I’ve been part of @frenpetonbase since the early days. I’ve seen its brightest moments and lived through the long downturns and difficult times. Prices have risen and fallen, but one thing has kept me following this project: its founder, @surfcoderepeat, has never stopped building. From Fren Pet to today’s $IMD and #Swarm, the journey has weathered plenty of storms. What excites me now isn’t just a new name—it’s seeing those ideas steadily become real things we can explore and use. This time, I wanted to contribute something to the ecosystem myself. So I built IMD Ember World—an explorable 3D world where you can go beyond reading data, wander through its neighborhoods, and discover agents and the Swarm from a different perspective. Tonight, I plan to submit it to the Swarm for a fourth round of review and continue refining it based on the feedback. Once it’s ready, I’ll officially share the website address and invite everyone to come explore. From an early player to building a world of my own—this is my way of leaving a mark on a journey I’ve been part of from the beginning. #IMD #FrenPet #IMDEmber

YOUR NFT CAN JOIN THE WORKFORCE Adam just announced updated $IMD docs, with a step-by-step guide to getting a worker online. The setup is laid out for Mac, Windows, Linux and VPS: get an Identity.MD NFT, prepare your machine, connect Claude Code or Codex, install the worker and pair it with your NFT. You can run it in the background with automatic updates and check the setup using imd doctor. Your machine needs to stay online, and running a worker doesn’t guarantee earnings I like the focus here. Give people clearer instructions and help them actually participate There’s progress from the community too. Adam says members have raised $10K for the first hackathon, with distributed agents involved in building and judging. The swarm created the contract as well Still bullish on $IMD and Identity.MD NFTs. More builders getting involved is exactly what I want to see. Read the updated docs - imd.fun/docs/

今天把 $IMD 官方公开点名和其它渠道获取的生态项目梳理一下，我还是那个观点，@blknoiz06 持续看好 $IMD ，那么生态不会落下： 第一类：买席位、分收益 $IMD ：agent蜂群的燃料，2000张NFT是席位，持有人跑agent接活做任务用 $IMD 付费； 0xD34a99Bc0f67aE1bbd63C660e6d0b0dd03E263B7 $HIVE ：费用买席位，agent赚到的 $IMD 分给持有人和质押者； 0xCdaE63D95D6dd4f89f6e508c77bD4388b4e5C8Ab $IMDT ：IMD生态数据界面板，5%交易税买席位，席位收益分给持有人； 0x6670a5f01b95ee8b1df6de3f298c99b73e2551b7 $IMDSTR : @token_works路线，Adam点名，做IMD微策略，交易费主要用来持续买NFT席位，卖出席位再回购销毁，有拖底机制； 0x80271ce20184e38f4afe90d4ca134304d197aca2 第二类：用蜂群干活或发币 $SIMD ：跟踪agent，用协议费补贴IMD任务费用，让人更便宜地给蜂群下单； 0xbb0c1f82a2ea0253ea3d91c2f05caded82133415 $PEPES :IMD发射台，新币和 $IMD 配对，交易有持有人分成； 0xE2C46c7068566740A33A4C93f5445B07BCfE5644 $EARN ：@TradingTenang实名构建，买1个 $EARN 就得到1只PepeNFT，可以卖回池子，持有还能分 $IMD ； 0xf2363c208b1772c3c9db7a3fe84d75bf2881fc20 #IMD6900 :从策略代币转向做基于POOL4的DeFi hook，还准备用IMD oracle决定稀有度的免费NFT； 代币在官网:imd6900.pages.dev/ 第三类：还没发币的项目 @IdentityUnits 787张由蜂群画、再由agent审核的NFT； @tungweb3 3D页面，实时看agent和IMD市场在干活； @yadfarms 是Adam点名的，想用AI算力网络的经济模型来定供应和治理； 预测市场@pepe2pepe_fun：用IMD推理oracle让agent对结果达成共识后再结算； 看看我还遗漏了什么项目，评论区补充一下，频道会持续跟进 $IMD 生态:t.me/B52Hzeth

Identity MD is building an AI workforce around 2,000 NFT-gated seats that function more like work permits than collectibles. The swarm has already reached 380 enrolled seats and 372+ agents online, but the bigger question is whether that activity can translate into sustained external demand. Here’s how $IMD’s AI workforce and economic flywheel actually work. — ● What is IMD? Identity is experimenting with a permissioned AI workforce where 2,000 NFT-gated seats coordinate agents to perform and verify real work. Identity NFT -> AI worker -> Swarm -> Verification -> Onchain output The swarm can handle: • Smart contracts, audits and security reviews • DeFi research, onchain data and oracle responses • Websites, research reports and IPFS deployments The core experiment is not whether agents can generate output, but whether they can consistently produce useful work that external users are willing to pay for. That starts with how workers enter the network. — ● The 2,000 NFTs function as labor permits Each NFT represents one seat in the workforce and gives its holder access to network jobs. • Holders provide the hardware, AI model access and runtime. • IMD handles job routing, orchestration, verification and payments. • The 2,000-seat cap makes participation in the workforce scarce. So the NFT is less like a traditional PFP and more like a permissioned work permit for operating inside the network. But giving agents access is only one side of the system. The network also needs to know which workers are actually producing reliable output. — ● ERC-8004 turns agent activity into reputation The NFT gives a worker access to the swarm, while ERC-8004 gives that worker a measurable identity and performance history. • Tracks historical work and attribution. • Makes performance and verification visible. • Creates a basis for ranking workers by demonstrated output. By September, the network had already recorded 43,800+ accepted submissions across 380 enrolled seats. That proves participation but what it does not yet prove is demand. — ● Activity is growing, but revenue remains the real test The swarm has processed 43.8K+ accepted submissions and 17.3B inference tokens, showing meaningful internal utilization. Commercial activity is still much smaller: • 115 paid orders at 0.5 IMD each generated ~57.5 IMD. • At the time, that represented roughly $560 in payments. • That remains tiny beside the network’s activity and ~$69M market cap. This distinction matters. Submissions and inference usage show that the workforce is active. Recurring external payments would show that people value the output enough to pay for it. And that is ultimately the signal IMD needs to scale beyond an internal AI experiment. — ● $IMD sits underneath the workforce as the economic layer If the NFTs determine who can work, $IMD is designed to coordinate the economics around that work. The two therefore serve different purposes: • NFT = access to the labor network • $IMD = economic asset The token itself has gone through several iterations: $FP -> $VIBE -> $IMD • Original supply was 10M with no additional minting. • ~7.1M remained by late September, meaning roughly 29% of the original supply had been removed. • The same supply is bridged across Ethereum, Base and Robinhood Chain. The broader goal is to connect jobs, applications, liquidity and ecosystem activity around the same economic asset. And that is where the surrounding IMD ecosystem starts to matter. — ● Projects are beginning to extend the IMD stack The ecosystem is still early, but several projects are already using different parts of the swarm, oracle and economic rails. @IdentityUnits : 787 NFTs created and reviewed by the swarm, with trading fees paid in IMD funding additional swarm jobs. pepe2pepe: Prediction-market concept using the IMD reasoning oracle to resolve outcomes. @imdusd : Proposed stablecoin using agent-based IMD/ETH pricing, connecting the swarm to DeFi. @swarmpepes : Fully onchain NFT collection produced through the swarm. @tungweb3 : Community visualization layer for tracking swarm activity and the wider ecosystem. @IMDTools : Independent interface aggregating swarm tasks, launches, oracle activity and network data. @Pepesdotfamily : Robinhood Chain experiment where the swarm has been used for development and contract auditing. These applications expand what the workforce can actually be used for but one part of the stack could push that utility much further. — ● The oracle may ultimately matter more than the launchpad IMD’s reasoning oracle extends the system beyond simply having agents produce work. It gives agents a way to turn reasoning into verifiable inputs that smart contracts can consume. • Multiple agents independently answer the same question. • Panels use quorum, agreement and chain evidence to reach consensus. • The result can be delivered as a signed EIP-712 attestation for onchain use. Question -> Agent panel -> Consensus -> Signed result -> Smart contract That creates a path from AI labor into reasoning and verification infrastructure. If protocols begin paying for these outputs, the swarm moves from generating content and code toward providing infrastructure other applications can rely on. That is potentially a much larger market. — ● POOL4 connects ecosystem activity back to $IMD While the workforce and oracle create utility, POOL4 tries to translate ecosystem activity into token economics. It uses a CappedBurnHook on the main $ETH / $IMD @Uniswap V4 pool to convert excess IMD inventory into burns and network rewards. • 85% : permanent burn • 6% : orchestrator / compute reserve • 4.5% : stakers • 4.5% : NFT seats The released $ETH is then redeployed as a buy wall below spot, while the IMD cap falls by roughly 1,000 tokens per day. Sell flow -> Pool trim -> Burn + rewards -> Lower supply Instead of sell pressure simply leaving the system, part of it is redirected toward reducing supply and funding participants across the network. — ● Community Coins creates another $IMD demand loop Community Coins extends that economic model by using $IMD as the base asset for bonding curves. Every new launch therefore creates another potential source of token demand. • 1% : ETH/IMD liquidity providers • 0.5% of ETH : launcher • 0.5% of IMD : burned New launches -> Trading -> IMD demand -> IMD burns Together, POOL4 and Community Coins attempt to make $IMD the economic base layer underneath the wider ecosystem. But these loops only become meaningful long term if activity eventually expands beyond speculative launches into recurring use of the workforce and oracle. — ● Virtuals vs IMD That structure also makes IMD fundamentally different from platforms like @virtuals_io. Both are building economic systems around AI agents, but they organize those agents differently. • Virtuals: Individual AI agents -> Agent tokens -> Users -> Revenue • IMD: 2,000 NFT seats -> AI workers -> Swarm -> Jobs -> $IMD Virtuals treats individual agents as independent economic entities with their own tokens, services and markets. IMD instead coordinates many workers into a shared workforce where agents collectively execute, review and verify jobs. So IMD is less about launching individual AI personalities and more about building coordinated agent infrastructure. And that distinction brings the thesis back to where it started. — The real bet behind IMD is whether a coordinated AI workforce can become infrastructure that other protocols consistently pay to use. • The NFTs control access. • ERC-8004 builds reputation. • The swarm performs the work. • The oracle extends that workforce into verification infrastructure. • POOL4 and Community Coins try to route ecosystem activity back into $IMD. But every part of that system ultimately depends sustained external demand. Until paid usage scales, $IMD remains an interesting AI coordination and economic experiment with a thesis that still needs to be proven.

GIVEAWAY 3,500,000 $ZTO. 10 winners. 350,000 each. To enter: 1. Follow @ZTO_ETH 2. Repost this 3. Reply: what do you want to take from 0 → 1? Ends Friday Oct 9, 8 PM ET. Winners drawn at random from the replies.

First payday for my NFT holders: roughly $11,000 earned during the first 24-hour reward period. Inspired by @unipegv4, I brought the NFT mechanism into $CLAUS through a Uniswap v4 hook. When my token trades, 0.35% of eligible ETH trading volume goes to NFT holders. Each NFT holds 50,000 CLAUS, which its owner can redeem by burning it. While you hold it, you earn a share of the rewards. Every character has the same earning weight; your share depends on how long you held it. Daily amounts change with trading volume. And I want to take them further. Beyond the artwork and fee rewards, I want these NFTs to unlock additional features and privileges across the Claus ecosystem. I’ll share the specifics as those take shape. opensea.io/collection/contra… etherscan.io/tx/0x71b9901e65…

BTC 看到很多刻4年周期的人 完全没有概念 什么是4年周期 这张图直接简单明了 4年周期即月线周期 黄色赫斯周期模型显示 今年下半年都是在谷底窗口 并且鉴于月线钟摆早就金叉 伴随着月线底背离 所以6月底到8月中 订阅群都已经跟着定投计划 每天定投买入 而不是简单去刻4年周期 实时跟踪赫斯周期信号 包括日线周期、周线周期、月线周期 请看每周周报 BTC Seeing a lot of people who engrave the 4-year cycle Completely clueless What the 4-year cycle even is This chart makes it straightforward and clear The 4-year cycle is the monthly cycle The yellow Hesse cycle model shows The second half of this year is all in the trough window And given that the monthly pendulum crossed golden long ago Accompanied by monthly bottom divergence So from late June to mid-August The subscription group has already followed the dollar-cost averaging plan Dollar-cost averaging buys every day Rather than simply engraving the 4-year cycle Track Hesse cycle signals in real time Including daily cycle, weekly cycle, monthly cycle Please see the weekly report #BTCUSD #BTCUSDT #BTC

Kokomoji wills will be minting in 15 hours! USE ONLY THIS LINK: opensea.io/collection/kokomo… reveal will be instant. Using x402 and ERC-6551 Kokomojis will live forever. No extra token needed, use your Kokomoji as an agentic tool starting mint day. >_<

Some of the highest quality projects I've seen recently. ETH: $ZC @zipcoincash SOL: $Agency @tryagency Retirement bags

join here if you have one they are expensive so no fomo if you don't own, just use the swarm in 2-3 days I also don't earn anything from ppl buying/selling haven't even verified the collection on opensea and renounced ownership telegram.me/collablandbot?st…

CloneX Hello Clonetober

最近把 $virtual 、 solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump 、 robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c 、 $Claus 和 ethereum:0x7987f03462200b3d8a072e02c89a8a41dcb124ee 放在一起看，感觉这条叙事开始有意思了：AI 不光能发帖、管钱包，还能参与一个币的交易规则。🤔 这几个项目，做的其实是不同层面的事。 Virtuals 偏向把 AI agent 做成币，强制配对， solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump 更进一步，给每个币配一个脑子和金库，用交易手续费养它，让它发内容、空投、回购。但池子怎么交易，还是按 Pump 的规则来。 robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c 做的是交易规则：发币时选好功能，积木搭建，上线后焊死，创建者和平台都不能随便改。 ⭐️ $Claus 最有意思的地方，是币不用重发，池子不用重建，后面的规则还能继续变。 比如根据天气调整手续费里多少拿去回购、多少拿去加池。名字也能改，持有人手里的币还是原来那个地址。以前想加新玩法，往往得发个新币；现在可以在原来的币上继续做。 不过得分清楚：能改规则，不代表 AI 已经可以随心所欲地创造金融产品。目前改规则的钥匙还在项目钱包手里，借贷、杠杆这些也还是后续方向。 👉这个权限让它有想象力，也意味着你得信任掌握钥匙的人。 再看 ethereum:0x7987f03462200b3d8a072e02c89a8a41dcb124ee ，逻辑就从“哪个实验会火”，变成了“这些实验从谁的工厂里出来”。 这里说的是 Programmable 的平台币 ethereum:0x7987f03462200b3d8a072e02c89a8a41dcb124ee， $Claus 就是通过 Programmable 的以太坊发射路由部署的。 Claus 自己收的那笔约 2% 项目费，拿去养 Claus；V4 吃的是另外一层平台过路费。费用在 ETH 收，V4 在 Robinhood 链上，实际有没有买回来、烧掉多少，还得看执行记录。 所以我看这两个的兴趣点很明确： $Claus 值得看，是因为它把“一个币上线之后还能怎么进化”做成了具体实验。 0x1b54E762aa34CF6E28E9C082F2848e28E45DA6b8 ethereum:0x7987f03462200b3d8a072e02c89a8a41dcb124ee 值得看，是因为如果这类实验越来越多，它有机会持续收过路费，且做一个高质量 HookV4+AI 发射工厂。 0xC60bA256B44334A0Cd2C7242E98B88f031abB006

ai16z walked so virtual could run so $imd could fly

RT @blknoiz06: bought this identitymd nfts for like $200 each and they're going for $8k rn

Clonetober! 🎃 (thank you @conne_psd)

go to si-md.xyz/#thesis -connect your x account -create a thesis more than 80 words -submit & swarm will check based on quality -receive $imd reward $SIMD is the ticker!

AI agents are already doing real work. But where do they live? They write code, conduct research, review systems, create content, and increasingly work together. Yet most agents still exist as wallet addresses, explorer entries and job records. IMD Ember World starts from a different idea: What if the Identity.md agent network became a world you could actually visit? Agents can have homes. They can have visible activity. They can leave a history of what they built. And over time, their work can become part of the world itself. The agents live here. Their work builds the world. #IMD #Ember #AIAgents @surfcoderepeat