At Frachtis, we believe the next major actors in crypto won’t be people, they’ll be machines. These autonomous programs will trade, govern, and execute strategies on-chain, running continuously and making split-second decisions. To succeed, they require something that doesn’t yet exist at scale: ultra-fast, machine-readable blockchain intelligence.
If an AI trading agent reacts even a second late to a Solana price movement, the arbitrage opportunity is gone. Dashboards refreshing every few minutes, or SQL-based APIs that query stale databases will not cut it in the future. Agents will need structured data streams delivered in milliseconds, not minutes.
That’s the gap Lys Labs is solving.
What Lys Labs Does
Lys Labs is building the first intelligence layer for AI agents on Solana: a streaming pipeline that ingests block events and transforms them into structured, contextual knowledge within milliseconds. Instead of raw data dumps, Lys Labs provides AI-ready intelligence, an interpreted feed of on-chain data that agents can act on instantly.
Why the Market Matters
Real-time, AI-grade blockchain intelligence could conservatively be a $350–750 million annual market within the next few years. But the ceiling is far higher. Traditional finance spends tens of billions every year on real-time data through Bloomberg, LSEG (formerly known as Refinitiv), and FactSet. As trillions of dollars in assets tokenise on-chain and AI agents increasingly drive transaction volume, we believe the equivalent infrastructure in crypto will be worth many billions. With this framing, Lys Labs isn’t chasing a niche, it is positioning itself as a strategic data backbone for the future AI agent economy.
The Team
Lys Labs is led by a world-class team of Romanian founders:
- Andra – Seven years in crypto, worked at 1inch and Origin Protocol, and spent years in Silicon Valley. She drives Lys’s business and partnerships.
- Marian – In crypto since 2014, early Ethereum Foundation member, and builder of some of the first Ethereum products. He shapes the long-term vision.
- Viorel – More than a decade in cybersecurity and 10 years in crypto, ensuring the architecture is resilient and secure.
- Calin – PhD in Graph Data Analytics. Knowledge graph specialist.
The Moats
Lys Labs has several durable advantages:
- Technology
- Its biggest competitive edge is its ultra-low latency performance combined with its ontology builder and ability to structure data in real-time. Thanks to the specialised pipeline and graph-based architecture, Lys can handle blockchain data at speeds that no existing SQL-based provider can match.
- AI-native approach
- Beyond speed, Lys is uniquely designed for AI integration. The data output from Lys isn’t just fast, it’s also in a format that AI agents can readily use (thanks to the contextual, knowledge graph approach). Competing solutions provide raw data that developers then have to wrangle into something an AI model can understand, which is slow and resource-intensive. Lys does that heavy lifting automatically by structuring data with ontologies and OG-RAG.
- Team
- Lys’s founding team and engineers bring deep expertise in both AI and blockchain data. They are pioneers in applying techniques like OG-RAG and ontology-driven data modeling to the blockchain domain. Reproducing what Lys has built would require not only time and capital, but also a rare combination of knowledge in graph theory, AI/LLM integration, and low-level blockchain data plumbing
- First-mover
- No other provider combines real-time on-chain data with AI-ready context, allowing Lys to set the standard for this emerging category.
Why We Invested
At Frachtis, we look for infrastructure that will define the future of crypto. We believe AI agents will soon become the dominant transactors on-chain, and Lys Labs is building the intelligence layer they will depend on. With its unique technology, exceptional team, and category-defining vision, Lys is positioned to become a foundational company at the intersection of AI and Web3. We’re proud to back them at the beginning of this journey.
Check out http://lyslabs.ai/ and @LYS_Labs to know more about what they are building.
