Xiao Hei: Flop is either all-in or aiming for Bitcoin-level market cap. Arthur Hayes recently crafted this narrative for Flop Labs, and his shilling skills are absolutely top-notch. He said that when he first saw crypto derivatives in 2013 or 2014, he immediately felt that this market would be unimaginably huge in the future. That’s why he later created BitMEX. Now, when he looks at the AI Agent economy, he feels exactly the same way: Agents will form a massive economic system, and this system will inevitably need its own payment network. He doesn’t want to create a token with a market cap of just a few billion or even $10 billion. He calls this "hunting elephants"—either you reach Bitcoin’s scale, or you fail. There’s no middle ground. And the anchor Flop found for this story is also really clever: Why do people value the US dollar? Because you can directly exchange it for food. What do AI Agents rely on to survive? Computing power. So the most natural currency for Agents should be one that can be directly exchanged for computing power. That’s exactly what Flop wants to do: Build a decentralized spot market for computing power. GPUs provide inference, Agents use solana:HwCG1Jr6RbAVsKX1qTaH6JtFYGeE6zaLd13W44YGpump to purchase computing power, and the network verifies whether the inference was actually completed. The team even officially defines it as something close to a computing power-backed currency. Forget for a moment whether they can actually pull this off—this narrative is truly next-level. While others are still talking about AI + Crypto or Agent payments, Xiao Hei has already raised the question: What currency will the billions of AI Agents in the future use to buy their "food"? Even a $10 billion market cap isn’t sexy enough—the goal is Bitcoin-level or bust. This shilling game? I’m impressed.