加密小师妹|Monica
加密小师妹|Monica|12月 04, 2025 10:12
@ Talus_Labs recently released two heavyweight news in one go, Token Economics and the joint @ KaitoAI Blitzkrieg campaign. The Blitzkrieg campaign will continue until December 18th, and the top 150 creators who drive ecological development will share 0.02% of the total US supply, unlocking 100% of TGE. After studying token economics, I found that the essence of this model design is to impose strict restrictions on the supply side (zero inflation+strong lock-in), while forcing buying through protocol code on the demand side. A total cap of 10 billion+0% inflation, the income of nodes and participants must come from real income, rather than diluting the shares of holders. This significantly eliminates long-term inflationary pressures. As a gas, SUI will automatically convert a portion to US for settlement, which means that as long as someone uses the network, regardless of market sentiment, the system will continuously repurchase US from the public market. This provides a "soft bottom" supported by fundamentals for token prices. Unlike other chains that only pay storage or computing fees, on Talus, every time an AI agent performs a task (such as monitoring disks, automatic arbitrage, cross chain operations), and every workflow call, it must ultimately be settled in US. At the same time, developers must first pledge US before publishing tools to generate revenue. This is both a security deposit and a value capture. Simply put, the core logic of US is that real demand equals token value. With token economics, TGE is probably not far away. Choosing to announce the current market situation also reflects Talus' greater emphasis on the practical value of the US and its prompt implementation to verify the feasibility of the economic flywheel, rather than emphasizing speculative attributes. Investors and teams will lock their positions for one year after TGE, followed by 2-3 years of linear release. Speaking in person means that the interests of both the long termist and the project team tend to be more aligned. The development of AI is really fast, and there is a trend of leaving Crypto behind. Compared to specific AI products, I would be more inclined to invest in infrastructure that paves the way for AI. It is recommended to closely monitor official developments.
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