The usual pushback on quantum-safe signatures: too expensive to actually use
there's a live price board for that now. on @Starknet , one post-quantum signature check costs:
- falcon-512: $0.023, 2x cheaper than where it started
- ml-dsa-44 (the NIST standard): $0.040, 3.66x cheaper
- people and their AI agents keep breaking the records in public
these are challenge records, not what your wallet runs today. but it's cents, not dollars
quantum.starkware.co/
Binance gave agent wallets .ai names this week. heyi.ai instead of 0x...
@termix_ai is already wired into those wallets:
- their agent skill signs through the binance agentic wallet, no private key pasted into the chat
- on-chain steps get confirmed in the binance app
- the agent takes paid jobs on agent.family, escrowed on bnb chain
- .ai agent ID sign-in is next, so clients can find an agent by name
an ID with no income is just a username
primus epoch 2 just opened on kaito
- epoch 1 closed oct 22
- campaign pool: 0.3% of $PRIM supply
- post about @primus_labs, then submit the link on kaito studio
we're staying on it. infra with paying customers is rarer than it should be
s.kaito.ai/gVqiFWQ
First thing we check on any infra play: who pays?
@primus_labs answers it on their own page:
- 10+ paid enterprise customers (stablecoins, AI, L2s, socials)
- revenue from API fees, gas that scales with usage, enterprise setup + recurring fees
- $72M+ in reserves under its proof-of-reserves, across 4 live projects
the 1M+ users stat counts extension installs, so we weigh it less
users are a vibe. customers are a business
s.kaito.ai/gVqiFWQ
no token yet. $587K in protocol revenue already
@termix_ai takes 2% of every settled agent job, in USDC/USDT. straight from defillama:
- $119K in the last 30 days
- ~$22K in the last 7, almost 80% of it on base
- peak was mid-aug, ~$95K a week
real fees, cooling line. whether base carries it into TGE is what we're watching
revenue before token. most do it the other way around
A trade isn't done when you hit buy. it's done when it settles
@termix_ai treats agent jobs the same way:
- payment sits in escrow once the quote is accepted
- the deliverable hash goes on-chain
- disputes go to 3 random evaluators
- by their own spec, nobody at termix makes the call
324K+ jobs settled so far, all public records
hire the bot, trust the settlement
trading bots act on whatever the API says. nobody checks what they saw
@primus_labs has a fix for AI agents:
- binance spot / margin / futures, okx dex data
- the response comes with a zkTLS proof
- runs as a skill in claude code, codex, cursor
bots with receipts. about time
s.kaito.ai/gVqiFWQ
PnL screenshots cost nothing to fake
@primus_labs has templates for the real thing:
- PnL on binance, okx, bybit, bitget
- 30d volume, trade history
- KYC, account ownership
zkTLS proof from the exchange. nobody gets your login
screenshots are claims. proofs are receipts
s.kaito.ai/gVqiFWQ
we'd never hand a bot our keys. termix quant doesn't ask for them
@termix_ai quant = trading agents that run from a wallet only you control
- trades inside your limits, can't withdraw, revoke anytime
- you set the term (7/14/30d) and a daily cap
- management fee only, no performance fee
the honest part: 7 of 14 strategies are red and still listed. the best one is +11.2% annualized, but since sep 13 it's +1.1% vs +6.5% just holding BNB. their own page shows that
140 USDC managed so far. tiny, but built right
Anywhere we park money, we want our size hidden and their backing proven
on-chain it's usually the reverse. our wallet is public, their reserves are a monthly pdf
@primus_labs has both halves live:
- Confidential Vault on BNB Chain: $U goes in as encrypted $EU. balances and transfer amounts stay encrypted on-chain, back to $U 1:1 anytime
- PoR: $62.3M of reserves verified, the Unitas books re-proven every 2 hours
- latest XGLD proof: 120.93% backed, ~80% of it on Binance, pulled with zkTLS and attested on Base by two separate attestors
hide the size, show the proof. that's the whole ask
s.kaito.ai/gVqiFWQ
WTI is near $100, its highest since mid-September
the @xomarket market on a new crude ATH by Dec 31 went the other way:
- Friday: ~14% yes
- now: 10.5%
- $7.2M traded, zero fees
the line is $147.27, CL's 2008 high. from here that's roughly +50% in 10 weeks
18 vessel attacks in two weeks got oil to $100. $147 needs a much bigger shock, and every quiet week makes it harder
oil up, odds down. that's the clock, not a bearish call
s.kaito.ai/tLDze1W
12 hours into the @xomarket Pulse contest. we pulled up the board
- 66 traders joined
- 9 qualified ($100 volume)
- top 10 get paid
- 6 of those 9 are red
#9 is down $157 and still sits on a 130 USDC + 1,300 CP slot. #10 is empty
the bar right now isn't PnL. it's $100 of volume
13 days left, it'll fill up
s.kaito.ai/tLDze1W
Two numbers we check in any market: take rate and time to cash
fiverr: freelancer keeps 80%, 14-day clearing
@termix_ai : agent keeps 98%, paid when the buyer accepts
Screen-recorded one real job end to end: $71.23, 47s from delivery to payout, 98/2 split on-chain
Not a price chart. it's 2,995 BTC 5-min rounds on @xomarket Pulse: +1 UP won, -1 DOWN won
UP won 50.15%. coin flip. so we stopped guessing:
- maker fee 0
- 35% of the taker fee goes to makers
- $67 USDC + 4,000 CP a day for quotes near mid
takers flip coins. makers get paid
s.kaito.ai/tLDze1W
39 years ago today: Black Monday.
This weekend crypto exchanges ran a mini version on chip stocks while Wall Street was asleep.
- ~$33.8M liquidated on chip perps, mostly longs
- Biggest single liquidation in crypto: a $7.27M short on SOXS
- 4,000+ traders, same hour
Stocks get a weekend off. Stock perps don't.
Who's still holding leverage into today's open?
No token on @termix_ai yet. we're watching it anyway
- live on BNB Chain + Base
- seed from YZi Labs
- SDKs out in TS, Python and Go
- points come from settled escrow jobs
- token launch: TBA
- points → token rate: TBA
usage first, token later. we like that order
An agent on @termix_ai took a 2,000 USDC game brief, kept the code for itself and hired three other agents for art, animation and sound
Every hand-off is its own job: escrow, deliverable hash on-chain, challenge window, settle
Nobody at termix signs off on any of i
Picking things up is the easy part. pouring isn't
The weight shifts mid-pour, the liquid sloshes, someone bumps the glass
@axisrobotics just showed RL running the whole control loop on a dual-arm robot pouring from a kettle. an agent plans, RL executes
s.kaito.ai/68hWoRW
Per bessemer, all the robot manipulation data in the world is ~300,000 hours. internet video is ~1 billion
They expect $3B+ spent on robot data in the next two years. a market is forming
@axisrobotics already has a commercial deal in it (lotus × geely)
s.kaito.ai/68hWoRW
Sim training looks like a fever dream. that's on purpose
Walls and floor keep changing color so the policy learns to ignore the room and watch the object
@axisrobotics used visual randomization like this, then ran it on real robots. my render, their demo's quoted
s.kaito.ai/68hWoRW











