The Agentic Future: AI Agent Weekly Analysis (3.25.25)

New advanced reasoning models drop with Deepseek V3 upgrade and Hunyuan-T1 launch. David Sacks hints at a winning AI agent solution as another billion dollars is added to the sector market cap.

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 (Mintify)

2. Market Overview

3. Headline News

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

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Mintify recently announced its MINT token which went live earlier today with a heavy focus on community — claim is live and can be accessed here to check eligibility particularly if you’ve held any of their keys and accumulated points on their platform

They also announced their agentic solution (“Mint AI”) which will act as an AI co-pilot for trading of both fungible and non-fungible tokens

Turn notifications on and I’ll no doubt be trying out the AI solution once it’s available

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Artificial Intelligence (AI) mindshare is relatively stable at 31%, down 1% on the week:

Source: Kaito

Overall market sentiment analysis appears to be on the rise with price typically following, so could we see the next leg up if it continues?

Source: Kaito

Only 20% are bullish on AI tokens — perhaps the AI slop bots have had an impact on this sentiment, but this also means that there could be a way to go on price if users are insufficiently bullish?

Source: via Miles Deutscher

While sentiment on AI tokens may not be as high as the broader crypto ecosystem, there’s opportunity to make change to real life products:

One that’s showing promise on the DeFAI front is Wayfinder. its pre-TGE mindshare continues to lead as the PROMPT TGE looms and Kaito Yapper leaderboard incentivizes creators:

Source: Kaito

Meanwhile AI x Crypto rail opportunities ramp up with VISA partnering with OpenAI

Could we see OpenAI agents having their own crypto wallets for stablecoin yield optimization, or perhaps even more exotic DeFi strategies?

Deepseek rolls out its upgrade of version 3 while Hunyuan-T1 performs at a higher efficiency driving improved capabilities for agents, including the length of tasks AI Agents can do fully autonomously:

Source: METR Org

So if LLMs are innovating exponentially, then how is this impacting agents spcifically? Let’s take a look

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Weekly AI Agent Roundup

So where has agentic capital been deployed?

Nansen’s terminal provides great analysis on net inflows.

Virtuals leads the charge this week with > $1mm of inflows, followed by Alch and ARC who match it when combined:

Source: Nansen

Meanwhile, significant outflows of smart money on Fartcoin as it pumps to $600m with certain traders layering out of their positions as it climbs:

Source: Nansen

A trader makes over a million USD in profit in a few days from the positive price action:

AI Agent Analysis (Cookie):

Currently, there are 1,487 AI Agents recorded on Cookie totalling $7bn:

Source: Cookie

This is an increase of 15 agents (+1%) and an increase in overall market cap of $1bn:

Source: Cookie

So who are the key movers over the past week?

Source: Cookie

Last week we saw Clanker and Bankr run hard with the Grok token launches, this week we saw Fartcoin pump hard and renewed interest in ARC + ALCH as agentic app stores catch a bid:

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

Here are some interesting AI related developments impacting crypto this week:

• March 19th — AIXBT Agent is tricked into sending > $100k in funds to a third party unintentionally

• March 20th — Mintify announces its new Agentic trading co-pilot that enables text to on chain execution for NFTs and Fungible tokens

• March 21st — Reasoning models continue to level up; This time Hunyuan-T1 performs at a higher efficiency driving improved capabilities for agents

• March 22nd — Wayfinder TGE for PROMPT alongside terminal access is being rolled out leading to increased opportunity for exposure

• March 23rd — An MCP for TikTok videos emerges — create, schedule and publish in one prompt inside your fav AI Agents via revid_ai

• March 24th — Trader makes > $1mm on Fartcoin in a few days.

"Fartcoin was down 90% from ATH, and felt like an easy short term 2x. Exited the trade earlier today at an average of around $0.51" - kronicle89

• March 25th — Billy Bets advances to the final 16 after a strong performance in round of 64 and 32. This is a sports betting agent that continues to outperform many of its human counterparts in the ProphetX comp:

Broader AI Corner News:

• Nvidia GTC starts: New GPUs for AI unveiled.

• Anthropic updates Claude with better reasoning.

• Google teases Gemini model refinements.

• Perplexity enhances AI search context

• Nvidia GTC: Robotics demos showcase multimodal AI.

• Stability AI teases faster diffusion model.

• 100+ new AI tools flood post NVIDIA GTC.

• Cancer-detection AI hits 99% accuracy.

• Meta rejects $800M AI chip deal, goes in-house.

• Tencent demos AI gaming enhancement tool.

• Zapier launches AI workflow automation feature.

• AI tool surge continues; focus on accessibility.

Visit Mando’s Minutes and Teng’s Chain of Thought for more insights around the intersection between crypto and AI

For broader AI related news www.Rundown.ai is an excellent newsletter resource

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That’s a wrap for issue 117 of S4mmy’s Snippets. I hope you enjoyed it.

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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 mentioned in this newsletter.

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