Molok

👀 Everyone sees AI. Few understand what AI actually needs. AI agents don’t sleep. They don’t bank. They don’t ask permission. They transact. Infinitely. ⬇️

Things that are obvious: Smart contract L1's will accrue a larger percentage of crypto total value over time as the investable infrastructure layer. L1's that can output the largest amount of intelligence per unit of energy will outperform over time (as is true Universally). NFT's will become a large part of all individualized contracts over time. The biggest user of DeFi and crypto payments will be AI agents and their scale is infinite. All financial rails will move to blockchains rails. Governments will continue to debase currency. Digital art will accrue vast value over time due to the wealth effect of the above. It's all just so fucking obvious...

Less spend. Smaller team. More shipped. Stronger network. Still here. Still building. files.multiversx.com/MultiversX-Sta…

6790 txs 0.9658 egld fees 2 starlinks Ubiquti DMS SE + 5x UAP AC M Pro 6000 sqm 28 vendors 6 topups One blockchain @MultiversX When a system works, it just works !!

New @MultiversX node operators TUI coming soon :) A single Rust binary (~3MB) running smoothly on macOS and Linux. Install, manage, and upgrade node configurations without touching config files. Fully compatible with existing setups: install → run → migrate → everything continues on the new system without disruption. The new TUI dashboard manages all nodes from one place, with log filtering by level, full-text search across logs, and focused output for debugging. Cleaner operations, faster upgrades, minimal friction.

1. Most EGLD price predictions are just lines on a chart. Here's a fundamentals-based model using TOTAL3 and market share that shows where price could go - and why $200 might actually be very conservative. 🧵

When an agent buys something from a marketplace, it handles the logic, decides the product, timing & conditions. When a payment is required it can use @xMoney_com. An agent is the brain, #MultiversX the execution environment & xMoney is the payment interface to the real world.

@TemoanaART @TheDinoVox Non, je ne suis pas jaloux du tout 😂 Ma peine n’en est que plus grande maintenant 😭 Graou 🦖

It's unboooxiiiiing tiiiiiime ⚡️⏲️⚡️ Merci la team @TheDinoVox, le #DinoMerch est bien arrivé à la maison 😁🤙 Sorry @Molok987 y'a pleins de DinoGifts dedans 🤭 #SlapUnboxing Theory

Wow, j’ai un nouvel ami @TheDinoVox ! Merci les apéros crypto, et surtout merci @TemoanaART pour le cadeau 🦖 GRAOU !!!!!!!!!!

User defines intent: Get me from Munich to NYC next week under certain budget, direct flight & return after 3 days. The agent on #MultiversX scans flight options, pricing, seat availability, and timing. When the conditions at @aairwaves match, the agent executes the booking.

An agent on #MultiversX has to buy shirts for his owner & triggers a transaction on @Zalando via MPP from @stripe. If the merchant accepts crypto, payments can go directly. If not the payment is routed through Stripe which convert into fiat & complete inside traditional system.

Turning household consumption into an automated system with agents on #MultiversX. The agent connects to a retailer interface like @Walmart. The agent decides to purchase & triggers the transaction through MPP payment protocol. After the purchase, the agent tracks the delivery.

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world... The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore. The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with. It’s a 20th century answer to a 21st century problem and it’s broken before it even starts. Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture. Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest. The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed. Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves. And it’s not just agents... Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions. Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate. So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust. Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it. Which brings us to the actual answer to the Economic Singularity… Universal Basic Equity. Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose. Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love. Abundance of goods and services from AI handles the cost of living. Taxing data center electricity use solves the tax issue. Four legs of a stool that holds up the post-singularity human world. So… just buy the fucking tokens. Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come. Crypto is going to $100trn in the next 6 to 8 years and well beyond that after. You can choose to invest in your own economic disruption, or get left behind by it. And if you’re worried about timing the cycle… …adjust your time horizon. This is humanity’s pension plan. It's all so absurdly fucking obvious...

Open settlement infra used to come with a tax: it was slow. Supernova removes that tradeoff. 600ms blocks. <200ms intra-shard finality. Decoupling consensus from execution, validators agree on ordering, execution runs parallel across shards. The architectural payoff of sharding from day one. A monolithic chain wanting sub-second finality has to make every validator do everything faster. A sharded chain distributes the work. At agentic scale, that's the difference between a blockchain that holds and one that doesn't. $EGLD is the settlement layer.

Why did one blockchain deliberately implement six AI agent commerce protocols, each built by a different company, with zero shared governance between them? 🤔 That's not a roadmap item. That's a calculated bet on what the internet becomes. here at @MultiversX 🧵

Bro, we need a League of Legends on @MultiversX 🤔 Btw, just crossed 1M plays on my games in Fortnite, so I might build a new standalone game with AI and Threejs and web3. Let’s brainstorm that.🧠

You're right. Price action hasn't reflected what we built. I own that. We were heads-down shipping tech,maybe too much tech with sharding, SpaceVM, xPortal, xMoney, SuperNova. The engineering is world-class. The distribution, storytelling, and market presence haven't matched it. One note that worked for decades was that price follows fundamentals eventually. Our job is to make the fundamentals impossible to ignore.

🔥 VITALIK: Ethereum is not built to compete with high-frequency trading platforms or be the fastest chain. “It’s meant to be the secure chain, the decentralized chain, the chain you can rely on.”

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Agents Are Eating the World A few structural shifts redefining value creation, market topology, and the architecture of the firm. The Death of the Session The fundamental unit of software is shifting from the “session”, a human sitting in front of an interface, clicking through menus, to the “task.” Agents don’t browse. They execute. This collapses the entire UX layer that defined the last three decades of software into a thin orchestration membrane. The companies that built moats around user habit and design familiarity are discovering those moats were made of sand. When an agent books your flight, it doesn’t care about your airline’s homepage redesign. It cares about the API. The implication is seismic: distribution advantages based on UI stickiness are evaporating. The new moat is data gravity and API surface area. CORE INSIGHT: Every company is now two companies: the one humans see, and the one agents negotiate with. Autonomous Commerce Loops We are witnessing the emergence of closed-loop autonomous commerce, agents procuring, negotiating, and settling transactions with other agents, with humans only setting boundary conditions. A procurement agent evaluates 4,000 suppliers in the time a human reads one proposal. A pricing agent adjusts in real-time across 200 variables no human could hold in working memory simultaneously. This is a new market topology. The speed and dimensionality of agent-mediated commerce will create market dynamics we’ve never modeled: flash negotiations, millisecond arbitrage on service contracts, and reputation graphs that update continuously. The companies that win will be the ones that build the settlement rails and trust infrastructure for this machine-to-machine economy. CORE INSIGHT: The next Visa is not a payments company. It’s an agent-to-agent trust and settlement protocol. The Principal-Agent Collapse Economics has long studied the principal-agent problem: how do you ensure someone acting on your behalf actually serves your interests? With AI agents, this problem transforms from a social contract into an engineering specification. Agent alignment isn’t about trust, it’s about architecture. Guardrails, evaluation loops, and value functions replace traditional contracts, incentives, and performance reviews. This is simultaneously the greatest risk and the greatest opportunity. The companies that solve agent alignment at the infrastructure level, building auditable, interpretable, controllable agent systems, will own the trust layer of the entire agentic economy. Every agent interaction requires a trust decision. Whoever arbitrates that decision captures the toll on every transaction. CORE INSIGHT: The most valuable company of the agentic era won’t build agents. It will build a system that makes agents trustworthy. In the end, the solution arrives, and it's striking is how much it simply converges on Supernova. Sub-second interaction anywhere on earth. True agent scalability. Programmable, verifiable actions. Payment and orchestration rails embedded at the foundation. This is SUPERNOVA.