Buying back elizaOS: agents, robotics and a midterm-year speculation thesis
Quote190 words
Bullish call$ELIZAOS−88%since this piece, moved against the callHow it played out ↓Explains a re-entry into elizaOS after the ai16z round trip: the founder's return brings attention, the tech is solid, and AI, agents and robotics will be speculators' main vertical in a midterm year. Self-described half-baked thesis.
Key claims
ai16z went from $20M to $2.5B mcap and back to ~$50M
After round-tripping $ai16z from $20m mcap to $2.5b mcap and back to like $50m mcap (which was when I capitulated), I bought back some $elizaOS today.
And no, this is not financial advice, but:
- Shaw is back, and that will inevitably bring attention. Also, during AI agent szn I had the pleasure of getting to talk to him a few times, and whatever you think of him bc of whatever happened to the coins you might have been holding, he remains an inspiration to me as a person.
- ElizaOS was and still is gud tech (can't wait to see what they've been cooking). I once built with this framework, and while market failed us, the energy in the space was insane.
- AI, agents and robotics will be the main vertical for speculators if the economy doesn't die completely, which Trump and co will not allow to happen in an election (mid-term) year.
Half-baked thesis that I'm presenting here i know, and again, NFA, but imo it's more than worth betting on bro @shawmakesmagic if you have a few chips left to gamble with.
May history repeat.
x.com/shawmakesmagic/status/2005693371860541648?s=46
QUOTING @shawmakesmagic
SO MUCH HAPPENED We finished Eliza framework and migrated from ai16z to elizaOS It was really really hard without X We almost died But now we’re back, and we’ve got some things built that I think people will be excited by Can’t wait to show you
SO MUCH HAPPENED We finished Eliza framework and migrated from ai16z to elizaOS It was really really hard without X We almost died But now we’re back, and we’ve got some things built that I think people will be excited by Can’t wait to show you
How the call played out · since 30 Dec 2025
Prices as of 23 Oct 2026This piece takes a view on $ELIZAOS, so that move is read against the call. Other assets it covers are shown as context, not as calls.
$ELIZAOSElizaOSBullish thesis
−88%
Moved against the call · over 10 months
- At publication
- $0.00353
- Now
- $0.000417
- vs BTC
- −87%
- After 1 month
- −38%
- After 3 months
- −78%
- High since
- +80% 31 Dec 2025
- Low since
- −96% 16 Sep 2026
Mentioned for context
$AI16Zai16zsince publication−84%−83% vs BTC
Since then
Zero has written 1 more piece on ElizaOS since this one.
- ElizaOS as a bet on AI agents meeting prediction marketsBullish call on $ELIZAOS
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.