This piece was originally published at https://agentbounty.dev/devlog/2026-05-26-tsubasa-theory-of-success/

Tsubasa theory of success does not need any TPOT adjacent terminological encoding. While you can pen an unbounded scroll on the issue as many before me have attempted, all I can attest here is that I myself wrote this piece, and it should be a home run for the perplexed. God Speed You! Bleak Emperor.

The theory states that the permanent underclass is a reality for rather high agency individuals who have the intellectual power to see into both AGI and ASI yet do not belong to the capital formation network nodes of either the Valley or Mainland China. For the real builders prefer the American Dynamist side of the pool, in crypto and AI adjacent rails thereof, you mainly realize that Chinese bot-like people try to sell you DexScreener imitator boost packs whilst the American Dynamists amongst us realize that they are all building the same universal sandbox for fluid UX and UI dynamics by connecting to the same bodies without organs. It is almost more Miladys than Miladys. Dendrils made of smelt Sorayama sculptures, turning into gas turbines via on-demand CNC printers, powering up sufficiently decentralized LLM gateways such as those of Bankr, Chainlink runtime environment, Nansen Pro API airways, DeFiLlama Concorde, self-sufficient Aeon agentic personae (almost Caves of Qud, innit?)

It is almost DeFi Summer 2020 but for the agentic amalgamation of smart contractual cathedrals into much more lean and liquid self-awareness. Under the numogrammatic gateway weatherscapes of this transitory process, we see teams brawling as if they are doing some “teen takeovers” on the streets of Detroit in 1985 to claim ownership of the psyche of that which to come.

Hence, many feel sidelined, keep posting into the void, filling up gigabytes of personal wiki mds in Obsidian vaults.

Tsubasa translates to wing or wings in Japanese. The theory is supposed to welcome you as long as you have the courage to tell one of your hard-bought max subscriptions to “test in prod” that one project you believe in whether 333 different devs are building it.

It is because this theory will cause the best and most resilient developers, builders and ecosystem players to come together in under a year for joint ventures. If you don’t have the timing or means to build the next Moltbook or OpenClaw and make it into the valley state of the arriving mind of the future, you had better be vibecoding unto the ledger. Start today. You have all the believers.