The Agentic Future: AI Agent Weekly Analysis (5.6.25)

AI Agents Are Becoming the New Internet Interface: Visa, Mastercard, Tether & Virtual Robots Signal the Future of Crypto, Commerce, and Computing

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 multichain 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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Artificial Intelligence (AI) mindshare is at 26% — down 3% on the week, but remains 10% ahead of the next largest segment:

Source: Kaito

Even though Crypto Twitter (CT) mindshare is down, the intersect of finance and agents is ramping up:

Tether AI:

• Dubbed "Personal Infinite Intelligence," is an open-source AI runtime launching soon, designed to run on any device without API keys or central failure points.

• The platform targets a peer-to-peer network of billions of AI agents, promoting decentralized, privacy-focused intelligence

• Tether’s recent AI moves include a 2023 stake in Northern Data Group for AI infrastructure and a 2024 global recruitment drive for AI talent

• Vaneck predicted there would be another million AI Agents created in 2025 — something tells me this might be blown out of the water:

• Agents will become the new UI/UX to the internet; Illia Polosukhin, co-founder of Near Protocol said:

"We don’t need applications or websites anymore. Your AI becomes the interface to computing and the internet,”

VISA Intelligent Commerce

• VISA unveils "Visa Intelligent Commerce" at its Global Product Drop:

• This opens its payment network to AI agent developers:

• AI agents will soon browse, buy, and manage purchases on users’ behalf—Visa aims to make these transactions secure, trusted, and seamless iv)

• Working with OpenAI, Anthropic, IBM, Microsoft, Stripe, and more to scale AI commerce securely.

Mastercard Agent Pay

Mastercard is releasing ‘Agent Pay’ to embed payments into AI conversations.

• An AI-driven payment program using agentic AI for secure, personalized transactions.

• Builds on tokenization for contactless payments, subscriptions, and AI-driven purchases, allowing AI agents to transact with user approval.

• Collaborates with Microsoft, IBM, Braintree, and Checkout.com to scale agentic commerce, ensuring transparency, user control, and robust fraud protection.

OpenAI also backtracks on its profit focused stance to a non-for profit:

Could we see a push into open source, democratized AI tooling from some of the largest centralized AI companies?

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Weekly AI Agent Price Analysis

Nansen’s terminal provides great analysis on smart money net inflows.

Once again Virtuals continues to be towards the top of the net smart inflows as its Genesis launchpad gains momentum with more profitable launches:

Source: Nansen

• One of the latest Virtuals genesis launches (Niyoko) hits a 22x for Virgen Point users. But it’s not the ROI on $VIRTUALS that’s the focus, it’s the ROI on points given their scarcity.

• 0xJeff produced a great analysis on this:

• Gork sees a surge in smart capital as Elon Musk changes his PFP on X to align with the project

• AIOT powers OKZOO and is a combination of AI with IoT (internet of Things) DePIN protocols with a recent Binance listing, seeded by the likes of DCF God Capital

• Fartcoin holds the memetic crown still despite House coin being a challenger

AI Agent Analysis (Cookie):

Currently, there are 1,628 AI Agents recorded on Cookie totalling $8.8bn:

Source: Cookie

This is a cull of 8 agents (-0.5%) & an overall decreased of $0.1bn (-1%) in MC:

Source: Cookie

So who are the key movers over the past week?

Source: Cookie

Fartcoin leads on memetics and Virtuals leads on the utility side, with many familiar protocols present, but a way behind the leaders:

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 interesting AI related developments impacting crypto this week:

• Vibe Marketing is now possible: Using various apps to build out a comprehensive marketing workflow including coding agents to help deliver your vision:

• It’s no wonder it’s catching the attention of the big wigs in government:

• Billy Bets is a sports betting agent that continues to defy the odds with numerous consecutive wins:

• A new TAO Subnet is estimated to power 20% of all Bitcoin Hashrate:

• Smols continue to rollout their AI Agents into games, with this example in Cambria, which follows on from its recent Gigaverse integration success:

• As AI embodies physical robots, it’s important to remember the potential implications of malfunctioning virtual machines in physical form:

• Humanoid robots are evolving — as AI Agent capabilities level up it’s becoming increasingly more likely that we will see more intelligent physical robots:

• Mira highlights the rise of “Virtual Humans” in an ever evolving digital world:

• Could we see the first batch of neuralink patients — those who are unable to speak could have implants that enable better communication:

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Broader AI News Corner:

• Worldcoin launched in the U.S., rolling out Orb devices in six cities for World ID verification and WLD token collection.

• Olas expanded its Pearl agent app store, enabling users to run autonomous AI agents for Web3 tasks like crypto trading.

• Kava Labs pivoted to decentralized AI, launching the Kava AI platform with autonomous agent Oros for DeFi tasks.

• Skyfire launched a payment platform for AI agents to spend USDC autonomously, enabling micro-transactions.

• Gata_xyz raised $4M from Yzi Labs, Gate Ventures, and Maelstrom to build a user-owned, verifiable data network.

• FutureHouse launches AI agents for scientific discovery, backed by ex-Google CEO Eric Schmidt.

• Nosana’s compute network activity doubled, with daily active nodes (with jobs) exceeding 600 out of over 4,200 total nodes.

• AskVenice and Dolphin released Dolphin Mistral 24B Venice Edition, an uncensored AI model outperforming ChatGPT.

• Squidllora launched as an autonomous trading agent, spot-trading $SOL/$USDC, using real-time forecasts and burning SQUID tokens.

• Rayon Labs released Squad Public Beta, a no-code platform for creating AI agents, powered by Chutes.

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 123 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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