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The rails of the agent economy will end up concentrated in a handful of L1s... As agents do more of the transacting, all of that economic activity has to get coordinated somewhere, and very few networks can actually carry it. So your whole job is to figure out which chains are capable of hosting the agent economy... and then just accumulate as much a possible. I wrote my thoughts on this up in full yesterday. Why most chains die and how to find the winners: https://t.co/MnJ2dXj58D
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Hundreds of chains launched last cycle and most are ghost towns today. I tested the metrics everyone uses to identify the survivors and most of them are very poor at predicting success... Wrote the full thing up: https://t.co/7UuMefNlfM

RaoulGMI ↗
Library as of 2026-10-19