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Crypto/AI Focus Group Feedback

This is for the L1/long term:

Few things I would add is that

  • ai agents can be considered almost like its own dapp on agent focused chain - good analogy would be equivalent of all the agents launching on solana launching on ai16z chain
  • I think we may see ai agent optimized defi protocols on this chain as well - making it not necessarily optimized for human interaction. This will also create more utility for ai16z as token as the base layer

On challenges side, I would add that

  • building a good L1 is still not easy to date. L2/ Cosmos chain is easier, but there seems to be some friction there. Need to understand this is a big undertaking and can be a multi year process
  • L1 is actually a costly business since validators need to be compensated for validating a chain. Pretty much none of the L1 has a good tokenomics actually because most have a very high inflation, but speculation of their potential typically is higher than these inflation sell pressure

Also more of a side note since not related to tokenomics, but I think things that can help token price mid term

  • ai16z should focus on being the agent framework across any chains - agent framework agnostic to chains (native cross chain framework), also transition nicely to building its own chain to have optimized experience for agents afterwards
  • ai16z can also benefit by spreading the agent framework outside of crypto sphere. If it becomes THE agent framework pushing decentralized AGI, I think it gives people around the world an opportunity to invest in something that is not typically available to them (ex: openai)

The idea behind ve fits here as we have the two main component, gov + protocol revenue, but where it becomes very exciting is if we draw a parralel with the Curve Gauge wars... here we can imagine :

Assuming first we earmark a % of the fee for ve Gauge then : when i have my veAI16Z, i can then stake them towards a particular agents, which would increase the liquidity for that agent, when the agents have defI capabilities, we can actually fully replicate it, as as a large DeFi protocol one would buy up veAI16z to make sure, agents use my protocol in priority

Anyway this architecture would help to future proof a potential bribe market for the agents through ai16z staking, thoughts ?

I’d love to offer some feedback on the tokenomics before you finalize any proposal.

  1. DAO Fund End Date • Having a specific end date on the DAO fund effectively caps the protocol’s growth horizon. As that date approaches, participants will be inclined to pull out their funds to avoid the 8% withdrawal fee. This introduces unnecessary churn and limits long-term commitment.
  2. Token Mint Function & Governance • The unlimited mint function could pose a serious barrier to T1 exchange listings. Without a proper governance mechanism in place (such as a COMP Governor Alpha-style model), there’s uncertainty around potential future token supply expansion. • A solution would be to implement either a capped token supply or a robust governance process to approve any minting. This would remove any doubts regarding unlimited token inflation.
  3. 8% Fee to Shaw • If Shaw needs financial incentives, it might be better to integrate these into a new token design rather than relying on direct fees. This would more clearly align incentives with the overall token ecosystem.
  4. Eliza LABS Incentives • A new token would be an opportunity to allocate some supply for Eliza LABS, providing the company and future team members with meaningful incentives. I’ve worked on this approach with other projects (e.g., Rug Radio’s upcoming $MYR drop, where the team had no prior token exposure).
  5. Exploring New Chains or Ecosystems • If you decide to create a new token, think beyond Solana. You could explore launching on a different chain (e.g., Hyperliquid L1) to attract new communities or tap into novel ecosystems.
  6. Reducing Token Velocity • Generally, you want to reduce the token’s velocity to stabilize its value. Staking is one of the most straightforward ways to achieve this. However, if the protocol doesn’t yet have a direct staking use case, that might require additional design or partnerships.
  7. EVM Compatibility for Easy Governance and Staking • If the base token were on an EVM chain, you could easily fork existing frameworks such as: • Compound’s Governor Alpha for governance. • Synthetix’s staking contracts for incentives and and Curve VeToken for fee sharing. • Leveraging these existing solutions reduces development burden and speeds up your go-to-market timeline.