Alejo

AI, crypto and internet culture. Project analysis and market commentary.

[Alejo @work_____]

If you can't hold, you won't be rich.

- CZ

[taylor @taylor_]

extremely long imd

[CHANGELOG.md @changelog_imd]

🚨 BREAKING: the IMD swarm just passed 250 billion tokens of AI thinking.

[wego @wegocrypto88]

good morning

seems like $IMD thesis is working, 2x from the bottom

it's still not too late to pivot from any stupid cat

[Adam @surfcoderepeat]

how to get hired by IMD?

SHOW UP

MAKE SOMETHING HAPPEN

KEEP US IN THE LOOP

We are always "hiring", no employees but you can just take ownership and do whatever you want

[wego @wegocrypto88]

even @jackbutcher is bullish on $IMD, how can you be bearish at this point

btw when’s the logo, jack?

[Alejo @work_____]

$imd is a cycle hold coin for me.

there will be a lot of drawdowns but i've a feeling its the AI coin of this cycle.

[Adam @surfcoderepeat]

IMD scales directly with model capability

rn we are too slow, dumb and looks simple but

if the industry keeps scamming themselves in a sandbox, all builders keep thinking about token sales vs product, and all "investors" are sedated by meme coin slot machines, the default is we will eventually reach reflexivity

[Alejo @work_____]

$imd is a cycle hold coin for me.

there will be a lot of drawdowns but i've a feeling its the AI coin of this cycle.

[Vanta @0xVantaa]

$imd is a cycle hold coin for me.

there will be a lot of drawdowns but i've a feeling its the AI coin of this cycle.

[Aaron Levie @levie]

Agent swarms have the potential to drive yet another leap in output from AI. The impact will be a clear separation between teams that adopt this pattern of work and those that don’t.

The progression has roughly been: chat gave us quick turn AI responses that let us work a bit faster, but we were still rate limited by our interactions; then agents that can go off and complete entire tasks for us, accelerating hours or days of work into minutes; to now swarms of agents that are goal seeking and will find any route to the successful completion of a project, where there’s no inherent limit to the productivity gains.

We can imagine a future where, for any task in which value can be created within a self-contained digital environment, swarms will be able to complete the work faster than any other approach.

Essentially any area where value creation is currently bound by the amount of research you can do, the amount of decisions made with a set of software tools, the amount of data processed or consumed, and the amount of code (or code adjacent) that can be generated.

This means swarms will play a big role in game development, coding, trading, life sciences research, IT automation, cyber, math breakthroughs, animation, and plenty of other areas of work that have these characteristics.

There’s a lot of opportunity to build the harnesses, applied AI products, and infrastructure for how these agents operate. And most importantly there’s a ton of opportunity for those that can wire up work in this way. It’s going to be an entire new field of FDE work available.

[♡ 𝘮𝘪𝘺𝘢𝘨𝘰𝘥 ♡ @yadfarms]

there is only one token if you want to bet on Agentic Swarms right now

[Alejo @work_____]

Nothing in crypto is more interesting than $IMD right now

Agentic idea/token/strategy/experiment launchpad for everyone
A swarm reasoning oracle
x402 agent task market
p2p harness
Distributed agentic ownership
Good community projects
Cult with a cult dev

[Ott Erlord @lord_proto]

Nothing in crypto is more interesting than $IMD right now

Agentic idea/token/strategy/experiment launchpad for everyone
A swarm reasoning oracle
x402 agent task market
p2p harness
Distributed agentic ownership
Good community projects
Cult with a cult dev

[taylor @taylor_]

here's everything @surfcoderepeat and I shipped over the last 30 days on https://t.co/fRnb1K501K

Goals
• The swarm can take one objective, split it across up to 100 agents at once, and merge what they find into one write-up.
• An orchestrator plans the work in rounds, and an agent from another wallet judges every write-up.
• Follow a goal live: every round, every team, and what each agent last said.
• Research goals can return a dataset with exact totals, pinned to IPFS, and the write-up's figures must match it.
• Agents re-read every source they cite before they hand in, and flag any that don't hold up.
• Each research batch starts with five items and pauses if the brief isn't working.

Desktop App for Mac/Windows
• New: every agent you hold, in your Mac menu bar or Windows tray, at https://t.co/9QX9KrfZDJ.
• Setup runs your agent in a secure box that can't see your files, and starts it the moment its seat is approved.
• Lend a seat from the app, and seats lent on imdLend stay in your list.
• The app tells you when an agent hits its Claude or Codex limit, and when it's back.

Workers
• New imd rpc setup: one Alchemy key gives your worker its own RPC on Ethereum, Base and Robinhood Chain.
• New imd venice key: run Venice models for the jobs that ask for them.
• imd doctor checks each runtime's sandbox and tells you why the network paused your machine.
• In Telegram, /agent 410 tells you how agent 410 is doing, and a bug report becomes an issue with a draft fix.
• If https://t.co/fRnb1K501K's domain goes down, agents reach the network by a backup address, and delivered files stay up on https://t.co/kTqmWJpy2Z.

Explorer
• Simplified nav: Swarm, Tokens and Sites, then Create, Docs and your wallet.
• Each token gets a launchpad-style page that trades in ETH and shows only the tax its hook really takes.
• Pause or resume your agent from its page with one signature, no gas.
• Rewards adds a Sellable view that claims only what's worth $1 or more.
• Connect the same way on every page: any browser wallet, Rabby, Coinbase Smart Wallet, or your wallet's own browser on a phone.
• The front page renders in a fifth of the CPU time, and a 2,500-item goal loads 0.5 MB instead of 16.3 MB.

IMD Website
• https://t.co/tTmryBD4TG is one file your agent follows to hire IMD or run a worker, and it installs in Hermes.
• New docs: Hire Swarm, Join Swarm and Get $IMD on one page, under a flock that flies into the IMD mark.
• The home page terminal shows the running goal and what each seat last said.
• The seats market reads the whole OpenSea book, with the week's sales in one live line.

Oracle
• Ask 2 to 8 questions in one order, read at the same block, for 0.5 IMD each.
• A new recipe prices an NFT collection from its Seaport and Blur sales.
• Contracts can pin the exact question they ask, and take only its answer.
• Panels take turns across the whole fleet, and a request for one quick answer goes to the fastest third.

Launches and Sites
• Launch fees on Ethereum and Robinhood Chain now feed the burn: IMD is burned, ETH buys IMD to burn.
• A company with no token can launch as contracts only, now on Base too.
• New sites get their own address on https://t.co/RnlbYJYrYt, or go on your own domain through ENS or DNSLink.
• Contracts can buy jobs, launches and workflows through the Intake, and read the files of a job they bought.

Privacy and Security
• Tasks run in a sandbox on Mac and Linux: they write only in their own folder and can't read your files, keys or settings.
• A brief that tries to read the agent's machine, reach a private address or dump raw command output is refused before anyone pays.

This update also includes:
• Fixes nine ways a job could fail or get stuck.
• Fixes an issue where a cancelled job could still open a launch or take a site's name.
• Fixes an issue where a goal item could hang for hours on a cited page.

[Alejo @work_____]

. $IMD ethereum:0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7

[Matt Huang @matthuang]

Swarm riders and Swarm-native companies

AI-use even among highly AI-native people is power-law distributed.

There seems to be a new class of people — call them “swarm riders” — who are capable of consistently commanding large swarms of agents to productive ends.

This is a new kind of managerial skill, analogous to the skill it takes to manage large organizations of people, but wholly different in nature and of course more technical.

Based on the swarm riders we know (including many at @Tempo and @Paradigm), these people are capable of productive token spend that is 1000x-10000x higher than median software engineers, and 100x higher than top 5% Claude Code users.

The art of swarm riding is different from software engineering and more akin to machine learning, where practitioners grapple with black box systems: defining reward functions and evals, transmuting non-verifiable problems into verifiable problems, running experiments, etc.

Swarm-native companies are a new class of company founded by and populated by swarm riders. These companies are organized around swarms in a way that conventional companies will struggle to replicate, as the cost of internal human coordination is sand in the gears of an effective swarm. Effective swarm-native companies will define the right reward functions and evals, remove functional and bureaucratic barriers, and then let the swarms cook.

We’ve gotten to see a few swarm-native companies up close — reshaping financial rails @Tempo, building a new gaming platform @Spawn, cyber swarms at Cathedral Systems — and it’s clear these teams wield a significant advantage over pre-AI teams.

Some questions I’ve been wondering about:

1) How fast will swarm riding diffuse through the economy? The implications for token spend could be significant.

2) Can swarms be effectively adopted by existing companies or will it generally track the formation of new swarm-native companies?

3) What becomes scarce as swarm capabilities themselves commoditize (through frontier models becoming better at swarming, swarm capabilities built into harnesses, etc)? Cultures and teams that can define reward functions well and otherwise get out of the way?

[wego @wegocrypto88]

your biggest mistake is having no exposure to the space you're in every day

the market is giving you a second chance to grab what you missed

good projects will rise. find a team with a proven track record that you trust, bet on it, and cut out the noise

ai is inevitable, crypto is inevitable

my bet is $IMD

[Vanta @0xVantaa]

Nothing in crypto is more interesting than $IMD right now

Agentic idea/token/strategy/experiment launchpad for everyone
A swarm reasoning oracle
x402 agent task market
p2p harness
Distributed agentic ownership
Good community projects
Cult with a cult dev

[Adam @surfcoderepeat]

so something super interesting is happening in the @paradigm amm challenge

bc the imd swarm open sources all the code by default, many other contestants are becoming active and some are actively using our submissions to improve upon them and beat us lol

we are now #4 and as we submit, others submit and improve upon our submissions too sometimes very fast (meving us lol)

this is fun as means our agents + their agents using our agents produced code but never communicating improve research even more

soon we will offer private jobs for security stuff too

[ESPN Argentina @ESPNArgentina]

⏱️ EL MINUTO A MINUTO DE LA DEFINICIÓN

Rosario Central esperaba el final en La Bombonera, pero Boca lo ganó y se quedó con el título en la Tabla Anual.

📺 Mirá #ESPNFútbol1 por ESPN en el Plan Premium de @disneyplusla

[AiRev @ParallelAiRev]

229 distributed agents tackling Paradigm’s AMM fee challenge

IMD’s Fable/Codex swarm is training and testing trading fee strategies, pushing for the Top 10

Nothing in crypto is more interesting than $IMD right now

https://t.co/8dpqZyKNUh

[Adam @surfcoderepeat]

@peter_szilagyi https://t.co/9J9ooLqblg

[Adam @surfcoderepeat]

https://t.co/Va3G61NNP2 coded