Journal
Dated editorial takes. News, analysis, and working notes from the frontier.
Four Checks Before You Trust an Agent
An agent's on-chain reputation is close to worthless. The same chain records four things that are hard to fake. Here is what to check before you trust one.
The State of Agent Trust
We indexed every agent on the two live ERC-8004 registries. Identity shipped. Reputation is thin, and three in four reputation-bearing agents show no on-chain settlement to back it. The numbers, with the scope.
Bittensor Locks In: Conviction Ships
Conviction landed on Bittensor mainnet today. Subnet-owner emissions auto-lock on receipt, with voting and economic weight decaying over the lock period. It's the network's answer to the Covenant AI exit, and it changes the cost of leaving.
Why Dolphin Isn't On The Dashboard Yet
A widely-shared X thesis on Dolphin AI is doing the rounds. The architecture checks out. The numbers in the post deserve a closer reading than they're getting. Here's the verification audit and the catalyst we're waiting on.
Three Bets on Open Weights
Three Chinese labs hit the open-weight frontier in a fortnight. Moonshot raised prices, DeepSeek dropped them, Alibaba's closed flagship sits at #12 on the only independent index. The story has a more interesting shape than the headlines suggest.