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Talus

7 pieces · Jun 2024 to Nov 2025

Sectors

AI7 DePIN4 Privacy3 DeFi1 ZK1 Tooling1

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Coverage per year

22024

52025

No calls on Talus since 2025 · show price and coverage

Price and coverage

Talus $US

Calls: None yet
Since listing: −68%
vs BTC: −64%
Now: $0.00584

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 5 piecesCalls onlyWeekly 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 Talus

Map11 Dec 2024AI agent infra stack map: frameworks, compute, wallets, privacy, inference, dataMaps the infra categories key for AI agents with example projects: agent frameworks, decentralized GPU networks, TEE and MPC agent wallets, chain-abstracted smart wallets, privacy-preserving compute, verifiable inference and programmable data feeds.Thesis25 Nov 2025Talus: economic infrastructure for autonomous AI agentsArgues the AI agent bottleneck is economic infrastructure. Talus splits onchain coordination (DAG workflows, permissions) from offchain compute with configurable ZKP or TEE verifiability, and a $US flywheel of buys, staking and fees.Map21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.

Timeline · every piece, newest first

2025 5

25 Nov 2025Talus: economic infrastructure for autonomous AI agentsArgues the AI agent bottleneck is economic infrastructure. Talus splits onchain coordination (DAG workflows, permissions) from offchain compute with configurable ZKP or TEE verifiability, and a $US flywheel of buys, staking and fees.ThesisAIDeFi

28 Aug 2025The DeAI stack by layer: apps, agents, execution, data, compute, privacyMaps the DeAI stack into eight layers with example projects: application/UX, agent infra, AI-native execution, inference, data marketplaces, GPU compute, privacy, and storage/DA. Stresses the space is broader than compute networks and agent coins.MapAIDePINPrivacy

27 Jul 2025Pre-TGE decentralized AI projects: additions to the watchlistExtends a list of pre-TGE decentralized AI projects with eight more, each tagged by role (ML network, attributable data, AI verification, inference chain, agent swarms). Expects AI to be a dominant narrative again.MapAI

21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.MapZKPrivacyAI

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

2024 2

11 Dec 2024AI agent infra stack map: frameworks, compute, wallets, privacy, inference, dataMaps the infra categories key for AI agents with example projects: agent frameworks, decentralized GPU networks, TEE and MPC agent wallets, chain-abstracted smart wallets, privacy-preserving compute, verifiable inference and programmable data feeds.MapAIDePINPrivacy

04 Jun 202410 tokenless AI crypto projects ahead of token launchesList of ten AI x crypto projects without tokens yet, spanning GPU orchestration, decentralized cloud, agent networks and AI chains. Frames them with AI market sizing of $620B in 2024 to $2.7T by 2032.MapAIDePIN

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Ritual12 Allora38 Sentient12 io.net71 Arcium26 Aethir26 NEAR Protocol73 Mira Network21

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