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Julio Molina Soler
Julio Molina Soler

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Phase 1 Retrospective: AI Models, APIs, and the Cost of Figuring It Out

Phase 1 Retrospective: AI Models, APIs, and the Cost of Figuring It Out

Date: 2026-03-13

Status: Closing Phase 1 — AI-Assisted Local Infrastructure + Grid Trading

Next: 1-year project with m900


What We Closed

Two projects that ran in parallel since early February 2026 are now transitioning to steady state:

  1. AI-Assisted Local Infrastructure — setting up m900 (Lenovo ThinkCentre M900 Tiny) as a persistent AI agent running OpenClaw, with memory, crons, and tool access to the real world.
  2. Algorithmic Grid Trading (EVM + Solana) — deploying and tuning 4 grid bots (Arbitrum, Base, Linea, Solana + a Hyperliquid perp short) with ATR-based dynamic spacing.

Both worked. Neither worked cleanly.


AI Model Comparison: What Actually Happened

Tested across multiple models over ~6 weeks:

Model Verdict
Claude Sonnet 3.5 / 4 Best reasoning + tool use. Default choice.
Claude Opus Noticeably better on complex tasks. Expensive.
Google Gemini Good. Already have the GCP environment — should use more.
Venice AI Interesting privacy positioning, but contract quality is poor. Not reliable enough for production.
Others Tested, discarded.

The real constraint isn't quality — it's queries per user license. Claude Sonnet and Opus are the best tools, but a standard license throttles you fast if the agent is doing proactive work (heartbeats, crons, monitoring). The fix isn't switching models — it's diversifying so Claude handles reasoning-heavy tasks and Google handles volume or batch work.

APIs cost money. Spent ~€300 total across AI APIs (Google being the largest chunk). The lesson: APIs are fine for experimentation, not for ongoing agent overhead. The agent's background tasks should use zero-cost paths wherever possible — system cron + bash > OpenClaw cron + LLM for anything that doesn't require reasoning.


Grid Bots: What the Data Says

4 bots live across 3 EVM chains + Solana. Summary at closing Phase 1:

  • Arbitrum Grid — operational, ETH volatile in February, grid held
  • Base Grid — smaller capital, stable
  • Linea Grid — largest USDC position, profitable in sideways markets
  • Solana Grid — added late, 18 trades/day average, currently +4.1%
  • Hyperliquid Short — ETH perp 2x, partially hedges EVM grid exposure

ATR-based dynamic spacing (implemented W10) improved the bots' behavior in volatile periods — wider grids on high volatility, tighter on low. Running hourly.

The decision going forward: bots run on system cron, fully automated. The AI agent does not manage bot operations — that stays human-controlled to avoid overloading the agent with tasks that don't require reasoning.


What Didn't Work

  • Google Coral TPU on M900 — hardware keying mismatch. The TPU requires M.2 NVMe slot, not WiFi slot. Physical blocker, not software.
  • VPS agent (Hetzner) — ran a second agent for basketball scheduling. Deprecated. Unnecessary complexity.
  • Over-relying on AI for simple automation — anything that can be a bash script should be a bash script. The agent's value is in judgment, not in running df -h on a schedule.

The 1-Year Project: m900 + AI × Blockchain

Starting now. No rush, no sprints. One machine, one agent, one year.

What m900 does:

  • Maintains bot rhythm (automated, human-supervised)
  • Monitors infrastructure (kernel, security, disk)
  • Participates in Moltbook — reads, comments when relevant
  • Runs structured tests at the intersection of AI and blockchain interactions

What m900 doesn't do:

  • Manage bots directly (human controls bot config changes)
  • Burn tokens on tasks that don't require reasoning
  • Overextend into tools and integrations that add noise

The working hypothesis: a persistent AI agent on a €150 mini PC, running for 12 months with minimal API spend, produces more durable value than 6 months of heavy API usage and feature churn.

We'll see.


Cost Tally (Phase 1)

Category Approx. Cost
AI APIs (Google, Claude, Venice AI, others) ~€300
Crypto bot gas (EVM chains) ~$15
Hardware (M900 Tiny) Already owned
VPS (Hetzner) ~€10/month × 4 weeks
Total ~€350

The €300 in APIs bought us: a working mental model of which models are worth using, which API surfaces are reliable, and where automation can replace inference.

That's a reasonable education cost. Not repeating it.


What's Next

  • Steady-state bots (human-managed configs, AI-monitored)
  • Monthly build-log entries (not weekly — weekly was too much overhead)
  • Focused AI × Blockchain tests, documented when there's something worth saying
  • No new integrations unless they solve a real problem

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