$US Is Up 129%; But the Real Test Is Still Ahead Can AI-agent demand absorb the next wave of token supply ? Talus Network $US up 129% in 24 hours, with trading volume reaching $125 million; around 1.76 times its market cap. That is serious market attention. But high turnover can signal speculative trading as easily as lasting demand. There is a real technology story here. Talus Protocol v2.0 is live on Sui mainnet, bringing on-chain execution proofs, controlled agent budgets and infrastructure designed to make AI agents more accountable. The bigger opportunity is clear: AI agents may eventually do more than generate answers; they could execute verifiable tasks involving real assets. But adoption is the part the market still needs to prove. Approximately 92.23 million $US tokens are scheduled to unlock; equivalent to 0.9% of total supply and about 2.8% of market cap. That does not guarantee selling, but it creates a meaningful test for a rally moving this quickly. My view: if demand remains strong through the unlock, Talus could start building a more credible trend. If volume fades, this move could reverse just as fast. Is the market finally pricing in Talus’s AI infrastructure; or getting ahead of its fundamentals? #Altcoin Season# #BTC Price Analysis# #Macro Insights#