The Agentic Future: AI Agent Weekly Analysis (8.5.25)

AI Agents are dubbed the next trillion dollar opportunity. TAO, BANKR, GIZA and SERV gain traction as agent volumes spike and new infra unlocks frictionless capital deployment on Base.

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

---

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.

MMT announced that 10,000 deeds will be distributed free to early contributors / community. Worth taking note for the airdrop rewards, you may be eligible.

(Data Source: Defi Llama)

---

This newsletter goes out weekly to 6,755 subscribers.

Please don't hesitate to message me directly for sponsorship or partnership enquiries

DeFi + AI constitute half of Crypto Twitter (CT) mindshare.

Dashboard Source: Kaito

As protocols integrate AI into their tech stacks to enhance the user experience (UX) with a view to onboarding users more seamlessly.

The broader macro is fickle with CT ‘flip flopping’ over whether we’re on for the god rally of all alt seasons, or it’s over.

Irrespective, it appears that someone is bidding XRP to keep it in third spot, rumours continue to circulate it’s the Taxi drivers’ coin of choice as USA Today shills it to its 5 million strong audience:

Of course CT is sidelined on the future of payments, and heavy into Gamble coins on Solana or backing the next L2 on Ethereum.

$2.7bn (-10%) has been wiped off the overall AI market cap over the past 7 days:

Source: Coin Gecko

But there have been some pockets of outperformance:

• Story protocol continues to rally as Grayscale announce an IP Trust

• TAO remains at the front of the AI protocols with several alpha tokens seeing double digit returns this week:

Source: TAOStats

Why? TAO_Fi has enabled trading of the TAO subnets on Base:

This reduces the friction around getting exposure, enabling more seamless transfer of liquidity cross-chain.

Combining Base’s distribution through Coinbase could unlock significant activity from new participants int the ecosystem.

This progress continues to support the notion that AI Agents will become the next trillion dollar opportunity:

In hindsight it’ll be obvious, just like not having internet access is a huge disadvantage:

---

Weekly Crypto AI Agent Price Analysis

a) Nansen Capital Flows:

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

AI Token capital flows: Both memetics and utility catch a bid on the bounce.

Source: Nansen

• REI sees another upgrade with fresh inflows to match, as its Beta is well received

• Fartcoin regains $1 as the stink index reflexivity bounces hard post price dip

• AVA and SERV see fresh net inflows as multi modal agents and the appCellerator take off, respectively. Tong (AVA founder) goes on Threadguy’s stream today

b) Cookie Mindshare Analysis

Currently, there are 1,909 AI Agents recorded on Cookie totalling $10.2bn:

Source: Cookie

This is an increase of 25 agents but a decline of $0.9bn (8%) market cap:

Source: Cookie

Attention consolidates into the following projects:

Source: Cookie

• BANKR continues to rally as the x402 protocol receives additional spotlight from Brian Armstrong.

• REKT continues to rally to all time highs as Liquid Brand Equity continues to lead culture tokens

• Cookie is now listed on 13 exchanges and highlights recent algo improvements

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

---

Here are some other interesting Crypto AI related developments this week — Link

News included in the above:

• TAO subnet alpha tokens are now tradable on Base

• GIZA hits $750mm of pure agentic volume (+$250mm or +50% this week) across 300k autonomous transactions

• 0xFoobar believes 95% of activity on the internet will come from AI Agents

• BANKR has a modified version of x402 that supports paying per request in $BNKR

• Brian Armstrong touches on the agentic future in the Q2 earnings (BANKR, MOMA & GIZA)

• David Sachs + Balaji raise a valid point around verifiability'; Robots do the middle to middle, Humans tidy up the ends

• As agents take more AUM, risk mgmt. is thankfully becoming a focus

• Gaib AI raised $10M (led by Amber Group) to scale on-chain AI infra & tokenizing GPU access

• Almanak CTO discusses how they solve the UX problem in crypto

• Hey Anon goes live in Binance Wallet

• Sahara AI is currently offering up a $450K Reward Pool for its Data Serviced Platform

• Andrew Tullock $1.5bn offer

• Lume Robotics

• xAI Ani Waifu Agent

If you’re based in the UK and want to meet up, reach out and we can add you to the London Telegram group.

For a broader AI roundup refer to:

• 0xPrismatic’s CoT post - Link

• 0xDefiJeff’s top 10 AI posts this week - Link.

---

That’s a wrap for issue 136 of S4mmy’s Snippets. I hope you enjoyed it.

Please leave me any questions or thoughts here - I will respond to everyone!

If you found this interesting, please consider subscribing to this Substack and following me on X for more related insights.

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.

---