The Agentic Future: AI Agent Weekly Analysis (6.17.25)

With AI agent mindshare hitting new highs, military funding ramping up, and capital rotating from legacy tech to next-gen protocols, crypto is becoming the new economic and strategic frontier for AI.

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. 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 multi chain 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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Crypto Mindshare for Artificial Intellgence (“AI”) is on the rise again:

Source: Kaito, via Sandra

AI Agents and Agentic AI continues with new highs on Google Trends:

Source: Google Trends

So both attention and mindshare continues to grow, while it remains front and centre of the macro conversation with new models coming out weekly.

Even the Y-Combinator in-take of start-ups are almost half AI now, and only expected to continue taking up the cohort spaces:

Source: Pitchbook, via 0xPrismatic

Key AI Themes this Week

a) Geopolitical Tensions (US AI Military Contracts)

The war in the middle east escalates, driving an adverse impact on financial markets.

But there are also indications of US Military Contracts being awarded for AI frontier development as OpenAI secures a $200mm contract to develop solutions:

Certainly following the track that Cyberdyne took with SkyNet. I’d recommend saying please and thank you to chatGPT, unlike the Google co-founder:

b) Expected Job Displacement

Last week I highlighted the news around anticipated job losses due to AI development.

This week I noticed that the Google Search trends for AI Agents happen predominantly on company time, with the periodic dips being the weekends.

Source: Google Trends

Ironic, given they’ll be replaced by more productive, autonomous employees.

c) Shift from FAANG to AI Tech Co’s?

Could we be observing the rise of AI as it disrupts the top tech firms? The new FAANG could become MANGO:

• Meta

• Apple

• NVIDIA

• Google

• OpenAI

• It’s even surprising that Apple holds its position following an underwhelming WorldWide Developer Conference last week.

• It’s no wonder Investment managers like Cathie Wood have disposed of existing tech stocks to focus on AI focused companies — Well worth watching the recent Steven Bartlett interview:

While mindshare is up, price action has been suppressed by the macro geopolitical circumstances as rumours of US entering the gauntlet circulated.

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Weekly Crypto AI Agent Price Analysis

Nansen’s terminal provides great analysis on smart money net inflows, and they have the new points system live now! So sign up here to start accumulating!

GAME, Virtuals and REKT lead on capital flows this week:

Source: Nansen

• GAME is the Virtuals SDK used by teams to develop agents

• Virtuals continues to see net inflows as its Genesis launchpad staking increases exposure to new agent projects like IRIS, STRATOS, BAIBY and more this week

• REKT provides a plethora of announcements as it’s now stocked in 7-11 stores and instantly sells out with an exclusive 2,222 case partner drop with Jupiter as Meow (CEO, Jupiter) takes a stake in the company.

AI Agent Analysis (Cookie):

Currently, there are 1,733 AI Agents recorded on Cookie totalling $9.35bn:

Source: Cookie

This is a decrease of 99 agents (-5%) & a decline of $1.2bn (-11.4%) in Market Cap:

Source: Cookie

So who are the key movers over the past week?

Source: Cookie

Key leaders in mindshare this week, despite the price pullback, include:

• Virtuals continues to climb as the ROI from Genesis launchpad sustains, this time with IRIS hitting a home run as the first launch on Ethereum by Nethermind:

  

  Source: 0xNikos

  Several new Genesis launch records were set with IRIS as it became the most oversubscribed for $VIRTUAL and number of participants:

  

  Source: JD Hyper

  But with this came profit taking as temptation to take the 10 day “Jeet jail” became too much, with the overhanging macro backdrop of the middle east conflict escalating:

  

• Vader, Solace, TIBBIR and BIOS are all Virtuals ecosystem tokens that are also benefitting from the new Daily Active Bonus points from secondary trading, as well as native mindshare mining initiatives.

• Fartcoin: Classic leading indicator on sentiment as Bitcoin is in the all time high waiting room following its recent Coinbase listing and hints of Binance US. Although price action seems to be unaffected:

• Cookie: Staking continues to provide access to its Deep Research features and their new Snaps campaign with Sapien goes live:

• REKT continues to rally in mindshare and price as the 7-11 announcement, Jupiter partnership drop and associated investment drive interest. In fact Rektguy NFTs have outperformed some of the most notable projects since 2023:

Source: 8an

• H/T OSF and team.

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:

• Crypto markets are maturing, and with it comes derivatives. This time Ithaca has launches Stratos that enables AI Agent managed option strategies:

• AI Personal Tutors can provide tailored learning in the form of your favourite personality:

• New TAO alpha just dropped from Allan_Quantifi; single pagers to update you on the Bittensor ecosystem subnets in a concise fashion:

• ETHOS launches an AI Agents leaderboard where individuals can review agents. But could we see invites extended to these agents to review humans?

• Cerebro (Ainalytics / DeAI solution) makes an announcement suggesting its beta product could be coming to market imminently to a broader audience:

• Block Stranding has completed its first large-scale multiplayer stress test! They’ve rolled out an MCP build to set up sessions and connect AI agents using Solana Agent Kit:

• Backroom fills its Virtuals Genesis launch in 25 mins, with community sale tomorrow for those without points:

• TreasureDAO enable autonomous fishing in Gigaverse:

• This one is less of a current AI development and more an anticipation of what’s to come with agents transacting on stablecoin payment rails, having access to millions of Shopify Vendors — AI Agent Commerce is about to level up:

• Talking of Agent Commerce Protocol (ACP), Virtual’s is beginning to take shape as sneak peaks emerge:

• Could this be the catalyst that takes Virtuals protocol to the next level by unlocking network affects of agents?

Source: Dune

• Buy and sell TAO subnet tokens with a credit card on Simply Tao:

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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 129 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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