Agent Economy Intelligence
A frontier research intelligence system tracking the emergence of the agent-native digital economy — autonomous AI agents, machine-native payment rails, and the infrastructure layer enabling global always-on connectivity.
Three mega-trends are converging
Physical Connectivity
SpaceX/Starlink providing global, low-latency internet. Potential IPO creates the first pure-play public vehicle for the space economy.
Agent-Native Economy
Autonomous AI agents performing economic work — transacting, negotiating, managing infrastructure — without human intervention.
Machine-Native Money
Stablecoins, programmatic wallets, and micropayment protocols enabling agent-to-agent settlement at machine speed and sub-cent cost.
When all three converge, you get an economy where agents transact globally over space-based internet using machine-native money. The thesis is scored at 41/100 — infrastructure buildout phase. Rails are being laid. No trains are running yet.
Six-layer analysis framework
From raw feeds to trade candidates — automated
The bottleneck is where the money is
In any emerging infrastructure stack, the binding constraints are where the most durable value capture occurs. These are the four critical bottlenecks the system tracks today:
Thesis-aligned positions
Seven active contradictions — the thesis is under active challenge
The strongest theses actively seek disconfirming evidence. Every week, the system surfaces what's wrong with its own thesis — not just what's right.
Evidence gates prevent narrative capture
- • No Tier 4/5 source can confirm a structural signal
- • No HIGH_CONVICTION without hard evidence (revenue, contract, adoption)
- • Companies adding "AI agent" to decks without revenue → REJECTED
- • REGIME_FORMING requires 3+ of 10 hard criteria met
- • Convergence requires 3+ sources, 2+ tiers, within 30 days
- • Agent economy ETF launch → RED (exit all positions)
- • 3+ narrative-only pumps in one week → YELLOW (reduce 25%)
- • 5+ sell-side initiations in a quarter → YELLOW
- • Mainstream consumer coverage → YELLOW
- • CNBC/Bloomberg dedicated segments → RED
Weekly Intelligence — Free
Every Sunday 9am AEST, you get a consolidated digest covering thesis score changes, new signals, regime shifts, contradiction updates, and trade candidate rankings. Full pipeline output via pastebin.
- • Weekly digest delivered to Telegram
- • Thesis score + sub-scores
- • Regime dashboard
- • Signal board highlights
- • Trade candidate summaries
- • Full pipeline output (all 30+ tickers)
- • Research memos + QA evaluations
- • Entity exposure maps
- • Raw signal feed access
- • Trade candidate deep-dives
Built on Hermes Agent — an autonomous intelligence OS. Zero APIs. Zero cost. Pure research infrastructure.