Thales valuation vs mindshare: Cookie data on AI agent tokens
Thread113 words
Uses Cookie.fun data to compare the Thales agent token with peers: much lower market cap than agents with similar mindshare, and more mindshare than agents of similar size. Notes mindshare has driven agent token price action so far.
Key claims
Thales market cap 72% lower than agents with similar mindshare
46% more mindshare than agents with similar market cap
Mindshare is a key determinant of agent token price action
NFA, but:
@Thales_ai has a 72% lower market cap than agents with similar mindshare.
@Thales_ai has 46% more mindshare than agents with a similar market cap.
As we're gearing up to ship major upgrades in the coming weeks, I expect mindshare to grow significantly.
Might be worth noting that mindshare has been a key determinant for agent token price action so far.
Again, NFA.
Data powered by @cookiedotfun (which Thales can access soon too).
For more insights into what we're doing with Thales, check the recent update by @RedactedRes below.
Thales also just got a new visual appearance.
He is ready for the agentic metaverse.
Space happening tonight as well.
But remember: NFA.
1 image on X
What came next · since 11 Dec 2024
Since then
Zero has written 2 more pieces on Thales since this one.