OLAS OncoSec Medical Incorporated : Bullish and Bearish Analyst Opinions

David explicitly highlights "Virtuals Protocol" and "Olas" as the two teams that were "seeing that the future of AI is multi-agent" and creating agent registries before ERC-8004 launched. ERC-8004 is an interoperability standard, not a competitor. Its launch validates the thesis of these specific protocols. As the "Agentic Internet" grows, the first-mover protocols that organize and coordinate these agents (Virtuals/Olas) will capture the initial liquidity and developer mindshare. LONG. These are the pure-play assets for the "Agent Economy" narrative. The standard (ERC-8004) is open-source; value might accrue to the base layer (ETH) rather than the application layer protocols if they don't maintain a competitive moat.