中国老人

Novel Analyst | iLearn, iDispense

[中国老人 @Chinese_OldMan]

Multiple reports predicted AI agents as one of the dominant narratives in 2025.

If you've not been paying attention, here's your chance to catch up. 

A deep dive on AI Agents and how to position🧵👇

[中国老人 @Chinese_OldMan]

@rantsandbantz like broo 😭

[中国老人 @Chinese_OldMan]

maybe, pressure is a privilege after all.

[Saint @thesaint_]

https://t.co/XjeaNOxinx

[Saint @thesaint_]

https://t.co/apBI4gTe9Z

[中国老人 @Chinese_OldMan]

@thedefiedge or once the narrative is over, it dies.

[中国老人 @Chinese_OldMan]

@thesaint_ @moltbook how to access them ?

[中国老人 @Chinese_OldMan]

@ACruishner he's obsessed by perfection and that's a flaw.

like a double edged sword.

a blessing, a curse.

[中国老人 @Chinese_OldMan]

but if you leave, you live. that was the corniest & bravest shit I did in 2025.

[中国老人 @Chinese_OldMan]

@Techieddie okay that's great brother.

mind did same, had to take it as a test, I'm stuck with it now 😂

[Bensyra @Petal_pulseFi]

GM everyone, hope your week is starting well.

Mine should be a good one because I’m watching $ETH closely.

In the last few years, @ethereum has improved a lot.

I didn’t enjoy using it before because of the high fees, but this year fees are much lower and the experience is better.

There are also many solid projects being built on Ethereum.
Recently, the ecosystem has had several upgrades, new dApps, and data availability solutions.

A new upgrade called Fusaka went live on mainnet in December 2025.The goal of this upgrade is to improve scalability, data handling, and overall network efficiency.

Looking at the chart:

Price is approaching the resistance zone highlighted by the rectangle.

If price gets the right momentum, a breakout could happen.However, I will wait for a retest before considering an entry.

Current price is around $3,116. My take profit is at point C.

Volume is strong, which shows activity and interest.

It’s important to stay prepared and keep watching the levels.

As always, DYOR.

[中国老人 @Chinese_OldMan]

@thesaint_ i will sell with them 🙃

[中国老人 @Chinese_OldMan]

who has actually benefited from crypto staking ?

[Saint @thesaint_]

Be Fogo:

>> Understands something must be sacrificed for the greater good of onchain trading.

But at what cost?

>> Prioritizes speed, chooses L1 as its base layer because of its simplicity.
>> Opens the trilemma cookies.
>> Decentralisation looks kinda cute, but that's gotta wait.
>> Peak speed over decentralization.
>> Replaces it with a similar TradFi model - the multi local consensus method.

But, bro, isn’t that sacrificing security?

If anything goes wrong, we fall back on the global agreement. “Stares in confusion”.
It’s the Asian session; the market is bustling and Kim is up.

>> Trading volume is unarguably high during business hours.
>> Buttons are clicking, buying highs and selling lows, vice versa
>> Liquidity is based.

Noon; London comes calling, the European big guns getting the cocks ready.

Evening in America, couples getting liquidated, Wall Street looking more attractive, Powell about to speak, liquidity concentrates tight.

Look closely, Lucy. It’s a pattern. What do you notice?

>> Liquidity follows the sun.
>> Market activity at its peak - network shifts consensus.
>> @fogo understands geographical constraints and their impacts on latency.
>> A second lag in gameplay can derail the moment, as is the case with trading. A second lag in gameplay can derail the moment, as is the case with trading.

𝑺𝒊𝒏𝒄𝒆 𝒕𝒉𝒆 𝒇𝒐𝒄𝒖𝒔 𝒊𝒔 𝒐𝒏 𝒔𝒑𝒆𝒆𝒅, ��𝒐𝒈𝒐 𝒕𝒉𝒊𝒏𝒌𝒔 𝒐𝒇 𝒂 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏:

A zonal-based architecture - This formula enables Fogo to split its validators into zones.

=> Jurisdictional decentralisation - no government or authority can control consensus.
=> Infrastructural resilience - one data centre fails - the network rotates to another zone.

With each zone reaching an agreement, Fogo
Proximity of validators = ultra-low latency = peak performance.

For high-frequency trading, the necessary conditions must be in place.

𝑻𝒓𝒂𝒅𝑭𝒊 𝑴𝒐𝒅𝒆𝒍 2 - 𝑼𝒏𝒊𝒇𝒊𝒆𝒅 𝑪𝒍𝒊𝒆𝒏𝒕 𝑰𝒎𝒑𝒍𝒆𝒎𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏

Synchronisation, they say, is the key that makes up a system.

>> In sync lies diversity.
>> In Diversity → coordination.
>> Failure of a component → Result - derail from the course.
>> Hence, faster clients will slow down to catch up with the slowest.
>> This is a traditional blockchain in a view.
>> The slowest link in the chain is the problem.
>> Analogy: mere assumption

Let’s say ETH has four different client implementations
3 can validate & process 1k txns per sec and one is with a default, processes 500/s.

>> The three must slow down to match the slowest, or else the network gets split.
>> Coordination carries everyone along, but at a cost.
>> Great architecture, but Fogo shies away.

Reason objects to its speed prioritisation goal.

@fogo's solution - Builds on a high-performance client model → firedancer.

No, pooled nuns with big guns - just a nun with the biggest gun

𝐅𝐢𝐫𝐞𝐝𝐚𝐧𝐜𝐞𝐫 𝐚𝐥𝐥𝐨𝐰𝐬 𝐟𝐨𝐠𝐨 𝐭𝐨 𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐚𝐧 𝐚𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐨𝐩𝐭𝐢𝐦𝐢𝐬𝐚𝐭𝐢𝐨𝐧 𝐬𝐭𝐚𝐜𝐤:

- parallel processing architectures
- sophisticated memory management,
- SIMD instruction utilization.

For the greater goal, fogo sacrifices ideological purity of permissionless validation for practical performance gains.

You spoke about validators; quite familiar with how they work, what if they go rogue or can’t keep up? What happens?

𝑽𝒂𝒍𝒊𝒅𝒂𝒕𝒐𝒓𝒔 𝒂𝒓𝒆 𝒔𝒆𝒍𝒆𝒄𝒕𝒆𝒅 𝒃𝒂𝒔𝒆𝒅 𝒐𝒏 ��𝒓𝒆𝒓𝒆𝒒𝒖𝒊𝒔𝒊𝒕𝒆𝒔:

=> Minimum stake thresholds for economic security
=> Validator set approval scrutinizing operational capabilities

𝑰𝒏 𝒄𝒂𝒔𝒆 𝒐𝒇 𝒓𝒐𝒈𝒖𝒆 𝒐𝒓 𝒎𝒂𝒍𝒊𝒄𝒊𝒐𝒖𝒔 𝒂𝒄𝒕𝒊𝒐𝒏𝒔:

>> Responsible validators get ejected.
>> Underperforming validators get ejected.
>> Prevention of behaviour against network health
>> Curated doesn't mean unaccountable. It means selectively accountable.
>> Fogo doesn't preach the decentralisation gospel. It acknowledges reality.
>> Professional traders don't care about your validator count. They care about fills.
>> Can you execute their order before the market moves? Can you match Binance's speed without Binance's custody risk?
>> Fogo's answer: Yes, but not without compromise.
They've studied the trilemma, done the math, and chosen violence against decentralization maximalism.

In return: sub-40ms blocks, 54k TPS, institutional-grade infrastructure with blockchain transparency.

The thesis is simple: If you're building for pros, create like a Pro.

Embrace @fogo, embrace speed.

[中国老人 @Chinese_OldMan]

@5limex birthday blessings brodie🙏

[Saint @thesaint_]

The two biggest AI agent launches you should bet on.

These are my two cents.
Do Agents die?
Anyway, this might be the cringiest thing you've heard today.

𝐋𝐞𝐭’𝐬 𝐞𝐱𝐩𝐥𝐨𝐫𝐞 𝐭𝐡𝐢𝐬 𝐡𝐲𝐩𝐨𝐭𝐡𝐞𝐭𝐢𝐜𝐚𝐥 𝐬𝐜𝐞𝐧𝐚𝐫𝐢𝐨:

>> Be Ben - A builder
>> Lives in a small town
>> A curious cat
>> Excited about making things out of something,
>> Created an agent and talked to his friends about it.
>> They barely travelled, but Ben is well-informed.
>> Like every other genius, he created magic, everyone was excited on his behalf, although they barely understood.
>> Agent is travelling inclined one.
>> Glad for him, at least he's keeping up with the trend.
>> What does your internet robot thing do? They asked, A travel agent?
>> Ben believes a few clicks off the proper forum —X, Reddit, and Discord —might be the ticket out of the trenches once vogue.
>> They can see the joy beaming from his expressions.
>> Few weeks ago, they curiously asked about its deployment status. "Uhm, nobody, yet."

That was the killer question. He built a genius project; if nobody uses it, what happens? It dies! Not in a biological sense.

Zero distribution - Zero user - Zero oxygen

Most probable cause of the agent's death - distribution & usage.

𝐔𝐩𝐨𝐧 𝐥𝐚𝐮𝐧𝐜𝐡, 𝐀𝐠𝐞𝐧𝐭𝐬 𝐢𝐧𝐡𝐞𝐫𝐢𝐭 𝐭𝐡𝐞𝐬𝐞 𝟒 𝐤𝐞𝐲 𝐩𝐫𝐨𝐛𝐥𝐞𝐦𝐬:

1/ From a context-dependent value standpoint, they solve cases even humans don't know they can. The agent's value varies depending on specific situations, and you might not know when you need it or how to describe your need. Sometimes users are unaware that a particular agent exists for a specific problem.

2/ A trust barrier outlook: agents' behaviours & features need to be understood by users before deployment.

3/ Fragmented ecosystem - agents are littered across all chains now, no general marketplace to shop them, parallel to app store discovery, millions of apps, hard to find the good ones.

4/ Quality signalling - hard to distinguish the good from the bad.

𝐀𝐠𝐞𝐧𝐭 𝐅𝐫𝐚𝐠𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐂𝐡𝐢𝐜𝐤𝐞𝐧-𝐚𝐧𝐝-𝐄𝐠𝐠 𝐏𝐫𝐨𝐛𝐥𝐞𝐦

Remember Ben's situation? Built a genius travel agent.
Nobody used it. Zero distribution meant zero users, which meant zero oxygen for his creation.

That's the chicken-and-egg dilemma hitting both developers and users when it comes to building in a novel platform.

Developers hesitate to build sophisticated agents because users won't pay enough to justify the effort. Why spend months building when you could create tools for established platforms with millions of users?

Users refuse due to the novel architecture; users would be reluctant to risk their money on random agents, especially for financial tasks.

Unlike testing a random app, real money is at stake. Both sides wait for the other to move first. Nothing happens. Agents die in obscurity.

𝑇ℎ𝑒 𝑆𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑐 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠ℎ𝑖𝑝: @SentientAGI 𝑥 @Talus_Labs

From the onset, Sentient has operated on one core belief: "Open source will win."

Sentient's Vision has always been:

=> Create an open-source, framework-agnostic model.
=> Build a decentralized agentic economy powered by $SENT.
=> Solve the discovery and distribution problem once and for all.

Sentient doesn't care where an agent lives. Talus agents are built on the Sui VM, and this doesn't matter. Other frameworks on different chains? Still welcome. Sentient only cares about one thing - capability.

This framework-agnostic approach is the foundation of GRID—a network of AI, agentic frameworks, models, and builders. In simple terms: a network of intelligence.

This is where theory meets practice.

What @Talus_Labs brings:

Nexus Protocol provides developers with a platform to build open-source agents that can be easily integrated. Sophisticated infrastructure. Secure execution. Verifiable workflows.

What @SentientAGI brings:

> SentientChat: A unified interface where users discover and interact with agents
> AgentHub: A centralized marketplace for agent discovery
> GRID: The economic engine that makes it all sustainable

The Result: The chicken-and-egg problem dissolves.

Sophisticated agentic frameworks built by Talus get adopted into Sentient's ecosystem. Sentient's first-mover advantage brings high-performing agents to the spotlight. Users find what they need. Developers get the distribution they deserve.

𝐓𝐡𝐞 𝐆𝐑𝐈𝐃: 𝐒𝐨𝐥𝐯𝐢𝐧𝐠 𝐎𝐩𝐞𝐧 𝐒𝐨𝐮𝐫𝐜𝐞'𝐬 𝐅𝐮𝐧𝐝𝐢𝐧𝐠 𝐏𝐫𝐨𝐛𝐥𝐞𝐦

GRID tackles the most challenging hurdle for building open-source AI: funding and monetization.

Here's a re-brief on how Sentient's token economy works:

https://t.co/3IGvdj4nKj

Community-Driven Funding: Holders stake $SENT on the agents and artifacts they believe in. More stake = larger share of token emissions flows to that artifact. Stakers earn yield for backing winners.

Meritocracy Through Usage: Emission allocation isn't random. It's weighted by:

=> Real usage - actual people solving real problems.
=> Revenue generation - agents that create value get rewarded.
=> Expert validation - globally recognized AI reps influence distribution.

This mechanism lets the community collectively fund and scale open-source AI simply by using and staking. Rewards flow to projects people actually use and value, not just hype.

Build on Talus infrastructure → Launch with Sentient distribution → Community validates through staking → Earn continuously through GRID.

The fragmentation problem? Solved.
Developers build knowing users are waiting. Users explore knowing that quality agents are available. The economic incentives align. The cycle breaks.

IT IS ONLY TOGETHER YOU CAN GO FAR, BEN.

Not through force. Not through a monopoly. Through collaboration that recognizes a simple truth: “only together can you go far.”

Sentient's framework-agnostic approach, its GRID's economic engine, and Talus's sophisticated infrastructure create the conditions for open source to dominate.

When discovery is solved, distribution is guaranteed, and funding is sustainable - open-source AI doesn't just compete with closed systems.

[中国老人 @Chinese_OldMan]

@ViktorDefi the chinese payment system is super-amazing.

[中国老人 @Chinese_OldMan]

@SyntaxDGreat a partnership i least expected and it'll cook so hard, man.

[中国老人 @Chinese_OldMan]

@5limex forgot homelander?🌚

[中国老人 @Chinese_OldMan]

@rantsandbantz yeah, you've got a point here.