"],"authored":"collector"}]}