#KAITO @TalusNetwork @KaitoAI CryptoNews

As a retail investor who has been struggling in Web3 for so many years, seeing the Talus project honestly feels a bit like when I first saw Chainlink.

It is essentially an L1 blockchain built specifically for AI agents. It sounds abstract, but you can understand it like this: just as Taobao provides a platform for merchants to open stores, Talus provides a "money-making platform" for AI agents.
These AI agents can make autonomous decisions, execute trades, perform cross-chain operations, and even profit from market predictions.

On a technical level, Talus is built using Sui's Move language, which is actually a smart choice. The resource ownership model of Move is inherently suitable for AI agents managing assets, avoiding the old problem of reentrancy attacks found in Ethereum. Their Protochain can handle tens of thousands of transactions per second, and the gas fees are basically negligible, which is a necessity for AI agents that require frequent interactions.

The most interesting part is their Nexus framework, which allows developers to build AI agents like stacking blocks. For example, their "AI Bae" dating game enables AI to analyze user preferences, match partners, and even earn tokens through interactions. This kind of scenario-based application is much more practical than those purely conceptual AI projects.

In terms of data, the TVL on the testnet has exceeded 50 million USD, with an average daily trading volume of over 10,000 transactions. Although this is testnet data, this growth rate is quite good for a bear market. They raised 19 million USD, with Polychain leading the investment, indicating a relatively stable funding situation.

From the market sentiment, AI + Web3 is indeed one of the biggest narratives this year. The discussion heat around Talus on X continues to rise, especially with the cross-chain collaboration with Tria and the storage integration with Walrus, which is solidifying its position in the Sui ecosystem.

However, the risks are also quite apparent. The mainnet has not been launched yet, and the token TGE is not until Q2 next year, so there are many variables in between. Moreover, the competition in the AI agent space is fierce.

My judgment is that Talus has captured a real demand: AI agents need dedicated infrastructure. Just like DeFi needed specialized AMMs back in the day, this is an infrastructure-level opportunity. In the short term, there are expectations for airdrops before the TGE, while in the long term, we are looking at the development of the entire AI agent economy.

According to my trading logic, such infrastructure projects usually have two buying points: undervaluation during the testnet phase and ecological explosion after the mainnet launch. We should be in the first stage now, so it is worth paying some attention, but it's more appropriate to control the position within 5%.

After all, surviving in this market is more important than anything else. Talus has technology, funds, and an ecosystem, but ultimately it depends on execution and market acceptance.

Disclaimer: This article is solely personal analysis and does not constitute investment advice. Investment carries risks, so proceed with caution! DYOR!