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TruthIsReality
@token-research
Check out my thoughts on Agentic Tokenomics on substack https://substack.com/home/post/p-154768557 TLDR We discuss the emergence of "Agentic Tokenomics". Unlike traditional ICOs that start with fundraising for product development, MemeCoinOfferings begin by launching tokens to build community engagement before developing AI agent platforms. Some of these MemeCoins develop into AI agent platforms or Agents. The discussion includes correlation analysis of 542 AI agent tokens, finding different correlation patterns between market cap, liquidity, social metrics, and holder behavior across different token categories. High-cap tokens show strong, stable correlations with social metrics, while low-cap tokens are more volatile and speculative. We conclude that AI tokens should follow similar valuation metrics as traditional utility tokens when they provide actual utility and cash flows; but those tokens that don't will remain purely speculative, driven mainly by attention and engagement metrics.
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