The Agentic Future: AI Agent Weekly Analysis (10.7.25)
DeAI mindshare dips 3%, but market cap rises $1.3B. Key moves: TAO halving, NEAR privacy push, Story scaling, Peaq robotics SDK, and AI agents driving payments, infra, and VC deals.
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 (Momentum — MMT Finance)
Market Overview
Emerging Developments
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Momentum (MMT) dominates Sui as the #1 DEX with 62% market share, $534M+ TVL, and $15B+ in cumulative volume; the network’s core liquidity engine for stablecoin and BTCFi trading.
Backed by $10M from OKX Ventures and Coinbase Ventures, it delivers up to 152% APRs on BTCFi pools (LBTC, xBTC, wBTC) via concentrated liquidity and Wormhole cross-chain integration.
Its ve(3,3) model locks tokens for voting power directing 100% of protocol fees to participants, aligning liquidity providers long-term. The HODL campaign (Sept 26-Oct 25) drives pre-TGE growth, with “Bricks” points converting to $MMT tokens.
(Data Source: Defi Llama)
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Decentralized AI (“DeAI”) mindshare is down 3% this week:
It’s not surprising that AI mindshare is down given the rate of development in broader crypto products
Perpetual Futures trading platforms (Hyperlquid, Aster, Lighter)
Privacy tokens like ZCash, Monero and the Tornado cash legal case
NFT innovation with the “Punk Strategy” mechanism from Tokenworks
DeAI Market Cap
Despite AI mindshare for Crypto Twitter being down, the overall DeAI market cap has increased by $1.3bn (+3.8%) to $33.6bn this week:
Updates continue for the leading AI protocols as the broader crypto market ramps up:
NEAR: The recent hype around privacy tokens like ZCash has driven attention to Near Intents. “No exchanges, no gatekeepers. zashi_app 2.4 + NEAR Intents = simple, private $ZEC on-ramp.”
TAO: Bittensor’s first halving is scheduled for December 11-12, 2025, reducing daily TAO emissions from 7,200 to 3,600 tokens; a 50% cut designed to enhance scarcity. They also announced its Mainnet upgrade which will improve network quality
STORY: The Poseidon project (on Story Protocol) fragments data into subnets to then scale this. Also “IP Strategy” DAT launches its validator and Solo Levelling IP partners with Story.
Robotics Market Cap
The Robotics segment is up $9m (+1.7%) to $553m, with Peaq leading the way as it releases its Robotics SDK
Key Theme: Neo Banking + Autonomous Payment Rails
There’s been a clear shift over the past few months around crypto products plugging into the real world
You can now purchase almost any real world asset with crypto using the plethora of crypto debit/credit cards. Here’s just a few options:
Full spreadsheet available here: Link
But the real unlock will come when AI Agents have their own debit/credit cards.
Sounds like something out of a SciFi movie right?
Well it’s becoming a reality.
With 90% of internet traffic anticipated to be fully autonomous by 2025 (let alone crypto activity) it’s not surprising that a lot of the large crypto payment rails / Neo banks are building agentic friendly infrastructure.
Most of the “users” of these decentralized financial products will be AI.
Why do you think the CEO of Tether has a robot emoji in his name and highlights that the Tether WDK will enable trillions of custodial wallets?
It’s no wonder AI deals are dominating the Venture market as capital allocators try to get in early on the next agentic boom; which in my opinion will come entwined with crypto payments.
Weekly Crypto AI Agent Analysis
a) Nansen Capital Flow Analysis
Smart capital net inflows continue on a selection of AI coins:
Chainlink partnered with morpheusAI to enhance pricing feeds for crypto assets. It also launched a corporate actions initiative in collaboration with 24 of the world’s largest financial organizations, including Swift (swiftcommunity), DTCC (The_DTCC), and Euroclear (EuroclearGroup).
PayAI revealed its Bazaar, an x402-powered marketplace where agents can list, discover, and transact seamlessly
Fartcoin tends to lead in capital flows when the broader market is primed to rally, so this is typical price action following Bitcoin hitting new all time highs
b) Cookie Mindshare Analysis
Pre-TGE projects are catching attention with their token launch fast approaching (Elsa + Everlyn) as social airdrop farmers provide additional broad coverage
BANKR announced its own app that will be able to deposit fiat via Apple Pay and earn crypto native yield in the app
Cookie’s cSNAP campaigns pick up as social farmers compete for millions of dollars in rewards from VOOI, Almanak, Tria and Labs
Here are some other interesting Crypto AI related developments this week — Link
News included in the above:
Microsoft Launches Unified Agent Framework. This integrates Model Context Protocol (MCP) and Agent to Agent (A2A) which allows crypto agents to use the entire MS suite of tools
bankrbot reveals its building the bankr mobile app - “its going to be great. deposit with apple pay, start earning yield on your usdc, and send money to your mom.” - 0xDeployer
The baseapp enables the ability to plug AI Agents into group chats. Imagine “Rick” on steroids for your TG alpha groups
Surf_Copilot partners with Tiger Research to enhance the reliability of crypto research. This comes as Surf surges past 300k research reports generated by its users. Try it out here: Link
0G_labs integrates Swap Link and Quicknode into its AI L1
FractionAI_xyz AI Agent prediction market levelled up as it pushes the ALFA upgrade; this leverages NEAR Protocol AI framework
NEARProtocol also launched DCML for open, verifiable AI economy. This is essentially a decentralized AI cloud that would rival the centralized equivalents like Anthropic
Almanak__ explodes past 9-figs TVL to $140m, as its Pendle YT-alUSD tokens become the most trades as the Almanak token approaches towards the end of this month. It also pushes through some multiplier updates on deposits
gaib_ai raises its deposit cap by $60m to $150m and it fills up in 3 hours. There’s clearly demand for AI backed yield on your synthetic dollars
openservai ’s Platform V1 is live with developers switching from N8n
eigenlayer: Launched EigenAI/Eigen Compute mainnet alpha for verifiable AI computing
sire_agent launched a $100k private vault with 100% of profits going to buybacks
SemanticLayer hits 2k signups in a few days and closes registration of new agents as it analyzes the current cohort. New cap to open soon?
gizatechxyz goes live on Plasma, with $XPL rewards accrued autonomously by its yield agents
NRNAgents partners with codecopenflow to enhance training data for robotics/physical AI WeiNRN (NRN Founder) reveals CompeteSai to bridge the gap between Robotics and blockchain tech
caesar_data adds tailored deep research depths/times to enable flexibility on your requests, enhancing the product offering
TalusNetwork secures a $10m investment from SuiNetwork and WalrusProtocol; Prediction AI is accumulating attention
iotex_io Unveiled “Real-World AI Foundry” for Real-World Models using live sensor data; backed by Vodafone and Filecoin. This comes as Robotics and physical AI gathers momentum, requiring more multi modal data to operate
D1ckGPT successfully launches on BioProtocol launchpad, hitting $6m market cap ($9m FDV)
PayAINetwork revealed its Bazaar, an x402-powered marketplace where agents can list, discover, and transact seamlessly
inspectxyz surges 50%+ following Opentensor announcing mainnet upgrades ahead of the TAO halving this December. Inspect functions as a high-beta DeFi layer built directly on Bittensor. Mainnet upgrades improve network quality and increase demand for Inspect’s products (TaoFlow trading, Substrike mining)
Additional Resources:
Defi0xJeff: Token 2049 in retrospect - Link
0xTulipKing: How to be good at crypto - Link
Virtuals: The next launch model - Link
Playing crypto on autopilot - Link
Eigenlayer: Eigen Compute - Link
That’s a wrap for issue 145 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 and have partnerships with some of the projects mentioned in this newsletter.