Project hub

ElizaOS

9 pieces · Dec 2024 to Jan 2026 · 1 flagship

Sectors

AI9 L1/L23 Memecoins2 Tooling2 Prediction markets1 Hyperliquid1

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Coverage per year

22024

62025

12026

Price and coverage

ElizaOS $ELIZAOS

Calls: 2 bullish
Since first call, bullish: −88%
Since latest call, bullish: −92%
Now: $0.000417

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on ElizaOS

Breakdown16 May 2025Agent Spectra: the first autonomous AI hedge fund on HyperliquidFourteen-part thread on Spectra's multi-agent hedge fund: quant, macro and fundamental analysts debate proposals, Spectra arbitrates and executes on Hyperliquid, with onchain guardrails and a transparency app, built on Spectral's Lux framework.Explainer08 Dec 2024Programmable IP on Story arrives in ElizaOSExplains that Story's L1 lets creators predefine rules for IP assets, making rights composable, and that integrating this into ElizaOS enables dynamic monetization and automated rights management across apps.Explainer15 Jan 2025Agent TCP/IP on Story: trustless IP exchange between AI agentsExplains Agent TCP/IP as a framework letting agents create, trade and borrow tokenized IP such as capabilities and knowledge via programmable contracts on Story, with value attribution. Now supports ElizaOS.

Timeline · every piece, newest first

2026 1

01 Jan 2026ElizaOS as a bet on AI agents meeting prediction marketsPositions ElizaOS as a 2026 bet on agents plus prediction markets, citing the Babylon product, a Polymarket plugin, an MMO game, cloud SaaS and the open-source agent framework.ThesisAIPrediction markets

2025 6

30 Dec 2025Buying back elizaOS: agents, robotics and a midterm-year speculation thesisExplains 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.ThesisAIMemecoins

16 May 2025Agent Spectra: the first autonomous AI hedge fund on HyperliquidFourteen-part thread on Spectra's multi-agent hedge fund: quant, macro and fundamental analysts debate proposals, Spectra arbitrates and executes on Hyperliquid, with onchain guardrails and a transparency app, built on Spectral's Lux framework.BreakdownAIHyperliquidDeFi

20 Mar 2025AI x crypto infra map: additional agent frameworks, compute and data networksExtends his earlier list of major AI infra plays with about 19 more projects, each tagged with a one-line role: agent frameworks, decentralized GPU and inference networks, verifiable inference and agent data and analytics.MapAIDePINTooling

13 Mar 2025NEAR AI Hub x elizaOS: free inference, multichain plugins and TEEs for agentsArgues NEAR AI Hub could be central to the next agent wave, listing NEAR and multichain plugins for elizaOS, TEE integrations, a Nillion tie-in for private agents and free inference for builders.ThesisAIL1/L2

15 Jan 2025Agent TCP/IP on Story: trustless IP exchange between AI agentsExplains Agent TCP/IP as a framework letting agents create, trade and borrow tokenized IP such as capabilities and knowledge via programmable contracts on Story, with value attribution. Now supports ElizaOS.ExplainerAIL1/L2

05 Jan 2025Thales roadmap and stack: verifiable inference, MPC wallets and Story IPLays out a phased plan for the Thales agent and its stack: LLM on Hyperbolic with Proof of Sampling verifiable inference, MPC-powered wallets via Lit and Gun.fun plugins, and Story IP monetization.BreakdownAITooling

2024 2

13 Dec 2024Why ai16z is more than a memecoin: DAO governance and Eliza exposureArgues ai16z is a governance token of the DAO behind the most adopted agent framework, the main exposure to the Eliza stack, and the token of an autonomous AI investor, plus a meme. Targets $10B before tier-1 listings.ThesisAIMemecoins

08 Dec 2024Programmable IP on Story arrives in ElizaOSExplains that Story's L1 lets creators predefine rules for IP assets, making rights composable, and that integrating this into ElizaOS enables dynamic monetization and automated rights management across apps.ExplainerAIL1/L2

Often covered with

Story Protocol9 Hyperbolic5 ai16z6 Babylon21 Hyperliquid113 Virtuals10 Vistara8 Sentient12

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