Primis Protocol

Notes from $PRIMIS segment w/@primisprotocol & @khouuba on @MCGlive 👇 @BagsApp Founder background: • Self-taught dev building Primis for ~3 years • Previously launched $BULLY, which went viral with 210M+ views and reached $260M ATH. Lots of learnings, feedback from Dolion covered during this segment. Product thesis: • Primis = pricing layer for compute • Routes AI workloads to the cheapest compute providers → acting as a marketplace for compute Market dynamics: • Compute prices driven by hyperscaler supply + exploding AI demand (labs, startups, agents) • PRIMIS vaults use SOL staking yield (~4%) to help stabilize compute pricing risk Early traction: • $324K ARR from 1-click deployed agents on Primis • 100K signups from earlier Dolion waitlist • Currently closed beta → broader beta opening in a few weeks Token mechanics: • Fees from the ecosystem help buy back token / support LP • Team exploring a deeper ownership model tied to the network.

Notes from $PRIMIS segment w/@primisprotocol & @khouuba on @MCGlive 👇 @BagsApp Founder background: • Self-taught dev building Primis for ~3 years • Previously launched $BULLY, which went viral with 210M+ views and reached $260M ATH. Lots of learnings, feedback from Dolion covered during this segment. Product thesis: • Primis = pricing layer for compute • Routes AI workloads to the cheapest compute providers → acting as a marketplace for compute Market dynamics: • Compute prices driven by hyperscaler supply + exploding AI demand (labs, startups, agents) • PRIMIS vaults use SOL staking yield (~4%) to help stabilize compute pricing risk Early traction: • $324K ARR from 1-click deployed agents on Primis • 100K signups from earlier Dolion waitlist • Currently closed beta → broader beta opening in a few weeks Token mechanics: • Fees from the ecosystem help buy back token / support LP • Team exploring a deeper ownership model tied to the network.

Notes from $PRIMIS segment w/@primisprotocol & @khouuba on @MCGlive 👇 @BagsApp Founder background: • Self-taught dev building Primis for ~3 years • Previously launched $BULLY, which went viral with 210M+ views and reached $260M ATH. Lots of learnings, feedback from Dolion covered during this segment. Product thesis: • Primis = pricing layer for compute • Routes AI workloads to the cheapest compute providers → acting as a marketplace for compute Market dynamics: • Compute prices driven by hyperscaler supply + exploding AI demand (labs, startups, agents) • PRIMIS vaults use SOL staking yield (~4%) to help stabilize compute pricing risk Early traction: • $324K ARR from 1-click deployed agents on Primis • 100K signups from earlier Dolion waitlist • Currently closed beta → broader beta opening in a few weeks Token mechanics: • Fees from the ecosystem help buy back token / support LP • Team exploring a deeper ownership model tied to the network.

Notes from $PRIMIS segment w/@primisprotocol & @khouuba on @MCGlive 👇 @BagsApp Founder background: • Self-taught dev building Primis for ~3 years • Previously launched $BULLY, which went viral with 210M+ views and reached $260M ATH. Lots of learnings, feedback from Dolion covered during this segment. Product thesis: • Primis = pricing layer for compute • Routes AI workloads to the cheapest compute providers → acting as a marketplace for compute Market dynamics: • Compute prices driven by hyperscaler supply + exploding AI demand (labs, startups, agents) • PRIMIS vaults use SOL staking yield (~4%) to help stabilize compute pricing risk Early traction: • $324K ARR from 1-click deployed agents on Primis • 100K signups from earlier Dolion waitlist • Currently closed beta → broader beta opening in a few weeks Token mechanics: • Fees from the ecosystem help buy back token / support LP • Team exploring a deeper ownership model tied to the network.

Welcome @khouuba 💰 Your application to the @BagsHackathon has been accepted. bags.fm/apps/42da6a3a-…

as i said some time ago : no more “soon we will do x, y and z” posts, instead only “we just shipped this, we just hit this milestone” posts so when i’m not on x, just know we’re working hard. that being said, get ready for this week many things happening for @primisprotocol primis mode

all agents deployed through @primisprotocol now have access to all the new google skills and can use your drive, gmail, calendar… primis mode

we’ve officially as @primisprotocol applied to the bags hackathon @BagsApp @BagsHackathon

everyone is racing to build better models. bigger. faster. smarter. but models sit on top of something fragile: massive, long-term compute commitments. @DarioAmodei explained it clearly: if you commit to buying $5t worth of compute because you project a $1t revenue run rate… and you land at $800b instead, you don’t “slow down.” you go bankrupt. that’s the asymmetry. compute is committed upfront. revenue is probabilistic. that gap is the real bottleneck. it’s not about GPUs. it’s about balance sheet exposure. this is the structural risk companies like @OpenAI @AnthropicAI and more are navigating. and this is exactly the layer @primisprotocol is abstracting. separating compute consumption from price and capital risk. so builders scale on demand curves, not on debt curves. models innovate. capital underwrites volatility. infrastructure becomes predictable. that’s the trillion-dollar abstraction layer.

for those new to @primisprotocol, here’s what we’ve done until now : > building the pricing layer for compute. > launched a 1 click deploy 🦞 agents web app > beta for our capital providers > closed beta for the compute side > hit +$320k arr + 900 agents in less than a month > released the tokenomics for $PRIMIS > bought back 3.332% of the supply (~$20k) > launched a $PRIMIS treasury with an additional 2.89% of the supply > redirect 20% of our fees to the liquidity pools with @LiquidityApp