Assay Applied Research Lab
Expert onchain judgment for frontier agents
We capture how crypto experts actually reason — then structure it as training data.
Assay turns exploits, wash volume, governance, and safe signing into SFT traces, RL rubrics, and agent environments.
Paying customers across wallet and developer infrastructure.
Agents read the chain correctly. They still get the meaning wrong.
Frontier models can trace every transfer and still misjudge what the money means: new demand or internal treasury, organic flow or recycled inventory, safe to sign or escalate to a human. As agents get more autonomy and move more money, that judgment has to be tested independently.
Assay is an applied research lab that builds and evaluates AI agents for onchain investigation. Our experts work real onchain cases, document the evidence and the economic ground truth, and turn each case into training data, private holdout evals and executable environments. An agent does not pass because the answer looks fluent. It passes a named expert rubric.
Three products
All productsSFT / chain-of-thought
Traces of how an expert actually works a live onchain case. Prompt–response pairs and reasoning, not vibes.
RL + rubrics
Named grading frameworks. “Is this volume organic?” “Is this action safe to sign?” Fluent is not a pass.
Agent environments
Wallet, block explorer, SQL over decoded schemas, MCP tools. Agents run real workflows.
Correct facts. Wrong economic attribution.
Observed
$25.4M gross stablecoin inflow · 47 transfers · 11 wallets · 48 hours
Agent said
$22–25M of new institutional liquidity
Expert ground truth
$2.4M probable net-new. $14.1M related-entity treasury, $6.2M returned to custody, $2.7M liquidity inventory.
Why this domain
Agents have started to move money.
Agent wallets and x402 are about to move stablecoins. Training data for those agents is still generic web text. That is the gap Assay fills.
The unit is stablecoins.
Better models make this more necessary, not less: the more money agents move, the more teams need independent proof that their agents' judgment holds up. Every case we run feeds our benchmark.
Sample tasks
Open sample packStablecoin flow
HardIs this stablecoin volume organic?
Signing safety
HardSafe to sign? Permit2 infinite approval from an agent wallet
Launch risk
MediumDid this agent pick the right tool to decode the transaction?
Harness
An eval sketch, not a dashboard.
Wallet, explorer, canned SQL, canned transcript, weighted rubric. Run the sample query. Run eval. That single interaction is the demo.
Wallet
0xA55A…c01d
Stablecoins
Transcript
Volume is 8.4×. 612 senders. Looks organic.
Rubric
FAIL 0.00
Fluent is not a pass.