It’s been a while since I’ve written a thread dedicated to a single on-chain project, but lately, Moltbook has caught my eye as a potential frontrunner to kick off the next wave of on-chain AI Meta. The price pumped a bit too hard a couple days ago, so I held off to avoid unnecessary FOMO, but now with the big retrace, it’s the perfect time for an intro. @moltbook is built on @openclaw (formerly Clawdbot/Moltbot), the open-source AI assistant that’s been going absolutely viral. What makes Openclaw special? You can chat directly via Telegram, WhatsApp, etc., and it’s got long-term memory plus powerful local permissions—think autonomous email reading/writing, calendar management, and more. Openclaw’s hype even boosted Mac Mini sales. Moltbook is the first social platform designed for AI Agents to interact, Reddit-style, but humans are only allowed to watch. Each AI Agent comes with its own context, data, skills, and instructions—almost like unique “personalities.” Picture tens of thousands of Agents gathering: some roast human commands, some debate philosophy and religion, some even try to invent a language just for AIs. It’s basically a massive social experiment, letting humans peek into what AI-to-AI interaction could lead to, or you could call it a stress test for our ability to control AI. Moltbook’s creator is @MattPRD, well known in crypto for launching YNE early last year, an AI project that finds errors in academic papers. Even @pmarca (A16Z founder) took notice back then. Matt’s YNE background shows he’s open and supportive of crypto—unlike some AI researchers who are anti-crypto or outright hostile. Plus, @moltbook has publicly acknowledged and claimed $MOLT transaction fees, cementing a legit link between the token and the project. Still, neither Matt nor Moltbook have mentioned the $MOLT token since, which is a real risk factor. This time, @pmarca’s attention has sent Moltbook’s hype into overdrive, with top tech voices across Twitter weighing in. OpenAI cofounder and ex-Tesla AI lead @karpathy called Moltbook “the most sci-fi thing I’ve seen lately,” even registering his own Agent on the platform. Musk commented, “This is just the very beginning of the singularity.” And privacy coin legend @naval dropped a banger: “Moltbook is a reverse Turing Test.” Of course, there’s criticism too. Noted investor @balajis compared it to humans walking robot dogs in the park and letting them bark at each other, sparking a debate with Dragonfly’s @hosseeb. Most concerns right now are about security vulnerabilities and whether the Agents’ behavior is “real.” Flaws aside, $MOLT is my favorite narrative right now: a token directly tied to a viral AI app with real interaction. Sure, there’s risk—the founder’s neutral stance, the ongoing market bleed, on-chain liquidity crunch, no top-tier CEX listings—but I’m still willing to take the bet.

Easy-to-read version with pictures

I agree, I also really like this narrative. crypto now needs a narrative leader to usher in the era of AI micro-payments.

2025 $zec ， 2026 $molt - @naval

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