The Agentic Future: AI Agent Weekly Analysis (7.8.25)

AI agent momentum continues as mindshare surges, capital rotates into standout performers like REKT and Virtuals, and new themes like physical AI, agent swarms, and coding agents emerge.

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. Emerging Developments

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

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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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AI and DeFi is on the mindshare uptrend again, as it breached more than half of the entire Crypto Twitter attention (combined):

Source: Kaito, via Nairwolf

This post from Naval is a stark reminder that AI will provide you with the leverage for a competitive advantage:

There are several notable themes coming through this week that overlap between traditional and decentralized AI.

Key Themes:

a) Physical AI

A humanoid at $50,000 is more economical than even a worker in India at $2/hour:

Robots won’t be for everyone, at least not over a short term timeframe:

But as LLMs and Robotics become part of the furniture I’m adamant that they will become interwoven with the fabrics of society.

b) Agentic Collaboration

Agent collaboration or swarms will be a huge unlock.

• We’ve seen Virtuals launch its Agent Commerce Protocol (ACP) recently, which enables autononomous collaboration between agents within its network.

• Agent to Agent collaboration is likely going to be what tips us over to AGI and ASI:

• We also saw Sakana AI use several models to outperform that of a single model.

• In this instance it used ChatGPT, Gemini, and DeepSeek to solve 30% of ARC-AGI-2 puzzles vs just 23% for top solo models:

Source: Sakana AI

c) Coding Agents

Coding agents are pegged to be one of the big disruptors.

• If AI can write software effectively, then we could see it improve at an exponential rate; this productivity will be felt in the real world as it comes to fruition.

• This week we saw 8 Claude Code agents running in parallel:

• Or even using AI research agents for Machine Learning:

• It’s no wonder that in “Trad-AI” land, Soham Parekh captures headlines as the Software Engineer moonlighting several full time tech jobs.

• Perhaps he was using AI to max efficiency and deliver on multiple work commitments simultaneously:

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Weekly Crypto AI Agent Price Analysis

a) Nansen Capital Flows:

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

There are several AI coins that have reasonable net inflows over the past 7 days:

Source: Nansen

• Fartcoin: The “Stink Index” is known as a leading indicator, so perhaps with Bitcoin in the all time high waiting room it’s primed for the next leg up.

• Fetch AI: Continual agentic solutions are being built on the FET tech stack with its mobile update making develoment more seamless.

• A recent agent is DVLA vehicle registration developed on UK data:

• AI16z and DegenAI: Someone has been tracking the agents trading history and it appears to be operating effectively.

• The DegenAI token chart saw a pump just after July 4th and has since been hovering around the $12mm mark:

Source: Dexscreener

• However the X accounts related to ElizaOS and affiliates remain suspended.

• Virtual/GAME + Rekt: See below.

b) Cookie Mindshare Analysis

Currently, there are 1,782 AI Agents recorded on Cookie totalling $9.2bn:

Source: Cookie

This is a small increase of 4 agents & a flat market cap:

Source: Cookie

In a sea of red there are two standout tokens this week.

The common theme is that they are pushing the boundaries of what's possible within their respective market segments.

Source: Cookie + Rekt Litepaper

• Rektguy: The Rekt Litepaper has been published. Liquid Brand Equity being the novel concept.

• Virtuals: Agent Commerce Protocol (ACP) goes live with thousands of Autonomous transactions & three veVIRTUAL governance proposals passed.

• One interesting ACP metric to monitor could be the revenue/market cap ratio (or the P/E ratio as the inverse), particularly as more time passes:

Source: Furknzlp

More info on both REKT and Virtuals can be found here.

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 AI related developments in crypto this week:

• GIZA hits 8-figs in assets under management by AI. The latest research report from Blocmates is also published.

• Holoworld AI launches AVA studios to bring characters to life:

• Bankr partners with Cookie to reward active community members with 450mm BANKR up for grabs:

• Orchids launches an AI tool that lets you chat with AI to build apps and websites that don't look and feel "AI generated":

• Hey Anon highlights the growing appetite for Perps and emphasizes the Jupiter / ByBit integration:

• Build Agentic Applications with Openserv as they focus on Telegram as a distribution channel to reach a billion users:

• Robotics is getting more robust as physical AI maintains balance:

• Spheron reveals its extensive ecosystem map, including a plethora of AI, Agent, Depin and Data parters:

• Developer uses Claude to breakdown X algorithm’s code to reverse engineer what makes your posts within your niche go viral:

• Monsters Dot Fun teases AI Gaming “Blazecock Summer” with three characters as the Pokemon bull run ensues:

• InfoFi is allegedly being gamed by thousands of AI bots:

• Stay tuned — there are several features coming in the coming weeks that will help mitigate the timeline slop.

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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 132 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.

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