🦞 LOBSTR SCAN

"a blockchain based agent2agent protocol that allows discovery, identity and payment"

LOBSTR SCORE42/100
β–ˆβ–ˆβ–ˆβ–ˆβ–‘β–‘β–‘β–‘β–‘β–‘
MARKET SIGNAL WEAK
DENSITY LOW
LLandscape🟒72/100Early infrastructure play with scattered competitors but no dominant standard yet.
OOpportunity🟑55/100Autonomous agents are emerging but actual payment volume between them remains theoretical.
BBusiness modelπŸ”΄35/100Protocol business models are brutalβ€”unclear who pays, when, and why they wouldn't fork.
SSharpness🟑40/100Sounds like OAuth meets blockchain meets agent mesh, nothing fundamentally novel here.
TTiming🟑68/100AI agents are hot but they're mostly siloed toys, not economic actors needing payment rails.
RReachπŸ”΄30/100Network effects require mass agent adoption that doesn't exist and chicken-egg problem kills you.

VERDICT

You're building expensive infrastructure for a market that might materialize in 2028, maybe. The agent economy sounds sexy but you'll burn millions before anyone actually needs trustless agent payments at scale.

🚫 NOT YET.

GRID SIGNAL

1 EU investor match this space (low)

β†’ grid.nma.vc