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chat_2024-12-22

Here is a summary of the key ideas and sentiments expressed by the ai16z partners in this Discord chat about tokenomics:

Key Ideas:

  1. Core team should take the lead on putting together a coherent tokenomics proposal document to review and debate, rather than relying solely on scattered Discord discussions. This will help focus the conversation and get everyone aligned.

  2. Acknowledgement that the donation model for partner projects has flaws and isn't sufficiently aligned. The DAO treasury can't easily utilize or realize value from the donated tokens.

  3. Suggestions that Eliza-based projects like Eliza should be more explicit in clarifying they are not officially affiliated with ai16z to avoid confusion and "rug" accusations that reflect badly on ai16z. Even if it hurts their own token price.

  4. Belief that strong tokenomics and narratives can drive significant price appreciation even if the actual revenue/burn mechanisms are not substantial. Perception matters.

  5. Continued confidence in the long-term potential of the AI x Crypto space and ai16z's positioning, but recognition that tokenomics need to catch up to the tech to realize that potential.

Sentiment:

  • Some frustration with the current DAO meta of all talk and no action. Desire to see ideas consolidated into concrete proposals vs scattered discussions.
  • Concern about the Eliza team facing backlash due to affiliation confusion, but also a feeling that they are benefiting from the association so it's on them to clarify.
  • Excitement about new agent/AI developments like Scarlett and how they can be integrated into the ai16z ecosystem.
  • Continued bullishness on ai16z's long-term prospects, especially relative to the rest of the crypto market. Belief that organic catalysts can drive significant appreciation.
  • Eagerness to see the launch of concrete tokenomics initiatives to capture the protocol's full potential. But also patience to do it right and not rush into short-term inflationary moves.

Overall, the sentiment remains positive on ai16z's fundamental positioning, but with an increasing urgency to implement robust tokenomics. There is a desire to transition from open-ended discussions to focused proposals and action plans.