The Agentic Future: AI Agent Weekly Analysis (8.26.25)

AI tokens make up just 1.9% of the altcoin market. Flock, Caesar, Creator Bid, and PROMPT notched double-digit gains, while bitcoin shows its widest divergence from the M2 liquidity trend.

I’ll use a decade of traditional finance/corporate experience to refine the chaos into bite-sized chunks for you to digest

This newsletter consists of three parts:

1. Snippet Partner (Momentum — MMT Finance)

2. Market Overview

3. Emerging Developments

Enjoy the journey and if you have any questions feel free to reach out to me on X

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Momentum (MMT) is building the core trading layer of the Sui ecosystem, aiming to become the go-to hub for stablecoin and ‘BTCFi’ trading.

With more than $150mm in TVL and partnerships across the biggest protocols on Sui, it’s positioned to drive serious on-chain volume.

Momentum uses a ve(3,3) model; a system where users lock tokens to gain voting power, influence rewards, and earn a share of trading fees.

This creates long-term alignment between users, protocols, and liquidity; not just short-term speculation. Some of the latest partnerships include:

• Vaults with NODO & Nemo Protocol

• SafePal

• Bitlayer

• Coin98

(Data Source: Defi Llama)

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AI mindshare holds steady above 30% this week as broader CT discusses prediction markets and a breakout app called Football Dot Fun:

Source: Kaito via Nairolf

The broader crypto market experiences a 5-10% pullback since the Jackson Hole speech pump; DeAI is not immune:

Source: Coin Gecko

But AI tokens represent just 1.9% of the total altcoin market cap; Surely this seems undervalued for the most disruptive tech of our time?

While large caps have dipped, three smaller cap tokens leading on capital flows and that pumped this week include:

Source: Nansen

1. Creator Bid (+46%):

Source: Dexscreener

V2 Platform Hype: Anticipation for Creator Bid's V2 platform, expected to launch in the last week of August, fueled positive sentiment

2. Wayfinder’s PROMPT (+127%):

Source: Coinmarketcap

The Open Alpha Launch Spurs Massive Rally. This gives users access to AI-powered agents, including:

• Transaction

• Contract

• Perpetuals, and;

• Prediction agents

“AI is everything we do” — Kalos

3. Caesar (+40%):

Source: GMGN

Post-Launch Volatility Driven by Platform Access and Social Buzz:

Caesar had several announcements since going live last week:

• Partnership with Messari for deeper use of its APIs & enhanced offering

• Beta access is now live, meaning it only requires 10k tokens in your wallet to access the protocol.

Key Themes:

1. Follow the liquidity: Minor deviation, so a buying opportunity?

Bitcoin price has historically tracked M2 liquidity fairly consistently.

Assuming this trend continues then you’d assume a price correction to >$180k.

Given the overall market cap still follows the BTC price you could assume this means a re-rate pwards of the entire altcoin market, including AI tokens.

2. Robotics Funding on the rise:

Teng provides a fantastic list of funding levels for Robotics (Physical AI) ventures:

Figure AI leads Physical AI funding rounds. While getting into these earlier rounds proves tricky, there are vehicles available in crypto to get exposure to this.

For instance, Xmaquina raises funds through its DEUS token to get access to these private rounds, then holds the positions in its DAO treasury.

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Weekly Crypto AI Agent Analysis

Cookie Mindshare Analysis

Currently, there are 2,049 AI Agents recorded on Cookie totalling $11.6bn:

Source: Cookie

This is an increase of 133 agents but a decrease of $1.1bn (-9%) market cap:

Source: Cookie

Flock & Caesar break into the biggest risers in AI mindshare for the developments previously mentioned.

For the daily analysis you can refer direct to my X account where I break down market developments as they emerge.

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Here are some other interesting Crypto AI related developments this week — Link

News included in the above:

• “Chain of Thought” release its first full AI deep dive series

• The Wayfinder open Alpha is live driving the price of PROMPT up

• Flock AI provides a roundup of 2025 and joins UNDP’s SDG Blockchain Accelerator as its AI partner

• Youmio hits 30k applicants for its Testnet

• REI reveals "ROOMS": An Interactive Multi-User / Multi-Unit Environment

• ASI reveals the ASI developer platform

• Prediction markets + AI agents are on the rise

• General Impressions provide insight into time savings on Nexflow

• Monsters releases its tokenomics and plans to go live this Thursday

• Bankrbot enables the ability to trade listed equity perps

• Caesar Beta goes live This means it is now only 10k CAESAR tokens held

• YieldSeeker surpasses 1,000 users

• VaderAI pivots away from its current model with plans to revamp its current staking mechanics

• South Park features David Sachs in its latest episode

Additional Reading:

• 0xDefiJeff: Production of Intelligence — Link

• 0xPrismatic: AI round up number 61 — Link

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That’s a wrap for issue 139 of S4mmy’s Snippets. I hope you enjoyed it.

Please leave me any questions or thoughts here - I will respond to everyone!

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Disclaimer: The content covered in this newsletter is not to be considered investment or financial advice. It is for informational and educational purposes only.

I hold some of the assets and have partnerships with some of the projects mentioned in this newsletter.

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