028: Virtuals

028: Virtuals

Virtuals Protocol lets anyone launch AI agents with bonding curves. Freedom Score 59, Returns Score 62. We cover the GAME framework, agent tokens, revenue sharing, and the agent economy thesis.

063: Tokenomics: How Morpheus Pays for Inference

Morpheus pays its inference providers from a protocol emission, not from what users spend, and that single fact decides whether the market is sustainable. A trace of who pays, who earns, and why the staked path returns your MOR in full while only the direct-pay path spends it. Plus what our own on-chain indexing shows: a working marketplace at a small scale, a narrow set of providers, and demand still mostly subsidised by emissions rather than paid by users.

035: The AI Agent Landscape: What Actually Helps, and What's Just a Token

The word agent now covers chatbots, trading bots, launchpad tokens and robot runtimes, and they earn opposite verdicts. This is a map, not a buyer's guide. Frontier agent modes from the big labs set the usefulness bar, and most tokenised agents sit below it. Where a specialist actually earns its keep, why sovereignty only matters the day an operator turns hostile, and the one test that sorts the field: would you still run it if its token went to zero.

027: Tokenomics: dTAO Subnet Economics

How Bittensor's dynamic TAO actually works. Alpha tokens, flow-based emissions, AMM mechanics, and the zero-emission death spiral risk for subnets that don't produce value.

034: Tokenomics: Morpheus Builder Subnets Are Gitcoin Grants for Decentralised AI

Morpheus builder subnets are a public goods funding mechanism with the same design as Gitcoin Grants. There are three reasons to stake MOR, yield, access and conviction, and each does something different to the token. What the design intended, what each choice does to MOR, and the Gitcoin protections that keep the healthy paths dominant.