Genesis CosmosResearch
Research notes.
Notes on AI product liquidity, agent-native creators, portable budgets, agent payments, and the market structure around executable creation.
Market Thesis
AI Product Liquidity
Why useful AI products fail to transact when value units are smaller than software subscriptions.
Read noteEconomic Layer
Token Credits Economy
A model for portable AI budgets, creator revenue, and product-level settlement.
Read noteAgent Commerce
AI Credit and Agent Payments
Mapping authorization, wallets, spending limits, refunds, and machine-mediated transactions.
Read noteCreator Economy
The Agent-Native Creator
How creators move from publishing content to publishing worlds, agents, workflows, and productized services.
Read note