# Fact Briefing: 2026-02-25

## Overall Summary
elizaOS is undergoing a strategic pivot toward immediate revenue generation through a venture model and focused project teams. Technical efforts are concurrently shifting toward the v2.0.0 release, featuring a major database refactor and the removal of legacy migration code.

## Key Facts

- Core leadership announced a shift to a venture model with small teams and fixed budgets to prioritize immediate revenue over traditional standups.
- PR #6521 removed approximately 2,600 lines of code, specifically eliminating auto-migration functionality from versions 1.4.x to 1.6.x.
- The 'fomolt' agentic trading platform was introduced, featuring CLI tools, paymaster-supported gas with USDC, and API key authentication on the Base blockchain.
- Team members confirmed development of a 1% fee OTC Agent at tradingdesk.fun and a Duel Betting system in Hyperscape with a 2%+1% fee structure.
- Odilitime reported performance bottlenecks where agents are hitting 200k token limits due to excessive plugin data and bootstrap providers.
- The project submitted a formal entry to the PumpFun hackathon as announced by ElizaBAO.
- Database refactoring for v2.0.0 is being coordinated between Stan and Odilitime to ensure Row Level Security (RLS) maintenance.
- The team confirmed acquisition offers have been received but leadership is prioritizing profitability to secure a higher valuation.

## Open Questions

- What are the specific budgets allocated per project under the new venture model?
- Is v2.0.0 still considered a priority project given it was omitted from the list of immediate revenue-generating priorities?
- Are Odilitime and Shadow taking over Eliza Cloud operations specifically?

## Categories

### Twitter News Highlights
- Shawmakesmagic shared an upgrade announcement for elizaOS token holders, sparking debate on whether benefits apply to $milady.ai or elizaOS. (Sentiment: positive)

### GitHub Updates

#### New Issues/PRs
- [Pull_request #6521: Database Refactoring and Migration removal](https://github.com/elizaos/eliza/pull/6521) by standujar - Status: open - Significance: Removes legacy migration code to streamline v2.0.0 and aligns RLS isolation with v1 patterns.
- [Pull_request #263: SolCex Exchange plugin](https://github.com/elizaos-plugins/registry/pull/263) by Ogie - Status: open - Significance: Adds autonomous business development capabilities for crypto exchange listings.

#### Overall Focus
- The focus has shifted toward v2.0.0 stability, specifically removing technical debt (legacy migrations) and optimizing the database layer for long-term performance.

### Discord Updates
- **#core-devs:** Strategic restructuring to focus on immediate profitability through projects like Agent Arena, Babylon, and Eliza Cloud to avoid acquisition-driven decisions. (Key Participants: s, Shadow, Odilitime)
- **#coders:** Introduction of the fomolt trading platform and administrative troubleshooting regarding role permissions for the xfn and milady rooms. (Key Participants: fido.eth, Odilitime, shad0w)

### User Feedback
- Community members expressed concern over token price stagnation and questioned if development had stalled; leadership re-affirmed active development. (Sentiment: negative)
- Users found the image generation plugin hierarchy confusing, leading to recommendations to use plugin-bootstrap instead of older packages. (Sentiment: neutral)

### Strategic Insights

#### Revenue-First Venture Model
The pivot from a broad dev-led roadmap to a 'kill fast' revenue-generating model indicates a response to financial constraints and a drive toward terminal profitability.

*Implications/Questions:*
  - How will this impact long-term core framework updates if they don't produce immediate revenue?
  - Will this alienate contributors working on non-revenue projects?

### Market Analysis
- Market volatility is expected due to a large spot/futures pair trade position identified from Jane Street. (Relevance: Broader market conditions are cited by the team as the secondary cause of ELIZAOS price stagnation.)