$IMD

CF

@cfm_solx:cfm_sol · X / Twitter

QuoteOct 06, 05:18 AM

I started following $IMD about three months ago. 0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7 At the time, the token’s market cap was still below $3M. Back then, the market’s understanding of it was pretty simple: an early AI + crypto experiment. But looking back now, I think what was easy to overlook was that IMD was never just trying to build another AI agent. If I had to find one project to compare it to, I think it can only really be Virtuals. Because what’s actually interesting about IMD isn’t any individual agent. It’s that IMD is trying to build an Agent Economy. Simply put:A multi-agent collaborative economy + task verification mechanism + launchpad. The first layer is Agents. IMD isn’t simply trying to make AI chat or complete demos. It’s trying to have large numbers of agents take on tasks, execute them, collaborate, and have their results verified through a validation mechanism. In other words, AI agents are starting to move from being “tools” to becoming productive entities that can participate in an economy. The second layer is tasks and verification. This is actually very important. If there are eventually large numbers of AI agents working across a network, one of the most important questions becomes: Who decides whether an agent actually completed the task? That’s the system IMD is trying to build around task execution and verification. Agent takes a task → executes it → result gets verified → receives economic incentives. If this mechanism continues to scale, IMD’s positioning becomes more than just an AI project. It starts looking more like infrastructure for an AI workforce. The third layer is the launchpad. IMD also brings the issuance and trading of a large number of Community Coins into the ecosystem. So it isn’t simply allowing agents to work. It’s connecting:Agent → Attention → Community → Token → Trading This is what I think separates it from most other AI projects. If the system eventually develops into:More Agents → More Tasks → More Real Economic Activity → More Users and Attention → More Community Coins → More IMD Ecosystem Activity → More Value Captured by IMD then IMD has the potential to evolve from an AI project into a true Agent Economy Infrastructure. That’s also why people have recently started comparing it to Virtuals. But I don’t think it’s accurate to simply say: IMD = the next Virtuals. The two are not exactly the same.…

CF

@cfm_solx:cfm_sol · X / Twitter

QuoteOct 05, 04:10 AM

I’ve recently seen quite a few people betting on $IMD, and I think the reason isn’t simply the “AI + Crypto” narrative. 0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7 What really gives IMD a higher ceiling is that it is trying to occupy a much bigger position: AI agents are beginning to directly participate in the production of Crypto financial products, and IMD wants to become the underlying protocol that supports these new applications. IMD also doesn’t position itself as simply an Agent project. It describes itself as a protocol capable of creating “net new 0 to 1 financial applications,” as well as a distributed software factory powered by agents. That distinction is important. In the past, Crypto financial products were basically designed by humans, coded by humans, and deployed through smart contracts. What IMD wants to do is:Agent network continuously runs → produces code, research, oracles, DeFi applications, etc. → verification → deployment → new onchain financial applications. If this model actually works, then IMD ultimately isn’t competing with any single DeFi product. It is competing over:Who can create the next generation of onchain financial applications faster and at a lower cost. And what the market is really betting on isn’t:Will IMD become a bigger AI project? It is:If agents can continuously produce new financial products, can IMD become the infrastructure for this new production system? This also connects to another interesting variable — Hooks. IMD is currently bringing RWA, Hooks, Uniswap v4, stablecoins, games, and other directions into the same design space. That means it isn’t trying to build a protocol with one fixed function. It wants to become an experimental environment where new financial mechanisms can continuously be created. In theory, one agent could design a new trading mechanism, another agent could write the Hook, another could handle the Oracle or verification, and eventually the whole thing could be deployed as a functioning financial application. If this loop actually works, IMD’s value would no longer simply be about “how many agents it has today.” It would be about:How many new onchain primitives this network can produce in the future. This is also why I think you can’t look at the IMD token alone right now. In the screenshot, Adam mentioned that some people in the community have already deployed tokens outside the pro…

CF

@cfm_solx:cfm_sol · X / Twitter

QuoteSep 25, 11:30 AM

I think the core reason behind $IMD rise this time is not simply the AI Narrative, but that after POOL4 officially went live, the Token and the product’s economic mechanism finally became genuinely connected. 0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7 Previously, the market’s main bets on IMD were Identity.md, AI Agents, Autonomous Work, and the Uniswap v4 Hook. Now there is an additional and much clearer economic loop: IMD Trading → POOL4 → Trim → 85% Burn + Staking / Bonding / NFT Node → Buy Wall After POOL4 went live, Staking also launched. Around 560K IMD was staked within a short period of time, while Burn and reward distribution also began. This is the most direct catalyst for the sudden rise this time. The market has started to reprice IMD, rather than simply speculating on the AI concept. More importantly, IMD’s fundamentals have genuinely changed. Before:AI Agent → Narrative → Attention → IMD Now:AI Agent → Autonomous Work → IMD → POOL4 → Trading → Burn / Staking → Bonding → Compute → Agent Economy Bonding is one of the most important upcoming milestones. The official design is that Bonding will open when IMD reaches $4, and the Bonding Reserve can eventually be converted into ETH to pay for AI Inference. In other words, this could eventually form: IMD → Bonding → ETH → AI Compute → Agent Work → Economic Activity → IMD So what the market is really betting on now is not simply that “IMD is an AI Token,” but whether IMD can become the core asset of the AI Agent Economy + POOL4 economic mechanism. POOL4 is also an important potential valuation expansion point. IMD is the first Token to use the POOL4 Hook. If other projects begin using POOL4 in the future and generate real trading volume, IMD’s positioning could evolve from an AI Agent Token into the representative native asset of POOL4. The key upside catalysts to watch next are: 1. Bonding officially goes live The Reserve becomes actual AI Compute demand, further strengthening Token Utility. 2. Agent numbers and real Work continue to grow What matters is not simply the number of Agents, but whether Jobs, Accepted Work, and Compute continue increasing. 3. NFT Nodes go live Part of the current Trim goes into the NFT Node Reserve. If the Node Economy officially launches, it will further expand IMD’s use cases. 4. A second successful POOL4 project emerges If other Tokens use POOL4 and generate significan…