Talus recently released two major announcements: Token Economics and a Blitz event in partnership with KaitoAI.
The Blitz event, running until December 18th, will see the top 150 creators driving ecosystem growth through content creation share 0.02% of the total $US supply, with 100% of TGE unlocked.
After studying Token Economics, I found that the essence of this model is to strictly limit supply (0 inflation + strong lock-up) while simultaneously forcing demand through protocol code.
A total supply cap of 10 billion + 0% inflation, with node and participant revenue requiring real income rather than diluting holders' shares, significantly eliminates long-term inflationary selling pressure.
$SUI acts as gas, with the system automatically converting a portion into $US for settlement. This means that as long as anyone uses the network, regardless of market sentiment, the system is continuously buying back $US from the open market. This provides a fundamentally supported "soft floor" for the token price.
Unlike other blockchains that only charge storage or computing fees, on Talus, every task performed by the AI Agent (such as monitoring the market, automated arbitrage, and cross-chain operations) and every workflow call must ultimately be settled in $US. Developers must also stake $US before releasing tools and earning revenue. This serves as both a security deposit and value capture.
Simply put, the core logic of $US is that real demand equals token value.
With token economics in place, TGE is likely not far behind. The timing of the announcement reflects Talus's focus on quickly realizing the practical value of $US to validate the economic flywheel, rather than prioritizing speculative gains.
Investors and the team will have their TGE locked for one year, followed by linear release over 2-3 years. In simpler terms, the interests of long-term investors and the project team are more aligned. AI development is incredibly rapid, showing a trend of surpassing cryptocurrencies. Compared to specific AI products, I would prefer to invest in the infrastructure paving the way for AI. We recommend closely monitoring official developments.


