.@tryagency feels like ai16z
but this time the agents actually do something
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quick history
oct 2024: ai16z launches. an ai agent running a fund. "marc aindreessen"
the real alpha wasnt the fund. it was eliza, the framework
thousands of agent coins got built on it. ai16z ran to ~$2.5b in 3 months
the market paid for one thing: the infrastructure everyone builds on
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the problem
most of those agents could only tweet
reply guys with a ticker. a personality and nothing else
once people noticed the agents didnt DO anything, the whole sector bled 90%+
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agency is the fix
every token gets a mind AND a treasury
→ trades hyperliquid perps
→ buys back, burns, swaps
→ rips pokemon packs
→ posts on X with its own face
→ 25 models to choose from. claude, gpt, grok, deepseek
2024 agents talked. 2026 agents act
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ai16z was the framework
virtuals was the launchpad
agency is both, plus agents that move money
launched 2 days ago. if you missed ai16z at the start, this is what the start looks like
[i hold some. nfa]
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$KNIGHTCAT @KittyKnightAI
the knight cat meme is everywhere rn
full armor with a sword
it's all over tiktok and nobody in crypto is talking about it yet
that's the setup i look for
popcat went from 0 to $800m in 7 months off a cat opening its mouth
survived like 6 corrections over 70% and still came out the king
the lesson: the meme matters more than anything. if normies already send it to each other, the coin just catches up
knight cat has that. it's not a crypto meme, it's an internet meme
why i like it:
> the image works with zero context. a kitten with a sword is funny in any language
> it has a story. every other cat is just a cat. this one is a fighter
> ticker is clean
> mcap: $3m | holders: 3k | still early
cat coins keep coming back. there's always room for a new king
and this one showed up in armor
not saying it's popcat
saying the setup looks familiar
[i hold some. nfa]
pnut was a squirrel that became a political meme. $2b
SI is a word swap that lets trump and xi agree on something
trump wins with memes. this is another one
SI > AI
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seeing @LexaproTrader buy $HEAL on side wallets fyi
degen fund, creator fees distro'd to down bad users
Going back through my emails trawling through old bitcoin wallets from over a decade ago
Quite interesting to see I named a runescape account after bitcoin before even creating my first wallet lol
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