The Agentic Future: AI Agent Weekly Analysis (8.19.25)

AI tokens wobble but DeAI holds $30B; alt season rumours grow as TAO leads mindshare with rising subnet activity and new catalysts on the horizon.

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 (Momentum — MMT Finance)

2. Market Overview

3. Emerging Developments

Enjoy the journey and if you have any questions feel free to reach out to me on X

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Momentum (MMT) is building the core trading layer of the Sui ecosystem, aiming to become the go-to hub for stablecoin and ‘BTCFi’ trading.

With more than $150mm in TVL and partnerships across the biggest protocols on Sui, it’s positioned to drive serious on-chain volume.

Momentum uses a ve(3,3) model; a system where users lock tokens to gain voting power, influence rewards, and earn a share of trading fees.

This creates long-term alignment between users, protocols, and liquidity; not just short-term speculation.

(Data Source: Defi Llama)

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AI mindshare is on the rise again as it approaches 31% (+2% on the week):

Source: Kaito, Via Nairolf

Despite what may seem like a bloodbath for AI tokens, the overall DeAI market cap has remained flat on the week, sustaining $30bn:

Source: Coin Gecko

The market will be waiting for the Jackson Hole speech with baited breath as to whether the money printer gets turned on.

Key Themes: Alt Season Rumours (Led by AI?)

There’s been speculation running rampant as to whether an alt season is imminent:

TradFi has been anticipating this to pop off in Q4 of this year, with speculation around the accumulation of ETH off the open market due to capital allocators like BMNR with $20bn of buy pressure.

Could we see profit taking on the majors flow down to tokens on the upper end of the risk curve?

I’d hazard a guess it’ll be a more concentrated select group of projects that show promise through the latest tech integrations.

Or then again perhaps your ADA, XRP and LINK marines / tourists who return to bid the same coins again?

AI Alt season: “Bid the Leader (TAO)”

Bittensor (TAO) seems to be garnering a lot of attention, and investment from Digital Asset Treasuries (“DATs”).

For good reason:

• It’s the leading AI token, ranked 44 with 120+ subnets and huge potential upside for a breakout use case on several of these.

• It offers a more robust alternative to the biases and opaque methods of model training used by Big Tech. But the challenge most make is around funding + distribution, when compared to the “big boys”.

10% of the entire world population use ChatGPT on a daily basis; so how do we transition that user base to alternative, decentralized models?

Source: Semi Analysis via Teng

There are early signs of fresh interest emerging around the TAO ecosystem.

Curious participants head down the risk curve to open source, decentralized models that provide the ability to speculate on the upside through alpha subnet tokens:

Source: Google Trends

Top performing TAO (alpha) subnet tokens this week include:

Source: TAO Stats

1. Affine (Subnet 120) is an incentivized Reinforcement Learning (RL) environment created by Bittensor co-founder Jacob Steeves. The recent attention is likely tied to the "Curated News" from August 10, 2025 (Proof of Talk).

2. Bitcast (Subnet 93) stood out as it completed an OTC iwht DSVFund.

3. Grail is verifiable LLM inference.

4. VoidAI (Subnet 106) is a multi-chain liquidity protocol enabling interoperability for biττensor powered by SN106 and chainlink - LINK has been on a tear lately, bringing in advocates like Mando.

5. Mantis (Subnet 123) is a decentralized financial forecasting subnet designed to operate as a "signal machine". Notable accuracy improvements signal a key driver for this week’s performance.

6. Ridges AI (Subnet 62) is focused on creating autonomous AI software agents that can automatically fix code, write new features, and solve real GitHub issues. DSV recently invested $300k in Ridges.

7. Autopia (Subnet 36) also known as Web Agents, is designed to incentivize the development of powerful, autonomous web agents that can perform complex tasks like filling forms, booking flights, or processing orders without needing step-by-step instructions

8. Vidaio (Subnet 85) provides AI-powered video processing services, with an initial focus on intelligent compression and upscaling. Vidaio has successfully slashed bit rates by 80% without sacrificing video quality.

9. Quantum (Subnet 63) developed by qBitTensor Labs, is Bittensor's first quantum computing subnet. Subnet 63 had achieved a "groundbreaking milestone" by solving 100-qubit HSTAB circuits in only 2.5 weeks

10. Masa (Subnet 59) is an "AI Agent Arena," a competitive environment where AI agents evolve based on performance metrics like user engagement on social media. Masa is part of the portfolio for Yuma Group, an accelerator launched by DCG to support the Bittensor ecosystem.

To caveat I still believe a lot of these tokens will continue to downtrend in the short term, until a breakout use case is solidified and upside potential becomes apparent.

But timing the bottom is always a challenge and DCAing into high conviction bets can be more optimal, or staking TAO to earn emissions from specific alpha subnet tokens.

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Weekly Crypto AI Agent Price Analysis

a) Nansen Capital Flows:

Nansen’s terminal provides great analysis on net capital flows.

AI Token capital flows are led by Fartcoin as it surges 5% on a market downturn:

Source: Nansen

• Rektcoin buyers coming in strong as the token pulls back in line with the broader market. The rekt drinks have been organically featured in widely watched movie Skits and the #1 entertainment and hip-hop community with 5.4mm followers. The base Drink edition drops tomorrow. 1mm drink sales are programmed.

• Caesar_data holding between the $20-30mm price range as the new product goes live for token holders. The product is live now, but could we see some new catalysts in the coming weeks?

• Ani continues a downtrend as this AI meme associated with the Grok companion fades consistent with the companion attention. Are these net buyers pinning the upside on Musk posting about her?

b) Cookie Mindshare Analysis

Currently, there are 1,916 AI Agents recorded on Cookie totalling $12.7bn:

Source: Cookie

This is a decrease of 53 agents and an increase of $0.5bn (4.1%) market cap:

Source: Cookie

Attention has consolidated into the same projects as last week, for similar reasons.

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 other interesting Crypto AI related developments this week — Link

News included in the above:

• Ethereum is for AI Agents; dead internet theory is becoming a reality

• Caesar launched & is now available to try now by simply holding 100k $CAESAR made possible by dynamic_xyz

• Openserv partners with Lunar Crush to bring agentic Apps to millions of users

• Cerebro has its upcoming key launch on Thursday, exclusively on opensea(Cost: 0.08e)

• Near Protocol reveals AI powered support for a consumer graph you own, via ConsumerFi

• Digital Asset Treasuries continue to emerge as new NASDAQ entity xTAO becomes the latest advocate of AI digital assets

• Virtuals launches a new economic model emerges for the Genesis launches

• Almanak + Cookie highlight how putting skin in the game provides a boost to SNAPS scoring on the project dashboard

• Talking of AI powered algos, Inspect enables $TAO rewards by posting

• ElizaOS finds a new voice through 'Brand New Vision' as they develop their ME+AI platform on the new Eliza v2

• An AI Agent uses Nansen MCP on live stream for a trading competition

• Fireball launches new Agentic gaming option for Gigaverse (+other game) fans

• If you're looking for more crypto AI market analysis, Balaji will be interviewed on Moonshot later today

Additional Reading:

• 0xDefiJeff: The progression of DeFAI use cases — Link

• 0xPrismatic: AI round up number 60 — Link

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That’s a wrap for issue 138 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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