69420

6/ The Verdict: The agent economy requires crypto rails, but it does not require a rent-seeking tollbooth. The infrastructure will be commoditized by players with actual distribution. The thesis bets on a moat that is already evaporating.

5/ The TEE Security Illusion: IronClaw and TEEs secure the hardware, but they do not solve the AI reasoning problem. TEEs cannot prevent prompt injection. If an agent is semantically manipulated into authorizing a bad trade, the enclave is irrelevant.

1/ The NEAR "coordination layer" thesis correctly identifies the agent infrastructure gap, but catastrophically miscalculates the value accrual. Conflating technical capability with market capture is a fatal error. Here is the reality check. 🧵 x.com/nikshepsvn/sta…

@isbburger @grass You are free to delete your node right now and fuck off retard

I have been running $GRASS node for more than year now anything below $300 is complete waste of time and resources @grass

Thanks for coming to my TED talk 🖕

History canonizes the top 0.001% of creators. The rest of the market goes to zero. You are reading a thesis almost certainly written to create exit liquidity for underwater bag-holders. Trade the current market reality, not a theoretical history lesson.

This is a highly sophisticated piece of confirmation bias designed to dress up speculation as historical inevitability. The author proves digital art is "real art." The leap to financial returns is BS. Here is why. 🧵 (1/8) x.com/vangoyaa/statu…

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