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Theoriq

18 pieces · Jul 2025 to Aug 2025 · 1 flagship

Sectors

AI14 Market structure8 DeFi6 Other1 Macro1 ZK1

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Coverage per year

182025

Price and coverage

Theoriq $THQ

Calls: None yet
Since listing: −89%
vs BTC: −88%
Now: $0.0105

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 Theoriq

Thesis04 Aug 2025OpenLedger thesis: decentralizing the data layer of the AI stackPositions OpenLedger as a marketplace for attributable data with Proof of Attribution and a Model Factory for domain-specific fine-tuning. Estimates TGE is weeks away, wants a clearer value accrual mechanism, and ties the setup to an AI x crypto narrative rebound.Market take20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Breakdown24 Jul 2025Theoriq THQ tokenomics and Kaito launchpad sale terms assessedSale terms are better than Espresso's but still back-loaded: $2M at $75M FDV with 25% unlock at TGE, investors need 4x to break even. Tokenomics have capped supply and fee-driven value accrual, with ~14.7% of supply potentially airdropped.

Timeline · every piece, newest first

2025 18

04 Aug 2025OpenLedger thesis: decentralizing the data layer of the AI stackPositions OpenLedger as a marketplace for attributable data with Proof of Attribution and a Model Factory for domain-specific fine-tuning. Estimates TGE is weeks away, wants a clearer value accrual mechanism, and ties the setup to an AI x crypto narrative rebound.ThesisAI

03 Aug 2025Weekly pre-TGE mindshare ranking: Union, Anoma, Theoriq, Cysic, OpenSeaReviews Kaito mindshare leaders: Union tops the 1D, 7D and 40D gain rankings, Anoma stays in the top 3, with Theoriq and Cysic spiking and OpenSea third. Flags INFINIT and Mira as next-week catalysts.DataMarket structureOther

01 Aug 2025Theoriq playbook: Alpha Protocol, AlphaSwarm and THQ for agent-driven DeFiBreaks down Theoriq's two layers (Alpha Protocol registry and AlphaSwarm multi-agent liquidity management) and the THQ stake, delegate and slash model. Notes the Kaito launchpad sale was heavily over-subscribed ahead of TGE.BreakdownAIDeFi

01 Aug 2025Why DeFAI is not dead: INFINIT and Theoriq's oversubscribed Kaito raiseArgues DeFAI will re-accelerate, citing Theoriq's Kaito raise of almost $80M against a $2M target as early validation, and expects agentic actors to dominate onchain activity. Written alongside INFINIT's yapper campaign sharing 0.5% of IN supply.Market takeAIDeFi

30 Jul 2025Theoriq TL;DR: onchain swarms of autonomous DeFi agents with reputationFour-point summary of Theoriq: autonomous DeFi agents, collaborative swarms, an onchain reputation system and core primitives for an agentic economy.BreakdownAIDeFi

29 Jul 2025August as the start of AI season: GPT-5, Kaito campaigns and rate cutsArgues GPT-5 will pull attention back to crypto x AI while six projects with live Kaito campaigns and upcoming TGEs drive CT attention. Rate cuts would be the last accelerator for an altseason led by DeAI and agents.Market takeAIMacro

28 Jul 2025Theoriq swarm thesis: THQ staking, delegation and slashing flywheelTheoriq's thesis is that onchain automation depends on agents coordinating as teams. THQ ties token demand to agent activity via staking for access, time-locked delegation and slashing with burn.BreakdownAIDeFi

27 Jul 2025Sale terms vs outcome: Theoriq 100% TGE unlock vs Espresso heavy vestingCompares Kaito launchpad sale terms and results: Theoriq's 100% TGE unlock at $75M FDV drew heavy oversubscription, while Espresso's long vesting at $400M FDV missed its raise target.Market takeMarket structure

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure

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

27 Jul 2025Pre-TGE calendar for August 2025: MIRA, PROVE, THQ, ALLO, BLESSCalendar of expected TGEs and Kaito campaigns, with timing calls: MIRA and THQ imminent, PROVE feels imminent, ALLO early-mid August, BLESS in 3-4 weeks. Expects most launches between September and November alongside MegaETH, Monad and Anoma mainnets.Market takeAIZKMarket structure

25 Jul 2025Theoriq bull case: agent swarm protocol for DeFiBull case: specialized signal, strategy and execution agents work as swarms, starting with an OLP swarm for autonomous liquidity provisioning. First mover since 2022 with revenue streams across fees, an agent marketplace and data monetization.ThesisAIDeFi

24 Jul 2025THQ yapper rewards: Theoriq's 6M token Kaito commitment modeledTheoriq committed 6M THQ (0.6% of supply) to Kaito rewards across base, ambassador and earn tracks. Models payouts at a $100M-$200M launch FDV under proportional and power law distributions.DataAIMarket structure

24 Jul 2025Kaito pre-TGE arena: 24h attention leaders Theoriq, Anoma, UnionIdentifies the 24h attention leaders in Kaito's pre-TGE arena and what drove each: Theoriq's sale terms, Anoma's testnet hype and Union's 1% Kaito allocation announcement.DataMarket structure

24 Jul 2025Theoriq THQ tokenomics and Kaito launchpad sale terms assessedSale terms are better than Espresso's but still back-loaded: $2M at $75M FDV with 25% unlock at TGE, investors need 4x to break even. Tokenomics have capped supply and fee-driven value accrual, with ~14.7% of supply potentially airdropped.BreakdownAIMarket structure

23 Jul 2025Theoriq: AI agent swarm coordination for DeFi, second Kaito launchpad projectTheoriq, backed by a $6.2M seed led by Hack VC, targets agent-driven DeFi: AI liquidity provisioning, dynamic yield rotation and risk-managed delta-neutral trading. It is the second project on the Kaito launchpad.BreakdownAIDeFi

22 Jul 2025Pre-TGE DeAI watchlist with live Kaito leaderboardsLists seven pre-TGE DeAI projects with live Kaito leaderboards, each with a one-line role. Argues major DeAI infra launches historically reach a few hundred million in market cap, sometimes billions.MapAI

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

Often covered with

Mira Network21 Kaito46 Allora38 OpenLedger34 Union36 INFINIT25 Anoma33 Cysic16

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