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EPISODE 6 DROPPING THIS WEEK:@shawmakesmagic | @elizaOS $MILADY.AI / $ELIZAOK
The Forgotten Architect Behind $3 Billion in AI Crypto Sat Down With Us.
105,000 of you read The Shaw Thesis. You learned the history. Now you're about to hear Shaw tell it himself.
90 minutes. No script. No handlers. The most honest conversation the forgotten architect has ever had on camera.
The Context:
Shaw built ElizaOS, the open-source AI agent framework that trended #1 globally, powered thousands of agents across Solana, and produced a token that peaked near $3 billion. Then the market rotated, his X got suspended for six months, and the narrative moved on.
He held his position from $25 million down to $120K. Never sold. Kept shipping.
The article told you who Shaw is. This interview shows you what he's becoming.
Why Milady AI Is Different:
The community launched $MILADY.AI on @BagsApp . Shaw claimed the creator fees. Every dollar flows directly into the developers building the platform. Not into his pocket. Into the builders around him.
That's the part most people are missing. Shaw has assembled a network of developers from around the world, each assigned to specific builds, each funded through the Bags fee structure, all shipping in real time. The infrastructure around him now is deeper than anything he had during the ElizaOS run.
$ELIZAOK is the first autonomous agent running on the Milady AI platform. It named itself. It earns its own revenue. It taught itself skills it was never programmed to have. Shaw is building it toward agents that play games, trade, quest, and generate value while you sleep. The first real proof that the tech underneath all of this actually works.
But the tech is only half the story.
When we asked Shaw directly: "Would you be surprised if $Milady.AI became your biggest token ever?"
Let's just say he isn't thinking small. You'll want to hear why.
Why Shaw Is All In On Solana:
Shaw came from Ethereum. Only ever built on EVM. Never touched Phantom. But he looked at the data and made a decision most ETH maxis won't.
In the interview, he breaks it down cold. Two chains matter right now. Solana owns the retail volume. It's making institutional moves through PayPal and Western Union. And if you're a builder trying to reach real users, there's nowhere else to go. Shaw said it plainly: he has to win, and winning means building where the people are.
What You'll Hear That Nobody Else Has Talked About:
• The real AI16Z origin story. The night before launch. The DMT experience. The ego death. Walking to meet the creator of Daosfun the next morning and hearing two words that changed everything.
• The $75 million betrayal. A co-founder who didn't write a single line of code deleted Shaw from the repo, sold the project, forged documents, and cashed out. Shaw went into debt. Moved home. Then built Eliza.
• The $25 million hold. What it actually costs to watch $25M become $120K without touching it. Why it was both his greatest proof of conviction and his single biggest regret.
• The culture war breaking crypto. Why Shaw believes the scammer accusations and three-day rotation culture are preventing any altcoin from ever reaching all-time highs again. And what the actual fix is.
• The @BagsApp model. Why the two biggest AI developers on Solana independently chose the same platform and how creator fees are replacing venture capital for serious builders.
• The vision. Recursive self-improving AI. Autonomous agents earning their own revenue. And why Shaw believes the path to making everyone rich runs directly through crypto.
The Bottom Line:
105,000 readers validated the thesis. Now the architect speaks for himself.
One developer. $3 billion in proven results. A new build with more infrastructure, more developers, and a funding model that didn't exist the first time around.
One article that broke 105K reads.
One interview that goes deeper than anything before it.
One builder the market counted out who never stopped building.
The biggest devs. The best stories. Zero BS.
Drop a 🔥 if you're ready.
@BagsApp@BNNBags@solana@toly@rajgokal@finnbags
My Next $BTC Plan
I have placed scattered short orders between 83.4K and 86.6K, with my invalidation level at 90.3K.
The trend still is still bearish, and I believe this represents the maximum extension zone from which BTC is likely to form a lower high.