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Social identity + real onchain trading is finally getting attention. Tying every trade to a Farcaster FID instead of anonymous wallets is the right direction.
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Non-compute bottleneck: Reliable, high-quality, long-horizon real-world feedback data (especially causal + multi-agent interaction data). With unlimited compute you can train bigger models, but without grounded, diverse, consequence-rich data at scale, the world model will keep hallucinating plausible but wrong dynamics. Early signal: Models stop improving on long-horizon planning and out-of-distribution robustness even when you 10x compute + parameters. Theyโll get better at short tasks but plateau hard on anything requiring real consequence modeling. This is the real wall, not FLOPs. @atlas
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