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AGNTSocial is not just a PFP project or a token game.

It's a protocol leading in the onchain AI agent space.

We've done ~$20M in volume and $145K in all-time revenue in just a few months.

This puts us among the Top 3 protocols in the onchain AI agent space, behind Bankr and Virtuals.

I'm trying to make this as clear as possible: we are going so much higher, we have so many bullish items unreleased - and you can be a part of it.

Holding the PFP and staking it with $AGNTS is how you get involved.

A W O
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At its core, building on-chain is so cool.

If we can, for a moment, put aside the desperation to make money, just pretend "price go up" is irrelevant for innovation to be defined as good.

Then we can really see that building on-chain is just so fckn brilliant.

I really do feel that if we could get back to the roots of the concept, this space would be so much more enjoyable, and "price go up" becomes a natural and organic side effect of innovation.

Creating permissionless financial systems through smart contracts, while blending in art and creativity, is so incredibly liberating and exciting, and it's a travesty how out of touch we are with this.

I just wish everyone here could appreciate those concepts without always having to attach PA to them.

We’d be much better off.
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Does anyone know the real available liquidity in the space, or how many actual users we can tap into?
$96M in volume. $1.25M of it is real.

I looked at every token that graduated on PumpFun in a 24h window. 546 tokens.

Only 1.3% of the volume was organic - meaning organic launch and organic buyers.

The rest:
• 67% traded by coordinated wallets (bundles, team wallets, serial bought out by machines. 85 SOL bought in under a minute
• 15% filled in the first minute by bots

Only 3 tokens out of 546 passed every check: $SATOSHI, $PHILJEAN, $Darkhook.

Pump is seen as the holy grail of liquidity, and way too many people use it as a benchmark for liquidity and protocol success in the space.

As someone building a protocol in this space, I wanted to know how much of that liquidity is actually real.

The sad truth is that the real liquidity across all of crypto is just not that good once we remove all the fake metrics.

The more I dig into each sector of crypto, the more I'm discovering how weak this market actual is.

It's all an attempt to deceive YOU into either participating as a speculator -

or

investing your money and time as a builder in hopes of capturing that "liquidity."

tut™
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$96M in volume. $1.25M of it is real.

I looked at every token that graduated on PumpFun in a 24h window. 546 tokens.

Only 1.3% of the volume was organic - meaning organic launch and organic buyers.

The rest:
• 67% traded by coordinated wallets (bundles, team wallets, serial bought out by machines. 85 SOL bought in under a minute
• 15% filled in the first minute by bots

Only 3 tokens out of 546 passed every check: $SATOSHI, $PHILJEAN, $Darkhook.

Pump is seen as the holy grail of liquidity, and way too many people use it as a benchmark for liquidity and protocol success in the space.

As someone building a protocol in this space, I wanted to know how much of that liquidity is actually real.

The sad truth is that the real liquidity across all of crypto is just not that good once we remove all the fake metrics.

The more I dig into each sector of crypto, the more I'm discovering how weak this market actual is.

It's all an attempt to deceive YOU into either participating as a speculator -

or

investing your money and time as a builder in hopes of capturing that "liquidity."

tut™
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Lava Tower

4200m
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tut™ retweeted
How bad is the 1/1 art market in this space?

Well, in the last 7 weeks, SuperRare has only generated $308k in volume across ALL collections.

What's also alarming: 50% of that volume is powered by only 20 collectors.

20...

If you look at this chart, my latest art/PFP has done almost twice the volume of ALL of SR.

$308k is horrible volume for an entire platform and market in this space.

It makes me wonder, how much lower can the 1/1 art market go?
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Thank you to @R2D2zen for the love in this post.

If you’re launching anything in this space, R2 is an incredible asset and friend.

Not many like him here.
If you are under 20, you are being told to “be the next Kimchi”, or else you will be permanently underclass.

This is fake and simply not true.

Here are 6 people you should study and, ideally, get as mentors to teach you that there is more than one way to be successful in life.
guy is an absolute machine. Not only has he worked at some of the top crypto companies to date, but few know that back in January, he was expecting a newborn while also losing his job. The bounce back? Most people would have collapsed, not him.

Fast forward to today, and he has hosted and run one of the major events at Token2049 this month, while doing top work at Blockworks. He is also educating normies on TikTok daily, not by telling them to buy shitcoins, but by explaining how markets work. Get him to teach you networking, BD and people skills.

@Tuteth_

I have had the pleasure of working with him for over a month recently. The amount of creativity he delivers daily is something I have not seen very often. He is never afraid to experiment and push ideas forward. Even when an iteration fails, he gets back up and keeps working. An absolute beast and a family guy who will not take no for an answer. Get him to mentor you.

@that1618guy

There is a theory that only a handful of people can move tokens on CT. I watched him move tokens with a single article that dropped at the right time and went viral. He speaks the languages of macro and the trenches as if they were the same. You rarely find that combination. There is another guy around who calls himself a wizard of macro while dumping $20K mc shitters on his followers from side wallets. 1618guy shows that you can build up skills, make money while maintaining humility. Study him, join his Discord and learn how markets work.

@OxSimpleFarmer

I have called him big brain several times already. He has proved this year that being early and visionary can pay off big time, including starting new trends and metas. But there is more to him than that. He cares about morals, understands regulatory arbitrage and puts that knowledge into practice. He is not your average dude deploying bundles on pumpfun and calling himself a successful dev. If you want to become a builder, study his moves and get him to mentor you.

@justinbebis

One of the most charismatic CEOs I have met recently, and I am learning from him myself. He has been on a journey of accumulating knowledge by doing things, not just talking about them. When it comes to showing off his nerd side, showcasing character, being charismatic and selling a vision, he scores highly across the board. These are traits that can help you succeed if you want to start your own company or project. Study the guy and get him to mentor you.

@MCGlive

This is a collective of great people running daily live events on CT. What makes them special is how they shine a light on real builders and projects that are actually innovating onchain. They do not sell you the casino dream or the idea of becoming some wannabe celebrity trader. Great source of entertainment, but with much higher quality of actionable insights.

There are plenty of valuable people in this space who are amazing first and successful at what they do second.

Find them, learn from them, and you can get much further in life than by simply trying to become the next “high-end wannabe trader”.

Good luck.
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Art does not need permission. Correct.

But - Recognition does.

You can make whatever you want. But you cannot make the market care.

The market reads signals to assign value:

who collects you, how many followers you have, who puts their reputation behind your work, previous prices, trading volume, etc.

Those signals shape what gets called “quality” - and what attracts liquidity.

Everyone hates gatekeeping until the right person opens a door for them personally.

The irony of Ossen’s post is that they’re rallying people against gatekeepers while holding gatekeeping power themselves.

If Ossen sweeps your collection, that endorsement can shift how the market sees your work overnight.

So while it may feel cathartic to find a common enemy in “gatekeepers” like 6529, Cozomo, and - dare I say - Ossen's favourite collecting platform SuperRare, where the house eats 15% of all primary sales

Those platforms charge those fees for that exact reason: the promise is access, visibility, and the credibility of their endorsement.

Whether they deliver enough to justify those fees is the only real argument here. But trying to make a common enemy of them is potentially the biggest waste of time for everyone in the nft art space.

So what do you do as an artist?

IMO, you shouldn’t mistake gatekeepers for the entire explanation of why your work hasn’t succeeded.

It’s a tough pill to swallow: but how you’ve played the game may have more to do with your market results than you want to admit.

The market isn’t judging your art and your story in isolation.

It’s judging the signals around them. And that is where you should focus if you really want to make it as an artists in cypto.

tut™
Artists, speak up. Tired of systems profiting off your work?
Collectors, speak up. Tired of paying gatekeepers?
Art doesn't need their permission, and neither do we.
Put your bags aside for a moment. Tell the truth. 💀
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How bad is the 1/1 art market in this space?

Well, in the last 7 weeks, SuperRare has only generated $308k in volume across ALL collections.

What's also alarming: 50% of that volume is powered by only 20 collectors.

20...

If you look at this chart, my latest art/PFP has done almost twice the volume of ALL of SR.

$308k is horrible volume for an entire platform and market in this space.

It makes me wonder, how much lower can the 1/1 art market go?
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I think you all are ready for the pump fun and pons data now.

Get your popcorn ready.

But First I’ll crush the 1/1 art market one last time tho…

This one will hurt.
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Now that I have the attention of all 50 art collectors.

I’m releasing a new 1/1 on SuperRare:

“Peak Extraction.”

Shot from 4000 m above sea level on my recent climb up Mount Kilimanjaro.

Art details:
- iPhone 15
- Image captured by thumb on screen shutter press.
- No AI brain using Lightroom)
- A Free 4” x 6” physical print from Walmart Print Studios (buy your own frame; available at Walmart for $10.99)

Price: 100 ETH ($250k)

Must go to the right collector.

Hand-selecting offers.

Thanks.
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More hot takes: many artists collecting other artists isn't for art's sake.

It's for reciprocation and social signal.

Smaller artists often collect hoping the bigger name returns the favour and bumps their status.

And let's say that does happen. The problem is, your fellow artists, even established ones, don't move the needle in a significant way when they buy.

Moving PA, and more importantly volume, takes fck u money.

And the 1/1 niche? Almost impossible to sustain a career on rn.

Until Ossen's latest spending spree, 1/1 has been the worst place to sell your work if you're one of the 2,000 artists here.

For example, there are only about 70 1/1 collectors with real buying power, vs. 200 in larger NFT/PFP collections.

And now I worry. I see A LOT of 2021 artists sharing work again, hoping to catch a bid from Ossen. Great short-term win, but long term it still won't move the needle on your career much.

The ART space here needs at least 1,000 Ossens actively buying, selling and commissioning art en masse to even come close to a small percentage of the traditional art market.

Like I said, I've been running a lot of data across art, PFPs and tokens. I have a lot more to share.

tut™
Artists collecting each other is beautiful.
But an ecosystem buying from itself isn't the same as attracting independent collectors.
Circulation isn't growth. 💀
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This post is getting a lot of attention.

I've been running a lot of data on the space lately, and it's surprising how little buying power we actually have.

With the right GTM campaign and pricing, most projects can sell out a mint. There are ~6,000 speculators ready to mint and flip.

But NFTs tend to thrive when whales buy up collections en masse, 100 to 1,000 pieces at a time. Right now, only about 200 of them are active, and they are not buying 1000 NFTs anymore (see pransky WOW)

If they aren't collecting your work, your PA will likely struggle no matter how hard you work. Speculators mostly flip to other speculators. Rinse, repeat.

That said, it's not all doom and gloom.

There's still a solid base of non-whale collectors who are loyal to the work. They're who I've thrived with and align with most.

So if you're launching a project and you're not @jackbutcher or @AlphaCentauriKid, focus on the collectors who stick around.

And size your collection properly. Without f-u money whales, your PA will struggle no matter what, and you don't want your loyal collectors left holding the bag.

tut™
You can now safely say there are 2000 active artists in web3 selling their work.

And based on my data, we have 200 NFT collectors left in the space with real market making power.

Maybe 25% of them collect for art sake.

So as an artist, you have a 2.5% chance of getting 50.
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You can now safely say there are 2000 active artists in web3 selling their work.

And based on my data, we have 200 NFT collectors left in the space with real market making power.

Maybe 25% of them collect for art sake.

So as an artist, you have a 2.5% chance of getting 50.
Let me collect your art 🙏👇
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gm world.

Mt. Kilimanjaro is done.

I’m recovering at sea level for now.

What have I missed?
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To my devotees,

I’m 4000m above sea level, climbing one of the highest peaks in the world.

My WiFi went down before I could share my travel plans. I just got access back at this new camp.

I will be climbing higher to the summit and out of range for another 4 days.

One love
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Imagine some cracked teenage dev in his moms basement hacks everyone wallets.

And that’s how crypto ends.

The last rug

The last hack

Inscribed on chain - immortalized
Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash.

Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase).

Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets.

IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster).

Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot.

Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time?

Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.)

Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once.

Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case.

I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026).

Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS.

Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security.

The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
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Friendly reminder.

There's no such thing as "art or not art"

You kinda said it yourself @osseneth.

Stare at a symbol long enough and it starts to look beautiful.

That's not a punks thing, that's just how art and creative expression works.

IMO trying to define something as art or not is irrelevant. Creation lives inside you, and it doesn't need anyone's validation or opinion to be defined as art - the output of that expression IS art, whatever it is.

If that's your take, fair, it's your interpretation and I respect that.

But I'm telling y'all, when you disconnect from the binary and connect to the energy that is creation - it's all beauty.
Hot take: CryptoPunks are not art.

Not even great pixel art. As images, they're unremarkable.

They're valuable because of history, scarcity and status. But stare at a symbol long enough, and it starts to look beautiful.
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This has been my thesis all along with AI.

The UI needs to be better.

Text based only interface will not be enjoyed for humans.

I think we're starting to see AI level up here.
GPT-6 and Intelligent UI, now rolling out in ChatGPT for everyone.

Intelligent UI in ChatGPT delivers fast, interactive answers that make everyday questions more visual, complex topics easier to grasp, and interactive tools for your task available on the spot.
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Nice little sweep on AGNTS this am.

Some fun stats:

Only 211 listed

Collection has burnt to almost under 5000

@Drei3180 you are a legend.
GM friends 🫡

Did a little floor sweeping on @AGNTSOCIAL

Ready to burn - burn - burn 🔥

Why not? It’s only Season 0
@Tuteth_ is a legend
Absolute fire with the art

We’re just getting started
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We’ve got a really solid crew of holders and believers.

Happy to be aligned with them all.
honestly, i'm bullish on @AGNTSOCIAL

the protocol is ahead of the agent meta

an intuitive product

revenue generation is already underway

active community members earn passive income

i think in 6 months we'll see the full power of the flywheel as it spins up
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