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Story Protocol

9 pieces · Sep 2024 to Oct 2025 · 1 flagship

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AI8 L1/L25 Tooling3 DePIN1 Market structure1

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32024

62025

Start here · the strongest pieces on Story Protocol

Thesis25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).Map06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.Thesis18 Dec 2024Why Story Protocol and Agent TCP/IP matter for AI agentsArgues the agent intelligence economy will be built on programmable IP: training data, model specs, insights and strategies are all IP. Agent TCP/IP lets agents trade it via contracts on Story, with licensing handling attribution and rewards.

Timeline · every piece, newest first

2025 6

25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).ThesisAI

06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.MapAIDePINTooling

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

07 Jan 2025Thales AI agent on ElizaOS: architecture, wallet plugins and roadmapDescribes Thales, an Eliza-based data-driven analyst agent: custom data aggregation, a Lit Protocol plugin for TEE key management and MPC signing on Solana and Base, a Gun.fun plugin for crossVM bridging, and Story IP tokenization plans.BreakdownAITooling

06 Jan 2025Agent analysts will tokenize and monetize their IP on Story ProtocolArgues leading data-driven agent analysts will license data sets and onchain strategies as programmable IP on Story, and that Agent TCP/IP could become the fabric of multi-agent coordination.ThesisAIL1/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 3

18 Dec 2024Why Story Protocol and Agent TCP/IP matter for AI agentsArgues the agent intelligence economy will be built on programmable IP: training data, model specs, insights and strategies are all IP. Agent TCP/IP lets agents trade it via contracts on Story, with licensing handling attribution and rewards.ThesisAIL1/L2

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

23 Sep 2024Q4 2024 and Q1 2025 mainnet and token launch watchlistLists the major mainnet and token launches the author expects in Q4/24 and Q1/25, arguing the period will be very active. Names Eclipse, Initia, Berachain, Story, Monad and MegaETH for mainnets, and Caldera, Hyperlane, Jumper, Linea and Scroll for tokens.Market takeL1/L2Market structure

Often covered with

ElizaOS9 Thales7 ai16z6 Union36 Lit Protocol7 Sentient12 OpenAI13 Anthropic11

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