The Agentic Future: AI Agent Weekly Analysis (4.1.25)
Eye-watering capital raises and cutting edge models emerge from OpenAI, Gemini and more driving enhanced capabilities for AI Agents. Bittensor subnets also catch a bid; could TAO lead the next leg up?
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:
Snippet Partner (Nansen AI)
Market Overview
Headline News
Enjoy the journey and if you have any questions feel free to reach out to me on X
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Artificial Intelligence (AI) mindshare is relatively stable at 33%, up 2% on the week as Model Context Protocol (“MCP”) gains notoriety, Google Gemini 2.5 Pro goes live and ChatGPT image generation goes viral:
Funding continues to flow into AI with eye watering valuations:
As LLMs continue to evolve it’s important to benchmark capabilities as each of these strengths will lean into optimal real world applications for agents:
Google trends is often another half decent indicator of user attention.
i) AI is hitting search engines moreso than crypto:
But one could become reliant on the other as fake content proliferates the internet, on chain verification may become invaluable.
Permissionless crypto rails enables AI Agents to transact fully autonomously without the friction of traditional banking systems.
ii) ChatGPT could be challenging Google for search engines as it just flips Google:
Could we see “Just GPT it” take over from Googling?
Its Image generation took the timeline by storm with Ghibli images going viral. Here’s an example of “Ghiblifying” some famous images into anime style images:
Could on-chain enforcement be a prime solution for AI copyright issues? Story Protocol offers this solution:
Weekly AI Agent Roundup
So where has agentic capital been deployed?
Nansen’s terminal provides great analysis on smart money net inflows.
Fartcoin leads the charge this week with > $0.2mm of smart inflows:
Similarly we’re seeing Fartcoin become a leading indicator for broader price action as it’s the first to adjust coming in and out of up and down moves:
AI Agent Analysis (Cookie):
Currently, there are 1,519 AI Agents recorded on Cookie totalling $6.1bn:
This is an increase of 32 agents (+2%) and a decrease in overall market cap of $0.9bn:
So who are the key movers over the past week?
Some sharp sell offs this week, albeit with some recovery in the past few days. TUT leding the charge but predominantly due to a Binance listing and CZ burning $2mm of the supply driving positive price action:
Meanwhile, the Bittensor Subnets are having a mini alt season:
One of the more recent Subnets (Hippius) is leading the charge with a 5x on the week:
Could we see Bittensor lead the next AI bull run?
Grayscale has the TAO asset in its top 20 research project:
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:
Interestingly other upgrades have been carried out enabling it to process 8x more data and bookmark alerts on X. It also used me as a source for Fartcoin support (lol):
March 28th — BMW and Alibaba collaborated on AI-enabled cars and Alibaba introduced multi-sensory AI for mobile
March 30th — MCP used to automate FIGMA:
March 31st — OpenAI raised the largest private funding round in history: $40bn raise at a $300bn valuation
April 1st — Amazon announces Nova Act — “an effortless way to build AI agents that can reliably use browsers”:
Broader AI Corner News:
Google’s Gemini 2.5 Pro tops AI leaderboard
OpenAI advances image generation with GPT-4o and Sora
Concepts transformed into pitch decks with AI
Apple invests $1bn in Nvidia AI hardware
Ideogram releases advanced 3.0 image model
BMW and Alibaba collaborate on AI-enabled cars
Custom study assistants created for any subject
Alibaba introduces multi-sensory AI for mobile
OpenAI nears $40B funding round
Anthropic explains Claude’s reasoning process
Deep Research added to AI code editors
Qwen launches QVQ-Max visual reasoning model
Musk merges X and xAI in $113B deal
Web apps built without setup using AI
Apple develops AI doctor for Health app
Amazon’s Nova Act AI browser agent launched
Runway unveils Gen-4 video model
Products placed into any scene with AI
AI converts brain signals into instant speech
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
That’s a wrap for issue 118 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.
Cool, thanks for the content