The Agentic Future: AI Agent Weekly Analysis (7.22.25)

REKT sees $1.2M inflows, GI gains whale interest, GIZA launches in the Base App and BNKR integrates Polymarket. Traditional AI models like Gemini and Claude push benchmarks as compute bottlenecks grow

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 (RaiinmakerApp)

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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ZK becomes a hot topic of conversation this week as AI (temporarily) dips below 30%:

Source: Kaito

Irrespective of social metrics, the overall AI market cap has surged by $4bn (+9%) in the past 7 days, with several projects achieving double digit returns:

Source: Coin Gecko

• TAO remains at the front of the pack as its ecosystem pushes to 129 subnets.

• Infinite Hash has dropped off from its run last week, while a few of the more recent less known subnets take the lead with triple digit returns:

Source: Tao Stats

TAO has more than 100 attempts at fine tuning a successful decentralized model, thus driving attention to the ecosystem and TAO/Subnet tokens:

Key Themes:

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

a) Model Improvements

• Gemini achieved gold-medal level in the International Mathematical Olympiad. An advanced version was able to solve 5 out of 6 problems.

This aligns with OpenAI’s recent achievements of Gold also.

What does this mean?

It’s likely that as AI continues to evolve it could begin to solve mysteries embedded in logic or expedite our own scientific discoveries.

• xAI announced that it would be fine tuning a “Kid friendly” model.

I’m adamant one of the biggest unlocks for AI will be one-to-one tuition for kids with an insatiable appetite for knowledge:

Or AI Waifu companions seem to be gaining traction; just make sure it’s locally run.

b) The Agentic Future Evolves

• OpenAI reveals its own Agent solution for ChatGPT.

This could involve several laborious tasks like building spreadsheets or Powerpoints using revised data sets, driving real operational business efficiencies:

c) Models Refined for Specific Niches

• Recently Anthropic announced that they will be launching a version of Claude specifically for Financial Services:

As models are developed independently they will likely find they excel in areas, moreso than others.

This will likely further push models into specific use cases within a range of industries.

d) AI Development Bottlenecks

AI is showing no signs of slowing, which will in turn drive exponential progress in every field.

• The major bottleneck is the availability of compute and GPUs which is being directly addressed by Big Tech through the insatiable infra investment:

• Electricity consumption could become the broader bottleneck, with China showing significant growth in infra for generation over the past few decades:

Source: Chamath

• Brain drain could be a hindrance for some companies as the best are poached from each Big Tech institution.

• Could we see a model established similar to sporting leagues whereby the top engineers sign contracts with the highest bidder?

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Weekly Crypto AI Agent Price Analysis

a) Nansen Capital Flows:

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

REKT dominates with more than $1.2mm of net capital inflows this week as the “Liquid Brand Equity” concept takes off with its Rekt Agent bull posting:

Source: Nansen

b) Cookie Mindshare Analysis

Currently, there are 1,909 AI Agents recorded on Cookie totalling $11.92bn:

Source: Cookie

This is an increase of 91 agents & a spike of $2bn (20%) market cap:

Source: Cookie

Attention consolidates into the following projects:

Some notable points:

• BNKR integrates Polymarket Prediction markets

• Cookie reveals Attention Capital Market partnership with Legion

• REKT Liquid Brand Equity concept takes off as $1.2mm of net capital flows in

• Virtuals continues to sustain attention through Yapping points for its Genesis launchpad, with projects like Mamo being a recent launch.

• Warden Protocol sustains broad mindshare from Kaito leaderboard

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:

• Raiinmaker reveals its token is being launched tomorrow, with Kraken as a partner:

• General Impressions’ (GI) catches the attention of the Chinese community with several sizable whales deploying capital:

• GI is a Rust-based, onchain runtime for autonomous agents that persist, coordinate, and evolve over time (unlike Web2 tools like Manus or n8n) offering the foundational infra for agentic AI through its open-source Glint framework, enabling composable, lifecycle-aware multi-agent systems.

• ConsumerFi reveals its integration with Ethos to enable deeper data validation and quality for its AI model training protocol; Worth joining now and rank up for a potential airdrop!

  

• GIZA goes live in the brand spanking new Base App, enabling users to deploy capital with ARMA within the wallet UI itself:

• Openserv “appCelerator” first week concludes with significant progress among the teams involved:

• Sonic announces Spark, enabling no code apps to be deployed on Sonic using AI:

• Alchemy outlines how Virtuals is using AI to build smart wallets:

• NRN Agents developed a browser-based robot training system using reinforcement learning models to convert high-level commands into low-level actuator outputs:

• This overcomes simulator differences between Genesis and MuJoCo with noise-based training for robust sim-to-real transfer.

• Nansen announces its own MCP, enabling a more seamless integration of AI tools:

• Spheron network teases its upcoming token launch to further unlock decentralized AI and compute:

• HeyAnon reveals that its app will be going live in Google Play and iOS store soon along with a fresh UI overhaul:

• Delphi unveils its AI specific research unit “Delphi Intelligence”:

• Surf Co-Pilot reveals its AI solution, tailored specifically for the crypto segment:

• BNKR now supports Polymarket, enabling agentic prediction market betting:

• TRIA reposts a video from one of the founders for the first time in a few months, suggesting a potential update on developments. They recently partnered with a member of one of Abu Dhabi’s founding families to bring Web3 to MENA:

The rate these developments are going, it wouldn’t surprise me if Robots serve humans like this as standard:

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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 134 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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