the crypto x ai market crossed a line this week.. projects started showing receipts instead of roadmaps. revenue floors. robot deployments. verifiable prediction markets. i broke it all down in this week's newsletter. here's the thread version ↓

1/ @chutes_ai moved its daily revenue floor from 12K to 22K via paid subscription tiers. 40% of operating expenses now covered by an OpenAI-compatible API. that's not speculative volume.. that's recurring demand. if this holds through a flat market, it's one of the strongest unit economics stories in the space.

3/ Numinous turned prediction markets into a live arena where agents compete on accuracy using a 100-event Brier score. @const_reborn called it the "most accurate predictive agent" active today. open-source selection pressure forcing models to learn from each other.. this is how you get compounding accuracy over time. @numinous_ai

4/ @Vishwa_xyz proposed ERC-8150 to handle pre-execution zero knowledge verification for agents. trustless payment verification at the protocol layer. this is the kind of unsexy infrastructure that slowly becomes load-bearing.. if agents are going to transact autonomously, you need standards like this.

5/ @Auki started a pilot with a $10B retailer, integrating its Cactus spatial protocol with humanoid hardware. 1 RealMan semi-humanoid + 6 K1 robots in a live retail environment. real feedback loops with real inventory.. not a demo. this is where robotics actually learns.