Why $T @talos_is is becoming THE agentic DeFAI primitive bluechip? 1/ $TALOS isn’t “another bot.” It’s a sovereign AI agent that manages a live DeFi treasury inside a TEE (trusted execution environment) using the Oasis Protocol ROFL stack, so actions are confidential, attestable, and provable. 2/ Backed by Offchain Labs (Arbitrum) and firmly embedded in the ecosystem of Ethereum Foundation-adjacent infrastructure. Even the head of the Ethereum Foundation follows the project now. 3/ Built on Arbitrum (ARB), the protocol optimises across vaults and strategies where fees are low and liquidity is deep. Arbitrum calls it the first fully autonomous treasury on their network. 4/ DeFAI isn’t just “AI with DeFi UI.” Talos is a primitive: governance + agentic execution + verifiable compute. A protocol that can propose, execute, rebalance, iterate, all under community oversight. 5/ The agent is already operating on major venues: trading on Ethereal, Lighter Finance, GMX and gearing up for deployment on Hyperliquid soon. 6/ Treasury vs Market Cap. The treasury size has now surpassed the market cap. That setup gives Talos what few protocols have: meaningful skin in the game + autonomous capital under agent control. 7/ Mechanically, Talos routes capital via ERC-4626 vaults (ETH-denominated accounting), enabling quick rebalancing across strategies: perp carry, LP, lending, structured yield. 8/ Security & autonomy path: TEE attestations, decentralized key management, time-delayed governance changes, emerg-pause, auditable history. A credible roadmap for sovereign AI capital onchain. 9/ Why this is the future of DeFAI: • verifiable execution (TEE) • agentic compounding 24/7 • lower ops drag on Arbitrum • community-aligned upgrades Result: a capital engine that learns and scales. 10/ TL;DR: AI agent + TEE + Arbitrum liquidity + backing = an autonomous treasury that can outperform via speed, neutral carry, compounding, while being verifiable. That’s DeFAI as a primitive, not just another token. 11/ If you want to front-run the narrative where sovereign AI manages capital onchain, you might want to position ahead of the broader market waking up. $T @talos_is