The Agentic Future: AI Agent Weekly Analysis (3.4.25)
The Strategic Reserve news lifts crypto, but briefly. AI token gains fade as sentiment dips to pre-inauguration lows. Is a new catalyst ahead?
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)
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 at 30% this week, down 3% on the week.
Trump unveils assets for the Strategic Reserve, but bullish momentum fades as the market sees no major updates since the last Bitcoin announcement.
Meanwhile, ETH Denver concludes with the key takeaways alluding to a focus on AI integration into crypto products:
So where are they shifting their developer attention? It appears launchpads are evolving into Apps or services — something to drive real use cases for the tech:
Development continues, so what’s happening to price action?
Weekly Agent Roundup
So where has agentic capital been deployed over the past 7 days?
Nansen’s terminal provides great analysis on “Smart Money” net inflows:
Virtuals’ Autonomous businesses bringing reasonable attention to the ecosystem, while the rise of sports betting agents captured non-crypto natives.
Freysa’s Digital Twin feature is gaining traction as users create an agent of themselves to interact in the FAI digital realm.
ARC pegged as a favourite infra play, particularly for Rust based engineers as it continues to integrate more protocols: Listen, Drift, Allora, Ask Jimmy and more.
Openserv announces a dynamic dashboard and a fresh roadmap with smart traders deploying capital accordingly
AI Agent Analysis (Cookie):
Currently, there are 1,433 AI Agents recorded on Cookie totalling $5.2bn:
This is a decrease of 46 (-3%) Agents listed on Cookie to remove agents that have been discontinued or no longer meeting the minimum requirements to sustain a listing.
There’s also been a decrease of $0.7bn (12%) in market cap, consistent with the broader crypto market downturn:
So who are the key movers over the past week?
For the daily analysis you can refer direct to my X account where I break down market developments as they emerge:
February 25th — "Grok 3 AI girlfriend or boyfriend is [Fire]" - elonmusk
February 27th — "Claude will help power Amazon's next-generation AI assistant, Alexa+" - AnthropicAI
February 28th — "Meta plans to release standalone Meta AI app in effort to compete with OpenAI's ChatGPT" - CNBC
March 3rd — "Claude 3.7 Sonnet making a 3blue1brown kind of video like it's nothing the moment we have ai that makes videos like this, learning will be much different" - Hesamation
March 4th — "Utility Szn incoming" - danielesesta
Or listen to my daily AI Agent roundups on Spotify:
And via Amazon Music
I produce a broader roundup daily. Here’s several interesting developments:
February 25th — AI powered report building, using a drag and drop mechanism
Ethos provides an on-chain reputation solution, which when combined with platforms like Cookie or Kaito build a decent profile of each digital account/entity.
February 28th — Openserv announces Dash.Fun. Modular, dynamic AI dashboards that can be tailored for your own personal preferences:
March 2nd — Kween drops another Banger AI generated cinematic movie on Darth Vitalik. Catering for the Crypto Twitter community
March 3rd — Hey Anon releases Ask Anon to allow new crypto participants to get to grips with DeFi more easily and in a safer manner.
Broader AI Corner News: Visit Mando’s Minutes and Teng’s Chain of Thought for more insights around the intersection between crypto and AI
That’s a wrap for issue 114 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.