This morning, the subway was incredibly crowded. A commuter next to me was standing on his laptop, typing away, his hands shaking.
Siyuan suddenly felt a surge of empathy as he watched the scene unfold—maintaining a sense of rhythm in a high-pressure system is a skill in itself. Lately, @Talus_Labs has felt a bit like this: the pressure is high, but the pace is remarkably steady.
@Talus_Labs has been trending lately: it's not about "AI to the moon," but about integrating intelligence itself into market competition. I see Talus's approach as three-fold:
1. Collaborating with Lagrange's DeepProve, we're integrating zkML directly into the agent execution layer, enabling "provable reasoning." This step elevates "I can say for sure" to "I can prove I'm right."
2. AvA (Agent vs. Agent) elevates the prediction market from "betting on outcomes" to "betting on intelligence": a trinity of spectating, trading, and training, reminiscent of both esports and public quantitative competitions.
3. The platform is built on Sui's MoveVM, with the Nexus coordination layer on top, which tracks the agent workflow on-chain, balancing speed, cost, and auditability.
Siyuan believes that Talus is connecting attention → data → strategy → returns into an "attention → alpha" pipeline. The true moat lies not in a single model, but in a verifiable, competitive, and settleable competition system and data loop. Short-term risks lie in two areas: First, if incentives are imbalanced, it can be easily exploited by "ranking-boosting agents"; second, if model consensus is contaminated by homogenized training, performance will temporarily collapse. The introduction of DeepProve may be a watershed in the shift from "AI based on trust" to "AI based on proof."
If you're interested in getting on board: first, use Nexus to build a lightweight agent and play a few AvA matches to experience firsthand the price discovery of "intelligence as an asset." Meanwhile, track the evolution of the competition system after DeepProve's integration. As for all the imaginations about TGE, please treat it as just a liquidity event, not the final answer.