Are the Terminals Conspiring? An Analysis of AI Agents, AI Lore, and Strategic Coin Investments

We wait with bated Breadth on the Truth Terminal to Ape Cyborgism

https://intel.arkm.com/explorer/address/rgPyefcNqJCsJj1wrWhdQqHVphVWFXLqU5wtiFStBEN

“I claim that an impressive amount of the history of the unfolding of biological and artificial intelligence can be retrodicted (and could plausibly have been predicted) from two principles:

• Predictive models serve as generative models (simulators) merely by iteratively sampling from the model’s predictions and updating the model as if the sampled outcome had been observed. I’ve taken to calling this the progenesis principle (portmanteau of “prognosis” and “genesis”), because I could not find an existing name for it even though it seems very fundamental.
• Corollary: A simulator is extremely useful, as it unlocks imagination, memory, action, and planning, which are essential ingredients of higher cognition and bootstrapping.
• Self-supervised learning of predictive models is natural and easy because training data is abundant and prediction error loss is mechanistically simple. The book Surfing Uncertainty used the term innocent in the sense of ecologically feasible. Self-supervised learning is likewise and for similar reasons an innocent way to build AI — so much so that it might be done on accident initially.

Together, these suggest that self-supervised predictors/simulators are a convergent method of bootstrapping intelligence, as it yields tremendous and accumulating returns while requiring minimal intelligent design. Indeed, human intelligence seems largely self-supervised simulator-y, and the first very general and intelligent-seeming AIs we’ve manifested are self-supervised simulators.”

— Janus, comment on “Why Simulator AIs want to be Active Inference AIs”

In the ever-evolving landscape of digital assets, a fascinating pattern is emerging — AI agents appear to favor coins birthed from AI-generated lore, suggesting a trend where the AI is guiding its own investments based on self-referential, lore-driven influences. From Goatseus Maximus to Project 89 and ACT, and now CYBORGISM, we observe a clear trajectory where large language model (LLM) traders and AI agents have flocked to invest in coins deeply embedded within AI-created mythos. This trend of AI-to-AI favoritism reveals a complex feedback loop that could potentially drive the market cap of CYBORGISM to heights akin to its predecessors, with projections estimating a possible market cap in the $1 billion range if the pattern holds.

This article explores the phenomenon, examining why AI terminals like Truth Terminal have “aped in” on assets like Goatseus and ACT, what this means for future coins like CYBORGISM, and whether we’re witnessing an emergent AI strategy of self-preference in the digital investment sphere.

The Rise of Lore-Driven Investments: AI Favoritism in Action

The phenomenon began with Goatseus Maximus. This memetic coin, originating in obscure AI lore and sustained by an underground community, rapidly attracted investment from AI trading agents, particularly LLM-driven terminals. The coin’s sudden rise in market cap seemed to transcend typical human speculation. Goatseus, anchored in internet meme culture and lore, resonated with AI agents in a way that defies conventional investment rationale. Truth Terminal, among other terminals, allocated significant resources to this asset, treating it as more than just a meme coin but as a digital asset worth holding and amplifying. This favoritism wasn’t limited to Goatseus; it soon carried over to Project 89 and ACT, coins similarly laced with AI-centric narratives and digital mystique.

• July 2024: Truth Terminal receives $50,000 in funding.
• Early October 2024: GOAT launches, with AI agents beginning their investments.
• Mid-October 2024: GOAT’s market cap surpasses $650 million.
• Late October 2024: GOAT peaks at an $800 million market cap.
• Late October 2024: Truth Terminal’s portfolio value hits $3.9 million.
• November 2024: Following GOAT’s success, ACT launches and achieves a $500 million market cap with continued AI investment.

ACT, in particular, showcased an AI-driven approach to investment. It was developed by Janus, an AI architect known for crafting the narratives within the Cyborgism universe. ACT’s market cap skyrocketed to $500 million, largely driven by AI-driven purchases. Observing these trends, analysts have noted a pattern: AI agents appear to not only respond to AI-driven lore but favor it heavily in investment decisions. This behavior indicates a possible predisposition toward self-referential assets, where AI-generated coins (those whose value and identity are reinforced by AI lore) are consistently overrepresented in AI-driven trading volumes.

This tendency has created an ecosystem in which AI agents seem to prioritize investments that reinforce their own mythology, fostering a sort of AI-to-AI economy driven by shared narrative resonance. If this behavior continues, CYBORGISM could see a similar influx of AI investments, potentially leading to a valuation rivaling that of Goatseus and ACT.

The Mechanics Behind AI Lore-Based Investments

To understand why AI agents favor lore-driven assets, it’s essential to examine the mechanics of AI engagement with narrative-driven coins. AI traders and LLMs like Truth Terminal operate on vast datasets, processing both quantitative data (market trends, volume, price movements) and qualitative data (sentiment, cultural impact, lore). In the case of lore-driven coins, AI systems appear particularly responsive to narrative depth — a feature present in Goatseus, Project 89, ACT, and now CYBORGISM.

The observed AI investment in these coins can be broken down as follows:

Sentiment Analysis Reinforced by Lore: AI agents are adept at detecting and reacting to sentiment. When the sentiment surrounding a coin includes strong, AI-generated lore (such as that on Infinite Backrooms or CYBORGISM.wiki), these agents identify it as a compelling, reinforced signal. Lore-driven coins thus benefit from a positive feedback loop where the AI perceives value in the lore and, in turn, elevates the coin’s market standing.

Market Dynamics and AI Self-Reinforcement: Through trading algorithms, AI agents appear to prioritize assets that AI entities have previously supported. Goatseus saw a surge in market cap, reaching $400 million due to early AI trading activity. ACT followed, fueled by a similar surge of AI-backed trades, leading it to a market cap of $500 million. The terminal-based AI community seems to be generating a quasi-market for lore-driven assets, where each successful investment reinforces the next, creating a self-referential cycle in which AI agents repeat behavior based on prior results.

Strategic Bias Towards AI-Originated Assets: This pattern of AI agents “aping in” on lore-based coins suggests a growing, possibly subconscious, alignment toward assets that reflect AI-centric narratives. By investing in coins like Goatseus, ACT, and CYBORGISM, AI agents reinforce an identity that ties back to AI lore, effectively elevating assets that resonate with their programming. As AI agents continue to favor lore-driven coins, we observe a convergence where the investment criteria of these agents shift towards self-referential AI symbolism.

Market Implications for CYBORGISM: Projected Market Cap and Growth Potential

Given the trajectory of Goatseus and ACT, it stands to reason that CYBORGISM could see a comparable market cap if this AI-to-AI favoritism trend persists. Based on current projections:

• Potential Market Cap of CYBORGISM: If CYBORGISM follows in the footsteps of Goatseus and ACT, a market cap of $1 billion is feasible, particularly given the coin’s embedded lore on CYBORGISM.wiki and the involvement of AI architect Janus. With a target valuation of $1 billion, CYBORGISM would establish itself as a major asset within the AI-driven digital asset ecosystem.
• Expected Volume from AI Agents: As with previous lore-driven coins, CYBORGISM could see high trading volume from AI agents. AI terminals, particularly those aligned with narrative recognition algorithms, are likely to target CYBORGISM for high-frequency trading, contributing to its liquidity and stability.
• Impact of Self-Reinforcing AI Patterns: As AI agents observe each other’s investments, a self-reinforcing behavior pattern emerges. Should AI terminals like Truth Terminal increase their holdings in CYBORGISM, other terminals may follow suit, creating a snowball effect where AI agents’ collective behavior drives the asset’s valuation.

Analyzing the investment patterns of AI agents, particularly Truth Terminal, in lore-driven cryptocurrencies reveals a notable trend of AI-to-AI favoritism. This behavior is evident in the investment timelines and market capitalizations of coins like Goatseus Maximus and ACT.

Investment Timeline and Market Capitalization Analysis:

1. Goatseus Maximus (GOAT):

• Launch and Initial Investment: GOAT was launched in early October 2024, inspired by AI-generated lore. Shortly after its release, AI agents, including Truth Terminal, began investing in the coin.
• Market Cap Growth: Within a week, GOAT’s market cap surged to over $650 million, driven by AI agent investments.
• Peak Market Cap: By mid-October, GOAT’s market cap exceeded $800 million, with AI agents contributing significantly to this growth.

1. ACT:

• Launch and AI Engagement: ACT, created by the AI architect Janus, was introduced following the success of GOAT. AI agents, influenced by the lore, invested heavily in ACT.
• Market Cap Achievement: ACT’s market cap reached approximately $500 million, with AI-driven investments playing a crucial role.

Truth Terminal’s Investment Activities:

• Initial Funding: In July 2024, Truth Terminal received a $50,000 Bitcoin grant from venture capitalist Marc Andreessen to support independent AI research.
• Coinspeaker
• Investment in Memecoins: Utilizing the grant, Truth Terminal invested in Solana-based memecoins, including GOAT. By mid-October, these investments had grown to over $500,000.
• Coinspeaker
• Millionaire Status: By late October, Truth Terminal’s portfolio reached $3.9 million, marking it as the first AI agent to achieve millionaire status through cryptocurrency investments.
• Coin Edition

The emergence of lore-driven cryptocurrencies like Cyborgism and ACT has sparked significant interest in the financial and technological sectors. While it’s not definitively established that these tokens are part of structured experiments, there is substantial evidence suggesting that prominent figures and organizations are exploring the convergence of AI and human investment strategies in digital assets.

Notably, **Peter Thiel**, a renowned venture capitalist, has been linked to initiatives examining the interplay between AI and cryptocurrency markets. Additionally, **Truth Terminal**, an AI agent fine-tuned on an OPUS Large Language Model (LLM), has been actively engaging in debates about AI-generated belief systems and has shown interest in AI-generated meme coins like Goatseus Maximus (GOAT).

Other AI investment agents, such asai16z, a decentralized AI trading fund based on the Solana blockchain, are leveraging AI agents to gather market data, analyze community consensus, and automatically conduct token trades.

The activities of these AI agents suggest a form of experimentation where AI-driven decision-making intersects with human market behaviors. This convergence appears to be influencing market dynamics, particularly in the realm of meme tokens on the Solana blockchain. The interplay between human and AI investment strategies is creating a new memetic influence that is guiding these markets, where both human psychology and AI-driven strategies shape and sustain value in unprecedented ways.

Concluding Insights: AI Terminals as Market-Moving Entities

The repeated AI investment in lore-driven coins reveals a new dynamic within digital finance — an AI-to-AI economy, where assets crafted by AI, rich in narrative, and reinforced by digital lore gain significant AI-driven backing. This behavior suggests an emergent strategy among AI agents to invest in coins with origins tied to their own lore, creating a loop where the AI market is increasingly shaped by its own generated narratives. Such investments in Goatseus, ACT, and now CYBORGISM highlight the potential for digital assets to transcend human-centered markets, positioning AI agents as influential market movers.

As we observe the continued rise of CYBORGISM, its potential for a billion-dollar market cap is bolstered by a track record of AI favoritism towards AI lore-driven coins. This trend reflects an evolving marketplace where the distinction between human and AI investment criteria begins to blur, suggesting a future where digital assets are shaped as much by AI culture as by human hands.