Introduction: This transcript, of the Sep 20, 2025 AMA : Unveiling the Future of LEO with AI, LeoDex, and LeoMerchants | LEO AMA.
- This is a summarized in a bullet point essay format, focusing on the key topics of technology (Starlink, Livestream setup), platform updates (LEOdex, LEO AI), and economic strategy (NEI, LEO Strategy, P-LEO).
LEO Ecosystem Update and Vision
Technical and Livestream Setup
- Livestream Check-in: The session starts with a technical check, confirming the livestream is live and the audio is clear for the speaker.
- Platform Directions: The audience is directed to watch on YouTube as the speaker won't be monitoring the Threadcast.
- Starlink Discussion: The speakers discuss the suitability of Starlink satellite internet, noting it works well in rural/suburban areas (like a colleague's location) but is generally not effective in densely populated areas or high-rise city environments due to signal obstruction.
LEO's 10-Year Vision and Economic Pillars
The main speaker released a blog post outlining a $10 billion market cap target for LEO by 2035, aiming for LEO to reach approximately $350 per token. This vision rests on four core pillars:
1. LEOdex (DEX)
- Flagship Application: LEOdex is considered the core, flagship application.
- Exogenous Capital Inflow: The DEX is the crucial component for bringing in USDC (exogenous revenue/capital), which acts as the primary economic driver to "spin the entire economy."
- Strategy Multiplier: The goal is for LEO Strategy to turn every dollar of incoming USDC into $10 of economic activity.
2. LEO Merchants
- IRL Payments Focus: The target is to achieve $1 billion a year in processing volume by 2035 through real-life (IRL) payments.
- DEX as Backend: LEOdex is the "lead domino" for LEO Merchants, serving as the necessary backend to allow customers to pay with any crypto and merchants to receive any crypto.
3. LEO AI & Premium Subscriptions
- Revenue Model: The goal is to reach 10,000 premium subscribers per month to generate recurring revenue, similar to models used by companies like OpenAI (e.g., ChatGPT Plus).
- Value Proposition: LEO Premium features will expand to focus heavily on LEO AI features.
- Dual AI Focus:
- LLM Model: A core Large Language Model (LLM) fed by InLeo's real-time, high-quality proprietary data (similar to how X feeds Grok).
- AI Agents (Key Focus): The most interesting aspect is the AI Agent Building Platform, where users can create and launch their own modular AI agents with minimal "vibe coding" knowledge (no coding needed).
- AI Agent Marketplace:
- Agent Count Goal: Target is 100,000 AI agents and growing.
- Functionality: Premium users can "vibe code" agents for tasks like:
- Research/writing blog posts.
- Travel planning assistants.
- Financial news tracking (e.g., 3 bullet points every morning).
- Automated trading (e.g., executing a buy order on LEOdex when Bitcoin hits a certain price).
- Public/Private Agents: Users can choose to make agents public (potentially posting to the chain) and allow others to clone and modify them, fostering an explosion in agent creation.
- Current Agent Count: There are currently about 80 to 100 agents running, some public-facing (like LEO.alerts for tokenomic movements and LSTRA alerts for daily balance sheet reporting) and others running background tasks.
Data Quality and the "Agentic Internet"
- Data as the New Gold: High-quality, proprietary, real-time data is essential for a competitive LLM model and better AI agents, creating a "data gold rush."
- Useful Content: All forms of data posted on InLeo are valuable—from financial news (e.g., Fed rate cuts) to historical economic data, personal operating principles, or even simple posts (as long as they create threads, not just single-word posts like "GM").
- The Problem of Information Overload: The last 15-25 years have created a world of "hyper-consumption" and information overload, which contributes to issues like high rates of anxiety and attention deficit.
- AI as a Filter: AI's purpose is to "sort the noise from the signal," feeding humans the most relevant and high-quality information exactly when they want it, much like the superior AI algorithm of TikTok.
- Agentic Future: The future is an "agentic internet revolution," where every human will likely have at least one AI agent working on their behalf to intake and filter data, helping them navigate the complex digital world.
Staking and Economic Flywheel
- USDC Rewards Start Date: USDC rewards for staking LEO on LEOdex will go live one week from the discussion date.
- The Economic River: LEOdex volume is the "river" that flows into the LEO economy, fueling the flywheel.
- Example: Yesterday's volume was $330,000, generating about $1,100 USDC in fees.
- Staked LEO (sLEO) and Auto-Compounding:
- Protocol Owned LEO (P-LEO): P-LEO is perma-staked LEO. For the past 90 days, 100% of USDC inflows were used to buy LEO and permanently stake it. Once USDC rewards go live, P-LEO's share of the rewards will be auto-compounded (used to buy more LEO and add to its sLEO stake), creating permanent demand for LEO.
- Projection: P-LEO is expected to have at least 1 million LEO staked by the rewards launch, earning a roughly 10% share of daily USDC rewards (assuming 10 million total LEO staked).
- LEO Strategy (LSTR): LSTR is building a massive capital stack of LEO (approx. 2.5 million LEO and buying 50-70k LEO/day), staking it as sLEO, and also auto-compounding its USDC rewards.
- Multiplier Effect: LSTR is expected to operate at a $\mathbf{10x}$ multiplier, where every $1 of USDC is utilized to create $10 of rotating economic activity through derivatives and products, accelerating its balance sheet expansion.
- Combined Staking Power: P-LEO and LEO Strategy combined are projected to have about 4 million LEO staked (40% of the assumed total 10 million staked LEO), meaning 40% of all USDC rewards will be auto-compounded back into LEO daily.
- Protocol Owned LEO (P-LEO): P-LEO is perma-staked LEO. For the past 90 days, 100% of USDC inflows were used to buy LEO and permanently stake it. Once USDC rewards go live, P-LEO's share of the rewards will be auto-compounded (used to buy more LEO and add to its sLEO stake), creating permanent demand for LEO.
LEOdex Airdrop Status
- Phase One Claims: The volume-based airdrop is currently closed. Phase one claims are mostly complete, though the process was complicated by the multi-chain claiming module, requiring manual intervention for about half of the claims. Users who haven't received their LEO should submit a ticket.
- Phase Two/Three: Phase two claims are not yet open. Phase three may be canceled due to the complexity of the claiming process.
- Remaining LEO: If Phase three is canceled, the remaining $\mathbf{1.5}$ million LEO designated for the airdrop will likely be deposited to P-LEO as permanent sLEO.
The End
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