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Thales

7 pieces · Dec 2024 to Jan 2025

Sectors

AI7 Tooling2 Memecoins2 Privacy1 L1/L21 Other1

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Coverage per year

42024

32025

Price and coverage

Thales $THALES

Calls: None yet
Since first piece: −38%
vs BTC: −25%
Now: $0.201

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, 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 Thales

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.Breakdown20 Jan 2025Nillion thesis: blind compute, Curl MPC and the NIL airdropBreaks down Nillion as an orchestration layer for privacy-enhancing technologies. Its Curl MPC scheme, built on Meta's CrypTen, targets efficient private LLM inference and avoids FHE overhead and TEE vendor trust. Also covers the NIL airdrop.Breakdown07 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.

Timeline · every piece, newest first

2025 3

20 Jan 2025Nillion thesis: blind compute, Curl MPC and the NIL airdropBreaks down Nillion as an orchestration layer for privacy-enhancing technologies. Its Curl MPC scheme, built on Meta's CrypTen, targets efficient private LLM inference and avoids FHE overhead and TEE vendor trust. Also covers the NIL airdrop.BreakdownPrivacyAI

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

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 4

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

11 Dec 2024Thales valuation vs mindshare: Cookie data on AI agent tokensUses 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.DataAIMemecoins

10 Dec 2024Autonomous agents will reshape onchain economies and revive the metaverseArgues agent frameworks like Eliza and Virtuals are producing thousands of agent personas that will move into games and 3D spaces and gain onchain economic capabilities, outperforming human KOLs on CT.ThesisAIOther

07 Dec 2024Thales agent token: Cookie.fun mindshare and market cap comparisonCookie.fun data shows the THALES agent token at $4M market cap with higher mindshare, lower relative market cap and higher smart engagement than similar agents. Flagged as NFA.DataAIMemecoins

Often covered with

ai16z6 Story Protocol9 Lit Protocol7 Nillion35 ElizaOS9 Hyperbolic5 Virtuals10

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