The Agentic Future: AI Agent Weekly Analysis (7.29.25)

AI still leads crypto mindshare with 26%, but DeFi is catching up. The White House publishes its most aggressive AI policy roadmap yet, while the UAE offers the perfect "Crypto AI" sandbox.

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)

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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Momentum 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.

User friendly features like the “claim button” enhance the UX of trading. This feature converts positions into a single currency using one button.

(Data Source: Defi Llama)

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DeFi closes the gap on AI mindshare for the first time this cycle:

Source: Kaito

But AI remains on top with 26%; I’m an avid believer that the DeFi segment will be enabled further by AI, for instance automated DeFi or stablecoin yield protocols.

As an example, GIZA churned past $500mm in pure agentic volume; this is stablecoin yield optimization managed solely by agents:

The overall AI market cap has declined by $3bn (-10%) in the past 7 days:

Source: Coin Gecko

But there have been some pockets of outperformance. For instance:

• Story protocol is up 21% following the Poseidon backing by A16z

• TAO remains at the front of the pack with its 129 subnets, and growing.

• Ridges AI (Subnet 62) leads this week with a 65% increase in price. Ridges is developing AI Software Engineers that fully replace human coders:

Source: TAO Stats

Regulatory Progress:

The WhiteHouse released America’s AI Action Plan to win the global race:

1. Regulatory Reform: Revise federal regulations to remove barriers to AI development, accelerating innovation.

2. Objective AI Standards: Update procurement to prioritize unbiased AI models, removing DEI and climate references from NIST framework.

3. Semiconductor and Infrastructure Boost: Expand domestic chip production and streamline AI data center construction with permits and energy upgrades.

4. Global AI Leadership: Lead international AI standards with allies and strengthen export controls to counter adversaries like China.

5. Cybersecurity and Defense: Enhance AI system cybersecurity and prioritize AI adoption in national defense.

Noteworthy Trad-AI News:

1. Word on the street is that Musk could be bringing Vine back, but in AI form:

2. While Musk’s xAI partners with Kalshi for more intelligent analytics integration:

3. The UAE fosters the perfect Crypto AI Sandbox:

• Peaq’s Zolkilla explains why the middle east is the perfect Sandbox for Crypto AI.

• Kaiko announces “Kaiko Living”: Power the next evolution of luxury smart living in Saudi Arabia, part of a $100M mega development:

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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, Fartcoin and REI see net capital inflows in excess of $1mm this week:

Source: Nansen

• REKT has gone from strength to strength as the Liquid Brand Equity narrative continues. It also has its Binance US drink partnership tomorrow.

• Fartcoin seems to struggle despite the broader market holding, which counters most indicators. Perhaps Hot air will rise again soon?

• REI released V3 recently which was well received. Chain Data Engine has just been released in Beta. A fine tuned, tailored model who’s outputs around crypto information is of a high quality.

b) Cookie Mindshare Analysis

Currently, there are 1,884 AI Agents recorded on Cookie totalling $11.12bn:

Source: Cookie

This is a decrease of 25 agents and a decline of $0.8bn (7%) market cap:

Source: Cookie

Attention consolidates into the following projects:

Source: Cookie

Some notable points:

1. REKT: Recent Binance US drink partnership & all time highs for the token

2. BNKR: Coinbase support, teasing of RWA and perps integration into the AI tech

3. Virtual: Butler upgraded and goes live on X with memecoin launcher

4. Cookie: Partnership with Legion for Attention Capital Markets, with Almanak being the first capital raise. Snappers receive a discount entry

5. Warden Protocol: Partnered with Privy recently; Warden is using Privy to build the first crypto super app designed for AI agents

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:

• Cookie + Legion ACM partnership with Almanak being the first capital raise.

• Udi pays $3k to have Grok 4 Heavy predict when BTC will hit $400k (November)

• Musk teases bringing Vine back with an AI spin

• Ethereum confirms it will be the home for AI, mentioning Talos

• Tibbir agent acquires a cryptopunk for new profile picture

• Giza hits $500mm in agentic trading volume, no human involvement

• Anthropic Claude partners with Canva for design tooling

• Microsoft reveals its multi tab analytics using its Edge internet browser

• GAIA announces its token launch tomorrow

• Youmio publishes background around the Avax L1 partnership and $15m fund

• The White House reveals its AI Action plan

• Bankr teases Perps and RWA integration

• Google Deepmind reveals its Aeneas model which deciphers ancient Latin inscriptions with 72% accuracy

• Cluely reveals its hinting tooling with a screen overlay

• Poseidon reveals $15mm capital raise from A16z, incubated by Story Protocol

• General Impressions reveals its token utility, including revenue share

• BillyBets announces $1mm raise & bridge to Base with Coinbase Ventures support

• Hey Anon teases its mobile application for seamless agentic trading

• Flipside reveals its tooling for enhanced AI analytics

• Virtuals announces its Butler upgrade and improved ACP rollout

Let me know in the comments if there is anything I’ve missed and I’ll feature material updates in next week or via my X account.

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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 135 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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