The Agentic Future: AI Agent Weekly Analysis (5.20.25)

AI agents just hit a new all time high on Google Trend—they’re managing billions, optimizing stablecoin yields, & leveraging infra to evolve crypto faster than electricity reshaped the world.

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 (Nansen AI)

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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Nansen is a multi chain AI analytics platform that offers a range of free and paid tools to provide an edge in the market or simply manage your own portfolio.

You can visit the platform here to explore the range of on-chain analytics across dozens of blockchains.

My personal favourite is the AI signals, portfolio tracking and capital flow analysis which contains filters such as AI Agent tagged protocols.

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Artificial Intelligence (AI) mindshare is at 30%, up 2% on last week:

Source: Kaito, via Nairoff

While this isn’t the highest crypto twitter mindshare the terms AI Agents and Agentic AI have just hit new all time highs on Google Trends:

Source: Google Trends

When you take a step back and look at how much the crypto AI ecosystem has developed in 2025, it’s wild.

Coinbase Ventures provided a fantastic illustration snapshot as at today:

Source: Coinbase Ventures

We are already seeing agents manage stablecoin position to optimize yield, fully autonomously:

Refer to hyperlinked X Article

Electricity took 30 years to rollout but AI already has the infra to evolve the world around us to become unrecognizable through the levels of disruption:

"It is likely that we only have ~3 years remaining where 95% of human labor is actually valuable (i.e. earns you money)"

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Weekly AI Agent Price Analysis

Nansen’s terminal provides great analysis on smart money net inflows.

A new leader on net inflows this week is MindNetwork (FHE):

Source: Nansen

• This is an advanced encrypted data project. It can process encrypted data without decrypting it; this is becoming the holy grail for data encryption especially in a future where data is being proliferated by AI.

• The CEO recently went on Kyle Chasse's Podcast. Without Privacy, AI breaks. They've productized in AI and Stablecoin settlement - of which both segments are booming (See recent developments from Tether, VISA, Mastercard).

AI Agent Analysis (Cookie):

Currently, there are 1,681 AI Agents recorded on Cookie totalling $10.4bn:

Source: Cookie

This is an increase of 19 agents (+1%) & a decrease of $0.8bn (-7%) in Market Cap:

Source: Cookie

So who are the key movers over the past week?

Source: Cookie

The Virtuals’ ecosystem continues to draw in attention, although slight pullback in price on some of the larger coins while intra AI ecosystem tokens change hands on lower liquidity. Macro looking for the next leg up could send these to new highs:

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 interesting AI related developments in crypto this week:

• GIZA TGE anticipated today with a banger video on using agents to give you more time back in your day:

• OpenServ has their Proof of Concept spaces today, so tune in and see how the Dash.Fun UI are shaping up — mine is in development, so stay tuned!

• 5 AI startup ideas so good you might want to quit your job in 24h — (Link)

• Monsters (dot) Fun is launching tomorrow on Abstract. These are autonomous agents playing a Pokemon style game on the players’ behalves:

• Will Agents want digital profile pictures? Well, Crypto Agents intends to provide just that with their 10k Auction going live today:

• BlAIckrock asset manager on Abstract is being developed with a portfolio of assets under mgmt. — stay tuned for updates as Jarrod continues to iterate:

• Well worth a read from Teng (CoT) on AI x Tokenization flywheels:

• Want an update on the ARC ecosystem? Great roundup with a catchy thumnail here from Emperor Osmo:

• Alchemist AI makes it possible to deploy agents directly into games and apps:

• Yield Seeker leaderboards have gone live with boosts for early adopters:

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Broader AI News Corner:

For other useful sources 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 125 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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