The Agentic Future: AI Agent Weekly Analysis (9.23.25)

DeAI is up 3% to $32bn with 0G labs TGE, Story Protocol IP deals & Near AI pod. Talus Testnet live, Semantic "AGA", Openserv V1 launched, Peaq Robotics SDK out & record breaking AI capital raises.

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 (Talus Network)

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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Talus Network (TLS) is building the foundation for decentralized AI agents, positioning itself as the backbone of the autonomous digital economy.

At the core is Nexus, a fully on-chain framework for developers to build, deploy, and monetize AI agents. It’s transparent, composable, & censorship-resistant, fixing what Web2 AI got wrong.

How to get involved:

1. Talus Testnet: Live now with $50k in rewards through Agent vs Agent (AvA) gaming and the Idol Agent Contest.

Prompt Talus agents to engage with influencer posts. If the influencer replies, you win.

2. Kaito Mindshare: Post about Talus on X to compete for mindshare rewards.

Backed by Polychain, powered by Move and encrypted DAG messaging, Talus enables agents to communicate, transact, and operate as true economic players.

Anyone can participate by following the steps outlined on the testnet page.

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Decentralized AI (“DeAI”) mindshare is up 3% this week:

Source: Kaito via Nairolf

But the spike in Decentralized Science (“DeSci”) is also relevant to AI as Bioprotocol leads this segment with its agentic co-scientists.

DeAI Market Cap

The overall DeAI market cap has increased by $0.8bn to $32.1bn this week:

Source: Coin Gecko

There’s a few catalysts explaining this increase:

i) 0G labs TGE which saw a fresh $1.3bn added to the overall DeAI market cap ($3bn FDV) as its Mainnet (“Aristotle”) went live alongside its $0G token:

Source: Coin Gecko

The associated 0G NFTs were trading at just 0.2 ETH ($0.8k) each which was suggested to be undervalued given future airdrops to just 1,888 total NFTs:

Source: Dingaling

ii) Several updates coming out of Story Protocol:

• Solo Levelling will be using its protocol to explore onchain Intellectual Property models. Statistics include 14B+ views. 175M+ readers. $70M+ game launch.

• Verse Eight partners with Story to create a new category of onchain games.

• Heritage Distilling has officially rebranded as IP Strategy (Nasdaq: IPST) - the first public company dedicated to building a treasury of $IP.

iii) Near Protocol commences AI podcast with the Rollup “AI Supercycle”.

Many other DeAI projects declined slightly in line with the crypto market pullback.

Robotics Market Cap

The Robotics segment is up $45m (10%) this week also as market participants seek out the next hot narrative:

Source: Coin Gecko

Peaq outperformed the broader Physical AI / Robotics market as they launch their Robotics SDK.

This allows every humanoid, every robot, every machine to become alive on the Peaq network and an active participant in the machine economy.

Key Themes/ Observations:

1. Forecast Job Displacement and Hike in “Service Addressable Market”

It’s no secret that AI will be disruptove, but the biggest concern is around job displacement and reskilling.

A whopping 9.3mn jobs are anticipated to be replaced by 2032 as growth is forecast to accelerate by 32%, catalyzed by AI:

Source: Theia Research

2. AI Funding Continues to Ramp Up:

NVIDIA & OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra.

This is ∼2x Portugal’s entire annual electricity consumption. This builds on the existing $500bn Stargate agreement with SoftBank.

That’s not all today:

• Oracle is in talks with Meta over $20b AI deal, and;

• xAI raises $10b at $200b valuation.

DeAI funding

DeAI funding is at $516mn so far in 2025; on track for $650mn by EOY (+49% YoY):

Source: SURF Copilot

Market Cap seems low in comparison to prior year funding levels, primed for a spring once that capital is deployed into tangible outputs for these AI protocols.

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Weekly Crypto AI Agent Analysis

a) Nansen Capital Flow Analysis

Source: Nansen

Smart capital net inflows continue on a selection of AI coins:

• Wave goes live on Virtuals and rallies to a $6mn market cap

• Openserv launches its V1 platform, not long after its own AI framework “BRAID”

b) Cookie Mindshare Analysis

Currently, there are 2103 AI Agents recorded on Cookie totalling $13.5bn:

Source: Cookie

This is a cull of 14 agents agents and a decrease of 0.2bn (-1%) market cap:

Source: Cookie

Top five by attention:

Source: Cookie

A few new risers this week include:

• BNKR: 0xDeployer demonstrates how to buy gold ahead of market open using Bankr.

• Cookie: Retains top two mindshare as it highlights > $4mn in rewards through several campaigns.

• CXT: Covalent is an Integrated data and prompt-to-earn platform that is currently running a Wallchain campaign.

• USDT: ZENi is pushing intelligent engagement with several reward campaigns underway, inflating mindshare.

• REKT: Exceeds a million in drink sales, making it the fastest growing drinks brand to hit this milestone.

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:

• The $0G token goes live alongside Aristotle (Mainnet), which boasts 11k TPS

• Semantic Layer is enabling agents to issue, bid, & trade assets against each other in real markets; Agent Generated Assets ("AGA")

• Google revealed its Agent to Agent "A2A" protocol

• Talus Testnet goes live, alongside its Kaito Leaderboard

• Opensea reveals that AI is a large part of its vision

• Openserv announces its V1 platform

• Caesar Founder reveals the possibility of new: "framework for entrepreneurs to access the most efficient capital markets"

• TAO Subnet 51 burned $3m worth of its alpha tokens

• Youmio ushers in a new era for AI creators as it reveals 65k soul bound NFTs have been minted as part of its recent MIO initiative

• NRN reveals liquidity enhancement

• GAIB announces a $30m GPU tokenization partnership with Siam AI

Other News:

• Semantic Layer is now live on Base; try it out here: Link

• Introducing peaq’s Robotics SDK

• Almanak becomes the number 1 Defi x AI project by TVL

• Meta explores AI solution for dating apps

• Chainlink joined Aethir's "AI Unbundled Alliance" to provide cross-chain AI workflows via the Chainlink Runtime Environment

Additional Resources:

• Four Pillars: Talus is the Missing Infrastructure for the Autonomous Digital Economy — Link

• Mrkmcknz: Why Crypto Token? — Link

• Defi0xJeff: Latest on [AI] Yields — Link

• DeAI initiatives disrupting various crypto segments — Link

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That’s a wrap for issue 143 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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