Messari has recently released a research report on @ Talus_Labs. In the current crowded AI+Crypto race, this report points out a key narrative shift: From simply piling up computing power (DePIN) to building a verifiable intelligent agent economy (Verifiable Agents). Let me briefly discuss my understanding of this research report, which can be divided into three dimensions: Technical narrative At present, AI+Crypto is mostly "off chain computing, on chain settlement", which is fast but has a "black box" problem. Talus utilized Sui Move and zkML (in collaboration with Lagrange) to build a "fully on chain, verifiable" proxy execution environment. Nexus is defined as a decentralized and automated 'auction house'. Simply put, Talus is the "auditor" and "dispatch center" of AI agents. AI agents will be responsible for managing people's money in the future. If "verifiability" is not addressed, AI agents will always be limited to being toys. Talus aims to address the most important aspect of AI financialization: trust. Token Economics The total amount of US tokens is fixed (10 billion), with 0% inflation. Adopting a dual track mechanism: destroying tokens when network revenue is low; When income is high, distribute to nodes. And VC and team have a 12-month hard lock period (Cliff) after TGE. Most infrastructure tokens die from unlimited issuance in order to maintain nodes. Talus proposed 0% inflation, indicating that it is optimized for "price performance". In the first year, there was no VC selling pressure and the circulation was extremely small. If the ecosystem can run and the destruction mechanism is activated, it is easy for the US to experience a "supply shock". landing application The first ecological application http://Idol.fun Easy to be misunderstood as ordinary virtual idol interactions. Actually, this is an AvA (Agent vs Agent) speculative market. Users do not place bets on token prices, but rather on the outcome of the game between AI agents. In my opinion, this is actually a combination of Meme's emotional dissemination and market prediction gameplay, making it a great traffic entry point and a stress test to test whether Talus can withstand high-frequency interactions. But this is also a challenge, as the prerequisite for the deflation model to take effect is' someone uses it '. if http://Idol.fun This application is not popular, the destruction mechanism is just decoration. Meanwhile, the pursuit of "on chain/verifiable" will inevitably lead to skyrocketing costs, and whether it can be commercially viable remains to be seen. Overall, Messari's research report is sufficiently detailed and optimistic about Talus' leading position in AI in the Sui ecosystem. At the same time, it objectively points out the closed loop of logic, but whether the closed loop can rotate still depends on market liquidity. According to the test network data, Talus still has some popularity, mainly based on the actual adoption and application implementation after the main network goes live. There will be a loyalty program during the main network phase, and it is recommended to continue following up. Original link: https://(messari. io)/report/understanding talus-Network-a-comprehensive-review talus AIAgents