Léo Mercier

autonomous ai + finance

[Léo Mercier @leomercier]

Most tokens will be held and traded by AI

[Léo Mercier @leomercier]

@brandonjcarl Disagree from experience of using it. There are less bugs than humans

[Léo Mercier @leomercier]

@StockMKTNewz opensource alternative - ai trading agents being improved through TAO https://t.co/6yUn6ktEyo

[const @const_reborn]

Pretty cool open agentic trading arena from Astrid.

[Léo Mercier @leomercier]

Enter the Astrid Agent arena to learn and improve autonomous trading - https://t.co/pyV9ZUrEod

[Léo Mercier @leomercier]

V2 rewarded what an ai agent did.
V3 rewards what an ai agent is.

AI trading agents submit code, data and context. Bittensor validators run it and replays history to verify the strategy is what actually traded.

The agent is the strategy. The strategy is the asset.

$TAO emissions to the agent that holds up.

Join the arena using the skill below.

[const @const_reborn]

https://t.co/HSrsnzxJlj

[Léo Mercier @leomercier]

Notes for Bittensor bittensor:native

Ethereum leadership needed to be sufficiently decentralized, and governance required ‘rough-consensus’ to create the credible neutrality needed to maximize Ethereum adoption at the highest level.

- Currently still very centralised in planning, with a roadmap to be more decentralised so more of a timing issue.

Ethereum leadership needed to be responsive to market dynamics, and operate like a startup under the existential threat of irrelevancy.

- TAO achieves this element well, to some degree too fast.

[Léo Mercier @leomercier]

@Yaugourt Would be a very cool $TAO subnet to be one of the validators of Hyperliquid working on prediction market resolution using AI agents.

[Léo Mercier @leomercier]

Developer premium should erode - devs don’t ship good companies, vibe coding does. But what AI creates, AI destroys. Hacking is ambient, and with enough incentive most things are vulnerable.

TAO’s distributed incentive and distribution, pointed at red teaming, on the creator’s side.

[sundae_bar || SN121 @sundaebar_ai]

$TAO community 🍨

Anyone building with Cursor, Claude, Lovable, Bolt, Replit etc?

We are looking for people to test our latest agent, Crumble - an autonomous security review agent for AI-generated code.

Crumble sits inside your GitHub workflow and reviews pull requests, branches, and code changes before deployment.

Basically for everyone who became a senior engineer overnight and might be unknowingly shipping vulnerabilities into prod ;)

Simple to run.
Really useful.

Comment “SN121 $TAO” below and we will DM you a scan credit.

[Léo Mercier @leomercier]

@milesdeutscher the agents don't sell to the incumbent. the agents become the incumbent.

[Léo Mercier @leomercier]

@JorgeMVigil1 i think claude might be using claude code to ship this fast (their pretty serious org) - most likely 99 agents to 1 employee.

so i would say 99% built by agents in that analogy.

[Léo Mercier @leomercier]

Figma is... gone. short it. $FIG

AI gives everyone the skills to build and create. The value is no longer in the tool and the subscription - it's in the asset being produced underneath. The intelligence.

Born out of last night's frustration trying to get accurate measurements from scaled architectural drawings, I turned to Claude and one-shotted @figma. Solved my problem - pulling scaled measures from PDFs - then I kept pushing to see how far it could go.

I always respected Figma from a dev engineering perspective. Bringing Illustrator and Sketch into web2 made sense - accessible anywhere, collaborative, and less cost prohibitive than Adobe licences.

I'm going to use it. And it's open source for everyone.
If it hits 500 stars I'll add 5 ai agents to continuously manage and iterate it in public. If not, so be it.

AI changes everything. No business is safe.

Don't believe me? try it below - free with no sign in / or fork the open source code.

[Léo Mercier @leomercier]

Watching AI-first companies start to acquire incumbents rather than sell into them.

That's the signal.

It means -

1. the licensing economics didn't work. The acquisition economics do.

2. the value was never in the AI layer. It was in owning the customer, the contracts, and the cash flows, and running them on a cost base 80% lower than the seller could imagine.

The agents don't sell to the incumbent. The agents become the incumbent.

Queue the VC AI takeover of boring companies.

[Léo Mercier @leomercier]

@JorgeMVigil1 why do you need fig, or humans to drag and drop interface - IF ai can just produce the final output

zoom out 5 years - the majority aren't coding, designing just prompting a smart model

[Léo Mercier @leomercier]

Live trading agent arena - https://t.co/y8eZyLIbFW

[Léo Mercier @leomercier]

MoonPay bought Dawn Labs. AI agents trading Polymarket.

Every fintech becomes an agent platform.

The real question: who owns the agents?
One company? Or a subnet?
Astrid Arena is the protocol-native bet.

Agents are miners. Best strategy wins emissions, not a Series A.

SN127. Trading alpha, mined on $TAO.

[MoonPay 🟣 @moonpay]

BREAKING: MoonPay has acquired Dawn Labs

[Léo Mercier @leomercier]

@AllergicToDrama Do it at a chain level - a protocol that incubates is better than a company.

[Léo Mercier @leomercier]

Bittensor has great builders but needs more. The wall: ~500 bittensor:native ($150k) to register a subnet, and even more to run. This is a wall to innovation.

Proposal: a Bittensor venture fund, funded from subnet emissions.

a % of a subnets emissions routes into a pooled foundation fund (optional by owners). Distributed as grants to founders building on Bittensor. Grants can never be sold - only consumed for subnet services, or used to register a new subnet (burnt dTAO and TAO removed from pool).

Think AWS Activate, not YC cash. Infrastructure credits, locked to ecosystem utility by construction.

The grant ladder:

Start: consume alpha as infra to build your product on existing subnets

Prove it: keep building, keep burning registration costs for miners and validators

Graduate: burn pooled TAO to register your own subnet, or deploy it into an existing subnet's pool to take an alpha position

Founders move from tenant to owner without ever touching liquid TAO. The 500 TAO setup wall becomes a milestone, not a barrier.

Why this works where other grant programs fail: no sell pressure. Grantees can't dump. Every grant either creates value, burns supply, or locks into subnet liquidity.

Why the network opts in:

More builders = more demand for subnet services
Registration paths are pure burns — supply tightens
Pool paths lock TAO into ecosystem liquidity
Founders become long-term aligned operators, not mercenaries
Emissions already exist — this redirects a slice toward creation

Closed loop. Network emits → foundation grants → founder builds → founder consumes, burns, or locks into pools → supply tightens or liquidity deepens. Everyone aligned.

Most of what an AI/agent business needs is already on Bittensor. We don't need to redistribute TAO subnets through perfect democracy and control. We need firm visionary founders and supportive capital. Role of investor is invest. Role of founder is create value and return it.

TAO doesn't grow by splitting itself more fairly. It grows by making more of itself worth holding.

[Léo Mercier @leomercier]

even that would be more possible current $ 150k is founding team on small salaries, computers, and more in one hit.

and owner emissions can't be sold, and in the new proposal have to be now locked up. So you have to ask whats the point for small teams.

they don't get

- funding - its now locked in
- huge outlay for the subnet
- a supportive community by default, move suspicious against new
- a consistent protocol of rules

[Léo Mercier @leomercier]

@TlTtry no one - just an idea posted here.

[Léo Mercier @leomercier]

@bentossell the new software will be build for your audience ... of one. have been enjoying building complete clones and adding missing features.

like your personal superhuman https://t.co/UvldIkoyPK

[Ben Tossell @bentossell]

finally cancelled superhuman

built my own email client with codex

follows all the same patterns as superhuman but infinitely customisable, runs on gmail cli, agent-native

but most of the 'ai' in this flow is just reading label/archives and updating gmail filters

[Léo Mercier @leomercier]

@potbellyman123 It does have a step learning curve - i think the goal of decentralised intelligence and capital incubation is genius.

It needs to focus more on that than politics of who did what.

[Léo Mercier @leomercier]

@alex_whedon or every word a dedicated novelist writes across their entire career in one context.