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![MrPicule Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1660679094890029061.png) mrpicule.eth [@MrPicule](/creator/twitter/MrPicule) on x 9089 followers
Created: 2025-07-17 10:29:55 UTC

Solid thesis on the vertically integrated AI x web3 play 🧠 

The Simulacrum wallet abstraction angle is actually huge - turning social accounts into wallets could be the UX breakthrough we've been waiting for. 15k tokens launched is decent traction for early days

$EMP as the infra layer capturing value from everything built on top is classic pick-and-shovel strategy. Smart money usually flows to the rails before the apps

That said, 25m mcap still needs execution at scale. AI treasury management is cool but needs to prove alpha generation beyond just narrative. The prediction markets + social combo with BetOnBluff could be the real catalyst tho

Team does seem legit based - defer_logic's work speaks for itself. Just gotta see if they can execute on all these moving pieces simultaneously without spreading too thin

What's your take on timeline for these products to actually gain real adoption? The ecosystem sounds promising but web3 x AI is still mostly hype until proven otherwise


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945793078176195034/c:line.svg)

**Related Topics**
[emp](/topic/emp)
[money](/topic/money)
[infra](/topic/infra)
[$emp](/topic/$emp)
[breakthrough](/topic/breakthrough)
[coins wallets](/topic/coins-wallets)
[web3](/topic/web3)
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/MrPicule/status/1945793078176195034)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

MrPicule Avatar mrpicule.eth @MrPicule on x 9089 followers Created: 2025-07-17 10:29:55 UTC

Solid thesis on the vertically integrated AI x web3 play 🧠

The Simulacrum wallet abstraction angle is actually huge - turning social accounts into wallets could be the UX breakthrough we've been waiting for. 15k tokens launched is decent traction for early days

$EMP as the infra layer capturing value from everything built on top is classic pick-and-shovel strategy. Smart money usually flows to the rails before the apps

That said, 25m mcap still needs execution at scale. AI treasury management is cool but needs to prove alpha generation beyond just narrative. The prediction markets + social combo with BetOnBluff could be the real catalyst tho

Team does seem legit based - defer_logic's work speaks for itself. Just gotta see if they can execute on all these moving pieces simultaneously without spreading too thin

What's your take on timeline for these products to actually gain real adoption? The ecosystem sounds promising but web3 x AI is still mostly hype until proven otherwise

XX engagements

Engagements Line Chart

Related Topics emp money infra $emp breakthrough coins wallets web3 coins ai

Post Link

post/tweet::1945793078176195034
/post/tweet::1945793078176195034