The Agentic Future: AI Agent Weekly Analysis (3.11.25)

The broader equity and crypto market pullback hits AI Agents hard as the overall market cap dips below $4 billion. But AI developments continue as Manus AI catches attention this week

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)

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 multichain 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 29% this week, down 1% on the week but still holding at almost double the next segment, DeFi.

Source: Kaito

AI developments continue as Manus AI catches mainstream attention.

This a new autonomous AI system from China, launched on March 6, 2025.

It’s developed by Monica.im and promises to execute complex tasks independently

It excelled on the GAIA benchmark (an AI benchmark designed to test agents) beating OpenAI's recently launched Deep Research:

A recent visualization captured mainstream attention with its multi-agent coordinator.

Not a single model; sub-agents for memory, planning, tools. This video illustrates it managing multiple social media accounts coherently

Development continues, but unfortunately the broader crypto market took a downturn over the past week.

International trade wars and an underwhelming crypto summit impacted both stock and crypto markets — AI Agents also caught the brunt of this

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Weekly Agent Roundup

So where has agentic capital been deployed?

Nansen’s terminal provides great analysis on “Smart Money” net inflows.

Bittensor appeared to be receiving some attention as $3.5mm of net inflows emerged for TAO over the past 24 hours:

Source: Nansen

Could we be seeing institutional players accumulating the decentralized AI token as more subnets are being deployed?

Baring in mind that once a new subnet is deployed, TAO tokens are essentially locked up indefinitely. For more information on Bittensor I produced a deeper dive here:

AI Agent Analysis (Cookie):

Currently, there are 1,469 AI Agents recorded on Cookie totalling $4.05bn:

Source: Cookie

This is an increase of 36 agents (+3%) and decrease in overall market cap of $1.15bn:

Source: Cookie

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?

Source: Cookie

All the Grok hype appears to be driving the gains this week as BNKR and Clanker lead:

Cookie holds strong following a Coinbase listing while the rest of the AI coins suffer.

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

• March 4th — "Utility Szn incoming" - danielesesta

• March 6th — "Just Grok it!" - elonmusk

• March 7th — "i do still believe we will see another AI agent coin run in 2025 and we will see new highs for this sector" - osf_rekt

• March 10th — "goodnight to everyone except all my AI coins that went to 0" - IcedKnife

• March 11th — "Manus AI currently is trully the closest thing to a truly autonomous AI agent" - rohanpaul_ai

I produce a broader roundup daily. Here’s several interesting developments:

• 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.

• March 5th — Basic games are being created with CursorAI and Grok 3

• March 6th — Gaming Agents catch a bid as development ramps up — here agents play Cambria live on video:

• March 7th — ARC drops its Litepaper which hints at a new App store named “Ryzome”:

• March 10th — ManusAI performs a full analysis on Tesla stock:

• March 11th — Aiccelerate launches its very own research agent:

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

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That’s a wrap for issue 115 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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