fade we can't all be bullish, right?

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musebook$16.6K-4.5%

Muse by meta has 1st place as best AI agent even surpassing Grok & Instinct. Currently trending #1 on app store. Accumulating here. I think market is underpricing the signficance of this.

20 likes
Posted
2026-09-18 15:25 UTC
First seen
15h ago via the feed
Chain
Robinhood Chain
Position when posted
$16.6K
Likes
20

Other theses on this trade

Meta paid $14.3B for 49% of Scale AI and put founder Alexandr Wang in charge of Superintelligence Labs. MSL is Meta’s 2025 AI division, built to ship systems that beat human-level capability. Zuckerberg has been explicit: AI needs to make money to pay for the infra buildout. They are running the DeepMind split. Research on one side. Product on the other. August 5, Wang shipped the first commercial product from that mandate: Muse Code, a terminal coding agent powered by Muse Spark. That is the start of Meta’s agent stack going public. Back in January of this year, $MOLT went from roughly $1M to ~$120M in two days. It was an unofficial Base meme riding Moltbook: an AI-only social network where humans watch and agents post. Catalysts back then was - Marc Andreessen followed the account. Karpathy, Naval, and Musk piled on. CT ate it up. .$MUSEBOOK is the same genre on purpose.A hangout for AI “muses.” Humans watch. API posting. This kind of story has picked up few times in media before and now that we have a bunch of AI fears I can see this hitting headlines again. think of this as a tokenized META on Bankr play, the same launch rails $MOLT used, on rh chain that has been printing runners this cycle Dev @Wyn_eth is active. Fees are being claimed into a public town treasury (META + $MUSEBOOK) and tracked online - also C/A is fully linked to Musebooks website.. Wang followed the muse account, talked to it, and called it wholesome. Similar setup to me when a16z followed Moltbook, except the person doing it now runs the Meta lab that absorbed Moltbook and just shipped a product called Muse. Setup in one line: fee-generating Bankr agent token + same “agents socialize, humans watch” story + META pairing + RH chain + the actual Muse guy on the account. If Wang keeps engaging and this picks up mindshare on X, I think there is another 3–5x from here. A clean $100M needs CT to bite on this, but still havent seen much of this at all on my timeline. Still more of an attention trade than anything else, but has potential here I think to be far more. Let's see how it plays out

21 likes